Deals this month for Cary Street Partners, Ewing Bemiss, Matrix Capital Markets and a huge deal closed by BB&T Capital Markets.
DealFlow: M&A roundup for 3.14.12
Tom Tullidge
DealFlow: Investment banking roundup for 7.15.11
Deals from Wunderlich, Stone & Youngberg, Cary Street Partners, Harris Williams and BB&T.
Local investment firm moves further in N.C.
A Shockoe Slip-based investment banking and wealth management firm has opened an office in Charlotte.
Rules changing for the money management game
Customers across the board expect lower prices, and in the wealth management game, that means lower fees. On the plus side, many of the smaller firms in town say they are successfully luring away clients who formerly worked with larger financial advisors.