Finance
Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill’s investment will enable EPIC to continue its aggressive organic growth strategy…
Simplifile’s Vicki DiPasquale Named One of Mortgage Professional America’s Elite Women in Mortgage
— Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine’s 2017 Elite Women in Mortgage….
Jeffrey Unalp, CPA Earns Designation for Completing AICPA Not-For-Profit Certificate Program
WALNUT CREEK, Calif. — Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties….
TRK Connection Promotes Randy Abbey to Chief Technology Officer
SALT LAKE CITY, Utah — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise….
EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017)….
Mortgage Capital Trading Introduces Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology
SAN FRANSISCO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT’s team of mortgage loan traders….
The Mortgage Collaborative Appoints Arthur Prieston, CMB, Chair of Newly Formed Capital Markets Committee
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group’s lender members….
The Mortgage Collaborative Announces Addition of The Money Source as a Correspondent Investor to Preferred Partner Network
SAN DIEGO, Calif. — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network….
It’s Easier to Plan for Long-Term Care if We Face Our Personal Concerns First, says ACSIA Partners
KIRKLAND, Wash. — Last year the U.S. Department of Health & Human Services issued a report about Americans’ concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). “The main takeaway was not the particulars of the responses, in our view,” says Denise Gott, CEO of ACSIA Partners. “It was the fact that participants considered and faced the issues.”…
JenCap Holdings Acquires Special Risks Facilities
NEW YORK, N.Y. — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs….