Alliances and Partnerships, Business, Free News Articles, Software

Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions

SAN FRANCISCO, Calif. -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada. Through this alliance, participating financial institutions can leverage the comprehensive automotive finance data from J.D. Power PIN Navigator in conjunction with the sophisticated Nomis Price Optimizer platform to further refine their automotive finance pricing strategies and improve their market position relative to competitors.

"Given the volatile sales environment, combined with an expectation of rising interest rates, the ability for banks, captives, credit unions, and independents to make accurate and competitive auto financing offers, while simultaneously maintaining profitability, has never been more critical than it is now," explained Frank Rohde, CEO of Nomis Solutions. "Nomis Price Optimizer helps them do just that. Now paired with J.D. Power's extensive auto finance dataset, this strategic collaboration positions our organizations to provide even further transparency into real-time, frontline pricing insights and actionable recommendations for today's highly competitive auto lending market."

J.D. Power PIN Navigator collects retail transaction and electronic point-of-sale data from franchised automotive dealerships nationwide. The product is designed to support the needs of the sales, marketing, pricing, risk, and insurance departments of automotive finance lenders. PIN Navigator provides lenders with 24/7 access to the timeliest data available in the market and includes more than 70 contract, dealer, and lender variables-all of which are updated daily. Working in tandem with Nomis Price Optimizer, users gain access to instantaneous, accurate insights into auto finance deals taking place across the U.S. and within their desired competitive markets. This data is harnessed to provide actionable recommendations with specific detail into dealership sales, from the vehicle to loan details. With information as recent as the last 72 hours, lenders can identify emerging trends and make pricing decisions in real time.

"Having Nomis engage with select J.D. Power clients early on, we have seen first-hand how powerful the Nomis modeling is and how our real-time data can work together to benefit clients," said Mike Buckingham, managing director of PIN Auto Finance at J.D. Power. "We expect this collaboration to reap numerous benefits for all auto lenders and the industry as a whole."

Leveraged by leading auto finance institutions nationwide, Nomis Price Optimizer creates a centralized hub for loan pricing intelligence, portfolio analytics, and rate optimization and planning tools, enabling leading financial institutions to make precise, strategic pricing decisions across their competitive markets. Using the platform's intuitive optimization and forecasting engine, retail banks, lenders, and credit unions can create best-in-class analytics tailored to the unique needs and nuances of both indirect and direct auto finance product lines. Nomis Price Optimizer is the only tool of its kind that is configured with price-sensitive demand, behavioral, and profitability modeling and fueled by loan transaction, balance, customer, and competitor data to drive double-digit profitability and volume improvements.

Contact Nomis Solutions for more information on Nomis Price Optimizer or to learn more about this strategic collaboration with J.D. Power.

About Nomis Solutions

Nomis Solutions is a global, industry-leading pricing and profitability management solutions provider that delivers competitive intelligence to bankers and mortgage lenders to facilitate more advanced pricing strategies. The company's analytics platform and end-to-end pricing tools enable retail banks and mortgage lenders to achieve customer- and borrower-centric pricing backed by real-time, actionable data. The platform also supports banks and mortgage lenders in their understanding and anticipation of the evolving demands of customers and borrowers, competitors, and ever-changing market conditions. For more information, please visit www.nomissolutions.com.

About J.D. Power

J.D. Power is a global leader in data and analytics, advisory services and consumer insights. A pioneer in the use of big data, artificial intelligence (AI) and algorithmic modeling capabilities to understand consumer behavior, J.D. Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 50 years. The world's leading businesses across major industries rely on J.D. Power to guide their customer-facing strategies.

J.D. Power has offices in North America, Europe and Asia Pacific. To learn more about the company's business offerings, visit JDPower.com/business.

Related link: https://www.nomissolutions.com/

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Business, Free News Articles, Insurance

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

In his new role as Chief Sales Officer, McInnis will be responsible for leading the national sales efforts of the organization and bringing new and innovative ideas to the forefront as the company continues to grow. He will work across the organization with the regional sales leaders, developing cross collaborative efforts, increasing visibility around EPIC's overall client experience and delivery of the services and resources that EPIC and the Galway enterprise companies, have to offer.

McInnis joined the firm in 2014 as a managing principal for EPIC as the company expanded into the Alabama market. He was joined by his two business partners, Brian Tanner and Wilson Long. Tanner will lead the Specialty Construction practice, as managing principal, going forward as McInnis moves into his expanded role. In past roles, McInnis was recognized as a top consultant making him a natural fit for the sales leadership role.

"We are excited about what the future holds as we take the next steps in our sales evolution with Crawford leading sales and focusing on organic growth," said Philip Moyles.

Crawford brings nearly 30 years of risk management and insurance knowledge to his role as Chief Sales Officer. After attending Louisiana State University, he earned a Bachelor of Business Administration degree in Risk Management and Insurance from University of Georgia. In addition, he has the designation of Associate in Risk Management (ARM).

"I am honored to be asked to take on this role to help EPIC achieve further organizational and sales excellence. I look forward to continuing our evolution as a sales culture," commented Crawford McInnis.

The EPIC organization, and its partner companies, continue to focus on building and growing talented people within the organization who are focused on the overall success of the company, while supporting the people who have a growth mindset working to create something great together, to build upon their overall EPICness.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Books and Publishing, Business, Free News Articles, Product Launches

Neurotech Reports Announces Launch of New Publication Serving Bioelectronic Medicine Industry

SAN FRANCISCO, Calif. -- Neurotech Reports, the San Francisco, California publisher of market intelligence for the healthcare industry, announced the launch of a new monthly newsletter covering the bioelectronic medicine industry, one of the newest and fastest growing industry segments. The publication, BioElectRx Business Report, is the first industry newsletter devoted to bioelectronic medicine, which refers to the therapeutic use of electrical or other forms of stimulation, rather than drugs, to treat disorders.

The publication was introduced at the Neurotech Leaders Forum, which takes place November 8-9, 2021 in San Francisco.

James Cavuoto, editor and publisher at Neurotech Reports, said that bioelectronic medicine promises to alter fundamentally the nature of therapeutic interventions for treating a wide variety of conditions, ranging from inflammatory disorders to bowel and bladder disorders, and a host of other potential markets in which drug therapies have fallen short. "We plan to be the most up-to-date and authoritative source of information and analysis of the market, the major players, deal activity, and important clinical research in bioelectronic medicine," he said.

Cavuoto is the lead author of Neurotech Report's market research study, "The Market for Bioelectronic Medicine: 2022-2027." Neurotech Reports launched the Bioelectronic Medicine Forum in New York City in 2018, and plans to return to New York for the fifth annual event in April 2022.

Helping launch the new publication is consulting editor Susan Schaeffer, former editor of BioCentury, the leading industry newsletter for the pharmaceutical industry. In that role, she advanced new thinking in clinical trial development, regulation, pricing, and market access-factors that will be critical in bioelectronic medicine. She is also a member of the National Academies Forum on Drug Discovery, Development, and Translation and founder of a patient education nonprofit.

"Bioelectronic medicine is rapidly bringing a new modality forward for targeted and personalized medicine-a space that has been dominated by biopharmaceutical companies," said Schaeffer. "BioElectRx Business Report will have a particular focus on the potential for collaboration between these historically separate sectors, and will shed light on the potential of this new technology to treat serious diseases, either without, or in conjunction with drugs."

Contributing editor Jo Jo Platt, who has worked with many bioelectronic medicine pioneers during her career, will round out the editorial team for BioElectRx Business Report.

For more information on subscribing to BioElectRx Business Report, contact Neurotech Reports at 1-415-546-1259, or visit: https://www.neurotechreports.com/pages/BioElectRx-newsletter.html

For more information on Neurotech Reports, visit: https://neurotechreports.com/

Learn more about the Neurotech Leaders Forum at: https://neurotechreports.com/pages/leadersforum.html

Related link: http://www.neurotechreports.com/

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Business, Free News Articles, Software

Certa Attracts More Top Talent, Marc Goldberg Departs Dun & Bradstreet to Head Customer Experience

SARATOGA, Calif. -- Certa, the leading third-party risk management platform, today announced the hiring of Marc Goldberg as Chief Customer Experience Officer. Formerly Chief Procurement Office and VP of Financial Shared Services at Dun & Bradstreet, Goldberg brings a decade of experience in Supply Chain and Vendor management to his new role.

"As a former Certa client, I've seen first-hand the potential of this product and its ability to fill a crucial gap in the market," stated Goldberg. "I'm looking forward to using my industry-specific learnings to further improve the customer experience. I believe passionately in our ability to disrupt the ESG space and how important that will be for the future of the supply chain."

As part of his new role, Goldberg will work to evaluate and improve on the entire customer experience at Certa, from acquisition to retention, helping to educate current customers on expanded use cases and provide new customers the tools they need to utilize the platform to its full potential. Customer experience has been a longstanding area of focus for Certa, who has a 100% retention rate across all accounts. The hiring of Goldberg marks an even larger investment into this critical business component.

Jagmeet Lamba, Certa founder, said: "Marc brings valuable experience in the ESG and TPRM space but most importantly, he's evaluated our customer experience from an external perspective and will have great insight into how we can make it even better. Our customers are the number one priority for our company and we're excited to have a seasoned executive manning such a crucial role."

In addition to family and work, Marc is passionate about raising funds and awareness for Pediatric Cancer. The first Wish he granted for Make-A-Wish was for Kate Rhoades, a young girl suffering with leukemia. After Kate passed, Marc vowed to carry on her mission and continues to serve on the board of Kate's Cause.

About Certa:

Certa is the fastest growing supplier management platform. Founded in 2015, Certa makes third-party risk management fast, easy, and modern. Using 80+ no-code integrations with trusted data sources, Certa helps companies onboard third-parties 3x faster while mitigating risk and improving compliance controls. Certa's clients include several Fortune 50 retailers and a Top 3 consulting firm. Certa is headquartered in the San Francisco Bay Area.

For more information or to schedule a demo visit https://www.getcerta.com/.

Related link: https://www.getcerta.com/

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Business, Free News Articles

Vallejo Wash N Dry’s Wash For A Cause Wednesday Supports Vallejo’s Cooper Elementary School – Fundraising For Student Reading Materials

VALLEJO, Calif. -- Vallejo Wash N Dry, a local leading laundromat, is hosting Wash For A Cause Wednesday to raise funds for Cooper Elementary School in Vallejo. The event will be held on October 27, 2021 from 5 p.m. - 9 p.m. at the laundromat. Fifty percent of proceeds from ALL machines used to wash or dry clothes during the event will go towards the fundraiser. The event is open to the public, no registration to attend is necessary.

Wash For A Cause Wednesday is a monthly event held by the Vallejo Wash N Dry in an effort to support and give back to the local community. The laundromat partners with schools and other educational organizations to help raise funds to improve the lives of families in Vallejo.

"We are proud to be part of the Vallejo community, giving back and serving our community is important to us," said owner, Bryan Maxwell.

This month's fundraising partner is Johnston Cooper Elementary School, a unique school located in the heart of Vallejo, California. Established in 1953 Cooper has seen several generations of Vallejo families attend the school and graduate from Vallejo High School.

"Since the theme of the event is reading, we have invited the Solano County Library system to join us at the event," adds Maxwell. Library representatives will help local families sign up for library cards and discuss the many programs and resources the library offers to residents of Vallejo.

More information: https://vallejowashndry.com/wash-for-a-cause/

About Vallejo Wash N Dry:

Vallejo Wash N Dry is a newly renovated laundromat located at 4300 Sonoma Blvd. #764 in Vallejo, California. The facility offers new large, energy efficient washers and reversing dryers. The laundromat is fully attended and air-conditioned. The upgrades to the store have made it one of the premier laundromats in the area. Giving back to the local community is a priority and the Wash For A Cause Wednesday fundraising program is hosted at the laundromat on a monthly basis.

Related link: https://vallejowashndry.com/

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Business, Free News Articles, Insurance

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

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Awards and Honors, Business, Free News Articles

Nomis Solutions Senior Product Manager Erik McNally Honored as a 2021 HousingWire Insider

SAN FRANCISCO, Calif. -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, today announced that senior product manager Erik McNally has been named a 2021 HW Insiders Award honoree by industry trade publication HousingWire. The HW Insiders award program honors operational superstars in housing that are driving their companies and clients forward.

According to the publication, this year's list of honorees represents a wide range of occupations within the housing economy, from lending and real estate to fintech. The Insiders are the professionals their companies turn to with their most important or challenging behind-the-scenes projects, and their contributions and hard work lead to superior results.

McNally was specifically recognized for his contributions to the successful launch of Nomis' competitive mortgage technology platform, which generated more than $1 million of contract revenue in its first year alone. Internally, McNally works cross-functionally between teams to continuously develop Nomis' product vision and also serves as a mentor to Nomis' mortgage team, hosting trainings and product demonstrations to further communicate the organization's value proposition and vision.

"Erik is an essential member of the Nomis Solutions team. He never shies away from a challenge and no matter the task, Erik can be counted on to dive in 100% and do whatever is necessary to ensure a successful outcome," said Frank Rohde, president and chief executive officer at Nomis Solutions. "All of us at Nomis are extremely proud of Erik and congratulate him on receiving this tremendous honor."

"The winners of our Insiders award are an incredible group of doers that we're proud to recognize for their essential contributions to their companies and the larger mortgage and real estate ecosystem," HousingWire Editor and Chief Sarah Wheeler said. "Everyone on this year's list is a crucial part of their company's success and we're honored to give them the spotlight."

"The housing economy has successfully navigated a year of record high volumes and technological innovation moving at breakneck speed-all while grappling with the operational challenges presented by a global pandemic," said Clayton Collins, CEO of HW Media. "This is the perfect time to pause and recognize the professionals in mortgage, real estate and technology who are truly moving this market forward. The 2021 HousingWire Insiders all possess the intellect, stamina and leadership to transform the housing industry for the better-growing businesses and supporting millions of American families."

About Nomis Solutions

Nomis Solutions is a global, industry-leading pricing and profitability management solutions provider that delivers competitive intelligence to bankers and mortgage lenders to facilitate more advanced pricing strategies. The company's analytics platform and end-to-end pricing tools enable retail banks and mortgage lenders to achieve customer- and borrower-centric pricing backed by real-time, actionable data. The platform also supports banks and mortgage lenders in their understanding and anticipation of the evolving demands of customers and borrowers, competitors, and ever-changing market conditions. For more information, please visit http://www.nomissolutions.com/.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit http://www.housingwire.com/ or http://www.solutions.housingwire.com/ to learn more.

Related link: https://www.nomissolutions.com/

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Business, Free News Articles, Software

Nomis Solutions Introduces Margin Setter Dashboard, Adjusts Mortgage Rate Data Refresh Frequency in Latest Product Update

SAN FRANCISCO, Calif. -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients. Updated data frequency and enhanced coverage further expand users' view into the granular pricing intel needed to compete more effectively in local markets, and brand-new Margin Setter functionality enables users to better maintain a strategic and competitive market position, despite a constantly shifting landscape.

The newly released, intuitive Margin Setter dashboard enables mortgage lenders to maintain the most strategic market position month-over-month. Utilizing the more than 35 million data pricing points Nomis collects daily, Margin Setter provides users with a visual reference of where and how to adjust margins for their conforming loan products based on their unique performance and benchmarking goals. These actionable recommendations can be easily applied as loan amount and state margin adjustments within the margin management tools of a user's product and pricing engine (PPE) to ensure they maintain their desired position across all markets.

Nomis also made adjustments to the frequency with which its solution updates daily rate data to more closely align the refresh rate with dynamic market changes. In addition to this enhanced alignment, users now have access to data for another 30 new metropolitan statistical areas (MSAs), thus delivering even more granular pricing intel to enable them to compete more effectively on a local market level.

"Our goal is to provide mortgage lenders with actionable and value-backed insights from day one of their integration with us so that they can make smarter, more profitable pricing decisions," explained Prashant Balepur, senior vice president of product at Nomis Solutions. "With the addition of Margin Setter and the adjustments to our data refresh frequency, our users can now extract even more rate and pricing intelligence, enabling them to further refine their pricing strategies based on local market conditions to achieve their optimal market position goals."

Nomis' sophisticated mortgage technology solution provides real-time pricing analytics and competitive intelligence, enabling leading mortgage lenders to identify and quickly act on market opportunities, strengthen customer relationships, optimize internal operations and maximize profitability. With Nomis, mortgage lenders save time and resources, experience an increase in lead-to-application conversion rates, and can more accurately identify and react to profitable opportunities.

About Nomis Solutions

Nomis Solutions is a global, industry-leading pricing and profitability management solutions provider that delivers competitive intelligence to bankers and mortgage lenders to facilitate more advanced pricing strategies. The company's analytics platform and end-to-end pricing tools enable retail banks and mortgage lenders to achieve customer- and borrower-centric pricing backed by real-time, actionable data. The platform also supports banks and mortgage lenders in their understanding and anticipation of the evolving demands of customers and borrowers, competitors, and ever-changing market conditions. For more information, please visit http://www.nomissolutions.com/.

Related link: https://www.nomissolutions.com/

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Business, Entertainment, Free News Articles, Insurance

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Alliances and Partnerships, Business, Free News Articles, Insurance

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

MAI is a full-service, independent Registered Investment Adviser ("RIA") specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence through M&A. MAI's executive team will remain intact.

John Hahn, Executive Chairman, Galway Holdings said, "We are excited to partner with Rick Buoncore and the MAI team to provide capital and resources that will help sustain the continued growth of its premier wealth management platform. This includes our shared vision of delivering risk management and insurance solutions via our EPIC Select platform directly to high-net and ultra-high-net-worth clients and MAI's best-in-class trusted advisory services under one roof."

Rick Buoncore, MAI's Managing Partner, commented, "Clients want expertise, simplicity and a full range of financial solutions. Our new partnership with Galway gives MAI the opportunity to continue evolving in an ever-changing financial services landscape. By launching this unique approach, we can provide our clients with integrated and easy-to-access expertise across the financial spectrum, with the goal of making their lives simpler in an increasingly complex world. This is a natural evolution for MAI and builds upon the foundation we created four years ago by aligning with Wealth Partners Capital Group, which has expanded our reach and made us more accessible to clients nationwide."

MAI established a partnership with Wealth Partners Capital Group ("WPCG") in 2017, and they have worked together to identify and acquire RIAs seeking access to expanded business capabilities, strategic growth, and customized solutions. The partnership has resulted in 12 acquisitions, strategically broadening MAI's geographic footprint and enhancing its service model. WPCG will maintain an equity position in MAI while continuing to collaborate on additional growth opportunities.

Galway's investors include three prominent private equity firms: Carlyle Group, Oak Hill Capital, and Harvest Partners. Steve Carlson, Partner at Harvest Partners added, "Last December, we partnered with Galway because, among other things, we believed the team would be able to unlock differentiated opportunities during our investment. MAI and the move into high-net-worth wealth management is one of those opportunities and we are thrilled to be involved as it redefines the risk and wealth management marketplace."

Truist Securities served as financial advisor to Galway while Ropes Gray LLP served as legal counsel to Harvest and Galway. Ardea Partners LP served as financial advisor to MAI and Holland & Knight LLP provided legal counsel to MAI and WPCG.

About Galway Insurance Holdings

Galway Insurance Holdings, LP ("Galway Holdings"), is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management ("MAI") is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional offices in Cincinnati, OH, Ponte Vedra Beach and Naples, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis and a presence in Columbus, OH and Miami. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit http://www.mai.capital/.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which has partnered with MAI Capital Management ("MAI"). WPCG assists MAI by identifying and integrating like-minded registered investment advisers who seek access to expanded business capabilities, strategic growth and customized transition solutions. For more information, visit http://www.wealthpcg.com/.

Related link: https://www.epicbrokers.com/

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