Accounting software developer FloQast has raised $40 million in a series C funding round.
Velocity Financial Inc. in Westlake Village went public on the New York Stock Exchange.
A New Jersey alternate lender has acquired the merchant portfolio of Infinity Capital Funding, a San Fernando Valley firm providing loans and cash advances to small businesses.
A Newport Beach investment holding company plans to acquire two securities broker dealer firms in the San Fernando Valley.
A subsidiary of B. Riley Financial Inc. in Woodland Hills and Kayne Anderson Capital Advisors in Los Angeles will provide a $700 million credit facility to finance the buyout of a furniture store chain.
Wescom Credit Union announced it will debut a float in next week’s Rose Parade.
Canadian wealth management company CI Financial Corp. announced Monday it has acquired a majority interest in One Capital Management, an investment advisory firm in Westlake Village. Financial terms of the deal were not disclosed.
A federal jury has found seven people – including three from the Valley region – guilty of conspiracy and mail fraud for participating in a decades-long, $126 million telemarketing scheme targeting thousands of small businesses, agencies and charities.
A Camarillo man was one of three people arrested Tuesday in connection with a cryptocurrency mining scheme that allegedly defrauded investors out of $722 million.
The Bank of Santa Clarita on Tuesday announced the California Department of Business Oversight has approved the bank’s proposal of a three-for-two stock split.
Woodland Hills financial advisory firm CNM LLP announced Thursday the opening of a new office in San Diego.
Entertainment accounting firm Cast & Crew has acquired Sargent-Disc, a United Kingdom-based provider of payroll and accounting software for film and television clients.
Squar Milner, one of the largest independent accounting firms in California, announced Friday that it will be combining with Woodland Hills-based SRG, making Squar Milner the third largest accounting firm in the San Fernando Valley area.
Matthew Fienup, executive director of the Center for Economic Research and Forecasting at California Lutheran University, shared his annual breakdown of the dynamics affecting the economy on the national, state and Ventura County levels.