Long Beach-headquartered Farmers and Merchants Trust Company (FMTC) has announced the appointment of Christine Walker-Bowman as its new executive vice president and chief operating officer.
Flexbase Technologies acquires LA-based fintech Maza Financial for $40M. Learn about the deal involving the VC-backed (a16z+) small business finance tool.
Community Preservation Partners (CPP) acquired Witmer Manor, a 238-unit affordable housing complex in Los Angeles’ Westlake area, for $48.4 million.
Lincoln Property Co. Adds Brea-based Unire Portfolio to Create Southern California Management Leader
Lincoln Property Co. invests in Unire Real Estate Group, creating Southern California’s largest property management firm overseeing 110 million sq ft of commercial space.
Columbia Banking System buys Pacific Premier for $2B, merging it with Umpqua Bank to strengthen its Western US presence under the Columbia Bank name.
UBS Wealth Management USA names David Schachter Managing Director in Los Angeles, citing his dedication to exceptional wealth management advice & client service.
Following triple-digit growth, RIA custodian Altruist raises $152M Series F funding, valuing it at $1.9B. Discover why investors are backing their modern platform.
First Legal, a leading litigation support firm, appoints Bob Rowe as President. The experienced legal industry executive will oversee national operations.
Triple Threat – BMO’s Dynamic Los Angeles Leadership Trio Ready for New Challenges and Opportunities
A trio of high-powered banking executives has joined new-to-Southern- California BMO Financial Group in Los Angeles to lead the $1.5 trillion bank’s wealth management, commercial banking and California operations.
California Coast Credit Union and San Diego County Credit Union announce their intent to merge, forming a major financial institution in Southern California.