Banking & Finance

ACG tracks Wisconsin deals

In 2011 and 2012, there were nearly 500 mergers and acquisitions completed that involved Wisconsin-based companies. About 285 involved a Wisconsin-based seller and 289 involved a Wisconsin-based buyer.

Portfolio endurance

The need for retirement planning doesn't end with the onset of retirement. A new retiree's focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life – and through different economic and market conditions.

Head-banger CPA

While Mike Bark, a principal at Edge Advisors LLC in West Allis, spends most days in the accounting world where “everything is buttoned up,” but outside of the office he lets loose with what he calls “an aggressive, energetic form of music.”

Pacific Sands Q3 revenue up 33%

Kenosha-based Pacific Sands Inc. reported that its fiscal third quarter sales revenue was $573,053, an increase of 33 percent compared with revenue in fiscal third quarter 2012.

M&A Forum will explore options for business owners

Company owners interested in learning more about the process and prospects of buying or selling businesses are invited to attend the annual BizTimes M&A Forum, which will take place Friday, May 3, at the Pfister Hotel in downtown Milwaukee from 7:30 to 11:30 a.m.

Lakeview Equity Partners acquires Minnesota company

Milwaukee-based Lakeview Equity Partners LLC has acquired UAS Laboratories Inc., an Edina, Minn.-based pioneer in the research, development and manufacture of probiotic nutritional supplements.
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Westbury Bank holding company goes public

Westbury Bancorp Inc., the West Bend-based holding company for Westbury Bank, has completed its stock offering in connection with the mutual-to-stock conversion of WBSB Bancorp MHC.

Baird reports record revenues

Employee-owned Robert W. Baird & Co. Inc. announced today it posted record net revenues of $961 million in 2012, up from $925 million in 2011.

M&A Forum will explore options for business owners

Company owners interested in learning more about the process and prospects of buying or selling businesses are invited to attend the annual BizTimes M&A Forum, which will take place Friday, May 3, at the Pfister Hotel in downtown Milwaukee from 7:30 to 11:30 a.m.

Fiserv expands West Coast plant

Fiserv Inc., a Brookfield-based global provider of financial services technology solutions, announced it has expanded and added capabilities to its transactional print and mail facility in the Los Angeles area.

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