Kingswood U.S.’s Post

Kingswood U.S. advisor Chris Brown, CRPC® recently shared his best-performing investments of 2024 (so far) with InvestmentNews as part of their panel on the biggest hits & misses of 2024. https://lnkd.in/eUqKiN_w #financialadvisors #wealthmanagement

Congratulations to Kingswood client Motomova, Inc. (OTC: MTMV) on its acquisition of Skillr, Inc. Kingswood was proud to serve as a strategic advisor on the transaction. Thank you to Kingswood U.S. Advisor jody eisenman for your work on this deal.

Congratulations to Kingswood U.S. client Eshallgo Inc. on their initial public offering! Thank you to Edward Tsuker, Tony Tian, CFA and the entire investment banking team for their work on getting this deal done.

"Through the Kingswood Defense Group, we are going to promote the companies that build & make American products for the American military." - CEO and Managing Partner Michael Nessim reflects on why our newest team holds personal significance for him.

We are excited to announce the formation of the Kingswood Defense Group (KDG), and welcome Jeff Thompson, Scott Robison, Marcos Cervantes, and Jay Wisham to Kingswood U.S.. KDG is a new team within our investment banking group comprised of veteran military leaders and capital market experts who will support companies in the national defense and aerospace sectors. KDG collaborates with both public and private companies on their strategic planning, mergers and acquisition and capital market needs, and provides guidance to enhance their current operations, product development, DOD procurement strategies and evaluation of global markets. By leveraging KDG, clients gain accelerated decision-making capabilities across various segments of the national defense and aerospace sectors. https://lnkd.in/gGe5amMG

CEO & Managing Partner Michael Nessim wrote an Opinion piece for WealthManagement.com on the importance of independent RIAs working with a partner that provides both RIA and RIA-friendly broker-dealer solutions to maintain both independence & the flexibility to do both fee-based and commission business to meet their clients' comprehensive wealth management needs. https://lnkd.in/gEg9-88P #financialadvisors #wealthmanagement #ria

Our minds and hearts are full after three days of learning, networking and fun at the Kingswood Elite Conference Series in San Jose del Cabo last week. We are grateful to everyone who participated, and to our sponsors for making it all possible. Congratulations and thank you Douglas Blake and Ashley Webb for another outstanding event!

"The surge in charitable giving reflects a broader shift toward value-driven wealth management practices. RIAs that prioritize charitable giving as a core mission not only understand the intrinsic link between financial success and social impact but also serve as catalysts for positive change in their communities." - be sure to read CEO Michael Nessim's latest article on the growing importance of charitable planning in AdvisorHub. https://lnkd.in/eRcuF3KD #financialadvisors #wealthmanagement #charitablegiving