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Financial Services Review: Weekly Brief

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Weekly Brief

Thursday, June 11,2026

Featured Vendors

John G. Russon, Sr. Portfolio Manager  
CQL Capital Management is a systematic investment firm specializing in domestic small-cap equities. It serves institutional and wealth clients with a disciplined, factor-driven approach focused on stock selection. The firm aims to reduce volatility while delivering consistent alpha through a structured and time-tested investment process.  Read more
Gary Thomson, Founder and Managing Partner  
Thomson Consulting is a strategic advisory firm serving CPA firms across the United States. Founded by experienced public accounting leaders, the firm advises clients on practice management, succession planning, mergers and acquisitions, leadership development, governance, and long-term growth strategy during a period of significant transformation within the accounting profession.  Read more

Industry Contributors

By Sarah ,Director of Mezzanine Investments, Synovus  
Mezzanine financing is a critical component of modern capital structures, serving as a bridge between traditional debt and equity financing  Read more
By Andrew, Corporate Finance Manager ,Hancock Whitney  
Mezzanine financing stands out as a compelling option for businesses in search of expansion capital.  Read more
By Ricky Pinon, Senior Compliance Risk Manager, Mercury  
Through this article, Ricky Pinon reflects on his experiences in third-party risk management within the fast-paced financial technology sector.  Read more