San Diego Business Journal

SDBJ SPECIAL REPORTS

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Political Turns Could Change Economic Course

The year ahead looks almost as scary as it does hopeful for Chula Vista-based Action Drone Inc.

December 29, 2016 3:39 p.m. share »
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Executive Q&A Dana Alligood, Market Executive, Bank of America Merrill Lynch

It was a chance trip to San Diego nearly a decade ago that led to Dana Alligood’s new role as the Southern California market executive for Bank of America Merrill Lynch’s Global Commercial Banking business. Alligood says she sees positive indications of continued business growth in San Diego; the bank lent more than $62 million to local companies in the first half of the year, a 77 percent year-over-year increase from $44 million lent in the first half of 2015.

By Sarah de Crescenzo December 21, 2016 1:10 p.m. share »
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Taking on a Tough Endeavor: Starting a Bank

The obstacle to launching a new bank in San Diego surely isn’t a lack of chutzpah. In fact, the Southern California region is leading the charge this year when it comes to asking regulators for the OK to establish financial institutions de novo — that’s “new” in bank speak (and in Latin).

December 21, 2016 1:02 p.m. share »
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2016 S.D.’s Strengths Made a Powerful Showing

2016 was a year in which the San Diego business community continued to build on its strengths — life sciences, health care, craft beer and real estate — areas that should continue to bolster the local economy in 2017.

December 21, 2016 10:48 a.m. share »
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Charter Schools Chalk Up Health Care Savings to Benefits Trust

Local benefits consultants — the innovators San Diego’s business community looks to for help in capping health insurance costs — have identified another industry they believe can gain from a risk-pooling strategy that continues to win converts among tech and bioscience companies.

By John Cox December 7, 2016 5:05 p.m. share »
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Brokers and Buyers Feel the Pain of Health Insurance Commission Cuts

Asense of loyalty obliges Mission Valley insurance broker Michael Dysart to continue serving his longtime clients in the individual health benefits market. But he won’t take on new customers.

By John Cox December 7, 2016 5:03 p.m. share »

Deal them in: 2017 Conditions Should Coax Cos. to Bet on M&A

When the last day of 2016 rolls around, the value and number of mergers and acquisitions completed nationwide may not reach the high-water market set in 2015, but the number of major deals in the pipeline and a potential relaxing of antitrust regulations have experts bullish about 2017.

By Sarah de Crescenzo December 1, 2016 1:27 p.m. share »
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M&A Culture Helps Hone and Spread the Wealth of Business Talent

Adam Simpson’s parents worried about his habit of growing small bioscience companies to the point where they would be acquired by a large pharmaceutical company.

By John Cox December 1, 2016 1:01 p.m. share »
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Executive Q&A Trevor Callan, Callan Capital

Nearly a decade ago, the three Callan brothers, Trevor, Ryan and Tim, banded together to launch an independent wealth management firm. Callan Capital provides wealth management services with a focus on corporate executives facing significant financial changes, such as the sale of their company.

By Sarah de Crescenzo November 23, 2016 1:48 p.m. share »
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Fiduciary Rule Reconfigures The Financial Advice Model

New federal rules on retirement accounts set to take effect in April have wealth managers working to ensure they can prove they are acting in their clients’ best interests.

By Sarah de Crescenzo November 23, 2016 1:44 p.m. share »
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Winning Architecture Brings a Sense of Style And a Sense of Belonging

A dozen buildings were recently highlighted as exemplars of local architecture at the San Diego Architectural Foundation’s 40th annual Orchids and Onions event.

By Sarah de Crescenzo November 17, 2016 2:47 p.m. share »
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Manchester Moving to Recently Acquired Mister A’s Building

The former Sempra Energy tower in downtown San Diego will soon have another company name removed from its exterior, just a few months after its former co-owner, Manchester Financial Group, put its moniker on the Ash Street building.

By Lou Hirsh November 10, 2016 2:55 p.m. share »