CNBC: Investing

JULY 12, 2025

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Trading 121

Trading S&P Stock Healthcare 121

JD Supra: Mergers

JULY 14, 2025

The French Competition Authority recently fined several companies for no-poach agreements, following similar action by the European Commission in the online food delivery sector. These decisions mark a sharp escalation in labor market antitrust enforcement and give further support to the position that no-poach agreements qualify as “by object” violations.

Food 165

Food Investment 165

The TRADE

JULY 14, 2025

Aberdeen Investments, Lloyds Banking Group and Archax have completed the first UK trade using digital assets. Specifically, the initiative is set to advance the use of blockchain technology using tokenised real-world assets (RWAs) as collateral. Tokenised units of Aberdeen Investment’s money market fund (tMMF) and tokenised UK gilts were used as collateral for FX trades between Aberdeen and Lloyds, while FCA-regulated digital asset exchange Archax issued, transferred, and securely held these dig

Trading 72

Trading Banking Bank Investment 72

How2Exit

JULY 15, 2025

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Under his leadership, the firm expanded nationally and internationally, navigated cultural integration with nuance, and doubled down on values while tripling in size.

M&A 130

M&A Professional Services Book-building Acquisitions 130

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Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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The New York Times: Banking

JULY 10, 2025

New payment systems allow users and banks to bypass the U.S. currency and sanctions.

Banking 94

Banking Bank Telecommunication Financial Institution 94

CNBC: Investing

JULY 11, 2025

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Stock 68

Stock S&P Media Investment 68

The TRADE

JULY 10, 2025

Jupiter is set to acquire the entirety of asset manager CCLA Investment Management for a consideration of £100 million. The deal will be funded entirely from existing balance sheet cash resources. Matthew Beesley The acquisition is subject to regulatory approval and is currently expected to complete before the end of the calendar year. The move is motivated by strategic, cultural and financial perspectives and “delivering progress against multiple objectives,” according to Jupiter.

Investment Manager 52

Investment Manager Management Investment Mergers and Acquisitions 52

Focus Investment Banking

JULY 9, 2025

How Investment Bankers are Different than Brokers Why Dental Business Owners Choose Bankers Over Brokers When it comes time to sell, many dental practice owners are unsure whether to work with a broker or a banker. The difference isn’t just semantics—it can significantly affect your outcome. At FOCUS Investment Banking , we offer the same sell-side process used for billion-dollar transactions to sellers of $10 to $200 million companies.

Broker 52

Broker Investment Healthcare Negotiation 52

The New York Times: Banking

JULY 15, 2025

JPMorgan’s chief, Jamie Dimon, lauded the “resilient” U.S. economy as his bank reported bumper quarterly earnings.

Banking 85

Banking Bank Financial Institution Stock 85

CNBC: Investing

JULY 9, 2025

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Stock 60

Stock Banking Bank Financial Services 60

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

Bank

JD Supra: Mergers

JULY 10, 2025

Navigating the Committee on Foreign Investment in the United States has long been a key consideration for inbound investors to the U.S. But at the start of 2025, a new regulatory framework was introduced to limit certain outbound investments and transactions by domestic entities. With the new rules having been in effect for six months, we explore their impact on deal structuring.

Investment 159

Investment Investors 159

The TRADE

JULY 9, 2025

Algo optimisation is expected to see the greatest impact from AI adoption by buy-side equity firms, a report by Coalition Greenwich has revealed. According to the study, 78% of buy-side equity traders predict that this area will see the most benefits, with 61% also foreseeing impacts on venue selection, and 50% on broker and strategy choices. As discourse around AI gains traction in the industry, buy-side equity traders are increasingly looking to leverage the technology, with approximately

Equities 52

Equities Trading Broker Consulting 52

American Banker - Investment Banking

JULY 15, 2025

Chairman and CEO Jamie Dimon said in a Tuesday statement that "the U.S. economy remained resilient" during the second quarter, adding that the recent tax cuts and potential deregulation are "positive for the economic outlook.

Economics 59

Economics Investment Banking Capital Investment 59

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. Founders are frequently flattered by the attention and intrigued by the implied value.

Private Equity 52

Private Equity Equities Valuation M&A 52

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

Finance

CNBC: Investing

JULY 15, 2025

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Stock 87

Stock Bank Banking Investment 87

JD Supra: Mergers

JULY 14, 2025

The U.S. merger and acquisition landscape continues to demonstrate strategic resilience, with Hart-Scott-Rodino (HSR) premerger notification data through June 2025 revealing a market that prioritizes careful planning over aggressive expansion. Companies filed 1,519 HSR notifications during the first nine months of Fiscal Year 2025 (October 2024 through June 2025), maintaining steady deal flow despite challenging economic conditions.

Economics 177

Economics Mergers and Acquisitions M&A Mergers 177

The TRADE

JULY 14, 2025

As capital markets have continued to evolve at a rapid pace – with increased regulatory scrutiny showing no sign of let up – 87% of companies have increased their investment in the cloud over the last two years, according to a recent report by the London Stock Exchange Group. The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension

Investment 52

Investment Financial Market Private Equity Asset Management 52

Solganick & Co.

JULY 11, 2025

July 11, 2025 – Solganick has created a company valuation calculator that covers the software and IT services sectors. It provides average valuation multiples based on current market activity, public and private information, research reports, and Solganick’s proprietary transaction database. Subsectors include: Artificial Intelligence Software Artificial Intelligence Consulting Cloud Computing Consulting Cloud Computing Software Cybersecurity Software Cybersecurity IT Services/Consu

Valuation 40

Valuation IT Consulting Healthcare 40

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The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

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Equiteq

JULY 9, 2025

Equiteq, a global investment bank specializing in the technology services and consulting sector, is pleased to announce the appointment of Derek Bell as Managing Director. This addition further strengthens Equiteq’s North American leadership team and reinforces the firm's commitment to growth, innovation, and delivery of outstanding client outcomes.

Management 52

Management Investment Banking Consulting Banking 52

CNBC: Investing

JULY 13, 2025

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S&P 139

S&P Stock Valuation Shares 139

JD Supra: Mergers

JULY 10, 2025

Macroeconomic volatility, shifting trade policies, and regulatory change continue to shape the dealmaking landscape. Here we explore the challenges and opportunities for buyers and sellers navigating uncertain markets. The rapidly changing macro landscape through the first six months of the year has made M&A deals, challenging to execute. Global M&A by value stood at USD1.6 trillion during the first half of the year, which although higher than during the same period last year masks a.

M&A 165

M&A Trading 165

The TRADE

JULY 15, 2025

UK investment bank Panmure Liberum has partnered with South African bank, Nedbank’s corporate and investment banking division, to deliver a trading agreement across South African and Pan-European equity markets. Jason Quinn Through the offering, both banks will provide co-branded research across the countries, as well as taking on corporate advisory opportunities in the UK and for dual listed companies in the UK and South Africa.

Equities 52

Equities Investment Banking Corporation Capital Raising 52

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In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

Manufacturing

The New York Times: Banking

JULY 15, 2025

The C.E.O. of JPMorgan Chase, who has rarely taken on President Trump during his second term, wades into the argument over the Federal Reserve chair.

Financial Institution 71

Financial Institution Government Banking Bank 71

Private Equity Info

JULY 15, 2025

Private equity firms are sharpening their sector strategies amid a complex dealmaking environment shaped by macro uncertainties, evolving tech landscapes, and a heightened focus on operational efficiency. As market conditions shift, so too does the allocation of capital, toward industries with more scalable growth.

Private Equity 52

Private Equity Equities IT Capital 52

CNBC: Investing

JULY 13, 2025

TipRanks' analyst ranking service highlights three dividend-paying stocks, including ConocoPhillips and U.S. Bancorp, that are favored by Wall Street's top pros.

Stock 101

Stock 101

JD Supra: Mergers

JULY 9, 2025

How are dealmakers responding to an uncertain and volatile macro environment? Our latest M&A Insights report offers a global perspective on the forces shaping M&A activity, from the rising interest in the European defense sector to the creative transactional structures being deployed by life sciences innovators to navigate challenging markets.

M&A 159

M&A Equities Investors 159

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In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

Healthcare

The TRADE

JULY 11, 2025

Why is data transparency so important for trading fixed income in APAC? Riad Chowdhury, Paulo Costa Costa: The emergence of algo automation trading that we’ve seen over the last few years in Europe, in the US, and now increasingly seen in Asia is a key driver to this. There’s now a lot more process-focused pieces and what drives all of those processes and automation is data.

Trading 52

Trading Electronics IT Business 52

Deal Lawyers

JULY 14, 2025

Yes, the circumstances surrounding the U.S. Steel & Nippon Steel deal were unprecedented. You’re unlikely to ever face a similar combination of challenges in your career.

Acquisitions 100

Acquisitions 100

Global Newswire by Notified: M&A

JULY 15, 2025

NEW YORK, July 15, 2025 (GLOBE NEWSWIRE) -- Portman Ridge Finance Corporation (NASDAQ: PTMN) (“Portman Ridge” or “PTMN”) today announced the closing of the previously announced merger of Logan Ridge Finance Corporation (NASDAQ: LRFC) (“Logan Ridge” or “LRFC”) with and into PTMN, with PTMN remaining as the surviving company. Based on July 11, 2025 financial data, the combined company had total assets in excess of $600 million.

Finance 40

Finance Finance Corporation Mergers 40

CNBC: Investing

JULY 12, 2025

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Media 56

Media Stock Investment Business 56

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Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?

Management