Beyond M&A

AUGUST 13, 2025

When you’re working as an external consultancy on M&A integration, one big piece of the puzzle is how many meetings the buy-side team should actually have. A lot of folks on the buy-side are juggling integration on top of their usual workload, which naturally means they’re suddenly in a lot more meetings—like at least a weekly Integration Management Office (IMO) sync, functional workstream meetings, Steering Committees, vendor catch-ups, etc.

M&A

The TRADE

AUGUST 13, 2025

Technology provider Beeks Financial Cloud Group has launched a new AI solution – Market Edge Intelligence – as it looks to provide passive monitoring of capital markets data directly at the network edge.   The offering is expected to drive innovation in trading intelligence, by bringing real-time AI analytics and predictive intelligence capabilities directly to colocation facilities, to provide actionable insights to clients.

Trading

JD Supra: Mergers

AUGUST 7, 2025

In this edition of UK Equity Capital Markets Insights, we cover the following developments: • Consultation by the UK Takeover Panel on IPO Disclosures and Dual Class Share Structures - • The Publication of the UK FCA’s Final Rules on the Public Offers and Admissions to Trading Regime - • The Publication of the UK Digitisation Taskforce’s Final Report on the Proposed Approach to Digitise the UK’s Shareholding Framework - • The Publication by the UK FCA of Its Latest Primary Market Bulletin.

Capital Market

The TRADE

AUGUST 6, 2025

Order management systems (OMSs) and execution management systems (EMSs) are becoming increasingly important for asset managers looking to optimise their trading workflows, however more than half of equity buy-side traders prefer to use separate systems, a new report by Coalition Greenwich has revealed. Despite some uptake of integrated OEMS systems in recent years, of the respondents interviewed in the study, only 28% stated that they preferred using a single platform that combines order and

Equities

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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?

Business

CNBC: Investing

AUGUST 6, 2025

Analyst Ronald Ho provided a list of more than two dozen stocks expected to report earnings between Aug. 5 and Sept. 2 that are rated overweight by the firm.

Stock

European Investment Bank

AUGUST 7, 2025

The EIB Group publishes semi-annually its Group Risk Management Disclosure report (the GRMD Report) which provides qualitative and quantitative disclosures about EIB Group’s risk profile, risk management structure and risk policy. The GRMD Report – also referred to as “Pillar 3” - enhances the EIB Group’s market transparency with respect to its risk profile, risk management policies and practices.

Risk Management

The TRADE

AUGUST 12, 2025

The FIX Trading Community has published Market Model Typology (MMT) 5.0, as part of an effort to provide an industry data standard to help firms prepare for the upcoming European consolidated tape.   MMT is an industry data standard for classifying trades across European capital markets, and the offering is set to meet the needs of firms such as investment banks and hedge funds by helping them understand the details of published transactions, to maintain transparency in market data.

Trading

Beyond M&A

AUGUST 8, 2025

When asked about his process, Michelangelo once said: “I saw the angel in the marble and carved until I set him free.” It’s a poetic way to describe what is, at its core, a process of removal, refinement, and revelation. And honestly—it reminds me a lot of tech due diligence. Because sometimes, our job isn’t to spot what’s broken. It’s to chip away the noise and uncover the value that’s already there , just waiting to be seen.

Investment

CNBC: Investing

AUGUST 9, 2025

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Stock

Lake Country Advisors

AUGUST 6, 2025

Selling your business isn’t just about the payout; it’s about choosing the kind of future you want for yourself, your team, and the company you built. The type of buyer you sell to shapes every part of that outcome. Whether you want to walk away quickly, stay involved in some way, or protect your company culture, it all starts with knowing who’s on the other side of the deal and what that means for you.

Investors

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

AUGUST 11, 2025

If you are selling a business or acquiring one, particularly in the middle market or large-cap space, you will likely hear the term representation and warranties insurance (RWI). It is a common tool in mergers and acquisitions (“M&A”) that can protect both buyers and sellers while making the deal process smoother for all parties.

Insurance

The TRADE

AUGUST 11, 2025

JP Morgan JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas.  The new offering is set to unify the previously separate structuring teams across sales, trading and banking, and address the evolving needs of JP Morgan’s institutional clients.

Trading

Focus Investment Banking

AUGUST 7, 2025

FOCUS Investment Banking Represents Verigent in its Sale to Allied Resources Group Washington, DC (August 7, 2025) – FOCUS Investment Banking (“FOCUS”), a leading middle market investment bank, is pleased to announce that it served as the exclusive financial advisor to Verigent , a premier national staffing firm specializing in Telecom and IT network infrastructure, in its acquisition by Allied Resources Group (“ARG”).

Investment Banking

Beyond M&A

AUGUST 11, 2025

Over the past year, we’ve been talking about how M&A IT integration is changing — and not in the ways many of us expected. In earlier posts, we covered: The plumbing problem is easing — connectivity, standard APIs, and modern cloud platforms make the baseline migration simpler. The complexity is shifting — application dependencies, AI integration, and business logic alignment are now the real headaches.

M&A

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

AUGUST 9, 2025

The activist investor appreciates Viasat's Defense and Advanced Technologies business, dubbing it a 'crown jewel' that may be due for a spinoff or IPO.

IPO

JD Supra: Mergers

AUGUST 8, 2025

Please join Williams Mullen attorneys Jenny Connors and Anna Derewenda as they break down two of the most powerful tax strategies available today - Qualified Opportunity Zones (QOZ) and Qualified Small Business Stock (QSBS) - and how they are being reshaped by the One Big Beautiful Bill Act (OBBB Act).

Stock

The TRADE

AUGUST 12, 2025

Citi has named Jig Patel as head of prime finance for Japan, Asia North, Australia (JANA) and Asia South, as part of the firm’s push to develop its prime finance offering in these markets.   Jig Patel Patel will be based out of Hong Kong in his new role and is set to support the growth of Citi’s prime finance platform, as well as assume the responsibility for prime product, stock borrow and lending, synthetic prime brokerage, funding trading, in business risk and the oversight of the client exec

Finance

Deal Lawyers

AUGUST 10, 2025

Barclays Shareholder Advisory Group recently published its H1 2025 Review of Shareholder Activism.

Advisory

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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.

IT

Beyond M&A

AUGUST 7, 2025

When I first started delivering tech due diligence for investors, it felt like standing on the edge of a cliff. Sleepless nights. Reports that were far too long. Endless second-guessing. It took years of sharpening my approach—and a lot of humility—to gain the confidence I have today. The key shift? Resetting my mindset. Approaching this world with a beginner’s mind —willing to listen, learn, and adapt—was the real game-changer.

Investors

Private Equity Info

AUGUST 12, 2025

Skip to content Solutions Investment Bankers Private Equity Investors Consultants & Advisors Executive Recruiters Business Owners Features Data Pricing Blog Newsletter Login Request a free trial Investment Trends Exits slow in 2025, after a post-COVID bounce back Posted August 12, 2025 by Andy Jones | Private Equity Info Every six months, we take a look at the ratio of private equity investments to exits to evaluate how the market is reacting to macroeconomic trends.

Private Equity

JD Supra: Mergers

AUGUST 8, 2025

In BBP Holdco, Inc. v. Brunswick Corporation, decided July 14, the Delaware Superior Court delivered a resounding defense of the “fair disclosure” standard in M&A transactions. Judge Paul R. Wallace’s 45-page decision after an 11-day trial rejected all fraud and breach of contract claims brought by buyers who alleged that the seller failed to adequately disclose the potential scope of European regulatory issues affecting bowling pinsetter products.

M&A

The TRADE

AUGUST 12, 2025

Digital Asset, in collaboration with a consortium of financial institutions, has successfully completed the first transaction on the Canton Network which allows for real-time, on chain financing of US Treasuries (UST) against USDC.    Justin Peterson Among those included in the industry working group which supported the completion of the transaction are Bank of America, Circle, Citadel, Digital Asset, The Depository Trust and Clearing Corporation (DTCC), Cumberland DRW, Hidden Road, Societe Gene

Collaboration

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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

PCE

AUGUST 12, 2025

Unlock maximum value. Minimize disruption. Exit on your terms. If you’re wondering how to sell a business or need a step-by-step sell-side M&A process, PCE’s experienced team will guide you from valuation and preparation through buyer negotiations and deal execution.

M&A

Beyond M&A

AUGUST 6, 2025

At Beyond M&A, our core service is assessing companies for investment and buyout. We sit in boardrooms, sift through codebases, and help investors make high-stakes decisions with confidence. But here’s the truth: we never wanted to be clipboard-holding auditors. That’s not our style. We believe in being on the same journey as the companies we assess.

Investors

Deal Lawyers

AUGUST 8, 2025

It seems the days of RWI being limited to deals of $50 million or more are over. This Woodruff Sawyer blog says that RWI providers are now offering products with features that make sense for smaller deals. Small deals have always faced a structural mismatch with RWI.

Underwriting

JD Supra: Mergers

AUGUST 8, 2025

The In re Columbia Pipeline Group Merger Litigation decision clarifies that a buyer may not be found liable for aiding and abetting a seller-side breach of fiduciary duty unless the buyer had actual knowledge—not merely constructive knowledge—of both the seller-side fiduciary breach and the wrongfulness of the buyer’s own conduct.

Mergers

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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

AUGUST 8, 2025

UK investment bank Panmure Liberum has appointed James Bastick as a director, equity trader. London-based Bastick joins the firm from Singer Capital Markets, where he served as a UK equities market maker from January to July 2025. Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.

Capital Market

CNBC: Investing

AUGUST 12, 2025

The S&P 500's forward multiple sits at the high end of its 20 year historic range. Megacap tech stocks represent the bulk of the earnings growth.

S&P

Align Business Advisory Services

AUGUST 11, 2025

Summer is often the season for out-of-office replies, empty corner offices, and deal teams sneaking in some time at the beach. Not this year. This August, Wall Street is setting records instead of vacation plans, as highlighted in an article published this week in the Wall Street Journal. According to LSEG, last week was the. Read More » The post Hot Deal Summer: Why the Heat on Wall Street Matters for Lower Middle Market Sellers appeared first on Align BA.

Middle Market

The New York Times: Banking

AUGUST 8, 2025

More than a decade after the government bailed out the mortgage giants, the Trump administration is looking for a partial stock-market exit.

Investors

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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