Trending Articles

article thumbnail

The UK Takeover Panel’s Guidance on “Stub Equity” In Take-Private Transactions

JD Supra: Mergers

On 3 July 2025, the UK Takeover Panel (Panel) published a new Practice Statement 36 (PS 36), which provides formal guidance on how the Panel will interpret and apply the Takeover Code to an “unlisted share alternative” (known as stub equity) in the context of a take-private transaction of a UK public company.

Equities 171
article thumbnail

What If The “Right Fit” Ends Up Being Wrong?

H. Friedman Search

Life At The New Firm Matching a candidate to a client company is not a perfect science. On paper and through the interview process, everything looks great between candidate and the new firm; however, sometimes with the greatest intentions, it just does not work out for one reason or another. To no one’s fault, it’s simply not the right fit. So, what’s to do?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Hostile Or Not, Every Merger Brings A Battle

JD Supra: Mergers

The merger landscape in the United States is shifting once again. After a period marked by stricter antitrust enforcement and skepticism toward merger transactions, recent developments suggest a renewed openness to structural remedies, such as divestitures, to resolve competitive concerns. This evolution in enforcement strategy may signal not only greater regulatory flexibility but also a potential resurgence in corporate dealmaking, including, in some cases, hostile takeovers.

Mergers 183
article thumbnail

Goldman's top trades for this upcoming earnings season

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Trading 118
article thumbnail

15 Modern Use Cases for Enterprise Business Intelligence

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?

article thumbnail

The Dollar’s in Trouble, but Not for the Reason You Think

The New York Times: Banking

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

Bank 94
article thumbnail

Lessons from Nippon’s Acquisition of U.S. Steel

Deal Lawyers

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.

More Trending

article thumbnail

Aberdeen Investments, Lloyds Banking Group and Archax leverage digital assets in UK-first trade

The TRADE

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
article thumbnail

Goldman Sachs becomes second Wall Street bank to raise its S&P 500 target this week

CNBC: Investing

The strategist's updated forecast puts Goldman among the three most bullish Wall Street firms.

S&P 116
article thumbnail

S.E.C. Accuses Prominent Georgia Republican of Running Ponzi Scheme

The New York Times: Banking

Edwin Brant Frost IV, a well-known Republican, is accused of defrauding 300 investors of $140 million, and using some funds for political donations. He said he took “full responsibility.

Funds 97
article thumbnail

DExit: Will Nevada & Texas Shoot Themselves in the Foot with Investors?

Deal Lawyers

Over on The M&A Law Prof Blog, Prof. Brian Quinn looked at the recent amendments to Texas’s corporate statute and came away unsure about whether the state has any idea what it’s doing.

Investors 100
article thumbnail

Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

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.

article thumbnail

Jupiter to acquire CCLA Investment Management in £100 million deal

The TRADE

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.

article thumbnail

Bank of America says these five stocks have more room to run

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Stock 129
article thumbnail

Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our healthcare services clients (e.g., physician groups, dental practices, behavioral health) are highly sought after, and multiple buyers often bid competitively against one another to win the deal.

article thumbnail

ReserveOne Sets Out to Build the Digital Reserve of the Future

Global Newswire by Notified: M&A

Plans to List on NASDAQ Following Business Combination with M3-Brigade Acquisition V Corp. in a $1 Billion Transaction Plans to List on NASDAQ Following Business Combination with M3-Brigade Acquisition V Corp.

article thumbnail

Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

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.

article thumbnail

M&A in a period of turbulence

JD Supra: Mergers

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
article thumbnail

AI to have greatest impact on algo optimisation in equity trading, report finds

The TRADE

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

article thumbnail

Top Wall Street analysts are upbeat about these dividend-paying stocks

CNBC: Investing

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 100
article thumbnail

How Investment Bankers are Different than Brokers

Focus Investment Banking

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
article thumbnail

Enhance Customer Value: Unleash Your Data’s Potential

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.

article thumbnail

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

Software Equity Group

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.

article thumbnail

Preferred and structured equity investments in the spotlight amid uncertain markets

JD Supra: Mergers

Preferred equity investing is on the rise amid a search for yield and a fall in the number of high-quality assets coming to market. Here we explore the growing appeal of preferred equity instruments, outline the terms that are heavily negotiated in deals—and explain their impact on M&A.

Equities 177
article thumbnail

Over the last two years 87% of companies have increased investment in the cloud, finds report

The TRADE

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

article thumbnail

Tom Lee's Granny Shots ETF is crushing the market and raking in cash

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Funds 143
article thumbnail

Deliver Mission Critical Insights in Real Time with Data & Analytics

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.

article thumbnail

EIB Group Compliance Activity Report 2024

European Investment Bank

The EIB Group Compliance Activity Report for 2024 describes the EIB Group Compliance Functions’ organisational set-up, activities, ongoing work to further strengthen the policy framework and the management of the risks under their remit, and includes the foreseen priorities for 2025.

article thumbnail

Equiteq Expands North American Leadership With Appointment of Managing Director

Equiteq

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.

article thumbnail

Deal structuring in focus as U.S. outbound investment regime takes effect

JD Supra: Mergers

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.

article thumbnail

Fireside Friday with… MarketAxess’ Riad Chowdhury and Paulo Costa

The TRADE

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
article thumbnail

Using Data & Analytics for Improving Healthcare Innovation and Outcomes

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.

article thumbnail

Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Stock 91
article thumbnail

Strategic Finance Jobs: An Upgrade Over Corporate Finance, or a Smoke Screen for Standard FP&A Work?

Mergers and Inquisitions

Whenever I write about Corporate Finance jobs on this site, there’s always a fair amount of criticism in the comments. People seem to think that I’m too harsh in explaining why I “don’t like” these jobs and do not recommend them for most university and MBA students. But many corporations also realized that Corporate Finance has a branding problem , because they created “Strategic Finance” roles.

article thumbnail

Fourth Circuit Paves a Bumpier Path to Post-Deal D&O Coverage

Sidley Shareholder Litigation

On May 28, 2025, the Fourth Circuit in Towers Watson & Co. v. National Union Fire Insurance Co. affirmed the denial of D&O liability insurance coverage to Towers Watson in connection with its 2015 merger with Willis Group. This marked the Fourth Circuit’s second opinion in the case since 2023, each time issuing significant rulings on the “bump-up” exclusion in D&O policies.

article thumbnail

SPACs Are Back: Takeaways from the 2025 SPAC Conference

JD Supra: Mergers

On June 17 and 18, DealFlow Events held its annual SPAC conference, a long-standing gathering of key players in the SPAC ecosystem. I was once again invited to speak at the event, which provided an opportunity to explore current challenges in the SPAC market and to gain insight into where the market is headed. I must say, I did not anticipate the level of enthusiasm and excitement at this year’s event; it was phenomenal, far exceeding my expectations.

IT 165
article thumbnail

Navigating the Future: Generative AI, Application Analytics, and Data

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?