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Food and Beverage M&A: Fresh and Healthy Appeal, but Save Room for Dessert

Focus Investment Banking

Strategic buyers pursued opportunities across the food and beverage landscape, while private equity was largely sidelined by the rate environment. FreshEdge is no stranger to M&A the deal with Frontier Produce represents FreshEdges seventh acquisition since Wind Points initial investment in 2022.

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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity.

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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. If you have moderate to high risk tolerance, I might recommend something like this: Equities: 80% (mostly U.S.

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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

Murden previously served at Redburn between 2004 to 2022 before leaving to join RBC. “Reto has a superb reputation with the Swiss clients and beyond. Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Pete Murden is also set to re-join the firm in July from Tourmaline.

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Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

CNBC: Investing

The 20% portion is split among structured notes to offer downside protection and income, as well as private credit, private equity, real estate and commodity ETFs. Market Neutral Anti-Beta Fund (BTAL) and the Clough Hedged Equity ETF (CBLS). Wealth Management in Boca Raton, Fla.,

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New Home Co. Completes Acquisition of Landsea Homes Corporation

Global Newswire by Notified: M&A

Landsea Homes was honored as the Green Home Builder 2023 Builder of the Year, after being named the 2022 winner of the prestigious Builder of the Year award, presented by BUILDER magazine, in recognition of a historical year of transformation. Landsea Homes shareholders are receiving $11.30

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Legal software company Clio drops $1B on law data giant vLex

TechCrunch: M&A

vLex, which was largely bootstrapped until it was purchased by private equity firm Oakley Capital in 2022, has been a highly sought-after asset, according to Jack Newton, CEO and founder of Clio. billion in 2021 to $3 billion. vLex competes with the Thomson Reuters-owned legal database and LexisNexis.