Practical M&A Treatise: The 2025 Edition is Here!
Deal Lawyers
NOVEMBER 18, 2024
We recently put the finishing touches on the annual update for the Practical M&A Treatise.
2025 Accountant M&A 
01-25-2025 Newsletter: 6 Buyside Recruiting Myths
OfficeHours
JANUARY 25, 2025
In 2025 we recommend focusing more on an actively engaging and proactive strategy. If you seriously mess up with a headhunters client, that feedback will come back to the headhunter – and sometimes in a super blunt manner. Real world example: Wow, X was not ready for this – how did they make the cut? Not recommended. It depends.
Recruitment 
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Trending Sources
EU’s competition unit takes a deeper look at Amazon’s iRobot acquisition
TechCrunch: M&A
JULY 7, 2023
The bloc has a history of greenlighting tech M&A, even when concerns are high, such as Google’s controversial purchase of Fitbit — which the EU cleared at the end of 2020 after accepting commitments in relation to the Fitbit API and a pledge from Google not to use Fitbit users’ health data for advertising for ten years.
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06-27-2023 Newsletter: Murmurings of On-Cycle 2025
OfficeHours
JUNE 27, 2023
So where do we stand today… On-Cycle Buyside Recruiting UPDATE FOR 2025 Headhunters, including Henkel and Gold Coast , are already reaching out to incoming analysts about on-cycle buyside recruiting. Connect with an OfficeHours Coach for an update on what we’re hearing live! Should I interview today?:
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07-08-2023 Newsletter: On-Cycle 2025 FAQs
OfficeHours
JULY 8, 2023
What we know/What we don’t know Hey All — Rohit here, we’ve been getting asked quite a bit about On-Cycle 2025 — when it might happen, should individuals be getting reached out to by Headhunters, what firms individuals should focus on, when they should begin their prep, how we might be able to help, etc. I don’t think so.
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Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’
CNBC: Investing
JUNE 9, 2025
"We believe eToro's strength is in its 'social trading aspect' which is driving higher monetization per funded account. We see an opportunity to grow funded accounts by converting registered users, and through new expansion opportunities in Asia and U.S."
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Inception Growth Acquisition Limited Announces Extension of Business Combination Period
Global Newswire by Notified: M&A
JUNE 11, 2025
The purpose of the extension is to provide additional time for the Company to complete a business combination.
How to Conduct Effective M&A Cybersecurity Due Diligence
Devensoft
MAY 16, 2023
Mergers and acquisitions (M&As) are surefire ways of helping companies grow in size and leapfrog their rivals. However, while they are significant investments that promise game-changing returns, neglecting M&A cybersecurity can present serious risks. trillion by 2025. What Is Cybersecurity Due Diligence?
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Tarkett- AVAILABILITY OF THE OTHER INFORMATION DOCUMENT RELATING TO THE LEGAL, FINANCIAL, ACCOUNTING AND OTHER CHARACTERISTICS OF TARKETT
Global Newswire by Notified: M&A
JUNE 9, 2025
THIS DOCUMENT IS AN UNOFFICIAL ENGLISH-LANGUAGE TRANSLATION OF THE PRESS RELEASE REGARDING THE “OTHER INFORMATION” DOCUMENT (DOCUMENT AUTRES INFORMATIONS) WHICH WAS FILED WITH THE FRENCH AUTORITÉ DES MARCHÉS FINANCIERS ON JUNE 6, 2025.
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09-26-2023 Newsletter: From investment banking to PE to Tech: Michael DeMaria’s path from banker to founder — Join us this Friday at noon!
OfficeHours
SEPTEMBER 26, 2023
His passion for learning more about software companies and the founders that scale them led him to transition into Software M&A and Capital Raising at Union Square Advisors LLC. Overheard on OfficeHours Listen to OfficeHours on Spotify. How was your experience recruiting into Private Equity?
Tarkett Participation- AVAILABILITY OF THE OTHER INFORMATION DOCUMENT RELATING TO THE LEGAL, FINANCIAL, ACCOUNTING AND OTHER CHARACTERISTICS OF TARKETT PARTICIPATION
Global Newswire by Notified: M&A
JUNE 9, 2025
THIS DOCUMENT IS AN UNOFFICIAL ENGLISH-LANGUAGE TRANSLATION OF THE PRESS RELEASE REGARDING THE “OTHER INFORMATION” DOCUMENT (DOCUMENT AUTRES INFORMATIONS) WHICH WAS FILED WITH THE FRENCH AUTORITÉ DES MARCHÉS FINANCIERS ON JUNE 6, 2025.
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Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal
The TRADE
JANUARY 13, 2025
The transaction is expected to complete in Q2 2025, subject to regulatory approvals. According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5
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Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?
iMerge Advisors
APRIL 15, 2025
For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? Buyers will compare this to your internal procedures. AWS, Google Cloud).
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What are the regulatory hurdles in cross-border M&A for tech companies?
iMerge Advisors
APRIL 10, 2025
Summary of: Regulatory Hurdles in Cross-Border M&A for Tech Companies: What Founders and Dealmakers Need to Know Cross-border M&A has long been a strategic lever for technology companies seeking scale, market access, or innovation synergies. China, Russia) Access to sensitive personal data of U.S. In the U.S.,
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10-11-2023 Newsletter: How to win in Investment Banking? From Analyst to VP
OfficeHours
OCTOBER 11, 2023
Periscope Equity & OfficeHours Discuss Associate Success in Private Equity OfficeHours From IB Associate to Growth Equity to Entrepreneurship OfficeHours From Student-Athlete to Private Equity Associate to Incoming MBA OfficeHours Where do you currently stand in On-Cycle 2025 Recruiting? Yes, I’m interested!
What’s the difference between an asset sale vs. stock sale for tech companies?
iMerge Advisors
APRIL 13, 2025
Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale? What Is a Stock Sale?
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10-27-2023 Newsletter: From Investment Banking to Media & Entertainment
OfficeHours
OCTOBER 27, 2023
Bring Questions for Rhea Harsoor TODAY at 3PM ET! How does one go from IB to Media? Transitioning from a career in investment banking to the dynamic world of media may seem like a significant shift. Overheard on OfficeHours Listen to OfficeHours on Spotify.
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10-17-2023 Newsletter: How Much Money Should You Have Saved by 30?
OfficeHours
OCTOBER 17, 2023
Once I started working in finance, I educated myself on different investment types, what effective budgeting really meant, and where I should be putting my money to maximize return and diversification. This stuff isn’t rocket science, but it’s also not intuitive! So you want to pursue a role in Private Equity and Growth Equity?
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07-13-2023 Newsletter: Why On-Cycle Recruiting is Easier than Off-Cycle
OfficeHours
JULY 13, 2023
When they ask you about your deals, metrics, did you hold the pen on the model, what did synergies look like on the M&A front, did you think through revenue builds, organic growth, inorganic means, etc. WHAT DEAL AND METRICS AND MODEL ARE YOU GOING TO TALK ABOUT SINCE YOU’RE ONLY IN TRAINING?! Interviews then will be tougher.
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So you want to pursue a role in Growth?
OfficeHours
AUGUST 23, 2023
She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M. Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Ross School of Business and her master’s degree from Harvard Business School.
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Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion
Solganick & Co.
MARCH 10, 2025
March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Kavaliro is expecting to increase its workforce in these two areas by over 20% in 2025. ORLANDO, FL.,
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Technology Services Mergers Update – Q1 2024
Solganick & Co.
APRIL 24, 2024
Solganick Technology Services M&A Update – Q1 2024 Final April 25, 2024 – Los Angeles and Dallas – Solganick & Co. (“Solganick”) has issued its latest technology services industry sector mergers and acquistions (M&A) update report for Q1 2024. of all transactions through YTD.
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
OfficeHours
OCTOBER 23, 2023
Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets.
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10-20-2023 Newsletter: Why PE Investors Care About Inflation
OfficeHours
OCTOBER 20, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Currently, inflation in the U.S.
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10-16-2023 Newsletter: So you want to pursue a role in Private Equity?
OfficeHours
OCTOBER 16, 2023
If you’re a ‘ new kid on the block ’ in the world of finance, you might have thought about what it’s really like to work on the Buyside and if all the excitement is true. People often say not to mess up an interview because it could affect your chances for more opportunities in the future. Take advantage of our October Promotion! Just do it.
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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…
OfficeHours
JULY 11, 2023
Is It Possible That On-Cycle 2025 Is Around The Corner? Hey All — Rohit here and it’s been a busy couple of days – word has gotten out about Diversity Events at Megafunds already starting for On-Cycle 2025… needless to say we’ve been pretty swamped with inbounds and LOTS of calls happening. Are you seeing US govt.
How ESG Creates Value for Food and Beverage Companies
Focus Investment Banking
JUNE 22, 2023
trillion in 2016, and by 2025 global ESG assets may exceed $50 trillion. trillion in 2016, and by 2025 global ESG assets may exceed $50 trillion. ESG—environmental, social, and governance factors—continues to capture headlines for a variety of reasons, perhaps most notably for its rapid rise. trillion in 2018 and $22.8
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MIND CTI to Acquire Aurenz GmbH
Global Newswire by Notified: M&A
JANUARY 10, 2025
10, 2025 (GLOBE NEWSWIRE) -- MIND C.T.I. YOQNEAM, Israel, Jan.
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RIA Valuation Multiples: 2024 Report
Sica Fletcher
OCTOBER 16, 2024
The tables below outline the multiples proper, while the sections that follow take a deeper look into factors affecting RIA valuations as well as market conditions moving into Q4 of 2024 and into 2025. The following sections outline factors affecting these individual deals, including fee structure, client demographics, and growth potential.
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How to Get an Investment Banking Internship
Mergers and Inquisitions
DECEMBER 20, 2023
The IB internship recruiting timeline is now so insane that even mainstream news sources like the Wall Street Journal are writing about it (“ The Race Is On to Hire Interns for 2025. If you want to know how to get an investment banking internship, it’s simple: Start very, very early and have a great “Plan B” if something goes wrong.
C Corp vs. S Corp vs. LLC: Essential Information for Software Executives
Software Equity Group
SEPTEMBER 17, 2024
Choosing the correct corporate structure is vital for software executives who want to optimize tax efficiency and prepare for potential M&A exits. Some tax experts have their clients elect S Corp or LLC status to avoid double taxation, but there’s much more to consider if you’re interested in any type of M&A exit.
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52 Will a buyer expect us to have audited financials or GAAP-compliant statements? What financial documentation might I be overlooking as we prepare for a sale?
iMerge Advisors
APRIL 14, 2025
In this article, well break down what buyers expect, when audits or GAAP compliance become essential, and which financial documents are often overlooked yet critical in a successful M&A process. Summary of: Will a Buyer Expect Audited or GAAP-Compliant Financials? What Financial Documentation Are You Overlooking?
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Food and Beverage Industry: Dairy Sector Spotlight
Focus Investment Banking
SEPTEMBER 10, 2024
The take-home segment dominates, accounting for $17 billion of the market. Who Are The Buyers in Dairy Products M&A? Unlock the potential of the dairy market by embracing change and innovation in an evolving industry For business owners in the food and beverage industry, the dairy market presents both challenges and opportunities.
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What last-minute issues or negotiations should I expect right before closing an acquisition deal (for example, purchase price adjustments, escrow holdbacks, IP warranty clauses)?
iMerge Advisors
APRIL 14, 2025
Summary of: Last-Minute Deal Dynamics: What to Expect Before Closing an Acquisition For founders and CEOs navigating the final stretch of an M&A transaction, the days leading up to closing can feel deceptively quietuntil theyre not. Setting the target : Is it based on a 12-month average, trailing 3 months, or a seasonal adjustment?
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What is the role of due diligence in selling a software company?
iMerge Advisors
APRIL 16, 2025
This article explores the strategic importance of due diligence in software M&A, what buyers are really looking for, and how sellers can prepare to navigate this critical phase with confidence. Customer Concentration: Is the business overly reliant on a few key accounts? Compliance: Are data privacy policies (e.g.,
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Overview of the Direct to Consumer Health Food Supplement Industry
InvestmentBank.com
SEPTEMBER 18, 2019
until 2025 [2]. They account for $3.67 Those making online, direct-to-consumer (DTC), nutritional supplement purchases—not through Amazon which is ~29%—only accounts for about 3% of all nutritional supplement sales [7]. Simplicity, transparency, and trust fuel the growth of the nutritional supplement industry.
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Royal London Asset Management: ‘At the end of the day, they’re just really good traders’
The TRADE
JULY 17, 2024
I’m not trying to make every single trader into a multi-asset trader and spread them across every asset class we trade. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. We have a very strong, talented desk.
Technology Services Mergers and Acquisitions (M&A) Update Report Q3 2024
Solganick & Co.
NOVEMBER 12, 2024
November 13, 2024 – Solganick has published its latest M&A update report on the Technology Services industry sector. We expect M&A deal volume to increase in the technology services sector for the remainder of 2024 and continue into 2025. The Average deal volume is 462 transactions from Q1 2021 to Q3 2024.
President Biden’s Fiscal 2024 Proposed Budget Includes Tax Rate Increases, and Several Executive Compensation and Employee Benefits Changes
Cleary M&A and Corporate Governance Watch
MARCH 29, 2023
Individual Tax Rate Increases Currently, the top marginal individual income tax rate is 37% until after December 31, 2025, when the top marginal tax rate will be increased to 39.6%. This proposal would be effective for gains required to be recognized and dividends received after the date of enactment.
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U.S. Insurance M&A
Focus Investment Banking
JUNE 2, 2025
Insurance M&A Consolidation of Smaller Agencies Drives Market Activity in 2024 The U.S. insurance mergers and acquisitions (M&A) market in 2024 was marked not by blockbuster deals, but by a steady stream of smaller transactions that continued the long-running trend of consolidation among independent agencies and brokerages.
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How Business Brokers Simplify Cross-Border M&A Deals in 2025
Lake Country Advisors
MARCH 13, 2025
Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Mitigating Legal Risks Legal risks in M&A transactions can stem from contract misinterpretations, intellectual property concerns, or licensing issues.
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Food & Beverage 1Q 2025 Report
Focus Investment Banking
MAY 12, 2025
Food & Beverage 1Q 2025 Report Overview In the first quarter of 2025, mergers and acquisition (M&A) activity showed a mixed picture. Industry activity mirrored the broader M&A market, which has experienced a cautious start due to a mix of economic, policy, and market factors.
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Business Services: Q1 2025 Report
Focus Investment Banking
APRIL 28, 2025
Overview The first quarter of 2025 brought continued momentum to the M&A market, with steady deal flow and strong buyer interest across a range of subsectors. Within professional services, buyers are targeting firms with specialized expertise in areas such as accounting, engineering, consulting, legal support, and marketing.
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The 400 Questions Investment Banking Guide: 2025 Edition
Mergers and Inquisitions
APRIL 2, 2025
To get it, enter your email address below, confirm your email, and click the link in the first full email you receive: Download the 400 Questions Investment Banking Guide (2025 Edition) Enter your name and email address and confirm your email address after entry to get the latest guide + the free bonuses.
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