Focus Investment Banking

JANUARY 21, 2025

Washington, DC (January 22, 2025) FOCUS Investment Banking , a premier middle market investment bank, is pleased to announce that Joe Tomarchio , a veteran automotive industry leader, has joined the firm as a Senior Advisor in its Automotive group.

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PCE

JUNE 9, 2025

I look forward to helping founders and business owners navigate critical decisions with clarity and confidence.” member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC We’ve been providing middle-market business owners with sophisticated financial services since 1997.

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iMerge Advisors

APRIL 10, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Do they understand your business model?

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Do they understand your business model?

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M&A Boutique Valuation Mergers and Acquisitions 40

Intrepid Banker Insights

JANUARY 22, 2025

Amidst these challenges, the private capital markets are shaping up for a very busy year. DOWNLOAD PDF The post Market Moments That Matter | A Year of Resilience Ahead first appeared on Intrepid Investment Bankers and is written by Jonathan Zucker

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iMerge Advisors

APRIL 15, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

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Solganick & Co.

JANUARY 27, 2025

Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and IT services sector. About Solganick Solganick & Co.

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iMerge Advisors

APRIL 15, 2025

Some are permissive and business-friendly; others are copyleft licenses that impose strict obligations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. In some cases, theyve caused buyers to walk away entirely. Here are the most common categories: 1.

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The TRADE

JUNE 25, 2025

The appointment follows news in April 2025 that Stifel was re-evaluating its UK sales trading unit , with a number of positions across cash equities expected to be cut as part of a shift in focus towards become an advisory-led business in Europe. The firm’s plans have also saw equity sales traders Louise Brooks and Kevin James leave the business, (..)

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Sale Equities Electronics Investment Banking 52

iMerge Advisors

APRIL 13, 2025

This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. What Is a Confidential Information Memorandum?

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Valuation M&A Mergers and Acquisitions Sale 40

Chesapeake Corporate Advisors

MAY 29, 2025

Tim Brasel, Managing Director at CCA, added, CCA was honored to have the opportunity to work with Valley in finding the optimal outcome and the right partnership to lead the business into its next stage of growth. Caymus partners with owners and management teams seeking a value-added investor to help accelerate growth.

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Equities Middle Market Investment Banking Private Equity 52

iMerge Advisors

APRIL 13, 2025

In an asset sale , the buyer purchases specific assets and assumes selected liabilities of the business. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Defining the Structures What Is an Asset Sale? These assets may include: Intellectual property (e.g.,

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Chesapeake Corporate Advisors

JANUARY 15, 2025

Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. and Northern Virginia markets. For more information, visit www.encorefireprotection.com.

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Corporation Investment Banking Advisory Education 52

MergersCorp M&A International

JULY 19, 2025

The BBB extends, modifies, and makes permanent many provisions first introduced under the Tax Cuts and Jobs Act (TCJA), while also introducing entirely new rules that will impact businesses and high-net-worth individuals and families for years to come. Their insights helped crystallize many of the key takeaways I’ve summarized below.

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Debt Investment Banking Business Advisory 52

iMerge Advisors

APRIL 15, 2025

Theyre acquiring the underlying technology, codebase, and proprietary assets that drive your business. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Heres how this issue typically plays out during diligence: Buyers request a full IP chain of title.

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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. The move will allow Kavaliro to continue expanding its growing Workforce Solutions and Federal Defense Businesses. ORLANDO, FL.,

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The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

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Global Newswire by Notified: M&A

JUNE 27, 2025

With a 24-year legacy of delivering high-value financial advisory solutions, GlassRatner has built a reputation for excellence in Restructuring, Turnaround Management & Bankruptcy Consulting; Forensic Accounting & Litigation Support; and Transaction Support Services—such as Due Diligence and Quality of Earnings Reviews. earlier today.

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CNBC: Investing

JUNE 26, 2025

Extreme heat warnings and advisories are still in effect for parts of the Mid-Atlantic, Ohio Valley and Southeast, affecting 130 million people, the National Weather Service said. Other names to watch include Trane Technologies , which makes cooling systems for residences and businesses, including data centers. All Rights Reserved.

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Stock S&P Media Investment 108

CNBC: Investing

JULY 15, 2025

How to figure out whether you should lock in Published Tue, Jul 15 2025 3:25 PM EDT Darla Mercado, CFP® @darla_mercado WATCH LIVE The Federal Reserve is in a holding pattern on interest rates – and some banks are similarly keeping a steady hand on yields for certificates of deposit. Skip Navigation Markets Pre-Markets U.S.

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Bank Banking Funds Investors 73

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

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Global Banking & Finance

NOVEMBER 15, 2024

By Ivan Garces, CPA, Chief Risk Officer, Risk Advisory Services Practice Leader at Kaufman Rossin As we approach 2025, we are witnessing fascinating times in the banking & finance sectors, as tech-driven innovation is transforming the way financial institutions do business and build customer relationships.

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Global Newswire by Notified: M&A

FEBRUARY 20, 2025

20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc. Quisitive or the Company ) ( TSXV: QUIS; OTCQX: QUISF ) is pleased to announce that two leading independent proxy advisory firms, including Institutional Shareholder Services Inc. ( 20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc. TORONTO, Feb.

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Global Newswire by Notified: M&A

MAY 1, 2025

May 01, 2025 (GLOBE NEWSWIRE) -- West Technology Group, LLC (the Company or West) has completed the sale of its Notified business to Equiniti (EQ) 1 , a global leader in shareholder services and advisory firm. ISLANDIA, N.Y.,

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iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

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Global Newswire by Notified: M&A

JULY 1, 2025

I couldn’t be more excited about Melissa’s dynamic leadership and its impact for the business moving forward.” Tuck Advisors, which specializes in M&A advisory for purpose-driven businesses, was the exclusive sell-side advisor for Public Good. The worlds leading brands and publishers work with Public Good.

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Solganick & Co.

JANUARY 22, 2025

Solganick Technology Services M&A Update- Q4 2024 and 2025 Outlook Final January 23, 2025 – Dallas, TX and Los Angeles, CA – Solganick has published its latest mergers and acquisitions (M&A) update on the Technology Services sector. Comcast Business (NASDAQ: CMCSA) acquired network managed services provider Nitel.

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Global Newswire by Notified: M&A

JULY 8, 2025

Abacode specializes in holistic, outcome-driven cybersecurity solutions and governance programs that help businesses transform their cyber risk management strategies and turn compliance challenges into competitive advantages. Thrive has always been on the front lines of navigating customers through these challenges.

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Government Business Management Acquisitions 52

Global Newswire by Notified: M&A

MAY 1, 2025

NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced the acquisition of CFS International Inc. CFS) into Willis, a WTW business.

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The TRADE

OCTOBER 29, 2024

Named SimpliCT, the new venture will be based in the Netherlands and co-owned by Cboe and Aquis as equal shareholders. The post Aquis and Cboe to form joint venture intent on exploring consolidated tape bid appeared first on The TRADE.

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Equities Advisory Trading Government 69

Global Newswire by Notified: M&A

JANUARY 29, 2025

29, 2025 (GLOBE NEWSWIRE) -- Moody Capital Solutions, Inc. Moody Capital), a leading investment bank based in Atlanta, Georgia, is pleased to announce the consolidation of the Capitalyst Advisory Group division into its operations. ATLANTA, Jan.

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iMerge Advisors

APRIL 16, 2025

Summary of: Common Pitfalls When Selling a Software Business: What Founders and CEOs Must Avoid For many software founders, selling their business is the culmination of yearssometimes decadesof innovation, risk-taking, and relentless execution. As we noted in How Do I Manage the Emotional Aspects of Selling My Business?

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Business M&A Valuation Negotiation 40

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

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iMerge Advisors

APRIL 8, 2025

Whether you're driven by market timing, personal goals, or strategic opportunities, the process of selling a software business is complex and the stakes are high. This guide walks you through the full lifecycle of a software company sale, from preparation to closing, with insights tailored to SaaS, cloud, and enterprise software businesses.

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Solganick & Co.

JUNE 2, 2024

The data analytics sector in particular anticipates an increase in M&A activity through the remainder of 2024 and into 2025, especially around emerging technologies like generative AI. In 2023, the value of the big data and business analytics market expanded to $220.2 Solganick & Co. billion—with a CAGR of 12.7% until 2030.

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M&A Mergers and Acquisitions Mergers Valuation 52

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. The deal closed in just under 8 months from kickoff a timeline made possible by early preparation and experienced advisory support.

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IT M&A Valuation Advisory 40

iMerge Advisors

APRIL 8, 2025

Whether you're a founder of a bootstrapped SaaS business or a CEO of a venture-backed platform, the decision to sell is rarely just about the money. This allows time to optimize financials, clean up operations, and position the business for premium valuation. Summary of: How Do I Sell My Software Company?

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