PCE

JUNE 9, 2025

member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service.

M&A 52

M&A Mergers and Acquisitions Valuation Capital Raising 52

Global Newswire by Notified: M&A

JUNE 27, 2025

DCG’s experienced advisors facilitated the transactions, highlighting the company’s regional expertise, national reach, deep market insights and strategic advisory approach. DCG’s recent transactions include the sale of Audi West Covina and the strategic divestiture of Subaru of Hayward (formerly One Subaru).

M&A 52

M&A Advisory Mergers and Acquisitions Acquisition Advisories 52

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.

Middle Market 40

Middle Market Investment Banking Bank Banking 40

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Summary of: Who Are the Best M&A Advisors for Tech Companies?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Summary of: Who Are the Best M&A Advisors for Tech Companies?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Focus Investment Banking

JANUARY 21, 2025

and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.

Investment Banking 52

Investment Banking Capital Bank Banking 52

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Sun Acquisitions

JULY 24, 2025

CHICAGO, IL – July 24, 2025 – Sun Acquisitions, a leading mergers and acquisitions firm, today announced the successful sale of Package Steel Systems (PSS), a leading fabricator of structural steel for pre-engineered buildings based in Sutton, Massachusetts to TSS Acquisition Corp.

Acquisitions 73

Acquisitions Sale Mergers and Acquisitions Mergers 73

Solganick & Co.

JULY 24, 2025

We expect continued consolidation activity by strategic buyers in 2H 2025, prioritizing the acquisition of critical capabilities and accretive growth, as reflected by recent transactions such as Proofpoint/Hornetsecurity ($1 billion) , Zscaler/Red Canary ($675MM) , and Palo Alto Networks/Protect AI ($500MM+). billion in 1H 2025, up from $8.8

52

52

Solganick & Co.

JULY 22, 2025

July 22, 2025 – Dallas, TX and Los Angeles, CA – Solganick has published its latest M&A update on the Technology Services sector, covering YTD 2025 (Q1 and Q2 2025). A few notable M&A transactions announced YTD 2025 include: CapGemini announced in July 2025 its agreement to acquire WNS Holdings for $3.3B.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Consulting 52

JD Supra: Mergers

APRIL 22, 2025

Department of Defenses Fiscal Year 2025 Budget Request Overview, the proposed defense budget for FY2025 is $849.8 The defense technology sector (defense tech) has experienced remarkable growth in recent years, with projections indicating continued expansion in the near future. According to the U.S. By: IR Global

Advisory 167

Advisory Valuation 167

JD Supra: Mergers

FEBRUARY 19, 2025

39914 - Euro Interest Rate Derivatives - Opinion of the Advisory Committee on restrictive agreements and dominant positions & Final Report of the Hearing Officer. COMPETITION - Summary of Commission Decision of 28 June 2021 pursuant to Article 7 of Council Regulation (EC) No 1/2003 in Case AT.39914 By: Mayer Brown

Advisory 161

Advisory 161

JD Supra: Mergers

JANUARY 8, 2025

ISS), a leading proxy advisory firm, recently updated its Executive Compensation Policy Frequently Asked Questions (FAQs). Institutional Shareholder Services Inc. A full link to the ISS guidance can be found here. By: Snell & Wilmer

IT 172

IT Advisory 172

JD Supra: Mergers

FEBRUARY 10, 2025

Mariners advisory assets will grow to $550 billion in the first quarter of 2025. Mariner announced the acquisition of Cardinal Investment Advisors. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 161

Advisory Acquisitions Investment 161

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.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

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. AI will fuel an increase in IT services M&A for the next several years.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

Solganick & Co.

JUNE 2, 2024

has published its latest mergers and acquisitions (M&A) and market update and report on the data analytics sector. 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.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

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.

Investment Banking 52

Investment Banking Banking Bank Investment 52

iMerge Advisors

APRIL 15, 2025

Antitrust Clearance: Not Just for Big Tech Many founders assume that antitrust scrutiny only applies to multi-billion-dollar mergers. In some cases, buyers may insist on indemnities or escrow holdbacks to cover regulatory risktopics weve explored in Mergers and Acquisitions: Reps and Warranties Negotiations.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

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. growth from acquisitions, mergers, or partnerships with other RIAs). Contact us for more information.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

iMerge Advisors

APRIL 14, 2025

For more, see Mergers & Acquisitions: Allocation of Purchase Price Disagreements. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Disagreements over allocation can lead to audits or penalties. tax filings related to the sale, escrow releases, earn-out agreements)?

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

certificate of merger) UCC termination statements Foreign qualification withdrawals (if applicable) 6. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Legal and Regulatory Filings Secretary of State filings (e.g.,

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 14, 2025

As we noted in Mergers & Acquisitions: Allocation of Purchase Price Disagreements , even small differences in accounting treatment can lead to six-figure swings in value. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Solganick & Co.

JANUARY 21, 2024

AWS, Google Cloud, MSFT Azure/Cloud and others will see significant consolidation in 2024 and 2025 with buyers mostly coming from large and mid-sized systems integrators. Source: CRN) Cognizant acquires EI-Technologies for €320 million : This deal strengthens Cognizant’s SAP capabilities and expands its reach in the European market.

M&A 52

M&A Consulting IT Acquisitions 52

Solganick & Co.

NOVEMBER 12, 2024

We expect M&A deal volume to increase in the technology services sector for the remainder of 2024 and continue into 2025. Cybersecurity M&A activity is expected to accelerate in 2025, benefiting from potential interest rate cuts and valuation realignment as sellers seek liquidity. For more information please contact us.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

JD Supra: Mergers

JANUARY 8, 2025

Each year in our Annual Memo, White & Case's Public Company Advisory Group provides practical insights on preparing Annual Reports on Form 10-Ks, Annual Meeting Proxy Statements and, for FPIs, the Annual Report on Form 20-F.

Advisory 172

Advisory 172

H. Friedman Search

JANUARY 9, 2025

Its time to take a quick look back on our industry in 2024, but more importantly what 2025 is portending. Followed by the mergers of some smaller firms including Municipal Advisory firms and major law firms, which led to the independent hiring market having a rocky start as positions were filled without the use of executive recruiters.

Recruitment 130

Recruitment Finance Finance Investment Banking 130

JD Supra: Mergers

DECEMBER 26, 2024

On December 17, 2024, one of the two most influential proxy advisory firms, ISS, released its Proxy Voting Guidelines Benchmark Policy Changes for 2025: US, Canada, and Americas Regional, which provides updates to its voting policies for the 2025 proxy season.

Advisory 161

Advisory IT 161

JD Supra: Mergers

FEBRUARY 6, 2025

This will likely include trading platforms, exchanges, clearinghouses, brokerage firms, asset managers, and investment advisory firms that are registered with and regulated by the Commodity Futures Trading Commission (CFTC). Originally presented at the ABA Derivatives & Futures Law Committee Winter Meeting - January 30, 2025.

Asset Management 172

Asset Management Advisory Capital Market Trading 172

JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

Valuation 161

Valuation Private Equity Portfolio Management Asset Management 161

Align Business Advisory Services

APRIL 15, 2025

In a recent episode of the Orlando Business Journal podcast, Editor-in-Chief Richard Bilbao sits down with Align Business Advisory Services Founder & CEO Dena Jalbert to unpack the key trends shaping the market in 2025. From the impact of AI and automation on business valuation to.

M&A 99

M&A Advisory Valuation Business 99

JD Supra: Mergers

MAY 30, 2025

Authored by industry leading lawyers in White & Case's Corporate/M&A, Private Equity, Public Company Advisory, Antitrust and CFIUS/FDI teams. Welcome to the latest edition of White & Case's biannual update regarding key developments in U.S.

M&A 161

M&A Private Equity Advisory Corporation 161

Global Newswire by Notified: M&A

JUNE 3, 2025

NEW YORK, June 03, 2025 (GLOBE NEWSWIRE) -- Portman Ridge Finance Corporation (NASDAQ: PTMN) (Portman Ridge or PTMN) and Logan Ridge Finance Corporation (NASDAQ: LRFC) (Logan Ridge or LRFC) (together, the Companies) announced today that leading independent proxy advisory firms, Institutional Shareholder Services (ISS) and Glass, Lewis & Co.

Advisory 40

Advisory Mergers Finance Finance 40

Global Newswire by Notified: M&A

FEBRUARY 19, 2025

19, 2025 (GLOBE NEWSWIRE) -- Stronghold Digital Mining, Inc. NASDAQ: SDIG) (Stronghold, the Company, or we) today announced that the worlds leading independent proxy advisory firms, Institutional Shareholder Services (ISS) and Glass Lewis & Co. NEW YORK, Feb.

Mergers 53

Mergers Advisory 53

Global Newswire by Notified: M&A

APRIL 28, 2025

DUBAI, United Arab Emirates, April 28, 2025 (GLOBE NEWSWIRE) -- In a landmark move, Faculty Group and Ghaf Capital today announced their merger to form Ghaf Group , a vertically integrated Web3 advisory business.

Capital 52

Capital Mergers Advisory Capital Market 52

Focus Investment Banking

APRIL 28, 2025

Washington, DC, (April 28, 2025) FOCUS Investment Banking (FOCUS), a national middle-market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is proud to announce its recognition as one of Axials Top 5 Lower Middle Market Investment Banks for Q1 2025.

Investment Banking 52

Investment Banking Middle Market Bank Banking 52

Global Newswire by Notified: M&A

APRIL 8, 2025

ESSA) with and into CNB; (2) the proposal to approve the CNB Financial Corporation 2025 Omnibus Incentive Plan; and (3)the non-bindingadvisory resolution to approve the compensation of CNBs named executive officers in advance of the upcoming CNB Annual Meeting of Shareholders (the Annual Meeting). CLEARFIELD, Pa., CLEARFIELD, Pa.,

Corporation 40

Corporation Mergers Advisory Stock 40