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2025 Equities M&A 
JD Supra: Mergers
JANUARY 10, 2025
A variety of factors are expected to significantly increase Canadian M&A activity in 2025. We expect to enter 2025 with some positive momentum in Canadian dealmaking. By: Bennett Jones LLP
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JD Supra: Mergers
JUNE 24, 2025
By: White & Case LLP
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JD Supra: Mergers
JUNE 30, 2025
On June 16, 2025, the U.S. Department of Justice (“DOJ”), including its National Security Division (“NSD”) and the U.S. By: Proskauer Rose LLP
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JD Supra: Mergers
JULY 2, 2025
In June 2025, the US Department of Justice (DOJ) announced that it declined to prosecute a private equity firm and its affiliates following the firm’s voluntary self-disclosure of criminal violations of US sanctions and export laws committed by a company it acquired. By: McDermott Will & Emery
167 
JD Supra: Mergers
JUNE 25, 2025
On June 16, 2025, the Department of Justice (DOJ) National Security Division (NSD) announced that it declined to charge private equity firm White Deer Management LLC (“White Deer”) and its affiliates after the company voluntarily disclosed potential export-related violations involving the former executive of a company it acquired, Texas-based Unicat (..)
167 
Solganick & Co.
DECEMBER 20, 2024
December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. AI and Automation: Increased investment in AI and automation technologies is expected to drive M&A activity in these sectors.
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Solganick & Co.
DECEMBER 25, 2024
As companies increase digital and AI transformation, the IoT market continues to evolve, M&A activity is expected to remain a critical strategy for companies looking to enhance their capabilities, expand market reach, and achieve synergies in an increasingly competitive digital landscape. This acquisition will allow Rev.io
40 
Solganick & Co.
JANUARY 28, 2025
January 28, 2025 – Dallas and Los Angeles. Investment banking firm Solganick & Co. (“Solganick”) has issued its latest mergers and acquisitions (M&A) report on the IT Solutions and VARs sector. This allows them to achieve economies of scale and offer more comprehensive solutions.
Focus Investment Banking
DECEMBER 23, 2024
Strategic buyers pursued opportunities across the food and beverage landscape, while private equity was largely sidelined by the rate environment. Overall, there was a healthy amount of dealmaking throughout the year, offering a positive signal for 2025. Bakery Heats Up M&A Baked goods know no boundaries.
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Solganick & Co.
DECEMBER 23, 2024
As the IoT software and technology services market continues to evolve, M&A activity is expected to remain a critical strategy for companies looking to enhance their capabilities, expand market reach, and achieve synergies in an increasingly competitive digital landscape. The global enterprise IoT market revenue rose to USD $600.8
40 
Focus Investment Banking
JULY 17, 2025
The Perils of Customer Concentration in M&A In the first half of 2025, we had the unfortunate experience of having to withdraw from the market two separate manufacturing businesses while they were in the middle of a sale process. It is a risk we see often in the M&A world. A customer of your customer develops a problem.
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iMerge Advisors
APRIL 10, 2025
Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.
40 
iMerge Advisors
APRIL 9, 2025
Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.
40 
CNBC: Investing
JUNE 30, 2025
David Zervos' outlook on financials David Zervos of Jefferies expects financials to be one of the best performing sectors in the second half of 2025. "I'm very optimistic on deal flow and a deregulatory story that starts to hit the energy sector and financial sector," said Zervos.
80 
Global Newswire by Notified: M&A
JULY 7, 2025
July 07, 2025 16:15 ET | Source: Norwood Financial Corp Norwood Financial Corp HONESDALE, Pa. July 07, 2025 (GLOBE NEWSWIRE) -- Norwood Financial Corp (“Norwood Financial”) (NASDAQ: NWFL), headquartered in Honesdale, Pennsylvania, and PB Bankshares, Inc. As of March 31, 2025, Norwood Financial had consolidated assets of $2.4
109 
JD Supra: Mergers
JUNE 23, 2025
APAC private equity markets have entered a holding pattern as firms face global trade and tariff uncertainty, but sophisticated managers are uncovering opportunities for investing in high-quality assets at attractive valuations - Private equity in Asia-Pacific made a solid start to 2025, but tariff dislocation has slowed M&A activity somewhat as (..)
177 
Focus Investment Banking
JANUARY 8, 2025
Washington, DC, (January 8, 2025) FOCUS Investment Banking, a leading middle-market investment banking firm, is pleased to announce that Bob Lipton has joined the firm as a Managing Director in the Human Capital Management (HCM) team. FOCUS Investment Banking specializes in middle-market transactions across a wide range of industries.
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. John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking.
Mergers and Inquisitions
JUNE 11, 2025
Tell Me About a Recent Deal: Discussion Criteria I’ll suggest these qualities for any deal you discuss: Deal Type: It is best to pick an M&A or leveraged buyout deal because it is far easier to find information on these transactions, especially if the buyer or seller is U.S. Or do you have a genuine interest in working on deals?
59 
iMerge Advisors
APRIL 9, 2025
Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate software companies through a combination of financial, operational, and strategic lenses. Summary of: What Is My Software Company Worth? What is my software company worth? isnt just a matter of plugging numbers into a formula.
40 
The TRADE
JUNE 25, 2025
This edition of The TRADE Magazine explores all this, including news reviews, unpacking key buy-side discussions at TradeTech 2025, the rebundling conundrum, and more. It also features the latest news and people moves, the hedge fund results from our 2025 Algorithmic Trading Survey and swathes more content for you to sink your teeth into.
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The TRADE
JANUARY 22, 2025
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.
59 
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).
40 
iMerge Advisors
APRIL 15, 2025
Summary of: Open Source in AI SaaS: Licensing and IP Risks in M&A And How to Prepare In todays AI-driven SaaS landscape, leveraging open-source libraries and pre-trained models is not just common its foundational. These licenses are generally low-risk in M&A. Their concern isnt philosophical; its legal and financial.
40 
CNBC: Investing
JUNE 9, 2025
The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share. Shares surged more than 5% on Monday to hit a fresh 52-week high. The overwhelming positive sentiment from Wall Street has rewarded the company's decision to go public after a lengthy dry spell for IPOs.
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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.
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?
40 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.
iMerge Advisors
APRIL 13, 2025
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. full sale, recapitalization, growth equity) This section should be concise but compelling it sets the tone for the rest of the document. But what exactly should a CIM include?
40 
CNBC: Investing
JULY 19, 2025
How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.
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MergersCorp M&A International
JULY 19, 2025
Mortgage Interest — Deduction on the first $750,000 of acquisition debt is permanently extended; interest on home equity debt remains non-deductible. Bonus Depreciation — Permanently extended and increased to 100% for property acquired after January 19, 2025. On July 4th, President Trump signed into law H.R.
52 
iMerge Advisors
APRIL 15, 2025
Summary of: Unassigned IP from Early Contractors: A Hidden Risk in M&A Due Diligence In the early days of a startup, speed often trumps structure. One of the most common red flags that surfaces during M&A due diligence is the lack of signed IP assignment agreements from early contractors or freelancers.
40 
CNBC: Investing
JUNE 11, 2025
How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. This entails: Selling the July 25, 2025 $98 call @ $3.15 Forward PE Ratio: 37.4x
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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. Kavaliro is expecting to increase its workforce in these two areas by over 20% in 2025. ORLANDO, FL.,
40 
Focus Investment Banking
JANUARY 10, 2025
I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. The focus of the collision vision in 2025 is to double down on the most important and timely topics in the collision repair business and to triple or even quadruple down on offering actionable insights for your business.
Global Newswire by Notified: M&A
JUNE 25, 2025
Completes Acquisition of Landsea Homes Corporation Establishes Top 25 National Homebuilder with Strong Foundation for Growth June 25, 2025 08:55 ET | Source: New Home Co. June 25, 2025 (GLOBE NEWSWIRE) -- New Home Co. (“New Accessibility: Skip TopNav New Home Co. New Home Co. IRVINE, Calif., About New Home Co. New Home Co. New Home Co.
40 
The Guardian: Mergers & Acquisitions
JANUARY 4, 2025
Around-the-clock work will be commonplace to tackle an M&A surge fuelled by tax changes, activist investors and the Trump factor Whether theyre on skis or a sunlounger, there is no beach, mountain or fireside that can spare lawyers from the urgent calls of zealous, dealmaking executives and private equity bosses.
CNBC: Investing
JULY 16, 2025
This options trade maximizes returns Published Wed, Jul 16 2025 10:31 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Tesla (TSLA) is facing significant challenges that present a compelling bearish outlook. Options trade To leverage TSLA's downside potential into earnings, I'm buying an Aug. Forward PE ratio: 166.4x
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Private Equity Info
JUNE 9, 2025
Our M&A database has tracked more than 1,060 manufacturing-focused transactions in 24 months , giving us a front-row seat to where capital is flowing, and more importantly, why. Yet, behind the scenes, it’s one of the most active areas of investment , particularly over the past two years. Of all deals tracked, a striking 580 were U.S.
The TRADE
JULY 17, 2025
of all industry revenues. “ Exchanges are looking beyond traditional transaction-based revenue streams towards data offerings, leveraging current infrastructure, and deploying M&A activity to gain a strong foothold in the data spac e,” explained TP ICAP. Global exchange revenues reached $58.9 billion in 2024, demonstrating a 7.5%
Global Newswire by Notified: M&A
JUNE 27, 2025
Over the past 24 years, we’ve been a trusted partner for top law firms, lenders, and private equity investors, tackling some of the most complex and high stakes matters. Riley Financial, Inc. earlier today. With approximately 200 team members and a dozen locations I feel like we are just getting started,” said Ian Ratner, CEO and co-founder.
96 
Global Newswire by Notified: M&A
JULY 11, 2025
CHENGDU, China, July 11, 2025 (GLOBE NEWSWIRE) -- Maase Inc. LaiXi") to acquire 100% equity of Youdian and 49% equity of LaiXi. ("LaiXi") to acquire 100% equity of Youdian and 49% equity of LaiXi. Youdian") and Qingdao Huijulaixi Intelligent Technology Co.,
40 
TechCrunch: M&A
JUNE 30, 2025
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. View Bio July 15, 2025 Boston, MA From seed to Series C and beyond — founders and VCs of all stages are heading to Boston. Scale faster.
CNBC: Investing
JUNE 9, 2025
" "These energy stocks, the last four to five years, have gone through transformational M & A. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Their balance sheets are in much better shape. No one's going to tell them to drill baby drill when they don't want to.
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