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SBA’s New Rules Impact M&A

Focus Investment Banking

This included: Minority Controls When a large business makes a minority investment in a small business contractor, there are some minority shareholder rights that allow the minority shareholder to block extraordinary actions by the small business without triggering affiliation rules.

M&A
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Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc.

Global Newswire by Notified: M&A

Donnelly, President, CEO and Director of Norwood Financial, and Janak M. We look forward to working with Janak and his team to improve the financial lives of the businesses and individuals operating in Presence Bank’s communities.” “We The combined company will have approximately $3.0 Amin, President, CEO and Director of Presence.

IT
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Marex to acquire Winterflood Securities from Close Brothers in £100 million deal

The TRADE

In June 2025, the firm, alongside NatWest, unveiled a cooperative margin offsetting agreement , allowing clients who access FX futures through Marex, and FX prime brokerage services through NatWest’s markets business to receive margin relief. million. The move follows recent developments and product expansions for Marex in recent months.

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Analysts are getting more bullish on these names with strong earnings growth

CNBC: Investing

"Broadcom has a dominant franchise position across several segments of infrastructure software as a result of a long-term M & A strategy. "Broadcom has a dominant franchise position across several segments of infrastructure software as a result of a long-term M & A strategy. Skip Navigation Markets Pre-Markets U.S.

S&P
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LPL Financial Closes Its Acquisition of Commonwealth Financial Network

Global Newswire by Notified: M&A

Advisor success is woven into every aspect of the Commonwealth business, and we’re proud to welcome an incredible community of Advisors and the talented team at Commonwealth,” said Rich Steinmeier, LPL Financial chief executive officer. The acquisition was announced on March 31, 2025.

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Here are Goldman’s best-of-the-best stock picks heading into August

CNBC: Investing

"Talent + synergies + M & A/capital markets recovery = lots of free cash flow," Goldman Sachs wrote. Skip Navigation Markets Pre-Markets U.S. " Aon bought National Financial Partners in April 2024. Of the Wall Street analysts covering Aon, more than half, or 55%, rate it a buy.

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The Big Beautiful Bill (BBB): A Sweeping Tax Overhaul Signed into Law

MergersCorp M&A International

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. Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation.