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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

If your goal is full retirement by 2030, plan to sell by 2028 or 2029. Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price.

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

MergersCorp M&A International

Modified or Enhanced Provisions SALT Cap — Increased from $10,000 to $40,000 through 2029, adjusted for inflation. Excess Business Loss Limitation — Now permanent, limiting deductions to $250,000 (single) / $500,000 (married) and indexed annually. Phases down above $500,000 of MAGI. Section 179 Expensing — Limit raised to $2.5

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How activist Elliott could use its data center know-how to amplify returns at Equinix

CNBC: Investing

billion for 2025 and $4 billion to $5 billion annual from 2026 to 2029 as well as a downgraded forecast for adjusted funds from operations (AFFO) to 5% to 9%. Management has already taken certain steps in this direction and are targeting margin growth of 300 basis points from 49% to 52% by 2029 – the highest target ever set by the company.

IT
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Guggenheim lifts Oracle price target to highest on the Street

CNBC: Investing

Following this meeting, DiFucci said the company's fiscal 2029 target of $104 billion in total revenue is too low. " DiFucci's updated call comes after Guggenheim hosted a day of virtual meetings with Ken Bond, Oracle's senior vice president for investor relations, on Monday.

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The scale of Trump's 'Golden Dome' is a boon for defense stocks even if it isn't completed, says Bernstein

CNBC: Investing

The prospect of completing the missile defense system before the end of Trump's term in 2029, which the president has cited as his goal for the project, is highly unlikely, analyst Douglas Harned wrote in a note to clients last week.

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Oregon Governor Signs Law Aggressively Restricting Private Equity Investment in Medical Practices

JD Supra: Mergers

*UPDATE* Oregon Senate Bill 951, described in the alert below originally published on May 30, 2025, was signed into law by Oregon Governor Tina Kotek on Monday, June 9, and will apply to all new investments beginning January 1, 2026, and all investments effective January 1, 2029. By: Goodwin

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Latex Agglutination Kits Market Size, Share & Growth Analysis, [2029] | With CAGR of 4.3%

Global Newswire by Notified: M&A

million in 2029, at a CAGR of 4.3% during the forecast period, 2022-2029 As per the report by Fortune Business Insights, the global Latex Agglutination Kits Market size is projected to reach USD 620.0 million in 2029, at a CAGR of 4.3% during the forecast period, 2022-2029