Trending Articles

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M&A Insights Series: Katie Balson of Origin Merchant Partners Discusses the Market Outlook, Its Challenges and Opportunities, and Advice for Buyers and Sellers

JD Supra: Mergers

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team – shares a series of conversations with independent sponsors, capital providers, and other professionals. Below is his conversation with Katie Balson, a Director at Origin Merchant Partners, a top M&A advisory firm based in Chicago.

M&A
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JP Morgan executes first live DLT-enabled collateral mobilisation transaction on Eurex Clearing

The TRADE

JP Morgan has carried out the first live transaction utilising distributed ledger technology (DLT) to mobilise collateral for PGGM on Eurex Clearing. Danny Hand The underlying service went live earlier this July and enables the transfer of securities collateral from a custodian location to Clearstream for use as margin collateral at Eurex Clearing.

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Merger Control in a Changing Global Context: Four Key Themes for Dealmakers

JD Supra: Mergers

- What is new: Merger control is becoming increasingly more complex as policy and geopolitical priorities shift across the globe. - Why it matters: These developments increase the unpredictability of multijurisdictional merger reviews, but can also introduce new opportunities for dealmakers. - How to navigate: Adopt a holistic cross-border strategy in line with the agencies’ priorities, anticipate the contours of potential remedies where appropriate and align transaction timelines to effectively

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Colliers completes acquisition of Astris Finance

Global Newswire by Notified: M&A

TORONTO and WASHINGTON, D.C., July 25, 2025 (GLOBE NEWSWIRE) -- Global diversified professional services and investment management company, Colliers (NASDAQ, TSX: CIGI), announced today it has completed its previously announced acquisition of a controlling interest in Astris Infrastructure, LLC (“Astris Finance”), a global investment banking firm specializing in infrastructure and energy transition.

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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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FOCUS Investment Banking Named a Top 25 Lower Middle Market Investment Bank by Axial for Q2 2025

Focus Investment Banking

FOCUS Investment Banking Named a Top 5 Lower Middle Market Investment Bank by Axial for Q2 2025 Washington, DC, (July 25, 2025) – FOCUS Investment Banking (“FOCUS”) is proud to announce that it has been ranked the #2 investment bank on Axial’s Top 25 Lower Middle Market Investment Banks for the second quarter of 2025. This recognition underscores FOCUS’s continued leadership, strength in deal execution, and deep relationships across the lower middle market.

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Sellers Have All the Leverage in 2025

Sun Acquisitions

An unusual confluence of events has created serious strategic advantages for business sellers. Smart owners are taking notice and heading for the exits before the window closes. The morning alarm bell rings and you’re getting ready to face another cascade of emails, vendor problems, and employee drama. Add in the pressures of payroll, insurance premiums and quarterly projections, and heading for the exit has never looked so good.

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Signed, Sealed…but Contaminated: Mitigating Environmental Risks in M&A

JD Supra: Mergers

Environmental-related risks in merger and acquisition (M&A) transactions shouldn’t just be a technical concern for legal and compliance teams—they should also be a board-level consideration. Whether stemming from legacy contamination, pending regulatory scrutiny, or stakeholder pressure, these risks have the potential to derail deals, trigger shareholder litigation, and be the catalyst for breach of fiduciary duty suits against directors and officers.

M&A
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JPMorgan upgrades Nike to overweight, citing a multiyear recovery path

CNBC: Investing

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Is Self-Serve Due Diligence Possible?

Beyond M&A

Technically? Yes. Strategically? Not Really. Let’s cut to it. Yes — it’s entirely possible for a company to prepare itself for due diligence. You can gather data. Fill in the gaps. Build a pack. Use checklists. Even run internal reviews. But in the UK, that isn’t enough. We operate in a “buyer beware” legal environment. So when it comes to real diligence, the investor (or buyer) has to critically assess your business for themselves.

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Building a Business Without Owning It | Strategic M&A, Turnaround Risks & Exit Planning

How2Exit

E287: Building a Business Without Owning It | Strategic M&A, Turnaround Risks & Exit Planning - Watch Here About the Guest: Fadi Malouf is a strategic buyer, advisor, and capital partner focused on buying, growing, and exiting companies with scale potential. His career began in the fitness and wellness space before shifting into software, tech, and eventually structured M&A.

M&A
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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

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People Moves Monday: JP Morgan, Susquehanna, Canaccord Genuity, and more… 

The TRADE

JP Morgan   Mona AlMagboul has joined JP Morgan as a Middle East and North Africa (MENA) FX trader.   Dubai-based AlMagboul joins the firm following a six-year stint at HSBC, where she most recently served as an associate director and MENA FX trader for the firm.   She has also covered G10 short term interest rate (STIR) trading for HSBC and served as a global markets analyst, working in locations across both Dubai and London.

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Insider report: The stocks with the biggest recent sales by executives include QuantumScape, BlackRock and Goldman

CNBC: Investing

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What Google Gets Right (and Wrong) About Technology Due Diligence

Beyond M&A

Search “technology due diligence” and you’ll find something interesting: a list of autofill suggestions that reads like a mix of curiosity, confusion, and checklists. Here’s what shows up: “Technology due diligence in mergers and acquisitions” “Checklist” “Jobs” “Providers” “Report” “Consulting” “Firms” “M&A” “Meaning” And if you read between the lines, these aren’t just search terms — they’re signals.

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What the Fed’s Rate Decision Means for Loans, Credit Cards, Mortgages and More

The New York Times: Banking

Here’s how the central bank’s interest rate stance influences car loans, credit cards, mortgages, savings and student loans.

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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

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On-venue trading volumes constituted only 64% of European market liquidity in Q2 2025, finds report

The TRADE

On-venue trading represented 64% of total addressable liquidity in European markets in Q2 2025, according to the latest report by the Association for Financial Markets in Europe (AFME). The Q2 ‘equity primary markets and trading report’ this year found that off-venue trading is gaining significant traction in European markets. Notably, big xyt data reveals that off-venue volumes now make up 36% of total liquidity.

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Make Sure to CC the AG: Colorado and Washington Require State-Level Merger Notices

JD Supra: Mergers

Colorado and Washington have each enacted statutes modeled after the Uniform Law Commission’s Uniform Antitrust Pre-Merger Notification Act. Soon, both states will require parties to certain mergers and acquisitions (M&A) that are reportable to federal antitrust authorities under the Hart-Scott-Rodino (HSR) Act, to contemporaneously notify their state attorney general (AG) of the transaction.

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JPMorgan downgrades American Eagle following Sydney Sweeney-inspired rally

CNBC: Investing

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Exit volume remains healthy, despite a cautious M&A environment

Private Equity Info

Skip to content Solutions Investment Bankers Private Equity Investors Consultants & Advisors Executive Recruiters Business Owners Features Data Pricing Blog Newsletter Login Request a free trial Investment Trends Exit volume remains healthy, despite a cautious M&A environment Posted July 25, 2025 by Divya Ravikumar We recently highlighted that thousands of PE-backed companies appear ripe for exit , supported by a key metric: the median holding period.

M&A
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Enhance Customer Value: Unleash Your Data’s Potential

The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

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Where Is the Economy Going? A ‘Monster Week’ of News Could Help Decide.

The New York Times: Banking

This week will bring a flood of economic data, as well as major policy decisions on trade and interest rates.

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

The TRADE

Marex is set to acquire UK equity market maker Winterflood Securities from Close Brothers in a cash deal valued at approximately £103.9 million. Ian Lowitt The acquisition is expected to support the growth of Marex’s UK cash equities business, as well as expanding its services to UK institutional clients through offering a broader range of products, in particular among the asset and wealth management sectors.

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Beware of Wolves in Sheep’s Clothing: Accepting PE Investments May Create Unforeseen Problems for Private Company Majority Owners

JD Supra: Mergers

As private companies grow, they need to secure capital to support their efforts to provide more (and/or better) products and services to their clients. The need for emerging companies to obtain growth capital often leads the majority owner to consider accepting an investment in the business by a private equity (PE) firm. In this post, we share a cautionary note: Business owners need to be wary in their dealings with PE firms.

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Investor Dan Niles' favorite picks for the rest of earnings season

CNBC: Investing

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Deliver Mission Critical Insights in Real Time with Data & Analytics

In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

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Private Company Tender Offers: A Review of Market Trends

Deal Lawyers

With the IPO market’s extended slump, private market liquidity alternatives have continued to grow in importance. Gunderson Dettmer recently published a report on market trends in one of the most prominent of those liquidity alternatives, private company tender offers.

IPO
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Powell Under Siege as Fed Plans to Stand Pat on Rate Cuts

The New York Times: Banking

Jerome H. Powell, the Federal Reserve chair, is facing relentless attacks from the president, a lively campaign to replace him and divisions in his own ranks over when to cut interest rates.

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EquiLend acquires Trading Apps to expand front-office offering

The TRADE

EquiLend has acquired Trading Apps, a front-office technology provider whose modular trading solutions and messaging services are used by several securities finance desks globally. The acquisition brings into EquiLend’s portfolio a suite of tools aimed at automating front-office workflows across the securities finance ecosystem. Among these are the Lender and Borrower Apps, which are designed to streamline trading activity, including the identification of short positions, rate negotiation,

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The Earnout Equation: Tax Tips for Both Buyers and Sellers

JD Supra: Mergers

Earnouts are a form of contingent consideration that the buyer of a business pays to the seller in the period following the acquisition, based on the business achieving various financial metrics related to its performance following the change in ownership. They are popular for many reasons. For instance, some buyers prefer an earnout instead of obtaining third party financing.

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Using Data & Analytics for Improving Healthcare Innovation and Outcomes

In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

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An options strategy to buy the dip on this volatile chipmaker that recently pulled back

CNBC: Investing

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S&P
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Retirement, Voluntary Or Mandatory…There Are More Options

H. Friedman Search

You’ve walked the beach, waded in the water, sifted sand through your toes, and reality has finally struck: you’re retired. You have heard about it, planned for it, and now you’re experiencing it; however, it’s not what you thought. You’re itching to get back into the game. Can you? If There Is A Will, Is There A Way? For many new retirees, the above scenario is not off base.

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Investors See Few Alternatives to U.S. Treasuries. Could Europe Make One?

The New York Times: Banking

As President Trump’s chaotic economic policies provoke questions about U.S. stability, a proposal for European countries to issue joint debt has drawn attention.

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InTick secures £2 million capital injection

The TRADE

UK-based listed derivatives block trading network InTick has secured £2 million in its most recent funding round. This support follows the firm’s recent launch in October 2024.   James Goater Raised by angel investors, this capital injection is set to spur the further expansion of InTick’s platform.   InTick focuses on listed derivatives block trading by automating processes that are currently largely manual, complex, and inefficient.

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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?

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AB 1415 Passed by California Assembly with Amendments

JD Supra: Mergers

Key Takeaways - While MSOs and certain parent entities are no longer defined as health care entities, they must still notify OHCA when entering into material change transactions with health care entities.