MergersCorp M&A International

JUNE 5, 2025

Valuation models, which are typically built on projections of future earnings and cash flows, must be meticulously re-evaluated to account for these increased costs. Price Adjustment Mechanisms: To account for tariff volatility, M&A agreements increasingly incorporate flexible pricing mechanisms such as earn-outs or contingent payments.

Mergers and Acquisitions

How2Exit

JULY 7, 2025

Stakeholder Buy-In is Baked In Early Instead of dictating synergy numbers, Pearson gets his department heads to build their own models with Corp Dev support—creating ownership, accountability, and trust.

M&A

Focus Investment Banking

MARCH 10, 2025

Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Have a conversation with your bookkeeper about the below and hold them accountable. You can read more here: [link] 6. Consistently book expenses to the appropriate line item.

Investment

Sun Acquisitions

NOVEMBER 1, 2024

In a tech-driven world, businesses must adapt their M&A strategies to account for digital transformation, cybersecurity, data analytics, and seamless integration. Develop a comprehensive financial plan that includes budget allocation for IT integration, talent retention, and innovation initiatives.

Mergers

Mergers and Inquisitions

JANUARY 8, 2025

Contributions: Yes, contribute to your investment accounts regularly out of your paychecks or profits, but build a 1-year cash reserve first (you could shorten this if its unrealistically high). I’d be in a much stronger position today if I had simply contributed X% each month consistently to my brokerage accounts since 2010.

Investment

The TRADE

AUGUST 1, 2025

We will continue to deliver the same level of outstanding and personalised service we’ve always provided – now on an even larger scale with more extensive resources.” Corcoran will continue in a senior leadership role with StoneX as part of the acquisition. Currently, RJO holds over 75,000 client accounts and supports approximately 300 introducing (..)

Acquisitions

The TRADE

JULY 29, 2025

Specifically, OTC trading made up the majority of off-venue volumes, constituting approximately 20%, with systematic internalisers (SIs) accounting for 16% of off-venue trading. Moreover, off-book (on-exchange) trading accounted for 7% of Europe’s total addressable liquidity in the quarter.

Trading

Focus Investment Banking

MAY 29, 2025

Rather than imposing sweeping changes, they focus on: Communicating the value of joining a larger organization with greater resources and opportunities Enhancing employee benefits and engagement Streamlining back-office operations like accounting Maintaining existing management whenever possible Employee retention is key, especially in a labor-constrained (..)

Manufacturing

The TRADE

JULY 24, 2025

Most firms looked to get this research from their internal sources, or research payment accounts (RPA). Robert Buller, global account management at Kepler Cheuvreux, tells The TRADE that “Kepler Cheuvreux is well positioned to benefit from joint payments,” but adds that “most UK long-only managers are hesitant to be first movers.

Asset Management

CNBC: Investing

JUNE 24, 2025

MA V mountain 2025-06-17 MA vs. V, in past week Fandetti points out that stablecoins are reminiscent of account-to-account payments, a method through which funds are transferred between two bank accounts — bypassing intermediaries such as payment processors. However, the method isn't widely used, he noted.

Media

Global Newswire by Notified: M&A

JULY 11, 2025

into the Company’s trust account (the “Trust Account”) in order to extend the period of time the Company has to complete a business combination for an additional one (1) month period, from July 13, 2025 to August 13, 2025.

Accountant

The TRADE

JULY 9, 2025

Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and asset managers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.

Investment Manager

The TRADE

JANUARY 13, 2025

According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue.

Business

How2Exit

MARCH 10, 2025

Richmond’s strategy is to shift the conversation from an unrealistic sales price to the actual post-sale cash in the seller’s bank account. Many business owners have inflated expectations about the worth of their business, failing to account for taxes, goodwill miscalculations, and valuation mismatches.

Business

The TRADE

JULY 3, 2025

Global investors will be able to access the bond through accounts with CMU, Euroclear and Clearstream, either by becoming direct participants on HSBC Orion or through their existing custodians.

Capital Market

Focus Investment Banking

JULY 8, 2025

The sellers’ legal and accounting teams also play critical roles during this phase. The FOCUS banking team supports the diligence process by answering questions, identifying appropriate parties to respond to information, coordinating communication, and resolving any issues that arise.

Healthcare

The TRADE

DECEMBER 10, 2024

Saphyre noted that financial institutions frequently grapple with challenges such as fragmented systems, labour-intensive processes, and regulatory hurdles during pre-trade onboarding and account maintenance.

Financial Institution

Focus Investment Banking

NOVEMBER 11, 2024

You have your 25, 26 year old technician who, you know, all of a sudden they’re, they’re going through pregnancy, you know, their spouse is pregnant, they’re going to 15 doctors appointments, they’re getting imaging done, they’re getting blood work done, and that doesn’t even account for the actual big day.

Insurance

CNBC: Investing

JUNE 18, 2025

"We view the monetization model as defensive, being based on the number of bank accounts on the respective platform, as well as the number of products a bank subscribes to." "These companies enjoy high customer retention and 5-7 year contract lengths, which support revenue visibility," Smith said.

Banking

The TRADE

APRIL 29, 2025

According to a study conducted by Coalition Greenwich, program trades accounted for approximately $79 billion in daily trading activity in 2024, and nearly half (46%) of these trades were executed electronically, an increase of 35% in two years.

Equities

CNBC: Investing

JUNE 9, 2025

"We believe eToro's strength is in its 'social trading aspect' which is driving higher monetization per funded account. We see an opportunity to grow funded accounts by converting registered users, and through new expansion opportunities in Asia and U.S."

IPO

The TRADE

JUNE 12, 2025

Among the additions is Reto Meroni who has joined Redburn Atlantic’s Zurich office to build out its execution presence with Swiss accounts. Redburn Atlantic’s global execution teams have undergone a redraft with the addition of four new individuals alongside three departures, The TRADE can reveal.

Electronics

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. McKinsey reckons that 60 per cent of employees could save 30 per cent of their time with workflow automation, with automated accounting software, for instance.

Business

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.

Corporate Finance

How2Exit

JUNE 23, 2025

Many small businesses—especially in Puerto Rico—run without accrual-based financials or even accounting software. “What matters isn’t the $10 million purchase price—it’s what ends up in your bank account after taxes.” In that scenario, good luck passing a quality of earnings review.

Business

Beyond M&A

DECEMBER 18, 2024

Like ChatGPT, you need to register an account, and youre ready. Google only acquires firms that provide solutions its users depend on; like a toothbrush, they must be used at least twice daily and vital. Depending on the output, theres a chance this could be vital. Ease of use: There is little friction to using this type of platform.

Investors

CNBC: Investing

JUNE 27, 2025

Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global. While spreads are tight, lack of competitive yield alternatives, banking sector fundamentals and supply-demand dynamics should remain supportive of the securities, Sileo said in a note Wednesday.

Securities

Mergers and Inquisitions

JANUARY 22, 2025

For example, in IB interviews, youll have to know about accounting, valuation/DCF analysis, merger models, and LBO models plus the usual fit/behavioral questions , your resume walkthrough , and a few recent deals. consolidation accounting , lease accounting , etc.).

Investment Banking

Accenture Capital Markets

DECEMBER 2, 2024

40% of customers are more likely to roll money over from other retirement accounts if they have a great digital experience. Women have on average 65% lower retirement account balances compared to men. To start, bear in mind that positive client experience matters in retirement and drives meaningful outcomes.

Economics

Growth Business

JULY 16, 2025

The UK is the most active venture debt market in Europe, accounting for approximately 18 per cent of all venture debt and growth lending deals. Used alongside venture capital, venture debt allows businesses to extend their cash runway, accelerate research and development, or expand into new markets while retaining ownership.

Debt

The TRADE

JULY 16, 2025

Read more – Clear Street names new head of prime brokerage Previously in his career, he has also held senior roles at Morgan Stanley and Goldman Sachs, working across areas including electronic trading, broker dealer clearing business, product development and account management. Tufano’s appointment follows the launch of Clear Street’ clearing (..)

Banking

iMerge Advisors

APRIL 15, 2025

As a result, the buyer paused the deal, requested a third-party compliance audit, and ultimately reduced the offer by 10% to account for remediation costs and regulatory risk. However, during diligence, the buyer discovered that the company lacked a formal data processing inventory and had no documented DSAR process a red flag under GDPR.

Securities

MergersCorp M&A International

JULY 19, 2025

On July 4th, President Trump signed into law H.R. 1 — the One Big Beautiful Bill Act (“BBB”) , a landmark piece of legislation that reshapes key areas of the Internal Revenue Code.

Debt

Lake Country Advisors

JUNE 24, 2025

A disconnect between cash flow and net income raises questions: If your business shows solid profit but weak cash flow, buyers will ask what’s causing the disconnect, whether it’s accounting policies, operational lags, or major expenditures that haven’t yet paid off.

Business

Razorpay

AUGUST 2, 2025

It serves as a digital proof of payment that shows the transaction has been initiated by the sender’s bank and includes all key details of the transfer—such as the sender and recipient’s account information, payment amount, currency, and timestamp. MT103 vs. Field 50K: Ordering Customer: The sender’s name and account details.

Banking

CNBC: Investing

JULY 16, 2025

" The analyst also pointed out that the bank's second-quarter results were an example that internal organic growth is continuing to outperform, being showcased by the 500,000 net new checking accounts made, record asset and wealth management revenues and capital.

S&P

Beyond M&A

JULY 3, 2025

What used to be a relatively straightforward CRM-to-Accounts Payable flow has morphed into a tangled web of integrations, automations, and AI-driven tools. In the past few months, we’ve noticed a pattern: smaller firms being acquired by strategic buyers are arriving at the table with increasingly complex back-office environments.

IT