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. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal appeared first on The TRADE.

Business

Focus Investment Banking

MAY 29, 2025

This personal connection, combined with broader market forces like the “silver tsunami” the retirement-driven sale of millions of baby boomer-owned businesses sparked ReNews strategy. Remove personal expenses from business operations, or at least clearly separate them to facilitate buyer diligence.

Manufacturing

How2Exit

JULY 15, 2025

PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. “You push harder with accountability.” How you embed culture into every corner of a growing business. Complacency masked as culture. How you build systems.

M&A

Lake Country Advisors

JUNE 24, 2025

Before acquiring a business, buyers don’t just look at your customer list or brand image; they want the numbers. Financial metrics give them a clear picture of your company’s stability, scalability, and profitability when you are selling your business. Growth also reassures them that your business hasn’t plateaued.

Business

Sun Acquisitions

JUNE 27, 2025

Businesses can make informed decisions and mitigate risks by conducting thorough due diligence and accurately valuing a target company. Best Practices for Successful Due Diligence and Valuation Engage Experienced Professionals: Hire experienced M&A advisors, lawyers, and accountants to assist with the due diligence and valuation process.

Valuation

Focus Investment Banking

JUNE 17, 2025

Exclusivity Extensions with Accountability Pegs Exclusivity periods, where sellers agree not to shop the deal elsewhere, are increasingly structured. Some agreements restrict sellers in participating in any capacity in an entire industry, while others simply restrict competing within an agreed radius from the existing business.

Negotiation

Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment

MergersCorp M&A International

JULY 5, 2025

The capital raised in the IPO is placed in a trust account, earning interest, and can only be used for an acquisition or returned to investors. This is a critical step, as the reputation and future success of the SPAC and its sponsors hinge on selecting a viable and valuable business.

IPO

MergersCorp M&A International

JUNE 5, 2025

For businesses contemplating strategic transactions, tariffs introduce a complex web of financial, operational, and legal considerations that can fundamentally alter deal viability, valuation, and post-merger integration.

Mergers and Acquisitions

The TRADE

AUGUST 1, 2025

“This transaction significantly expands our scale and increases our capabilities in several critical areas, including through a materially expanded client network and the addition of the leading introducing broker business,” said Philip Smith, chief executive of StoneX. “This transaction adds significant value for our clients and reinforces our ability (..)

Acquisitions

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

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. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Media

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." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Banking

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. They’re cat’s cradles —dense with connections, reliant on APIs, and full of invisible business logic living in low-code and AI platforms.

IT

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. Trust isn't fluff—it’s financial leverage.

M&A

Mergers and Inquisitions

JANUARY 8, 2025

Ive covered some of my business/career learnings in the past , but I havent written much about investing outside of these annual updates. If your country has no high-paying jobs or makes it difficult to start a business, leave! If youre reading this right now, youre probably much younger than me. Youll get bored in about a week.

Investment

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." Skip Navigation Markets Pre-Markets U.S.

IPO

Beyond M&A

DECEMBER 18, 2024

The potential for Agentic AI to disrupt existing business models and create new markets is immense. By investing in startups and companies that are pioneering these applications, investors can tap into a growing market that is set to revolutionize how businesses operate. Like ChatGPT, you need to register an account, and youre ready.

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. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC.

Securities

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.

Shares

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. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

S&P

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction.

Business

Focus Investment Banking

JULY 8, 2025

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. The sellers’ legal and accounting teams also play critical roles during this phase. Our healthcare services clients (e.g.,

Healthcare

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. Finn will bring some additional technical expertise to a US desk which is one of the fastest growing areas of our business,” added Quick.

Electronics

The TRADE

JULY 16, 2025

New York-based Tufano brings more than 20 years of industry experience to his new position, which will see him working towards delivering a robust clearing platform and client experience alongside the firm’s trading, risk, operations, technology and client service teams. He is also set to oversee the business’ margin, collateral and settlement processes. (..)

Banking

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. Within a company, there are also roles such as corporate development and business development, but these also focus on external entities.

Corporate Finance

Midaxo

MARCH 19, 2025

The Need for KPI Management Inorganic growth is a critical driver to business success. KPIs are metrics that are linked to a business objective and have a target/goal. The M&A team focuses on getting the deal closed, while the business unit is responsible for realizing synergies. Data fragmentation. VDR for diligence).

M&A

Focus Investment Banking

NOVEMBER 11, 2024

In this first episode we’re diving into a critical aspect of workplace health, employee well being and the role of benefits in collision repair businesses. So it’s fortunate that we have someone who makes the world of employee benefits legitimately interesting and exciting and relevant to your business. Enjoy the show.

Insurance

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. Field 50K: Ordering Customer: The sender’s name and account details.

Banking

CNBC: Investing

JULY 12, 2025

How the activist may bolster value Published Sat, Jul 12 2025 8:35 AM EDT Kenneth Squire @13DMonitor WATCH LIVE In this article TRIP Follow your favorite stocks CREATE FREE ACCOUNT The Tripadvisor logo is displayed on a tablet. If the Tripadvisor business was the company's only segment, this valuation could be justified.

Media

Software Equity Group

JULY 9, 2025

But behind this wave of inbound interest lies a more complex reality: unsolicited offers are rarely based on a complete understanding of your business. The pressure to identify and acquire quality businesses has driven these firms to build detailed market maps, study vertical SaaS subsegments, and reach out directly to founders.

Private Equity

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. 3 factors transforming the retirement industry Retirement providers are under pressure to transform their businesses. Women have on average 65% lower retirement account balances compared to men.

Economics

H. Friedman Search

JUNE 19, 2025

While vacationing, the one thing I always do related to business is to keep up on my LinkedIn profile. LinkedIn, which was supposed to be strictly business, has fallen far off that mark. It’s almost more like a Facebook account. However, hiring managers love scouring LinkedIn accounts, especially when you are at the offer stage.

Recruitment

Global Newswire by Notified: M&A

JUNE 11, 2025

The purpose of the extension is to provide additional time for the Company to complete a business combination.

Initial Public Offering

The TRADE

JULY 21, 2025

After leaving SIX, he joined Citadel Securities as head of EMEA business development in March 2024.   Marex Serhan Eryuksel has joined Marex’s outsourced trading team, focused on sales in the UK, Europe and MENA.

Trading

CNBC: Investing

JUNE 30, 2025

In this article BMNR BTC.CM= Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:37 04:37 Fundstrat's Tom Lee on being named chairman of BitMine Immersion Technologies Squawk Box Fundstrat's Tom Lee is joining a little known bitcoin miner aiming to become the biggest publicly traded holder of ether.

Stock

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. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. GDPR policies, SOC 2 certification)?

Securities