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

The TRADE

DECEMBER 10, 2024

Our partnership with Aladdin represents a pivotal evolution for Saphyre, building on our already extensive network of top-tier investment managers and financial institutions, said Ray Shivers, COO of Saphyre. The post BlackRock to streamline Aladdin operations through Saphyre tie-up appeared first on The TRADE.

Financial Institution

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. Buyers like a blanket period such as 90 or 120 days to complete diligence, negotiate the purchase agreement and close.

Negotiation

Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Invest in data analytics capabilities to harness the power of big data. Financial Planning Tech-driven M&A requires significant financial investment, not just in the acquisition but also post-merger integration. This alignment will guide decision-making and integration efforts.

Mergers

The TRADE

AUGUST 12, 2025

MMT is an industry data standard for classifying trades across European capital markets, and the offering is set to meet the needs of firms such as investment banks and hedge funds by helping them understand the details of published transactions, to maintain transparency in market data.    FIX executive director, Jim Kaye, said: “MMT is a great example (..)

Trading

Beyond M&A

DECEMBER 18, 2024

Companies that harness this technology effectively can achieve significant competitive advantages, making them attractive targets for investment. 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.

Investors

The TRADE

JULY 24, 2025

This followed the FCA’s July 2024 decision to re-introduce an optional element of rebundling for Mifid investment firms, with the UK buy-side able to facilitate joint payments for third-party research and execution services. This is an opportunity to get dealers back into the investment team’s process.

Asset Management

CNBC: Investing

JUNE 27, 2025

Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global. UBS recommends investing in both preferred par values. Investors looking for broad market exposure can invest in exchange-traded funds. The $25 par preferreds have underperformed so far this year, down 0.6%

Securities

CNBC: Investing

JUNE 9, 2025

"We view eToro as a clear share gainer in retail trading/investing. " Needham initiates coverage of eToro as a buy, sets price target of $80 per share The investment firm called eToro "the social network trading platform," while its price target is 16% above the stock's Friday closing price.

IPO

Focus Investment Banking

JULY 8, 2025

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. The healthcare team at FOCUS Investment Banking specializes in handling these competitive sell-side processes. The sellers’ legal and accounting teams also play critical roles during this phase.

Healthcare

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business

CNBC: Investing

JULY 16, 2025

Noting a rise in investment banking activity over the course of the quarter, the bank also hiked its forecast for full-year net interest income – a measure of profitability – to approximately $95.5 Mayo's target change comes after the big U.S. bank reported second-quarter revenue of $45.68

S&P

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).

Corporate Finance

How2Exit

JULY 7, 2025

Pearson, drawing from his unique background in sports management, investment banking, and now corporate development, walks through the nuts and bolts of building a buyer-led M&A playbook: stakeholder alignment, culture assessment, integration continuity, and even the psychological art of negotiation.

M&A

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment

CNBC: Investing

JULY 19, 2025

It provides flexible commercial payments, accounts payable and electronic payment alternative solutions that support B2B payment processes for businesses and governments. When evaluating an investment, the firm also hires specialty and general management consultants, expert cost analysts and industry specialists.

Shares

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

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

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. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura.

Electronics

How2Exit

JUNE 23, 2025

Article: From Cheese Factory to $800M in Deals: Why Francisco Uriarte is the M&A Whisperer of Puerto Rico If you think every M&A advisor followed the traditional investment banking path, think again. Many small businesses—especially in Puerto Rico—run without accrual-based financials or even accounting software.

Business

Growth Business

JULY 16, 2025

For example, manufacturers often use ABL to invest in additional stock for busy periods, while service-based companies may leverage receivables to fund growth. 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.

Debt

Focus Investment Banking

NOVEMBER 11, 2024

We’ll explore the connection between employee health, workplace performance, recruiting and retention and why investing in benefits can be a game changer for collision repair businesses just like yours. Is it one cookie cutter scenario and do what we can to ballpark kind of what that investment might look like? Enjoy the show.

Insurance

The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. He replaces Nishad Vallonthaiel as head of electronic trading.

Capital Market

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. As is typical in a Starboard investment, there are multiple levers to unlock value here.

Media

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

CNBC: Investing

JULY 10, 2025

"We believe the AI investment cycle is in a state of transition, with over $350bn in CapEx spent on AI infrastructure," he said. "We see the stock's premium valuation as justified by the visibility provided by sole-sourcing at silicon accounts and the mission-critical nature of its software portfolio."

Stock

The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. Currently, almost half of Liontrust’s investments and trading are now outside of the UK. Our collaboration with BNY will enable Liontrust to achieve this.”

Trading

The TRADE

OCTOBER 31, 2024

Munenori Yoshihara, BBH The development sees Resona become the first Japanese investment manager to implement the FX solution. The solution provides support for FX orders across multi-custodian accounts and covers both freely traded markets and select restricted markets.

Asset Management

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. The deal still closed, but the founders left money on the table a preventable outcome had they invested in compliance readiness earlier.

Securities

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking

Lake Country Advisors

JUNE 24, 2025

This is attractive to buyers who are planning to invest more resources or expand their footprint. Positive free cash flow gives buyers flexibility: It shows your business can fund its own operations without constant outside investment. Growth also reassures them that your business hasn’t plateaued.

Business

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking

How2Exit

FEBRUARY 10, 2025

Bhasin describes search funds as a two-step process: first, raising capital to fund the search itself, and second, securing additional investment to acquire the business. While these methods work, they often leave buyers without the guidance or strategic backing needed to truly optimize and grow their acquisition. The key differentiator?

Business

MergersCorp M&A International

JULY 19, 2025

New Markets Tax Credit — Made permanent, providing continued incentives for investment in low-income communities. The post The Big Beautiful Bill (BBB): A Sweeping Tax Overhaul Signed into Law appeared first on MergersCorp M&A International | Investment Banking. based production facilities placed in service before 2031.

Debt

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover.

Private Equity

Midaxo

MARCH 19, 2025

They provide a window into the M&A process performance; offer a cockpit view into your deal accuracy and performance; give you an early warning system to risks and issues; and create a framework for accountability across teams. Such handoffs create gaps in accountability and visibility. Data fragmentation. VDR for diligence).

M&A

CNBC: Investing

JULY 17, 2025

Even Cathie Wood's Ark Invest has filed to launch buffer products built on the firm's notoriously volatile ETFs. More In Investing trends European companies are jumping on the defense bandwagon as EU plans security splurge Chloe Taylor Despite Trump's tariffs, U.S.

Investors