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

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). Just think about how much you can invest each year if you earn $100K vs. $600K. at $600K, but youll also have far more to invest.

Investment

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

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

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. Three other appointments have also been made.

Capital Market

CNBC: Investing

JULY 16, 2025

bank reported second-quarter revenue of $45.68 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.

S&P

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

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

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. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals. What is Sports Investment Banking?

Investment Banking

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. Hiring an investment bank that is experienced in working with PEGs is crucial to achieving your desired outcome.

Private Equity

MergersCorp M&A International

JULY 19, 2025

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

Mergers and Inquisitions

DECEMBER 18, 2024

If you use your first year in investment banking to gain solid deal experience, your odds of winning a PE offer will improve if you use off-cycle recruiting; if you sit around and do nothing, your odds will fall. Emerging Markets ( Latin American countries such as Mexico and Brazil, the Middle East, Africa, etc.).

Private Equity

CNBC: Investing

JULY 30, 2025

Fundstrat does not have the same conflicts that traditional sell-side research organizations have because Fundstrat (1) does not conduct any investment banking activities, (2) does not manage any investment funds, and (3) our clients are only institutional investors. Past performance is not indicative of future results.

Stock

Focus Investment Banking

JUNE 9, 2025

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms.

Professional Services

Mergers and Inquisitions

JULY 9, 2025

Meanwhile, in Accounting/Controllership, you might spend a lot of time reviewing receivables and payables and determining whether certain spending should be capitalized or expensed. Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices.

Corporate Finance

Mergers and Inquisitions

APRIL 16, 2025

That would at least give companies time to shift their supply chains and account for these new rules. If a bank hires 100 interns and normally plans to bring back 50 for full-time roles, a massive reduction in deal activity might knock that number down to 20 or 30.

Valuation

Financial Times - Banking

JULY 23, 2025

Complete digital access to quality FT journalism on any device.

Underwriting

Solganick & Co.

MARCH 10, 2025

Our team helps drive value creation for clients, with services supporting the Office of the CFO across all stages of the investment lifecycleincluding foundational accounting, strategic financial planning and analysis enhancement, CFO-led performance, transaction support, and turnaround and restructuring solutions.

Consulting

Focus Investment Banking

JULY 30, 2025

At FOCUS Investment Banking , we’ve helped dozens of manufacturing clients exit on their terms—and we’ve seen firsthand how preparation makes all the difference. Customer Concentration and Certifications Will Be Scrutinized Many CNC shops grow fast by serving a few core accounts—but buyers view heavy customer concentration as risky.

Manufacturing

Focus Investment Banking

AUGUST 4, 2025

service and commercial accounts. You know about probably 20% of our client base across focus investment banking is, is doing buy side acquisitions, helping people acquire. Mike Lampert: We’re adding on where we can add on to products and services. Well, we’re, we do really good at Rd.

Acquisitions

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. It even includes elements of healthcare , industrials , and oil & gas investment banking. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking

Focus Investment Banking

JULY 7, 2025

senior advisor at FOCUS Investment Banking , and Steven and Susan Moss, operators of Wilson Tire Pros and Automotive in Burlington, N.C., His four-pillar hiring approach — focused on attitude, enthusiasm, work ethic and moral compass — fosters loyalty, high standards and accountability. Joe Tomarchio Jr.

Private Equity

Focus Investment Banking

AUGUST 3, 2025

Mobile ordering now accounts for 60% of digital restaurant sales, and 1 in 3 diners use Google to discover new places to eat. According to recent surveys: 75% of Americans prefer drive-thru, delivery, or takeout over dine-in experiences. 1 57% prefer ordering food to eating at a restaurant.

Food

Focus Investment Banking

JUNE 24, 2025

The the thing that we’re going to lock into to standardize it the all of our all 92 shops today will feel the impact or have felt the impact would be accounting accounts, payables and payroll. Blake Farley: Cole, In some aspects it’s pretty easy, others is a little more challenging.

M&A

Focus Investment Banking

JUNE 13, 2025

EOS provides a structured, actionable framework for leaders to delegate, document and define roles — creating clear accountability and empowering a leadership team to drive the business forward. Create accountability. My family’s auto service business implemented EOS with success. Hire and trust leaders. Schedule your exits.

Book-building

Focus Investment Banking

JULY 3, 2025

Erin works directly with some of the top-performing organizations in the business, helping drive collaboration, accountability, and operational excellence. Kind of started with some shop owners and an accountant that decided that they wanted to kind of share numbers and, you know, work on accountability with each other.

S&P

Focus Investment Banking

JULY 25, 2025

And then he would start teaching me about financial stuff and accounting and took me under his wing and really kind of educated me. I think under the family business, we always viewed, frankly, the finance and accounting function as a cost center. The most important thing is configuring that to move into your accounting system.

M&A

Focus Investment Banking

AUGUST 6, 2025

And it wasn’t because of just me, you know, I, so I’ve constantly have coaches that are, you know, teaching me, holding me accountable. So I think that’s, that’s the biggest, that’s the biggest return on investment. Most of it’s personal accountability, OK. million company last year.

Management

Focus Investment Banking

JUNE 20, 2025

New platforms can use data and AI to run program administration more effectively, with better accountability, Morley said. And spreadsheets and emails really is not going to help in that situation.”

Insurance

Focus Investment Banking

JULY 31, 2025

Before we hit record, we talked about holding each other accountable to where we don’t go down too many rabbit holes. Cole Strandberg: There’s never been a better time to be in and around this industry. I think the opportunities moving forward with all this change are gonna be tremendous. Right off lead.

M&A

Focus Investment Banking

JUNE 13, 2025

And having them just plug into the machine of human resources of marketing, of accounting, of finance, right? If we get our, our, our core business functions humming, then it’s just, you know, much easier to start adding in these these additional businesses through acquisition, right? So you cannot do it all yourself as an owner.

Business

Focus Investment Banking

JUNE 18, 2025

The other piece is consolidators will oftentimes get dealer accounts and once they’ve got them, they step back. A lot of the consolidators aren’t spending the money on digital marketing. So there’s an opportunity for independence to go there and maximize it.

M&A

Focus Investment Banking

JULY 16, 2025

The residential broadband space also accounted for a number of other transactions this period. These included an investment in Hotwire Communications by Brookfield Infrastructure Partners as well as Vero Broadband’s acquisition of BendTel and Ripple Fiber’s acquisition of BridgeNET Fiber.

S&P

European Investment Bank

JUNE 9, 2025

The 2024 Complaints Mechanism Annual Report highlights the key achievements of the European Investment Bank (EIB) Group’s accountability mechanism in addressing public concerns related to EIB-financed projects and activities.

Accountant

OfficeHours

JUNE 2, 2023

There are a lot of reasons why investment banking courses can be beneficial to a junior employee. Because as a junior in investment banking, this is something that you want to experience. So below, I will go over some of the key benefits that investment banking courses can give you over the course of your career.

Investment Banking

Focus Investment Banking

JUNE 20, 2025

This transaction had a value of $425 million, meaning that it accounted for all of our total announced transaction dollar value for the past three months. The Test and Measurement sector had the largest announced transaction dollar value with the Keysight divestiture of the High Speed Ethernet business that it acquired from Spirent.

S&P

OfficeHours

OCTOBER 27, 2023

Transitioning from a career in investment banking to the dynamic world of media may seem like a significant shift. open.spotify.com/show/7aeLSeoDAPHEGZ89UECnmk We are excited to host Rhea Harsoor as she shares her insights and journey from Investment Banking to Media and Entertainment TODAY AT 3PM ET !

Entertainment