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 “blank check” approach allows private companies to go public by merging with the SPAC, bypassing the traditional, often arduous and unpredictable, IPO process.

IPO

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

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. Acquiring companies need to understand the target’s digital capabilities, potential technology debts, and how well their systems integrate with their own.

Mergers

Focus Investment Banking

MAY 29, 2025

ReNew recently acquired Stillwater Technologies , a FOCUS client with a strong mix of machining and fabrication capabilities, deep relationships with an automotive OEM, and diversified exposure to the telecommunications and oil & gas sectorsmaking it an ideal fit for both stability and growth. Why Timing Matters: Tailwinds in U.S.

Manufacturing

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. As you read this, consider two realities: 1. Pass on domain knowledge to team members or document it.

Investment

Beyond M&A

DECEMBER 18, 2024

To some, Agent-based AI is a buzzword, to others, they are already commercialising it. Instead of discussing the technology from afar, I will describe the use of Agents by taking you through a simple use case and then referring to a strong example of usage from a firm we did Tech DD on. AI agent startups secured $8.2 Its iterative and flexible.

Investors

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

The TRADE

AUGUST 1, 2025

Philip Smith The firm initially announced the acquisition in April 2025, which is set to make StoneX the largest non-bank futures commission merchant (FCM) in the US and support the firm in its goal to provide greater access to liquidity in fixed income markets.

Acquisitions

CNBC: Investing

JUNE 24, 2025

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. Those targets each imply around 15% upside from Monday's close.

Media

The TRADE

JULY 24, 2025

Most firms looked to get this research from their internal sources, or research payment accounts (RPA). Some desks have come to be viewed by their PMs as operational rather than integral to the investment process which feels a shame. Joint payments is about working together to help those who are helping performance.” And so, it began.

Asset Management

How2Exit

JUNE 23, 2025

His firm operates across Latin America and the continental U.S., but remains rooted in his home market, guiding business owners through one of the most emotional and financially significant decisions of their lives. Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first.

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

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. He’s been burned by bad deals before, and it shows—in the best way. Trust isn't fluff—it’s financial leverage.

M&A

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. Through this expansion, the companys TAM is expected to increase by $1.9 Enfusion by comparison has 38% of its revenue generated in Europe and Asia.

Business

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). Ive said before that nothing on this site is meant to be investment advice. If youre reading this right now, youre probably much younger than me.

Investment

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

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

Focus Investment Banking

JULY 8, 2025

The sellers’ legal and accounting teams also play critical roles during this phase. On the financial side, we complete in-depth financial analysis (usually a full quality of earnings) that breaks down a practice’s financial statements and rebuilds them on an adjusted accrual basis.

Healthcare

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

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

Global Newswire by Notified: M&A

AUGUST 1, 2025

Accessibility: Skip TopNav LPL Financial Closes Its Acquisition of Commonwealth Financial Network August 01, 2025 09:00 ET | Source: LPL Financial Holdings, Inc. LPL Financial Holdings, Inc. SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. LPL remains on track to achieve its 90% retention target.

Acquisitions

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. Small business leaders may still be unsure of where to turn when traditional finance options fall short.

Debt

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

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. Buy-side traders value the expertise and risk management capabilities of high-touch sales traders.

Equities

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. Think of the MT103 as the official receipt for your international wire transfer.

Banking

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in deals in 2023. US PEGs still have approximately $1.1 trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. Most PEGs prefer the seller to reinvest a minority stake in the new deal.

Private Equity

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. Now, at the time of this recording, I have just landed after a very early morning flight. Enjoy the show. This episode is brought to you by Thrive. Ready to hit the gas on growth.

Insurance

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. Mayo's target change comes after the big U.S.

S&P

Lake Country Advisors

JUNE 24, 2025

Whether your deal is based on earnings, revenue multiples, or cash flow, buyers use financial metrics to justify their offer. A strong financial story can increase your business valuation and asking price or defend it during negotiations. They influence how a deal is structured: Buyers may structure deals differently depending on your numbers.

Business

Razorpay

MAY 8, 2025

What began as a simple accounting product has evolved into a full-fledged business management suite – serving over 2 million businesses in India and beyond. From accounting and inventory to payroll, GST compliance, and more, Tallys products are designed to simplify complexity and help SMBs focus on growth.

IT

How2Exit

FEBRUARY 10, 2025

Unlike a generic accounting platform that could serve any industry, this kind of niche software is mission-critical—meaning customers are highly unlikely to switch providers. Why Search Funds? That stickiness is what makes vertical SaaS businesses so valuable. That’s where the real magic happens.

Business

CNBC: Investing

JUNE 27, 2025

Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global. Similar to bonds, when the price of the preferred goes down, its yield moves higher.

Securities

CNBC: Investing

JULY 14, 2025

Amazon now accounts for 50% of all HPC growth, which creates a 2-point growth gap or one point globally relative to Procter's core retailers, mainly Walmart and Costco, where the firm remains competitively advantaged given scale and product superiority," Ottenstein wrote. retailer in household and personal care goods.

Shares

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

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. Tripadvisor operates through three segments: Brand Tripadvisor, Viator and TheFork.

Media

Razorpay

MAY 23, 2025

The real challenge of scale isnt paymentits accountability Talk to any mid-sized QSR operatorespecially one running more than five outletsand a consistent theme emerges: reconciliation pain. It all starts at 1 PM. The lunch rush begins. Office workers line up at the food court. The momo counter is working overtime. When was it collected?

Food

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. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? AWS, Google Cloud).

Securities