Accountant, IT and M&A - Investment Banking Today

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

JULY 15, 2025

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Summary: When Alan Whitman took the reins as CEO of Baker Tilly, he didn’t just grow a firm—he rewired it for scale.

M&A

M&A Professional Services Book-building Acquisitions

Mastering M&A KPIs: Goals and Getting Started

Midaxo

MARCH 19, 2025

However, despite this importancealong with the relative high failure rates in executing on M&A the M&A process has often lacked the same rigorous scrutiny and end-to-end optimization that is applied to other core functions such as sales and manufacturing. Such handoffs create gaps in accountability and visibility.

M&A

M&A Management Business Accountant

Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

JUNE 27, 2025

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Accurate valuation is essential for successful M&A deals. Precedent Transaction Analysis: Analyzes recent M&A transactions involving similar companies. Identify any potential financial risks or liabilities.

Valuation

Valuation M&A Discounted Cash Flow DCF Analysis

Why Back Office IT Is Becoming a Deal-Time Headache

Beyond M&A

JULY 3, 2025

A Shift in the Last 6–12 Months M&A Technology Integrations are changing fast , playbooks are out and thinking on your feet is in. 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. Mapping the systems was simple. Not anymore.

IT

IT M&A Sale S&P

The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app

Midaxo

JUNE 10, 2025

Staying connected to your deals, pipeline, and team is a major advantage in M&A’s fast-paced environment. Whether you’re traveling, meeting prospects in the field, or preparing for a last-minute boardroom presentation, Midaxo brings the full functionality of leading M&A software right to your pocket.

M&A

M&A Management Accountant Corporation

Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business

Sun Acquisitions

NOVEMBER 1, 2024

In today’s rapidly evolving digital landscape, technology’s impact on mergers and acquisitions (M&A) is profound and multifaceted. Businesses aiming to navigate the M&A process must consider traditional financial and operational metrics and the technological prowess and readiness of acquiring and targeting companies.

Mergers

Mergers Mergers and Acquisitions Business Acquisitions

The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions

MergersCorp M&A International

JUNE 5, 2025

Far from being mere taxes on goods, these duties exert a profound and multifaceted influence on the landscape of Mergers & Acquisitions (M&A). Understanding these consequences is paramount for navigating the contemporary M&A environment.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions M&A

Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager

Investment Manager Management Investment Asset Management

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

JUNE 23, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first.

Business

Business Book-building M&A Mergers and Acquisitions

Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’

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

IPO Trading IT Retail

Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

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. It offers an array of business management software solutions that streamline business operations to customers in numerous vertical markets.

Shares

Shares IT Mergers and Acquisitions Management

Striking the Balance: Key Negotiation Points in Today’s Agreements

Focus Investment Banking

JUNE 17, 2025

Striking the Balance: Key Negotiation Points in Today’s Agreements The M&A landscape is always transforming. An experienced M&A attorney who understands this balance—protecting your interests while keeping the deal on track—is essential. To avoid this, focus on key terms upfront while reserving finer points for later stages.

Negotiation

Negotiation M&A Sale Risk Management

Agentic AI Musings

Beyond M&A

DECEMBER 18, 2024

I'm noodling and tinkering with a new (free) hobby project called [link]. To some, Agent-based AI is a buzzword, to others, they are already commercialising it. I have a simplistic view of the tech itself – an agent will perform a specific task it is built for, in a particular sequence, to provide a specific output.

Investors

Investors Investment Healthcare Financial Services

How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

How2Exit

MARCH 10, 2025

Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

Business

Business Acquisitions Mergers and Acquisitions Finance

Why ReNew Manufacturing Solutions is Bullish on Precision Machining and Fabrication Companies

Focus Investment Banking

MAY 29, 2025

Led by Cres Ferrell, who brings a background in machining , manufacturing, and private equity, ReNew is thoughtfully building a strong, diversified platform in precision machining and fabrication. But what exactly makes this sector so attractive to them?

Manufacturing

Manufacturing Telecommunication Business Financial Statement

SPACs: A Path to Public Markets That Shouldn’t Be Overlooked

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. 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.

IPO

IPO Mergers and Acquisitions Capital Capital Raising

What's the difference between Buyer-Led vs. Seller-Led M&A? with Matthew Person

How2Exit

JULY 7, 2025

What's the difference between Buyer-Led vs. Seller-Led M&A? From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. Pearson isn’t playing M&A for badges—he’s building companies that last.

M&A

M&A Valuation Acquisitions Negotiation

StoneX completes RJ O’Brien acquisition

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

Acquisitions Broker Accountant Finance

Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

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. 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

Business

Business Mergers and Acquisitions Asset Management Investment Manager

Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

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. The main problem is that many people enter corporate finance jobs without truly understanding them.

Corporate Finance

Corporate Finance Finance Finance Corporation

Why Buying a Business Beats Starting One – Buy Your Way to Success!

How2Exit

FEBRUARY 10, 2025

E267: Why Buying a Business Beats Starting One – Buy Your Way to Success! Watch Here About the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund.

Business

Business Funds Acquisitions Healthcare

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

iMerge Advisors

APRIL 15, 2025

For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities

Securities M&A Valuation Risk Assessment

Demystifying the “Second Bite of the Apple” and its Prevalence in Private Equity

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

Private Equity Equities IT Investment Banking

LPL Financial Closes Its Acquisition of Commonwealth Financial Network

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

Acquisitions IT Management Advisory

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. This is not just anecdotal.

Private Equity

Private Equity Equities Valuation M&A

What’s the difference between an asset sale vs. stock sale for tech companies?

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale? What Is a Stock Sale?

Sale

Sale Stock M&A Negotiation

The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First

Focus Investment Banking

NOVEMBER 11, 2024

As always, I’m your host, Kolstramberg. Cole Strandberg : Welcome to another episode of the Collision Vision driven by Auto Body News. Today we’re kicking off our brand new series titled Safety First Prioritizing Health in the Workplace. Now, at the time of this recording, I have just landed after a very early morning flight.

Insurance

Insurance Healthcare M&A Medical

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

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. This view is mostly wrong: The Excel-based work has a ton of overlap, with a few differences here and there.

Investment Banking

Investment Banking Equities Bank Banking

Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking

Investment Banking Bank Banking Investment

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

JANUARY 8, 2025

Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right.

Business

Business IT Sale Valuation

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

iMerge Advisors

APRIL 15, 2025

Summary of: Unassigned IP from Early Contractors: A Hidden Risk in M&A Due Diligence In the early days of a startup, speed often trumps structure. One of the most common red flags that surfaces during M&A due diligence is the lack of signed IP assignment agreements from early contractors or freelancers.

M&A

M&A IT Valuation Advisory

Strategic Finance Jobs: An Upgrade Over Corporate Finance, or a Smoke Screen for Standard FP&A Work?

Mergers and Inquisitions

JULY 9, 2025

Table Of Contents The Short Version of Strategic Finance Jobs Strategic Finance vs. Table Of Contents The Short Version of Strategic Finance Jobs Strategic Finance vs. Corporate Finance Does Strategic Finance Include Corporate Development (M&A and Partnership) Work? Recruiting: Who Wins Strategic Finance Jobs?

Corporate Finance

Corporate Finance Finance Finance Corporation

Inception Growth Acquisition Limited Announces Extension of Business Combination Period

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

Initial Public Offering Acquisitions Business Accountant

An options trade that bets on consumer stocks rebounding — while hedging risk

CNBC: Investing

JULY 31, 2025

economy's heavy reliance on consumer activity, which accounts for approximately 70% of gross domestic product, it's notable that the discretionary sector has significantly underperformed. In the example I'm providing below, I've selected September "regular way" expiration. Given the U.S.

Trading

Trading Stock S&P Investment

Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. ORLANDO, FL., Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market.

Consulting

Consulting Sale IT M&A

Tariffs & The Job Market: How the Trade War Will Affect Finance Internships, Jobs, Deals, and Valuations

Mergers and Inquisitions

APRIL 16, 2025

This is a follow-up to my 2024 Election article , where I predicted that the Trump administration would be much less business friendly than hyperventilating influencers had forecast. deal volume fell by 13% in Q1 , consumer sentiment fell by more than 30% since December , and inflation expectations are now higher.

Valuation

Valuation Finance Finance Trading

Helix Acquisition Corp. II Retains More than 60% of Trust Account after Redemptions in connection with Business Combination with BridgeBio Oncology Therapeutics

Global Newswire by Notified: M&A

AUGUST 6, 2025

BOSTON & SOUTH SAN FRANCISCO, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Helix Acquisition Corp. II (“Helix”) (Nasdaq: HLXB), a special purpose acquisition company sponsored by affiliates of Cormorant Asset Management, and TheRas, Inc. (d/b/a The deadline for submitting redemption requests was July 31, 2025.

Accountant

Accountant Acquisitions Asset Management Business

How Mike Lampert Grew New England Truck Center Through Acquisitions

Focus Investment Banking

AUGUST 4, 2025

Mike Lampert: I’m not. I would say I’m I coach, I teach, I help oversee the high level stuff. Fresh off a 2024 recapitalization, Mike shares how he’s now laser-focused on growth through acquisitions. Listen and Follow The Know to Grow: A Light to Heavy-Duty Podcast. We have a great team here.

Acquisitions

Acquisitions IT M&A Business

How FSG transformed diligence into their competitive edge with Midaxo

Midaxo

JUNE 9, 2025

When Christian Fulmino stepped in as Head of Corporate Development and M&A at Fiduciary Services Group (FSG)—a forward-thinking retirement services firm—he was tasked with a bold mission: to supercharge the company’s inorganic growth. This standardization improves efficiency, minimizes errors, and enhances overall diligence quality.

M&A

M&A Engineering Management Accountant

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Software Equity Group

JUNE 25, 2025

The best way to prepare for  due diligence  in a SaaS M&A transaction is to do most of the legwork before it starts. We also provide an in-depth downloadable M&A due diligence checklist (PDF) so that you’re set up for success. Consider these 11 areas of accounting due diligence. Here are a few items you should consider.

M&A

M&A Business Architecture Accountant

Global exchange revenues up 7.5% in four years, reaching $60 billion

The TRADE

JULY 17, 2025

Specifically, TC&S accounts for 60.3% year-on-year for 2024, and accounted for 52.8% Global exchange revenues reached $58.9 billion in 2024, demonstrating a 7.5% increase since 2020, according to findings in TP ICAP’s ‘exchange global share and segment sizing’ report. of Asian revenues, 51.9% of EMEA revenues, and 50.2%

Mergers and Acquisitions

Mergers and Acquisitions Trading Capital Market Capital

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

Global Newswire by Notified: M&A

JUNE 27, 2025

With a 24-year legacy of delivering high-value financial advisory solutions, GlassRatner has built a reputation for excellence in Restructuring, Turnaround Management & Bankruptcy Consulting; Forensic Accounting & Litigation Support; and Transaction Support Services—such as Due Diligence and Quality of Earnings Reviews. earlier today.

Advisory

Advisory Private Equity Consulting Accountant

Euronet and CoreCard Announce Merger Agreement to Unlock Global Opportunities in Credit Card Issuing and Processing

Global Newswire by Notified: M&A

JULY 30, 2025

LEAWOOD, Kan. and NORCROSS, Ga., The exchange ratio and other terms of the transaction are described below. history in partnership with Goldman Sachs. history in partnership with Goldman Sachs. Brown, Euronet’s Chairman and Chief Executive Officer. “By Joining Euronet marks an exciting new chapter for CoreCard,” said Leland Strange, CEO of CoreCard.

Mergers

Mergers Mergers and Acquisitions Stock Shares

Striving for Sustainability: Meet Nicole

Cisco: M&A

JULY 31, 2025

At Cisco, packaging sustainability is a key aspect of our strategy to transition to a circular business model. At Cisco, packaging sustainability is a key aspect of our strategy to transition to a circular business model. We do this by designing packaging that protects our products while also minimizing environmental impact.

Engineering

Engineering Collaboration Corporation Shares

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

Mastering M&A KPIs: Goals and Getting Started

Trending Sources

Best Practices for Due Diligence and Valuation in M&A

Why Back Office IT Is Becoming a Deal-Time Headache

The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app

Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business

The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions

Clearwater agrees to buy investment management platform Enfusion for $1.5B

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’

Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

Striking the Balance: Key Negotiation Points in Today’s Agreements

Agentic AI Musings

How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

Why ReNew Manufacturing Solutions is Bullish on Precision Machining and Fabrication Companies

SPACs: A Path to Public Markets That Shouldn’t Be Overlooked

What's the difference between Buyer-Led vs. Seller-Led M&A? with Matthew Person

StoneX completes RJ O’Brien acquisition

Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Why Buying a Business Beats Starting One – Buy Your Way to Success!

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

Demystifying the “Second Bite of the Apple” and its Prevalence in Private Equity

LPL Financial Closes Its Acquisition of Commonwealth Financial Network

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

What’s the difference between an asset sale vs. stock sale for tech companies?

The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

How to Sell an IT Business: Everything You Need to Know in Five Minutes

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

Strategic Finance Jobs: An Upgrade Over Corporate Finance, or a Smoke Screen for Standard FP&A Work?

Inception Growth Acquisition Limited Announces Extension of Business Combination Period

An options trade that bets on consumer stocks rebounding — while hedging risk

Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Tariffs & The Job Market: How the Trade War Will Affect Finance Internships, Jobs, Deals, and Valuations

Helix Acquisition Corp. II Retains More than 60% of Trust Account after Redemptions in connection with Business Combination with BridgeBio Oncology Therapeutics

How Mike Lampert Grew New England Truck Center Through Acquisitions

How FSG transformed diligence into their competitive edge with Midaxo

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Global exchange revenues up 7.5% in four years, reaching $60 billion

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

Euronet and CoreCard Announce Merger Agreement to Unlock Global Opportunities in Credit Card Issuing and Processing

Striving for Sustainability: Meet Nicole

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