JD Supra: Mergers

OCTOBER 24, 2024

In mergers and acquisitions (M&A), few transactions are as complex as carve-outs. By: Mayer Brown

M&A 171

M&A Negotiation Mergers and Acquisitions Sale 171

JD Supra: Mergers

JULY 26, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts.

M&A 165

M&A Corporate Finance Advisory Valuation 165

Midaxo

SEPTEMBER 14, 2023

That is especially true for organizations working in corporate development and M&A, where preventing unauthorized user access and protecting the confidentiality of data is paramount. Studies confirm that cloud-based M&A platforms are more secure and better able to respond to security challenges than generic, standalone tools.

M&A 147

M&A Securities Architecture Management 147

JD Supra: Mergers

JULY 9, 2024

Enhanced SFO powers and promises of swifter action on economic crime underscore the importance of anti-fraud measures for corporates and M&A dealmakers. The UK government is cracking down on corporates turning a blind eye to fraud and other economic crime. By: Latham & Watkins LLP

Corporation 165

Corporation Accountant Economics M&A 165

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 241

Investment Manager Management Investment Asset Management 241

Deal Lawyers

NOVEMBER 17, 2023

John has recently put the finishing touches on the annual update for the Practical M&A Treatise.

M&A 124

M&A Accountant 124

JD Supra: Mergers

AUGUST 2, 2023

Companies worldwide need to account for timing and execution risks arising from this system when M&A deals involve businesses with activities in the EU. The European Union’s new screening tool for third-country subsidies introduces a novel form of mergers & acquisitions scrutiny. By: Cooley LLP

M&A 130

M&A Mergers and Acquisitions Accountant Mergers 130

How2Exit

NOVEMBER 27, 2023

b' E162: Reconciled CEO, Michael Ly Shares Lessons Learned from Acquiring Accounting Firms - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Accountant 130

Accountant Mergers and Acquisitions Shares Acquisitions 130

How2Exit

OCTOBER 23, 2023

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Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

Midaxo

DECEMBER 1, 2022

More specifically, platforms designed for M&A deal management eliminate siloed teams and disjointed communications that have long plagued deal flow. Below we discuss four ways an M&A platform helps enable efficient and collaborative due diligence. Additional notes regarding these forms of communication can also be captured.

M&A 130

M&A Collaboration Mergers and Acquisitions Management 130

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

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 130

IT M&A Sale S&P 130

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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 147

M&A Engineering Management Accountant 147

How2Exit

NOVEMBER 1, 2022

Micro M&A Strategies To Grow Your Business: 4 Strategies Bio: Mushfiq is a prolific investor who buys, grows, and sells online businesses, and specializes in content websites. He manages WebAcquisition.com , an M&A company that provides due diligence, growth strategies, mergers, and more services for acquisition entrepreneurs.

M&A 130

M&A Business Mergers and Acquisitions Media 130

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. Many small businesses—especially in Puerto Rico—run without accrual-based financials or even accounting software.

Business 130

Business Book-building M&A Mergers and Acquisitions 130

Francine Way

JUNE 22, 2020

Many things have happened since then, including having 2 Corporate Development & Strategy jobs with a large, domestic conglomerate in Jacksonville, Florida and a smaller international technology company in Seattle, Washington. As a Corporate Development & Strategy personnel, my task was to answer these questions.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

How2Exit

OCTOBER 8, 2023

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M&A 130

M&A Capital Securities Mergers and Acquisitions 130

JD Supra: Mergers

JUNE 15, 2023

A Delaware judge said that “by all accounts, it was a terrible business decision.” A New York business professor called it a “$300 million bar tab to hang out with Jay-Z.” Despite numerous red flags, Jack Dorsey’s company Block Inc.

M&A 145

M&A Accountant Business IT 145

How2Exit

NOVEMBER 20, 2023

b' E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A 130

M&A Mergers and Acquisitions Book-building Acquisitions 130

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. is important." is important."

M&A 130

M&A Acquisitions Private Equity Portfolio 130

How2Exit

DECEMBER 22, 2023

b' E171: Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "I love entrepreneurship through acquisition.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

NOVEMBER 6, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

M&A 130

M&A Investors Shares Acquisitions 130

Software Equity Group

JUNE 14, 2023

For that reason, it can pay to learn more about NWC, what it might or might not include, and how an M&A advisor can help you negotiate more favorable terms to maximize your proceeds. NWC is a fundamental accounting indicator for any business. One such metric is net working capital (NWC). What is Net Working Capital?

M&A 93

M&A Capital Negotiation Accountant 93

The Harvard Law School Forum

JANUARY 7, 2023

Related research from the Program on Corporate Governance includes Are M&A Contract Clauses Value Relevant to Target and Bidder Shareholders? After a record-shattering year for M&A in 2021, a crescendo that built over a decade, powered by unique pandemic conditions, 2022 was, statistically, a reversion to the mean.

M&A 100

M&A Acquisitions Accountant Government 100

How2Exit

JUNE 20, 2023

The Top 20 SMB (Main Street) M&A Influencers to Follow in 2023 and other Resources Here are the top people to follow if you are into or looking to get into buying, growing, and selling small businesses. I specifically avoided corp-run accounts such as those by Deloitte, KPMG, etc. as they mostly create content for larger deals.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

The Harvard Law School Forum

JUNE 7, 2023

Gold, Schulte Roth & Zabel LLP, on Wednesday, June 7, 2023 Editor's Note: Ele Klein is Partner and co-chair of the M&A and Securities Group, and Brandon S. Posted by Ele Klein and Brandon S. Gold is an Associate at Schulte Roth & Zabel LLP. The circumstances surrounding gene sequence business Illumina, Inc.’s and the E.U.

Accountant 91

Accountant Acquisitions Government M&A 91

Cisco: M&A

APRIL 22, 2025

As the demand for green skills continues to rise, discover how to advance your IT career with essential greenhouse gas accounting skills through Cisco Networking Academy's free course.

Accountant 98

Accountant IT 98

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 52

M&A Business Accountant Architecture 52

Growth Business

JUNE 5, 2025

But while its tempting to jump straight in when an opportunity presents itself, its important to approach M&A activity with a clear head. Even for smaller deals, its a good idea to bring in an accountant and tax adviser with M&A experience early on. That input is essential, but it does come at a cost.

M&A 89

M&A Business IT Accountant 89

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Army soldier, engineer, and pilot.

Private Equity 130

Private Equity M&A Equities Book-building 130

Global Newswire by Notified: M&A

JULY 9, 2024

Nasdaq: INBS) ("INBS" or the "Company"), a medical technology company delivering intelligent, rapid, non-invasive testing solutions, today announced the addition of several key accounts in the UK manufacturing sector. NEW YORK, July 09, 2024 (GLOBE NEWSWIRE) -- Intelligent Bio Solutions Inc.

Accountant 105

Accountant Manufacturing Medical Transportation 105

How2Exit

NOVEMBER 27, 2023

b' E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130

How2Exit

APRIL 17, 2023

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A. How2Exit.com embraces this concept, and to help facilitate community in small to medium M&A, we meet twice a month. Take Neil Medwood, for example. To find out more, click Here.

M&A 130

M&A Consulting IT Business 130

M&A Leadership Council

FEBRUARY 15, 2023

By Mark Herndon, Chairman, M&A Leadership Council Some Intergalactic Guidance Remember that 2015 movie with Matt Damon, called The Martian ? It should be "required watching" for all M&A professionals because it offers essential advice all M&A integrators should live by. You just begin. You do the math.

M&A 93

M&A Business IT Financial Models 93

JD Supra: Mergers

OCTOBER 12, 2023

As part of our ongoing series on tax issues for accounting firms, this article provides information on retirement or deferred compensation arrangements, the related rules of Section 409A of the Internal Revenue Code, and how these issues may impact M&A deal structures and negotiations. By: Levenfeld Pearlstein, LLC

Government 159

Government Negotiation Accountant M&A 159