Focus Investment Banking

JUNE 17, 2025

This shift reflects a drive for transparency and risk management, but it comes with a caveat: nuance is critical. Exclusivity Extensions with Accountability Pegs Exclusivity periods, where sellers agree not to shop the deal elsewhere, are increasingly structured.

Negotiation

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 existing management team of the acquired company typically remains in place, often augmented by the strategic guidance and board representation from the SPAC sponsors.

IPO

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

Focus Investment Banking

MAY 29, 2025

Strong management teams and clear succession plans are major value drivers. Make Yourself Irrelevant : Owners should structure their companies so they are no longer critical to daily operations. Clean Up the Financials : Ensure financial statements are accurate, organized, and easy to explain.

Manufacturing

The TRADE

JULY 24, 2025

In May, the UK’s Financial Conduct Authority’s (FCA) implemented new rules allowing fund managers to pay for research with a joint payment option, essentially allowing for the ‘bundling’ together of payments for trade execution and research.

Asset Management

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. Management Buyouts. Many business owners have inflated expectations about the worth of their business, failing to account for taxes, goodwill miscalculations, and valuation mismatches.

Business

Focus Investment Banking

MARCH 10, 2025

Can your team manage sales/marketing, supply chain, relationships, and business decisions independently? Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. A conversation with an attorney well ahead of time can help you prepare.

Investment

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

CNBC: Investing

JULY 19, 2025

It offers authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting. Stock Market Value : $19.98B ($81.93 Stock Market Value : $19.98B ($81.93

Shares

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs? not banks or investment firms).

Corporate Finance

Midaxo

MARCH 19, 2025

The Need for KPI Management Inorganic growth is a critical driver to business success. 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.

M&A

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. However, careful planning and risk management are essential to ensure debt levels remain sustainable as the business evolves.

Debt

The TRADE

JULY 3, 2025

Global investors will be able to access the bond through accounts with CMU, Euroclear and Clearstream, either by becoming direct participants on HSBC Orion or through their existing custodians. HSBC acted as sole global coordinator, lead manager and bookrunner for the issuance, supporting the end-to-end blockchain-based transaction.

Capital Market

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

The TRADE

JULY 16, 2025

I’ll be working hand in glove with a world-class team to deliver a seamless, global client experience—one platform with a single point of entry for all markets and asset classes.” During his time at Bank of America, he served as a managing director, member of the board of directors and global head of clearing and prime brokerage platform transformation. (..)

Banking

Beyond M&A

DECEMBER 18, 2024

In industries such as manufacturing, logistics, and supply chain management, Agentic AI can optimize operations, reduce costs, and enhance efficiency. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. Depending on the output, theres a chance this could be vital.

Investors

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

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. A customer relationship management system, for example, can significantly increase customer retention.

Business

CNBC: Investing

JULY 16, 2025

"[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed. 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

S&P

Midaxo

JUNE 10, 2025

Stay connected to your deals, wherever you go In a panel discussion on relationship management , the EVP of Corporate Development at Inframark emphasized the importance of making and maintaining personal connections in and out of the office. To do that effectively, he needs quick, seamless access to deal information in a central location.

M&A

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

Insurance

Lake Country Advisors

JUNE 24, 2025

Here’s why metrics are the foundation of every serious business deal: They show how healthy (or fragile) your business really is: Buyers want to see how consistent your revenue is, how well you manage costs, and whether you’re building something sustainable. That’s an indicator of sustainable, well-managed growth.

Business

The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. John Ions, chief executive of Liontrust, said: “Trading for asset managers has changed significantly over the past few years with the increasing use of automation and technological developments.

Trading

CNBC: Investing

JUNE 27, 2025

Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global. More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. Here’s his winning investment strategy Michelle Fox Now is the time to nab solid yields in these tax-free bonds.

Securities

The TRADE

JULY 21, 2025

SIX Adam Matuszewski has rejoined SIX as managing director and part of the management committee for exchanges, following a year-long stint at Citadel Securities, The TRADE can reveal.   London-based Matuszewski returns to SIX after having previously left in February 2024 following a 10-year tenure with the firm.   During his time at the exchange, (..)

Trading

Beyond M&A

JULY 3, 2025

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. Migration was manageable. Historically, larger firms would run ERPs; smaller ones would have a lightweight CRM, some spreadsheets, and off-the-shelf finance tools. Not anymore.

IT

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. They are managing an evolving landscape spanning from adapting to fee pressures to changing consumer expectations. Women have on average 65% lower retirement account balances compared to men.

Economics

How2Exit

FEBRUARY 10, 2025

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. E267: Why Buying a Business Beats Starting One – Buy Your Way to Success! That stickiness is what makes vertical SaaS businesses so valuable.

Business

iMerge Advisors

APRIL 15, 2025

Third-Party Risk Management A list of vendors with access to sensitive data, along with your vetting and monitoring procedures. 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.

Securities

The TRADE

JUNE 16, 2025

Redburn Atlantic Redburn Atlantic’s global execution teams have undergone a redraft with the addition of four new individuals alongside three departures, as revealed by The TRADE Among the additions is Reto Meroni who has joined Redburn Atlantic’s Zurich office to build out its execution presence with Swiss accounts.

Capital Market

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking

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

Software Equity Group

JULY 9, 2025

A Founder’s Experience Mark Smith, CEO of Core Sound, experienced the limitations of managing inbound interest firsthand. That is why, when they exit their own portfolio companies, they retain M&A advisors to run competitive processes, manage timing, and drive maximum valuation.

Private Equity

H. Friedman Search

JUNE 19, 2025

It’s almost more like a Facebook account. However, hiring managers love scouring LinkedIn accounts, especially when you are at the offer stage. People post about everything – from their cats to their accomplishments. LinkedIn, which was supposed to be strictly business, has fallen far off that mark.

Recruitment

Razorpay

MAY 23, 2025

The manager is switching between Excel sheets and WhatsApp messages trying to track who collected how much, and when. 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.

Food

Global Newswire by Notified: M&A

AUGUST 1, 2025

(NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. About LPL Financial LPL Financial Holdings Inc.

Acquisitions

Mergers and Inquisitions

DECEMBER 4, 2024

There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Fixed expenses include property maintenance, professional fees, advertising/marketing, security, catering, and general/administrative.

Investment Banking