Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. Dedicated commodity trading firms such as Trafigura and Gunvor that buy and sell physical commodities and transport them globally. Commodity trading advisors (CTAs) , which are like hedge funds in some ways (see below).

Funds 119

Funds Finance Finance Trading 119

Razorpay

AUGUST 6, 2024

Knowing the difference between an invoice and a bill helps business owners and financial professionals streamline their accounting processes and avoid confusion. Proforma Invoice: A preliminary bill of sale sent to buyers before the delivery of goods or services. Invoices serve multiple important purposes in business operations: 1.

Accountant 40

Accountant Utilities Business Sale 40

Viking Mergers & Acquisitions

APRIL 17, 2023

In addition, Jimmy worked closely with clients to streamline workflows, boost sales volume through channel development, and increase revenue while reducing operating costs. Selling a business can be the most significant decision in a person’s life, and we have no interest in rushing our clients through a sale or purchase.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

CNBC: Investing

JUNE 9, 2025

This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. Skip Navigation Markets Pre-Markets U.S. The views expressed herein are solely those of the author. Any prices or levels shown are either historical or purely indicative.

Stock 61

Stock Investment Media S&P 61

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. SEG also advised Advantive’s purchase of Pepperi , a leading omnichannel B2B sales platform for wholesalers and distributors.

Investment 52

Investment Management Acquisitions Business 52

Razorpay

AUGUST 8, 2024

A commercial invoice is a legal document that acts as a contract and proof of sale between a buyer and seller in international transactions. Commercial invoices also offer legal protection for both parties and are essential for accounting, helping businesses maintain accurate financial records for tax compliance.

Trading 40

Trading Sale Electronics Business 40

Razorpay

MARCH 28, 2025

Merchant: The business that accepts credit card payments for goods or services, benefiting from improved payment methods and increased sales. Card Issuer : The financial institution that provides the credit card, manages the account and collects payments from the cardholder.

Bank 40

Bank Banking Accountant Securities 40

Software Equity Group

MARCH 26, 2024

Among its seven SaaS acquisitions over the past year, the firm’s portfolio includes business productivity software providers Sumo Logic and New Relic along with GreenSlate, an accounting and payroll software developer. Thoma Bravo According to DealRoom , Thoma Bravo is listed as the eighth-largest global private equity firm.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Focus Investment Banking

AUGUST 29, 2023

Navy, in its sale to Chickasaw Nation Industries Inc. The two companies share complementary capabilities in information technology and operational support that are expected to create a powerful set of transportation and technology capabilities for their customers as well as new options for growth. iBiz), a U.S.

M&A 52

M&A Mergers and Acquisitions Government IT 52

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. While a trade sale was possible, we were keen to maintain and nurture the distinctive Innovate brand and positioning, which we felt still had huge potential.

Private Equity 59

Private Equity Equities Investment Business 59

Focus Investment Banking

MAY 5, 2025

You know, obviously you get that from some of your European manufacturers or EVs that have restricted parts sales. Obviously for those that are Europeans or EVs, you have restricted parts sales. But let’s say you get certified with a domestic or Asian manufacturer that doesn’t have restricted part sales.

M&A 52

M&A IT Management Education 52

M&A Leadership Council

FEBRUARY 3, 2024

He was accountable for T&O Mergers and Acquisitions (M&A) transactional leadership and Strategic Initiatives Delivery, the leader of T&O due diligence, business engagement, external engagement, and integration planning. During his tenure at BMOFG, Paul served as Vice President and Head of the US CIO Office at BMO Harris Bank.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Bank Banking 52

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. Transport Bio: With over 2,000 partner fleets, Gett provides different transportation options in one place allowing you to book a taxi for corporate teams.

Insurance 52

Insurance Bank Banking Funds 52

Focus Investment Banking

MAY 19, 2025

The same is true in the case of of a sales role with, you know, hey, you’re, you’re building a Body Shop organization by way of OES and dealership relationships. For folks who don’t have a ton of experience in sales, the golden rule is give, give, give before you ask. That’s true in your marketing.

M&A 52

M&A IT Business Manufacturing 52

Razorpay

JANUARY 29, 2025

Digital payment system has revolutionised banking methods for current account holders. They can now link their business accounts to UPI (Unified Payment Interface) to enable instant, seamless money transfers directly through mobile applications. What is UPI for Current Account? How to Create a UPI ID For A Current Account?

Accountant 52

Accountant IT Bank Banking 52

CNBC: Investing

JUNE 10, 2025

Tax-loss harvesting Tax-loss harvesting opportunities may await investors who have taxable brokerage accounts. Be sure to avoid violating the wash-sale rule, which involves selling an asset at a loss and then buying a "substantially identical" security within 30 days before or after the transaction.

Portfolio 115

Portfolio S&P Stock Investors 115

Focus Investment Banking

APRIL 28, 2025

In this report, we break down key trends, notable transactions, and what it all means for business owners considering a sale, partnership, or growth capital investment. Within professional services, buyers are targeting firms with specialized expertise in areas such as accounting, engineering, consulting, legal support, and marketing.

Business 52

Business Professional Services Private Equity Consulting 52

Growth Business

MAY 27, 2025

Before a business owner starts to expand, there are some important considerations which need to be taken into account. Procedures also make a business more valuable when it comes to a future sale , because such processes enable a business to run successfully, irrespective of who owns it. Do you have the right resources in place?

Business 59

Business Accountant IT Transportation 59