PCE

JUNE 9, 2025

member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service.

M&A

The Harvard Law School Forum

JANUARY 8, 2025

As 2025 begins, optimism abounds for a return to a normal regulatory environment that, together with improved economic and business conditions, leads to robust bank and other financial services M&A activity. billion merger of BB&T and SunTrust creating Truist and the $21.5 billion merger of Global Payments and TSYS.

Financial Services

Solganick & Co.

JULY 22, 2025

Abacus Group announced in July 2025 that it would merge with Medicus IT , creating a massive MSP within the financial services and healthcare industry verticals. NWN completed its acquisition of InterVision Systems from MidOcean Partners in June 2025.

Mergers and Acquisitions

Global Newswire by Notified: M&A

JULY 30, 2025

Accessibility: Skip TopNav Euronet and CoreCard Announce Merger Agreement to Unlock Global Opportunities in Credit Card Issuing and Processing Acquisition aims to accelerate Euronet’s digital transformation strategy, expand the company’s U.S. history in partnership with Goldman Sachs. Brown, Euronet’s Chairman and Chief Executive Officer. “By

Mergers

Global Newswire by Notified: M&A

JUNE 27, 2025

Riley Financial, Inc. GlassRatner expanded into Canada in 2023 with the acquisition of the commercial group of Farber Financial, which has been operating as B. earlier today. We look forward to supporting their continued growth in this next chapter.” billion fund. Riley Farber Advisory Inc. (“B. Riley Faber”).

Advisory

JD Supra: Mergers

JANUARY 29, 2025

As we move into 2025, anticipation in the financial services industry continues to build for a revitalized mergers and acquisitions (M&A) market. By: Venable LLP

Financial Services

TechCrunch: M&A

OCTOBER 12, 2023

Block, the Jack Dorsey-founded fintech company previously known as Square, has acquired Hifi, a music-focused fintech startup. The company declined to share deal terms. Hifi founder and CEO Damian Manning announced the news in a LinkedIn post yesterday.

Financial Services

JD Supra: Mergers

SEPTEMBER 27, 2024

Altor’s acquisition of Mandatum) - Medium-sized deals—UK retains its crown for consolidation activity (e.g., LGT’s acquisition of abrdn Capital as well as abrdn Smaller Companies Income Trust & Shires Income merger) - Smaller deals—France replaces.

Financial Services

JD Supra: Mergers

NOVEMBER 12, 2024

The UK financial services regulators, the Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA), have recently set out their final policy on the assessment of acquisitions and increases in control of PRA and FCA authorised firms. By: A&O Shearman

Acquisitions

CNBC: Investing

JANUARY 13, 2025

Capital One Financial's acquisition of Discover Financial Services could spell upside for both stocks in the coming months, according to UBS.

Capital

The New York Times: Banking

JANUARY 28, 2025

The social media company said it would start a peer-to-peer payments service, moving to expand the apps abilities.

Financial Services

TechCrunch: M&A

AUGUST 21, 2024

Zomato, the Indian food delivery giant, has acquired the entertainment ticketing business of financial services firm Paytm for $244.1 The acquisition, among the largest M&A deals among new-age Indian tech companies, includes Paytm’s ticketing services for movies, sports and events.

Entertainment

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Consumer Finance - Current market: Inflexion point for UK & European consumer lending - We are seeing: Significant consolidation activity: -First-movers attempt to conquer their niches (e.g.,

Finance

JD Supra: Mergers

OCTOBER 4, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Asset/Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe's barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: Larger deals remain rare (e.g.,

Management

TechCrunch: M&A

FEBRUARY 20, 2024

FairMoney, a digital bank based in Lagos and headquartered in Paris, is in discussions to acquire Umba, a credit-led digital bank providing payroll and financial services to customers in Nigeria and Kenya, in a $20 million all-stock deal, sources tell TechCrunch.

Bank

JD Supra: Mergers

OCTOBER 4, 2024

Governments play a pivotal role in European bank M&A: State coffers play significant roles. . - “Challenger” bank M&A catches fire: The UK grabs headlines with Coventry Building Society’s and Nationwide Building Society’s respective acquisitions of The Co‑operative Bank and Virgin Money. By: White & Case LLP

Bank

JD Supra: Mergers

SEPTEMBER 25, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Fintech - Whilst many European start-ups have struggled to successfully execute funding rounds at valuation levels of yesteryear, more mature fintechs have pivoted to acquisitions and partnerships to fuel growth.

M&A

JD Supra: Mergers

JUNE 21, 2024

Join us for this episode of Financial Services Focus, where Lauren Pryor, Eric Edwardson, Haukur Gudmundsson and Krista Cooley dive into considerations for MSR (Mortgage Servicing Rights) fund investments and outline the complexities of MSR fund investments, touching on market structures, licensing requirements, and acquisition strategies.

Funds

TechCrunch: M&A

JANUARY 17, 2024

ZestMoney, the Goldman Sachs-backed Indian fintech startup once valued at $450 million, has sold itself to financial services firm DMI Group, the two said late Wednesday, in a fire sale that caps 12 tumultuous months for the once-hot new-age lender.

Sale

How2Exit

JULY 1, 2024

E227: Connor Pera Discusses Journey to Acquisition Entrepreneurship and Growing The Print Authority - Watch Here About the Guest(s): Connor Pera is an accomplished acquisition entrepreneur specializing in commercial printing services.

Acquisitions

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

Asset Management

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique

Global Newswire by Notified: M&A

DECEMBER 14, 2023

December 14th, 2023MOBILIZE LEASE&CO, THE SUBSIDIARY OF MOBILIZE FINANCIAL SERVICES, CONFIRMS APPROVAL OF THE ACQUISITION OF THE GERMAN COMPANIES.

Financial Services

Global Newswire by Notified: M&A

DECEMBER 18, 2024

This strategic acquisition strengthens AI Unlimited Groups Nest Egg platform, expanding its capabilities into regulated financial services, including direct brokerage, trade execution, and compliance-integrated solutions.

Financial Services

How2Exit

AUGUST 2, 2023

With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. rn Summary: rn Kurt Stein discusses the role of technology, specifically artificial intelligence (AI), in mergers and acquisitions. Let's dive in.

Mergers and Acquisitions

Global Banking & Finance

SEPTEMBER 11, 2024

In the rapidly evolving landscape of financial services, the adoption of immersive experiences is emerging as a transformative force that could redefine how banks and capital markets engage with clients and employees.

Capital Market

Global Newswire by Notified: M&A

FEBRUARY 5, 2025

05, 2025 (GLOBE NEWSWIRE) -- Alice Group USA, LLC announces the acquisition of the controlling shareholder block of Tofla Megaline Inc. TFLMs development strategy will include providing co-working spaces, financial services, and IT support, including AI-driven office solutions. WEST HOLLYWOOD, Calif.,

Acquisitions

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

05, 2024 (GLOBE NEWSWIRE) -- Alpha Financial Markets Consulting (“Alpha”), a leading global provider of specialist consulting services to the financial services industry, has acquired White Marble Consulting (“White Marble”), a specialist marketing consultancy firm to asset management, wealth management and alternatives clients.

Consulting

Accenture: M&A

OCTOBER 7, 2021

In Accenture’s recent report, Merging M&A and cloud journeys, we highlight how technology “is a cornerstone of the long-term blueprint for any merger or acquisition.” That’s important to note since in the last year, the financial services industry has witnessed significant activity in M&A. And we expect this to continue.

M&A

TechCrunch: M&A

APRIL 27, 2023

Siebert Financial, the U.S.-based based brokerage and financial advisory firm, and its subsidiaries have been providing financial services for over 50 years. Today’s acquisition represents Kakao Pay’s first M&A transaction outside of its home market. One of its subsidiaries, Muriel Siebert & Co.

Financial Services

Global Newswire by Notified: M&A

MAY 7, 2024

Viridian (the “Property”) is located in the Denver Tech Center, adjacent to thousands of high paying technology, financial services, telecommunications, and aerospace jobs. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units. PALO ALTO, Calif.,

Portfolio

Global Newswire by Notified: M&A

JUNE 13, 2024

(“Pathfinder” or “Company”) (NASDAQ: PBHC), announced that its banking subsidiary, Pathfinder Bank (“Bank”), has received the required regulatory agency approvals from both the New York State Department of Financial Services and the Federal Deposit Insurance Corporation to complete its pending acquisition of the East Syracuse, New York branch of Berkshire (..)

Bank

Global Newswire by Notified: M&A

NOVEMBER 8, 2024

08, 2024 (GLOBE NEWSWIRE) -- DFCU Financial, one of Michigan's largest and most trusted credit unions, is pleased to announce its intent to acquire Winter Park National Bank (WPNB), a well-established financial institution based in Winter Park, FL. DEARBORN, Mich. and WINTER PARK, Fla.,

Bank

Global Newswire by Notified: M&A

JANUARY 28, 2025

one of the fastest-growing financial services companies in the nation, announces its acquisition of Thomas USAF / Thomas Financial Group, a 30-year industry leader in USDA government-guaranteed commercial lending. LAGRANGE, Ga., 28, 2025 (GLOBE NEWSWIRE) -- Community Bankshares, Inc.,

Government

Solganick & Co.

DECEMBER 27, 2023

Next Phase of Artificial Intelligence Mergers and Acquisitions (M&A) by Aaron Solganick, CEO December 27, 2024 The next phases of artificial intelligence (AI) are expected to be characterized by several key trends and developments, which may also influence potential mergers and acquisitions (M&A) in the field.

Mergers and Acquisitions

The TRADE

JANUARY 16, 2024

Specialist financial services investor, Atlas Merchant Capital, is backing the merger, providing enough liquidity to support Panmure Liberum’s long-term strategic ambitions. The deal comes just three months after Deutsche Bank completed the acquisition of institutional broker Numis for £410 million.

Investment Banking

Global Newswire by Notified: M&A

MAY 28, 2024

entered into a share purchase agreement to acquire the remaining 50 percent of Granito, a merchant acquirer that provides financial services to more than 100,000 SMEs across Brazil. (NASDAQ: INTR | B3: INBR32), announces that Banco Inter S.A.

Financial Services