How2Exit

NOVEMBER 25, 2024

The Roll-Up Strategy REVEALED - Watch Here About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups.

Business 130

Business Mergers and Acquisitions Finance Finance 130

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 175

Finance Finance Financial Services M&A 175

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.

Banking 322

Banking Bank Stock Financial Services 322

Francine Way

JULY 20, 2017

Thus far, we have covered four popular valuation methods in M&A (DCF, Comparable Company, Precedent Transaction, and LBO) and one less known one that is making its way out of the academic realm into the business world (Dividend Discount Method, DDM). This is a useful method for a company evaluating a strategic acquisition.

Valuation 130

Valuation M&A Business IT 130

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. All rights reserved. For personal use only.

Sale 265

Sale Financial Services Mergers and Acquisitions Capital 265

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.

M&A 67

M&A Mergers and Acquisitions Financial Services Mergers 67

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 130

Acquisitions Business Shares Profitability 130

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 130

Investors Investment IT Healthcare 130

The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. This includes the strategies expected to be added through the announced acquisition of PineBridge Investments.

Management 69

Management Investment Asset Management Investment Manager 69

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 84

Asset Management Financial Services Acquisitions Management 84

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

How2Exit

AUGUST 2, 2023

Ron rn 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.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

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 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Global Newswire by Notified: M&A

JANUARY 8, 2025

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

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Solganick & Co.

DECEMBER 21, 2023

Two of the major data analytics software companies, Snowflake and Alteryx, announced M&A transactions during the week of December 18th. sees continued M&A demand for fast growing data analytics and AI software and IT services firms that provide automated applications and processes to the cloud. billion, including debt.

M&A 52

M&A Capital Private Equity Entertainment 52

Sun Acquisitions

FEBRUARY 26, 2024

The mandate for Managed Service Providers (MSPs) is unequivocal: evolve rapidly to manage complex IT environments with greater efficiency or risk obsolescence. In pursuing such evolution, mergers and acquisitions (M&A) have emerged as pivotal mechanisms for MSPs to scale their operations swiftly. According to the U.S.

M&A 52

M&A Mergers and Acquisitions IT Management 52

The TRADE

JANUARY 16, 2024

In addition, Panmure Liberum would rank thirteenth overall for all UK public M&A in 2023 by number of deals, as well as possessing research coverage across more than 580 stocks across the UK and Europe. The new combined entity will have offices in Cambridge, Guernsey, Leeds, London, and New York.

Investment Banking 111

Investment Banking Mergers Banking Bank 111

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

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 40

Financial Services Acquisitions 40

M&A Leadership Council

FEBRUARY 13, 2024

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

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 40

Financial Services Securities Broker Trading 40

Cooley M&A

MAY 23, 2024

While representation and warranty (R&W) insurance continues to be used across a broad range of M&A transactions, its use has cooled as dealmakers navigate challenging market conditions. As deal flow has dwindled, competition has increased among carriers, and minimum floors largely have fallen away. of the policy limit.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

M&A Leadership Council

JUNE 8, 2023

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

M&A 59

M&A Accountant Media IT 59

The Deal

AUGUST 9, 2023

Our acquisition strategy is aligned with acquiring companies with a traditional product portfolio, who have success and marquee customer relationships that we can transform with our AI platform,” SymphonyAI CEO Sanjay Dhawan told The Deal. Following acquisitions, the company develops AI applications for the target’s clients.

M&A 40

M&A Private Equity Retail Financial Services 40

TechCrunch: M&A

APRIL 27, 2023

Kakao Pay , the online payment service of South Korean messaging and internet giant Kakao, announced that it has acquired a stake in Siebert Financial , a brokerage firm based in New York. Kakao Pay first launched its mobile payment service in 2014. Kakao spent $17 million on this transaction and the company now owns a 19.9%

Financial Services 100

Financial Services Trading IT M&A 100

M&A Leadership Council

JANUARY 3, 2022

by Mark Herndon, Chairman of the M&A Leadership Council . Noted in a recent blog article and based on extensive M&A Leadership Council research with approximately 150 skilled acquirers, this one integration best practice is proven to be the #1 correlated best practice with MANY essential business result outcomes. Our answer?

M&A 52

M&A Accountant Media IT 52

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 40

Acquisitions Financial Services Capital Business 40

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 49

Consulting Asset Management Financial Services Acquisitions 49

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

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 (..)

Banking 40

Banking Bank Acquisitions Financial Services 40

M&A Leadership Council

FEBRUARY 7, 2023

Leena Menghani International M&A Consultant, WTW Leena Menghani is an International M&A Consultant with WTW’s Global M&A Practice, based in New York City.

Consulting 52

Consulting M&A Mergers and Acquisitions Financial Services 52

Viking Mergers & Acquisitions

MAY 9, 2023

Reed Kelly’s journey from a small town in Tennessee to a Senior Advisor at Viking M&A is an inspiring one. He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. After college, Reed began his career as a Financial Advisor.

M&A 52

M&A Financial Services Business Broker 52

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What do medium to big-sized businesses have?

Banking 52

Banking Bank Business Underwriting 52

The Deal

FEBRUARY 6, 2024

For GTCR LLC, among the major areas of investment in 2023 has been financial services. based Foundation Source Philanthropic Services Inc., ” The company has a technology-enabled foundation services platform and a high-quality delivery model, he added. . billion deal for payments company WorldPay Inc.

Financial Services 52

Financial Services Investment Management Advisory 52

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.,

Financial Institution 53

Financial Institution Banking Bank Financial Services 53

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 40

Portfolio Investors Telecommunication Acquisitions 40