PE Hub

FEBRUARY 5, 2024

The post H&F and Valeas to invest in advisory CPA firm Baker Tilly appeared first on PE Hub. The transaction is estimated to close in early June 2024.

Advisory 77

Advisory Investment 77

European Investment Bank

DECEMBER 20, 2023

The EIB’s advisory activities are designed to enhance the bankability, investment readiness and efficient implementation of projects. The EIB Group’s Evaluation function conducted an independent corporate evaluation of the EIB’s delivery of advisory activities in the European Union since 2014.

Advisory 52

Advisory Collaboration Corporation Management 52

European Investment Bank

JUNE 29, 2023

The advisory services of the European Investment Bank help identify, prepare, and implement sustainable investment projects across Europe. This report explains how the advisory services support public and private sector clients in the European Union and help make investment projects a success.

Advisory 52

Advisory Investment Banking Engineering Investment 52

PE Hub

NOVEMBER 2, 2023

Singh Advisory was founded by Parshad K. The post PE-backed Mercer Advisors snaps up wealth management firm Singh Advisory appeared first on PE Hub. Singh in 2018.

Advisory 64

Advisory Management 64

PE Hub

DECEMBER 14, 2023

The post Bain closes $5.3bn Guidehouse deal; DC Advisory tips busy Q1; Vestar’s foodservice exit in focus appeared first on PE Hub. Thoma Bravo backs investment research platform BlueMatrix.

Advisory 75

Advisory Business Investment 75

PE Hub

JULY 25, 2023

The post Campbell Lutyens taps McCoy as managing director for secondary advisory practice appeared first on PE Hub. McCoy will be based in the New York office.

Advisory 60

Advisory Management 60

Intrepid Banker Insights

JANUARY 11, 2024

Intrepid Investment Bankers Intrepid Capital Advisory Update -Five Things to Consider if Raising Capital in 2024 Capital providers are storming into 2024 with guns blazing, given most fell short of their deployment goals last year. Intrepid brings a full arsenal of resources to help clients achieve their capital raising goals.

Advisory 52

Advisory Capital Capital Raising Investors 52

PE Hub

MAY 19, 2023

The post DC Advisory taps Kohr as new US CEO appeared first on PE Hub. His appointment is alongside a revised leadership structure that retains former CEO Scott Wieler as chairman of the board.

Advisory 43

Advisory 43

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. When choosing an advisory team , looking for experience and expertise is essential. Look for experience and expertise.

Advisory 40

Advisory Business Negotiation M&A 40

Global Newswire by Notified: M&A

DECEMBER 1, 2023

today announced that Mizuho Americas has completed the acquisition of Greenhill, adding complementary services to the firm’s existing capital markets, banking, and private capital advisory capabilities across the corporate and investment bank. (TSE: 8411 and NYSE: MFG) and Greenhill & Co.,

Advisory 40

Advisory M&A Acquisitions Investment Banking 40

Intrepid Banker Insights

APRIL 11, 2023

Intrepid Investment Bankers Carl Comstock Joins Intrepid Investment Bankers as Vice President to Expand its Capital Advisory and Special Situations Practice Intrepid Investment Bankers announced today the addition of Carl Comstock as Vice President to its Special Situations team. Carl has a client-first attitude and tenacious work ethic.

Advisory 52

Advisory Capital Investment IT 52

Focus Strategies

DECEMBER 13, 2021

Terese Everson, Director, Focus Strategies Investment Banking and Chair of the University of Texas McCombs BBA Advisory Board led the advisory meeting on October 15, 2021. The post Terese Everson Leads University of Texas McCombs BBA Advisory Board Meeting first appeared on Focus Strategies Investment Banking.

Advisory 52

Advisory Investment Banking Bank Banking 52

Intrepid Banker Insights

JANUARY 26, 2023

Intrepid Investment Bankers Intrepid Expands Capital Advisory Group with Special Situations Veterans Lorie Beers and Kenneth Garnett Intrepid Investment Bankers today announced the expansion of the firm’s Capital Advisory Group and the establishment of its Special Situations practice.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

Intrepid Banker Insights

JANUARY 5, 2023

Intrepid Investment Bankers Intrepid Capital Advisory Update – Five Things To Consider if Raising Capital in 2023 As we come back from holiday feasts and celebrations, it’s important for business owners to think about what the next twelve months will bring.

Advisory 52

Advisory Capital Underwriting Capital Raising 52

Global Newswire by Notified: M&A

DECEMBER 14, 2023

14, 2023 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking, and solutions company, has signed a definitive agreement to acquire AIMUW, a specialist Managing General Agent (MGA) in Italy. MILAN, Italy, Dec.

Advisory 40

Advisory Management 40

Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. The post Intrepid Capital Advisory Update – A View From the Trenches first appeared on Intrepid Investment Bankers and is written by Jonathan Zucker

Advisory 52

Advisory Capital Funds Debt 52

Global Newswire by Notified: M&A

OCTOBER 31, 2023

ISS is a leading independent, third-party proxy advisory firm who provides proxy voting recommendations to pension funds, investment managers, mutual funds and other institutional shareholders. the “Acquisition”) announced on September 15, 2023.

Advisory 52

Advisory Acquisitions Investment Manager Funds 52

Global Newswire by Notified: M&A

NOVEMBER 1, 2023

Glass Lewis is a leading independent, third-party proxy advisory firm who provides proxy voting recommendations to pension funds, investment managers, mutual funds and other institutional shareholders. (“Essential” or the “Company”) (TSX: ESN) announced today that the Company has received a positive recommendation from Glass Lewis & Co.,

Advisory 52

Advisory Acquisitions Investment Manager Funds 52

Cooley M&A

MAY 5, 2021

Caitlin Gibson has been named to Law360’s 2021 M&A Editorial Advisory Board, which provides feedback on Law360’s coverage and expert insight on how best to shape future coverage. Read the Law360 article here (Subscription required). Contributors. Caitlin Gibson.

Advisory 40

Advisory M&A 40

JD Supra: Mergers

MARCH 11, 2024

We are pleased to introduce the latest episode of Navigating Mortgage M&A, a collaborative effort between Mayer Brown and Mortgage Advisory Partners.

M&A 177

M&A Advisory Collaboration 177

JD Supra: Mergers

JANUARY 31, 2024

Deals require more transactional, advisory, and regulatory experience in the increasingly complex continuation vehicle market. As the GP-led secondary market continues to evolve and reacts to new SEC rules and growing regulatory focus, deal teams are required to navigate an increasingly complex range of issues. By: Latham & Watkins LLP

Advisory 167

Advisory 167

JD Supra: Mergers

MARCH 18, 2024

Each year in our Annual Memo series, White & Case's Public Company Advisory Group provides practical insights on preparing Annual Reports on Form 10-Ks, Annual Meeting Proxy Statements and, for FPIs, the Annual Report on Form 20-F.

Advisory 177

Advisory Government 177

JD Supra: Mergers

APRIL 4, 2024

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 114

Advisory Business Management 114

JD Supra: Mergers

MARCH 22, 2024

Mr. Luke is joined by Rex Burgdorfer, a partner at Juniper Advisory, which is an investment bank that partners with hospitals and health systems, to dive into today’s topic. By: Holland & Knight LLP

Hospitality 149

Hospitality M&A Investment Banking Advisory 149

Benchmark International

JULY 25, 2023

Mergermarket has released their global financial advisor rankings for the first half of 2023 and Benchmark International ranked prominently in several prestigious categories.

Advisory 52

Advisory M&A Mergers and Acquisitions Acquisitions 52

Global Newswire by Notified: M&A

JANUARY 9, 2024

TORONTO, Jan.

Advisory 40

Advisory Corporation 40

CNBC: Investing

NOVEMBER 17, 2023

The veteran investor, known for his bets against Tesla and Enron, will convert his hedge fund to a family office and advisory business, CNBC has learned.

Funds 145

Funds Advisory Investors Business 145

JD Supra: Mergers

JULY 7, 2023

Cetera is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm that has $1.4 billion in assets. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 130

Advisory Investment 130

JD Supra: Mergers

SEPTEMBER 22, 2023

To delve into this timely subject, we spoke with two industry leaders—Stuart Brown, an insolvency, restructuring, and bankruptcy partner of the global law firm DLA Piper, and Taylor Sherman, director in the Restructuring and Dispute Resolution Practice at CohnReznick, an advisory, assurance, and tax firm. By: Woodruff Sawyer

Advisory 167

Advisory 167

PE Hub

SEPTEMBER 8, 2023

Alvarez & Marsal Transaction Advisory Group served as financial advisor to DPC while Ridge Advisory served as financial advisor to Warshaw. The post Dunes Point Capital acquires electrical products provider Warshaw Supply appeared first on PE Hub.

Capital 88

Capital Advisory 88

Cisco: M&A

FEBRUARY 22, 2024

This blog is by Noor Zafar, a Cybersecurity Cadet Risk Advisory Analyst at Deloitte in Australia and a former member of Cisco’s FIFA Women’s World Cup all-female Dream Team. We’re excited to have Noo… Read more on Cisco Blogs

Advisory 98

Advisory IT Corporation 98

JD Supra: Mergers

JUNE 28, 2023

Astor Group, a consumer-based advisory firm and merchant bank, announced that Taguchi & Co. a prominent Japanese bakery, has acquired Astor Group’s portfolio company, Brooklyn Brands, a dessert manufacturer that develops and acquires Brooklyn-based bakeries.

Food 130

Food Finance Finance Manufacturing 130

Deal Lawyers

JANUARY 3, 2024

As continuation fund strategies have become more important to private equity sponsors, the role of Limited Partner Advisory Committees, or LPACs, in policing potential conflicts of interest has grown.

Private Equity 100

Private Equity Equities Advisory Funds 100

Intrepid Banker Insights

APRIL 15, 2024

Intrepid Capital Advisory MARKET MOMENTS THAT MATTER Uncle Sam isn’t the only one returning capital today. Intrepid Investment Bankers Market Moments That Matter | Happy Tax Day! Read our April recap to see what other returns could be coming this Tax Day. The post Market Moments That Matter | Happy Tax Day!

Advisory 52

Advisory Capital Investment Media 52

PE Hub

DECEMBER 12, 2023

McGuireWoods LLP and Citizens M&A Advisory advised Broadwing on the deal. The post Campany Roof Maintenance inks investment from Broadwing appeared first on PE Hub.

Investment 87

Investment Advisory M&A 87