PE Hub

FEBRUARY 27, 2024

The hires come as secondaries advisory groups shift and expand, with some places growing their capabilities to meet increasing demand for transactions like continuation funds and LP portfolio sales. The post Jefferies brings on secondaries advisory talent from William Blair appeared first on PE Hub.

Advisory 78

Advisory Portfolio Funds Sale 78

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

The TRADE

JULY 29, 2024

EuroCTP has unveiled the first members of its advisory committee – an independent body composed of leading industry participants aiming to exchange views and co-design ‘the best’ European consolidated tape. The post EuroCTP unveils advisory committee members appeared first on The TRADE.

Advisory 64

Advisory Equities Investors Accountant 64

European Investment Bank

APRIL 2, 2025

EIB Advisory is a crucial part of the European Investment Bank Groups work. We help develop markets, build clients skills and support high-impact ideas. The right advice and technical assistance help us finance more projects, invest better and meet our core priorities.

Advisory 52

Advisory Investment Banking Finance Finance 52

Financial Times - Banking

JULY 23, 2024

Bet on dealmaking a bright spot for Germany’s biggest lender

Advisory 95

Advisory Investment Banking Bank Banking 95

JD Supra: Mergers

APRIL 23, 2025

Below is part 2 of his conversation with Michael Norton, Director of Business Development at Houlihan Capital, a solutions-driven valuation, financial advisory, and investment banking firm. In this Q&A, Michael delves into valuation and deal trends, buyer-seller dynamics, and advice for sell-side businesses.

Valuation 171

Valuation Capital Business Investment Banking 171

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

JD Supra: Mergers

APRIL 25, 2025

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced its acquisition of Sanctuary Wealth Management, LLC, and Fiduciary Services, LLC. This deal will enable Merit to establish a presence in Idaho and collectively grow its assets by $1.6 By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 152

Advisory Acquisitions Management IT 152

JD Supra: Mergers

JULY 26, 2024

Below is his conversation with Brett Kornblatt, who is Managing Director of Industrials-Packaging at Stout, a global advisory firm that specializes in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Corporate Finance Advisory Valuation 165

PE Hub

MARCH 7, 2024

The acquired assets include Defense Advanced Research Projects Agency, Office of the Secretary of Defense Strategic Capabilities Office and select National Reconnaissance Office technical advisory services programs. The post Arlington Capital-backed SPA acquires several tech advisory services programs from ManTech appeared first on PE Hub.

Advisory 69

Advisory Capital 69

JD Supra: Mergers

JANUARY 8, 2025

ISS), a leading proxy advisory firm, recently updated its Executive Compensation Policy Frequently Asked Questions (FAQs). Institutional Shareholder Services Inc. A full link to the ISS guidance can be found here. By: Snell & Wilmer

IT 177

IT Advisory 177

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

JD Supra: Mergers

FEBRUARY 10, 2025

Mariners advisory assets will grow to $550 billion in the first quarter of 2025. Mariner announced the acquisition of Cardinal Investment Advisors. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 165

Advisory Acquisitions Investment 165

PCE

NOVEMBER 25, 2024

PCE Investment Bankers, a leader in mid-market financial advisory services, is pleased to announce the successful sale of Dominion Advisory Group (DAG) to SolomonEdwards, a portfolio company of Renovus Capital. PCE served as DAG's exclusive financial advisor.

Advisory 52

Advisory Sale Portfolio Capital 52

JD Supra: Mergers

JANUARY 15, 2025

SageView Advisory Group has announced its acquisition of OnTrack 401(k), based in Frederick, Maryland. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 152

Advisory Acquisitions IT 152

JD Supra: Mergers

FEBRUARY 19, 2025

39914 - Euro Interest Rate Derivatives - Opinion of the Advisory Committee on restrictive agreements and dominant positions & Final Report of the Hearing Officer. COMPETITION - Summary of Commission Decision of 28 June 2021 pursuant to Article 7 of Council Regulation (EC) No 1/2003 in Case AT.39914 By: Mayer Brown

Advisory 165

Advisory 165

JD Supra: Mergers

MAY 22, 2024

According to advisory estimates, some $40 billion deals were completed in 2023, with more than $150 billion worth of transactions in the market in total. Over the last 10 years, continuation funds have evolved to be a well-established potential exit route for private fund sponsors. By: Skadden, Arps, Slate, Meagher & Flom LLP

Funds 165

Funds Advisory 165

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 183

M&A Advisory Collaboration 183

JD Supra: Mergers

AUGUST 5, 2024

If you would like further details on a topic, please contact a member of our Public Company Advisory (PCA) team, whose. This briefing tracks developments identified in our previous briefings and outlines new matters of interest. This briefing focuses on key matters arising since January 2024. By: White & Case LLP

Government 177

Government Corporation Advisory 177

JD Supra: Mergers

JULY 19, 2024

The ruling addresses the issue of whether professional advisory fees incurred in contemplation of a sale of a group company (actually resulting in a sale of a business) can be deducted as expenses of management by a holding company when calculating its liability for corporation tax.

Sale 171

Sale Advisory Shares Corporation 171

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 171

Advisory 171

JD Supra: Mergers

JULY 11, 2024

Below is his conversation with Katie Balson, a Director at Origin Merchant Partners, a top M&A advisory firm headquartered in Toronto with offices throughout North America. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Advisory Corporation Investors 165

Align Business Advisory Services

OCTOBER 1, 2024

Align Business Advisory Services has been named a finalist in the prestigious “Consulting Firm of the Year” category. Align Business Advisory Services is well-known for providing a suite of business advisory services to.

M&A 105

M&A Consulting Advisory Business 105

JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries. He has also worked on deals in the consumer and transportation sectors.

M&A 171

M&A Investment Banking Finance Finance 171

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 183

Advisory Government 183

JD Supra: Mergers

OCTOBER 17, 2024

Below is his conversation with Robert Meyer, a Managing Director at The Peakstone Group, an investment bank specializing in mergers and acquisitions advisory and raising capital for middle market clients. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking 165

Global Newswire by Notified: M&A

APRIL 9, 2025

DUBLIN, Ireland, April 09, 2025 (GLOBE NEWSWIRE) -- via IBN Fusion Fuel Green PLC (Nasdaq: HTOO) ("Fusion Fuel" or the "Company"), a leading provider of full-service energy engineering and advisory solutions, today announced that it has signed a non-binding letter of intent (LOI) to acquire 100% of a privately held British fuel distribution company (..)

Advisory 132

Advisory Engineering IT 132

Global Newswire by Notified: M&A

FEBRUARY 17, 2025

Addition strengthens existing urban design and strategic advisory capabilities Addition strengthens existing urban design and strategic advisory capabilities

Advisory 45

Advisory 45

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 171

Advisory 171

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 144

Funds Advisory Investors Business 144

Cisco: M&A

APRIL 16, 2025

Cisco's EMEA SMB Partner Advisory Board highlighted strategic alignment and collaboration, paving the way for innovation and growth in the SMB sector.

Advisory 40

Advisory Collaboration Securities Business 40

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

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 152

Hospitality M&A Investment Banking Advisory 152

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

OCTOBER 28, 2024

Murphy has an extensive background in dealership mergers and acquisitions, operational consulting, and strategic advisory services. Dan’s impressive track record and deep understanding of the automotive dealership landscape will significantly enhance our team’s ability to provide exceptional advisory services to our clients in this sector.”

Investment Banking 52

Investment Banking Banking Bank Investment 52