The TRADE

JULY 14, 2025

Read more: LSEG expands AWS existing relationship with cloud collaboration When it comes to the selection of CSPs, LSEG found that a huge majority of respondents believe operational resilience to be the primary motivator for selecting a cloud provider – specifically, 92% said it was ‘very important or critical to the selection’.

Investment

Global Newswire by Notified: M&A

AUGUST 5, 2025

Accessibility: Skip TopNav Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest Summit Wealth Strategies to operate under Arax Advisory Partners August 05, 2025 08:00 ET | Source: Arax Investment Partners Arax Investment Partners NEW YORK, Aug. Financial terms of the transaction were not disclosed.

Investment

Midaxo

MAY 8, 2025

When corporate development teams evaluate the cost of a deal, they often focus on whats clearly measurablelike advisory fees, legal spend, and integration budgets. But beneath the surface of these transactions lies a set of hidden costs that can quietly erode deal value: the cost of inefficiency.

M&A

Lake Country Advisors

MAY 9, 2025

Some sellers transition into an advisory role, offering guidance to new owners for a set timeframe. Many sellers find that providing a supportive handover cements positive relationships, setting the stage for potential collaborations or referrals down the line. What Post-Sale Considerations Should I Keep in Mind?

Middle Market

Solganick & Co.

JULY 2, 2025

Cisco : Concentrating on networking, security, and collaboration. About Solganick Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on the software and technology services sectors. For more information, please contact us. Contact Us

Corporation

Solganick & Co.

MARCH 10, 2025

The expertise, innovation, and collaborative culture weve fostered have laid a strong foundation for our transition to Accordion, where we are fully aligned in core values. Visit www.accordion.com About Solganick Solganick is a leading M&A advisory firm and investment bank focused exclusively on software and IT services companies.

Consulting

Chesapeake Corporate Advisors

JUNE 23, 2025

Collaboration Across the Enterprise Despite the name, FP&A is not purely a finance exercise; it takes input from functions across the organization—including operations, sales, and marketing—to drive greater value and higher growth. By encouraging data-driven decision-making, FP&A further encourages collaboration across the business.

Financial Modeling

Global Newswire by Notified: M&A

JUNE 27, 2025

With a 24-year legacy of delivering high-value financial advisory solutions, GlassRatner has built a reputation for excellence in Restructuring, Turnaround Management & Bankruptcy Consulting; Forensic Accounting & Litigation Support; and Transaction Support Services—such as Due Diligence and Quality of Earnings Reviews. earlier today.

Advisory

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

Global Banking & Finance

MARCH 28, 2024

Leveraging Collaboration and Technology: The Winning Strategy for Corporate Finance Teams In 2024, the global investment banking advisory industry is busy yet again, hoping to forget an incredibly challenging two years which saw the number of IPOs and M&A transactions reduce significantly.

Corporate Finance

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

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

Global Banking & Finance

NOVEMBER 26, 2024

We are proud to announce that James Young, Transak’s Head of Compliance and MLRO, has joined the Elliptic Client Advisory Board. This esteemed group brings together industry leaders to collaborate on solving critical challenges and setting new standards in crypto compliance […]

Advisory

The TRADE

MAY 15, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi have become the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

Advisory

How2Exit

AUGUST 12, 2024

The Crucial Role of Proactive Advisory One of the standout themes from Simon’s discussion is the critical importance of proactive advisory in the M&A process. Simon aptly put it, “Can I create a collaboration platform where the business owner can be more proactive?”

Valuation

Growth Business

SEPTEMBER 3, 2024

Strict document requirements typically necessitate the involvement of a specialised transaction advisory firm with extensive experience in grants, which can limit available options and increase both business complexity and cost. Karim Budabuss is director of grant advisory at ForrestBrown.

Government

MergersCorp M&A International

MARCH 22, 2024

MergersCorp M&A International, a leading investment banking and mergers and acquisitions advisory firm, is excited to announce its support of The Art Miami Swiss Crypto Valley Association, a Swiss Association registered in Einsiedeln, Kanton Schwyz.

Mergers and Acquisitions

How2Exit

APRIL 3, 2023

Concept 6: Foster Collaboration And Innovation One way to ensure success is to foster collaboration and innovation within the franchise. Another way to foster collaboration and innovation is through masterminds and peer groups. Ultimately, fostering collaboration and innovation within a franchise is key to its success.

Business

The TRADE

NOVEMBER 28, 2023

Optiver is set to appoint a representative to join Plato’s advisory committee, will actively engage in and contribute to the MI3 academic initiative, and become a valuable member of the Plato Turquoise Expert Group (TPEG). “We We are thrilled to welcome Optiver to Plato Partnership as our first market-making member.

Asset Management

Sun Acquisitions

JUNE 13, 2024

Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning. With a clear understanding of your objectives, a realistic valuation, and a strong advisory team, enter negotiations confidently.

Sale

Sun Acquisitions

FEBRUARY 6, 2023

continues their goal of acquiring and integrating leading medical aesthetics clinics, enabling medical professionals in their subsidiaries to achieve personal and professional goals while creating world-class customer experiences by networking support, collaboration, and community.

Sale

Sun Acquisitions

SEPTEMBER 14, 2023

Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape. Build a solid advisory team of attorneys, accountants, and investment bankers specializing in M&A transactions. Prioritize your goals and be prepared to compromise on non-essential aspects.

M&A

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Private Equity

The TRADE

MAY 20, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi became the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

Sale

Periculum Capital

JUNE 6, 2023

As a result of Periculum’s continuous and intimate collaboration with management, the Company was able to find a partner in GLOBO that not only aligned with LUNA’s people-first culture, but also complemented its existing services to increase efficiencies and ultimately enhance LUNA’s mission to promote language access to all people.

Sale

Sun Acquisitions

APRIL 18, 2024

This collaboration enables the client to concentrate on its core operations while seamlessly navigating the sale process. Having successfully managed engagements across diverse industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest. Contact Information: Sun Acquisitions 8745 W.

Acquisitions

Sun Acquisitions

MARCH 1, 2024

As a wholesale furniture distribution business, our client collaborates closely with suppliers to offer an extensive selection of furniture solutions, enabling them to meet the diverse needs of their clientele. With a robust B2B customer base, the company has become a preferred partner for businesses seeking quality furniture solutions.

Food

Sun Acquisitions

FEBRUARY 26, 2024

Collaborating closely with the customer, our client designs, and prototypes products, ensuring seamless integration into medical devices. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Medical

The TRADE

AUGUST 17, 2023

As part of the collaboration, Lombard Odier will have access to Neptune’s axes across rates, investment grade, high yield and emerging markets bonds. Trading and advisory users worldwide will utilise the data for the benefit of their end investor client base.

Advisory

Successful Acquisitions

FEBRUARY 7, 2023

is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. Brain Goodhart Director, M&A Advisory Services Capstone Strategic, Inc.

Mergers and Acquisitions

Sun Acquisitions

MAY 2, 2024

This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process. Having successfully managed engagements across diverse industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest.

Acquisitions

Chesapeake Corporate Advisors

OCTOBER 16, 2024

Over the course of our work together, the Vetegrity team and I collaborated closely with Marty O’Neill, Andy Spears, and Miles Galley to guide Vetegrity into this next chapter,” said Mark Feffer, founder and CEO of Vetegrity. Learn more at www.vetegrity.com. For more information, visit www.ccabalt.com or call 410.537.5988.

Investors

Successful Acquisitions

AUGUST 17, 2023

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming.

Broker

Focus Investment Banking

JANUARY 8, 2025

I am excited to join FOCUS and collaborate with the talented Technology Services team, said John-Michael Tamburro. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

Investment Banking

Trout CPA: M&A

NOVEMBER 23, 2022

For life sciences companies, M&A and collaborations are a key strategy for growth, building product pipelines, and getting products to market as quickly as possible. According to BDO’s Life Sciences CFO Survey, 33% of CFOs planned to pursue M&A in 2022, up 25% from the 2021 survey.

M&A

Sun Acquisitions

APRIL 11, 2024

Today, Pacific Plus is a leader in its field, collaborating with global brands to deliver exceptional product, lifestyle, and brand imagery. With over 400 successful transactions across all industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest.

Sale

How2Exit

AUGUST 12, 2024

Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized. Growth Challenges: Insights into managing unexpected expenses and cash flow challenges post-acquisition are discussed. Notable Quotes: "I love entrepreneurship.

Business