Growth Business

JULY 16, 2025

Gavin Harrison is a partner in the debt advisory team at Dow Schofield Watts. Read more Bootstrap your business and then find yourself an investor – You’ve managed to bootstrap your business without the help of outside capital, now it’s time to pick the right investor.

Debt

How2Exit

FEBRUARY 10, 2025

His passion for scaling companies rather than starting them from scratch provides a fresh perspective on the search fund model, the importance of strategic investors, and how AI is shaping the future of software businesses. The mentorship from experienced investors. The key differentiator?

Business

The TRADE

JULY 15, 2025

UK investment bank Panmure Liberum has partnered with South African bank, Nedbank’s corporate and investment banking division, to deliver a trading agreement across South African and Pan-European equity markets. Jason Quinn Through the offering, both banks will provide co-branded research across the countries, as well as taking on corporate advisory (..)

Equities

iMerge Advisors

APRIL 9, 2025

As weve outlined in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , high-growth SaaS companies with strong KPIs can command ARR multiples of 6x12x or more, while slower-growth or less scalable models may trade at lower EBITDA multiples in the 3x6x range. However, growth must be efficient.

Valuation

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. What due diligence should I expect from potential buyers or investors? How do I choose between multiple offers from buyers or investors? What are the differences between a strategic buyer and a financial buyer?

Sale

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

Software Equity Group

JULY 9, 2025

SaaS companies, in particular, are attractive because they offer: This model aligns with investor mandates focused on risk-adjusted returns. However, this same model also allows investors to make assumptions about your company based on limited public data or inferred benchmarks. This is not just anecdotal.

Private Equity

How2Exit

JULY 28, 2025

Now the founder of FM Capital and FM Advisory, Fadi partners with operators and investors to fund deals, implement systems, and position companies for high-value exits. Summary: In this episode of the How to Exit Podcast , Ron sits down with Fadi Malouf, a seasoned M&A strategist and founder of FM Capital and FM Advisory.

M&A

Lake Country Advisors

JUNE 11, 2025

If the buyer is an institutional investor or private equity firm: These groups often have a set framework for how they buy businesses. If you plan to stay on during the transition or beyond: A stock sale often makes more sense when you’re continuing in an executive or advisory role.

Sale

Chesapeake Corporate Advisors

MAY 29, 2025

Caymus partners with owners and management teams seeking a value-added investor to help accelerate growth. The firm focuses on control investments in the lower middle market, targeting profitable businesses with significant growth potential. For more information, visit www.ccabalt.com or call 410.537.5988.

Equities

Global Newswire by Notified: M&A

AUGUST 1, 2025

trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. For further information about LPL, please visit www.lpl.com. LPL Financial Holdings Inc.,

Acquisitions

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What Is a Confidential Information Memorandum?

Valuation

iMerge Advisors

APRIL 13, 2025

Whether you're a founder preparing for an exit or an investor evaluating a target, understanding these structures is essential to optimizing deal outcomes. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Defining the Structures What Is an Asset Sale?

Sale

Mergers and Inquisitions

DECEMBER 4, 2024

With teams valued at sky-high prices, deal participation is limited to institutional investors such as SWFs and PE firms (and the occasional billionaire). Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work.

Investment Banking

Lake Country Advisors

MAY 9, 2025

It can also help you tailor your marketing materials, highlighting the complexity and growth potential that can attract savvy investors looking for stable yet scalable businesses. Are you looking for a complete exit, partial sale, or a new investor to fuel expansion? Strategic Planning: Clarify why you want to sell.

Middle Market

Mergers and Inquisitions

OCTOBER 30, 2024

At much larger companies, forecasting and planning become more important because there will be institutional investors who want earnings targets. Do the investors believe our numbers and metrics like ARR and ARPU ? But you could also rotate into corporate strategy , investor relations , or other areas.

Corporate Finance

Global Newswire by Notified: M&A

JUNE 27, 2025

DCG’s experienced advisors facilitated the transactions, highlighting the company’s regional expertise, national reach, deep market insights and strategic advisory approach. DCG is differentiated by its advisory approach, long-term lens on client relationships, and commitment to market intelligence tools that inform DCG and client strategies.

M&A

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

As a minority investor, the seller may have control over the day-to-day operations of the company but typically will not have the final say on larger decisions (e.g., The seller’s equity investment enables the PEG to reduce their own investment, freeing up cash for additional acquisitions. further borrowings, distributions).

Private Equity

CNBC: Investing

JULY 30, 2025

Neither I, nor a member of my household is an officer, director, or advisory board member of the issuer(s) or has another significant affiliation with the issuer(s) that is/are the subject of this research report. This research is for the clients of Fundstrat Global Advisors only. Additional information is available upon request.

Stock

The TRADE

NOVEMBER 20, 2024

Royal has been global head of equity trading for Janus Henderson Investors since 2017 and despite his now-lofty title as global head he continues to trade both US securities and foreign exchange for the firm. He is currently a member of the National Organisation of Investment Professions and of the IEX Buy-Side Trading Advisory Committee.

Trading

Razorpay

JUNE 24, 2025

About MIRA Money: Wealth Management for a New Class of Earners MIRA Money is a digital-first investment platform on a mission to democratize wealth advisory. Account-Level Trust with Penny Drop MIRA uses Razorpay’s Penny Drop to verify investor bank accounts—ensuring that funds are only accepted from linked accounts, a SEBI mandate.

Accountant

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

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. Read More

Advisory

Align Business Advisory Services

JUNE 6, 2025

Private equity has traditionally been the domain of institutional investors and ultra-high-net-worth individuals. But that may be changing.

Private Equity

Mergers and Inquisitions

MAY 14, 2025

However, they all relate to an assets ability to pay or repay its investors. Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles.

Investment Banking

CNBC: Investing

JUNE 26, 2025

George Frey | Getty Images News | Getty Images With hurricane season underway and an oppressive heat wave rolling across parts of the nation, investors have been snapping up shares of Generac. The company is on track for its sixth straight day of gains and best week since November 2024. It is up nearly 12% this week.

Stock

CNBC: Investing

JULY 15, 2025

Rates topping 4% Though CD yields aren't high enough to keep up with inflation over the long term, they can reward investors who want to earn some interest on idle cash. Investors who recently had their CDs mature are locking up in three-to-six-month instruments for now, she said. APY on a 12-month CD.

Banking

JD Supra: Mergers

JULY 26, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A

JD Supra: Mergers

OCTOBER 17, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A

JD Supra: Mergers

JULY 11, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts.

M&A

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

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

Deal Lawyers

JANUARY 8, 2025

This recent alert from Compensation Advisory Partners updates research from 2015 on how often and when activist investors raise issues with executive pay during proxy contests.

Advisory

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

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

Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. Here is what we learned: Inflation and the Fed’s response are top of mind, as investors shift their focus from “peak inflation” to “sticky inflation”. in Q2 2023.

Advisory