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

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 96

Advisory Private Equity Consulting Accountant 96

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

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

APRIL 30, 2025

Why is it important to look for a single-source provider of legal, tax, accounting, and business advisory services? How do integrated business services provide a broader perspective? Perhaps one of the most basic corporate models can provide insight into the importance of integrated professional services. By: Allen Barron, Inc.

Business 165

Business Professional Services Advisory Accountant 165

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

Periculum Capital

FEBRUARY 24, 2025

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firms primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Investment Banking Advisory 52

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

CNBC: Investing

AUGUST 29, 2023

The bank on Monday reached a deal to sell its personal financial management division to advisory firm Creative Planning.

Advisory 98

Advisory IT Bank Banking 98

Solganick & Co.

DECEMBER 20, 2024

Solganick is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on software and IT services companies. December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

MergersCorp M&A International

JUNE 21, 2025

MERGERSCORP, a leading American investment banking firm specializing in cross-border mergers and acquisitions, and CHINAMERGER, a prominent Chinese M&A advisory firm, today announced the signing of a strategic Memorandum of Understanding (MOU). and Chinese markets. and Chinese business environments.

Mergers and Acquisitions 52

Mergers and Acquisitions Advisory Investment Banking Corporate Finance 52

Intrepid Banker Insights

FEBRUARY 19, 2025

Most recently, he was a Managing Director, Senior Advisor, & Head of Retail at Lincoln International for nine years, providing M&A and capital advisory services to private founder-owned and sponsor-owned consumer companies. Dominic will be based in Intrepids New York office.

IT 52

IT Capital Raising Retail M&A 52

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

How2Exit

JUNE 23, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. His firm operates across Latin America and the continental U.S., This isn’t theory. That can make them unsellable.

Business 130

Business Book-building M&A Mergers and Acquisitions 130

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.

Private Equity 52

Private Equity Equities IT Investment Banking 52

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

Chesapeake Corporate Advisors

OCTOBER 28, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. metropolitan area since 1984.

Corporation 98

Corporation Investment Banking Healthcare Advisory 98

Focus Investment Banking

JUNE 30, 2025

We’re excited to tap his experience and relationships to strengthen our advisory services and support clients through complex growth and exit planning.” “I’m Crouse’s appointment reinforces FOCUS’s strategic focus on expanding its M&A advisory capabilities for technology-enabled businesses.

Investment Banking 52

Investment Banking Management Business Banking 52

Solganick & Co.

JANUARY 28, 2025

About Solganick: Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Investment banking firm Solganick & Co. (“Solganick”) has issued its latest mergers and acquisitions (M&A) report on the IT Solutions and VARs sector.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Global Banking & Finance

SEPTEMBER 3, 2024

New York, NY, September 3rd, 2024, Chainwire Forgd, a token advisory and optimization platform, announced the launch of its free-to-use web platform, which provides blockchain projects unrestricted access to tools for tokenomics design, liquidity monitoring, cap table management, and financial planning.

Advisory 52

Advisory Management IT Finance 52

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 52

M&A Advisory Mergers and Acquisitions Acquisition Advisories 52

Global Banking & Finance

OCTOBER 15, 2024

Space Command, and Ruy Pinto, former CEO of SES, join NewSpace Capital Industry Advisory Board This follows appointment of another Industry Advisory […] Shaw, former deputy commander of U.S.

Private Equity 52

Private Equity Advisory Capital Equities 52

MergersCorp M&A International

JUNE 7, 2025

In a landmark announcement poised to redefine the landscape of international mergers and acquisitions, MERGERSCORP, a distinguished global leader in M&A advisory services, and CHINAMERGER, the preeminent digital platform and advisory firm for M&A transactions within China, today unveiled a strategic partnership.

M&A 52

M&A Mergers and Acquisitions Advisory Corporate Finance 52

H. Friedman Search

SEPTEMBER 26, 2024

On the financial advisory side, diving into someone’s book is taking longer. I’ve been hoping that it was just an isolated situation, but regrettably, it’s not. Across all channels within our industry in public finance, from bankers to bond counsels, a delay is a common occurrence. I am talking about delay after an offer has been accepted.

Finance 246

Finance Finance Recruitment Advisory 246

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks.

Private Equity 130

Private Equity M&A Insurance Equities 130

Financial Times - Banking

APRIL 27, 2023

Germany’s biggest bank said deal will allow it to expand advisory services in the UK

Bank 98

Bank Banking Advisory IT 98

Focus Investment Banking

JANUARY 21, 2025

With closer operational integration and a shared vision for growth, the new structure is the natural next step in growing the Companys international offerings in M&A, debt advisory, and equity raising. FOCUS Investment Banking is well-known for its tailored approach to M&A, capital raises, and strategic advisory services.

Investment Banking 52

Investment Banking Capital Banking Bank 52

H. Friedman Search

FEBRUARY 15, 2024

Timing Is Necessary For The Hiring Manager & Prospective Candidate The prospective candidate has a trusted advisory relationship with that recruiter and will share more information than they would directly with a hiring manager. “I Know Everyone!” It is a very simple phrase, to say the least, but what does it refer to exactly?

Recruitment 246

Recruitment Management Finance Finance 246

PCE

JUNE 9, 2025

member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC We’ve been providing middle-market business owners with sophisticated financial services since 1997. Client-First Focus Known for his thoughtful approach and sharp execution, Brad brings a unique blend of M&A insight and industry perspective.

M&A 52

M&A Mergers and Acquisitions Valuation Capital Raising 52

How2Exit

FEBRUARY 10, 2025

Unlike traditional acquirers who are on their own, search fund entrepreneurs have a built-in advisory board of seasoned investors, often former operators themselves. Why Search Funds? The key differentiator? The mentorship from experienced investors. That stickiness is what makes vertical SaaS businesses so valuable.

Business 130

Business Funds Acquisitions Healthcare 130

Trout CPA: M&A

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Valuation 98

Valuation Business Advisory M&A 98

Chesapeake Corporate Advisors

NOVEMBER 14, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. region, New York, Pennsylvania, Minnesota, and Puerto Rico.

Investment Banking 52

Investment Banking Corporation Advisory Sale 52

Align Business Advisory Services

FEBRUARY 29, 2024

The Lower-Middle Market: What Is It—and Why You Should Care? If you are an owner of a business with annual gross revenue in the range of $10 million up to $200 million, guess what: your business falls squarely into the lower-middle market for Mergers and Acquisitions (M&A). Whether you’re a sole owner, partner, investor, or.

Middle Market 98

Middle Market Mergers and Acquisitions IT M&A 98

Solganick & Co.

JANUARY 27, 2025

Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and IT services sector. About Solganick Solganick & Co.

Middle Market 40

Middle Market Investment Banking Banking Bank 40

Solganick & Co.

MARCH 10, 2025

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. ORLANDO, FL., This move is part of Kavaliros ongoing strategy to streamline its operations and focus on its core offerings, ensuring continued excellence and growth.

Consulting 40

Consulting Sale IT M&A 40

Sica Fletcher

OCTOBER 27, 2023

S&P Global’s 2023 September YTD Market Intelligence League Table Released NEW YORK, NY - October 27, 2023 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 98

M&A S&P Insurance Advisory 98