Chesapeake Corporate Advisors

NOVEMBER 14, 2024

We were thrilled to advise ownership in executing a sale process, which ultimately led to the ideal partner for the management team and staff. Stuart Knott, who led the deal team for CCA , added, “AMA has long been recognized as a leading environmental lab in the Mid-Atlantic market.

Investment Banking

The TRADE

AUGUST 13, 2025

New York-based Sanghvi joins the firm from Unifi Asset Management, where he worked as a senior trader for more than a year.    Prior to this, he also spent more than 11 years at BlackRock, where he served in various roles, most recently as a US credit trading director.

Electronics

Solganick & Co.

JULY 11, 2025

About Solganick Founded in 2009 by experienced technology M&A professionals, Solganick is an independent investment banking and M&A advisory firm that holds a longstanding reputation of providing measurable advisory value to owner-founders of established and growing companies within the software and IT services industry sectors.

Valuation

Growth Business

JULY 16, 2025

However, careful planning and risk management are essential to ensure debt levels remain sustainable as the business evolves. High street banks Finding the right contact at a high street bank can unlock lending opportunities that may not be accessible through a longstanding relationship manager alone.

Debt

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

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

The TRADE

JULY 14, 2025

The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension funds, and more.

Investment

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

JANUARY 21, 2025

We are excited to welcome Joe to FOCUS Investment Banking, said Giorgio Andonian, Managing Director of the Automotive group at FOCUS. The addition of Joe Tomarchio reinforces the firms commitment to delivering best-in-class advisory services tailored to the unique needs of the automotive industry.

Investment Banking

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. Healthcare management company, CareAbout Health , experienced this challenge in the early stages of their rapid growth. Want to learn how others made the shift?

M&A

Focus Investment Banking

APRIL 21, 2025

She suggested those shop operators consider serving on the advisory boards for their local Collision Engineering program, to help guide the curriculum and get a chance to connect with the students. The in-shop mentors who work with the students also get training on those skills.

Engineering

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. I look forward to helping founders and business owners navigate critical decisions with clarity and confidence.” You can depend on us to deliver maximum results.

M&A

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Your advisors will help manage this delicate balance. Post-Sale Role: If you’re considering staying involved, how compatible are you with the new management? How do they treat acquired companies and their staff?

Sale

Woodside Capital Partners

APRIL 21, 2025

Leading Amidst Uncertainty April 2025 By Kelly Porter, Lead Managing Partner, Woodside Capital Partners WCP is a Silicon Valley-based investment bank – M&A advisory, capital raising; 120+. The post Leading Amidst Uncertainty first appeared on Woodside Capital Partners.

Capital Raising

iMerge Advisors

APRIL 15, 2025

Third-Party Risk Management A list of vendors with access to sensitive data, along with your vetting and monitoring procedures. Buyers expect clear, auditable documentation that demonstrates your commitment to protecting user data and managing risk. GDPR policies, SOC 2 certification)?

Securities

iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top advisors help with positioning, financial modeling, and managing diligence not just making calls. How do they add value beyond introductions? Are they aligned with your goals?

M&A

iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top advisors help with positioning, financial modeling, and managing diligence not just making calls. How do they add value beyond introductions? Are they aligned with your goals?

M&A

How2Exit

FEBRUARY 10, 2025

Watch Here About the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. Unlike traditional acquirers who are on their own, search fund entrepreneurs have a built-in advisory board of seasoned investors, often former operators themselves.

Business

Chesapeake Corporate Advisors

MAY 29, 2025

With a focus on delivering top-tier customer support through a proprietary project management process, Valley offers solutions that drive high-quality outcomes. Valley is known for its exceptional customer service and project management, driven by a team averaging ~40 years of industry experience.

Equities

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.

Business

Software Equity Group

JULY 9, 2025

In our advisory work, well over 80 percent of unsolicited offers end up materially revised when the seller lacks representation. A Founder’s Experience Mark Smith, CEO of Core Sound, experienced the limitations of managing inbound interest firsthand. This is not just anecdotal. This is not necessarily a sign of bad faith.

Private Equity

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance

Global Newswire by Notified: M&A

AUGUST 1, 2025

(NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. For further information about LPL, please visit www.lpl.com.

Acquisitions

Lake Country Advisors

AUGUST 6, 2025

Employee Buyer : This path involves someone already within your business, such as a trusted manager or member of the leadership team, stepping into ownership. This could include a short transition period, help with growth plans, or advisory work. You might remain in a mentoring or advisory role as they step into leadership.

Investors

Solganick & Co.

JANUARY 28, 2025

This activity is driven by several factors, including the ongoing digital transformation wave, the rise of cloud computing and managed services, the increasing need for cybersecurity expertise, and more support for data centers due to the AI drive. For more information or to inquire about an M&A opportunity, please contact us.

Mergers and Acquisitions

The TRADE

JUNE 23, 2025

He also played a key role in the integration of Refinitiv into LSEG, covering managing director positions. Speaking to his appointment, Northam said: “I look forward to leveraging my experience in scaling operations and building market presence to help Duco reach its next phase of growth and deliver even greater value to our customers.”

Trading

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. Despite headwinds in the import luxury segment, DCG facilitated a successful closing by leveraging deep buyer networks and proven transaction management.

M&A

The TRADE

JUNE 25, 2025

US investment bank Stifel has appointed Sarrah Chaker as a sales trader covering US markets to European clients, The TRADE can reveal. In her new position, Chaker will be based out of Paris, where she will report to Seema Arora, Stifel’s managing director and head of execution services for EMEA.

Sale

iMerge Advisors

APRIL 13, 2025

Management and Team Key executives and their roles Succession planning and retention risks Incentive structures and equity ownership Buyers often view the team as part of the asset. This section should also outline how the process will be managed especially if an advisor like iMerge is leading the transaction.

Valuation

Lake Country Advisors

JUNE 11, 2025

They may prefer asset sales to protect their portfolios and manage risk exposure more precisely. 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. This path can offer closure without long-term obligations.

Sale

Lake Country Advisors

JULY 17, 2025

This makes the investment feel more predictable and manageable. This gives them the opportunity to benefit from the platform’s growth while reducing the burden of managing everything themselves. Lower risk by building on a proven platform: Buyers are confident in their core business, that’s the platform.

Acquisitions

Lake Country Advisors

MAY 9, 2025

Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management. A middle-market operation might have multiple product lines, multiple locations, and an established management structure. Thoughtful planning is vital in ensuring a seamless transfer of ownership.

Middle Market

JD Supra: Mergers

NOVEMBER 14, 2024

Below is his conversation with Jordan Gerber, a Managing Director at Caber Hill Advisors, an M&A advisory firm that focuses on helping privately-held, middle-market businesses transact with strategic or private-equity-backed buyers. Jordan has over 25 years of experience as an M&A advisor across diverse industries.

Middle Market

Mergers and Inquisitions

DECEMBER 4, 2024

Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. Examples Valuations, Fairness Opinions, and Bank Presentations Finding these presentations and Fairness Opinions was quite difficult because most sports M&A deals involve non-public assets.

Investment Banking

Chesapeake Corporate Advisors

OCTOBER 28, 2024

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Managing Director Tim Brasel who focused on client management, deal strategy, and deal negotiations. Vice President Katie Kieran led day-to-day deal execution and client management.

Corporation

Chesapeake Corporate Advisors

JANUARY 15, 2025

Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. We had an incredible response from the market and results that far exceeded my goals.

Corporation

Lake Country Advisors

OCTOBER 31, 2024

As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement. General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations.

Business