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.

Advisory 96

Advisory Private Equity Consulting Accountant 96

PE Hub

JULY 25, 2023

The post Campbell Lutyens taps McCoy as managing director for secondary advisory practice appeared first on PE Hub. McCoy will be based in the New York office.

Advisory 60

Advisory Management 60

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. By: Proskauer - Tax Talks

Sale 171

Sale Advisory Shares Corporation 171

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

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

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.

M&A 171

M&A Investment Banking Finance Finance 171

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 Banking & Finance

OCTOBER 18, 2024

By Mike Foster, Chief Commercial Officer at Coleman Wealth As we navigate a period of unprecedented change within the global financial advisory and wealth management sectors, a powerful wave of consolidation is reshaping the landscape. This trend is only set to intensify and is driven by a variety of factors.

Advisory 52

Advisory Management Finance Finance 52

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. He began his journey at Scotiabank in Canada, where he spent five years mastering the intricacies of derivatives and risk management.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Accenture Capital Markets

DECEMBER 5, 2023

Our recently published Asia wealth management repor t focuses on two crucial areas for firms: relationship manager (RM) productivity, which my first blog examined; and the importance of mobile as a channel, which this blog covers. The only notable exception is investors aged 65+, where just 25 percent rank it as important.

Management 117

Management Bank Banking Investors 117

H. Friedman Search

FEBRUARY 15, 2024

It can be a hiring manager saying, “I know everyone, so there is no need for your services.” The role of a good recruiter is not to introduce a prospective candidate to a manager or vice versa; it’s to manage the process. Hiring Managers: Do You Know The Depth Of Everyone? But in both cases, this should not even matter.

Recruitment 246

Recruitment Management Finance Finance 246

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

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 98

Corporation Investment Banking Healthcare Advisory 98

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 52

M&A Advisory Mergers and Acquisitions Acquisition Advisories 52

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 130

M&A Risk Assessment Management Advisory 130

Global Newswire by Notified: M&A

SEPTEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- ZRG today announced the acquisition of Linked4HR Solutions' Executive Interim & HR Advisory services in the Middle East and Africa (MENA) region and the addition of Hicham Hachkal as Managing Director for Interim and HR Advisory. NEW YORK and DUBAI, Sept.

Advisory 45

Advisory Management Acquisitions 45

JD Supra: Mergers

APRIL 4, 2024

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 117

Advisory Business Management 117

Deal Lawyers

MARCH 11, 2025

Ho and I were joined by Garrett Muzikowski, Managing Director, M&A, Activism & Governance Advisory at FTI Consulting. Weve recently posted another episode of ourUnderstanding Activism with John & J.T. This time, J.T. We spoke with Garrett about recent developments and trends in activism.

Advisory 113

Advisory Consulting M&A Government 113

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 52

Capital Raising Investment Banking Advisory Capital 52

Accenture Capital Markets

NOVEMBER 2, 2023

Our recently published Asia wealth management report focuses on two major areas for firms: The importance of mobile as a channel that, our research shows, wealth management firms can greatly improve; and the evergreen—and so far unanswered—question of relationship manager (RM) productivity. Why is that important?

Management 85

Management Advisory Risk Management Business 85

Align Business Advisory Services

MARCH 12, 2024

Strategic Growth Opportunities in Waste Management and Industrials M&A Among Lower-Middle Market (LMM) Mergers and Acquisitions (M&A), the Waste Management and Industrials sectors present excellent opportunities for businesses with annual revenues ranging from $10 million to $200 million or smaller companies aiming for revenue of that size.

M&A 98

M&A Management Mergers and Acquisitions Middle Market 98

MergersCorp M&A International

JUNE 14, 2025

NEW YORK, UNITED STATES OF AMERICA – June 14, 2025 – MergersCorp M&A International, a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally, and Spektrum Capital Advisors LLC, a U.S.-based

M&A 52

M&A Capital Investment Banking Business 52

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

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 Bank Banking Investment 52

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 40

Valuation IT Consulting Healthcare 40

PE Hub

AUGUST 11, 2023

Macquarie Capital is the corporate advisory, capital markets and principal investing arm of Macquarie Group. The post Macquarie Capital names Christopher Hieb as managing director appeared first on PE Hub.

Capital 59

Capital Management Advisory Capital Market 59

Intrepid Banker Insights

NOVEMBER 20, 2024

Intrepid Investment Bankers Market Moments That Matter | Growth Capital Side Dishes on the Financing Menu Intrepid Capital Advisory MARKET MOMENTS THAT MATTER Businesses today face the perennial challenge of finding just the right mix of ingredients to fuel growth initiatives, manage working capital, and maintain a rainy-day fund.

Finance 52

Finance Finance Capital Advisory 52

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 52

M&A Mergers and Acquisitions Valuation Capital Raising 52

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

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 52

Sale Equities Electronics Investment Banking 52

TKO Miller

JUNE 21, 2023

Noah DeGroot, and Jack Hastreiter joined the firm as Analysts in its mergers and acquisitions advisory practice where they will be responsible for supporting senior members of the firm, executing M&A transactions, and conducting company research. Griffin Oleszczuk, J.D., Griffin holds an M.B.A. Noah joined TKO Miller as an intern in 2022.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

The TRADE

APRIL 4, 2024

The Securities and Exchange Commission (SEC) has charged Senvest Management for widespread and longstanding failures to maintain and preserve certain electronic communications. Senvest Management is a registered investment advisor based in New York, employing investment strategies across approximately $3 billion in assets under management.

Management 72

Management Electronics Securities Advisory 72

Equiteq

APRIL 25, 2025

Equiteq, a leading global boutique investment bank, is pleased to announce the appointment of Simon Croft as Managing Director , based in Melbourne, Australia.

Management 52

Management Boutique Investment Banking Advisory 52

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 52

Equities Middle Market Investment Banking Private Equity 52

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions is pleased to announce the closing of three Buy-Side campaigns in the last two months including an industrial pumps distributor, specialty electronics distributor, and a waste management firm. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Focus Investment Banking

OCTOBER 29, 2024

Washington, DC, (October 30, 2024) – FOCUS Investment Banking, a leading middle-market investment bank, is pleased to announce that Colin May has joined the firm as a Managing Director in its Automotive Group. “We are thrilled to welcome Colin to the FOCUS team,” said Giorgio Andonian, Managing Director in the Automotive Group.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52