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.

Investment Banking 171

Investment Banking M&A Finance Finance 171

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. If you don't measure and manage it, nothing happens."

Financial Modeling 130

Financial Modeling Financial Models Mergers and Acquisitions Mergers 130

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

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

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

Solganick & Co.

JANUARY 28, 2025

. (“Solganick”) has issued its latest mergers and acquisitions (M&A) report on the IT Solutions and VARs sector. Cloud Adoption : The ongoing shift to cloud computing will continue to create opportunities for companies with cloud migration, data centers, and management capabilities.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

OCTOBER 28, 2024

Murphy has an extensive background in dealership mergers and acquisitions, operational consulting, and strategic advisory services. For more information about FOCUS Investment Banking and its automotive advisory services, please visit www.focusbankers.com/automotive. Download the Press Release here.

Investment Banking 52

Investment Banking Banking Bank Investment 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 holds a B.B.A

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

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

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

Intrepid Banker Insights

JANUARY 26, 2023

Intrepid Investment Bankers Intrepid Expands Capital Advisory Group with Special Situations Veterans Lorie Beers and Kenneth Garnett Intrepid Investment Bankers today announced the expansion of the firm’s Capital Advisory Group and the establishment of its Special Situations practice.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

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 Banking Bank Investment 52

How2Exit

OCTOBER 13, 2024

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

Solganick & Co.

DECEMBER 20, 2024

Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners. Solganick is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on software and IT services companies.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

How2Exit

SEPTEMBER 11, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Krystof Bartos is an experienced investor and entrepreneur with a background in financial advisory and real estate. rn Summary: Krystof Bartos shares his journey from financial advisory and real estate to the world of mergers and acquisitions (M&A).

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

How2Exit

APRIL 29, 2024

She later turned her attention to mergers and acquisitions, focusing on the health, beauty, wellness, and self-care industry where she successfully built and exited a group of businesses. Building genuine connections can lead to advantageous opportunities, such as management buyout deals. But you're gonna have to take some risk too."

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations. About Sun Acquisitions : Sun Acquisitions is a Chicago based mergers and acquisitions firm.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

MergersCorp M&A International

NOVEMBER 21, 2024

Mergers and acquisitions (M&A) have emerged as critical pathways for companies aiming to achieve these objectives. The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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. As a Senior Advisor, Joe will work closely with the FOCUS Automotive group to support mergers, acquisitions, and other strategic initiatives.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Sun Acquisitions

APRIL 28, 2022

He has also owned a technology services firm that provides managed IT services and cybersecurity. Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “Mike is a welcome addition to our team with his extensive experience in mergers and acquisitions.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Solganick & Co.

MAY 1, 2023

has published its latest M&A snapshot on the technology services industry sector, with a focus on managed services providers. ” Full Report: M&A Snapshot Technology Services MSPs April 2023 Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on technology services and software companies.

M&A 52

M&A Management Private Equity Investment Banking 52

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 105

Corporate Finance Finance Finance Corporation 105

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 Banking Bank Investment 52

Sun Acquisitions

FEBRUARY 9, 2022

Larry Sanderman, Managing Director of Sun Acquisitions, led this successful Buy-Side engagement for RTS, which generated Elytus as one of many proprietary deal flow opportunities. is pioneering a better way to manage waste and recycling (www.rts.com). Sun Acquisitions is a Chicago based mergers and acquisitions firm.

Acquisitions 92

Acquisitions Mergers and Acquisitions M&A Management 92

Sun Acquisitions

JULY 13, 2022

Matt Brunstrum, Senior Advisor of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement. About Sun Acquisitions: Sun Acquisitions is a Chicago based mergers and acquisitions firm. Larry’s Cartage Co, Inc. After the sale of the business, Matt noted, “Larry’s Cartage Co.,

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. Do not get into a deal or an industry that you don't understand." You don't know anything about this."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Banking Bank Management 52

Solganick & Co.

APRIL 24, 2024

Solganick Technology Services M&A Update – Q1 2024 Final April 25, 2024 – Los Angeles and Dallas – Solganick & Co. (“Solganick”) has issued its latest technology services industry sector mergers and acquistions (M&A) update report for Q1 2024. alone since January 2024.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation 130

Valuation M&A Mergers and Acquisitions Advisory 130

Cooley M&A

SEPTEMBER 16, 2024

Just like the romantic union of global pop superstar Taylor Swift and Super Bowl champion Travis Kelce, in the business world, combinations of similarly sized companies – or so-called mergers of equals – can yield positive benefits if executed with care [1]. Call it what you want – defining a merger of equals transaction and process 1.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52

Benchmark International

FEBRUARY 29, 2024

Swiss-based Finders, specialist in executive searches for middle and top management, has been acquired by Wicresoft, the leading advisory, solutions, and operations firm.

Advisory 64

Advisory Management Mergers and Acquisitions Recruitment 64

How2Exit

AUGUST 12, 2024

He has a strong background in wealth management, particularly focusing on helping small and medium-sized business owners grow their enterprises and maximize value. The episode uncovers Landon's unique journey from a family background woven with entrepreneurial spirit to his current endeavors in acquisition and wealth management.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

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 52

M&A Securities Mergers and Acquisitions Investment Banking 52

How2Exit

JULY 23, 2023

Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization.

M&A 130

M&A Mergers and Acquisitions Mergers Acquisitions 130

How2Exit

MARCH 31, 2024

Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million.

Business 130

Business Mergers and Acquisitions Securities M&A 130