Global Newswire by Notified: M&A

AUGUST 1, 2025

Today, Commonwealth begins its next chapter supported by LPL’s advanced technology, robust wealth management portfolio, and expanded capital solutions, all while retaining our brand and elevating our respected service experience. trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

Acquisitions

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

Lake Country Advisors

MAY 9, 2025

In-depth knowledge helps brokers communicate the strategic value of your operation, so potential buyers grasp the benefits of integrating your business into their portfolio or existing operations. Some sellers transition into an advisory role, offering guidance to new owners for a set timeframe. How Do I Find Potential Buyers?

Middle Market

Solganick & Co.

JULY 2, 2025

Siemens : Active in industrial software, automation, and digitalization, acquiring companies that enhance their IoT, smart infrastructure, and manufacturing technology portfolios. About Solganick Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on the software and technology services sectors.

Corporation

Mergers and Inquisitions

OCTOBER 30, 2024

are quite specific to each company, and you never get this granular in advisory or investing roles. With #1, your skill set is too narrow for most of these roles, and recruiters and bankers sometimes dismiss corporate finance candidates because they perceive it as less demanding. The budgeting, variance analysis, reconciliation work, etc.,

Corporate Finance

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.

Stock

Intrepid Banker Insights

FEBRUARY 19, 2025

Dominic brings over 30 years of experience, having successfully completed numerous M&A and capital raising transactions for founder-owned businesses, private equity portfolio companies, and public companies across a wide range of consumer sectors.

IT

Solganick & Co.

MARCH 10, 2025

Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market. 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.

Consulting

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. With curated mutual fund portfolios and PMS products, MIRA makes investing as easy as a few clicks.

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. earlier today.

Advisory

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking

CNBC: Investing

JUNE 26, 2025

Extreme heat warnings and advisories are still in effect for parts of the Mid-Atlantic, Ohio Valley and Southeast, affecting 130 million people, the National Weather Service said. High temperatures blanketed areas through the central and eastern U.S.

Stock

CNBC: Investing

JULY 15, 2025

"Our expectation is portfolio CD rates should be down in 2Q as longer term CDs continue to mature, but the benefit should fade until we get the next round of rate cuts," she wrote. One basis point equals one one-hundredth of a percent, or 0.01%. The Federal Reserve's stance on interest rate policy affects CD rates.

Bank

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity

PE Hub

FEBRUARY 27, 2024

The hires come as secondaries advisory groups shift and expand, with some places growing their capabilities to meet increasing demand for transactions like continuation funds and LP portfolio sales. The post Jefferies brings on secondaries advisory talent from William Blair appeared first on PE Hub.

Advisory

PCE

NOVEMBER 25, 2024

PCE Investment Bankers, a leader in mid-market financial advisory services, is pleased to announce the successful sale of Dominion Advisory Group (DAG) to SolomonEdwards, a portfolio company of Renovus Capital. PCE served as DAG's exclusive financial advisor.

Advisory

JD Supra: Mergers

JUNE 28, 2023

Astor Group, a consumer-based advisory firm and merchant bank, announced that Taguchi & Co. a prominent Japanese bakery, has acquired Astor Group’s portfolio company, Brooklyn Brands, a dessert manufacturer that develops and acquires Brooklyn-based bakeries.

Food

Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. The post Intrepid Capital Advisory Update – A View From the Trenches first appeared on Intrepid Investment Bankers and is written by Jonathan Zucker in Q2 2023.

Advisory

PE Hub

OCTOBER 23, 2023

Gemspring is merging Inflow with portfolio company Amplix, a provider of technology advisory services and software. The post Gemspring acquires call center support services provider Inflow Communications appeared first on PE Hub.

Advisory

How2Exit

DECEMBER 11, 2023

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. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What services do merchant banks offer?

Bank

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

Global Newswire by Notified: M&A

SEPTEMBER 24, 2024

Fort Lauderdale, Sept.

Engineering

Global Newswire by Notified: M&A

JANUARY 9, 2024

BMEA ), located in Sellersville, Pennsylvania, in its partnership with Vision Innovation Partners ( VIP ), a portfolio company of Gryphon Investors. Fort Lauderdale, Jan.

Capital

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.)

Insurance

Periculum Capital

OCTOBER 27, 2023

The Company will continue to operate under its legacy name while expanding GMS’s complementary product portfolio and geographic presence within the Phoenix metro market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

MergersCorp M&A International

SEPTEMBER 15, 2024

Ingegnieria di Impianti SRL.

Investment Banking

The TRADE

JULY 24, 2023

I shall be taking up a more active role in a corporate development and investment advisory position, at an extraordinarily exciting time for the business. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. He also previously held senior positions at ConvergEx Group as vice president, and RBS as European head of agency portfolio trading.

Trading

Chesapeake Corporate Advisors

JULY 10, 2023

With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. “WBCM has secured a great partner to help continue its legacy as a leading transportation and infrastructure design firm.” For more information, visit www.ccabalt.com or call 410.537.5988.

Engineering

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale

Solganick & Co.

AUGUST 21, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick provides mergers and acquisitions advisory exclusively to software and IT services companies. Review the case study here.

M&A

How2Exit

APRIL 29, 2024

rn rn rn Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.

M&A

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. million women.

Capital

The TRADE

FEBRUARY 5, 2024

Booij is also currently chair of the European Advisory Board and member of the Global Board at FIA, as well as having previously served as chair of the Eurex exchange council. Booij, who is joining the Eurex executive board in May, most recently served as chief executive of ABN AMRO Clearing, having been appointed in 2018.

Investment Banking

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.

Bank