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. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books.

Business 130

Business Book-building M&A Mergers and Acquisitions 130

CNBC: Investing

JUNE 16, 2025

Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. The firm downgraded CoreWeave to neutral from buy on Monday, but increased its price target to $185 per share from $76, which suggests shares could rise 26% from Friday's $147.19 All Rights Reserved.

IPO 99

IPO Valuation Bank Banking 99

Focus Investment Banking

JUNE 30, 2025

Eric Crouse Joins FOCUS Investment Banking as Managing Director in the Business Services and Technology Services Groups Washington, DC, (June 30, 2025) – FOCUS Investment Banking (“FOCUS”), a premier middle market investment bank, is pleased to announce the appointment of Eric Crouse as Managing Director.

Investment Banking 52

Investment Banking Management Business Bank 52

JD Supra: Mergers

FEBRUARY 8, 2024

On January 29, the Office of the Comptroller of the Currency (OCC) issued a Notice of Proposed Rulemaking for Business Combinations Under the Bank Merger Act.

Mergers 188

Mergers Bank Banking Business 188

TechCrunch: M&A

MAY 15, 2023

And to help the exchange get there is the company’s chief business officer, Yibo Ling. Ling’s role at the company focuses on VC investments, strategic M&A and business development. In my role as chief business officer, I don’t primarily focus on operating the exchange, I focus on the deal work that we do.

M&A 258

M&A Bank Banking Portfolio 258

CNBC: Investing

JUNE 7, 2025

Boot Barn The Western-themed footwear company is firing on all cylinders, according to Bank of America. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC.

Stock 114

Stock Bank Banking Media 114

Beyond M&A

JUNE 18, 2025

But Barbie and Ruth by Robin Gerber – the story of Ruth Handler, the fiercely driven co-founder of Mattel and the creator of Barbie – is perhaps the only business book where the ending felt tragically sad. Not because the business failed (it didn’t), but because of what it cost. Handler was a pioneer. That hit me hard.

Business 130

Business Book-building M&A IT 130

H. Friedman Search

JUNE 21, 2024

The simple answer is the ease of doing business with these two great companies. If a company asks you to provide further information, such as a business plan for them to consider your candidacy, you must provide those documents quickly and make them very effective. What do Nordstrom and Amazon have in common? Friedman Search.

Business 246

Business Recruitment Finance Finance 246

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Bank 73

Bank Stock Banking Universal Banks 73

JD Supra: Mergers

APRIL 11, 2024

On March 21, 2024, the Federal Deposit Insurance Corporation (“FDIC”) approved a Federal Register notice seeking public comment on its proposal to revise its current Statement of Policy on Bank Merger Transactions. By: Seyfarth Shaw LLP

Mergers 177

Mergers Bank Banking Insurance 177

JD Supra: Mergers

MAY 1, 2024

and the Office of the Comptroller of the Currency recently announced proposals to update their approaches to evaluating bank mergers and other business combinations under the Bank Merger Act. The Federal Deposit Insurance Corp. Originally published by Law360 - April 26, 2024. By: WilmerHale

Mergers 165

Mergers Bank Banking Insurance 165

JD Supra: Mergers

FEBRUARY 8, 2024

On January 29, 2024, the OCC issued a proposed policy statement[1] describing the general principles it uses to evaluate applications for approval of transactions under the Bank Merger Act (“BMA”), principally bank mergers, consolidations, and deposit assumptions (“Business Combinations”). By: Morrison & Foerster LLP

Mergers 171

Mergers Bank Banking Business 171

CNBC: Investing

JUNE 18, 2025

"We find the digital banking space an attractive investment arena," analyst Ella Smith wrote to clients in a Wednesday note. Here's what Smith sees as the outlook for each: Q2 Holdings and Alkami Smith first prefers Q2 Holdings and Alkami, which update software for customers of credit unions and regional banks.

Bank 69

Bank Banking Stock Media 69

How2Exit

SEPTEMBER 25, 2023

b' rn Navigating the Process of Buying and Selling Businesses Watch here: rn rn rn rn rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Business 244

Business M&A Mergers and Acquisitions Finance 244

JD Supra: Mergers

APRIL 23, 2025

Below is part 2 of his conversation with Michael Norton, Director of Business Development at Houlihan Capital, a solutions-driven valuation, financial advisory, and investment banking firm. In this Q&A, Michael delves into valuation and deal trends, buyer-seller dynamics, and advice for sell-side businesses.

Valuation 171

Valuation Capital Business Investment Banking 171

CNBC: Investing

JUNE 28, 2025

Hinge Health Shares of the digital physical therapy company have plenty more room to run, according to the bank. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Shares are up 16% in 2025. billion digital care category." All Rights Reserved.

Stock 88

Stock Bank Banking Shares 88

JD Supra: Mergers

MAY 8, 2025

To help businesses, owners, investors, and deal professionals better understand the evolving M&A market, Robert Connolly a partner in LPs Corporate Practice Group and leader of LPs Independent Sponsor and Private Equity teams shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A 159

M&A Private Equity Investment Banking Corporation 159

The New York Times: Banking

JULY 24, 2024

Community banks are big commercial real-estate lenders. But they say their loans are to sturdy local businesses, not those facing vacant office space.

Bank 141

Bank Banking Business Financial Institution 141

JD Supra: Mergers

FEBRUARY 5, 2024

On January 29, the OCC announced a proposed rule for bank merger approvals under the Bank Merger Act (BMA). to reflect its view that a business combination is a significant corporate transaction. The OCC proposed changes to 12 CFR 5.33 By: Orrick, Herrington & Sutcliffe LLP

Mergers 152

Mergers Bank Banking Corporation 152

JD Supra: Mergers

OCTOBER 5, 2023

This is the third installment of our series evaluating the choice between starting a “new” bank through the de novo chartering process or purchasing an existing bank to implement the new business plan.

Bank 171

Bank Banking Financial Market Business 171

JD Supra: Mergers

FEBRUARY 6, 2024

He distinguished his investment method from traditional private equity or investment banking by making riskier investments in new, unproven businesses with the aim of larger returns should these businesses succeed. By: Wyrick Robbins Yates & Ponton LLP

Capital 304

Capital Private Equity Investment Banking IT 304

JD Supra: Mergers

FEBRUARY 26, 2024

Office of the Comptroller of Currency (OCC) released a notice of proposed rulemaking (NPR) seeking to “increase the transparency of the standards that apply to the agency’s review of business combinations involving national banks and Federal savings associations.” By: Proskauer - Regulatory & Compliance

Mergers 159

Mergers Bank Banking Business 159

JD Supra: Mergers

FEBRUARY 24, 2025

Kilpatrick partner Gary Bronstein joined other thought leaders at the 2025 Bank Director Acquire of Be Acquired Conference to discuss and debate some of the most interesting issues in banking. By: Kilpatrick

Bank 145

Bank Banking Shares Business 145

Focus Investment Banking

NOVEMBER 21, 2024

Washington, DC, (November 21, 2024) – FOCUS Investment Banking is pleased to announce the addition of Conor Miller as a Managing Director. Following the acquisition, he continued as a Business Unit Director and COO at Dometic Group, managing global integration strategies and product innovations within the Mobile Power Solutions segment.

Investment Banking 52

Investment Banking Management Bank Banking 52

JD Supra: Mergers

MARCH 31, 2025

The federal banking agencies have announced their intent to issue a proposal to rescind the Community Reinvestment Act (CRA) final rule originally issued in October 2023. The October 2023 final rule tailored CRA performance standards to bank size, business model, and local conditions. By: Nutter McClennen & Fish LLP

Bank 130

Bank Banking Business 130

JD Supra: Mergers

DECEMBER 16, 2024

The Bank of England has published the final report on its system-wide exploratory scenario. The SWES was a 'system-wide' exercise, incorporating a wide range of financial firms and business models, focusing not on the resilience of individual participants, but the impact on important U.K. financial markets. By: A&O Shearman

Bank 159

Bank Banking Financial Market Business 159

How2Exit

OCTOBER 28, 2024

With roots in the banking sector, Issac began his career at Royal Bank of Scotland Group. He was the youngest board member and played a key role in significant acquisitions such as Natwest Bank, Citizens Bank, and Bahambro in the Netherlands.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

JD Supra: Mergers

APRIL 22, 2024

On April 10, the OCC announced a notice published in the Federal Register extending the comment period for the OCC’s proposed rule on bank mergers. The NPRM titled, “Business Combinations under the Bank Merger Act,” was originally published on February 14. By: Orrick, Herrington & Sutcliffe LLP

Mergers 152

Mergers Bank Banking Business 152

The New York Times: Banking

JANUARY 27, 2024

Dick Bove, the ubiquitous banking expert, is going out swinging after more than half a century in the business.

Bank 144

Bank Banking Business Broker 144

The TRADE

FEBRUARY 19, 2025

Deutsche Bank has chosen the London Stock Exchange Groups Trade Discovery compliance solution as it seeks to meet increasingly rigorous regulatory demands. The post Deutsche Bank selects LSEG compliance solution appeared first on The TRADE.

Bank 64

Bank Banking Trading Equities 64

JD Supra: Mergers

FEBRUARY 7, 2024

In an effort to increase transparency in the Bank Merger Act (BMA) approval process, the Office of the Comptroller of the Currency (OCC) has recently issued a proposed policy statement (the “Policy Statement”) which is intended to provide insight into the principles the OCC would apply when reviewing BMA applications.

Business 165

Business Mergers Bank Banking 165

MergersCorp M&A International

NOVEMBER 21, 2024

In today’s rapidly evolving financial landscape, businesses are constantly seeking ways to grow, optimize operations, and enhance their competitive edge. In this environment, MergersCorp Investment Banking stands out as a dedicated partner for businesses navigating the complexities of the global market.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

FEBRUARY 12, 2025

Autonomous, the financial services research business division within Bernstein, has appointed two new US bank analysts. Ken Usdin has been appointed co-head of the Autonomous US business, covering large-cap banks alongside Dwight Collins, who heads the research business US sales team.

Bank 64

Bank Banking Financial Services Business 64

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

TechCrunch: M&A

MAY 9, 2024

A dust-up between Evolve Bank & Trust, Mercury and Synapse has led TabaPay to abandon its acquisition plans of troubled banking-as-a-service startup Synapse. © 2024 TechCrunch. All rights reserved. For personal use only.

Banking 318

Banking Bank Acquisitions IT 318

JD Supra: Mergers

FEBRUARY 1, 2024

On January 29, the Office of the Comptroller of the Currency (OCC) issued a notice of proposed rulemaking regarding its review of business combinations under the Bank Merger Act (BMA). Specifically, the OCC proposed: (i) amendments to 12 C.F.R.

Mergers 165

Mergers Bank Banking Business 165

CNBC: Investing

JUNE 14, 2025

Meanwhile, shares of Kontoor are down 27% this year with plenty of room to recover, the Wall Street bank believes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. The Wall Street firm says these companies are resilient and that investors should quickly buy them.

Stock 129

Stock Investment Media Shares 129