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 165

Middle Market Private Equity Business M&A 165

JD Supra: Mergers

JUNE 26, 2025

They are increasingly turning to investment in small and medium-sized businesses — including startups — to drive rapid technological advances, rather than relying exclusively on large, established defense firms. This creates opportunities for private equity and venture capital investors, who are increasingly active in the defense.

M&A 183

M&A Investment Private Equity Government 183

How2Exit

JUNE 16, 2025

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A - Watch Here About the Guest: Monica Garcia Dugal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. But she also speaks another language—one of inner mastery.

M&A 130

M&A Business Finance Finance 130

JD Supra: Mergers

MARCH 19, 2025

Sluggish M&A and IPO markets have put the brakes on private equity exit activity across Europe, but as pressure builds to clear the backlog of unsold portfolio companies, firms are taking innovative approaches to selling businesses - Europes private equity firms have a large backlog of unsold portfolio companies sitting on their books, and the (..)

Portfolio 171

Portfolio Book-building Private Equity IPO 171

JD Supra: Mergers

JULY 8, 2024

For the right transaction, a rollover of equity can add value for the buyer and the seller. Rollover equity is ownership in the buyer or its affiliates that is issued to a seller as payment for all or a portion of the purchase price for a business.

Equities 165

Equities Business IT 165

The TRADE

JUNE 30, 2025

He served as a managing director at the firm, based out of New York. Speaking to his appointment, Turner said: “Clients today are navigating increasingly complex markets and they’re looking for execution partners who can combine scale, insight, and flexibility.

Equities 52

Equities Business Trading Sale 52

JD Supra: Mergers

NOVEMBER 5, 2024

The US Small Business Administration (SBA) recently issued a proposed rule impacting the ability of small business government contractors to continue performance of set-aside awards following a merger or acquisition.

Private Equity 171

Private Equity Equities Government Mergers 171

JD Supra: Mergers

JANUARY 22, 2025

On January 7, 2025, Vice Chancellor Sam Glasscock III of the Delaware Court of Chancery issued a post-trial decision in favor of defendant, a private equity fund (the Fund), finding that the Funds sale of a portfolio company (the Company) was protected by the business judgment rule and did not harm the interests of minority stockholders.

Sale 165

Sale Private Equity Funds Portfolio 165

TechCrunch: M&A

OCTOBER 17, 2024

Zuora, a company selling software to help businesses manage their subscription-based services, has agreed to be acquired by private equity firms GIC and Silver Lake for $1.7 The all-cash deal is expected to close in Q1 2025, subject to approvals and customary closing conditions.

Management 322

Management Private Equity Public Trading Equities 322

JD Supra: Mergers

MAY 13, 2024

In corporate transactions of all kinds—mergers, acquisitions, and other business combinations—the purchaser company (Purchaser) must confront the question of how to treat the outstanding equity awards and the current equity incentive compensation plan of the target company in the transaction (Target). By: Morgan Lewis

Equities 159

Equities Corporation Mergers and Acquisitions Mergers 159

Mergers and Inquisitions

DECEMBER 18, 2024

While on-cycle PE recruiting keeps moving up, to the point where you must attend a target elementary school, middle school, and high school to be competitive, off-cycle private equity recruiting remains a viable option for everyone else. Off-Cycle Private Equity Recruiting, Part 1: Who Should Care? Europe and the U.K.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

JD Supra: Mergers

NOVEMBER 1, 2024

To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the lower middle market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with private equity firms and professionals. By: Levenfeld Pearlstein, LLC

Private Equity 171

Private Equity Equities Middle Market Capital 171

JD Supra: Mergers

OCTOBER 24, 2024

By: Levenfeld Pearlstein, LLC

Private Equity 165

Private Equity Equities Capital Middle Market 165

JD Supra: Mergers

AUGUST 29, 2024

Audax Private Equity has announced it will acquire the clinical services business of Avantor (NYSE: AVTR). By: McGuireWoods LLP

Private Equity 152

Private Equity Equities Healthcare Business 152

JD Supra: Mergers

JANUARY 14, 2025

Authentix or the Company) to private equity firm Blue Water Energy LLP (BWE) in September 2017. The Carlyle Group Inc., in which he rejected plaintiffs claims of breach of fiduciary duty in connection with the sale of Authentix Acquisition Company, Inc. By: Vinson & Elkins LLP

Private Equity 165

Private Equity Sale Equities Business 165

JD Supra: Mergers

JULY 26, 2024

Cook Medical has announced its intention to sell the company’s reproductive health business — Cook ART — to Astorg. By: McGuireWoods LLP

Medical 152

Medical Private Equity Business Healthcare 152

Sun Acquisitions

APRIL 25, 2025

Increased capital gains taxes can have a far-reaching impact on the business landscape, with ripple effects extending to various sectors, including private equity and venture capital (PE/VC) investments in mergers and acquisitions (M&A).

Private Equity 99

Private Equity M&A Capital Investment 99

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.

M&A 159

M&A Private Equity Investment Banking Corporation 159

JD Supra: Mergers

SEPTEMBER 20, 2023

The food industry is generally considered recession-resistant and less susceptible to economic downturns than other sectors, making it an attractive investment for private equity firms seeking stable returns. By: Goodwin

Food 159

Food Private Equity Business Economics 159

JD Supra: Mergers

MAY 23, 2024

As applications and use cases for digital assets and their blockchain infrastructure grow and become more sophisticated, investments and valuations for businesses in these areas have grown as well. The growing number of opportunities have attracted a diverse group of investors and lenders. By: Mayer Brown

Financial Institution 197

Financial Institution M&A Business Investment 197

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

OfficeHours

JUNE 6, 2023

Private equity firms play a significant role in the global financial industry, and their presence is particularly pronounced in New York City. Job Creation and Economic Growth: Private equity firms in New York City contribute to job creation and economic growth through their investment activities.

Private Equity 147

Private Equity Economics Equities Capital 147

JD Supra: Mergers

MARCH 21, 2024

Join us for a special cocktail reception hosted at Bricker Graydon Law to learn more about the MBA Fund I, a new equity capital fund to support business acquisitions and growth capital for minority entrepreneurs.

Acquisitions 177

Acquisitions Business Funds M&A 177

The TRADE

JUNE 25, 2025

At Jefferies, she served as a US equity sales trader from April 2020 to March 2024, executing and managing US equity trades for institutional clients. Chakar brings nine years of industry experience to her new position, covering both trading and sales trading across global markets.

Sale 52

Sale Equities Electronics Investment Banking 52

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 147

Private Equity Consulting Portfolio Equities 147

How2Exit

NOVEMBER 18, 2024

Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED - Watch Here About the Guest(s): Jordan Wagner is the CEO and founder of the Exit Group, a firm specializing in assisting private equity firms and large corporations in acquiring businesses.

IT 130

IT Mergers and Acquisitions Private Equity Business 130

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

Private Equity 147

Private Equity Equities Debt Investment 147

JD Supra: Mergers

APRIL 30, 2024

A common topic of negotiation in M&A transactions is how to treat performance-vesting equity awards for which the relevant performance period is not yet completed as of the closing of the deal.

M&A 159

M&A Equities Negotiation Stock 159

TechCrunch: M&A

NOVEMBER 21, 2023

eBay is unloading its remaining shares in the online classified business Adevinta to private equity firms Permira and Blackstone for $2.2 billion in cash and 20% equity, it said. Adevinta had originally acquired eBay’s own classified business back in 2020, leaving eBay with $2.2

Shares 247

Shares Private Equity IT Sale 247

OfficeHours

JUNE 5, 2023

Private equity firms play a vital role in the broader investment landscape, and their success relies heavily on their ability to execute deals effectively. Simply put, any private equity associate course must focus on developing and refining these skills. We understand that, as a junior in the finance industry, time is of the essence.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

The TRADE

JULY 8, 2025

Liquidnet has appointed Michael Fidance as head of CEEMEA equity markets as part of the firm’s efforts to drive growth across the region.

Equities 52

Equities Sale Trading Asset Management 52

The TRADE

JANUARY 9, 2025

Aviad Axelrod has been named head of fixed income and equities (FIEQ) product for EMEA at BNY within the Global Markets Trading business, effective as of 6 January. London-based Axelrod will report to both John Goodheart,global head of FIEQ product and Bianca Gould, head of fixed income and equities EMEA at BNY.

Equities 59

Equities Trading Electronics Business 59

Sun Acquisitions

JANUARY 8, 2025

In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Businesses such as this often have recurring revenue, scalability and efficiency in spades.

Business 105

Business IT Sale Valuation 105

JD Supra: Mergers

JANUARY 14, 2025

We previously discussed the US Small Business Administrations (SBA) proposed rule updating the regulations regarding government contractor size and small business program status recertification. The SBA has now issued the final version of that rule. By: McDermott Will & Emery

Private Equity 177

Private Equity Equities Government Business 177

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. However, weve spoken to fellow scale-ups and other experts to find out how you can grow your business without hiring any additional full-time staff.

Business 64

Business Finance Finance Accountant 64

OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover.

Private Equity 52

Private Equity Equities IT Investment Banking 52