JD Supra: Mergers

JULY 24, 2025

The need for emerging companies to obtain growth capital often leads the majority owner to consider accepting an investment in the business by a private equity (PE) firm. In this post, we share a cautionary note: Business owners need to be wary in their dealings with PE firms. By: Bradley Arant Boult Cummings LLP

Private Equity

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

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

JD Supra: Mergers

JULY 30, 2025

Last year, the Department of Justice (DOJ) National Security Division (NSD) updated its Enforcement Policy for Business Organizations to include guidance related to voluntary self-disclosures in connection with acquisitions.

Private Equity

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

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

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

Sun Acquisitions

DECEMBER 16, 2024

This merger would allow the retailer to integrate sustainable practices into its core business model, offering eco-conscious consumers the products they desire. Synergy for Environmental and Economic Gain M&A deals in the sustainability sector aren’t just good for the environment and business.

M&A

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. Private equity firms have over $2.5 Why You Are Getting Offers Private equity firms are not just looking for revenue growth.

Private Equity

Focus Investment Banking

MAY 29, 2025

Led by Cres Ferrell, who brings a background in machining , manufacturing, and private equity, ReNew is thoughtfully building a strong, diversified platform in precision machining and fabrication. Remove personal expenses from business operations, or at least clearly separate them to facilitate buyer diligence.

Manufacturing

Lake Country Advisors

JUNE 11, 2025

When selling a business, one of the most important and often overlooked decisions you’ll make is how to structure the deal itself. Most business sales fall into one of two categories: asset sales or stock sales. The legal business entity stays with the seller: Since only assets are being sold, your LLC or corporation remains intact.

Sale

The TRADE

JULY 25, 2025

Marex is set to acquire UK equity market maker Winterflood Securities from Close Brothers in a cash deal valued at approximately £103.9 million. The post Marex to acquire Winterflood Securities from Close Brothers in £100 million deal appeared first on The TRADE.

Securities

The TRADE

JULY 28, 2025

Previously in his career, he also served as a senior business analyst in equities at Credit Suisse, working in locations including London, New York, Singapore and Pune. The post People Moves Monday: JP Morgan, Susquehanna, Canaccord Genuity, and more…  appeared first on The TRADE.

Trading

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

The TRADE

JULY 18, 2025

London-based Matuszewski returns to SIX after having previously left in February 2024 following a 10-year tenure with the firm. During his time at the exchange, he served as head of equities and executive director, as well as covering various product management roles in equities. After leaving SIX, he joined Citadel Securities as head of EMEA (..)

Equities

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

Beyond M&A

JULY 24, 2025

So when it comes to real diligence, the investor (or buyer) has to critically assess your business for themselves. Run your business at a level that expects attention — even if it’s not coming yet. It’s a self-serve platform that shows you where your business stands — from a private equity and institutional investor perspective. .

Investors

Chesapeake Corporate Advisors

MAY 29, 2025

Tim Brasel, Managing Director at CCA, added, CCA was honored to have the opportunity to work with Valley in finding the optimal outcome and the right partnership to lead the business into its next stage of growth. The post Valley Lighting Acquired by Caymus Equity Partners appeared first on Chesapeake Corporate Advisors.

Equities

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. Defining and Understanding Middle-Market Businesses Selling a middle-market enterprise involves more nuanced strategies than those used for smaller ventures. What Is Considered a Middle-Market Business?

Middle Market

MergersCorp M&A International

JULY 5, 2025

This is a critical step, as the reputation and future success of the SPAC and its sponsors hinge on selecting a viable and valuable business. The De-SPAC Transaction (Business Combination): Once a suitable target is identified and an agreement is reached, the SPAC announces its intention to merge with the private company.

IPO

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

How2Exit

JULY 15, 2025

” The episode also touches on the role of private equity and external sponsors. How you embed culture into every corner of a growing business. “People are the start, middle, and end of everything,” Whitman insists. “Why wouldn’t we pay that role like it matters?” How you build systems.

M&A

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

The New York Times: Banking

JULY 16, 2025

The JPMorgan Chase chief has long been skeptical of the nontraditional, and less regulated, lending business. Now he thinks its best days may be over.

IT

The TRADE

JULY 15, 2025

London-based Eryuksel most recently spent 15 years at UBS – predominantly in senior sales and equity trading roles before heading up the business development of UBS’ outsourced trading platform across EMEA. The post Former UBS outsourced trading business development lead joins Marex appeared first on The TRADE.

Trading

Focus Investment Banking

JANUARY 8, 2025

John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking. His tenure in private equity saw him identifying lucrative investment opportunities and driving successful transactions.

Investment Banking

The TRADE

AUGUST 11, 2025

According to an internal memo seen by The TRADE, the team is set to report to Rui Fernandes’, global head of markets trading structuring, whose role recently expanded to cover the responsibility of the firm’s global structuring business franchise across markets and sales.   Among the additions is Arnaud Jobert who will cover equities for the team, (..)

Trading

PCE

JUNE 16, 2025

Your updated startup capitalization table can be confusing, especially with multiple classes of equity that carry distinct rights and preferences. Understanding the impact of preferred stock rights in early-stage company financing is critical when navigating a new venture capital term sheet.

Stock

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

The TRADE

AUGUST 12, 2025

”   He joins the firm from Millennium, where he had served as Asia treasurer for two years, overseeing portfolio financing, liquidity management, cash and collateral management and counterparty risk.    Prior to this, he spent almost 30 years at Goldman Sachs where he helped to build out their Asia prime business.

Finance

The Guardian: Mergers & Acquisitions

MAY 23, 2025

Deal with US private equity firm will end two years of uncertainty over future of titles A consortium led by the US private equity company RedBird Capital has agreed to buy the Telegraph for 500m, bringing an end to two years of uncertainty over the future ownership of the titles.

Private Equity

Focus Investment Banking

NOVEMBER 14, 2024

About FOCUS Investment Banking’s MSP Team FOCUS’ Managed Service Provider (MSP) Team, one of North America’s most dynamic and accomplished, has successfully orchestrated transactions with 76 parties in the past five years alone, propelling 12 MSPs into new platforms for private equity sponsors. million to $30 million. Discover more at [link].

IT

Solganick & Co.

DECEMBER 20, 2024

Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector. Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners.

M&A

The TRADE

NOVEMBER 25, 2024

Vikesh Patel With this approval, the pan-European clearing house will introduce a service for European SFT transactions in cash equities and ETFs, which includes central clearing, settlement and post-trade lifecycle management. In Europe, there have been multiple failed attempts to successfully introduce and maintain SFT clearing.

Finance

CNBC: Investing

JUNE 7, 2025

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. All Rights Reserved. A Division of NBCUniversal Data is a real-time snapshot *Data is delayed at least 15 minutes.

Stock

How2Exit

JULY 7, 2025

From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. Relationships Can Move Valuation by 20–30% In founder-led businesses, being seen as a “good home” can shrink bid-ask spreads significantly.

M&A

Sun Acquisitions

JULY 7, 2025

In today’s interconnected world, businesses are uniquely positioned to tackle some of society’s biggest challenges. Here’s how M&A can contribute to positive social outcomes while achieving business success. The result: Businesses drive revenue growth and deliver solutions that improve lives and protect the planet.

M&A