Focus Investment Banking

AUGUST 7, 2025

Download Press Release as a PDF The post FOCUS Investment Banking Represents Verigent in its Sale to Allied Resources Group appeared first on FOCUS. The guidance of April Taylor and Bob Maiden has been invaluable, and we truly appreciate the efforts they have made on our behalf. Their service and professionalism were exceptional.”

Investment Banking

Focus Investment Banking

MARCH 10, 2025

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

Investment

The TRADE

JULY 28, 2025

Canaccord Genuity   Julian Hewitt has joined Canaccord Genuity Australia as an equity sales trader.    Hewitt will be based out of Sydney in his new role, and brings extensive industry experience to his new position, having covered areas including sales trading, Australian equities and equities sales.   He joins from HSBC, where he served as (..)

Trading

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?

Sale

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

The TRADE

AUGUST 11, 2025

Jean-Louis Gaucher has joined Oman Investment Bank as head of fixed income sales. Gaucher will be based out of Muscat in Oman in his new role, and brings almost 20 years of fixed income sales experience to the bank. The post Oman Investment Bank appoints new fixed income sales head appeared first on The TRADE.

Investment Banking

Focus Investment Banking

FEBRUARY 4, 2025

Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal? Key terms include: Deal Structure : Cash at close, seller notes, stock or asset sale. Confidentiality is paramount during the sale process.

Sale

The TRADE

JULY 10, 2025

Natalie Khoury has joined Goldman Sachs as an Asia equity sales trader, based out of New York. She joins from Berenberg Capital Markets, where she had been working as an equity sales trader for the last year. The post Berenberg equity sales trader joins Goldman Sachs appeared first on The TRADE.

Equities

The TRADE

JULY 28, 2025

Marex has appointed Patterson McDonald to the prime brokerage and outsourced trading sales tea m. He joins from Jefferies where he had most recently spent five years as vice president, focused on outsourced trading and relationship management and prime sales for new launch hedge funds.

Sale

How2Exit

NOVEMBER 18, 2024

Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. Value of Unexpected Niches: Identifying and capitalizing on niche markets can lead to massive success, even with seemingly mundane businesses.

IT

How2Exit

MARCH 10, 2025

The Importance of Value Creation – Instead of simply acquiring businesses, Richmond emphasizes improving them through strategic changes, sales optimization, and operational efficiency. Richmond’s strategy is to shift the conversation from an unrealistic sales price to the actual post-sale cash in the seller’s bank account.

Business

MergersCorp M&A International

JUNE 5, 2025

This increased risk can lead to a higher weighted average cost of capital (WACC) for the target, further reducing its discounted cash flow (DCF) valuation. Contractual Review: Scrutinizing supply, sales, and distribution agreements for tariff-related clauses and potential renegotiation risks.

Mergers and Acquisitions

The TRADE

AUGUST 11, 2025

He leaves behind his previous role as managing director, head of sales and marketing for Nordics and Netherlands. JP Morgan JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas. 

Trading

MergersCorp M&A International

JUNE 25, 2025

For businesses operating under FINMA’s stringent oversight, a successful sale demands highly specialized advisory expertise. M&A Sale of FINMA Securities House Activities: Facilitating complex sales of securities firms, addressing diverse and high-risk regulated activities, from securities trading to market-making and underwriting.

Advisory

Mergers and Inquisitions

JUNE 11, 2025

Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. Your Opinion of the Deal – Will it benefit the company raising capital? So, you need paid services like Capital IQ for the best data and deal lists. Number of Deals: You just need one (1) deal discussion in nearly all cases.

M&A

The TRADE

JUNE 12, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. Previously in his career, he also spent seven years at Citi in equity sales trading roles. “We

Electronics

Periculum Capital

FEBRUARY 24, 2025

Periculum Capital Company, LLC (Periculum) is pleased to announce it advised Hope Plumbing (Hope or the Company), an Indianapolis-based provider of residential plumbing services, in its recapitalization by Redwood Services (Redwood). Faegre Drinker Biddle & Reath LLP served as Hopes legal advisor.

Sale

How2Exit

JUNE 16, 2025

Post-Exit Transition : Unlike many founders, she stayed on for three years post-sale to support the acquirer’s team—a 100-year-old company that had previously struggled with a hands-off acquisition. With a toolkit sharpened by real-world exits, financial modeling, and capital raising, she speaks the language of business fluently.

M&A

The TRADE

AUGUST 12, 2025

Digital Assets has demonstrated that real-time, 24/7 financing is within reach on the Canton Network,” said Dan Eckstein, head of rates sales at Virtu Financial.   The post Tradeweb and Virtu among working group to collaborate with Digital Asset on UST transaction appeared first on The TRADE.

Collaboration

Lake Country Advisors

AUGUST 6, 2025

Your timeline, your involvement after the sale, and the way your business is run going forward are all influenced by who takes over. How Much Control Do You Want to Keep After the Sale? Competitor : Most competitor buyers expect you to step away soon after the sale closes. Employee : A sale to your team often takes the longest.

Investors

The TRADE

JUNE 9, 2025

Speaking about his new appointment, McLean said: “There is significant opportunity in both private capital markets and ECM across Australia and New Zealand and I look forward to growing the team and delivering for our clients.” The post People Moves Monday: RBC, Amundi, Siebert Williams Shank and more… appeared first on The TRADE.

Capital Market

Lake Country Advisors

JUNE 24, 2025

In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale. Why Financial Metrics Matter in a Business Sale Most deals fall apart not because the business lacks potential, but because the numbers don’t hold up under scrutiny.

Business

The TRADE

AUGUST 4, 2025

He joins from Jefferies where he had most recently spent five years as vice president, focused on outsourced trading and relationship management and prime sales for new launch hedge funds.

Trading

CNBC: Investing

JUNE 26, 2025

When contemplating the sale of covered calls, an investor must answer two key questions: Is one's thesis regarding the anticipated price behavior neutral to mildly bullish, which is generally the ideal setup for covered call selling? You'll observe that the calls offering the lowest annualized yield, the Aug.

S&P

CNBC: Investing

JULY 12, 2025

"Given the operational momentum in the business, strong combination of wireless and fiber assets and targeted return of capital over the next several years, we believe T should trade more closely to TMUS than VZ," he wrote, he wrote referring to T-Mobile and Verizon by their ticker symbols. Disney shares are up almost 8% this year.

Stock

Lake Country Advisors

MAY 9, 2025

This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management.

Middle Market

Sun Acquisitions

JULY 24, 2025

Compounding this opportunity is another development: Buyers have loads of capital to deploy and are highly motivated. “We were delighted with the sale price.” Year after year, private equity continues to raise record amounts of money to fund transactions. They also have anxious investors and timelines to meet.

Manufacturing

Beyond M&A

DECEMBER 18, 2024

For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. It is very handy for a sales meeting and impressively quick. The potential for Agentic AI to disrupt existing business models and create new markets is immense.

Investors

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

M&A

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

M&A

iMerge Advisors

APRIL 15, 2025

But when it comes time to sell your company or raise capital, what once felt like a technical shortcut can become a legal and financial landmine. Without clear ownership, you cant transfer rights in a sale. See: Asset versus Stock Sale ) Reps and Warranties: Expect detailed reps around OSS usage, license compliance, and IP ownership.

M&A

The TRADE

JULY 14, 2025

Bank of America Merrill Lynch Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading. Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020.

Investment Manager

The TRADE

JULY 7, 2025

Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading. Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020.

Banking

The TRADE

JULY 2, 2025

The post UBS taps GTN for new sales trader appeared first on The TRADE.

Sale

How2Exit

DECEMBER 2, 2024

Jamie leverages his skills through Monopoly Capital to assist small to medium-sized enterprises (SMEs) in enhancing their operations and preparing for acquisitions or successful exits. Jamie shares his transformative journey from discovering his passion for business after watching "The Thomas Crown Affair" to co-founding Monopoly Capital.

Business

The TRADE

JULY 7, 2025

Citadel Securities Citadel Securities has named Scott Rubner the firm’s new head of equity and equity derivatives strategy.   Before his time at Goldman Sachs, Rubner worked at Merrill Lynch for more than ten years, most recently serving as a director.

Asset Management

Growth Business

FEBRUARY 10, 2025

Once those numbers grow, everything from traffic to sales flows downstream from that over time. Creators can build substantial incomes from course sales alone. So long as you dont give in to the internal pressure to turn it into marketing (and ruin the content) this can drive high awareness numbers.

Business