Consulting and M&A - Investment Banking Today

“AI Fatigue” and the Forgotten Fundamentals of M&A

Beyond M&A

JUNE 30, 2025

I recently had lunch today with a prominent M&A figure from New York. We work in the same field and have the same opinion: M&A is about relationships. Without trust, without connection, M&A turns into a game of contractual warfare. And in our world of M&A, AI is supposedly “coming for us” too.

M&A

M&A Negotiation Consulting IT

Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

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.

M&A

M&A Business Finance Finance

M&A Advisor Names Align a 2024 “Consulting Firm of the Year” Finalist

Align Business Advisory Services

OCTOBER 1, 2024

On September 30, 2024, The M&A Advisor announced the finalists for the 23rd Annual M&A Advisor Awards, recognizing excellence across the industry. Align Business Advisory Services has been named a finalist in the prestigious “Consulting Firm of the Year” category.

M&A

M&A Consulting Advisory Business

Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A

M&A Consulting Mergers and Acquisitions Valuation

Navigating the North Sea: NSTA Releases New Guidance to Streamline M&A Transactions

JD Supra: Mergers

NOVEMBER 13, 2024

Publication of the Guidance followed a consultation launched on 28 March 2023 inviting industry feedback from licensees, infrastructure owners and potential future investors. By: Bracewell LLP

M&A

M&A Consulting Investors

How Will ChatGPT Change M&A?

Midaxo

APRIL 17, 2023

The introduction of ChatGPT and GPT-4 marks a significant transformation in the way all types of ‘knowledge work’, including M&A and corporate development, will be carried out. For example, take the following prompt: “How could <company name> create value through M&A?”

M&A

M&A Mergers and Acquisitions Consulting Book-building

4 Characteristics of a Winning M&A Pipeline

Midaxo

APRIL 23, 2024

Building a successful M&A pipeline is challenging. During our recent webinar, “ 4 Steps to Build a Winning M&A Pipeline ,” we discussed the four characteristics that stood out. investment banks, analyst firms, strategic consultancies.). How do the best in the business do it? We asked them. This is hard to do.

M&A

M&A Investment Banking Analyst Corporation Investment Banking

Capitalizing on ESG-Related Synergies in M&A

Deal Lawyers

OCTOBER 18, 2023

In recent years, achieving synergies associated with a target’s ESG strengths to enhance the combined company’s revenues and profitability has become an increasingly important part of many M&A transactions. This Boston Consulting Group memo provides some insights into best practices for achieving ESG-related synergies.

M&A

M&A Capital Consulting Profitability

Continued Growth in Software and IT Services M&A Expected in 2025

Solganick & Co.

DECEMBER 20, 2024

December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. Forecast for 2025: Continued Growth: M&A activity is expected to continue to rise in 2025, with a focus on strategic acquisitions and digital transformation.

M&A

M&A Mergers and Acquisitions IT Valuation

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

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

M&A Capital Investment Banking Business

UK Solvency II Reform - Implications for M&A

JD Supra: Mergers

SEPTEMBER 14, 2023

The Prudential Regulation Authority’s (PRA) recent consultation paper (“CP 12/23 – Review of Solvency II: Adapting to the UK insurance market”) delivers proposals that will play a significant role in the overall reform. The post-Brexit Solvency II reform aims for a more competitive and dynamic insurance sector in the UK. Whilst the PRA’s.

M&A

M&A Insurance Consulting

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A

M&A Mergers and Acquisitions Book-building Business

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

PCE

JUNE 9, 2025

Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors. Client-First Focus Known for his thoughtful approach and sharp execution, Brad brings a unique blend of M&A insight and industry perspective.

M&A

M&A Mergers and Acquisitions Valuation Capital Raising

M&A Masterclass: Building and Exiting Businesses in Health & Beauty with Tina Bradley

How2Exit

APRIL 29, 2024

b' E207: M&A Masterclass: Building and Exiting Businesses in Health & Beauty with Tina Bradley - Watch Here rn rn About the Guest(s): rn Tina Bradley is a seasoned entrepreneur with a rich background in various business ventures, starting from her entrepreneurial journey at the age of nine.

M&A

M&A Business Mergers and Acquisitions Acquisitions

M&A Update: Salesforce Consulting Partners, YTD 2024

Solganick & Co.

AUGUST 25, 2024

August 26, 2024 – Solganick has published its latest industry sector mergers and acquisitions (M&A) update on the Salesforce Consulting Partners sector. July 2024 Bell CloudKettle •Canada based Bell acquires CloudKettle to strengthen its Salesforce consulting practice in Canada and the U.S.

Consulting

Consulting M&A Mergers and Acquisitions Mergers

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

M&A Advisory Economics Mergers and Acquisitions

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A

How2Exit

APRIL 17, 2023

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A. How2Exit.com embraces this concept, and to help facilitate community in small to medium M&A, we meet twice a month. Take Neil Medwood, for example. To find out more, click Here.

M&A

M&A Consulting IT Business

Equiteq Builds On Market Momentum With Strategic Hire Of Key Leaders

Equiteq

JUNE 30, 2025

Equiteq, a global investment bank specializing in the technology services and consulting sector, announced today the hiring of six senior industry bankers.

Investment Banking

Investment Banking M&A Consulting Bank

M&A 101: 5 key things many business leaders don’t know

Growth Business

JANUARY 29, 2024

By Jeannette Linfoot on Growth Business - Your gateway to entrepreneurial success Mergers and acquisitions (M&As) are essential in the corporate world, as companies buy and sell each other to expand their businesses and increase profitability. Once this offer has been presented, the two companies can negotiate terms in more detail.

M&A

M&A Business Mergers and Acquisitions Negotiation

M&A Blog #24 - Merger Relative Valuation

Francine Way

JUNE 22, 2020

Many things have happened since then, including having 2 Corporate Development & Strategy jobs with a large, domestic conglomerate in Jacksonville, Florida and a smaller international technology company in Seattle, Washington. As a Corporate Development & Strategy personnel, my task was to answer these questions.

Valuation

Valuation M&A Mergers Mergers and Acquisitions

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe

How2Exit

MARCH 7, 2023

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe. Ron Concept 1: Know The Risks of M&A When it comes to mergers and acquisitions (M&A), it is essential to understand the risks involved. -Ron M&A can be a great way to expand a business, but it can also be very risky.

M&A

M&A Investors Mergers and Acquisitions IT

Bob Lipton Joins FOCUS Investment Banking as Managing Director in Human Capital Management Team to Expand M&A Services to the Legal Community

Focus Investment Banking

JANUARY 8, 2025

With decades of experience in law firm M&A, legal staffing and recruiting and private equity, Lipton brings unparalleled knowledge and a track record of success to the firm Bob Lipton has extensive experience advising businesses on mergers and acquisitions, growth strategies, and operational efficiencies within the HCM space.

Investment Banking

Investment Banking M&A Management Capital

M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser

How2Exit

NOVEMBER 27, 2023

b' E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A

M&A Mergers and Acquisitions Profitability Securities

Indegene acquires Trilogy Writing & Consulting GmbH, a medical writing consultancy

Global Newswire by Notified: M&A

MARCH 27, 2024

Indegene acquires Trilogy Writing & Consulting GmbH, a medical writing consultancy.

Consulting

Consulting Medical

MERGERSCORP and CHINAMERGER Announce Execution of a Strategic Memorandum of Understanding

MergersCorp M&A International

JUNE 21, 2025

MERGERSCORP, a leading American investment banking firm specializing in cross-border mergers and acquisitions, and CHINAMERGER, a prominent Chinese M&A advisory firm, today announced the signing of a strategic Memorandum of Understanding (MOU). and Chinese markets. and Chinese business environments. and Chinese business environments.

Mergers and Acquisitions

Mergers and Acquisitions Advisory Investment Banking Corporate Finance

Around the World with Cisco: From Student to Intern to CX Consulting Engineer

Cisco: M&A

JULY 9, 2024

Beate's Cisco journey began with an internship in Australia, introducing her to a world of career opportunities, and a consulting engineer role in her home of Norway.

Engineering

Engineering Consulting

M&A Update: AWS Services Partners, YTD 2024

Solganick & Co.

AUGUST 21, 2024

August 20, 2024 – Solganick has published its latest mergers and acquisitions (M&A) update on AWS Services Consulting Partners. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion.

M&A

M&A Mergers and Acquisitions Consulting Mergers

Don’t Discount the Value of Alternative Deal Types

Deal Lawyers

NOVEMBER 12, 2023

Last month, Boston Consulting Group released its 2023 M&A Report in four chapters. Since these reports have been issued annually since 2003, the first chapter, “Ten Lessons from 20 Years of BCG’s M&A Report,” discusses long-term trends over the last two decades and key takeaways.

M&A

M&A Consulting IT

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

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

Advisory Private Equity Consulting Accountant

12 Concepts We Can Learn About M&A Deals and Attorneys From How2Exit's Interview Mathew Saur

How2Exit

MAY 15, 2023

He also provides strategic consulting services, such as helping businesses cut costs, make more money, and create creative partnerships. Fortunately, he was able to get a consulting gig in IT, running big projects and data centers. Fortunately, he was able to get a consulting gig in IT, running big projects and data centers.

M&A

M&A Mergers and Acquisitions Private Equity Business

The Dékuple Group acquires a majority stake in the consulting agency Le Nouveau Bélier, asserting its expertise in advertising strategy for Retail

Global Newswire by Notified: M&A

SEPTEMBER 18, 2023

The Dékuple Group acquires a majority stake in the consulting agency Le Nouveau Bélier, asserting its expertise in advertising strategy for Retail.

Consulting

Consulting Retail IT

Comprehensive Guide to M&A Due Diligence in Today’s Turbulent Economic Environment

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. According to a study by Deloitte, over 90% of M&A deals fail to achieve their objectives, often due to inadequate due diligence.

Economics

Economics M&A Management Financial Statement

11 Concepts We Can Learn About Why People Are The Important Part Of An M&A Deal From How2Exit's Interview W/ Kison Patel

How2Exit

JUNE 26, 2023

Kison Patel, CEO and founder of M&A Science, is an expert in the M&A industry. He provides the best crowdsource-based educational resource and technology solutions to the M&A industry. According to Kison, the M&A industry has traditionally been finance-focused.

M&A

M&A Mergers and Acquisitions Acquisitions IT

10 Concepts You and I Can Learn About M&A and Creative Deal Structuring From How2Exit's Interview With Roland Frasier Investor, Business Mentor and Strategist

How2Exit

MARCH 24, 2023

Ron Concept 1: Play A Bigger Game In today's society, it's easy to get stuck in a rut. We often feel content with the status quo, and don't want to challenge ourselves to do more. However, if we want to reach our full potential, it's important to challenge ourselves to play a bigger game. This is where investing with skills and experience can help.

M&A

M&A Business Mergers and Acquisitions Investors

Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Visit www.kavaliro.com About Accordion Accordion is a financial consulting firm uniquely focused on private equity. ORLANDO, FL.,

Consulting

Consulting Sale IT M&A

Energy Matters in Tech DD

Beyond M&A

JULY 7, 2025

I recall one CEO — previously a DD consultant — who did exactly this.) The post Energy Matters in Tech DD appeared first on Technology Due Diligence | IT Due Diligence UK | Beyond M&A. Some teams come in hot — sharp, switched on, ready to go. It’s less pulling teeth, more dragging a piano uphill in flip-flops.

IT

IT Investors M&A Consulting

Business Services 2Q 2024 M&A Report

Focus Investment Banking

JULY 17, 2024

2Q 2024 M&A Report : This quarter there was a noticeable increase in demand for specialized business services within middle market M&A transactions. This period also saw a rise in competition, with boutique consulting firms focusing on specific niches and providing innovative strategies to adapt to changing market conditions.

M&A

M&A Business Middle Market Boutique

“Understanding Activism” Podcast: Garrett Muzikowski on Recent Developments & Activism Trends

Deal Lawyers

MARCH 11, 2025

Ho and I were joined by Garrett Muzikowski, Managing Director, M&A, Activism & Governance Advisory at FTI Consulting. Weve recently posted another episode of ourUnderstanding Activism with John & J.T. This time, J.T. We spoke with Garrett about recent developments and trends in activism.

Advisory

Advisory Consulting M&A Government

NV5 Acquires CHW Professional Consultants, Strengthening Florida Infrastructure Design and Survey Services

Global Newswire by Notified: M&A

JANUARY 25, 2024

the “Company” or “NV5”) (Nasdaq: NVEE) , a provider of technology, conformity assessment, and consulting solutions, announced today that it has acquired CHW Professional Consultants (CHW), a leading provider of engineering and infrastructure consulting services in Florida. HOLLYWOOD, Fla.,

Consulting

Consulting Engineering IT

Human Capital Management M&A Report – First Half 2024

Focus Investment Banking

AUGUST 5, 2024

DOWNLOAD THIS REPORT The post Human Capital Management M&A Report – First Half 2024 appeared first on FOCUS. DOWNLOAD THIS REPORT The post Human Capital Management M&A Report – First Half 2024 appeared first on FOCUS.

M&A

M&A Capital Management Recruitment

Navigating Family Business Succession Planning for M&A Success

Sun Acquisitions

OCTOBER 9, 2024

In the dynamic landscape of mergers and acquisitions (M&A), the intricacies of family business succession planning often need to be addressed. However, understanding and effectively managing this process is crucial for ensuring a smooth transition and long-term success, especially in M&A activities.

M&A

M&A Business Mergers and Acquisitions Government

Business Services 1Q 2024 M&A Report

Focus Investment Banking

APRIL 30, 2024

1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies. Download the full report here.

M&A

M&A Business Middle Market Boutique

Data Analytics M&A and Market Update 1H 2024

Solganick & Co.

JUNE 2, 2024

has published its latest mergers and acquisitions (M&A) and market update and report on the data analytics sector. It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. Solganick & Co. until 2030.

M&A

M&A Mergers and Acquisitions Mergers Valuation

08-10-2023 Newsletter: Corporate Development @ Disney

OfficeHours

AUGUST 10, 2023

We are excited to invite you to our upcoming webinar, a unique opportunity to gain insights from an industry professional who transitioned successfully from being an M&A Investment Banking Analyst at RBC Capital Markets into a Senior Strategy Analyst at The Walt Disney Company. Where do you currently stand in On-Cycle 2025 Recruiting?

Corporation

Corporation Recruitment Investment Banking Analyst M&A

“AI Fatigue” and the Forgotten Fundamentals of M&A

Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

Trending Sources

M&A Advisor Names Align a 2024 “Consulting Firm of the Year” Finalist

Creating an M&A Playbook with ChatGPT as Your Consultant

Navigating the North Sea: NSTA Releases New Guidance to Streamline M&A Transactions

How Will ChatGPT Change M&A?

4 Characteristics of a Winning M&A Pipeline

Capitalizing on ESG-Related Synergies in M&A

Continued Growth in Software and IT Services M&A Expected in 2025

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

UK Solvency II Reform - Implications for M&A

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

M&A Masterclass: Building and Exiting Businesses in Health & Beauty with Tina Bradley

M&A Update: Salesforce Consulting Partners, YTD 2024

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A

Equiteq Builds On Market Momentum With Strategic Hire Of Key Leaders

M&A 101: 5 key things many business leaders don’t know

M&A Blog #24 - Merger Relative Valuation

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe

Bob Lipton Joins FOCUS Investment Banking as Managing Director in Human Capital Management Team to Expand M&A Services to the Legal Community

M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser

Indegene acquires Trilogy Writing & Consulting GmbH, a medical writing consultancy

MERGERSCORP and CHINAMERGER Announce Execution of a Strategic Memorandum of Understanding

Around the World with Cisco: From Student to Intern to CX Consulting Engineer

M&A Update: AWS Services Partners, YTD 2024

Don’t Discount the Value of Alternative Deal Types

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

12 Concepts We Can Learn About M&A Deals and Attorneys From How2Exit's Interview Mathew Saur

The Dékuple Group acquires a majority stake in the consulting agency Le Nouveau Bélier, asserting its expertise in advertising strategy for Retail

Comprehensive Guide to M&A Due Diligence in Today’s Turbulent Economic Environment

11 Concepts We Can Learn About Why People Are The Important Part Of An M&A Deal From How2Exit's Interview W/ Kison Patel

10 Concepts You and I Can Learn About M&A and Creative Deal Structuring From How2Exit's Interview With Roland Frasier Investor, Business Mentor and Strategist

Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Energy Matters in Tech DD

Business Services 2Q 2024 M&A Report

“Understanding Activism” Podcast: Garrett Muzikowski on Recent Developments & Activism Trends

NV5 Acquires CHW Professional Consultants, Strengthening Florida Infrastructure Design and Survey Services

Human Capital Management M&A Report – First Half 2024

Navigating Family Business Succession Planning for M&A Success

Business Services 1Q 2024 M&A Report

Data Analytics M&A and Market Update 1H 2024

08-10-2023 Newsletter: Corporate Development @ Disney

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