Fri.Jun 27, 2025

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Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Businesses can make informed decisions and mitigate risks by conducting thorough due diligence and accurately valuing a target company. Due Diligence: A Deep Dive Due diligence is a comprehensive investigation of a target company’s financial, operational, and legal aspects.

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New State Street research claims the lines between front- and back-office data are blurring

The TRADE

Back-office data is increasingly moving beyond its core purposes and being used to support commercial front-office functions such as investment strategy and distribution by a substantial proportion of institutions, State Street has concluded from a piece of far-reaching research. In a survey of 920 asset managers, asset owners, wealth managers, and insurers across North America, Europe, the UK, APAC, the Middle East, and Latin America, State Street found that nearly one-third (32%) of responde

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Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

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PIMCO Closed-End Funds Announce Shareholder Approval of Issuance of Common Shares in Proposed Reorganizations

Global Newswire by Notified: M&A

NEW YORK, June 27, 2025 (GLOBE NEWSWIRE) -- At a joint special meeting earlier today, common shareholders of each of PIMCO Municipal Income Fund II (NYSE: PML), PIMCO New York Municipal Income Fund II (NYSE: PNI) and PIMCO California Municipal Income Fund (NYSE: PCQ) (each, an “ Acquiring Fund ”) approved the issuance of additional common shares in connection with each of the below reorganizations, as applicable (each, a “ Merger ” and collectively, the “ Mergers ”):

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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities

CNBC: Investing

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Fidelity Investments, Nasdaq Ventures, Robinhood among investors in Bruce Markets’ ATS

The TRADE

Broker-dealer Bruce Markets’ Alternative Trading System (ATS) offering has announced a new strategic investment round, led by leading industry players including Fidelity Investments, Nasdaq Ventures, and Robinhood. Jason Wallach Other investors include: Apex Fintech Solutions, NH Investment and Securities, PEAK6 Investments, tastytrade, and Webull. Gary Offner, head of Nasdaq Ventures, said: “As capital flows become increasingly global and investors seek access to markets across all time zones

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Dave Cantin Group Facilitates Two California Dealership Transactions in One Week Amid Acceleration in Automotive M&A Activity

Global Newswire by Notified: M&A

Accessibility: Skip TopNav Dave Cantin Group Facilitates Two California Dealership Transactions in One Week Amid Acceleration in Automotive M&A Activity DCG sees significant momentum building for Q3/Q4 deal closings June 27, 2025 08:00 ET | Source: Dave Cantin Group Dave Cantin Group NEW YORK, June 27, 2025 (GLOBE NEWSWIRE) -- The Dave Cantin Group (DCG), a leading mergers and acquisitions advisory company to retail automotive groups and their owners, today announced the successful closings o

M&A
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The Trump era DOJ and FTC: a return to merger remedies

JD Supra: Mergers

This new stance, however, does not signal unchecked dealmaking for transacting parties. The Federal Trade Commission (FTC) and Department of Justice (DOJ) are simultaneously emphasizing that robust, evidence-based enforcement is necessary to protect against potentially anticompetitive deals. Remedy flexibility is described as a key tool for the new Trump Administration’s more targeted enforcement approach.

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B. Riley Farber and GlassRatner Acquired by Toronto-Based TorQuest Partners

Global Newswire by Notified: M&A

Firm to Rebrand as GlassRatner and Positioned to Build & Grow an Independent Advisory Business in Canada Firm to Rebrand as GlassRatner and Positioned to Build & Grow an Independent Advisory Business in Canada

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The PE Briefing: Q2 2025

JD Supra: Mergers

The clouds of uncertainty that rapidly formed in early 2025 continue to drift over the private equity landscape in Canada and globally. Tariffs and geopolitics are subduing deal making and investment opportunities, particularly in duty-exposed industries. Deeper and sharper due diligence means deals are taking longer to be done.

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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

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Portman Ridge Finance Corporation Announces Shareholder Approval of Merger with Logan Ridge Finance Corporation

Global Newswire by Notified: M&A

NEW YORK, June 27, 2025 (GLOBE NEWSWIRE) -- Portman Ridge Finance Corporation (NASDAQ: PTMN) (“Portman Ridge” or “PTMN”) announced today that it obtained shareholder approval for the issuance of PTMN common stock in connection with the proposed merger of Logan Ridge Finance Corporation (NASDAQ: LRFC) (“Logan Ridge” or “LRFC”) with and into PTMN (the “Share Issuance Proposal”) following the adjourned special meeting of shareholders held on June 27, 2025.

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HSBC upgrades Nike shares after earnings beat, says inflection is 'finally here'

CNBC: Investing

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Form 8.3 - Tritax Big Box Reit Plc

Global Newswire by Notified: M&A

8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the.

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Traders head into the second half of the year with stocks at all-time highs, jobs report pending

CNBC: Investing

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S&P
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Enhance Customer Value: Unleash Your Data’s Potential

The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

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Form 8.3 - Unite Group Plc

Global Newswire by Notified: M&A

8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the.

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Dan Niles says investors have to 'forget about' valuations and names his favorite tech stocks

CNBC: Investing

The money manager's comments come as the market rallies to record highs.

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How to Identify Your Most Profitable Service Lines and Market Around Them 

Align Business Advisory Services

When preparing a business for growth, and for the possibility of a future sale, many owners overlook a powerful lever hiding in plain sight: optimizing for their best-performing service lines. Not all services are created equal, and marketing only at the brand level or uniformly across all offerings can dilute results. Instead, focusing your strategy.

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Puff, Puff, Pass the Assets: Purchasing Distressed Assets in the Cannabis Sphere

JD Supra: Mergers

Following years of explosive growth and regulatory change, the cannabis industry is at a turning point. Initial enthusiasm has fallen to harsh realities, and many cannabis businesses must address mounting financial pressure, operational inefficiency, and limited capital access.

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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

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

Global Newswire by Notified: M&A

Accessibility: Skip TopNav GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand Embarks on a New Chapter of Growth and Innovation June 27, 2025 09:55 ET | Source: GlassRatner GlassRatner Atlanta, GA, June 27, 2025 (GLOBE NEWSWIRE) -- GlassRatner Advisory & Capital Group, LLC (“ GlassRatner ”), a leading provider of specialty professional and advisory services has reestablished itself as an independent brand following its acquisition by TorQuest Partners fro

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Trump Encourages Powell to Resign in Latest Attack on the Fed Chair

The New York Times: Banking

Jerome H. Powell, whose term does not expire until May, has argued that the central bank can afford to be patient about cutting interest rates amid uncertainty about the economic outlook.

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Brand impersonation at scale: How lookalike domains bypass traditional defenses

Cisco: M&A

With more than 30K lookalike domains identified in 2024, organizations need the visibility and context to detect and respond to threats. Learn how to do that.

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Here are Friday's biggest analyst calls: Nvidia, Amazon, Boeing, Nike, Disney, CoreWeave and more

CNBC: Investing

Here are Friday's biggest calls on Wall Street.

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Deliver Mission Critical Insights in Real Time with Data & Analytics

In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

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Ohio Federal Court Grants Motion to Confirm Arbitrator’s Award of Attorneys’ Fees and Costs to Prevailing Party

JD Supra: Mergers

In Preferred Wireless LLC v. T-Mobile USA Inc., the U.S. District Court for the Southern District of Ohio addressed a motion by defendant T-Mobile to confirm an arbitrator’s award of attorneys’ fees and costs, and also addressed a motion by plaintiff Preferred Wireless to vacate that award.

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Ron Baron says he will never sell SpaceX in his lifetime

CNBC: Investing

The Baron Capital CEO's conviction in the private space exploration company springs from the extraordinary growth seen since his original investment in 2017.

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OpenAI hires team behind AI recommendation startup Crossing Minds

TechCrunch: M&A

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Buy this megacap tech stock that's set to rally more than 20% due to AI, says Citizens

CNBC: Investing

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Using Data & Analytics for Improving Healthcare Innovation and Outcomes

In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

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Scage International Limited and Finnovate Acquisition Corp. Announce Closing of Business Combination and Listing on Nasdaq

Global Newswire by Notified: M&A

BEIJING, June 27, 2025 (GLOBE NEWSWIRE) -- Scage International Limited (“Scage International” or the “Company”), a zero-emission solution provider of new energy heavy-duty commercial vehicles and e-fuel solutions, and Finnovate Acquisition Corp (“Finnovate”) (OTC: FNVTF), a special purpose acquisition company, today announced the completion of their previously announced business combination (the “Business Combination”).

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Coinbase is the best-performing stock in the S&P 500 in June, and may have even more room to run

CNBC: Investing

Coinbase is on pace for its third straight monthly gain, the first time it's put together a three-month rally since the end of 2023.

S&P
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Dimensional Fund Advisors Ltd. : Form 8.3 - UNITE GROUP PLC/THE - Ordinary Shares

Global Newswire by Notified: M&A

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the.

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Play this natural gas stock for a big breakout, says Carter Worth

CNBC: Investing

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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?