Mon.Jun 09, 2025

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Doing Deals in the EU: Pitfalls in European M&A Transactions

JD Supra: Mergers

When analyzing mergers and acquisitions (M&A) in the European Union and related pitfalls that may arise, strategic and institutional investors should remember that, while the EU legal framework is harmonized in several fields, M&A transactions and contractual relationships in general are still very much driven by the local rules applicable in the relevant EU country.

M&A
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All Businesses Are Loosely Functioning Disasters

Beyond M&A

“All businesses are loosely functioning disasters.” – Brent Beshore I've had the privilege of peeking behind the curtain at 10,000+ businesses. Some observations: 1) All businesses are loosely functioning disasters. 2) Operating a small business feels like a daily knife fight where you get out of bed, try not to get stabbed, get back in bed,… [link] — Brent Beshore (@BrentBeshore) January 19, 2024 If you’ve ever built, scaled, or even just survived running a business, this quote probab

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Landmark European Commission Cartel Fines on No-poaching Agreements and Minority Shareholdings

JD Supra: Mergers

European Commission ("EC") issues its first fining decision for a no-poach agreement, and also sanctions for the first time the exchange of sensitive information between a company and its competing, non-controlling minority shareholder.

IT
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Trading Technologies enables access to GFO-X

The TRADE

Trading Technologies (TT) has provided its clients with a connection to GFO-X, the UK’s first regulated and centrally cleared trading venue for digital asset derivatives. Alun Green The firm has said that the integration follows increasing demand for centrally cleared cryptocurrency trading and digital asset trading, and access will be available through the TT platform.

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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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Delaware Chancery Court Finds Private Equity Majority Owner Not Liable to Minority Investors Where LLC Agreement Waived Fiduciary Duties

JD Supra: Mergers

In a recent decision, the Delaware Court of Chancery dismissed breach of fiduciary duty claims asserted by minority unitholders in connection with the acquisition of CityMD by VillageMD. In Kahn, et al. v. Warburg Pincus, et al., the minority unitholders of CityMD brought claims against Warburg Pincus, the private equity majority owner of CityMD, and other defendants, alleging, among other claims, breach of good faith and fair dealing in connection with the negotiation and consummation of.

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Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’

CNBC: Investing

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IPO

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People Moves Monday: RBC, Amundi, Siebert Williams Shank and more…

The TRADE

RBC Capital Markets RBC Capital Markets has named Geoffroy Samarcq as its new head of multi asset quantitative investment strategy (QIS) structuring, effective July 2025.   The new role will see Samarcq managing the multi asset QIS structuring teams out of New York, as well as helping to drive RBC’s positioning in the expanding QIS sector.   Samarcq previously held the title of managing director, head of US cross asset and global FICC strategic indices structuring at JP Morgan from October

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PCE Welcomes Bradley Scharfenberg as Vice President, M&A

PCE

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M&A
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Liontrust UK traders to join BNY as outsourced trading relationship begins

The TRADE

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. John Ions Liontrust announced that it was exploring outsourcing parts of its trading to BNY back in January, with initial plans at the time stated to be covering non-UK activity. Read more: Liontrust exploring outsourced trading arrangement with BNY The latest news confirms that the outsourced trading arrangement will see its UK-based traders join BNY’s buy-side trading s

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SEC Requests Public Comment on the Definition of Foreign Private Issuer

JD Supra: Mergers

On June 4, 2025, the Securities and Exchange Commission (SEC) issued a concept release soliciting public input on whether the definition of foreign private issuer (FPI) should be amended, particularly given the significant changes in the population of FPIs since 2003. The public comment period will remain open for 90 days following publication of the SEC’s concept release in the Federal Register.

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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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Private Equity Continues Push Into Professional Services

Focus Investment Banking

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms. Reliant on the unique talents and reputations of founders and partners and the cozy relationships they often had with large clients, professional services firms were viewed by outside investors as risky propositions.

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LSEG technology to power Brazilian exchange A5X

The TRADE

The London Stock Exchange Group (LSEG) has entered an agreement to provide trading, clearing and market surveillance technology to power Brazil’s next-generation derivatives and futures exchange, A5X. Ron Lefferts The agreement will see A5X operating LSEG’s integrated market infrastructure technology suite, which includes pre-trade risk management, ultra-low latency matching engine, market data distribution and real-time surveillance.

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Baird downgrades Tesla on Trump-Musk fallout and high robotaxi expectations

CNBC: Investing

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One Trading and LSEG Regulatory Reporting Solutions partner to meet European compliance standards

The TRADE

European crypto-assert exchange One Trading has partnered with LSEG Regulatory Reporting Solutions, in a bid to meet compliance standards across Europe. Joshua Barraclough The move will see the platform integrating the post-trade regulatory reporting services’ Mifir and Emir reporting infrastructure to provide an automated solution to align with EU reporting obligations.

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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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Ken Moelis to step down as chief executive of Moelis

Financial Times - Banking

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Trump tests limits of presidential authority by sending troops into LA Federal agents clash with anti-deportation protesters in LA Hedge funds circle dist

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Form 8.3 - Craneware 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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A cybersecurity play set to run even higher, and how to trade this week's inflation reports

CNBC: Investing

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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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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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This retail stock is expected to move more than 13% on earnings this week. How to trade it

CNBC: Investing

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When is a U.S. International Tax Attorney Needed?

JD Supra: Mergers

Individuals and businesses are frequently navigating transactions that span multiple countries. These transactions are often complex, as they navigate multiple jurisdictions’ unique — and often complicated — taxation systems. United States international tax laws are particularly complex and far reaching.

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How FSG transformed diligence into their competitive edge with Midaxo

Midaxo

When Christian Fulmino stepped in as Head of Corporate Development and M&A at Fiduciary Services Group (FSG)—a forward-thinking retirement services firm—he was tasked with a bold mission: to supercharge the company’s inorganic growth. Before his arrival, FSG’s completed just one or two deals annually, typically those introduced by investment bankers.

M&A
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Manufacturing’s moment: Why private equity is doubling down

Private Equity Info

Skip to content Solutions Investment Bankers Private Equity Investors Consultants & Advisors Executive Recruiters Business Owners Features Data Pricing Blog Newsletter Login Request a free trial Industry Trends Manufacturing’s moment: Why private equity is doubling down Posted June 9, 2025 by Divya Ravikumar Manufacturing isn’t typically the first word that comes to mind when thinking of high-growth, headline-making private equity deals.

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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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Callum on Building Trust, Board Power, and the Agglomeration Exit Strategy for Entrepreneurs

How2Exit

E283: Callum on Building Trust, Board Power, and the Agglomeration Exit Strategy for Entrepreneurs - Watch Here About the Guest: Andy Seeley Andy is the CEO and co-founder of Creatively Disruptive—a “revenue growth agency” that helps small businesses scale sustainably. His background is as varied as it is inspiring: from rugby coach to pizza delivery driver to sales manager at CarMax, to eventually buying and selling his own businesses.

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Tuesday’s big stock stories: What’s likely to move the market in the next trading session

CNBC: Investing

The S&P 500 posted slim gains on Monday as investors hoped for progress on trade talks between the U.S. and China. Here's what's on CNBC's radar Tuesday.

S&P
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Applying a “Meaningful Linkage” Standard, Delaware Superior Court Concludes Two Lawsuits Do Not “Arise Out Of” Interrelated Wrongful Acts

JD Supra: Mergers

The Delaware Superior Court has held that an underlying shareholder lawsuit and prior litigation alleging certain common facts did not arise out of Interrelated Wrongful Acts, and did not trigger either the Prior Notice or Pending and Prior Litigation Exclusions, concluding that there was no “meaningful linkage” between them.

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Here's where to find the best income opportunities right now, according to TCW CIO

CNBC: Investing

In this environment, investors looking for income may want to turn to securitized products, according to TCW's Bryan Whalen.

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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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Del. Chancery Grants Motion to Certify Questions of Constitutionality of SB 21

Deal Lawyers

Shortly after SB 21 was signed into law, John blogged about the possibility of constitutional challenges to the legislation — which soon thereafter became reality.

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These two high-profile chip stocks look overextended, says Katie Stockton

CNBC: Investing

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How to Sell Your Sign Manufacturing Business for a Premium

Sun Acquisitions

Building a great sign manufacturing business requires years of dedication and savvy decision-making. Yet creating a consistently profitable business is only step one. To be completely successful, you have to exhibit the same determined preparation and analytical thinking when it’s time to exit. The reality is buyers are going to work every angle possible to get better terms.

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Danny Moses of ‘The Big Short’ breaks down why he likes the unloved energy sector now

CNBC: Investing

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S&P
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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?