Tue.Jul 01, 2025

article thumbnail

Effective Integration Strategies for a Seamless Merger

Sun Acquisitions

Mergers and acquisitions (M&A) are exciting opportunities to unlock growth, drive innovation, and enhance market competitiveness. Far from being disruptive, a well-managed merger or acquisition can create a more vital, dynamic organization capable of delivering excellent value to customers, employees, and stakeholders. The key lies in seamless integration—bringing together the strengths of both entities to maximize potential while preserving the unique qualities that made each successful.

Mergers 75
article thumbnail

DOJ’s M&A Safe Harbor Highlights Importance of Post-Close Due Diligence and Integration

JD Supra: Mergers

On June 16, the U.S. Department of Justice’s (DOJ’s or Department’s) National Security Division (NSD or Division) announced they had declined to prosecute the private equity firm White Deer Management LLC for violations of U.S. sanctions and export control laws committed by a company it acquired, Unicat Catalyst Technologies LLC. This marks the first declination by the DOJ since the Department released its Merger and Acquisitions Policy in March 2024.

M&A 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The most active PE firms doing add-ons and why it matters

Private Equity Info

In today’s deal environment, where platform investments have slowed, many private equity firms are doubling down on add-on acquisitions as a strategic growth lever. To identify the leaders in this space, we analyzed our M&A database to determine the most active private equity players executing add-on deals.

article thumbnail

Private Company M&A - Reverse Diligence: Questions Sellers Should Ask of Bidders

JD Supra: Mergers

When selling a private company, Sellers understandably focus on providing bidders with a comprehensive data room packed with detailed documents and information about every aspect of their business. They expect bidders to pore over the materials and come to the table armed with a long list of due diligence follow-ups and other questions. Yet, in the grand sweep (and sometimes diligence fog) of an M&A deal, Sellers often overlook the critical importance of proactively asking and receiving answ

M&A 130
article thumbnail

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?

article thumbnail

SIX closes Aquis acquisition

The TRADE

SIX has completed its acquisition of Aquis, eight months after the deal was first announced. David Stevens The Swiss exchange agreed to acquire the entire issued and to be issued ordinary share capital of Aquis – v aluing the entire issued and to be issued share capital of Aquis at approximately £207 million (based on treasury stock methodology) – back in November 2024.

article thumbnail

Integrating Sale-Leaseback Transactions with Mergers and Acquisitions: A Value-Maximization Strategy

JD Supra: Mergers

When business owners contemplate transitioning to their next venture or life phase, strategically combining a sale-leaseback transaction with a merger and acquisition (M&A) deal can unlock substantial value and optimize outcomes for the seller. This approach not only provides immediate capital but also enhances the overall attractiveness of the business in the M&A landscape.

More Trending

article thumbnail

[Video] First 100 Days of the New HSR Rules with Antitrust Partner Kara Kuritz

JD Supra: Mergers

Since the FTC’s updated HSR rules took effect, merger filings have become more complex, time-consuming, and risk-sensitive. In this brief video, Antitrust Partner Kara Kuritz explains how the new framework is changing the way companies prepare for and navigate merger review — and what executives and policymakers need to know to stay ahead.

Mergers 130
article thumbnail

Deals Don’t Fail on Paper—They Fail in People

How2Exit

E286: Deals Don’t Fail on Paper—They Fail in People - Watch here About the Guest: David Miller is a seasoned dealmaker with an unusually diverse portfolio. From growing a finance firm in the depths of the 2008 crisis to diving headfirst into cannabis cultivation, clean energy, and even competitive fashion, Miller blends strategy with heart.

M&A 130
article thumbnail

The Cost of M&A Integration / The Value of Preservation

Beyond M&A

I often wonder how many firms actually analyse the value delivered after an M&A deal closes. Not the PR version. Not the slide deck. But a real, cold look at whether the deal delivered anything meaningful beyond headlines and internal political wins. We all know the horror stories — write-downs, culture clashes, strategy U-turns. Think eBay and Skype.

M&A 130
article thumbnail

Form 8.3 - AXA INVESTMENT MANAGERS: Unite Group plc

Global Newswire by Notified: M&A

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

article thumbnail

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.

article thumbnail

Cliff Asness’ AQR sees multiple hedge funds up double digits in 2025, beating the market

CNBC: Investing

The Apex strategy from Cliff Asness' firm combines stocks, macro and arbitrage trades.

Funds 74
article thumbnail

Focus Strategies Investment Banking Promotes Connor Watson to Associate

Focus Strategies

Focus Strategies Investment Banking (“Focus Strategies”), a leading middle market investment bank based in Austin, Texas, is pleased to announce the promotion of Connor Watson to Associate. The post Focus Strategies Investment Banking Promotes Connor Watson to Associate first appeared on Focus Strategies Investment Banking.

article thumbnail

Wall Street analysts are highlighting these stock turnaround stories

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Stock 67
article thumbnail

Form 8.3 - AXA INVESTMENT MANAGERS: Alpha Group International plc

Global Newswire by Notified: M&A

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

article thumbnail

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.

article thumbnail

Euronext in talks to acquire Athens Stock Exchange

The TRADE

Euronext has confirmed that it is currently in discussions to acquire the Athens Stock Exchange (ATHEX) in a deal thought to value the trading venue at €399 million (on a fully diluted basis). The talks with the board of directors of Hellenic Exchanges – Athens Stock Exchange specifically concerns a possible offer to acquire up to 100% of the shares in ATHEX.

Stock 59
article thumbnail

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.

article thumbnail

ECB outlines plans to settle DLT transactions using central bank money

The TRADE

The European Central Bank (ECB) has taken a major stride forward in enabling the settlement of distributed ledger technology (DLT) transactions using central bank money through revealing a two-track approach. The move represents a landmark moment in Europe creating a future-proofed tokenised, DLT-based market infrastructure – an inevitable next step for the world’s capital markets.

Banking 52
article thumbnail

Marex completes acquisition of FX specialist Hamilton Court Group

Global Newswire by Notified: M&A

Marex completes acquisition of FX specialist Hamilton Court Group.

article thumbnail

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.

article thumbnail

Despite Pressure From Trump, Powell Remains Patient on Rate Cuts

The New York Times: Banking

The Federal Reserve chair said the central bank would make decisions on interest rates based on data.

Bank 73
article thumbnail

These new options-based funds aim to deliver positive return whether stocks rise or fall

CNBC: Investing

Innovator's dual direction ETFs are a new twist on the buffer funds that have seen soaring popularity.

Funds 66
article thumbnail

Form 8.3 - AXA INVESTMENT MANAGERS: PRS REIT plc

Global Newswire by Notified: M&A

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

article thumbnail

Tax Implications of the One Big Beautiful Bill Act in the U.S. Energy Industry

JD Supra: Mergers

On May 22, 2025, the House Budget Committee approved the President Trump-supported tax legislation called the One Big Beautiful Bill Act (the “OBBBA”). As the OBBBA works its way through Congress with the Senate targeting a self-imposed July 4th deadline, the House-approved version contains certain provisions that are expected to have a significant impact on mergers and acquisitions (“M&A”) activity and ongoing business operations in the U.S. energy sector.

article thumbnail

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.

article thumbnail

Form 8.5 (EPT/RI) - Anexo Group Plc

Global Newswire by Notified: M&A

FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule.

40
article thumbnail

Best stocks: The 10 most exciting names of the summer and one more on the verge of a breakout

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Stock 78
article thumbnail

Collaboration, Conservation, and Courage: Key Takeaways from the ACG Water Roundtable

Focus Investment Banking

Collaboration, Conservation, and Courage: Key Takeaways from the ACG Water Roundtable At a time when water issues in California are reaching a critical juncture, the ACG Water Roundtable—hosted by FOCUS Investment Banking —brought together some of the most experienced voices in agriculture , water policy, and environmental stewardship. Moderated by Chase Hurley, the panel featured in-depth commentary and open discussion from Geof Vanden Heuvel, Austin Ewell, and Steve Jackson—each bringing decad

article thumbnail

Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Amazon, Meta, Hasbro, Boeing, Robinhood & more

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

S&P 74
article thumbnail

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.

article thumbnail

Can You Register and Sell Trademarks Without Business Goodwill Attached? Short Answer, Probably Not.

JD Supra: Mergers

Legal Issue: Some people think you can just sell a trademark for profit. Sometimes these are called trademark farms where people will register a trademark only to sell it. Another situation arises where a company is purchasing a failing company only for their trademark. Sometimes they do this to get a priority filing date to beat out another person claiming rights to a trademark.

Business 130
article thumbnail

A low-risk options trade on this IT services stock that recently sold off

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

Trading 71
article thumbnail

Del. Chancery Addresses Purchase Price Adjustment Provisions

Deal Lawyers

Purchase price adjustment disputes often involve intricate interpretive issues in which the meaning of terms that the parties thought they had agreed upon during the negotiation process becomes hotly disputed. Not infrequently, the parties call upon the Chancery Court to sort things out. Vice Chancellor Will’s decision in Northern Data AG v. Riot Platforms, (Del.

article thumbnail

Scoop up tax-free yield and keep price fluctuations in check with these bonds

CNBC: Investing

Skip Navigation Markets Pre-Markets U.S. Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White

article thumbnail

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?