Thu.May 25, 2023

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When Is A Good Time To Make A Move? The Emotions & Excuses To Battle When Deciding

H. Friedman Search

The time is never right and other excuses we tell ourselves when choosing whether or not it’s the right time to make a move. Isn’t it true? Today’s blog is going to explore the mental issues behind making a move. Transition is never easy. It’s not just that we are concerned about what we are leaving behind, but it’s also what the future holds for us.

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TD Bank Eats $225 Million Termination Fee After AML Failures Doom Merger

JD Supra: Mergers

How much is an effective Anti-Money Laundering (“AML”) Compliance Program Worth? For Toronto-Dominion Bank (“TD”), the answer is at least $225 million––the amount that TD must now pay to First Horizon Bank, after backing out of a proposed $13.4 billion merger between the two on May 8, 2023.

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Del. Chancery Addresses “Substantially All” Issue in Asset Deal Challenge

Deal Lawyers

Section 271 of the DGCL requires stockholder approval of a sale of “substantially all” the assets of a Delaware corporation. While a lot of ink has been spilled by Delaware courts over the years in an effort to elucidate what that standard means, those efforts have been a mixed bag at best.

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New Federal Exemption Changes the Registration Landscape for M&A Brokers

JD Supra: Mergers

The narrower M&A broker exemption supersedes the 2014 M&A broker no-action letter while leaving state-level restrictions and foreign M&A broker relief unaffected. On March 29, 2023, the Securities Exchange Act of 1934 (Exchange Act) was amended to exempt certain “M&A brokers” from registration as broker-dealers with the US Securities and Exchange Commission (SEC).

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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?

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Small Business, Big Exit: 5 Tips for Selling Your Small Business

Viking Mergers & Acquisitions

Deciding to sell your small business can be a complex journey. So, when it’s time to exit the organization that you put time and effort into growing, you want the process to be as smooth as possible. While no two business sales will look the same, any business owner can benefit from these practical steps to help find the right buyer and secure the best deal possible.

More Trending

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Aquiline Capital and ADIA back software firm Fullsteam

PE Hub

Aquiline will remain as the lead investor in Fullsteam and ADIA will become a significant minority investor. The post Aquiline Capital and ADIA back software firm Fullsteam appeared first on PE Hub.

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The Informed Board - Spring 2023

JD Supra: Mergers

Changing CEOs is one of the most critical decisions any board faces. In this issue of The Informed Board, we offer tips on how to avoid the mistakes we most often see. We also explain the problems companies could face if the FTC goes forward with its proposal to ban and rescind noncompetition agreements.

IT 100
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Tower Arch Capital recruits Lang as business development VP

PE Hub

Most recently, Lang worked at New State Capital Partners where she worked in business development sourcing investment opportunities. The post Tower Arch Capital recruits Lang as business development VP appeared first on PE Hub.

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From Mergers to Acquisitions: How to Successfully Execute a Corporate Restructuring Plan

Devensoft

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. However, the process can be complex and challenging, requiring careful planning, execution, and management. From identifying the right targets to negotiating deals and integrating teams, there are several critical steps involved in executing a successful restructuring plan.

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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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M/C Partners invests in communications and managed services provider Celito

PE Hub

Danny Bottoms serves as CEO of Celito. The post M/C Partners invests in communications and managed services provider Celito appeared first on PE Hub.

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New Buyback Reporting Rules May Expose Deal Talks

The Deal

On May 3, the U.S. Securities and Exchange Commission adopted rules requiring corporations to disclose daily breakdowns about their stock buyback activity in quarterly reports. The regulation was adopted to help shareholders identify if companies are repurchasing shares to boost shareholder value, as expected, or for other less acceptable reasons, such as to help improve executive stock-based executive compensation.

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Generative AI in your dealflow; TA backs healthtech; family office survey

PE Hub

TA invests in Alpha II. The post Generative AI in your dealflow; TA backs healthtech; family office survey appeared first on PE Hub.

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Investors haven’t abandoned crypto and neither should credit unions

Successful Acquisitions

In the latest issue of CU Insight, Capstone Managing Director John Dearing, discusses the importance of Credit Unions taking steps to understand the benefits and risks of crypto. Access the article here: www.cuinsight.

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How Embedded Analytics Gets You to Market Faster with a SAAS Offering

Start-ups & SMBs launching products quickly must bundle dashboards, reports, & self-service analytics into apps. Customers expect rapid value from your product (time-to-value), data security, and access to advanced capabilities. Traditional Business Intelligence (BI) tools can provide valuable data analysis capabilities, but they have a barrier to entry that can stop small and midsize businesses from capitalizing on them.

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CRG appoints Arango as managing director and capital formation head

PE Hub

In this role, Arango will lead the firm’s global fundraising and investor relations functions. The post CRG appoints Arango as managing director and capital formation head appeared first on PE Hub.

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Creative MultiCare, LLC Case Study

Focus Investment Banking

Creative MultiCare, LLC (“Creative”) received a growth investment from Coral Gables-based Trivest Partners LP (“Trivest”), one of the leading U.S. private equity firms. A FOCUS Managing Director represented Creative in this transaction prior to working at FOCUS. This case study highlights the unique process of this transaction. Download Case Study The post Creative MultiCare, LLC Case Study appeared first on FOCUS Investment Banking LLC.

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TA Associates invests in RCM tech solutions provider Alpha II

PE Hub

The transaction is expected to close in June. The post TA Associates invests in RCM tech solutions provider Alpha II appeared first on PE Hub.

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Circular economy Overview 2023

European Investment Bank

This publication gives an overview of the European Investment Bank’s work in circular economy. It details the Bank’s activities in the sector and highlights key projects. The stories, videos and case studies, illustrate how the Bank’s financing and advice help countries, regions and cities.

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Embedding BI: Architectural Considerations and Technical Requirements

While data platforms, artificial intelligence (AI), machine learning (ML), and programming platforms have evolved to leverage big data and streaming data, the front-end user experience has not kept up. Holding onto old BI technology while everything else moves forward is holding back organizations. Traditional Business Intelligence (BI) aren’t built for modern data platforms and don’t work on modern architectures.

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6 PE-backed cybersecurity deals in May, as demand accelerates

PE Hub

On the heels of Vista's big take-private deal for KnowBe4, PE investors in cybersecurity include Crosspoint Capital, Centerbridge, Summit and Enlightenment. The post 6 PE-backed cybersecurity deals in May, as demand accelerates appeared first on PE Hub.

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Madison Dearborn-backed Navacord acquires RWAM and PIB

PE Hub

Navaccord, a Toronto-based multi-line insurance and risk management brokerage business, said the deal is its largest to date. The post Madison Dearborn-backed Navacord acquires RWAM and PIB appeared first on PE Hub.

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Trilantic-backed OLS buys natural stone provider Stoneworld

PE Hub

OLS is a distribution platform for outdoor living products. The post Trilantic-backed OLS buys natural stone provider Stoneworld appeared first on PE Hub.

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Persistence-backed Neighbourly to buy three Ontario pharmacies

PE Hub

Neighbourly is a Toronto-based network of community pharmacies. The post Persistence-backed Neighbourly to buy three Ontario pharmacies appeared first on PE Hub.

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How to Leverage AI for Actionable Insights in BI, Data, and Analytics

In the rapidly-evolving world of embedded analytics and business intelligence, one important question has emerged at the forefront: How can you leverage artificial intelligence (AI) to enhance your application’s analytics capabilities? Imagine having an AI tool that answers your user’s questions with a deep understanding of the context in their business and applications, nuances of their industry, and unique challenges they face.

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PE-backed Massage Envy franchisee PCRK Group appoints Coburn as COO

PE Hub

Coburn is the former COO of Assemblers, Inc. The post PE-backed Massage Envy franchisee PCRK Group appoints Coburn as COO appeared first on PE Hub.

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Madison Dearborn Partners ups investment in Navacord Corp

PE Hub

Madison Dearborn made its initial investment in Navacord in 2018. The post Madison Dearborn Partners ups investment in Navacord Corp appeared first on PE Hub.

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Software vendor 4me inks investment from PSG

PE Hub

Also, 4me has named Kevin McGibben as CEO and chairman. The post Software vendor 4me inks investment from PSG appeared first on PE Hub.

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1RT and 10T tap Little as partner

PE Hub

His appointment is effective June 1, 2023. The post 1RT and 10T tap Little as partner appeared first on PE Hub.

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Embedded Analytics Insights for 2024

Organizations look to embedded analytics to provide greater self-service for users, introduce AI capabilities, offer better insight into data, and provide customizable dashboards that present data in a visually pleasing, easy-to-access format. To better understand the factors behind the decision to build or buy analytics, insightsoftware partnered with Hanover Research to survey IT, software development, and analytics professionals on why they make the embedded analytics choices they do.