Mon.Jun 30, 2025

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Earnout structures: Bridging valuation gaps in M&A – beware the tax complexity

JD Supra: Mergers

With an observable increase in the use of earnout and contingent consideration structures in M&A, it is timely to consider the related tax complexity. In brief Our recent Private M&A Report highlights a rise in the use of earnout and contingent consideration structures in private M&A transactions as parties seek to bridge valuation gaps.

M&A 163
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“AI Fatigue” and the Forgotten Fundamentals of M&A

Beyond M&A

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. Long-term relationships matter. These projects are complex, expensive, and often go sideways in ways no spreadsheet can forecast. The human sensitivity required to manage that — to build trust when things derail or fall off a cliff entirely — is immense.

M&A 130
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DOJ Declination of Private Equity Firm Underscores Need for Robust M&A Due Diligence

JD Supra: Mergers

On June 16, 2025, the U.S. Department of Justice (“DOJ”), including its National Security Division (“NSD”) and the U.S. Attorney’s Office for the Southern District of Texas, announced that they would not prosecute White Deer Management LLC (“White Deer”), a Texas‑based private equity firm, in connection with sanctions and export control violations committed by Unicat Catalyst Technologies LLC (“Unicat”), a portfolio company it had acquired in 2020.

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Wall Street strategist Tom Lee is aiming to create the MicroStrategy of Ethereum

CNBC: Investing

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Stock 144
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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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ASIC public and private markets update

JD Supra: Mergers

Following the substantial feedback provided in response to ASIC’s discussion paper, ‘Australia’s evolving capital markets: A discussion paper on the dynamics between public and private markets’ (Discussion Paper) on 10 June 2025, ASIC announced its first improvement to the IPO process and held a symposium at which two panels, comprising of ASIC officers and industry participants, discussed the themes from the ASIC Discussion Paper submissions.

IPO 169
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Legal software company Clio drops $1B on law data giant vLex

TechCrunch: M&A

TechCrunch Desktop Logo TechCrunch Mobile Logo Latest Startups Venture Apple Security AI Apps Events Podcasts Newsletters Site Search Toggle Mega Menu Toggle Topics Latest AI Amazon Apps Biotech & Health Climate Cloud Computing Commerce Crypto Enterprise EVs Fintech Fundraising Gadgets Gaming Google Government & Policy Hardware Instagram Layoffs Media & Entertainment Meta Microsoft Privacy Robotics Security Social Space Startups TikTok Transportation Venture More from TechCrunch Even

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Analyst Dan Ives says it will be the summer of $4 trillion market caps for surging tech giants

CNBC: Investing

Nvidia and Microsoft are "the poster childs for the AI Revolution," Ives said.

IT 141
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DOJ Uses Successor Liability as a Civil Cybersecurity Enforcement Tool: Comprehensive Diligence Now May Save Millions Later

JD Supra: Mergers

The United States Department of Justice (DOJ) recently settled a qui tam suit with a defense contractor and its successor company for $8.4 million, resolving allegations that the contractor and successor company violated the False Claims Act (FCA) by failing to implement cybersecurity requirements consistent with National Institute of Standards and Technology (NIST) Special Publication (SP) 800-171.

IT 190
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BlackRock's Rick Rieder says there is a 'generational opportunity' for income right now

CNBC: Investing

Here's what Rick Rieder and BlackRock are expecting for the second half of 2025.

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New merger control regime - What you need to know for dealmaking

JD Supra: Mergers

The Government has made the notification rules which determine the circumstances in which 2026 transactions will need to be notified to the Australian Competition and Consumer Commission (ACCC) under the new Part IVA of the Competition & Consumer Act 2010 (Cth) (CCA). The rules also detail the lodgement fees payable for notification, including significant fees based on deal value for “phase 2” transactions.

Mergers 163
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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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How to play the outperforming financials sector as the second half of 2025 kicks off

CNBC: Investing

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S&P 84
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AbbVie Catches a Break in Termination Fee Tax Court Case

JD Supra: Mergers

On June 17, the U.S. Tax Court ruled that AbbVie, Inc. could deduct the fee it paid to terminate its 2014 combination agreement with Shire plc. This decision represents a significant win for AbbVie, and it represents a potential milestone in the longstanding puzzle of how to treat M&A break fees.

M&A 163
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Eric Crouse Joins FOCUS Investment Banking as Managing Director in the Business Services and Technology Services Groups

Focus Investment Banking

Eric Crouse Joins FOCUS Investment Banking as Managing Director in the Business Services and Technology Services Groups Washington, DC, (June 30, 2025) – FOCUS Investment Banking (“FOCUS”), a premier middle market investment bank, is pleased to announce the appointment of Eric Crouse as Managing Director. Based in Wilmington, NC, Crouse will report directly to the firm’s Business Services and Technology Services leadership teams.

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A Growing State of Oversight: How States are Continuing to Reshape (and restrict) Healthcare Transactions and Private Equity Investment in Healthcare in 2025

JD Supra: Mergers

State governments are increasingly introducing new laws regulating healthcare transactions in an effort to thwart the level of influence that private equity firms and other corporate investors have on healthcare providers. To date, at least 15 states have enacted some form of healthcare transaction review law; several of these states have also enacted or proposed legislation in 2025 to expand the reach of the state’s existing transaction review laws.

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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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Equiteq Builds On Market Momentum With Strategic Hire Of Key Leaders

Equiteq

Equiteq, a global investment bank specializing in the technology services and consulting sector, announced today the hiring of six senior industry bankers. This strategic move illustrates Equiteq's commitment to growing the premier brand in technology services M&A by adding top-tier talent who align seamlessly with the company's culture.

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State by State, Pre-Merger Notifications Expand

JD Supra: Mergers

In the wake of the recent major revisions to the federal merger review form, states are also getting into the act, creating broad new transaction notification requirements. Such notification requirements are not completely new, as 15 states have had merger notification laws for healthcare transactions for many years. Going forward, however, several states are expanding their notification requirements beyond the healthcare arena to apply to any transaction that is reportable under the federal.

Mergers 169
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EIB Global Impact Report 2024/2025

European Investment Bank

Discover how the EIB is shaping a more resilient, sustainable, and inclusive world though its support to countries outside the European Union. The EIB Group Global Impact Report 2024/2025 offers a compelling look into Europe’s pivotal role as an anchor of stability and innovation, spotlighting the EIB’s strategic investments in climate action, digital connectivity, gender equality, and the reconstruction of Ukraine.

Finance 52
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Why You Need a Corporate Attorney on Your Business Team

JD Supra: Mergers

Success is often a matter of preparation and strategy. Just as entrepreneurs strive to innovate and capture market share, defending your business from potential legal pitfalls is equally crucial. Here’s where the corporate law attorney comes into play. This is your key ally when understanding the nuances of regulations and compliance issues that can threaten your business.

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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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EU finalises high-level road map for T+1

The TRADE

The EU T+1 Industry Committee has published its High-Level Road Map for the transition to a reduced settlement cycle for securities on 11 October 2027. The roadmap contains a set of recommendations developed collaboratively by association representatives and workstream leads from various industry segments, and its technical workstreams, with broad industry representation.

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DOJ’s Civil Cyber Fraud Initiative Utilizes False Claims Act to Settle Allegations of Knowing Non-Compliance with NIST SP 800-171 Against Raytheon and its Successor

JD Supra: Mergers

The United States Department of Justice (DOJ) recently settled a qui tam suit with defense contractor Raytheon and its successor company, Nightwing Intelligence Solutions, LLC (Nightwing), totaling $8.4 million. The settlement resolves allegations that the defendants violated the False Claims Act (FCA) by falsely representing compliance with federal cybersecurity regulations.

Utilities 190
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Secure Endpoint Enhancements Elevate Cisco XDR and Breach Protection Suite

Cisco: M&A

Skip to content Cisco Blogs / Security / Secure Endpoint Enhancements Elevate Cisco XDR and Breach Protection Suite June 30, 2025 Leave a Comment Security Secure Endpoint Enhancements Elevate Cisco XDR and Breach Protection Suite 3 min read Katie Webster Additional Content Contributor: Dave Johnston Having the right tools to protect your organization is no longer optional—it’s critical.

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AbbVie's Tax Triumph: Breaking Free from Capital Loss Limitations

JD Supra: Mergers

In a significant win for taxpayers, the U.S. Tax Court recently ruled in AbbVie Inc. v. Commissioner, Docket No. 2597-23, that a $1.6 billion "Break Fee" paid by AbbVie qualifies as an ordinary and necessary business expense under Section 162 of the Internal Revenue Code.

Capital 169
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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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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

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Trading 70
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BioNTech Announces Transaction to Acquire CureVac

JD Supra: Mergers

On June 12, 2025, BioNTech SE (“BioNTech”) announced its entry into a definitive purchase agreement to acquire all shares of CureVac N.V. (“CureVac”), with an implied aggregate equity value for CureVac of approximately $1.25 billion.

Equities 169
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Watch What Happened: Inside the Security Partner Roundtables at Cisco Live

Cisco: M&A

The Cisco Partner Security team hosted roundtables that gave partners a chance to have in-depth discussions with leaders and engineers about the game-changing security innovations announced at Cisco Live 2025 and how these innovations will help drive partner profitability.

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Buy Disney as cruise and streaming businesses pick up steam, Jefferies says

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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Nomura AM senior trader departs

The TRADE

Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader. He had been with the firm for seven and a half years, having joined as head of corporate actions in 2018. Writing in a social media announcement, Molloy said: “so many great memories with great people but I have to say a massive thank you to Mai Tanaka, Damian Cronin and the NAMUK trading team for taking a chance on me back in 2020.

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Here are Monday's biggest analyst calls: Nvidia, Tesla, Circle, Disney, Apple, Broadcom, Honeywell, KKR, Oracle & more

CNBC: Investing

Here are Monday's biggest calls on Wall Street.

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Liquidnet bolsters US equities business with Instinet hires

The TRADE

Liquidnet has made three key hires from Instinet to its equities franchise in the Americas, in a bid to grow its offering in the region. The appointments bring extensive experience across agency, platform innovation and institutional sales, and are set to expand regional capabilities, as well diversifying execution channels and strengthening client engagement.

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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 a fresh record close on Monday, wrapping up a stunning second-quarter rebound. Here's what's on CNBC's radar going into Tuesday.

S&P 68
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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?