Sat.Jun 14, 2025 - Fri.Jun 20, 2025

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In Tech Due Diligence, It’s Not About Perfect. It’s About Risk.

Beyond M&A

“The job isn’t to find perfect tech. The job is to find the risk.” It took me years to understand that sentence deeply. Now I live by it. In Tech Due Diligence, especially in fast-moving deals, founders often expect us to play judge and jury. Like we’re there to tell them if their architecture is worthy of praise—or punishment. That’s not the point.

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SPAC (Re-)Attack: Top Considerations for Issuers Considering a De-SPAC Transaction

JD Supra: Mergers

Continued volatility in the equity capital markets has revived what was thought to be a zombie after 2022 – the SPAC. There is an old investment banking mantra that they can do an IPO in a down market or an up market, but not a volatile market. Similar to the volatility at the dawn of the COVID-19 pandemic lockdowns in early 2020, this new bout of market uncertainty has prompted SPAC sponsors and some investment banks to return to the SPAC IPO market with the confidence that companies will still

IPO 165
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Goldman Sachs says buy these five stocks that are set to rally

CNBC: Investing

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Preferred Stock Rights for Startups: Liquidation Preferences, Dividends & Conversion Explained

PCE

A Guide to Liquidation Preferences, Dividends, and Conversion Rights Introduction to Preferred Stock in Early-Stage Companies You’re an early-stage company and have just received your first venture capital term sheet. What does this mean for your startup financing and ownership structure? Understanding the impact of preferred stock rights in early-stage company financing is critical when navigating a new venture capital term sheet.

Stock 52
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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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Preparing Your Business for Renewable Energy M&A

JD Supra: Mergers

The renewable energy sector represents one of the most dynamic areas for mergers and acquisitions (M&A), driven by the global shift toward sustainable energy sources and carbon reduction goals. From utility-scale wind projects to cutting-edge storage solutions, dealmakers appear to be moving quickly to align with the clean energy transition—and companies that are strategically prepared will be best positioned to seize opportunities when they arise.

M&A 165
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What I Learned From Reviewing LinkedIn Profiles

H. Friedman Search

I hope you have been enjoying Throwback Thursdays while I was on vacation, but now it’s back to new content! While vacationing, the one thing I always do related to business is to keep up on my LinkedIn profile. You can learn so much from following people. This week’s blog is going to look at this insightful tool and what it reveals about today. Back To Basics First of all, it should be noted the number of people who post daily.

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The Technology You Need for Scalable M&A

Midaxo

M&A success doesn’t come from instinct alone. It comes from process, precision—and the right M&A technology. Whether you’re managing one deal or a dozen, the complexity of modern M&A requires more than spreadsheets, siloed emails, and scattered notes. To scale your impact and reduce risk, you need tools built for the job. That is: purpose-built technology that supports every phase of the deal lifecycle, from sourcing to integration.

M&A 130
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Banking Industry Outlook: Potential Surge in Banking Mergers and Acquisitions

JD Supra: Mergers

Mergers and acquisitions continue to be a critical strategy for banks aiming to bolster their market presence and operational efficiency. The United States has 4,500+ banks, 4,000+ credit unions, and a large number of Fintechs/other non-traditional financial institutions providing services to the U.S. market. Given the sizable number of market participants and an easing regulatory outlook, we expect to see a surge in banking merger and acquisition (M&A) activity as we look ahead towards 2025

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Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

How2Exit

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A - Watch Here About the Guest: Monica Garcia Dugal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. With decades of experience spanning institutional finance, entrepreneurship, and real estate, Monica brings an unmatched blend of analytical rigor and human insight.

M&A 130
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Snap acquires Saturn, a social calendar app for high school and college students

TechCrunch: M&A

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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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Should We DD Niche Technology APIs?

Beyond M&A

When a Tech Firm Isn’t Quite a Tech Firm Recently, I’ve worked with several firms that present like tech companies —clean interfaces, structured onboarding, and seemingly product-led delivery. But beneath the surface, many operate more like professional services businesses wrapped in a layer of tech and rely heavily on niche APIs. These hybrid firms are often deeply human in their approach.

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LOIs in M&A Transactions: Striking the Right Balance Between Commitment and Flexibility

JD Supra: Mergers

A letter of intent (LOI) or term sheet tends to be the first substantive document for an M&A transaction. It outlines the key terms and mutual understanding between a buyer and seller while they progress through due diligence and work towards negotiating, preparing, and executing a definitive agreement. The key components of an LOI are generally the proposed purchase price, transaction structure, fundamental business points, timeline, and expenses.

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Berkshire shares drop double digits as 'Buffett premium' disappears, and some expect more selling

CNBC: Investing

The sell-off partially reflects the "Buffett premium," or the extra price investors are willing to pay because of the legendary investor's unmatched record.

Investors 144
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Bank Transfer Signals Syria Is Making Strides in Ending Economic Isolation

The New York Times: Banking

The bank-to-bank transfer using the SWIFT system was symbolically important, indicating the war-torn country was reintegrating into the global financial community.

Bank 84
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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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💡 What Barbie Taught Me About Business, Family, and What Really Matters

Beyond M&A

I didn’t expect a book about Barbie to leave me close to tears. But Barbie and Ruth by Robin Gerber – the story of Ruth Handler, the fiercely driven co-founder of Mattel and the creator of Barbie – is perhaps the only business book where the ending felt tragically sad. Not because the business failed (it didn’t), but because of what it cost. Handler was a pioneer.

Business 130
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Delaware Supreme Court Reaffirms Protection of Arm’s-Length Bargaining

JD Supra: Mergers

On June 17, 2025, the Delaware Supreme Court reversed a post-trial finding of aiding and abetting liability against a third-party arm’s-length buyer. In doing so, the court built upon another recent decision and reaffirmed its commitment to protecting arm’s-length bargaining by requiring “actual knowledge” of wrongful conduct and substantial active assistance of such conduct to prove liability against an independent third-party buyer.

IT 188
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Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

CNBC: Investing

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BNY integrates CollateralOne and LiquidityDirect platforms

The TRADE

BNY has completed the integration of its buy-side CollateralOne platform with its short-term investment platform LiquidityDirect as it seeks to transform assets to higher-quality balance collateral.  The move is set to allow clients to automate the use of Money Market Funds (MMF) in triparty transactions, specifically by converting excess cash into collateral against the trade.

Funds 59
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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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📵 Analogue Sundays: Escaping Screens

Beyond M&A

How to reclaim presence, joy, and connection in a hyper-digital world It’s a constant battle: screens vs. presence. And it’s one I often lose. Work demands, relentless notifications, and the slow creep of “just five more minutes” behind a glowing screen – they all eat into family time before I’ve noticed what I’ve given up. So we invented something: Analogue Sundays.

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Where's My MOIC: Strategic Preparation for Maximum Value in PE Portfolio Exits

JD Supra: Mergers

The Strategic Imperative of Early Exit Planning - In the high-stakes world of private equity, the difference between a good and great multiple on invested capital (MOIC) often hinges on meticulous preparation long before a formal exit process begins. As we move toward the second half of 2025, a window of opportunity is emerging for private equity (PE) firms seeking optimal exits.

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These stocks, including Oracle, are among the most overbought on Wall Street

CNBC: Investing

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Stock 130
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Sun Acquisitions Facilitates Strategic Sale of Kitchen & Baths Unlimited to Private Investor

Sun Acquisitions

Chicago, IL – May 15, 2025—Sun Acquisitions, a leading mergers and acquisitions firm, is pleased to announce the successful completion of the sale of Kitchen & Baths Unlimited, a full-service kitchen and bath remodeling company, to a Private Investor, KBU, Inc. Kitchen & Baths Unlimited History Established in 1986 by Richard Nanberg, Kitchens & Baths Unlimited is a full-service kitchen and bath remodeling firm with over 38 years of experience serving the Northshore and Chicagoland ar

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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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Striking the Balance: Key Negotiation Points in Today’s Agreements

Focus Investment Banking

Striking the Balance: Key Negotiation Points in Today’s Agreements The M&A landscape is always transforming. Letters of Intent (LOIs) have evolved from brief outlines of deal terms to detailed blueprints, setting the stage for negotiations long before the purchase agreement is drafted. This shift reflects a drive for transparency and risk management, but it comes with a caveat: nuance is critical.

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Analyzing the State of M&A in 2025: Key Survey Insights

JD Supra: Mergers

At the start of the year, we surveyed M&A lawyers to gather their perspectives on the market dynamics, the year ahead, and the impact of representations and warranties insurance (RWI) on deals. These insights are invaluable for businesses navigating complex transactions, providing a glimpse into prevailing trends and challenges shaping the M&A landscape.

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Citi recommends these rare stocks that will show profitability gains this year

CNBC: Investing

Citi says that return on equity, a profitability metric calculated by dividing a company's net income by shareholders' equity, is getting increasingly scarce.

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The Markets Are Balancing on a Knife’s Edge

The New York Times: Banking

The world has been anything but peaceful, but you wouldn’t know that from looking at the markets.

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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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CISO’s Toolkit: Understanding Core Cybersecurity Frameworks

Cisco: M&A

Discover the top cybersecurity frameworks and best practices to build a resilient strategy, streamline compliance, and protect your organization from evolving threats.

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Synthetic W&I Insurance: Broadening Warranty Protection in M&A

JD Supra: Mergers

Warranty & indemnity ("W&I") insurance is playing an increasingly important role in M&A transactions. With the evolving transactional risk market, synthetic W&I insurance has become a viable alternative when traditional W&I insurance is not available for various reasons or if there is a desire to avoid the negotiation of representations and warranties.

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Citadel's Ken Griffin says playing defense almost always guarantees losses even in turbulent times

CNBC: Investing

Griffin thinks cash would be a better place to hide out than what are often considered "safe trades" in a risk-off environment.

Trading 126
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MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

MergersCorp M&A International

NEW YORK, UNITED STATES OF AMERICA – June 14, 2025 – MergersCorp M&A International, a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally, and Spektrum Capital Advisors LLC, a U.S.-based investment banking firm, today announced a strategic alliance to provide a seamless and comprehensive suite of capital-raising solutions for companies poised for growth.

M&A 52
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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?