Beyond M&A
JUNE 17, 2025
“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.
JD Supra: Mergers
JUNE 17, 2025
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
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CNBC: Investing
JUNE 14, 2025
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PCE
JUNE 16, 2025
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.
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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?
JD Supra: Mergers
JUNE 16, 2025
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.
Focus Investment Banking
JUNE 17, 2025
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.
Investment Banking Today brings together the best content for investment banking professionals from the widest variety of industry thought leaders.
CNBC: Investing
JUNE 18, 2025
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JD Supra: Mergers
JUNE 18, 2025
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.
How2Exit
JUNE 16, 2025
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.
The TRADE
JUNE 19, 2025
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.
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.
Focus Strategies
JUNE 18, 2025
Gary Valdez, President, and Oliver Sandlin, Managing Director of Focus Strategies Investment Banking, were featured panelists at FEI Austin's June breakfast event titled "Financing Scenarios for Middle Market Companies." The post Gary Valdez and Oliver Sandlin are featured panelists in a discussion on Financing Scenarios for Middle Market Companies first appeared on Focus Strategies Investment Banking.
JD Supra: Mergers
JUNE 20, 2025
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
CNBC: Investing
JUNE 17, 2025
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The TRADE
JUNE 19, 2025
The European Union’s T+1 committee has reached a consensus on the first set of high-level recommendations for Europe’s switch to a shortened settlement cycle. Members of the committee convened in person in Brussels on 28 May to finalise the proposals. This is according to independent chair of the committee, Giovanni Sabatini, who, speaking at The Network Forum in Madrid, said the team is now working to collect all of the recommendations into a single report – due to be published at the end
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.
Midaxo
JUNE 20, 2025
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.
JD Supra: Mergers
JUNE 19, 2025
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.
Focus Investment Banking
JUNE 19, 2025
FOCUS Investment Banking Named Top 50 Industrials M&A Advisor by Axial FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm, is proud to announce it has been named one of the Top 50 Industrials M&A Advisors by Axial , the leading platform for lower middle market dealmaking. This prestigious recognition is part of Axial’s 2025 Top 50 Lower Middle Market Industrials Investors & M&A Advisors list, which highlights firms that have demonstrated
The TRADE
JUNE 16, 2025
Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Ian Cannacott has been with Redburn Atlantic for almost 10 years, assuming his most recent role in 2023. Cannacott previously served at State Street, Instinet, Dresdner Kleinwort and Credit Suisse. He replaces Nishad Vallonthaiel as head of electronic trading.
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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.
Intrepid Banker Insights
JUNE 18, 2025
Intrepid Investment Bankers Market Moments That Matter | Industry Trends at the Solstice: A Mid-Year Market Check-In Intrepid Capital Advisory MARKET MOMENTS THAT MATTER The longest day of the year isn’t just a celestial event—use the extra minutes to read up on industries that are making moves. From tariffs to deal flow, see how key industries are performing as the summer heats up in our latest Market Moments That Matter.
JD Supra: Mergers
JUNE 19, 2025
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.
CNBC: Investing
JUNE 16, 2025
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The TRADE
JUNE 17, 2025
Trade surveillance provider Trillium Surveyor has launched its new next-generation best execution analytics solution, in a bid to enhance best execution performance and reduce costs. Lisa Balter Saacks The offering, Surveyor Best Ex, aims to support trading desks and compliance teams in driving best execution by analysing large volumes of execution data at scale to then be turned into actionable insights, reducing manual data wrangling.
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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.
Razorpay
JUNE 19, 2025
In our increasingly connected world, businesses and individuals are no longer limited by geographical boundaries. Whether you’re an Indian exporter selling to global customers, an importer paying overseas suppliers, or an individual sending money to family abroad, you’re participating in the global economy. This seamless interaction is powered by cross-border payments.
JD Supra: Mergers
JUNE 17, 2025
FUNDamentals is a periodic digest of news and information specifically for private funds and their managers. In this issue, we highlight some fundraising trends, new marketing rule FAQs, fund liquidity trends (limited partners (LPs) acting as lenders, secondaries and continuation funds), tax changes in the One Big Beautiful Bill Act, and new compliance rules for the new year.
CNBC: Investing
JUNE 15, 2025
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The TRADE
JUNE 20, 2025
The European Securities and Markets Authority (ESMA) has today launched the first selection procedure for the shares and ETF consolidated tape provider (CTP). Interested parties have until 25 July to submit requests to participate in the selection procedure. Following this, the watchdog will assess these against the exclusion and selection criteria before inviting successful candidates to submit their applications.
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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.
Global Newswire by Notified: M&A
JUNE 18, 2025
Williams Distributors Enters Its Next Phase of Growth Under KDSA Investment Partners’ Ownership Williams Distributors Enters Its Next Phase of Growth Under KDSA Investment Partners’ Ownership
JD Supra: Mergers
JUNE 20, 2025
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.
CNBC: Investing
JUNE 20, 2025
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The TRADE
JUNE 18, 2025
Multi-asset technology provider, Integral and CME Group have unveiled an integrated solution, with the former gaining access to CME Group’s primary FX markets. Paul Houston Specifically, the move provides Integral clients no-cost access to CME’s EBS and FX Spot+ markets directly through Integral’s trading platforms, with no additional technology required.
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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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