Sat.Jun 21, 2025 - Fri.Jun 27, 2025

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Lessons Learned from Successful M&A Deals

Sun Acquisitions

Mergers and acquisitions (M&A) can be powerful tools for driving growth and creating value. However, M&A deals are complex and risky, and many fail to achieve their intended objectives. By learning from successful M&A deals, companies can increase their chances of success. Critical Lessons from Successful M&A Deals 1. Clear Strategic Rationale: Alignment with Corporate Strategy: Ensure the M&A deal aligns with the company’s strategic goals.

M&A 69
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Exit Readiness Resources That Move the Needle

Beyond M&A

Scaling a tech company is hard enough. But preparing it for investment or exit? That’s another level entirely. At Beyond M&A , we’ve seen too many promising businesses trip at the final hurdle— not because their product didn’t work, but because their business wasn’t prepared. That’s why we’ve curated a set of exit readiness resources that go far beyond surface-level checklists.

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Top Wall Street analysts like these three stocks for long-term growth

CNBC: Investing

TipRanks' analyst ranking service reveals three stocks, including Chewy and Pinterest, favored by Wall Street's top pros.

Stock 109
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Key Considerations for Restructuring Investment in China

JD Supra: Mergers

Geopolitical tensions have increasingly impacted business operations in China, prompting multinational companies to adopt contingency strategies, including spin-offs or restructuring. These efforts present both challenges and opportunities, particularly when navigating government approvals, foreign exchange, merger control, and tax filing requirements in the People’s Republic of China (PRC).

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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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DOJ Issues First-Ever Declination Under Corporate Disclosure M&A Policy

JD Supra: Mergers

On June 16, 2025, the Department of Justice (DOJ) National Security Division (NSD) announced that it declined to charge private equity firm White Deer Management LLC (“White Deer”) and its affiliates after the company voluntarily disclosed potential export-related violations involving the former executive of a company it acquired, Texas-based Unicat Catalyst Technologies LLC (“Unicat”).

M&A 167
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MERGERSCORP and CHINAMERGER Announce Execution of a Strategic Memorandum of Understanding

MergersCorp M&A International

MERGERSCORP, a leading American investment banking firm specializing in cross-border mergers and acquisitions, and CHINAMERGER, a prominent Chinese M&A advisory firm, today announced the signing of a strategic Memorandum of Understanding (MOU). This agreement signifies a commitment to explore and facilitate enhanced collaboration in cross-border M&A transactions between the United States and China.

More Trending

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New State Street research claims the lines between front- and back-office data are blurring

The TRADE

Back-office data is increasingly moving beyond its core purposes and being used to support commercial front-office functions such as investment strategy and distribution by a substantial proportion of institutions, State Street has concluded from a piece of far-reaching research. In a survey of 920 asset managers, asset owners, wealth managers, and insurers across North America, Europe, the UK, APAC, the Middle East, and Latin America, State Street found that nearly one-third (32%) of responde

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DOJ Declines to Prosecute Private Equity Firm after Post-Acquisition Voluntary Self-Disclosure of Sanctions and Export Control Violations

JD Supra: Mergers

In its first application of the policy on voluntary self-disclosures (“VSDs”) in connection with mergers and acquisitions (“M&A”), on June 16, 2025, the US Department of Justice’s (“DOJ”) National Security Division (“NSD”) announced that it had declined to prosecute a US private equity firm after it voluntarily disclosed criminal violations of US sanctions and export control laws committed by a company it acquired.

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Where Goldman sees the best opportunities for income in the second half of the year

CNBC: Investing

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Key Financial Metrics Buyers Look for Before Acquiring a Business

Lake Country Advisors

Before acquiring a business, buyers don’t just look at your customer list or brand image; they want the numbers. Financial metrics give them a clear picture of your company’s stability, scalability, and profitability when you are selling your business. The deal may stall or disappear altogether if the numbers don’t tell a compelling story. In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale.

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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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Blockchain-based Canton Network connects to Nasdaq Calypso

The TRADE

Nasdaq has connected blockchain-based technology, the Canton Network, to its Calypso platform, facilitating end-to-end margin and collateral workflows. Magnus Haglind The move was developed in partnership with QCP, Primrose Capital Management and Digital Asset in a bid to highlight how “integration of on-chain capabilities alongside existing institutional workflows enhances collateral mobility across all asset classes for institutional market participants”.

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Minority report: Minority stakes spike in US and Europe for sponsors and strategics alike

JD Supra: Mergers

In an M&A market characterized by buyer caution and narrowing liquidity pathways for sellers, flexible minority stakes transactions are proving a valuable option for dealmakers in the US and Europe - In an M&A market that has been buffeted by macroeconomic dislocation, higher capital costs and investor caution, strategic minority stakes transactions are increasingly keeping deal activity flowing.

M&A 161
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Fewer Campaigns, but Much to Observe from the 2025 Proxy Season

Sidley Shareholder Litigation

While the number of overall shareholder activism campaigns cooled in the 2025 proxy season compared to years past, the season has been marked by its fair share of fireworks and headlines, as well as unique events and disruptions. The season has also provided many lessons for companies as we look ahead to the 2026 proxy season. The post Fewer Campaigns, but Much to Observe from the 2025 Proxy Season appeared first on Enhanced Scrutiny.

Shares 52
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Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

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Valuation 105
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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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MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

MergersCorp M&A International

MergersCorp, a distinguished global advisory firm specializing in Investment Banking and cross-border Mergers and Acquisitions (M&A), today announced the launch of its highly specialized advisory service dedicated to the divestiture of businesses regulated by the Swiss Financial Market Supervisory Authority (FINMA). This new offering provides unparalleled expertise and strategic guidance to owners navigating the complex landscape of selling FINMA-regulated entities.

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DOJ declines prosecution for PE firm after post-acquisition voluntary self-disclosure

JD Supra: Mergers

On June 16, 2025, the Department of Justice (DOJ) National Security Division (NSD) and the US Attorney’s Office for the Southern District of Texas announced the first declination of prosecution for an acquirer that self-disclosed criminal conduct discovered at an acquired entity since the issuance of the NSD’s Enforcement Policy for Business Organizations (the NSD M&A Policy) on March 7, 2024.

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FINBOURNE integrates with Anthropic’s Claude to provide AI agent offering

The TRADE

Cloud-native data and investment management platform, FINBOURNE Technology has integrated with AI safety and research company Anthropic in a push to bring AI agent offerings to financial operations. Tom McHugh The partnership leverages Anthropic’s AI assistant Claude, and combines its Model Context Protocol (MCP) with FINBOURNE’s APIs to securely allow AI agents to access live investment data, automate workflows and take real-time action across complex financial situations.

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Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities

CNBC: Investing

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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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Wall Street’s Regulatory Reins Start Loosening as Fed Proposes New Rule

The New York Times: Banking

The central bank is planning to reduce a capital buffer for the country’s largest banks, which critics warn will make the financial system less resilient.

Bank 105
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M&A in the AI Era: Key Antitrust and National Security Considerations

JD Supra: Mergers

Key Points - - As more jurisdictions adopt AI regulations, and AI-related transactions are reviewed on multiple legal grounds, it is critical for companies considering deals to assess the regulatory hurdles early on and develop a strategy to mitigate risks and maximize deal certainty. - Beyond AI regulations generally, M&A transactions involving AI may be subject to increasing scrutiny under antitrust and national security laws.

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MIH receives $40 million capital injection from Warburg Pincus

The TRADE

MIH has received a $40 million investment from Warburg Pincus to expand its global reach. Lee Becker Aside from supporting MIH in its plans to build a diversified revenue stream which stems from across multiple geographies, the capital is also set to partially finance MIH’s acquisition of The International Stock Exchange (TISE). “The expansion of our relationship with Warburg Pincus through the new investment is an important validation of our international growth strategy,” said Thomas Gallagher

Capital 52
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Buy the dip on these credit card giants as stablecoin weakness is overblown, says Wells Fargo

CNBC: Investing

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Media 60
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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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An Investor Took on Hong Kong Tycoons Faces a Tougher Foe

The New York Times: Banking

David Webb spent decades exposing shady financial dealings. But doctors say he has months to live, and he hasn’t found anyone willing to carry on his mission.

Investors 105
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Europe’s Sharpened Focus on Defense Creates M&A and Investment Opportunities

JD Supra: Mergers

Key Points - - The war in Ukraine has prompted a historic surge in European defense spending. - Governments in the EU and U.K. are stressing the need for innovation. They are increasingly turning to investment in small and medium-sized businesses — including startups — to drive rapid technological advances, rather than relying exclusively on large, established defense firms. - This creates opportunities for private equity and venture capital investors, who are increasingly active in the defense.

M&A 177
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The TRADE’s Q2 Magazine: Now available online!

The TRADE

If there’s anything The TRADE has learned over the last five years, it’s that we’re only ever a stone’s throw away from the next event that will send the market into hyperactivity. The macroeconomic climate is turbulent to say the least, and the sentiment across the markets seems to be ‘don’t sweat the small stuff too much’, as there’s bigger fish to fry.

Trading 40
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Pro Talks: Wilmington Trust CIO Tony Roth on the risks lurking in the bond market

CNBC: Investing

Tony Roth, chief investment officer at Wilmington Trust, speaks with CNBC's Jeff Cox about the current state of play in the financial markets and the economy, with Tony emphasizing the importance of non-U.S. assets amid a time of elevated uncertainty over trade policy and the Fed's approach to interest rates. Along the way, he also fields questions from CNBC Pro subscribers.

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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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How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. With over 60 transactions completed and $800 million in closed deals, Uriarte combines operational experience as a former business owner with a deep understanding of sell-side representation, especially in the unique legal and cultural context of Puerto Rico.

Business 130
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Beating the hackers: US cybersecurity dealmaking hits back against rising attacks - Policymakers have renewed their focus on closing gaps in the nation’s defenses, creating fertile ground for M&A

JD Supra: Mergers

The persistence and evolution of cybercrime across the US is reshaping M&A in the cybersecurity sector. Driven by escalating threats, increasing costs and liability to businesses, and a growing and more defined regulatory framework, the cybersecurity market is witnessing a flurry of dealmaking activity, with 2025 already outpacing last year.

M&A 177
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People Moves Monday: Susquehanna, SEC and Duco

The TRADE

Susquehanna Institutional broker dealer Susquehanna International Securities has appointed Matt Coupe to its fixed income trading team. Coupe most recently served at Barclays as global head of cross asset market structure, departing the bank last year after a nine-year stint. In his new role, Coupe will be responsible for working with market participants to help them “capture unique opportunities” on securities trading platforms.

Trading 59
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Using options to hedge against a tech decline as sector becomes overbought

CNBC: Investing

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S&P 94
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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?