Sat.Jun 28, 2025 - Fri.Jul 04, 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 165
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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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Effective Integration Strategies for a Seamless Merger

Sun Acquisitions

Mergers and acquisitions (M&A) are exciting opportunities to unlock growth, drive innovation, and enhance market competitiveness. Far from being disruptive, a well-managed merger or acquisition can create a more vital, dynamic organization capable of delivering excellent value to customers, employees, and stakeholders. The key lies in seamless integration—bringing together the strengths of both entities to maximize potential while preserving the unique qualities that made each successful.

Mergers 75
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M&A Integration: Managing the Human Factor

Deal Lawyers

Of all the challenges involved in a successful M&A transaction, post-deal integration is probably the hardest to get right – and effectively integrating key employees into the combined enterprise is often the hardest part of the integration process. This Foley blog provides some thoughts on how to get the “human factor” right.

M&A 100
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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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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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Two years of the EU Foreign Subsidies Regulation – what dealmakers need to know

JD Supra: Mergers

Two years ago, the FSR arrived as the new kid on the block in Brussels. Today, it is one of the EU's sharpest enforcement tools, and one that is only gaining prominence as geopolitical tensions reshape global investment and trade.

Trading 165

More Trending

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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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Nailed It Or Failed It: How Did The Interview Really Go?

H. Friedman Search

This blog is going to explore the question: How well did your interview really go? It sounds like this is an extremely easy personal assessment of how you did during that 45 minutes to 1 hour discussion; however, most people don’t know how to truly assess themselves. Let’s explore the interview clues together. My First Question About The Interview The first question I ask of a candidate is, “How long did the interview last?

IT 146
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From risk to relief: PE firm avoids prosecution with swift disclosure

JD Supra: Mergers

In June 2025, the US Department of Justice (DOJ) announced that it declined to prosecute a private equity firm and its affiliates following the firm’s voluntary self-disclosure of criminal violations of US sanctions and export laws committed by a company it acquired. This case – the first instance in which DOJ declined to prosecute an acquiring company under the M&A Safe Harbor Policy unveiled in October 2023 – illustrates the benefits of prompt voluntary self-disclosure for private equity f

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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems

Beyond M&A

When a technology function stalls, the reflex is often to look for technical failure—missed deadlines, failed deliveries, flawed platforms. But in many cases, the real issue isn’t the tech. It’s the team. And more specifically, it’s how that team is wired. We recently worked with a company undergoing technology due diligence. On paper, the business was solid—around 100 people, strong growth, and a healthy customer base.

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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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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 140
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Citadel Securities appoints head of equity and equity derivatives strategy

The TRADE

Citadel Securities has named Scott Rubner the firm’s new head of equity and equity derivatives strategy. Rubner will be based out of Miami in his new role and joins the firm after almost ten years at Goldman Sachs, where he most recently worked as a managing director, covering global equity macro, emerging markets, equity derivatives and tactical flow of funds.

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Antitrust Enforcement in the Digital Age: DOJ Signals New Approach to Big Tech, Algorithms, and Digital Mergers

JD Supra: Mergers

In a recent address to the International Association of Privacy Professionals, Principal Deputy Assistant Attorney General Roger Alford outlined the Department of Justice (the DOJ or Department)'s evolving strategy for antitrust enforcement in digital markets. Alford’s remarks highlighted recent landmark actions against major technology companies, including the Antitrust Division’s two recent wins against Google.

Mergers 177
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Del. Chancery Addresses Purchase Price Adjustment Provisions

Deal Lawyers

Purchase price adjustment disputes often involve intricate interpretive issues in which the meaning of terms that the parties thought they had agreed upon during the negotiation process becomes hotly disputed. Not infrequently, the parties call upon the Chancery Court to sort things out. Vice Chancellor Will’s decision in Northern Data AG v. Riot Platforms, (Del.

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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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Gabelli Funds highlights the AI stocks to buy as craze continues

CNBC: Investing

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Funds 124
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Delta Capita launches platform to automate OTC derivatives post-trade

The TRADE

Delta Capita has launched its new technology platform, Elaris OTC, in a bid to enhance post-trade processes for OTC derivatives. The solution, which is powered by blockchain platform operator, Fragmos Chain, is set to reduce operational costs and risk by allowing OTC derivatives trades and lifecycle events to be automatically matched between market participants.

Trading 59
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Buy-Side M&A Playbook: Post-Closing Integration - Navigating the Transition

JD Supra: Mergers

Closing an aerospace or defense M&A deal is only the beginning. Successful integration requires careful planning to ensure compliance, operational continuity, and the retention of key personnel.

M&A 177
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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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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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Bank of America says buy these five stocks that are set to rally in the second half

CNBC: Investing

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Stock 92
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Buy-side trading heads unpack what it really means to do more with less

The TRADE

With the need to do more with less having never been more prevalent, the time for smart decisions is now asserted expert panellists from across the buy-side gathered at The Finance Hive’s CMX conference in London this week. The importance of innovation being addressed holistically rather than by individual teams – and trading desks – in isolation was a key point raised. “When it comes to that trying to do more with less, it’s not just the trading desk, it’s the whole firm,”

Trading 52
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U.S. DOJ first declination for sanctions violation since creation of M&A safe harbor

JD Supra: Mergers

On June 16, 2024, the U.S. Department of Justice’s (DOJ) National Security Division (NSD) and the U.S. Attorney’s Office for the Southern District of Texas (SDTX) announced the first-ever declination to prosecute a firm and its affiliates following the firm’s voluntary disclosure of sanctions and export control-related violations involving an entity the firm acquired in 2020.

M&A 152
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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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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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Nvidia shares retake AI leadership role. Wall Street is bullish going forward

CNBC: Investing

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Shares 133
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Keeping the APAC door open as Europe moves to T+1

The TRADE

The European shift to T+1 is finally in our sights, an inescapable restructuring of the markets set to enhance global alignment and ultimately bring with it a sweep of benefits. But, as this massive shift for trading processes looms, it’s time to take a look eastward at what this change for Europe could mean for its APAC counterparties. Earlier this year, the EU, Switzerland (CH), and the UK officially aligned on the proposed date for a shortened settlement cycle, with the region’s move to T+1 n

Trading 59
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The Proliferation of Cryptoasset Treasury Strategies in Public Markets

JD Supra: Mergers

Companies are increasingly viewing bitcoin and other cryptocurrencies as strategic reserve assets, establishing dedicated corporate entities to hold cryptoassets on their balance sheets and raising capital specifically to acquire them for reserve.

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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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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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Top Wall Street analysts like these 3 dividend stocks for enhanced returns

CNBC: Investing

TipRanks' analyst ranking service discusses three dividend-paying stocks, including McDonald's and Halliburton, favored by Wall Street's top pros.

Stock 103
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HSBC, ADX and FAB partner on MENA’s first DLT-based digital bond listing

The TRADE

The Abu Dhabi Securities Exchange (ADX) has begun the pricing process for what is reportedly the MENA region’s first distributed ledger technology (DLT)-based digitally native bond. Issued by First Abu Dhabi Bank (FAB), the bond will be listed on ADX and made available through HSBC’s Orion digital assets platform. The transaction is the result of a collaboration between ADX, HSBC, and FAB, combining local market infrastructure with international expertise in digital issuance.

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DOJ Issues First-Ever Declination For Sanctions Violations Since Creation Of The M&A Safe Harbor Policy

JD Supra: Mergers

On June 16, 2024, the U.S. Department of Justice’s (“DOJ”) National Security Division (“NSD”) and the U.S. Attorney’s Office for the Southern District of Texas (“SDTX”) announced the first-ever declination to prosecute a firm and its affiliates following the firm’s voluntary disclosure of sanctions- and export control-related violations involving an entity the firm acquired in 2020.

M&A 159
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The most active PE firms doing add-ons and why it matters

Private Equity Info

In today’s deal environment, where platform investments have slowed, many private equity firms are doubling down on add-on acquisitions as a strategic growth lever. To identify the leaders in this space, we analyzed our M&A database to determine the most active private equity players executing add-on deals.

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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?