The New York Times: Banking

AUGUST 1, 2025

The largest shifts come from geopolitical disruptions that put pressure on the mechanisms of the global economy.

Financial Institution

MergersCorp M&A International

JUNE 5, 2025

Material Adverse Change (MAC) Clauses: In M&A agreements, MAC clauses allow a buyer to walk away from a deal if a significant adverse event occurs between signing and closing. Sellers will often try to carve out general economic or geopolitical events from MAC definitions, but specific tariff impacts can be harder to exclude.

Mergers and Acquisitions

JD Supra: Mergers

JUNE 25, 2025

To keep you informed of recent activities, below are several of the most significant federal and state events that have influenced the Consumer Financial Services industry over the past week. By: Troutman Pepper Locke

Financial Services

Focus Investment Banking

DECEMBER 3, 2024

I’m our global industry relations leader, which means I get the opportunity to go out and, and speak to our customers around the globe, attend all sorts of events and trade shows representing 3 M and and really trying to connect three M to the industry and and the industry to three M. Scott Shin: Good.

M&A

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."

Middle Market

Sidley Shareholder Litigation

JUNE 23, 2025

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.

Shares

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment

The TRADE

JULY 2, 2025

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 (..)

Trading

Focus Investment Banking

NOVEMBER 14, 2024

The Torch Awards spotlight individuals, organizations, and media professionals whose dedication, innovation, and commitment have reshaped and advanced the IT channel community. “This year’s honorees embody the passion, dedication, and forward-thinking spirit that drive progress in our industry.

IT

Cisco: M&A

JANUARY 22, 2025

In the context of security operations, telemetry includes logs, metrics, and events generated by networks, infrastructure and applications. At its core, telemetry design refers to the automated collection, transmission, and analysis of data from systems, devices, or applications.

Securities

The TRADE

NOVEMBER 25, 2024

The Bank of New York Mellon Corporation and JP Morgan will be utilised by the service as tri-party collateral agents, while Pirum will serve as the transmitter of new trade instructions and post-trade lifecycle events on behalf of clients. “We

Finance

CNBC: Investing

JUNE 6, 2025

The company will enter that event with momentum, as the machinery stock is already up more than 20% year to date. That creates opportunities for options traders, according to Goldman Sachs. Goldman identified more than a dozen companies with investor days this month as potential call option candidates.

Stock

Sun Acquisitions

JULY 24, 2025

An unusual confluence of events has created serious strategic advantages for business sellers. A global recession, a prolonged bear market, or some black swan event could create market uncertainty that makes today’s conditions seem almost placid by comparison.

Manufacturing

Sun Acquisitions

APRIL 29, 2025

Unforeseen Events: Unexpected events, such as economic downturns or regulatory changes, can impact the performance of an M&A deal and make it difficult to measure its ROI accurately. Time Horizon: The ROI of an M&A deal may not be apparent for several years, making it difficult to assess its short-term success.

M&A

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.

Advisory

Focus Investment Banking

NOVEMBER 11, 2024

So, you know, those are two very important big life events that are tied to your employer providing those to you. You know, most people in between the ages of 25 and 35, that’s when they’re going to have some type of significant health care event. And that could be anything from pregnancy to, you know, getting a scary mole.

Insurance

CNBC: Investing

JUNE 21, 2025

"The next couple of months of data are going to be the proving ground for understanding how the tariff shock really is going to feed through the system," Simon Dangoor, head of fixed income macro strategies, said in Goldman's midyear outlook event this week. The uncertainty effect really builds with time," he added.

Portfolio

Focus Strategies

MARCH 1, 2025

At the event Terese Everson, Stephen Reesing & Oliver Sandlin experienced the immense value of networking as they spoke with firms from throughout the US.

Capital

The TRADE

JUNE 25, 2025

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. It’s been an exciting and eventful few months both inside and outside of The TRADE.

Trading

Focus Investment Banking

JULY 17, 2025

Black swan events. These and many other risks, may be individually low probability events, but cumulatively,the risk exposure of excess concentration is far too common. Technology changes lead to obsolescence, or major reduction in market share of a customer’s product. The time to close a transaction may lengthen considerably.

M&A

Focus Investment Banking

FEBRUARY 4, 2025

The timeline for completing a sale or investment transaction is typically 6-to-9-months, but it can extend based on complexity or unforeseen events. How long does the sale or investment process typically take?

Sale

The TRADE

JUNE 30, 2025

“We urge all market participants to review the recommendations, assess the impact on their systems and procedures and start planning how they want to prepare for the transition to T+1”. The EU T+1 Industry Committee will host a launch event for market participants to discuss the recommendations on 3 July 2025.

Collaboration

The TRADE

JUNE 6, 2025

Sand Grove Capital Management has selected HUB, a cloud-based post-trade platform, to automate and optimise its reporting workflows. The London-based alternative investment firm, which manages $1.2 The post Sand Grove Capital taps HUB for post-trade automation appeared first on The TRADE.

Capital

Mergers and Inquisitions

JANUARY 22, 2025

In equity research, the goal is to get clients to pay for the teams research consistently , but revenue does not depend on deals or other specific events. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.

Investment Banking

Focus Investment Banking

FEBRUARY 6, 2025

It stands to reason that a company overly dependent on any one customer, end market, supplier, vendor or employee is more susceptible to disruption of its business operations in the event of an external shock to the system.

Manufacturing

Mergers and Inquisitions

DECEMBER 4, 2024

Technology & Services: This one includes any company that is built on top of sports, such as firms in the gambling, data/analytics, software, and live event sectors. Is it suddenly popular among a certain demographic due to recent events or player relationships (e.g., How many live viewers does the average game have?

Investment Banking

CNBC: Investing

JULY 17, 2025

The options are structured such that the fund loses nothing in certain downside scenarios, creating the "buffer," but in exchange gives up some upside in the event the market rallies. "For the most part, investors aren't necessarily looking to knock the lights out.

Investors

CNBC: Investing

JULY 8, 2025

Citigroup , Wells Fargo and Bank of America are among the banks that recently announced plans to raise their dividends after passing the latest Federal Reserve stress tests of their financial health in the event of an economic downturn. Wells Fargo is boosting its payout by 12.5%

Stock

Razorpay

MAY 23, 2025

With the rise of open-air kiosks, express food courts, and outdoor events, QSRs increasingly need devices that travel with staffnot the other way around. Smaller devices. Bigger flexibility. Another insight from the trenches: billing doesnt need to be tied to a counter. Here, the Android Smart Mini POS plays a role. Battery efficient.

Food

The TRADE

JUNE 18, 2025

The service utilises BNY and JP Morgan as tri-party collateral agents, with Pirum serving as the transmitter of new trade instructions and post-trade lifecycle events for clients. Cboe Clear Europe is offering central clearing, settlement and post-trade lifecycle management of European SFTs in cash equities and ETFs.

Trading

Beyond M&A

AUGUST 1, 2025

Too many founders treat a sale like a calendar event. You don’t “prepare” for exit. You design for it — long before the exit is in motion. That’s one of the biggest mindset shifts we push at Beyond M&A. Something for “next year” or “when the numbers are better.” But in reality? Exit is just growth with a spotlight on it.

Financial Modeling

CNBC: Investing

JUNE 11, 2025

"There's a lot of news events and pretty material market-moving news events that all are going to converge in the months of July and August," said Darrell Cronk, president of Wells Fargo Investment Institute and chief investment officer for Wells Fargo's wealth and management division.

Portfolio

Lake Country Advisors

MAY 9, 2025

Industry Events: Trade shows or conventions can connect you with strategic buyers looking for synergistic growth opportunities. The search typically involves a combination of: Broker Networks: Specialized or local business brokers can access databases of interested parties segmented by industry and deal size.

Middle Market

Global Newswire by Notified: M&A

AUGUST 1, 2025

These forward-looking statements are not guarantees of future performance and are subject to risks and uncertainties, including economic, legislative, regulatory, competitive and other factors, and there are certain important factors that could cause actual results or the timing of events to differ, possibly materially, from expectations or estimates (..)

Acquisitions

Global Newswire by Notified: M&A

JULY 7, 2025

Except as required by law, Norwood Financial and Presence do not undertake any obligation to update any forward-looking statement to reflect circumstances or events that occur after the date the forward-looking statement is made.

IT

Sun Acquisitions

NOVEMBER 18, 2024

Cultural Exchange Programs: Organize events and programs that allow employees from both companies to interact, learn about each other’s cultures, and build relationships. Open Communication Channels: Establish transparent and open communication channels for employees to voice concerns, ask questions, and share ideas.

M&A