Sun Acquisitions

FEBRUARY 23, 2024

Financial transactions, whether buying a business , selling a property, or investing in a venture, can be complex and riddled with potential pitfalls. In these intricate financial landscapes, professional guidance becomes invaluable. Accountants: The Financial Architects Accountants are the financial architects of any transaction.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Global Banking & Finance

MARCH 14, 2024

How Joey Miller, New Braunfels, Texas, Financial Advisor Found His Calling As 21-year-old Joey Miller of New Braunfels, Texas, stood working another overtime shift at the papermill with a toddler at home, he may not have been considering a lengthy career as a financial advisor.

Finance 40

Finance Finance 40

Truelytics: M&A

OCTOBER 6, 2022

While every financial advisor's business is unique, there are some common challenges faced by all independent advisors and RIAs. One of the big takeaways from this episode is how much opportunity opens up when advisors start to expand their professional networks with complementary solution providers.

Business 52

Business IT M&A Funds 52

Sidley Shareholder Litigation

MAY 10, 2023

Financial advisors often are intimately involved in the SPAC process: they help screen which companies are attractive targets for a SPAC merger and, once a target is chosen, conduct diligence to determine that the target is a genuinely good merger partner.

Mergers 52

Mergers 52

Woodside Capital Partners

SEPTEMBER 18, 2023

Palo Alto – September 18, 2023 – Woodside Capital Partners acted as the exclusive financial advisor to EXALOS, a Swiss photonics company specializing in the design of. The post WCP Acts as Exclusive Financial Advisor to Exalos on their Acquisition by indie Semiconductor appeared first on Woodside Capital Partners.

Acquisitions 52

Acquisitions Capital 52

Truelytics: M&A

FEBRUARY 24, 2021

Modern Financial Advisor Podcast · Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends "Father Time is undefeated" they say in sports when talking about an aging player not named Tom Brady or LeBron James. Father Time also calls on RIAs and independent financial advisors as well.

Mergers and Acquisitions 52

Mergers and Acquisitions Shares Mergers Acquisitions 52

Woodside Capital Partners

FEBRUARY 13, 2023

Palo Alto – December, 2022 – Woodside Capital Partners acted as the exclusive financial advisor to Helpshift on their acquisition by Keywords Studios, an international technical service. The post WCP Acts as Exclusive Financial Advisor to Helpshift on their Acquisition by Keywords Studios appeared first on Woodside Capital Partners.

Acquisitions 52

Acquisitions Capital 52

Deal Lawyers

MAY 6, 2024

The Delaware Supreme Court doesn’t appear to be seeing eye-to-eye with the Chancery Court when it comes to disclosure of advisor conflicts.

IT 111

IT 111

H. Friedman Search

FEBRUARY 22, 2024

My role there is to train and recruit financial advisor recruiting nationwide for banks, community banks, and credit unions. It is allowing me to share my years of recruiting experience with financial professionals in a different way. Core Wealth Search is a distinct and separate entity from H. Friedman Search.

Recruitment 195

Recruitment Finance Finance Shares 195

CNBC: Investing

APRIL 23, 2024

The market pro offered two names and one ETF to consider picking up.

Stock 95

Stock 95

PE Hub

MARCH 7, 2024

Baird served as financial advisor to Court Square while Guggenheim Securities served as financial advisor to Velosio. The post Digital services firm Velosio snags investment from Court Square appeared first on PE Hub.

Investment 86

Investment Securities 86

PE Hub

JANUARY 5, 2024

Raymond James served as financial advisor to Thoma Bravo while Stifel served as financial advisor to BlueMatrix. The post Thoma Bravo backs investment research publisher BlueMatrix appeared first on PE Hub.

Investment 89

Investment 89

PE Hub

SEPTEMBER 6, 2023

Clearsight Advisors served as financial advisor to CREO while Crosstree Capital Partners served as financial advisor to Grant Avenue. The post Grant Avenue recaps life sciences and healthcare consultancy CREO appeared first on PE Hub.

Consulting 98

Consulting Healthcare Capital 98

Deal Lawyers

MARCH 27, 2024

.; 3/24) the Delaware Supreme Court overruled the Chancery Court and held that allegations of undisclosed conflicts of interest involving a special committee’s legal and financial advisors were sufficient to deny the defendants’ motion to dismiss breach of fiduciary duty claims. […]

M&A 111

M&A Asset Management Management 111

PE Hub

DECEMBER 18, 2023

Capstone Partners acted as financial advisor to Dobbs on the transaction, while Stifel acted as financial advisor to Audax. The post Audax invests in tire retailer Dobbs appeared first on PE Hub.

Retail 85

Retail Investment 85

PE Hub

DECEMBER 14, 2023

Piper Sandler served as lead financial advisor to HeartLand while Solomon Partners and CCG Advisors served as co-financial advisors. The post Pritzker Private Capital scoops up commercial landscaping firm HeartLand appeared first on PE Hub.

Capital 75

Capital 75

PE Hub

FEBRUARY 26, 2024

Robinson Bradshaw Hinson served as legal advisor and Rothschild as financial advisor to Astara. The post Astara backs homebuilding design services firm Ally Building Solutions appeared first on PE Hub.

78

78

PE Hub

FEBRUARY 5, 2024

Guggenheim served as Aquiline’s lead financial advisor, alongside Lincoln and Rothschild while TripleTree served as financial advisor to Health Prime. The post Health Prime snags investment from Aquiline Capital appeared first on PE Hub.

Capital 71

Capital Investment 71

Truelytics: M&A

JUNE 2, 2022

Modern Financial Advisor Podcast ·. Episode 82 - How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm. Securing financing for your RIA or multi-advisor wealth management firm can be complex. That's why Jeff Conyer and his team started Wealth Advisor Financing. Subscribe to the Podcast!

Finance 98

Finance Finance Securities Management 98

PE Hub

FEBRUARY 26, 2024

Mesirow Financial, Inc acted as financial advisor to BloApCo on the deal. The post Valesco invests in manufacturer Blower Application appeared first on PE Hub.

Manufacturing 78

Manufacturing Investment 78

PE Hub

NOVEMBER 13, 2023

Baird served as financial advisor to DCG and a Hogan Lovells team led by Bill Curtin served as legal advisor. The post Car dealership M&A advisor DCG secures investment from Kaltroco appeared first on PE Hub.

M&A 89

M&A Securities Investment 89

Shearman & Sterling

FEBRUARY 11, 2021

The Court found that plaintiff adequately alleged that Presidio's financial advisor and CEO "steered the sale process" toward a bidder who made an inferior offer, but that related claims against the board and controlling stockholder must be dismissed for failure to plead non-exculpated and money damages claims.

Sale 52

Sale Acquisitions IT 52

PE Hub

NOVEMBER 3, 2023

Marks Baughan served as financial advisor to TRAFiX while RBC Capital Markets was financial advisor to Marlin. The post Marlin invests in global trading software provider TRAFiX appeared first on PE Hub.

Trading 78

Trading Investment Capital Market Capital 78

PE Hub

SEPTEMBER 8, 2023

Alvarez & Marsal Transaction Advisory Group served as financial advisor to DPC while Ridge Advisory served as financial advisor to Warshaw. The post Dunes Point Capital acquires electrical products provider Warshaw Supply appeared first on PE Hub.

Capital 88

Capital Advisory 88

PE Hub

MARCH 5, 2024

Based in Denver, Mercer Advisors is a wealth management and financial planning firm. The post PE-backed Mercer Advisors snaps up wealth management firm MDK appeared first on PE Hub.

Management 67

Management 67

PE Hub

JANUARY 4, 2024

Grant Thornton and Boston Consulting Group served as commercial and financial advisors for AUA Private Equity while Ernst & Young Capital Advisors, LLC served as financial advisor to Weaver Popcorn Manufacturing. The post AUA Private Equity snaps up Weaver Popcorn Manufacturing appeared first on PE Hub.

Private Equity 65

Private Equity Manufacturing Equities Consulting 65

PE Hub

FEBRUARY 26, 2024

William Blair & Company served as financial advisor to Lightyear on the deal. The post Lightyear invests in Prime Pensions appeared first on PE Hub.

Investment 90

Investment 90

CNBC: Investing

OCTOBER 12, 2023

"AI is going to lead to one of the biggest improvements in productivity … which is highly anti-inflationary," Wood said at CNBC's Financial Advisor Summit.

120

120

PE Hub

FEBRUARY 2, 2024

Lincoln International LLC served as financial advisor to CRA and Bestige. The post Kinderhook buys Compactor Rentals of America appeared first on PE Hub.

95

95

PE Hub

MARCH 7, 2024

ICG Capital served as financial advisor to ORC on the transaction. The post Carousel Capital invests in O.R. Colan Associates appeared first on PE Hub.

Capital 85

Capital Investment 85

PE Hub

SEPTEMBER 8, 2023

Edgemont Partners served as financial advisor to Tekton on the deal while Lincoln International served as financial advisor to Havencrest. The post Clinical trial site network Tekton snags investment from Havencrest appeared first on PE Hub.

Investment 84

Investment 84

Global Banking & Finance

APRIL 23, 2024

Open Banking and Cross-Border Payments: Advancements and Challenges As the global financial ecosystem becomes increasingly interconnected, open banking is emerging as a pivotal technology in revolutionizing cross-border payments.

Bank 92

Bank Banking Business 92

PE Hub

JANUARY 3, 2024

Mercer Advisors is a wealth management and financial planning firm headquartered in Denver. The post PE-backed Mercer Advisors scoops up Transitions Wealth Management appeared first on PE Hub.

Management 76

Management 76

PE Hub

NOVEMBER 16, 2023

Lincoln International served as financial advisor to Gemspring, and Kirkland & Ellis served as legal advisor. The post Gemspring snaps up fencing installer Fenceworks appeared first on PE Hub.

83

83

PE Hub

DECEMBER 5, 2023

Headquartered in Denver, Mercer Advisors is a wealth management and financial planning firm. The post PE-backed Mercer Advisors scoops up wealth management firm Paragon appeared first on PE Hub.

Management 80

Management 80

PE Hub

JULY 24, 2023

Baird served as financial advisor to Smartlinx while Triple Tree, LLC served as financial advisor to Lone View The post Lone View Capital invests in healthcare workforce platform Smartlinx appeared first on PE Hub.

Healthcare 84

Healthcare Capital Investment 84

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

Financial Modeling 130

Financial Modeling Financial Models Mergers and Acquisitions Mergers 130