Investment and M&A - Investment Banking Today

M&A Insights Series – Tariff Impacts, Deal Processes, and Advice for Buyers and Sellers: A Conversation with Dave Kakareka of Balmoral Advisors (Part 2)

JD Supra: Mergers

MAY 8, 2025

To help businesses, owners, investors, and deal professionals better understand the evolving M&A market, Robert Connolly a partner in LPs Corporate Practice Group and leader of LPs Independent Sponsor and Private Equity teams shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A

M&A Private Equity Investment Banking Corporation

The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A

Sun Acquisitions

APRIL 25, 2025

Increased capital gains taxes can have a far-reaching impact on the business landscape, with ripple effects extending to various sectors, including private equity and venture capital (PE/VC) investments in mergers and acquisitions (M&A). As a result, a capital gains tax hike can reduce PE/VC-backed M&A activity.

Private Equity

Private Equity M&A Capital Investment

Mastering M&A KPIs: Goals and Getting Started

Midaxo

MARCH 19, 2025

However, despite this importancealong with the relative high failure rates in executing on M&A the M&A process has often lacked the same rigorous scrutiny and end-to-end optimization that is applied to other core functions such as sales and manufacturing. Despite the availability of modern end-to-end M&A platforms (e.g.,

M&A

M&A Management Business Accountant

[Podcast] Rev Up! Deal Drivers: Steering Through Workforce Challenges in M&A

JD Supra: Mergers

DECEMBER 3, 2024

With a likely uptick in M&A and investment activity in the Automotive/Mobility industry just over the horizon, we grab the steering wheel and take a spin with Deal Drivers. Key among the issues to consider when doing a deal is how the. By: BakerHostetler

M&A

M&A Manufacturing Investment

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

S&P

Binance is banking big on M&A and VC deals

TechCrunch: M&A

MAY 15, 2023

The world’s largest crypto exchange by volume, Binance, is making big bets on M&A this year, paying particular attention to geographical gaps and customer base. Ling’s role at the company focuses on VC investments, strategic M&A and business development. So the investments that we do are basically across the board.

M&A

M&A Bank Banking Portfolio

Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager

Investment Manager Management Investment Asset Management

Medtech M&A and Venture Investments Show Renewed Strength

JD Supra: Mergers

NOVEMBER 19, 2024

The medtech sector is showing promising signs of recovery in both mergers and acquisitions (M&A) activity and venture capital (VC) investments. By: Goodwin

M&A

M&A Mergers and Acquisitions Investment Mergers

Navigating the Dynamic M&A Landscape in the Sports Apparel Industry

JD Supra: Mergers

SEPTEMBER 27, 2024

The mergers and acquisitions (M&A) landscape in the sports industry has remained notably active and attractive to investors, driven by continuous digital transformation and global franchise investments. Since 1985, the sports industry has recorded 5,724 M&A transactions, amounting to $1.7

M&A

M&A Mergers and Acquisitions Mergers Investors

M&A is back and the enterprise is hot

TechCrunch: M&A

JUNE 30, 2023

It’s been a quiet year when it comes to tech M&A. It’s unclear whether it was a lack of cash, high interest rates or buyer caution in an uncertain market, but suddenly this week, it’s as though the M&A floodgates finally opened and we started to see some movement. Time will tell, but on Monday IBM grabbed Apptio for $4.6

M&A

M&A Valuation IT Investment

M&A in 2024 and Trends for 2025

JD Supra: Mergers

JANUARY 10, 2025

Global M&A in 2024 faced geopolitical issues, elevated interest rates, and inflationary pressures, with expanding antitrust, foreign investment, national security, and export regimes adding complexity. By: Morrison & Foerster LLP

M&A

M&A Bank Banking Investment

M&A Insights and Outlooks Regarding Financing: A Conversation with Gary Grote of Bridgepoint Investment Banking

JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. In this Q&A, Gary discusses the financing landscape, how it impacts overall deal activity, and what may be on the horizon for M&A deals in the upcoming year.

M&A

M&A Investment Banking Finance Finance

AI Considerations in Government Contract Related M&A Transactions

JD Supra: Mergers

AUGUST 7, 2024

As general interest and investment in AI has accelerated since the initial public launch of ChatGPT, so too has the U.S. federal government both increased its spending in the area and the speed with which it adopted guidelines on the utilization of AI more generally. This tracks other actions outside the U.S.,

Government

Government M&A Utilities Investment

The Mergers & Acquisitions Review: US Trade Compliance Due Diligence 2024

JD Supra: Mergers

DECEMBER 20, 2024

In addition to a myriad of issues to consider during M&A transactions, parties should conduct due diligence related to US trade regulations and the often-related foreign investment regulations that arise in the context of an acquisition by a foreign company. the impact of foreign investment reviews triggered by.

Trading

Trading Acquisitions Mergers M&A

Measuring the ROI of M&A Deals: Key Metrics and KPIs

Sun Acquisitions

APRIL 29, 2025

Mergers and acquisitions (M&A) can be a powerful tool for driving growth and creating business value. However, to ensure that M&A deals are successful, measuring their return on investment (ROI) is essential. It is calculated by dividing the net profit from the investment by the initial investment.

M&A

M&A Mergers and Acquisitions Profitability Investment

2023 M&A Annual Review

JD Supra: Mergers

FEBRUARY 2, 2024

Our M&A team is honored to have represented clients in some of the most compelling transactions in 2023—from advising SoftBank on two acquisitions of public companies in the robotics space, to partnering with sustainable food chain investing firm Paine Schwartz Partners and Special New Fruit Licensing (SNFL) on SNFL’s combination with International (..)

M&A

M&A Food Acquisitions Investment

Yieldstreet to acquire real estate investment platform Cadre

TechCrunch: M&A

NOVEMBER 30, 2023

Alternative investment platform Yieldstreet announced today that it has agreed to acquire Cadre, an online real-estate-focused investment platform aimed at institutional and high net worth investors. Financial terms of the deal were not disclosed.

Investment

Investment Finance Finance Investors

2024 Summer review – M&A legal and market developments

JD Supra: Mergers

SEPTEMBER 6, 2024

We set out below a number of interesting English court decisions and market developments which have taken place and their impact on M&A transactions. Investment bank not. Investment bank not. Our Summer review looks at these developments and gives practical guidance on their implications. By: White & Case LLP

M&A

M&A Investment Banking Insurance Bank

Canada's M&A Landscape Q2 2024: Special Edition on Québec

JD Supra: Mergers

JULY 25, 2024

In this special edition of Bennett Jones' quarterly M&A update, we look at deal activity and the investment climate in Canada with a focus on the Québec market.

M&A

M&A Private Equity Investment Equities

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

JD Supra: Mergers

OCTOBER 17, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking

Transactional Liability Insurance in Renewable Energy and Climate/Clean Technology M&A: Insights Into Deploying a Critical Risk Allocation Tool

JD Supra: Mergers

DECEMBER 15, 2023

The renewable energy and climate/clean technology sectors have witnessed substantial growth and investment in recent years, spurred by accelerating energy transition initiatives and financial incentives passed into law.

M&A

M&A Mergers and Acquisitions Insurance Acquisitions

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

JD Supra: Mergers

MAY 23, 2024

As applications and use cases for digital assets and their blockchain infrastructure grow and become more sophisticated, investments and valuations for businesses in these areas have grown as well. The growing number of opportunities have attracted a diverse group of investors and lenders.

Financial Institution

Financial Institution M&A Business Investment

UK Open for M&A - Government Seeks Evidence on National Security and Investment Act Scope

JD Supra: Mergers

FEBRUARY 21, 2024

The National Security and Investment Act 2021 (NSIA), the UK’s first standalone regime for screening investments on national security grounds, has been in force for two years. The UK government is considering steps to make the regime more business-friendly, while maintaining and refining essential national security protections.

Government

Government Securities Investment M&A

Reform of the EU Foreign Direct Investment Screening Regulation – How might M&A Transactions be impacted?

JD Supra: Mergers

MARCH 27, 2024

On 24 January 2024, the European Commission (“Commission”) unveiled its proposals to reform the current EU Foreign Direct Investment Screening Regulation 2019/452 (“FDI Screening Regulation”).

M&A

M&A Investment Economics Securities

Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation

Sun Acquisitions

DECEMBER 16, 2024

In this race to a greener future, Mergers and Acquisitions (M&A) are emerging as a powerful tool for companies to gain a significant edge. This hypothetical scenario perfectly illustrates the power of M&A in the sustainability sector. Innovation on Fast Forward M&A fosters a unique environment for accelerated innovation.

M&A

M&A Mergers and Acquisitions Collaboration Private Equity

Robinhood snaps up Pluto to add AI tools to its investing app

TechCrunch: M&A

JULY 1, 2024

Investment app Robinhood is adding more AI features for investors with its acquisition of AI-powered research platform Pluto Capital, Inc.

Investment

Investment IT Portfolio Investors

4 Characteristics of a Winning M&A Pipeline

Midaxo

APRIL 23, 2024

Building a successful M&A pipeline is challenging. During our recent webinar, “ 4 Steps to Build a Winning M&A Pipeline ,” we discussed the four characteristics that stood out. The best Corp Dev leaders know that the investment of time here pays off handsomely. investment banks, analyst firms, strategic consultancies.).

M&A

M&A Investment Banking Analyst Corporation Investment Banking

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A

M&A Securities Mergers and Acquisitions Investment Banking

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A

M&A Mergers and Acquisitions Book-building Business

SBA’s New Rules Impact M&A

Focus Investment Banking

FEBRUARY 10, 2025

This included: Minority Controls When a large business makes a minority investment in a small business contractor, there are some minority shareholder rights that allow the minority shareholder to block extraordinary actions by the small business without triggering affiliation rules. Note that this change goes into effect January 17, 2026.

M&A

M&A Business Stock Acquisitions

Continued Growth in Software and IT Services M&A Expected in 2025

Solganick & Co.

DECEMBER 20, 2024

December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. Forecast for 2025: Continued Growth: M&A activity is expected to continue to rise in 2025, with a focus on strategic acquisitions and digital transformation.

M&A

M&A IT Mergers and Acquisitions Valuation

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

MergersCorp M&A International

DECEMBER 2, 2024

New York, NY – The Korea Trade-Investment Promotion Agency (KOTRA) in New York is excited to announce its strategic partnership with MergersCorp M&A International, an american leading investment banking and advisory firm specializing in mergers and acquisitions (M&A) and corporate finance.

Corporate Finance

Corporate Finance M&A Finance Finance

Bob Lipton Joins FOCUS Investment Banking as Managing Director in Human Capital Management Team to Expand M&A Services to the Legal Community

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 8, 2025) FOCUS Investment Banking, a leading middle-market investment banking firm, is pleased to announce that Bob Lipton has joined the firm as a Managing Director in the Human Capital Management (HCM) team. FOCUS Investment Banking specializes in middle-market transactions across a wide range of industries.

Investment Banking

Investment Banking M&A Management Capital

CFIUS & Export Controls: The Foreign Investment Regulations Putting Buyers, Sellers, and M&A Practitioners at Risk

JD Supra: Mergers

JANUARY 22, 2024

In recent memory, enforcement of the Committee on Foreign Investment in the United States (“CFIUS” or the “Committee”) regulations has been mostly limited and sporadic. But recently, the U.S.

M&A

M&A Investment Government Securities

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Sun Acquisitions

NOVEMBER 4, 2024

In today’s digital era, artificial intelligence (AI) and automation are revolutionizing industries worldwide, and mergers and acquisitions (M&A) are no exception. These technologies are fundamentally altering how businesses approach M&A, enhancing efficiency, reducing risks, and unlocking new opportunities for value creation.

M&A

M&A Mergers and Acquisitions Risk Assessment Collaboration

Corporate Finance and M&A in Québec: Staying Active

JD Supra: Mergers

APRIL 30, 2024

Though 2023 ended in much the same way as it began, with global geopolitical instability and high interest rates, investment in Québec has remained active, particularly in the Montréal area. By: Stikeman Elliott LLP

Corporate Finance

Corporate Finance M&A Finance Finance

The Silent Deal Killer: Why Cultural Integration is Key to M&A Success

Sun Acquisitions

NOVEMBER 18, 2024

Mergers and Acquisitions (M&A) are exciting ventures promising growth, innovation, and market dominance. While financial projections and strategic fit are essential, successful M&A hinges on effectively uniting the distinct cultures of the merging companies. This can lead to a decline in morale, productivity, and innovation.

M&A

M&A Mergers and Acquisitions Collaboration Mergers

M&A in the AI Era: Key Deal Terms To Watch

JD Supra: Mergers

JUNE 25, 2024

Unsurprisingly, AI technology has drawn an enormous wave of investment. The accelerated development of artificial intelligence (AI) has shown the transformative potential of the technology across industries, making it an integral part of strategic planning for market participants, from technology giants to venture capitalists.

M&A

M&A Investment IT

Paving and Asphalt Sector: A Look At M&A Activity

Align Business Advisory Services

OCTOBER 17, 2024

paving and asphalt sector is experiencing a surge in mergers and acquisitions (M&A) activity, driven by a combination of factors that have transformed this once-overlooked industry into a hotbed of investment opportunities. Historically, services like paving were often overlooked by traditional private equity firms.

M&A

M&A Mergers and Acquisitions Private Equity Mergers

It’s OK to Have Amber Flags on Your Vendor Due Diligence Report

Beyond M&A

FEBRUARY 19, 2025

Theres a version of Tech Due Diligence that is inherently collaborative because it involves working openly with the target company and the investment bank. At Beyond M&A, we prefer to call it Pre-Emptive Due Diligence. At Beyond M&A, we prefer to call it Pre-Emptive Due Diligence. But I digress.

M&A

M&A Investors IT Debt

Eastern promise: The M&A pipeline between APAC and the Middle East is primed for growth

JD Supra: Mergers

SEPTEMBER 26, 2024

Trade and investment between the Middle East and Asia-Pacific (APAC) regions is booming, underpinned by restored bilateral relations between Saudi Arabia and Iran—brokered by China—and renewed economic growth potential. Meanwhile, the West’s separation from Russia has arguably pushed Eastern regions to become more cooperative.

M&A

M&A Broker Economics Trading

Strategic Advisors in Global Markets: Your Partner in Investment Banking

MergersCorp M&A International

NOVEMBER 21, 2024

Mergers and acquisitions (M&A) have emerged as critical pathways for companies aiming to achieve these objectives. In this environment, MergersCorp Investment Banking stands out as a dedicated partner for businesses navigating the complexities of the global market.

Investment Banking

Investment Banking Bank Banking Investment

Web3 investment firm Borderless Capital acquires CTF Capital to bring AI and quant expertise

TechCrunch: M&A

MARCH 26, 2024

Borderless Capital, an investment firm that specializes in web3, announced Tuesday that it is acquiring CTF Capital, a quantitative trading and asset management firm headquartered in Miami, with technology and operation teams in Latin America. The financial details of the deal were not disclosed.

Capital

Capital Investment Asset Management Acquisitions

AI in M&A: 10 Things to Consider in Acquisitions

JD Supra: Mergers

SEPTEMBER 18, 2023

The surge in use and development of AI systems and products, particularly generative AI, has increased interest in investing in and acquiring companies that offer AI solutions or that have integrated AI into their operations. By: Orrick, Herrington & Sutcliffe LLP

M&A

M&A Acquisitions Investment

M&A Insights Series – Tariff Impacts, Deal Processes, and Advice for Buyers and Sellers: A Conversation with Dave Kakareka of Balmoral Advisors (Part 2)

The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A

Trending Sources

Mastering M&A KPIs: Goals and Getting Started

[Podcast] Rev Up! Deal Drivers: Steering Through Workforce Challenges in M&A

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Binance is banking big on M&A and VC deals

Clearwater agrees to buy investment management platform Enfusion for $1.5B

Medtech M&A and Venture Investments Show Renewed Strength

Navigating the Dynamic M&A Landscape in the Sports Apparel Industry

M&A is back and the enterprise is hot

M&A in 2024 and Trends for 2025

M&A Insights and Outlooks Regarding Financing: A Conversation with Gary Grote of Bridgepoint Investment Banking

AI Considerations in Government Contract Related M&A Transactions

The Mergers & Acquisitions Review: US Trade Compliance Due Diligence 2024

Measuring the ROI of M&A Deals: Key Metrics and KPIs

2023 M&A Annual Review

Yieldstreet to acquire real estate investment platform Cadre

2024 Summer review – M&A legal and market developments

Canada's M&A Landscape Q2 2024: Special Edition on Québec

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

Transactional Liability Insurance in Renewable Energy and Climate/Clean Technology M&A: Insights Into Deploying a Critical Risk Allocation Tool

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

UK Open for M&A - Government Seeks Evidence on National Security and Investment Act Scope

Reform of the EU Foreign Direct Investment Screening Regulation – How might M&A Transactions be impacted?

Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation

Robinhood snaps up Pluto to add AI tools to its investing app

4 Characteristics of a Winning M&A Pipeline

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

SBA’s New Rules Impact M&A

Continued Growth in Software and IT Services M&A Expected in 2025

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

Bob Lipton Joins FOCUS Investment Banking as Managing Director in Human Capital Management Team to Expand M&A Services to the Legal Community

CFIUS & Export Controls: The Foreign Investment Regulations Putting Buyers, Sellers, and M&A Practitioners at Risk

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Corporate Finance and M&A in Québec: Staying Active

The Silent Deal Killer: Why Cultural Integration is Key to M&A Success

M&A in the AI Era: Key Deal Terms To Watch

Paving and Asphalt Sector: A Look At M&A Activity

It’s OK to Have Amber Flags on Your Vendor Due Diligence Report

Eastern promise: The M&A pipeline between APAC and the Middle East is primed for growth

Strategic Advisors in Global Markets: Your Partner in Investment Banking

Web3 investment firm Borderless Capital acquires CTF Capital to bring AI and quant expertise

AI in M&A: 10 Things to Consider in Acquisitions

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