CNBC: Investing

JULY 31, 2025

Here’s what it means for fixed income investors Published Thu, Jul 31 2025 3:37 PM EDT Darla Mercado, CFP® @darla_mercado WATCH LIVE The U.S. economy is looking resilient based on recent data, but cracks are starting to show for certain companies – and that could be bad news for investors chasing yield. decline in the previous quarter.

Investors

JD Supra: Mergers

MAY 8, 2025

The Saudi General Authority for Competition (GAC) continues to develop its antitrust and competition regulatory framework to bring it in line with international standards.

Investors

JD Supra: Mergers

JULY 17, 2025

While the full effect on how deals are negotiated and structured will need to play out over time, the bill already offers some clear takeaways for entrepreneurs, investors and. It hasn’t taken long for the business world to start unpacking the implications of the newly passed One Big Beautiful Bill Act (OBBBA). By: Rivkin Radler LLP

M&A

Growth Business

JANUARY 22, 2025

Founders that have successfully built bootstrapped companies are notoriously careful when it comes to choosing an investor, and rightly so. It is fundamental that these companies find the right investor. Timing, experience and investment approach are key considerations when selecting an investor.

Investors

JD Supra: Mergers

JANUARY 22, 2025

A side letter in the venture capital sector is an agreement between an investor and the company it is investing in that entitles the investor to certain contractual rights, which supplement and are in addition to other rights specifically provided to the investor as a holder of equity securities under the companys governance documents the documents (..)

Negotiation

JD Supra: Mergers

JULY 31, 2025

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team – shares a series of conversations with independent sponsors, capital providers, and other professionals.

M&A

Beyond M&A

JULY 31, 2025

What Happened Next Surprised Everyone When we presented this to the investor, the reaction wasn’t hesitation — it was confidence. Instead of second-guessing what might be hidden behind polished pitch decks, the investor saw a clear map of known issues, open risks, and management’s thinking around each one. Not defensively.

Investors

MergersCorp M&A International

DECEMBER 9, 2024

Malta, a small archipelago in the Mediterranean Sea, has established itself as a powerhouse in the gaming industry, drawing in companies and investors from around the globe. EU membership enhances Malta’s credibility and assures foreign investors of a secure business environment.

Corporation

How2Exit

NOVEMBER 25, 2024

Developing a compelling roll-up narrative to assure investors on return potentials is key, whether one is a seasoned CEO or a novice operator. ” The podcast discussion illuminated how strategic acquisitions can multiply value for investors and stakeholders through operational synergies and increased bargaining power in the industry.

Business

Beyond M&A

AUGUST 6, 2025

We sit in boardrooms, sift through codebases, and help investors make high-stakes decisions with confidence. The Pivot: Building for Founders, Not Just Investors We realised that while our service offering is tailored to investors , our SaaS platform had to pivot towards founders. That’s not our style. We know it intimately.

Investors

The TRADE

NOVEMBER 12, 2024

Golden Gate Capital is a new investor, and will support oneZero alongside the businesses current financial partner, Lovell Minnick Partners with whom it entered a partnership in 2019.

Capital

CNBC: Investing

JULY 25, 2025

This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday's closing bell. The OpenAI program runs on Azure, and OpenAI also announced it would make a "new, large Azure commitment." It grew 2% faster than it did in the December quarter.

Investors

Beyond M&A

FEBRUARY 19, 2025

Because in this case, the management team is proactively investing in an assessment, on their own dime, and is willing to explore every nook and cranny to uncover potential issues before investors do. Investors Expect Amber Flags A key takeaway: investors expect amber flags. But I digress. But doing so defeats the purpose.

M&A

Beyond M&A

JULY 24, 2025

So when it comes to real diligence, the investor (or buyer) has to critically assess your business for themselves. And so, they miss out on the forced clarity that investor scrutiny brings. It’s a self-serve platform that shows you where your business stands — from a private equity and institutional investor perspective.

Investors

Lake Country Advisors

AUGUST 6, 2025

Investor Buyer : This includes private equity firms, family offices, or individual investors who see your business as an opportunity for return on investment. Investor : Financial buyers typically want you to remain involved for a limited time after the sale. The type of buyer you sell to shapes every part of that outcome.

Investors

CNBC: Investing

MAY 9, 2025

Will McGough, Prime Capital Financial director of investments, said Palantir is a buy even though the stock has rallied 55% this year.

Stock

Beyond M&A

JUNE 17, 2025

It’s “Can this tech deliver on the growth story investors are buying into?” “The job isn’t to find perfect tech. The job is to find the risk.” It took me years to understand that sentence deeply. Now I live by it. In Tech Due Diligence, especially in fast-moving deals, founders often expect us to play judge and jury. It’s about clarity.

Risk Assessment

CNBC: Investing

JULY 12, 2025

"We expect investors to reward fundamental beats this quarter as positioning appears neither crowded nor fearful," Goldman analysts led by John Marshall wrote in a report on Thursday. that was priced in last quarter, suggesting investors are "much less fearful" in July than they were in April, the Goldman analysts said.

Trading

CNBC: Investing

JULY 19, 2025

per share) Stock Chart Icon Stock chart icon Global Payments in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Stock Market Value : $19.98B ($81.93 What's happening Elliott has taken a position in Global Payments.

Shares

Beyond M&A

DECEMBER 18, 2024

billion in investor funding over the last 12 months, spread over 156 deals, an increase of 81.4 For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. To some, Agent-based AI is a buzzword, to others, they are already commercialising it.

Investors

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. Cross-Border Deals: Cross-border M&A activity is expected to increase, despite regulatory challenges, as companies look to expand into new markets.

M&A

Beyond M&A

JUNE 19, 2025

As an investor or advisor, I’ve learned this: The past matters, but only as a context check. My little one keeps singing this in the car: “Yesterday was history. Tomorrow is a mystery. Today is a gift. That’s why we call it The Present.” I hadn’t heard it before. Catchy, simple – and totally spot on. It’s not a verdict. It’s not a certainty.

M&A

CNBC: Investing

JUNE 13, 2025

With the recent market gains, now may be the time for investors to consider buying call options as a substitute for stocks, according to Goldman Sachs.

Stock

Beyond M&A

JUNE 9, 2025

Everyone’s LinkedIn is perfectly optimised for investor confidence. What’s quietly on fire in the background while everyone smiles for the investor day Zoom call? It helps investors understand what kind of engine they’ve bought. But what if we assessed investors , too? We want the truth. An exciting deal. Great product.

Business

How2Exit

JULY 15, 2025

Summary: When Alan Whitman took the reins as CEO of Baker Tilly, he didn’t just grow a firm—he rewired it for scale. In this rich and revealing episode of M&A Diaries , host James explores how Whitman led Baker Tilly through a decade-long transformation, tripling its revenue from $500 million to $1.5 Complacency masked as culture.

M&A

The TRADE

JULY 4, 2025

 Why is it that combined is a different tool for post-trade combined checks when our TCA tools could do this? It’s The post Buy-side trading heads unpack what it really means to do more with less appeared first on The TRADE.

Trading

MergersCorp M&A International

JULY 5, 2025

The journey typically unfolds in several distinct phases: The SPAC IPO: The process begins with a group of experienced sponsors (often seasoned investors, entrepreneurs, or industry experts) forming a shell company with no existing operations. This SPAC then conducts an IPO, selling units typically priced at $10 each, to public investors.

IPO

Beyond M&A

JUNE 23, 2025

Whether you’re a CTO polishing your tech narrative, a founder thinking about exit strategy, or a post-merger leader aligning operations, these tools are designed to close the gap between founder ambition and investor expectation. In reality, investors and acquirers expect a well-run ship from day one of discussions.

Mergers and Acquisitions

CNBC: Investing

JUNE 9, 2025

It has a set of viral features like social trading (use of influences), copy trading (mimics successful investor portfolios), and AI-driven smart portfolios offering retail investors thematic/strategy-based trading." The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share.

IPO

JD Supra: Mergers

NOVEMBER 27, 2024

They discuss: What is a down round and how should it be perceived (0:27) What occurs in an average down round (2:12) Why investors and companies typically engage in a recap (5:03). Max Cantor and Samir Bakhru explain the mechanics of down rounds, their impact on capitalization tables and the need for proper legal counsel and communication.

Investors

The TRADE

JULY 22, 2025

Bloomberg has expanded its leveraged loan index offering and data solutions for European and global markets in a bid to provide greater investor insight into the fixed income market.

Investors

CNBC: Investing

JULY 11, 2025

John Marshall, head of derivatives research at Goldman, said in a note to clients Wednesday that his team thinks investors can find success by betting on outsized moves for stocks around the time that they report their latest earnings. The stock enters this earnings season already up 40% year to date, through Thursday.

Stock

CNBC: Investing

AUGUST 9, 2025

The activist investor appreciates Viasat's Defense and Advanced Technologies business, dubbing it a 'crown jewel' that may be due for a spinoff or IPO.

IPO

Beyond M&A

JULY 29, 2025

The best investors use it pre-deal and post-deal. It suggests many people — especially first-time founders or generalist investors — still don’t know what they’re supposed to be asking for. It suggests many people — especially first-time founders or generalist investors — still don’t know what they’re supposed to be asking for.

Mergers and Acquisitions

Beyond M&A

AUGUST 8, 2025

Instead, we coached them through delivery clarity and investor-facing narrative work. When asked about his process, Michelangelo once said: “I saw the angel in the marble and carved until I set him free.” It’s a poetic way to describe what is, at its core, a process of removal, refinement, and revelation. But the most powerful DD work?

Investment

CNBC: Investing

JUNE 14, 2025

The Wall Street firm says these companies are resilient and that investors should quickly buy them. CNBC Pro combed through Goldman Sachs research to find five buy-rated stocks that it says have more upside. They include: Apple, MasTec, BJ's, Valvoline and Kontoor Brands. Goldman also raised its price target to $195 per share from $156.

Stock

Beyond M&A

JUNE 30, 2025

He believed many of us in MA& are now experiencing “AI Fatigue” – investors, consultants, etc are exhausted not by the potential of AI, but by the smoke and mirrors — the over-promises, the rehashes, the pitch decks that say “transformational” when they mean “marginally helpful.” Smart tagging. Automated templates. Revolutionary?

M&A