Focus Investment Banking

NOVEMBER 21, 2024

With over 20 years of executive leadership, M&A expertise, and business strategy experience, Conor strengthens FOCUS’s capabilities across multiple industry sectors, including Power Systems & Renewables, Outdoor Products & eCommerce, Advanced Manufacturing, and Telecommunications & Digital Media.

Investment Banking

PCE

JUNE 9, 2025

Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors. Client-First Focus Known for his thoughtful approach and sharp execution, Brad brings a unique blend of M&A insight and industry perspective.

M&A

CNBC: Investing

JULY 15, 2025

"I'm not ever selling," he said. Here's what he had to say about each name: Citi While Brown said he doesn't own Citigroup, he did acknowledge that the stock looks "outstanding" from a technical perspective. Shares rallied more than 4% in Tuesday's session, bringing its year-to-date gain close to 30%.

Stock

CNBC: Investing

JULY 28, 2025

CEO David M. Here are some of the biggest sales from the last week: BlackRock BlackRock CEO Larry Fink sold 26,900 shares at an average price of around $1,120 a share. The total came to $30.21 million and reduced Fink's holdings by nearly 10%. That makes for a total of $4.98 The sale reduced Freda's holdings by 56%. per share.

Sale

CNBC: Investing

JULY 16, 2025

"Broadcom has a dominant franchise position across several segments of infrastructure software as a result of a long-term M & A strategy. "Broadcom has a dominant franchise position across several segments of infrastructure software as a result of a long-term M & A strategy. Shares have surged 21% this year.

S&P

Global Newswire by Notified: M&A

JUNE 27, 2025

The company is the M&A services provider of choice for North America’s top automotive dealership groups, advising on approximately 40 transactions annually. In 2023, DCG became the only retail automotive M&A company with a significant strategic investor, welcoming Kaltroco to the DCG family.

M&A

The TRADE

JANUARY 17, 2025

I’m thoroughly looking forward to working in Monaco, focusing on providing excellent cross-asset trade execution to clients. McDonald announced his new role on social media. Stuart McDonald has been appointed director, cross-asset trader at Julius Baer, based in Monaco.

Risk Management

CNBC: Investing

JUNE 30, 2025

"I'm very optimistic on deal flow and a deregulatory story that starts to hit the energy sector and financial sector," said Zervos. Worldwide Exchange airs at 5 a.m. ET each day.) Investors heading into Monday's session were looking at financials as the sector outperforms. I would careful calling for much higher market."

S&P

CNBC: Investing

JUNE 9, 2025

The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share. Shares surged more than 5% on Monday to hit a fresh 52-week high. The overwhelming positive sentiment from Wall Street has rewarded the company's decision to go public after a lengthy dry spell for IPOs.

IPO

CNBC: Investing

JULY 19, 2025

How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.

Shares

CNBC: Investing

JULY 30, 2025

Options trade To capitalize on Micron's bullish outlook and current favorable risk-to-reward setup, I'm buying a September $110/$130 Call Vertical @ $6.54 Trade timing The timing to initiate bullish exposure on MU is favorable, given the stock's recent pullback toward strong technical support near $110. Forward PE ratio: 9.2x

S&P

CNBC: Investing

AUGUST 1, 2025

"Talent + synergies + M & A/capital markets recovery = lots of free cash flow," Goldman Sachs wrote. Social media platform Pinterest was another of Goldman's top stock picks. " Aon bought National Financial Partners in April 2024. Of the Wall Street analysts covering Aon, more than half, or 55%, rate it a buy.

Stock

CNBC: Investing

AUGUST 5, 2025

To use a baseball analogy as I'm running travel baseball tryouts tonight, if you throw a ball in the air the speed of ascent will decelerate until the rate of change is zero and gravity takes over and pulls the ball back to the ground. This V-shape recovery-turned-rally from April lows has been unrelenting.

S&P

Global Newswire by Notified: M&A

AUGUST 5, 2025

Accessibility: Skip TopNav Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest Summit Wealth Strategies to operate under Arax Advisory Partners August 05, 2025 08:00 ET | Source: Arax Investment Partners Arax Investment Partners NEW YORK, Aug. The team at Summit exemplifies that spirit.

Investment

Focus Investment Banking

JANUARY 21, 2025

With closer operational integration and a shared vision for growth, the new structure is the natural next step in growing the Companys international offerings in M&A, debt advisory, and equity raising. FOCUS Investment Banking is well-known for its tailored approach to M&A, capital raises, and strategic advisory services.

Investment Banking

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking

CNBC: Investing

JUNE 18, 2025

Options trade To capitalize on AAPL's potential downside, I'm buying a July 18 $195/$180 put vertical @ $3.99 This has been compounded by missed opportunities with Apple Intelligence, slowing iPhone sales, and limited developer support for VisionPro. This entails: Buying the July 18 $195 put @ $5.70

Trading

CNBC: Investing

JULY 10, 2025

He added: "Post-election about six months ago, there was a lot of enthusiasm about these stocks on the view that higher asset prices and more capital markets activity like IPOs and M & A would boost these stocks. Investors are looking for opportunities in alternative asset managers and in cybersecurity. dollar due to tariffs.

Asset Management

Global Newswire by Notified: M&A

AUGUST 1, 2025

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets.

Acquisitions

Sun Acquisitions

APRIL 7, 2025

In today’s dynamic business landscape, strategic mergers and acquisitions (M&A) have become a powerful tool for companies seeking to enhance their financial performance. Diversification, one of the critical benefits of M&A, offers a range of advantages that can significantly improve a company’s bottom line.

M&A

Intrepid Banker Insights

JANUARY 22, 2025

Amidst these challenges, the private capital markets are shaping up for a very busy year. DOWNLOAD PDF The post Market Moments That Matter | A Year of Resilience Ahead first appeared on Intrepid Investment Bankers and is written by Jonathan Zucker

Middle Market

CNBC: Investing

AUGUST 5, 2025

While I already have a bullish bias based on fundamentals, I'm looking to validate the setup using three key technical indicators. I'm using a fast MACD for this trade with settings (5, 13, 5). On July 18, the company reported stronger-than-expected EPS and revenue, outperforming analyst estimates across the board.

Trading

CNBC: Investing

JULY 31, 2025

In the example I'm providing below, I've selected September "regular way" expiration. Consequently, the cost of living remains a struggle for many as real wages declined between the second quarter of 2021 and mid-2023. Second, inflationary policy impacts remain. We want to hear from you.

Trading

Financial Times - Banking

JULY 29, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.

Boutique

Intrepid Banker Insights

JANUARY 22, 2025

Intrepid Investment Bankers Marketing Services M&A Recap for H2 2024 Just released: Our Marketing Services M&A Recap for the second half of 2024! DOWNLOAD PDF The post Marketing Services M&A Recap for H2 2024 first appeared on Intrepid Investment Bankers and is written by Greg Passani

M&A

CNBC: Investing

JUNE 18, 2025

"The way they are doing custom chips, the way they are approaching AWS (Amazon Web Services) … I'm excited," said Kilburg. Worldwide Exchange airs at 5 a.m. ET each day.) "Going back to Q4, Q1 of this year I was pounding the table concerned about Mag 7 being overconcentrated. What have we seen?

Investors

Financial Times - Banking

JULY 29, 2025

Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%. Pay a year upfront and save 20%.

Investment Banking

The TRADE

JANUARY 9, 2025

The five latest investors, as well as contributing capital, are set to share their joint knowledge in the creation and evolution of other stock exchanges globally also, said IMC in a social media announcement. The total capital raised so far stands at an estimated R$200 million following both Series A and B rounds.

Capital Raising

CNBC: Investing

JUNE 11, 2025

The trade To capitalize on WMT's potential downside, I'm selling a July 25, 2025 $98/$103 Call Vertical @ $2.08 The retail giant, a leader in the defensive sector, trades at a substantial premium, raising concerns about downside risk as global trade tensions mount. Forward PE Ratio: 37.4x Buying the July 25, 2025 $103 call @ $1.07

Retail

CNBC: Investing

JUNE 24, 2025

For this particular setup, I'm focusing on Mastercard (MA). For the MA trade, I'm using the following technical indicators to build out my thesis: Support & resistance: Support and resistance zones are often straightforward to identify, and in MA's case, there's clear long-term support around the $530 level.

Trading

CNBC: Investing

JULY 8, 2025

"We feel near-term shares face downside risk as CRWV bulls have the option to buy CORZ at a discount today (30% off from where proposed M & A price is)," the analyst said. Analysts at Mizuho Securities and Stifel downgraded the artificial intelligence cloud computing stock to hold in the last 24 hours.

IPO

Financial Times - Banking

JULY 29, 2025

Cancel anytime during your trial. Keep reading for $1 Explore more offers. Standard Digital $45 per month Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%. Pay a year upfront and save 20%.

Media

Global Newswire by Notified: M&A

JUNE 25, 2025

(“New Home”) and Landsea Homes Corporation (“Landsea Homes”) today announced that New Home has completed the previously announced acquisition of Landsea Homes. The transaction brings together two highly complementary, leading homebuilders to create a privately-held, top-25 national homebuilder with a strong foundation for growth. About New Home Co.

Corporation

Cisco: M&A

MAY 22, 2025

Get ready to explore the future of innovation and collaboration at Cisco Live 2025! From June 8-12 in San Diegoor virtually from anywherethis premier event brings together thought leaders and for Read more on Cisco Blogs

Collaboration

Focus Investment Banking

JANUARY 10, 2025

I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. I’m sitting here at the time of this recording in the North Georgia mountains, spending the holidays with my in laws and reflecting on what a great year 2024 was and how much I’m looking forward to 2025.

Private Equity

CNBC: Investing

JULY 15, 2025

The trade setup: ADSK 295-300 bull call spread I'm approaching this mean reversion setup in ADSK using a bull call spread — a simple yet effective options strategy that limits downside risk while still offering solid return potential. That's where mean reversion comes in. One name catching my attention right now is Autodesk (ADSK).

Trading

CNBC: Investing

JUNE 20, 2025

In this case, I'm using a couple of key technical indicators to spot whether CVNA is setting up for a bounce: RSI (relative strength index): RSI is a flexible indicator that helps identify both trend reversals and continuations. While the standard MACD can lag a bit, I often use a short-term version to catch momentum shifts sooner.

Retail