M&A and Negotiation - Investment Banking Today

Three Big Beautiful M&A Takeaways

JD Supra: Mergers

JULY 17, 2025

While media coverage has mostly centered on its impact on individual taxpayers and the broader economy, the legislation is likely to have meaningful consequences for M&A in particular. By: Rivkin Radler LLP

M&A

M&A Negotiation Media Investors

LOIs in M&A Transactions: Striking the Right Balance Between Commitment and Flexibility

JD Supra: Mergers

JUNE 19, 2025

A letter of intent (LOI) or term sheet tends to be the first substantive document for an M&A transaction. It outlines the key terms and mutual understanding between a buyer and seller while they progress through due diligence and work towards negotiating, preparing, and executing a definitive agreement.

M&A

M&A Negotiation Business IT

Synthetic W&I Insurance: Broadening Warranty Protection in M&A

JD Supra: Mergers

JUNE 20, 2025

Warranty & indemnity ("W&I") insurance is playing an increasingly important role in M&A transactions. Once confined to distressed M&A deals, synthetic W&I is now expanding its reach and being used in asset-heavy sectors like energy and mainstream.

Insurance

Insurance M&A Negotiation IT

Delaware Rulings on Ambiguity, Materiality and Damages in M&A Indemnification Provisions Highlight the Importance of Careful Drafting

JD Supra: Mergers

JULY 23, 2025

Transaction parties often heavily negotiate indemnification provisions because they are valuable mechanisms for allocating risks and transaction costs. Three recent Delaware opinions underscore the importance of (i) defining the scope of indemnification to avoid.

M&A

M&A Negotiation

“AI Fatigue” and the Forgotten Fundamentals of M&A

Beyond M&A

JUNE 30, 2025

I recently had lunch today with a prominent M&A figure from New York. We work in the same field and have the same opinion: M&A is about relationships. Without trust, without connection, M&A turns into a game of contractual warfare. And in our world of M&A, AI is supposedly “coming for us” too.

M&A

M&A Negotiation Consulting IT

Preferred and structured equity investments in the spotlight amid uncertain markets

JD Supra: Mergers

JULY 11, 2025

Here we explore the growing appeal of preferred equity instruments, outline the terms that are heavily negotiated in deals—and explain their impact on M&A. Preferred equity investing is on the rise amid a search for yield and a fall in the number of high-quality assets coming to market. By: A&O Shearman

Equities

Equities Investment Negotiation M&A

Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

How2Exit

JUNE 16, 2025

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A - Watch Here About the Guest: Monica Garcia Dugal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist.

M&A

M&A Business Finance Finance

Striking the Balance: Key Negotiation Points in Today’s Agreements

Focus Investment Banking

JUNE 17, 2025

Striking the Balance: Key Negotiation Points in Today’s Agreements The M&A landscape is always transforming. Letters of Intent (LOIs) have evolved from brief outlines of deal terms to detailed blueprints, setting the stage for negotiations long before the purchase agreement is drafted.

Negotiation

Negotiation M&A Sale Risk Management

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Faster Timelines: Seize the Moment The M&A world is all about speed and agility.

M&A

M&A Mergers and Acquisitions Collaboration Valuation

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

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

How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts

How2Exit

OCTOBER 28, 2024

E252: How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts - Watch Here About the Guest(s): Issac Qureshi : Issac Qureshi is the founder and owner of Bauer, a mergers and acquisitions (M&A) firm specializing in e-commerce. You move from a paid strategy to a nonpaid strategy."

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions M&A

In Tech Due Diligence, It’s Not About Perfect. It’s About Risk.

Beyond M&A

JUNE 17, 2025

You can negotiate around it. appeared first on Technology Due Diligence | IT Due Diligence UK | Beyond M&A. What’s Actually at Stake? Risk in a diligence context doesn’t mean “bad.” It means known , quantified , and strategically manageable. Which ones can we turn into upside with a 90-day plan post-close?

Risk Assessment

Risk Assessment Architecture Debt M&A

Who Are the Best M&A Advisors for Tech Companies?

iMerge Advisors

APRIL 10, 2025

Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Who are the best M&A advisors for tech companies?

iMerge Advisors

APRIL 9, 2025

Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.

M&A

M&A Boutique Valuation Mergers and Acquisitions

MERGERSCORP and CHINAMERGER Forge Strategic Alliance to Revolutionize Cross-Border M&A Opportunities in China Mainland and Hong Kong

MergersCorp M&A International

JUNE 7, 2025

In a landmark announcement poised to redefine the landscape of international mergers and acquisitions, MERGERSCORP, a distinguished global leader in M&A advisory services, and CHINAMERGER, the preeminent digital platform and advisory firm for M&A transactions within China, today unveiled a strategic partnership.

M&A

M&A Mergers and Acquisitions Advisory Corporate Finance

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. The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory. MergersCorp employs a structured methodology to guide clients throughout the deal lifecycle.

Investment Banking

Investment Banking Bank Banking Investment

M&A Trends for 2025: Navigating the Future of Corporate Consolidation

MergersCorp M&A International

DECEMBER 31, 2024

As we stand on the precipice of 2025, the landscape of mergers and acquisitions (M&A) is set to undergo significant transformations driven by a confluence of economic, technological, and geopolitical factors. For instance, sectors like healthcare, technology, and renewable energy are expected to be hotbeds of strategic M&A activity.

M&A

M&A Corporation Mergers and Acquisitions Acquisitions

SPACs: A Path to Public Markets That Shouldn’t Be Overlooked

MergersCorp M&A International

JULY 5, 2025

In the frenetic world of finance, few instruments have sparked as much debate, and perhaps as much misunderstanding, as the Special Purpose Acquisition Company, or SPAC. Yet, to dismiss them entirely would be to overlook their undeniable, and often unsung, benefits in democratizing access to public markets and fostering innovation.

IPO

IPO Mergers and Acquisitions Capital Capital Raising

What's the difference between Buyer-Led vs. Seller-Led M&A? with Matthew Person

How2Exit

JULY 7, 2025

What's the difference between Buyer-Led vs. Seller-Led M&A? From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. Pearson isn’t playing M&A for badges—he’s building companies that last.

M&A

M&A Valuation Acquisitions Negotiation

MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

MergersCorp M&A International

JUNE 25, 2025

MergersCorp, a distinguished global advisory firm specializing in Investment Banking and cross-border Mergers and Acquisitions (M&A), today announced the launch of its highly specialized advisory service dedicated to the divestiture of businesses regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Advisory

Advisory Portfolio Management M&A Asset Management

Navigating Buyer Options, Key Deal Terms, and the Process

Focus Investment Banking

FEBRUARY 4, 2025

What are the key terms I should negotiate in a sale or investment deal? Negotiation goes beyond just the price. To ensure fairness, buyers and sellers agree on a working capital peg during negotiations. Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight.

Sale

Sale Negotiation Private Equity Business

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

iMerge Advisors

APRIL 15, 2025

For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities

Securities M&A Valuation Risk Assessment

EquiLend acquires Trading Apps to expand front-office offering

The TRADE

JULY 30, 2025

EquiLend has acquired Trading Apps, a front-office technology provider whose modular trading solutions and messaging services are used by several securities finance desks globally. TA.Link, a trade messaging service developed by Trading Apps, is also part of the transaction.

Trading

Trading Finance Finance Negotiation

Our SaaS AI product uses several open-source libraries and models (some of which we’ve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

iMerge Advisors

APRIL 15, 2025

Summary of: Open Source in AI SaaS: Licensing and IP Risks in M&A And How to Prepare In todays AI-driven SaaS landscape, leveraging open-source libraries and pre-trained models is not just common its foundational. These licenses are generally low-risk in M&A. Their concern isnt philosophical; its legal and financial.

M&A

M&A Acquisitions Valuation Sale

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. This is not just anecdotal.

Private Equity

Private Equity Equities Valuation M&A

A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

MAY 9, 2025

A clear sense of your company’s market position shapes your negotiation tactics and marketing campaigns since buyers typically seek stable revenue, consistent profits, and a clear growth strategy. Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector.

Middle Market

Middle Market Business Broker Negotiation

What’s the difference between an asset sale vs. stock sale for tech companies?

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale? What Is a Stock Sale?

Sale

Sale Stock M&A Negotiation

What Is an Add-On Acquisition and Why Does It Matter?

Lake Country Advisors

JULY 17, 2025

Sometimes that means taking over a competitor. At other times, it’s about adding a business that fills a gap or strengthens the buyer in a specific area. These deals come in all shapes and sizes, and not all of them are as complex as they sound. A growing trend in the acquisition space is what’s known as an add-on acquisition. The keyword is add-on.

Acquisitions

Acquisitions IT Business Private Equity

Mergers and Acquisitions in the Age of Trump: Opportunities and Challenges

MergersCorp M&A International

NOVEMBER 16, 2024

His presidency brought with it a unique set of policies and attitudes that would directly influence the realm of mergers and acquisitions (M&A). This post will delve into how Trump’s administration impacted M&A activities, examining both the opportunities created and the challenges faced during his tenure.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions M&A

Creative deal structures help life sciences innovators ride out the macro storm

JD Supra: Mergers

JULY 10, 2025

Globally, market volatility has eroded confidence and subdued M&A activity. By: A&O Shearman

Negotiation

Negotiation Valuation M&A IT

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

iMerge Advisors

APRIL 15, 2025

Summary of: Unassigned IP from Early Contractors: A Hidden Risk in M&A Due Diligence In the early days of a startup, speed often trumps structure. One of the most common red flags that surfaces during M&A due diligence is the lack of signed IP assignment agreements from early contractors or freelancers.

M&A

M&A IT Valuation Advisory

Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

JANUARY 22, 2025

Unlike in 2023, when a Q4 dealmaking binge over the holidays led to the sector outperforming the market, life sciences M&A cut down and stuck with it throughout 2024. Unlike in 2023, when a Q4 dealmaking binge over the holidays led to the sector outperforming the market, life sciences M&A cut down and stuck with it throughout 2024.

M&A

M&A Mergers and Acquisitions Pharmaceutical Acquisitions

Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

FEBRUARY 24, 2025

Periculum facilitated and led negotiations with Redwood to ensure the Hope team received both upfront value for its best-in-class operations and future upside to capitalize on the Companys significant growth opportunities. Periculum was introduced to the Hope team by a past client that understood the value of an investment bank.

Sale

Sale IT Investment Banking Advisory

SOLD: Managed Cloud, Cyber Security & Analytics Company with 98% ARR

GillAgency

NOVEMBER 30, 2024

Negotiations hit a wall, and the deal fell apart. At GillAgency, we work closely with our clients through every challenge in the M&A process, ensuring a smooth and successful exit, no matter how complex the path becomes. Selling a tech business with only the owner and a contracted engineer on staff requires a very specific buyer.

Securities

Securities Management Engineering Negotiation

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

JANUARY 8, 2025

Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. Always aim for a diversified client base.

Business

Business IT Sale Valuation

Minority Investment: What SaaS Founders Should Know Before Selling a Stake

Software Equity Group

JULY 2, 2025

SaaS CEOs and founders regularly ask us whether they should consider accepting a minority investment instead of seeking majority investment or selling their businesses outright. A minority investment is when a leader decides to sell less than 50% of the company. Above 50% is a majority investment. The devil is in the details.

Investment

Investment Investors Sale M&A

Scaling Success and Excellence in Collision Shops with Blake Farley

Focus Investment Banking

JUNE 24, 2025

Blake has scaled operations, led successful M&A activity, and built strong shop cultures—and he talks about what separates elite operators from the rest. So I’m looking forward to a great conversation with you as well. Whether you run one location or many, this is a conversation worth leaning into. That’s all I knew.

M&A

M&A IT Manufacturing Insurance

SC Capital Holding in Advanced Talks for Strategic Hospitality Acquisition in Cyprus

Global Newswire by Notified: M&A

JULY 1, 2025

SC Capital Holding enters advanced negotiations, reinforcing its strategy of high-value, ESG-led hospitality investments SC Capital Holding enters advanced negotiations, reinforcing its strategy of high-value, ESG-led hospitality investments

Hospitality

Hospitality Capital Negotiation Acquisitions

Closing with Confidence: Representations and Warranties Insurance in M&A

JD Supra: Mergers

SEPTEMBER 5, 2024

Representations and warranties insurance (RWI) has become an increasingly common feature in mergers and acquisitions (M&A) transactions, serving as a risk management tool for both buyers and sellers.

M&A

M&A Insurance Mergers and Acquisitions Risk Management

How to Sell Your Sign Manufacturing Business for a Premium

Sun Acquisitions

JUNE 9, 2025

Building a great sign manufacturing business requires years of dedication and savvy decision-making. Yet creating a consistently profitable business is only step one. To be completely successful, you have to exhibit the same determined preparation and analytical thinking when it’s time to exit. How Do I Value My Business?

Manufacturing

Manufacturing Business Valuation Sale

Driving Growth Through Financial Insights with Bill Park

Focus Investment Banking

JULY 25, 2025

I’m really looking forward to it. And so I said, you know what, I’m just going to take their business. Bill learned firsthand how a lack of good financial data can hold an operation back so he explains why better financial visibility is the foundation for smarter operations, sustainable growth, and better decision-making.

M&A

M&A IT Business Book-building

Negotiating Transition Services Agreements in Carve-Out M&A Deals

JD Supra: Mergers

OCTOBER 24, 2024

In mergers and acquisitions (M&A), few transactions are as complex as carve-outs.

M&A

M&A Negotiation Mergers and Acquisitions Sale

Warranties and indemnities insurance take center stage in M&A transactions in Africa

JD Supra: Mergers

SEPTEMBER 4, 2024

In most M&A transactions, after the parties have negotiated the basic commercial terms, they then negotiate the warranties and indemnities (W&I). Generally, buyers want the anticipated value of their purchase without any surprises after the deal closes. By: White & Case LLP

M&A

M&A Insurance Negotiation

Three Big Beautiful M&A Takeaways

LOIs in M&A Transactions: Striking the Right Balance Between Commitment and Flexibility

Trending Sources

Synthetic W&I Insurance: Broadening Warranty Protection in M&A

Delaware Rulings on Ambiguity, Materiality and Damages in M&A Indemnification Provisions Highlight the Importance of Careful Drafting

“AI Fatigue” and the Forgotten Fundamentals of M&A

Preferred and structured equity investments in the spotlight amid uncertain markets

Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

Striking the Balance: Key Negotiation Points in Today’s Agreements

M&A in the Digital Age: How Tech is Supercharging Dealmaking

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

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

How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts

In Tech Due Diligence, It’s Not About Perfect. It’s About Risk.

Who Are the Best M&A Advisors for Tech Companies?

Who are the best M&A advisors for tech companies?

MERGERSCORP and CHINAMERGER Forge Strategic Alliance to Revolutionize Cross-Border M&A Opportunities in China Mainland and Hong Kong

Strategic Advisors in Global Markets: Your Partner in Investment Banking

M&A Trends for 2025: Navigating the Future of Corporate Consolidation

SPACs: A Path to Public Markets That Shouldn’t Be Overlooked

What's the difference between Buyer-Led vs. Seller-Led M&A? with Matthew Person

MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

Navigating Buyer Options, Key Deal Terms, and the Process

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

EquiLend acquires Trading Apps to expand front-office offering

Our SaaS AI product uses several open-source libraries and models (some of which we’ve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

A Step-by-Step Guide to Selling a Middle-Market Business

What’s the difference between an asset sale vs. stock sale for tech companies?

What Is an Add-On Acquisition and Why Does It Matter?

Mergers and Acquisitions in the Age of Trump: Opportunities and Challenges

Creative deal structures help life sciences innovators ride out the macro storm

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Periculum Advises Hope Plumbing in its Sale to Redwood Services

SOLD: Managed Cloud, Cyber Security & Analytics Company with 98% ARR

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Minority Investment: What SaaS Founders Should Know Before Selling a Stake

Scaling Success and Excellence in Collision Shops with Blake Farley

SC Capital Holding in Advanced Talks for Strategic Hospitality Acquisition in Cyprus

Closing with Confidence: Representations and Warranties Insurance in M&A

How to Sell Your Sign Manufacturing Business for a Premium

Driving Growth Through Financial Insights with Bill Park

Negotiating Transition Services Agreements in Carve-Out M&A Deals

Warranties and indemnities insurance take center stage in M&A transactions in Africa

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