July, 2025

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Dealmaker's Digest: A Top 10 Bulletin - July 2025

JD Supra: Mergers

In Dealmaker’s Digest, read the top 10 latest developments in global transactions. We offer insights into M&A activity across industries and borders. The first half of 2025 saw a 13% increase in global deal value and 5% increase in U.S. deal value from the same period last year. Aggregate global monthly deal value in June exceeded $450 billion, the highest monthly value in three years.

M&A
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JP Morgan executes first live DLT-enabled collateral mobilisation transaction on Eurex Clearing

The TRADE

JP Morgan has carried out the first live transaction utilising distributed ledger technology (DLT) to mobilise collateral for PGGM on Eurex Clearing. Danny Hand The underlying service went live earlier this July and enables the transfer of securities collateral from a custodian location to Clearstream for use as margin collateral at Eurex Clearing.

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The Art of M&A: How to Identify and Execute Strategic Deals

Sun Acquisitions

Mergers and acquisitions (M&A) often conjure images of corporate battles and cutthroat competition. However, when approached strategically, M&A can be a powerful tool for driving growth, innovation, and long-term success. This post will explore identifying and executing successful M&A deals, highlighting their positive impact on businesses.

M&A
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Goldman's top trades for this upcoming earnings season

CNBC: Investing

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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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

MergersCorp M&A International

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. Often maligned as speculative vehicles or the exclusive domain of Wall Street titans, SPACs have, in recent years, fallen out of public favor and seen a significant slowdown in activity.

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

How2Exit

What's the difference between Buyer-Led vs. Seller-Led M&A? with Matthew Person - Watch Here About the Guest: Matt Pearson Pearson is a rare blend of operator, banker, and strategist. 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. That makes him both tough-minded and unusually thoughtful about the human, cultural, and operational dimensions of acquisitions.

M&A

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Aberdeen Investments, Lloyds Banking Group and Archax leverage digital assets in UK-first trade

The TRADE

Aberdeen Investments, Lloyds Banking Group and Archax have completed the first UK trade using digital assets. Specifically, the initiative is set to advance the use of blockchain technology using tokenised real-world assets (RWAs) as collateral. Tokenised units of Aberdeen Investment’s money market fund (tMMF) and tokenised UK gilts were used as collateral for FX trades between Aberdeen and Lloyds, while FCA-regulated digital asset exchange Archax issued, transferred, and securely held these dig

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Effective Integration Strategies for a Seamless Merger

Sun Acquisitions

Mergers and acquisitions (M&A) are exciting opportunities to unlock growth, drive innovation, and enhance market competitiveness. Far from being disruptive, a well-managed merger or acquisition can create a more vital, dynamic organization capable of delivering excellent value to customers, employees, and stakeholders. The key lies in seamless integration—bringing together the strengths of both entities to maximize potential while preserving the unique qualities that made each successful.

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Goldman's winning options strategy for the upcoming earnings season

CNBC: Investing

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Colliers completes acquisition of Astris Finance

Global Newswire by Notified: M&A

TORONTO and WASHINGTON, D.C., July 25, 2025 (GLOBE NEWSWIRE) -- Global diversified professional services and investment management company, Colliers (NASDAQ, TSX: CIGI), announced today it has completed its previously announced acquisition of a controlling interest in Astris Infrastructure, LLC (“Astris Finance”), a global investment banking firm specializing in infrastructure and energy transition.

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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

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M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Under his leadership, the firm expanded nationally and internationally, navigated cultural integration with nuance, and doubled down on values while tripling in size.

M&A
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M&A and Global Compliance Lessons From OFAC’s Settlement With Key Holding

JD Supra: Mergers

On July 2, 2025, the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) reached a settlement with Key Holding, LLC (Key Holding) concerning its non-U.S. subsidiary’s violations of the Cuban Assets Control Regulations (CACR), 31 C.F.R. part 515.

M&A
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UBS and LSEG unveil multi-year data and analytics partnership

The TRADE

UBS and the London Stock Exchange Group (LSEG) have signed a multi-year strategic partnership which will see the bank adopt LSEG’s full suite of data and analytics solutions. Sergio Ermotti Specifically, the suite will be applied across asset classes, business franchises and the trade lifecycle at UBS. Sergio Ermotti, chief executive at UBS, said: “this expanded partnership reflects our shared commitment to innovation, efficiency, and delivering differentiated value to our clients.

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The Dollar’s in Trouble, but Not for the Reason You Think

The New York Times: Banking

New payment systems allow users and banks to bypass the U.S. currency and sanctions.

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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

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Goldman Sachs becomes second Wall Street bank to raise its S&P 500 target this week

CNBC: Investing

The strategist's updated forecast puts Goldman among the three most bullish Wall Street firms.

S&P
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Trading, investment banking power beat at Goldman Sachs

American Banker - Investment Banking

The New York-based company reported big increases in investment banking and trading revenue, and said it might consider a deal to boost its asset and wealth management business.

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Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our healthcare services clients (e.g., physician groups, dental practices, behavioral health) are highly sought after, and multiple buyers often bid competitively against one another to win the deal.

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Merger Control in a Changing Global Context: Four Key Themes for Dealmakers

JD Supra: Mergers

- What is new: Merger control is becoming increasingly more complex as policy and geopolitical priorities shift across the globe. - Why it matters: These developments increase the unpredictability of multijurisdictional merger reviews, but can also introduce new opportunities for dealmakers. - How to navigate: Adopt a holistic cross-border strategy in line with the agencies’ priorities, anticipate the contours of potential remedies where appropriate and align transaction timelines to effectively

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Enhance Customer Value: Unleash Your Data’s Potential

The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

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Bloomberg builds out leveraged loan indices to European and global markets

The TRADE

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. Jasvinder Singh The expansion builds of Bloomberg’s interconnected syndicated loans solutions and includes the launch of the Bloomberg European Leveraged Loan Index and the Bloomberg Global Leveraged Loan Index, both of which were built with BVAL, Bloomberg’s evaluated pricing service.

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Dimon Warns That Private Credit May Be at Its Peak

The New York Times: Banking

The JPMorgan Chase chief has long been skeptical of the nontraditional, and less regulated, lending business. Now he thinks its best days may be over.

IT
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JPMorgan upgraded by KBW one day after downgrade at other firm knocked stock

CNBC: Investing

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The Best Companies Don’t Hide Their Problems — They Own Them

Beyond M&A

One of the most surprising (and refreshing) patterns we’ve seen in late-stage diligence is this: The strongest companies are not the ones without risks. They’re the ones that know their risks — and are comfortable talking about them. Not defensively. Not as a pre-rehearsed “weakness slide.” But clearly, confidently, and with intent. It’s one of the strongest signals of scale readiness.

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Deliver Mission Critical Insights in Real Time with Data & Analytics

In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

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Industry Consolidation Through M&A: Benefits for Middle-Market Companies

PCE

Industry consolidation via M&A is accelerating, especially in fragmented or mature markets. This guide explains the five key drivers, highlights real-world examples, and explores why M&A is a powerful growth strategy for middle-market companies. Learn how consolidation can help you scale, improve margins, and stay competitive.

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EU Foreign Subsidies Regulation & M&A: Latest Developments and Implications for Deal Strategy

JD Supra: Mergers

The European Union’s Foreign Subsidies Regulation (“FSR”) has now been in force for over a year, introducing a new layer of regulatory oversight for companies engaging in M&A transactions within the EU. Designed to address the potentially distortive effects of subsidies granted by non-EU governments, the FSR gives the European Commission (“Commission”) sweeping investigatory and enforcement powers, capturing a wide array of transactions from mergers and acquisitions to joint ventures and cer

M&A
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LoopFX launches as live FX liquidity network integrated with State Street’s FX Connect

The TRADE

LoopFX has launched as a live FX liquidity network, allowing clients’ trades to be matched within State Street’s execution platform, FX Connect. Blair Hawthorne The offering is set to address obstacles within the FX market surrounding counterparty selection and information leakage, by providing real-time, anonymous, mid-rate matching to allow institutional clients to execute larger trades with reduced market impact.

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FOCUS Investment Banking Represents Richardson Saw & Lawnmower in its Sale to Graycliff Partners

Focus Investment Banking

FOCUS Investment Banking Represents Richardson Saw & Lawnmower in its Sale to Graycliff Partners Washington, DC (July 22, 2025) – FOCUS Investment Banking (“FOCUS”), a national middle market investment bank providing merger, acquisition, and corporate finance services, is pleased to announce that Richardson Saw & Lawnmower (“Richardson”), a leading provider of outdoor power equipment and services, has been acquired by Graycliff Partners (“Graycliff”), a New York-based private equity firm

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Using Data & Analytics for Improving Healthcare Innovation and Outcomes

In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

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Buy these five stocks ahead of earnings, Morgan Stanley says

CNBC: Investing

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Morgan Stanley: Clients are getting used to uncertainty

American Banker - Investment Banking

Executives at the New York bank said that strategic activity has started to pick up over the last month. Morgan Stanley also reported second-quarter revenue and earnings that beat analysts' expectations.

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From Searcher to Sponsor: How to Buy a $22m Business | Yan Vinarskiy Interview

How2Exit

From Searcher to Sponsor: How to Buy a $22m Business | Yan Vinarskiy Interview - Watch Here About the Guest: Yan Venki is a first-generation American and a former management consultant turned operator. He successfully acquired Floor Guard, a $22M manufacturing business, after pivoting from a traditional SBA search to a more complex independent sponsor deal.

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EU Competition Authorities Escalate Enforcement of No-Poach Agreements

JD Supra: Mergers

The French Competition Authority recently fined several companies for no-poach agreements, following similar action by the European Commission in the online food delivery sector. These decisions mark a sharp escalation in labor market antitrust enforcement and give further support to the position that no-poach agreements qualify as “by object” violations.

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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?