Cooley M&A

APRIL 1, 2022

And let’s not forget the extensive recommendations from the SEC’s Investor Advisory Committee addressing SPAC regulatory and investor protection issues that have been under scrutiny. See this PubCo post.)

IPO 72

IPO Investors Advisory Investment 72

European Investment Bank

JUNE 23, 2024

In late 2021, Valencia’s municipal housing company (AUMSA) sought a review from EIB advisory services for constructing 323 affordable rental units with gender criteria and nearly zero-energy buildings. Barriers include the underrepresentation of women in STEM and architecture.

Architecture 52

Architecture Advisory Economics Equities 52

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

The TRADE

JUNE 17, 2024

The move follows a Series A finding round of £15 million in 2021, with this latest investment set to fund the firm’s commercial development, including expanding its sales, product and marketing capabilities in the US, UK, Ireland, Singapore and Australia.

Funds 69

Funds Investment Manager Capital Market Investment 69

Solganick & Co.

MARCH 11, 2022

has been named by Axial as a top software M&A advisory firm. Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. “Public market software company valuations have been battered starting in November of 2021.

M&A 52

M&A Middle Market Valuation Private Equity 52

Periculum Capital

JULY 15, 2022

Periculum represented the Company in the sale of its grain operations to ADM in 2021. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

The TRADE

APRIL 4, 2024

The SEC’s order found that from at least January 2019 until December 2021, Senvest employees at multiple levels of authority communicated about company business internally and externally using personal texting platforms and other non-Senvest messaging applications, in violation of the firm’s policies and procedures.

Management 72

Management Electronics Securities Advisory 72

Periculum Capital

MAY 11, 2023

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab’s unwavering commitment to the success of this firm over the past decade has been instrumental in the development of our advisory practice. Since joining Periculum in 2021, Taylor has supported client engagements across all service areas.

Advisory 52

Advisory Corporate Finance Middle Market Capital 52

The TRADE

OCTOBER 21, 2024

Baugh currently serves as managing director, head of European market structure at TD Cowen; a position he has held since August 2021. She also has external roles on industry advisory committees, including the UK FCA’s Secondary Markets Advisory Committee as well as the EMEA and US Quorum 15 Fixed Income advisory boards.

Trading 98

Trading Financial Market Equities Advisory 98

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research.

Bank 52

Bank Banking Business Underwriting 52

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A Legal Firms To watch GF Data’s full coverage of the roundtable event, click here. Looking Forward Among the event’s participants, the consensus is that there will be a surge in M&A activity in 2021.

Middle Market 52

Middle Market Private Equity Equities M&A 52

Align Business Advisory Services

FEBRUARY 24, 2022

2021 was a record-setting year globally for Mergers & Acquisitions (M&A). With that kind of momentum to carry into 2022, this year is shaping up to be no different. But just because the market is hot, does that mean selling your business is the right move for you now?

Business 52

Business M&A Mergers Acquisitions 52

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Advisory Capital 52

Solganick & Co.

JULY 12, 2024

Acquisitions of AI-related companies in Q2 of 2024 accounted for 195 technology deals, down from 2021 highs but continuing a recent uptrend. The following summarizes the highlights of the report: 2023 was AI’s “year in the sun” as OpenAI’s Chat-GPT exploded onto the consumer scene.

M&A 52

M&A Mergers and Acquisitions Investment Banking Funds 52

Trout CPA: M&A

NOVEMBER 23, 2022

According to BDO’s Life Sciences CFO Survey, 33% of CFOs planned to pursue M&A in 2022, up 25% from the 2021 survey. For life sciences companies, M&A and collaborations are a key strategy for growth, building product pipelines, and getting products to market as quickly as possible.

M&A 52

M&A Collaboration Valuation Mergers and Acquisitions 52

Chesapeake Corporate Advisors

APRIL 8, 2024

The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021. Among 420 private equity firms, the number of closed deals dropped from a high of 193 in Q4 of 2021 to a low of 57 in Q2 of this year, per a GF Data mid-year report.

M&A 52

M&A Investment Banking Negotiation Investment 52

The TRADE

MARCH 4, 2024

Demoulin joined Redburn Atlantic in 2021 having previously served as head of dealing at Verrazzano and as a senior dealer at FrontPoint Partners. Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management.

Asset Management 72

Asset Management Sale Trading Equities 72

Transactional Delights

OCTOBER 22, 2021

Rogers-Hixon is the Control Trust Vice-Chair (“The Control Trust Vice-Chair assists the Control Trust Chair in the performance of his or her duties”) Advisory Committee (The current members of the Advisory Committee are: Loretta A. Both the Control Trust Chair and the Control Trust Vice-Chair are accountable to the Advisory Committee.

Advisory 40

Advisory Shares M&A Accountant 40

Periculum Capital

MARCH 11, 2022

"Two of the SHHS owners, Tim Leonard and Michael Shide, shared how important it was to them to get a transaction closed before the end of 2021 even though we did not begin calling potential buyers until August 19th of 2021. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Healthcare Capital 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

2022 was a strong year for CCA, following a record-breaking 2021. In the video below, CCA Managing Partner, Charlie Maskell, Director, Tim Brasel, and Managing Director, Mike Zuidema break down the CCA team, investment banking, and corporate advisory highlights from 2022.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Mergers and Inquisitions

DECEMBER 4, 2024

SPAC IPOs for esports companies were “hot” for a short period in 2021, but they seem to have died off by now. Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Sica Fletcher

MARCH 31, 2022

In our strategic advisory business on the buy-side and sell-side, we have advised on nearly 400 closed transactions over the past three years. In 2021, for example, the EBITDA multiple paid in advisor-led transactions for companies with over $4 million of EBITDA was 35% higher than for those companies with under $1 million of EBITDA.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

Solganick & Co.

OCTOBER 15, 2024

Here is a summary of the report: M&A transaction activity for cybersecurity companies in Q3 2024 improved over the previous quarter but declined from the prior year and remained below levels in 2021 and 2022. Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

Mergers and Acquisitions 40

Mergers and Acquisitions Mergers Acquisitions M&A 40

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas.

Capital 64

Capital Sale Asset Management Management 64

Solganick & Co.

NOVEMBER 6, 2023

billion, the slowest growth in eleven quarters (since early 2021), and missing analyst expectations of $8.6 Solganick is a data-driven investment bank and M&A advisory firm focused on the software and technology services sectors. Amazon’s entire business generated $11.2 Google Cloud Google Cloud’s Q3 2023 revenue rose 22.5%

M&A 52

M&A Mergers and Acquisitions Valuation Professional Services 52

Sica Fletcher

APRIL 2, 2024

Granted, these numbers are not quite at pre-pandemic levels yet (although they are close), and they are nowhere near the M&A boom of 2021. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

M&A 52

M&A Insurance S&P Broker 52

Cooley M&A

JANUARY 25, 2023

Although 2022 saw a general decline in M&A activity in the life sciences industry compared to 2021’s frenetic pace (when deal volume was up 52% from 2020 ), life sciences deal flow in 2022 on balance remained strong despite the headwinds. Let’s dig in.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Trout CPA: M&A

JANUARY 7, 2022

Now that 2020 and 2021 are behind us, businesses can see how the pandemic has or will be affecting their operations. Then came the COVID-19 pandemic in early 2020 and the ensuing chaos in business – shutdowns, government assistance, labor problems, and most recently, the supply chain disruption.

M&A 40

M&A Private Equity Valuation Business 40

Solganick & Co.

OCTOBER 28, 2022

magazine’s “Founder-Friendly Investors” list in 2020, 2021, and 2022. Solganick offers strategic and financial advisory and relationships within the software and tech-enabled services industry sectors, a deep knowledge within these sectors, and a premium team of experienced investment banking professionals. Solganick & Co.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Accenture Capital Markets

OCTOBER 13, 2022

A quick recap based on numbers Eight months ago, we found wealth management firms in Asia wanted to nearly double assets under management (AUM) by 2025 from 2021 levels and grow revenues nearly 60 percent. Let me explain why I believe this is the case.

Management 52

Management Advisory Capital Market Capital 52

Tyton Partners

APRIL 15, 2024

Enrollment in ESAs grew gradually, reaching ~30,000 enrolled students in 2021, ten years after their inception, before more than tripling enrollment nearly overnight on the tail end of the pandemic. Key findings from Paying for Choice 2024: Parts 1 and 2 include: ESA programs are projected to cover approximately 10.2

Education 52

Education Accountant Consulting Mergers and Acquisitions 52

Cooley M&A

JANUARY 22, 2021

But given the number of SPACs that went public in 2020 and have yet to announce a business combination (204 of 247), expect to see many more SPAC business combinations in 2021. 7] BlackRock also placed an additional 191 companies “on watch” for possible voting action in 2021, if no demonstrated environmental improvements are made. [8]

M&A 40

M&A IPO Mergers and Acquisitions Business 40

Accenture Capital Markets

MAY 9, 2023

However, the attractiveness of the recordkeeping business is waning for many providers: administration fees have continued to decrease, and the value that was once captured in fund advisory has been largely eroded with the rise of passive products.

Management 52

Management Investment Funds Business 52

Viking Mergers & Acquisitions

MAY 4, 2023

Having his father as a role model has allowed Jacob to gain empathy for his clients and pursue successful business transaction advisory to aid families and individuals as they fulfill their exit strategy through Viking. Jacob was drawn to the dynamic family atmosphere and accountability that came along with a career at Viking.

Broker 52

Broker Business Mergers and Acquisitions Finance 52

Tyton Partners

NOVEMBER 28, 2023

Our journey reached new heights with the launch of Beyond Capital Ventures, our second fund, in April 2021. Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board.

Capital 59

Capital Funds Investment Portfolio 59

Solganick & Co.

FEBRUARY 2, 2024

A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. We are a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

JULY 23, 2024

Possible Changes in Tax Law May Drive Transactions H2 2021 specifically saw a small surge in deal volume because of expected increases to the laws surrounding capital gains taxes. On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm.

M&A 52

M&A Insurance S&P Valuation 52