Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market. ORLANDO, FL.,

Consulting 40

Consulting Sale IT M&A 40

OfficeHours

OCTOBER 23, 2023

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

JULY 17, 2023

For example, if your goal is to get back into private equity, why not get operational experience through a short-term stint at a PE portfolio company? Apollo Blackstone Carlyle KKR None of these Thoma Bravo TPG Vista Equity Do you plan on recruiting for On-Cycle 2025? Out of the below, which would you rather place at? Today Only!

Management 130

Management Recruitment Private Equity Investment Banking 130

Solganick & Co.

APRIL 24, 2024

Solganick expects M&A deals to increase in the technology services sector for the remainder of 2024 and continuing into 2025. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Focus Investment Banking

MARCH 28, 2024

We believe over 400 total transactions have occurred, though it is difficult to account for all activity. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. A third group (e.g., We also see them being aggressive about acquisitions.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

iMerge Advisors

APRIL 14, 2025

As we noted in Mergers & Acquisitions: Allocation of Purchase Price Disagreements , even small differences in accounting treatment can lead to six-figure swings in value. Sellers should be prepared to justify the strength of their IP portfolio and consider whether reps and warranties insurance can help reduce escrow requirements.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

Solganick & Co.

NOVEMBER 12, 2024

We expect M&A deal volume to increase in the technology services sector for the remainder of 2024 and continue into 2025. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

APRIL 15, 2025

Communications Service Provider: Spring 2025 Report Overview The FOCUS Communications Service Provider Index (CSPI) rebounded nicely in the first three months of 2025, shooting up 11.3% The Business and Wholesale sub sector dominated transaction activity this period, accounting for 12 of the 16 total transactions. Telecom U.S.

Acquisitions 52

Acquisitions S&P M&A Stock 52

The TRADE

NOVEMBER 14, 2024

The updated risk tools seek to support firms as they prepare for the expansion of US Treasury clearing in 2025 and 2026. Market participants are able to determine whether they can take advantage of greater margin savings on a combined portfolio, including eligible positions at GSD and future contracts.

Risk Management 64

Risk Management Portfolio Portfolio Management Trading 64

The TRADE

APRIL 9, 2025

Ali Dibadj The partnership is set to close by Q3 2025. The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

MARCH 11, 2025

Deutsche Brse Groups post-trade business Clearstream has enhanced its custody service portfolio to include crypto assets. The move follows Crypto Finance receiving its MiCAR license in January, which allows the company to serve clients across Europe.The new offering is set to launch in April 2025.

Investors 64

Investors Financial Market Financial Institution Finance 64

The TRADE

APRIL 22, 2025

Sandeep Sahai The deal, which was announced in January 2025 and is valued at approximately $1.5 The firm has also said that the deal will address common challenges facing institutional investors, such as complexity across portfolios, geographies and asset classes and reliance on outdated systems.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52

The TRADE

JANUARY 13, 2025

The transaction is expected to complete in Q2 2025, subject to regulatory approvals. According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

The TRADE

JANUARY 24, 2025

Once clients try outsourced trading, they see the benefits and continue to expand their OT capabilities, Dan Morgan, global head of portfolio solutions at State Street tells The TRADE. Speaking to The TRADE, Kevin OConnor, global head of sales, portfolio solutions at State Street, said: Im not surprised by the TRADEs findings.

Trading 69

Trading Asset Management Management Portfolio 69

Focus Investment Banking

FEBRUARY 15, 2025

Large corporate buyers accounted for several mega deals in 2024 including Mars acquiring Kellanova for $36 billion and Campbells Soup purchasing Sovos Brands for $2.3 billion acquisition of The Duckhorn Portfolio, a producer of fine wines, and PepsiCos announced acquisition of Siete Foods, a maker of better-for-you products, for $1.2

Food 52

Food Middle Market Private Equity M&A 52

The TRADE

JANUARY 29, 2025

Rowe Price Baltimore base – set to unveil their new HQ at the location in late Q1 2025, The TRADE understands. Our traders effectively partner with analysts and portfolio managers to identify opportunities while analysing both upside and downside to benefit our clients. The post The T.

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59

The TRADE

DECEMBER 27, 2024

We expect this to continue into 2025 as its adoption spreads, driven by advancements in technology and shifting market dynamics. Sell-side traders have begun to leverage a combination of Open Trading and automation to maximise balance sheet velocity and support portfolio style execution.

Trading 72

Trading Capital Market Capital Proprietary Trading 72

Growth Business

APRIL 3, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success President Donald Trump has announced his business tariffs and the UK is being charged 10 per cent from April 5, 2025. In fact, the US accounts for 40 per cent of AstraZenecas sales and half of GlaxoSmithKlines. billion) and mechanical power generators (4.6

Business 69

Business Trading Investors Financial Institution 69