Global Banking & Finance

NOVEMBER 15, 2024

By Ivan Garces, CPA, Chief Risk Officer, Risk Advisory Services Practice Leader at Kaufman Rossin As we approach 2025, we are witnessing fascinating times in the banking & finance sectors, as tech-driven innovation is transforming the way financial institutions do business and build customer relationships.

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Finance Finance Bank Banking 53

Focus Investment Banking

JANUARY 21, 2025

and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.

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Global Newswire by Notified: M&A

FEBRUARY 20, 2025

20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc. Quisitive or the Company ) ( TSXV: QUIS; OTCQX: QUISF ) is pleased to announce that two leading independent proxy advisory firms, including Institutional Shareholder Services Inc. ( TORONTO, Feb.

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Advisory Capital Acquisitions Shares 40

Solganick & Co.

JANUARY 27, 2025

Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and IT services sector. About Solganick Solganick & Co.

Middle Market 40

Middle Market Investment Banking Bank Banking 40

Global Banking & Finance

DECEMBER 10, 2024

By Naomi Rovnick LONDON (Reuters) – The threat of soaring government debt supply destabilising financial markets has intensified, the world’s top central banking advisory body said on Tuesday, as it urged policymakers to act swiftly to prevent economic damage.

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Debt Government Economics Advisory 52

Focus Investment Banking

JANUARY 21, 2025

Washington, DC (January 22, 2025) FOCUS Investment Banking , a premier middle market investment bank, is pleased to announce that Joe Tomarchio , a veteran automotive industry leader, has joined the firm as a Senior Advisor in its Automotive group.

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Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

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Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

JANUARY 15, 2025

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.encorefireprotection.com.

Corporation 52

Corporation Investment Banking Education Advisory 52

Solganick & Co.

JANUARY 22, 2025

Solganick Technology Services M&A Update- Q4 2024 and 2025 Outlook Final January 23, 2025 – Dallas, TX and Los Angeles, CA – Solganick has published its latest mergers and acquisitions (M&A) update on the Technology Services sector. AI will fuel an increase in IT services M&A for the next several years.

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M&A Mergers and Acquisitions Consulting Investment Banking 40

The TRADE

OCTOBER 29, 2024

The pair confirmed it would be supported by a commercial and governance framework designed to ensure fair treatment of both data contributors and consumers. The post Aquis and Cboe to form joint venture intent on exploring consolidated tape bid appeared first on The TRADE.

Equities 69

Equities Advisory Trading Government 69

Global Newswire by Notified: M&A

FEBRUARY 6, 2025

06, 2025 (GLOBE NEWSWIRE) -- ZRG, one of the worlds fastest-growing global talent advisory and executive search firms, today announced the acquisition ofAspen Leadership Group (ALG), the premier firm in placing and supporting fundraising and other leaders in education and the broader nonprofit sector. ROCHELLE PARK, N.J.,

Education 40

Education Advisory Acquisitions 40

Global Newswire by Notified: M&A

JANUARY 29, 2025

29, 2025 (GLOBE NEWSWIRE) -- Moody Capital Solutions, Inc. Moody Capital), a leading investment bank based in Atlanta, Georgia, is pleased to announce the consolidation of the Capitalyst Advisory Group division into its operations. ATLANTA, Jan.

Investment Banking 40

Investment Banking Capital Bank Banking 40

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. Kavaliro is expecting to increase its workforce in these two areas by over 20% in 2025. ORLANDO, FL.,

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Consulting Sale IT M&A 40

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Solganick & Co.

JUNE 2, 2024

The data analytics sector in particular anticipates an increase in M&A activity through the remainder of 2024 and into 2025, especially around emerging technologies like generative AI. Source: Edge Delta You can access the full report here: Solganick Data Analytics Update 1H 2024 final About Solganick & Co.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. If you aren't sure where to begin when selecting an advisory firm, an initial consultation is a good place to start. When selecting an advisor, consider the following: Reputation.

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M&A Insurance Debt Equities 52

Sica Fletcher

OCTOBER 16, 2024

The tables below outline the multiples proper, while the sections that follow take a deeper look into factors affecting RIA valuations as well as market conditions moving into Q4 of 2024 and into 2025. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Valuation Mergers and Acquisitions M&A Insurance 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.

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Management Advisory Capital Market Capital 52

Sica Fletcher

JUNE 11, 2024

2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Broker Insurance Valuation S&P 52

Tyton Partners

DECEMBER 11, 2024

In this environment, it’s crucial for suppliers to play a more active advisory role, offering district and school leaders guidance on funding eligibilityincluding the creative use of grant funding cited by several executives as an effective workaround. As one executive stated simply: Districts are more cautious than ever.

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Sale Shares Funds Book-building 52

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. Solganick is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on software and IT services companies.

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Mergers Mergers and Acquisitions M&A Consulting 52

Sica Fletcher

JULY 23, 2024

Because the current administration is keeping this option on the table in the proposed 2025 budget , it’s entirely possible that we may see a similar surge in deal volume as brokerage owners attempt to sell their businesses before any new laws are enacted. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

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M&A Insurance S&P Valuation 52

Solganick & Co.

JANUARY 21, 2024

AWS, Google Cloud, MSFT Azure/Cloud and others will see significant consolidation in 2024 and 2025 with buyers mostly coming from large and mid-sized systems integrators. Source: CRN) Cognizant acquires EI-Technologies for €320 million : This deal strengthens Cognizant’s SAP capabilities and expands its reach in the European market.

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M&A Consulting IT Acquisitions 52

Focus Investment Banking

DECEMBER 30, 2024

They’re mailing it in for 2025 and we’re here getting it done, getting this podcast recorded. I’d like to point out for anyone who’s watching on video, this is being recorded at a time of year where the vast majority of people are are off not working super hard.

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M&A IT Utilities Business 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. Cybersecurity M&A activity is expected to accelerate in 2025, benefiting from potential interest rate cuts and valuation realignment as sellers seek liquidity. For more information please contact us.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

InvestmentBank.com

MAY 6, 2021

through 2025 (3PL), following a steep decline in 2020. Investment banks that position themselves to provide advisory services designed to meet the industry’s need for consolidation and innovation are sure to do well. According to IBISWorld, the industry is expected to increase at an annualized rate of 4.3%

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Economics Manufacturing Investment Capital 52

JD Supra: Mergers

JANUARY 8, 2025

Each year in our Annual Memo, White & Case's Public Company Advisory Group provides practical insights on preparing Annual Reports on Form 10-Ks, Annual Meeting Proxy Statements and, for FPIs, the Annual Report on Form 20-F.

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JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

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Valuation Portfolio Management Private Equity Asset Management 165

JD Supra: Mergers

DECEMBER 26, 2024

On December 17, 2024, one of the two most influential proxy advisory firms, ISS, released its Proxy Voting Guidelines Benchmark Policy Changes for 2025: US, Canada, and Americas Regional, which provides updates to its voting policies for the 2025 proxy season.

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H. Friedman Search

JANUARY 9, 2025

Its time to take a quick look back on our industry in 2024, but more importantly what 2025 is portending. Followed by the mergers of some smaller firms including Municipal Advisory firms and major law firms, which led to the independent hiring market having a rocky start as positions were filled without the use of executive recruiters.

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JD Supra: Mergers

FEBRUARY 6, 2025

This will likely include trading platforms, exchanges, clearinghouses, brokerage firms, asset managers, and investment advisory firms that are registered with and regulated by the Commodity Futures Trading Commission (CFTC). Originally presented at the ABA Derivatives & Futures Law Committee Winter Meeting - January 30, 2025.

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Asset Management Advisory Capital Market Trading 177

Chesapeake Corporate Advisors

MARCH 31, 2025

As we begin 2025, we are reflecting on the momentum built over the past year. New Team Members In Q1 2025, we welcomed Christopher Oven to our Corporate Advisory team as Managing Director, bringing extensive experience in M&A and strategic advisory. Follow us on LinkedIn to see how we continue making a difference.

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Advisory Corporation Business Investment Banking 52

Align Business Advisory Services

JANUARY 23, 2025

Read More » The post HVAC Industry Transformation: Why 2025 Could Be Your Defining Moment appeared first on Align BA. Looking the many deals that Align has done in this market.

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Private Equity Equities Capital Business 52

Global Newswire by Notified: M&A

FEBRUARY 19, 2025

19, 2025 (GLOBE NEWSWIRE) -- Stronghold Digital Mining, Inc. NASDAQ: SDIG) (Stronghold, the Company, or we) today announced that the worlds leading independent proxy advisory firms, Institutional Shareholder Services (ISS) and Glass Lewis & Co. NEW YORK, Feb.

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Mergers Advisory 53

Accenture Capital Markets

AUGUST 23, 2022

Capturing that opportunity efficiently will be anything but an easy undertaking, but it could allow firms to significantly grow their assets under management and broaden their guidance and advice propositions between now and 2025.

Management 52

Management Investment Collaboration Bank 52

Global Newswire by Notified: M&A

MARCH 13, 2025

and NEW YORK, March 13, 2025 (GLOBE NEWSWIRE) -- ZRG, one of the fastest-growing global talent advisory firms, today announced the acquisition of EP Dine, a premier legal executive search firm with a deep history of placing top legal talent. ROCHELLE PARK, N.J.

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Recruitment Advisory Acquisitions 45

Global Newswire by Notified: M&A

APRIL 1, 2025

NEW YORK, April 01, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking, and solutions company, today announced the acquisition of Global Commercial Credit, LLC (GCC) into Willis, a WTW business.

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