Intrepid Banker Insights

JANUARY 22, 2025

Intrepid Investment Bankers Market Moments That Matter | A Year of Resilience Ahead Intrepid Capital Advisory Group MARKET MOMENTS THAT MATTER As 2025 gets into full gear, we are heartbroken for the losses suffered by our friends and colleagues in the Palisades and Eaton fires, immensely grateful for the heroic first responders, and inspired by the (..)

Middle Market 52

Middle Market Capital Advisory Capital Market 52

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.

Finance 53

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.

Investment Banking 52

Investment Banking Capital Bank Banking 52

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.

Advisory 40

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.

Debt 52

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.

Investment Banking 52

Investment Banking Bank Banking Investment 52

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

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.

M&A 40

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

iMerge Advisors

APRIL 9, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Valuation 40

Valuation M&A Private Equity Sale 40

iMerge Advisors

APRIL 15, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 10, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 15, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post Our SaaS AI product uses several open-source libraries and models (some of which weve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

M&A 40

M&A Acquisitions Valuation Sale 40

iMerge Advisors

APRIL 13, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 13, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Sale 40

Sale Stock M&A Negotiation 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.,

Consulting 40

Consulting Sale IT M&A 40

iMerge Advisors

APRIL 8, 2025

Transition to an advisory role? Founders who approach the process with clarity and the right advisory team are best positioned to maximize value and achieve their goals. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Also consider your post-sale role.

M&A 40

M&A Valuation Private Equity Advisory 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

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. The deal closed in just under 8 months from kickoff a timeline made possible by early preparation and experienced advisory support.

IT 40

IT M&A Valuation Advisory 40

iMerge Advisors

APRIL 15, 2025

With the right advisory team, you can navigate these hurdles confidently and keep your deal on track. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

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.

M&A 52

M&A Insurance Debt Equities 52

iMerge Advisors

APRIL 9, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

iMerge Advisors

APRIL 9, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 8, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation. The post How do I sell my software company?

M&A 40

M&A Valuation Private Equity Negotiation 40

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.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

iMerge Advisors

APRIL 15, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post How can I keep my team focused and prevent rumors or panic during the M&A process, especially if due diligence is happening quietly behind the scenes?

M&A 40

M&A Management Advisory IT 40

iMerge Advisors

APRIL 14, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post What kind of tax or legal paperwork should I be prepared for after selling my company (e.g., tax filings related to the sale, escrow releases, earn-out agreements)?

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post Will a buyer expect us to have audited financials or GAAP-compliant statements? What financial documentation might I be overlooking as we prepare for a sale?

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post When is the right time to tell my employees that were in acquisition discussions, and how much should I share with them?

Acquisitions 40

Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post What typically goes into a closing binder for a startup acquisition, and what do I need to have ready by the time we close the deal?

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 10, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation. The post How do I find buyers for my software company?

Private Equity 40

Private Equity M&A Equities Valuation 40