Solganick & Co.

JANUARY 28, 2025

January 28, 2025 – Dallas and Los Angeles. Investment banking firm Solganick & Co. (“Solganick”) has issued its latest mergers and acquisitions (M&A) report on the IT Solutions and VARs sector. This allows companies to differentiate themselves and cater to the evolving needs of their clients.

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Chesapeake Corporate Advisors

JANUARY 15, 2025

In addition, CCAs investment banking team included Director Katie Kieran who focused on day-to-day execution and Senior Analyst Miles Gally who provided financial modeling and deal execution support. For more information, visit www.encorefireprotection.com. For more information, visit www.ccabalt.com or call 410.537.5988.

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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.

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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. John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking.

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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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iMerge Advisors

APRIL 10, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

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iMerge Advisors

APRIL 9, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

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iMerge Advisors

APRIL 13, 2025

Executive Summary High-level overview of the business Key investment highlights Summary of financial performance and growth trajectory Transaction rationale (e.g., For software and technology founders, investing the time and expertise to get it right is essential. Transaction Details and Process Type of transaction sought (e.g.,

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iMerge Advisors

APRIL 15, 2025

The deal still closed, but the founders left money on the table a preventable outcome had they invested in compliance readiness earlier. Preparing for Exit: A Strategic Approach For founders considering a sale in the next 1224 months, now is the time to invest in compliance infrastructure. GDPR policies, SOC 2 certification)?

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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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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.

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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. Private equity buyers, on the other hand, may require more extensive diligence and internal investment committee approvals.

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iMerge Advisors

APRIL 15, 2025

entityor backed by foreign capitalyou may need to consider a review by the Committee on Foreign Investment in the United States (CFIUS). With the right advisory team, you can navigate these hurdles confidently and keep your deal on track. CFIUS Review: Foreign Buyers and National Security If your buyer is a non-U.S.

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Solganick & Co.

APRIL 24, 2024

Solganick is a data-driven investment bank that specializes in IT services and software companies and has advised on multiple M&A transactions within the covered sector verticals. Solganick expects M&A deals to increase in the technology services sector for the remainder of 2024 and continuing into 2025.

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Sica Fletcher

JULY 31, 2024

Two in particular stand out: Buyers are purchasing agencies and brokerages at a loss for their resiliency as investments. In short, insurance brokerages are seen as a more resilient investment, which is of particular importance to the dominant buyer group in the insurance M&A space.

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Accenture Capital Markets

AUGUST 23, 2022

The resulting new report on wealth investments and advice in Europe examines how European wealth managers could reframe themselves to win in a post-pandemic era characterized by, among others, the evolution of a fast-growing affluent investment market in which investors may shift more of their assets from savings to investments.

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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. Over the last several years, increasing numbers of buyers have begun seeing insurance brokers as a more stable investment because of a.)

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iMerge Advisors

APRIL 14, 2025

Net Investment Income Tax for high earners. donor-advised funds) Rebalance your investment portfolio to reflect new risk tolerances Many founders underestimate the complexity of post-sale wealth management. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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iMerge Advisors

APRIL 10, 2025

Your companys story must be told in a way that resonates with the buyers investment thesis. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Prepare a Compelling Buyer-Facing Narrative Buyers dont just buy codethey buy growth potential, market position, and defensibility.

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iMerge Advisors

APRIL 10, 2025

National Security Reviews: The Expanding Reach of CFIUS and Its Global Counterparts In the United States, the Committee on Foreign Investment in the United States (CFIUS) has become a central gatekeeper for cross-border tech deals. We also explore how firms like iMerge Advisors help clients anticipate and navigate these complexities.

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iMerge Advisors

APRIL 8, 2025

The buyer universe typically includes: Strategic acquirers: Larger software companies seeking product, market, or talent synergies Private equity firms: Financial sponsors looking for platform or add-on investments Growth equity investors: For founders seeking partial liquidity and continued growth Effective outreach is targeted and confidential.

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Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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iMerge Advisors

APRIL 14, 2025

Its a strategic investment that can pay dividends in both valuation and deal certainty. 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?

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iMerge Advisors

APRIL 15, 2025

But if the deal doesnt close, the seller walks away having revealed their crown jewelswhile the buyer walks away with insights that could benefit a competing product or investment. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Sica Fletcher

JULY 23, 2024

This is partly because the increased resilience of insurance brokerages over the last decade has made them ideal investments for acquirers. On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm.

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Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. 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.

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Focus Investment Banking

DECEMBER 30, 2024

They’re mailing it in for 2025 and we’re here getting it done, getting this podcast recorded. So I think those are some of the factors that is really a key to acquiring some good quality help that they’ve invested in an education, not to be repetitive. So the passion that you have for the industry certainly resonates.

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InvestmentBank.com

MAY 6, 2021

through 2025 (3PL), following a steep decline in 2020. Increasingly, many customers are asking suppliers and manufacturers to deliver products only when needed: reducing on-hand inventory and freeing up capital to invest elsewhere. These investment decisions are typically made based on short-term forecasts of customer demand.

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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. alone since January 2024.

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JD Supra: Mergers

FEBRUARY 6, 2025

With the Presidential and Congressional transitions taking place this month, we expect increased investment and transactional activity in capital markets. Originally presented at the ABA Derivatives & Futures Law Committee Winter Meeting - January 30, 2025. By: WilmerHale

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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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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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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% We also noted a continued high level of activity in the acquisition of telecom advisory firms. Telecom U.S. for the period. billion was strong.

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iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

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Tyton Partners

JANUARY 27, 2025

In 2025, K-12 districts will navigate a landscape defined by a new administrations push for school choice, rapid technological innovation, and pressure to innovate their program and operations. 1) Will a Federal Tax Credit Scholarship Bill Pass in 2025? The one area that requires over-investment is AI literacy.

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Chesapeake Corporate Advisors

MARCH 19, 2025

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD March 20, 2025 Chesapeake Corporate Advisors (CCA) is pleased to announce it has served as the exclusive financial advisor to Belair Road Supply, Inc. Nelson Mullins Riley & Scarborough served as legal counsel to the Company.

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Align Business Advisory Services

FEBRUARY 12, 2025

For owners of electrical contracting businesses, whether commercial or residential, 2025 presents a unique opportunity to evaluate strategic alternatives. With a robust M&A market and strong industry fundamentals, now may be the ideal time to consider options ranging from private equity investment for growth to a complete exit.

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