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.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Woodside Capital Partners

APRIL 21, 2025

Leading Amidst Uncertainty April 2025 By Kelly Porter, Lead Managing Partner, Woodside Capital Partners WCP is a Silicon Valley-based investment bank – M&A advisory, capital raising; 120+. The post Leading Amidst Uncertainty appeared first on Woodside Capital Partners.

Capital Raising 52

Capital Raising Investment Banking Advisory Capital 52

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

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.

Corporation 52

Corporation Investment Banking Education Advisory 52

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

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.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Global Newswire by Notified: M&A

MAY 1, 2025

NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced the acquisition of CFS International Inc. CFS) into Willis, a WTW business.

Trading 40

Trading Insurance Advisory Acquisitions 40

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

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.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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.,

Valuation 40

Valuation M&A Mergers and Acquisitions Business 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 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)?

Securities 40

Securities M&A Valuation Risk Assessment 40

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

IT 40

IT M&A Valuation Advisory 40

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.

M&A 52

M&A Insurance Debt Equities 52

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.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

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.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

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.

Management 52

Management Investment Collaboration Bank 52

iMerge Advisors

APRIL 16, 2025

These buyers may pursue: Platform investments (buying a company to serve as the foundation for future add-ons) Roll-up strategies (acquiring multiple similar businesses to create scale) Recapitalizations (providing liquidity to founders while retaining them for continued growth) Key Differences That Matter to Founders 1.

M&A 40

M&A Valuation Business Advisory 40

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.)

Broker 52

Broker Insurance Valuation S&P 52

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.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

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.

Private Equity 40

Private Equity M&A Equities Valuation 40

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.

M&A 40

M&A Valuation Acquisitions Advisory 40

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.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

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.

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 16, 2025

Whether you're preparing for a full exit or exploring strategic options, early diligence preparation is one of the highest-ROI investments you can make. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Valuation Debt Advisory 40

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?

Sale 40

Sale M&A Valuation Private Equity 40

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.

Shares 40

Shares Trading M&A Architecture 40

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.

M&A 52

M&A Insurance S&P Valuation 52

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.

M&A 52

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. 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.

M&A 52

M&A IT Utilities Business 52

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.

Economics 52

Economics Manufacturing Investment Capital 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. alone since January 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

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

Asset Management 177

Asset Management Advisory Capital Market Trading 177

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.

Recruitment 130

Recruitment Finance Finance Investment Banking 130

Focus Investment Banking

APRIL 28, 2025

Washington, DC, (April 28, 2025) FOCUS Investment Banking (FOCUS), a national middle-market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is proud to announce its recognition as one of Axials Top 5 Lower Middle Market Investment Banks for Q1 2025.

Investment Banking 52

Investment Banking Middle Market Banking Bank 52