iMerge Advisors

APRIL 15, 2025

Risk Assessments and Breach History Risk Assessments Internal or third-party assessments of your data security posture, including any mitigation plans. Buyers expect clear, auditable documentation that demonstrates your commitment to protecting user data and managing risk.

Securities 40

Securities M&A Valuation Risk Assessment 40

The TRADE

DECEMBER 29, 2023

Credit trading provides a good example of the benefits, where RFQ negotiation and trading can all be automated. Legislation will also feature highly as firms prepare for DORA (Digital Operational Resilience Act), where compliance is expected by early 2025. DORA applies to more than 22,000 financial entities in the EU.

Trading 72

Trading Investors Risk Assessment Management 72

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. These sector-specific reviews can delay closing or require deal modifications.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

Lake Country Advisors

APRIL 9, 2025

In 2025, digital tools, artificial intelligence, and automation are making transactions faster, more efficient, and more secure. With digital solutions, brokers can streamline negotiations, vet buyers more effectively, and facilitate seamless transactions. Data has become a powerful tool in business brokerage.

Broker 52

Broker Business Valuation Negotiation 52