Solganick & Co.

FEBRUARY 16, 2022

was the exclusive advisor to data analytics solutions and services firm Waypoint, Inc. in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Solganick & Co. Solganick & Co.

Consulting 52

Consulting IT Sale M&A 52

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. M&A Activity The financial sector sees frequent mergers and acquisitions, especially among banks, private equity firms, and other types of companies. As banks merge or are acquired, such as J.P.

Finance 130

Finance Finance Economics Private Equity 130

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A 52

M&A Financial Services Business Broker 52

Razorpay

NOVEMBER 30, 2023

Identity verification and authentication technologies like voice and face recognition have also played a vital role in making digital-only financial services trustworthy for both customers and regulators. NBFCs are thus at a critical juncture right now.

Accountant 52

Accountant Book-building Business Financial Services 52

M&A Leadership Council

FEBRUARY 13, 2024

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. The global integration lead put it this way. “The Concept of Integration.

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

Software Equity Group

AUGUST 20, 2024

One strategy gaining momentum is the acquisition of high-growth SaaS companies. This opens the door to significant investment and acquisition opportunities for SaaS companies from strategic buyers within and outside of the software industry. The company made 15 acquisitions in 2023. But value extends far beyond market access.

Investment 52

Investment Management Acquisitions Business 52

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. M&A Activity The financial sector sees frequent mergers and acquisitions, especially among banks, private equity firms, and other types of companies.

Finance 130

Finance Finance Economics Mergers and Acquisitions 130

M&A Leadership Council

JUNE 8, 2023

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. The global integration lead put it this way. “The Concept of Integration.

M&A 59

M&A Accountant Media IT 59

Software Equity Group

MARCH 26, 2024

While these are just a handful of reasons why PEs love SaaS companies , it’s no wonder that top PE firms continue to focus on SaaS acquisitions. The firm seeks to invest in the financial services, healthcare, technology, media, telecommunications, business, and consumer services sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They earn returns primarily from growth via acquisitions and organic sources. Developing new products or services. Completing bolt-on acquisitions that will boost the company’s revenue and cash flow.

Private Equity 105

Private Equity Equities Capital Portfolio 105

M&A Leadership Council

JANUARY 3, 2022

Call it what you will, a strategic integration blueprint – a hypothesis for integration – a skeletal outline of your vision of what integration should look like based on what you bought and what you must get from each acquisition – these are all workable definitions. . The global integration lead put it this way. “The Concept of Integration.

M&A 52

M&A Accountant Media IT 52

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

M&A Leadership Council

JUNE 20, 2024

CX and EX are Linked in M&A Integration By Wendy Parkes, MBA, CAPP, APPC, CMAS A quintessential element of any successful acquisition integration is establishing and maintaining a relentless focus on delivering outstanding and seamless customer experience (“CX”). Canada, Europe and Asia in the financial services industry.

M&A 52

M&A Business Management Accountant 52

Razorpay

DECEMBER 15, 2024

Unlike traditional banking, which serves the general public with standard products and services, private banking offers bespoke, customized solutions tailored to the unique financial needs and goals of each client. The private banker handles all financial matters pertaining to the client from loans and credit to bills.

Banking 52

Banking Bank IT Management 52

Cooley M&A

MAY 23, 2024

The American Bar Association’s Private Target Mergers & Acquisitions Deal Points Study estimates that 55% of private transactions used R&W insurance in 2023, a fall from the record 65% set in 2021. In the past, underwriters have tended to reduce the scope of certain representations that most often lead to losses or claims (i.e.,

Insurance 52

Insurance M&A Underwriting Financial Statement 52

The TRADE

JULY 24, 2023

As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business. This is followed by 13% being accounted for by alternatives and 12% by active equity. There are no prescribed measures for any particular asset class at any given time. “I’m

Trading 52

Trading Portfolio Management Asset Management Management 52

Growth Business

MARCH 1, 2024

It also offers access to the private equity firm’s valuable experience of supporting companies’ expansion, both organically and through acquisitions. Bridges was attracted by the organic growth opportunity presented by the school catering market, as well as the clear scope for growth through acquisition (‘buy and build’).

Private Equity 59

Private Equity Equities Investment Business 59

M&A Leadership Council

JUNE 12, 2023

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment.

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment.

IT 52

IT M&A Insurance Securities 52

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. Financial services Bio: If you haven’t heard of BGL , you’ll have certainly heard of its brands, like comparethemarket.com.

Insurance 52

Insurance Bank Banking Funds 52

Beyond M&A

FEBRUARY 14, 2025

There is a significant amount of M&A activity in the accountancy sector, and we have been fortunate to be involved in this space continuously since 2018. This industry is ripe for M&A due to its relationship-driven nature, making it challenging for businesses to switch from one accountant to another.

Accountant 130

Accountant M&A Management IT 130

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.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40