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. and how our process works.

Finance 130

Finance Finance Economics Private Equity 130

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

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Likewise, FTV Capital’s Sunlight Financial Holdings Inc. ’” he said.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 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 Private Equity 130

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. It allows easy accounting software integration.

Banking 52

Banking Bank Business Underwriting 52

The Deal

FEBRUARY 7, 2024

22 , the firm acquired Minneapolis-based CTB Financial Services Ltd., which provides tax accounting and management accounting for small to midsize businesses. based BerganKDV, providing tax and audit, accounting, business advisory, wealth management and other services to its clients to serve business owners.

Accountant 52

Accountant Advisory Management Financial Services 52

Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. The most active verticals last quarter were Healthcare, Financial Services, and Government.

M&A 52

M&A Valuation Private Equity Investors 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

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. This has led to a surge in AI adoption across various industries, including finance, law, and private equity. They build unique models for people. ChatGPT is a standard.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

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. How Does Private Banking Work? 100,000 to $1 million or more) to qualify for private banking services.

Banking 52

Banking Bank IT Management 52

Cooley M&A

MAY 23, 2024

As a result of the competition among insurers, we have seen increasingly favorable rates and policy terms for policy purchasers in 2023 and continuing into 2024, as well as carrier expansion into alternative transaction structures and historically harder to underwrite areas, such as healthcare and financial services.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. Since its founding in 2012, the private-equity-backed company has made 69 investments.

Investment 52

Investment Management Acquisitions Business 52

Mergers and Inquisitions

JULY 17, 2024

Some people get in via the top IITs, the Chartered Accountant (CA) designation, and other means, such as networking / lateral hiring , but these are lower probability than the IIM route. Among the domestic banks, most people view Avendus, Kotak, JM Financial, ICICI, and Axis as “the best” in terms of deals, work, and compensation.

Investment Banking 59

Investment Banking Banking Bank Investment 59

The TRADE

APRIL 30, 2024

Over the past two decades, several critical financial market regulations have been implemented globally, particularly in response to the 2008 Global Financial Crisis (GFC). The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69

iMerge Advisors

APRIL 14, 2025

Whether the buyer is a strategic acquirer, a private equity platform, or a growth-stage investor, the bar has risen. services or one-time fees)? Are there concentration risks e.g., one customer accounting for 30%+ of ARR? As we outlined in What Are the Key Financial Metrics Buyers Look For in a Software Company?

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40