PE Hub

JULY 20, 2023

Belay Advisory is an Edmonton-based benefits consulting and wealth advisory company. The post Madison Dearborn-backed Navacord acquires Belay Advisory appeared first on PE Hub.

Advisory 75

Advisory Consulting 75

PE Hub

FEBRUARY 5, 2024

The post H&F and Valeas to invest in advisory CPA firm Baker Tilly appeared first on PE Hub. The transaction is estimated to close in early June 2024.

Advisory 77

Advisory Investment 77

The TRADE

JULY 29, 2024

EuroCTP has unveiled the first members of its advisory committee – an independent body composed of leading industry participants aiming to exchange views and co-design ‘the best’ European consolidated tape. The post EuroCTP unveils advisory committee members appeared first on The TRADE.

Advisory 64

Advisory Equities Investors Accountant 64

PE Hub

MARCH 7, 2024

The acquired assets include Defense Advanced Research Projects Agency, Office of the Secretary of Defense Strategic Capabilities Office and select National Reconnaissance Office technical advisory services programs. The post Arlington Capital-backed SPA acquires several tech advisory services programs from ManTech appeared first on PE Hub.

Advisory 69

Advisory Capital 69

PCE

NOVEMBER 25, 2024

PCE Investment Bankers, a leader in mid-market financial advisory services, is pleased to announce the successful sale of Dominion Advisory Group (DAG) to SolomonEdwards, a portfolio company of Renovus Capital. PCE served as DAG's exclusive financial advisor.

Advisory 52

Advisory Sale Portfolio Capital 52

JD Supra: Mergers

JULY 26, 2024

Below is his conversation with Brett Kornblatt, who is Managing Director of Industrials-Packaging at Stout, a global advisory firm that specializes in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Corporate Finance Advisory Valuation 165

PE Hub

DECEMBER 14, 2023

The post Bain closes $5.3bn Guidehouse deal; DC Advisory tips busy Q1; Vestar’s foodservice exit in focus appeared first on PE Hub. Thoma Bravo backs investment research platform BlueMatrix.

Advisory 75

Advisory Business Investment 75

JD Supra: Mergers

MARCH 11, 2024

We are pleased to introduce the latest episode of Navigating Mortgage M&A, a collaborative effort between Mayer Brown and Mortgage Advisory Partners.

M&A 183

M&A Advisory Collaboration 183

JD Supra: Mergers

JANUARY 31, 2024

Deals require more transactional, advisory, and regulatory experience in the increasingly complex continuation vehicle market. As the GP-led secondary market continues to evolve and reacts to new SEC rules and growing regulatory focus, deal teams are required to navigate an increasingly complex range of issues. By: Latham & Watkins LLP

Advisory 171

Advisory 171

JD Supra: Mergers

MARCH 18, 2024

Each year in our Annual Memo series, White & Case's Public Company Advisory Group provides practical insights on preparing Annual Reports on Form 10-Ks, Annual Meeting Proxy Statements and, for FPIs, the Annual Report on Form 20-F.

Advisory 183

Advisory Government 183

JD Supra: Mergers

MAY 22, 2024

According to advisory estimates, some $40 billion deals were completed in 2023, with more than $150 billion worth of transactions in the market in total. Over the last 10 years, continuation funds have evolved to be a well-established potential exit route for private fund sponsors. By: Skadden, Arps, Slate, Meagher & Flom LLP

Funds 165

Funds Advisory 165

JD Supra: Mergers

AUGUST 5, 2024

If you would like further details on a topic, please contact a member of our Public Company Advisory (PCA) team, whose. This briefing tracks developments identified in our previous briefings and outlines new matters of interest. This briefing focuses on key matters arising since January 2024. By: White & Case LLP

Government 177

Government Corporation Advisory 177

JD Supra: Mergers

JULY 19, 2024

The ruling addresses the issue of whether professional advisory fees incurred in contemplation of a sale of a group company (actually resulting in a sale of a business) can be deducted as expenses of management by a holding company when calculating its liability for corporation tax.

Sale 171

Sale Advisory Shares Corporation 171

JD Supra: Mergers

JULY 11, 2024

Below is his conversation with Katie Balson, a Director at Origin Merchant Partners, a top M&A advisory firm headquartered in Toronto with offices throughout North America. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Advisory Corporation Investors 165

JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries. He has also worked on deals in the consumer and transportation sectors.

M&A 171

M&A Investment Banking Finance Finance 171

JD Supra: Mergers

OCTOBER 17, 2024

Below is his conversation with Robert Meyer, a Managing Director at The Peakstone Group, an investment bank specializing in mergers and acquisitions advisory and raising capital for middle market clients. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking 165

Global Banking & Finance

OCTOBER 18, 2024

By Mike Foster, Chief Commercial Officer at Coleman Wealth As we navigate a period of unprecedented change within the global financial advisory and wealth management sectors, a powerful wave of consolidation is reshaping the landscape. This trend is only set to intensify and is driven by a variety of factors.

Advisory 52

Advisory Management Finance Finance 52

CNBC: Investing

NOVEMBER 17, 2023

The veteran investor, known for his bets against Tesla and Enron, will convert his hedge fund to a family office and advisory business, CNBC has learned.

Funds 145

Funds Advisory Investors Business 145

JD Supra: Mergers

SEPTEMBER 22, 2023

To delve into this timely subject, we spoke with two industry leaders—Stuart Brown, an insolvency, restructuring, and bankruptcy partner of the global law firm DLA Piper, and Taylor Sherman, director in the Restructuring and Dispute Resolution Practice at CohnReznick, an advisory, assurance, and tax firm. By: Woodruff Sawyer

Advisory 171

Advisory 171

JD Supra: Mergers

MARCH 22, 2024

Mr. Luke is joined by Rex Burgdorfer, a partner at Juniper Advisory, which is an investment bank that partners with hospitals and health systems, to dive into today’s topic. By: Holland & Knight LLP

Hospitality 152

Hospitality M&A Investment Banking Advisory 152

Align Business Advisory Services

OCTOBER 1, 2024

Align Business Advisory Services has been named a finalist in the prestigious “Consulting Firm of the Year” category. Align Business Advisory Services is well-known for providing a suite of business advisory services to.

M&A 99

M&A Consulting Advisory Business 99

Global Banking & Finance

SEPTEMBER 3, 2024

New York, NY, September 3rd, 2024, Chainwire Forgd, a token advisory and optimization platform, announced the launch of its free-to-use web platform, which provides blockchain projects unrestricted access to tools for tokenomics design, liquidity monitoring, cap table management, and financial planning.

Advisory 52

Advisory Management IT Finance 52

Global Banking & Finance

OCTOBER 15, 2024

Space Command, and Ruy Pinto, former CEO of SES, join NewSpace Capital Industry Advisory Board This follows appointment of another Industry Advisory […] Shaw, former deputy commander of U.S.

Private Equity 52

Private Equity Advisory Capital Equities 52

JD Supra: Mergers

JULY 7, 2023

Cetera is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm that has $1.4 billion in assets. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 130

Advisory Investment 130

Global Banking & Finance

NOVEMBER 26, 2024

We are proud to announce that James Young, Transak’s Head of Compliance and MLRO, has joined the Elliptic Client Advisory Board. Miami, Florida, November 26th, 2024, Chainwire Advancing compliance and trust in the cryptocurrency ecosystem.

Advisory 40

Advisory Collaboration Finance Finance 40

JD Supra: Mergers

APRIL 4, 2024

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business. By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisory 117

Advisory Business Management 117

JD Supra: Mergers

JUNE 28, 2023

Astor Group, a consumer-based advisory firm and merchant bank, announced that Taguchi & Co. a prominent Japanese bakery, has acquired Astor Group’s portfolio company, Brooklyn Brands, a dessert manufacturer that develops and acquires Brooklyn-based bakeries.

Food 130

Food Finance Finance Manufacturing 130

Deal Lawyers

NOVEMBER 26, 2024

Sean is Chair of the Public Company Advisory practice and Co-Chair of the Shareholder Activism & Takeover Defense practice at Paul Hastings, and his practice focuses on counseling public companies and their boards of directors on […] In their latest “Understanding Activism with John & J.T.” podcast, John and J.T.

Advisory 100

Advisory 100

JD Supra: Mergers

NOVEMBER 14, 2024

Below is his conversation with Jordan Gerber, a Managing Director at Caber Hill Advisors, an M&A advisory firm that focuses on helping privately-held, middle-market businesses transact with strategic or private-equity-backed buyers. Jordan has over 25 years of experience as an M&A advisor across diverse industries.

Middle Market 165

Middle Market Private Equity Business M&A 165

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks.

Private Equity 130

Private Equity M&A Insurance Equities 130

PE Hub

SEPTEMBER 8, 2023

Alvarez & Marsal Transaction Advisory Group served as financial advisor to DPC while Ridge Advisory served as financial advisor to Warshaw. The post Dunes Point Capital acquires electrical products provider Warshaw Supply appeared first on PE Hub.

Capital 88

Capital Advisory 88

Global Banking & Finance

JULY 31, 2024

PWC’s 2023 Global Asset and Wealth Management survey, showcases a surge in robo advisory platforms to US$6 trillion by 2027, highlighting […]

Management 105

Management Advisory Business Investment 105

Cisco: M&A

JULY 15, 2024

standards, offering a suite of compliant products and advisory expertise to assist customers in navigating the significant security updates and phased rollout through March 2025. Cisco plays a pivotal role in the evolution and implementation of the PCI DSS 4.0.1

Advisory 98

Advisory Securities Financial Services 98

CNBC: Investing

AUGUST 29, 2023

The bank on Monday reached a deal to sell its personal financial management division to advisory firm Creative Planning.

Advisory 98

Advisory IT Bank Banking 98

Business Standard - FInance

JUNE 6, 2023

Banks are already repeatedly releasing advisories to customers and urging locker holders to sign their revised contracts by June 30.

Bank 98

Bank Banking Advisory 98