The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. Elsewhere, other local regulatory changes and benchmark replacements continue to impact prime brokers.

Broker 113

Broker Asset Management Trading Funds 113

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. When choosing an advisory team , looking for experience and expertise is essential. Look for experience and expertise.

Advisory 40

Advisory Business Negotiation M&A 40

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sun Acquisitions

JULY 13, 2022

Since 1983, Larry’s has met the growing need for transportation solutions from ocean lines, brokers, importers, and freight forwarders. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Global Newswire by Notified: M&A

JULY 31, 2024

SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie Hughes have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Advisory 49

Advisory Broker 49

Sun Acquisitions

MARCH 8, 2022

Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest. The post Sun Acquisitions Announces the Sale of a Profitable Residential Landscaping Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Profitability 98

Profitability Sale Business Acquisitions 98

Sun Acquisitions

APRIL 18, 2022

With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. An experienced M&A advisory firm in your corner means having the necessary support and counsel at hand when you most need it.

Business 98

Business M&A Broker Sale 98

Global Newswire by Notified: M&A

JUNE 20, 2024

Scott Hengerer, CMFC™, CRPC, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

Advisory 45

Advisory Broker 45

Global Newswire by Notified: M&A

JUNE 27, 2024

SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-affiliated advisors.

Capital 45

Capital Management Advisory Broker 45

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Insurance 52

Insurance M&A Private Equity Advisory 52

Viking Mergers & Acquisitions

MAY 18, 2023

To conduct a valuation, a broker or M&A advisor will examine your e-commerce business’s financial documents, such as your balance sheet and tax records, to determine the company’s book value, sale value, enterprise value, or other measures of worth. Look for a broker with a strong record of well-negotiated and profitable sales.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sun Acquisitions

FEBRUARY 9, 2022

Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest. The post Sun Acquisitions has successfully facilitated Recycle Track Systems’ acquisition of Elytus appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Acquisitions 92

Acquisitions Mergers and Acquisitions M&A Management 92

Sun Acquisitions

APRIL 28, 2022

Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest. The post Sun Acquisitions welcomes Mike Walton as a Senior M&A Advisor appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. However, the interest rate environment and strategic acquisitions are causing a slight slowdown for a few platforms.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. However, the interest rate environment and strategic acquisitions are causing a slight slowdown for a few platforms.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sun Acquisitions

SEPTEMBER 14, 2023

Consider seeking the expertise of professionals such as business appraisers, business brokers or investment bankers to determine a realistic valuation range. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. Defining Your Level of Involvement Decide if you want to be hands-on in operations or prefer an advisory role.

Business 52

Business Profitability Debt Shares 52

Sun Acquisitions

MAY 3, 2022

Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest. The post Sun Acquisitions welcomes Ken Cisneros as a Senior M&A Advisor appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

FEBRUARY 27, 2024

With a team of seasoned professionals, Sun Acquisitions offers comprehensive advisory services to guide clients through each stage of the sale or acquisition process.

Acquisitions 59

Acquisitions Mergers and Acquisitions Manufacturing Advisory 59

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

How2Exit

JUNE 16, 2024

Neal stresses the value of hiring professionals such as real estate brokers, appraisers, and attorneys to navigate the complexities of commercial transactions, ensuring informed decisions. Neal’s advisory role includes helping clients navigate these choices to optimize their financial strategy.

Business 130

Business Book-building Finance Finance 130

Sun Acquisitions

FEBRUARY 24, 2023

With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions.

Middle Market 52

Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Successful Acquisitions

AUGUST 17, 2023

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming.

Broker 52

Broker Advisory Business M&A 52

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Sun Acquisitions

JULY 31, 2024

The Sun Acquisitions team, led by Domenic Rinaldi and Kevin Collins, are the elite brokers in the industry”, stated Valerie Whitlow (Owner of Chain O’Lakes Transportation. They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart”. Thinking of Buying or Selling a Business?

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 59

The TRADE

OCTOBER 13, 2023

Deutsche Bank has completed the acquisition of institutional broker Numis and has unveiled a new offering to be known as ‘Deutsche Numis’. Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions.

Bank 59

Bank Banking Acquisitions Investment Banking 59

Francine Way

JULY 7, 2017

They react to opportunities from external sources (investment bankers, deal brokers / advisors, investors, analysts, or potential targets’ senior management) who came to peddle deals; rather than acquire to support overall strategy, leverage strengths, and reduce weaknesses. This approach has the advantages of: Freeing up company’s resources.

M&A 130

M&A Acquisitions Consulting Capital 130

The TRADE

JULY 13, 2023

New York-based independent prime broker Clear Street is set to expand into the futures market – subject to regulatory approval – with the acquisition of software developer, React Consulting Services. The post Clear Street to acquire clearing platform provider React appeared first on The TRADE.

Advisory 52

Advisory Investment Banking Acquisitions Equities 52

Sun Acquisitions

AUGUST 21, 2024

Additionally, Sun Acquisitions provided ongoing advisory services to Petersen Furniture throughout the due diligence process. The post Sun Acquisitions Announces Successful Sale of Petersen International Furniture to Commonwealth Initiatives LLC appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Sale 59

Sale Acquisitions Mergers and Acquisitions Food 59

Sun Acquisitions

JUNE 13, 2024

Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning. Assemble a team of experienced advisors, such as attorneys, accountants, and business brokers, specializing in mergers and acquisitions.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Sun Acquisitions

APRIL 4, 2023

Sun also provided advisory services throughout the diligence period. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale 52

Sale Acquisitions Mergers and Acquisitions Advisory 52

Focus Investment Banking

JULY 25, 2024

Axial’s investment banking league tables rank sell-side M&A advisors based on their usage of the Axial platform and incorporate three core M&A advisory attributes: client quality, buy-side targeting, and deal process effectiveness. In Q2 of this year, Axial members marketed 2,574 sell-side deals on the platform.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

Focus Investment Banking

APRIL 26, 2024

To assemble this list, Axial reviewed the deal-making activities of 378 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter. ” About FOCUS Investment Banking FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

How2Exit

FEBRUARY 18, 2024

He holds multiple credentials in the business acquisition space and founded Bison Business, specializing in sell-side representation and advisory services for business transactions. Clint's pivot into the brokerage world and his mission to rectify his initially unimpressive encounters with business brokers are candidly discussed.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

The TRADE

MAY 20, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi became the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

Sale 64

Sale Asset Management Trading Investment Banking 64