Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

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. With a clear understanding of your objectives, a realistic valuation, and a strong advisory team, enter negotiations confidently.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

The TRADE

NOVEMBER 28, 2023

Optiver is set to appoint a representative to join Plato’s advisory committee, will actively engage in and contribute to the MI3 academic initiative, and become a valuable member of the Plato Turquoise Expert Group (TPEG). “We We are thrilled to welcome Optiver to Plato Partnership as our first market-making member.

Asset Management 64

Asset Management Advisory Equities Trading 64

Sun Acquisitions

FEBRUARY 26, 2024

Collaborating closely with the customer, our client designs, and prototypes products, ensuring seamless integration into medical devices. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Medical 52

Medical Mergers and Acquisitions Middle Market Acquisitions 52

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

Sun Acquisitions

APRIL 18, 2024

This collaboration enables the client to concentrate on its core operations while seamlessly navigating the sale process. Having successfully managed engagements across diverse industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest. Contact Information: Sun Acquisitions 8745 W.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Food 59

Sun Acquisitions

FEBRUARY 6, 2023

continues their goal of acquiring and integrating leading medical aesthetics clinics, enabling medical professionals in their subsidiaries to achieve personal and professional goals while creating world-class customer experiences by networking support, collaboration, and community.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Sun Acquisitions

MARCH 1, 2024

As a wholesale furniture distribution business, our client collaborates closely with suppliers to offer an extensive selection of furniture solutions, enabling them to meet the diverse needs of their clientele. With a robust B2B customer base, the company has become a preferred partner for businesses seeking quality furniture solutions.

Food 59

Food Mergers and Acquisitions Acquisitions Middle Market 59

Sun Acquisitions

MAY 2, 2024

This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process. Having successfully managed engagements across diverse industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest.

Acquisitions 59

Acquisitions Mergers and Acquisitions M&A Middle Market 59

Sun Acquisitions

SEPTEMBER 14, 2023

Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape. Build a solid advisory team of attorneys, accountants, and investment bankers specializing in M&A transactions. Prioritize your goals and be prepared to compromise on non-essential aspects.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

The TRADE

AUGUST 17, 2023

As part of the collaboration, Lombard Odier will have access to Neptune’s axes across rates, investment grade, high yield and emerging markets bonds. Trading and advisory users worldwide will utilise the data for the benefit of their end investor client base.

Trading 52

Trading Advisory Collaboration Investors 52

Periculum Capital

JUNE 6, 2023

As a result of Periculum’s continuous and intimate collaboration with management, the Company was able to find a partner in GLOBO that not only aligned with LUNA’s people-first culture, but also complemented its existing services to increase efficiencies and ultimately enhance LUNA’s mission to promote language access to all people.

Sale 52

Sale IT Advisory Corporate Finance 52

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Successful Acquisitions

FEBRUARY 7, 2023

is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. Brain Goodhart Director, M&A Advisory Services Capstone Strategic, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Advisory Financial Analysis 52

Sun Acquisitions

APRIL 11, 2024

Today, Pacific Plus is a leader in its field, collaborating with global brands to deliver exceptional product, lifestyle, and brand imagery. With over 400 successful transactions across all industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest.

Sale 59

Sale Acquisitions Mergers and Acquisitions M&A 59

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

How2Exit

APRIL 3, 2023

Concept 6: Foster Collaboration And Innovation One way to ensure success is to foster collaboration and innovation within the franchise. Another way to foster collaboration and innovation is through masterminds and peer groups. Ultimately, fostering collaboration and innovation within a franchise is key to its success.

Business 130

Business Collaboration Utilities IT 130

Benchmark International

AUGUST 7, 2023

While we haven't quite mastered telepathy, the power of collaboration remains our greatest ally. The idea of effortlessly extracting essential information from our clients' thoughts would make crafting the Information Memorandum (IM) a breeze.

Collaboration 52

Collaboration Business Mergers and Acquisitions M&A 52

Trout CPA: M&A

NOVEMBER 23, 2022

For life sciences companies, M&A and collaborations are a key strategy for growth, building product pipelines, and getting products to market as quickly as possible. According to BDO’s Life Sciences CFO Survey, 33% of CFOs planned to pursue M&A in 2022, up 25% from the 2021 survey.

M&A 52

M&A Collaboration Valuation Mergers and Acquisitions 52

Sun Acquisitions

AUGUST 2, 2024

The Importance of Modern Workplace Solutions The modern workplace is characterized by increased reliance on digital tools, remote working capabilities, and seamless collaboration technologies. This includes cloud-based platforms, remote collaboration tools, and cybersecurity solutions.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

Solganick & Co.

JANUARY 25, 2024

Strategic partnerships for reach and expertise : Collaboration took center stage. McGraw-Hill partners with OpenStax to create affordable, open-source textbooks: While not technically an M&A, this strategic partnership signifies a trend towards collaboration and resource sharing in the textbook market. About Solganick & Co.

Education 52

Education M&A Mergers and Acquisitions Investment Banking 52

Trout CPA: M&A

FEBRUARY 22, 2023

By addressing potential issues before the deal closes, buyers and sellers can work collaboratively to prevent disagreements from escalating into full-blown disputes that require third-party arbitration and result in significant legal costs.

M&A 52

M&A Collaboration Accountant IT 52

MergersCorp M&A International

JANUARY 4, 2024

MergersCorp M&A International is a global mergers and acquisitions advisory firm that specializes in assisting companies in their M&A endeavors. This open and collaborative approach ensures that clients remain actively involved in the deal sourcing process, enabling them to make decisions that align with their strategic goals.

Business 52

Business M&A Mergers and Acquisitions Investment 52

Tyton Partners

SEPTEMBER 13, 2023

Digital Tools which Build Community Increase Belonging : Learners with stronger sense of belonging report increased utilization of digital tools designed to create community, such as collaboration tools (e.g., Cutting-edge research identifies strategies to enhance student outcomes and create a sense of belonging in higher education.

Education 52

Education Utilities Mergers and Acquisitions Advisory 52

Tyton Partners

FEBRUARY 8, 2024

The report, which was done in collaboration with Next Gen Personal Finance, the leading financial education non-profit in the United States, found that there is a lifetime positive benefit of approximately $100,000 per student from guaranteeing that a high school student takes a one-semester course in personal finance.

Education 52

Education Investment Finance Finance 52

Solganick & Co.

OCTOBER 28, 2022

Pandera engineers, data scientists, and technologists build and run leading-edge technology solutions by leveraging cloud, design thinking, data, and analytics through collaborative relationships with partners and customers. The 66degrees and Pandera merger brings together two of the most advanced Google Cloud services firms on the planet.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

MergersCorp M&A International

JANUARY 20, 2024

Sportium, a leading Italian company in the integrated design of modern sports infrastructure, will work alongside the club to build the new Lighthouse Guardians stadium “We are pleased and honored to put our name alongside this initiative that allows us to bind ourselves even more to the City of Olbia in which, after designing the new Palasport, we (..)

M&A 52

M&A Investment Banking Advisory Collaboration 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Leveraging the power of global insight, relationships, collaboration and learning to deliver exceptional service to clients wherever they do business. Enabling clients to become high-performance businesses and creating long-term relationships by being responsive and relevant by consistently delivering value. One Global Network. Best People.

Management 52

Management Collaboration Business Capital Market 52

Focus Investment Banking

JULY 24, 2023

The company didn’t have a board of directors or a formalized advisory board, which isn’t uncommon for early-stage companies, but as CPFD matured, it lacked senior professionals who could provide growth expertise. What strategic options did you consider in collaboration with the owners?

Sale 52

Sale Advisory Consulting Business 52

How2Exit

AUGUST 12, 2024

Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized. Growth Challenges: Insights into managing unexpected expenses and cash flow challenges post-acquisition are discussed. Notable Quotes: "I love entrepreneurship.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions Debt 130

Focus Investment Banking

MAY 15, 2023

We quickly agreed on next steps -- a hands-on approach where I would craft, lead and guide a phased collaborative solution process, while they would approve and lead the execution of the agreed upon change strategies within the company. What strengths stood out in the business?

Sale 52

Sale Business Healthcare Management 52

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. Investment Banking Activities Investment banks have a dual role; they provide advisory services to corporations and governments and raise capital by issuing and selling securities in the capital markets. Investment Banks: Institutions like Goldman Sachs and J.P.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Solganick & Co.

OCTOBER 6, 2023

Transition and Handover (Integration): Collaborate with the buyer for a seamless transition, ensuring continuity in operations, product delivery, and customer relations. provides comprehensive M&A advisory services to help you complete a transaction from start to finish. Solganick & Co.

Sale 52

Sale Business Valuation M&A 52

MergersCorp M&A International

JANUARY 9, 2024

MergersCorp M&A International is a leading M&A advisory firm with a global reach, specializing in the facilitation of mergers, acquisitions, and divestitures. With a team of experienced professionals, the company is equipped to handle all aspects of the M&A process, including deal negotiation.

Negotiation 52

Negotiation M&A Mergers and Acquisitions Utilities 52

Peak Frameworks

SEPTEMBER 12, 2023

Investment Bankers M&A advisory is replete with examples of retainer fees. For instance, in M&A advisory, the scope could range from just identifying potential acquisition targets to guiding the entire acquisition process, including post-merger integration. It's crucial to have written agreements, minimizing ambiguity.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Tyton Partners

JULY 19, 2023

NACADA’s inclusive, global mission expands horizons and opportunities by bringing together perspectives from around the world through collaborative content and research. For more information visit [link].

Education 52

Education Collaboration Management Investors 52

Tyton Partners

JUNE 21, 2023

For more information about Every Learner Everywhere and its collaborative approach to equitize higher education through digital learning, visit everylearnereverywhere.org.

Education 52

Education Collaboration Investors Shares 52