The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. His fellow co-head is Nicholas Hemmerly who joined Clear Street from his role as senior managing director, head of investment banking at Bridgeway Capital Partners.

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Global Newswire by Notified: M&A

JANUARY 9, 2024

BMEA ), located in Sellersville, Pennsylvania, in its partnership with Vision Innovation Partners ( VIP ), a portfolio company of Gryphon Investors. BMEA ), located in Sellersville, Pennsylvania, in its partnership with Vision Innovation Partners ( VIP ), a portfolio company of Gryphon Investors. Fort Lauderdale, Jan.

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Capital Healthcare IT Investment Banking 40

MergersCorp M&A International

SEPTEMBER 15, 2024

” The post Enertre SRL sold 15MW of photovoltaic Power Plant to GHIGGIA appeared first on MergersCorp M&A International | Investment Banking. With a increasing demand for sustainable energy and growing concern for the environment, photovoltaic systems play a crucial role in meeting these needs.”

Investment Banking 52

Investment Banking M&A Advisory Engineering 52

Chesapeake Corporate Advisors

JULY 10, 2023

Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay. With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor.

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Transportation Engineering Investment Banking Corporation 52

Solganick & Co.

DECEMBER 21, 2023

Meanwhile, cybersecurity concerns also continue to drive M&A activity, with established players like Palo Alto Networks and Crowdstrike actively acquiring smaller firms bolstering their security portfolios. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

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M&A Mergers and Acquisitions IT Investment Banking 52

Solganick & Co.

MARCH 10, 2025

Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market. Visit www.accordion.com About Solganick Solganick is a leading M&A advisory firm and investment bank focused exclusively on software and IT services companies.

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The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. He has also previously held senior positions at: ICE Clear Netherlands, AFN, and the FCA.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Periculum Capital

OCTOBER 27, 2023

The Company will continue to operate under its legacy name while expanding GMS’s complementary product portfolio and geographic presence within the Phoenix metro market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale Management IT Advisory 52

Solganick & Co.

JANUARY 25, 2024

Instructure acquires Parchment for $835 million: This deal strengthens Instructure’s position in the student success market, adding Parchment’s credential verification and e-portfolio tools. We are a data-driven investment bank and M&A advisory firm that focuses on software and technology services industry verticals.

Education 52

Education M&A Mergers and Acquisitions Investment Banking 52

Peak Frameworks

SEPTEMBER 19, 2023

Investment banks, for instance, project revenues from anticipated deals and M&A activities. This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency.

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Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

The PE group will expect you to remain on board and work closely with their portfolio team to enhance the business through internal initiatives (like improving processes and driving organic growth) and by helping evaluate acquisition opportunities. More direct involvement for a longer timeframe.

Private Equity 52

Private Equity Equities Investment Business 52

Mergers and Inquisitions

MARCH 22, 2023

But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. But this spin-off might not even happen now; UBS has said that it plans to continue moving away from investment banking in favor of wealth management (it’s currently ~54% of revenue). Klein & Co.

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Banking Bank Government Investment Banking 98

Periculum Capital

MARCH 8, 2024

SAM is a portfolio company of Peak Rock Capital. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 2, 2023

Cadence, a Wellspring portfolio company and one of the largest distributors of lubricant, fuel, and other ancillary products in the eastern portion of the United States, was an ideal buyer as it sought to increase the density of its Indiana footprint following the acquisition of another Indiana distributor last year.

Sale 52

Sale IT Capital Advisory 52

Solganick & Co.

DECEMBER 2, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

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M&A Consulting Mergers Investment Banking 40

Solganick & Co.

JANUARY 22, 2025

Recognize (PE firm), through its portfolio company, Blue Mantus , has acquired SME Solutions and Colligio. Solganick is an AI and data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Pomeroy Technologies acquired Soroc Technology.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

Solganick & Co.

APRIL 24, 2024

Solganick is a data-driven investment bank that specializes in IT services and software companies and has advised on multiple M&A transactions within the covered sector verticals. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1%

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Platform or Add-on The first thing that private equity funds will determine is whether your business is a strong candidate for a platform investment or if it would be more suited to be an add-on to an existing portfolio company. As a seller, you will want to be realistic about which route is better for your business in the long-term.

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Private Equity Funds Equities Debt 52

Periculum Capital

MARCH 11, 2022

SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Healthcare Capital 52

Intrepid Banker Insights

MARCH 28, 2023

Transparency with one’s capital providers is important ahead of a recession as banks and investors are often forced, in a tough environment, to separate their portfolios into “naughty” and “nice” lists.

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Capital Advisory Banking Bank 52

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets. Flexible credit lines for liquidity needs.

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Banking Bank IT Management 52

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., private equity firms, investment banks, individual investors). The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

MAY 29, 2024

The term “Project Finance” at large banks refers to a group that operates like Debt Capital Markets or Leveraged Finance but for infrastructure rather than normal companies. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

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Trading Asset Management Equities Management 52

The TRADE

OCTOBER 18, 2024

According to Coalition Greenwich, the top dozen investment banks offering prime services saw revenues rise to a record $20.4 This trend, and shift away from an equity-centric sector, has cemented these prime brokerage divisions as the jewel in the investment banking crown for many of the largest players in financial services. “A

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Funds Broker Banking Bank 69

Solganick & Co.

NOVEMBER 12, 2024

Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies. has provided software and IT services focused investment banking for over 15 years and has completed over 200 M&A transactions to date. of all transactions through YTD 2024.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Two examples include Vestal Point (led by a former Point72 Portfolio Manager ) and Cutter Capital (former Citadel investors).

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Funds Healthcare Mergers and Acquisitions Valuation 64