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. By: Proskauer - Tax Talks

Sale 171

Sale Advisory Shares Corporation 171

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.

M&A 171

M&A Investment Banking Finance Finance 171

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

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

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. He began his journey at Scotiabank in Canada, where he spent five years mastering the intricacies of derivatives and risk management.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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

Accenture Capital Markets

DECEMBER 5, 2023

Our recently published Asia wealth management repor t focuses on two crucial areas for firms: relationship manager (RM) productivity, which my first blog examined; and the importance of mobile as a channel, which this blog covers. The only notable exception is investors aged 65+, where just 25 percent rank it as important.

Management 117

Management Banking Bank Investors 117

H. Friedman Search

FEBRUARY 15, 2024

It can be a hiring manager saying, “I know everyone, so there is no need for your services.” The role of a good recruiter is not to introduce a prospective candidate to a manager or vice versa; it’s to manage the process. Hiring Managers: Do You Know The Depth Of Everyone? But in both cases, this should not even matter.

Recruitment 241

Recruitment Management Finance Finance 241

Chesapeake Corporate Advisors

OCTOBER 28, 2024

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Managing Director Tim Brasel who focused on client management, deal strategy, and deal negotiations. Vice President Katie Kieran led day-to-day deal execution and client management.

Corporation 98

Corporation Investment Banking Healthcare Advisory 98

Global Newswire by Notified: M&A

SEPTEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- ZRG today announced the acquisition of Linked4HR Solutions' Executive Interim & HR Advisory services in the Middle East and Africa (MENA) region and the addition of Hicham Hachkal as Managing Director for Interim and HR Advisory. NEW YORK and DUBAI, Sept.

Advisory 45

Advisory Management Acquisitions 45

European Investment Bank

DECEMBER 20, 2023

The EIB’s advisory activities are designed to enhance the bankability, investment readiness and efficient implementation of projects. The EIB Group’s Evaluation function conducted an independent corporate evaluation of the EIB’s delivery of advisory activities in the European Union since 2014.

Advisory 52

Advisory Collaboration Corporation Investment 52

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

Deal Lawyers

MARCH 11, 2025

Ho and I were joined by Garrett Muzikowski, Managing Director, M&A, Activism & Governance Advisory at FTI Consulting. Weve recently posted another episode of ourUnderstanding Activism with John & J.T. This time, J.T. We spoke with Garrett about recent developments and trends in activism.

Advisory 113

Advisory Consulting M&A Government 113

Align Business Advisory Services

MARCH 12, 2024

Strategic Growth Opportunities in Waste Management and Industrials M&A Among Lower-Middle Market (LMM) Mergers and Acquisitions (M&A), the Waste Management and Industrials sectors present excellent opportunities for businesses with annual revenues ranging from $10 million to $200 million or smaller companies aiming for revenue of that size.

M&A 98

M&A Management Mergers and Acquisitions Middle Market 98

Accenture Capital Markets

NOVEMBER 2, 2023

Our recently published Asia wealth management report focuses on two major areas for firms: The importance of mobile as a channel that, our research shows, wealth management firms can greatly improve; and the evergreen—and so far unanswered—question of relationship manager (RM) productivity. Why is that important?

Management 85

Management Advisory Risk Management Business 85

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 Banking Bank 98

Focus Investment Banking

OCTOBER 28, 2024

Murphy has an extensive background in dealership mergers and acquisitions, operational consulting, and strategic advisory services. Dan’s impressive track record and deep understanding of the automotive dealership landscape will significantly enhance our team’s ability to provide exceptional advisory services to our clients in this sector.”

Investment Banking 52

Investment Banking Banking Bank Investment 52

PE Hub

AUGUST 11, 2023

Macquarie Capital is the corporate advisory, capital markets and principal investing arm of Macquarie Group. The post Macquarie Capital names Christopher Hieb as managing director appeared first on PE Hub.

Capital 59

Capital Management Advisory Capital Market 59

The TRADE

MAY 15, 2024

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

Advisory 45

Advisory Trading Investment Manager Collaboration 45

Trout CPA: M&A

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Valuation 98

Valuation Business Advisory M&A 98

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

TKO Miller

JUNE 21, 2023

Noah DeGroot, and Jack Hastreiter joined the firm as Analysts in its mergers and acquisitions advisory practice where they will be responsible for supporting senior members of the firm, executing M&A transactions, and conducting company research. Griffin Oleszczuk, J.D., Griffin holds an M.B.A. Noah joined TKO Miller as an intern in 2022.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

The TRADE

APRIL 4, 2024

The Securities and Exchange Commission (SEC) has charged Senvest Management for widespread and longstanding failures to maintain and preserve certain electronic communications. Senvest Management is a registered investment advisor based in New York, employing investment strategies across approximately $3 billion in assets under management.

Management 72

Management Electronics Securities Advisory 72

Global Newswire by Notified: M&A

NOVEMBER 1, 2023

Glass Lewis is a leading independent, third-party proxy advisory firm who provides proxy voting recommendations to pension funds, investment managers, mutual funds and other institutional shareholders. LLC (“Glass Lewis”) in support of the proposed acquisition of Essential by Element Technical Services Inc.

Advisory 52

Advisory Acquisitions Investment Manager Funds 52

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions is pleased to announce the closing of three Buy-Side campaigns in the last two months including an industrial pumps distributor, specialty electronics distributor, and a waste management firm. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Focus Investment Banking

OCTOBER 29, 2024

Washington, DC, (October 30, 2024) – FOCUS Investment Banking, a leading middle-market investment bank, is pleased to announce that Colin May has joined the firm as a Managing Director in its Automotive Group. “We are thrilled to welcome Colin to the FOCUS team,” said Giorgio Andonian, Managing Director in the Automotive Group.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Global Newswire by Notified: M&A

FEBRUARY 20, 2025

Quisitive or the Company ) ( TSXV: QUIS; OTCQX: QUISF ) is pleased to announce that two leading independent proxy advisory firms, including Institutional Shareholder Services Inc. ( TORONTO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc.

Advisory 40

Advisory Capital Acquisitions Shares 40

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

PE Hub

JULY 17, 2023

McLean, Virginia-based Deep Water Point & Associates is a federal management consulting, advisory, and growth firm. The post Renovus-backed Deep Water Point & Associates appoints Smith as CEO appeared first on PE Hub.

Advisory 78

Advisory Consulting Management 78

Global Banking & Finance

MAY 14, 2024

INCREASED RESILIENCE DRIVING BUSINESS VALUE: THE ROLE OF INTEGRATED DATA AND ANALYTICS IN MODEL RISK MANAGEMENT By Muzammil Shabudin, Head of Risk Advisory for SAS UK & Ireland Whilst latest market indicators may suggest recent volatility and uncertainty are cooling, the persistent threat of sudden market shocks are now a seemingly constant challenge (..)

Risk Management 49

Risk Management Management Business Advisory 49

H. Friedman Search

SEPTEMBER 26, 2024

On the financial advisory side, diving into someone’s book is taking longer. Though hiring managers and department heads want to move quickly and stay in touch with my clients with signed offers, they are being stymied as HR and Compliance look into every nook and cranny before completing the onboarding process.

Finance 244

Finance Finance Recruitment Advisory 244

Chesapeake Corporate Advisors

NOVEMBER 14, 2024

We were thrilled to advise ownership in executing a sale process, which ultimately led to the ideal partner for the management team and staff. Stuart Knott, who led the deal team for CCA , added, “AMA has long been recognized as a leading environmental lab in the Mid-Atlantic market.

Investment Banking 52

Investment Banking Corporation Advisory Sale 52

PE Hub

JANUARY 2, 2024

Based in Norwood, Massachusetts, Amplix is a provider of strategic technology advisory, consulting, implementation, and managed services. The post Gemspring-backed Amplix snaps up tech advisor Go2 Communications appeared first on PE Hub.

Advisory 73

Advisory Consulting Management 73

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Sica Fletcher

OCTOBER 27, 2023

S&P Global’s 2023 September YTD Market Intelligence League Table Released NEW YORK, NY - October 27, 2023 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 98

M&A S&P Insurance Advisory 98

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Benchmark International

FEBRUARY 29, 2024

Swiss-based Finders, specialist in executive searches for middle and top management, has been acquired by Wicresoft, the leading advisory, solutions, and operations firm.

Advisory 64

Advisory Management Mergers and Acquisitions Recruitment 64