How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What services do merchant banks offer?

Bank 52

Bank Banking Business Underwriting 52

Global Newswire by Notified: M&A

SEPTEMBER 24, 2024

Fort Lauderdale, Sept.

Engineering 45

Engineering Consulting Capital IT 45

How2Exit

SEPTEMBER 11, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Krystof Bartos is an experienced investor and entrepreneur with a background in financial advisory and real estate. rn Summary: Krystof Bartos shares his journey from financial advisory and real estate to the world of mergers and acquisitions (M&A).

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

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. Fort Lauderdale, Jan.

Capital 40

Capital Healthcare IT Investment Banking 40

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.)

Insurance 52

Insurance M&A Advisory Funds 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.

Consulting 40

Consulting Sale IT M&A 40

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

The TRADE

JULY 24, 2023

I shall be taking up a more active role in a corporate development and investment advisory position, at an extraordinarily exciting time for the business. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

MergersCorp M&A International

SEPTEMBER 15, 2024

Ingegnieria di Impianti SRL.

Investment Banking 52

Investment Banking M&A Advisory Engineering 52

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. He also previously held senior positions at ConvergEx Group as vice president, and RBS as European head of agency portfolio trading.

Trading 64

Trading Investment Banking Bank Banking 64

Chesapeake Corporate Advisors

JULY 10, 2023

With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. “WBCM has secured a great partner to help continue its legacy as a leading transportation and infrastructure design firm.” For more information, visit www.ccabalt.com or call 410.537.5988.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

How2Exit

APRIL 29, 2024

rn rn rn Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. 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 Medical 52

Solganick & Co.

AUGUST 21, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick provides mergers and acquisitions advisory exclusively to software and IT services companies. Review the case study here.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. million women.

Capital 59

Capital Funds Investment Portfolio 59

The TRADE

FEBRUARY 5, 2024

Booij is also currently chair of the European Advisory Board and member of the Global Board at FIA, as well as having previously served as chair of the Eurex exchange council. Booij, who is joining the Eurex executive board in May, most recently served as chief executive of ABN AMRO Clearing, having been appointed in 2018.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.

Bank 52

Bank Banking IT Management 52

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

The TRADE

FEBRUARY 12, 2024

Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Elsewhere in her career, Wallander held junior analyst roles for M&A at HSBC, DC Advisory Partners, Close Brothers and Merrill Lynch. Previously, Latif was co-head EMEA electronic FX sales at Goldman Sachs for eight years.

Capital 64

Capital Sale Asset Management Management 64

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.

Capital 52

Capital Advisory Bank Banking 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

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

Accenture Capital Markets

SEPTEMBER 5, 2023

United Capital’s FinLife platform for RIAs focuses on advice for employment and spending behavior, rather than investment portfolios. [2] Merrill Lynch has done this with its One platform. [1]

Consulting 75

Consulting Management Capital Market IT 75

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

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.

M&A 40

M&A Consulting Mergers Investment Banking 40

Mergers and Inquisitions

OCTOBER 30, 2024

are quite specific to each company, and you never get this granular in advisory or investing roles. With #1, your skill set is too narrow for most of these roles, and recruiters and bankers sometimes dismiss corporate finance candidates because they perceive it as less demanding. The budgeting, variance analysis, reconciliation work, etc.,

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance 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

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., The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. aggressive competition, regional chains, etc.). Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions.

M&A 52

M&A Consulting IT Acquisitions 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.

Private Equity 52

Private Equity Funds Equities Debt 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.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

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.

Trading 52

Trading Asset Management Equities Management 52

Sun Acquisitions

AUGUST 2, 2024

By integrating the capabilities of innovative firms, MSPs can enhance their service portfolio, address customer needs more effectively, and improve retention rates. MSPs should ensure that the target company’s solutions and services complement their existing portfolio and align with their strategic goals.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

Mergers and Inquisitions

OCTOBER 16, 2024

I wanted to learn more, so I joined the banking club at my university, worked on a case study for [Deal Name] , and now I’m very interested in the advisory work bankers do.” Or, at the pre-MBA internship level : “Sure.

Investment Banking 111

Investment Banking Bank Banking Investment 111