The Deal

JANUARY 24, 2024

Activists increasingly are seeking settlements that give board subcommittees the power to hire consultants that can drive a wedge between management and directors, Freshfields Bruckhaus Deringer LLP partners Ethan Klingsberg and Elizabeth Bieber argued on the latest Activist Investing Today podcast.

Consulting 72

Consulting Investment Corporation Management 72

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. Developing an M&A playbook is typically a challenging and time-consuming task, regardless of whether it is done internally or with consultants.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Deal Lawyers

MARCH 21, 2024

In the latest Deal Lawyers Download Podcast, John is joined by Michael Levin — investor, corporate executive, and management consultant who is also well known for his websites that provide resources for investors, The Activist Investor and UniversalProxyCard.com.

Consulting 133

Consulting Investors Corporation Management 133

Growth Business

MAY 24, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success In this guide, we look at how scale-ups can maximise their chances of getting an angel investor onboard. Angel investors want to make sure that they have the right team of fellow investors in place, and that takes time.

Investors 104

Investors Funds Investment Business 104

Beyond M&A

MARCH 7, 2023

As private equity investors, you understand the importance of allocating funds to innovation and growth. And therefore, a significant amount of an investor’s investment. Bryan Reynolds , ( Projecting Costs in Software Maintenance ) Baytech Consulting. Why a high maintenance ratio is bad for investors.

Private Equity 130

Private Equity Investors Equities Debt 130

JD Supra: Mergers

JULY 18, 2023

In Short - The Development: The Spanish government adopted a new foreign direct investment ("FDI") implementing regulation ("Regulation") that clarifies key concepts of the existing law, such as investment, investors, and sectors caught by the FDI screening regime. By: Jones Day

Investment 130

Investment Consulting Government Investors 130

The TRADE

APRIL 16, 2025

The European Commissions consultation has asked participants for their assessment of EU infrastructure to cater for the rerouting of orders to venues offering the best price as per the requirements of the rule. The 375-question strong consultation also assesses several other market areas including dark trading levels.

Consulting 64

Consulting Trading Negotiation Equities 64

The TRADE

MARCH 21, 2024

The European Securities and Markets Authority (ESMA) has released findings from an industry-wide settlement cycle consultation, presenting various viewpoints on exchange trading hours in the context of a shift to T+1. ESMA said it will also aim to clarify the possible implications of T+1 for retail investors and smaller market players.

Consulting 69

Consulting Trading IT Investors 69

Global Banking & Finance

OCTOBER 24, 2024

By Arsheeya Bajwa (Reuters) -International Business Machines missed analysts’ estimates for third-quarter revenue on Wednesday, hurt by weakness in its consulting segment as businesses cut back on discretionary expenses, coupled with declines in the infrastructure business.

Consulting 52

Consulting Shares Business Investors 52

Equiteq

NOVEMBER 21, 2022

But EBITDA for management consultancies in the sector appears to be falling – suggesting enthusiasm may cool among private equity investors in the coming year. Deals for life science professional services firms continue at pace, according to a new report.

Consulting 52

Consulting M&A Professional Services Private Equity 52

MergersCorp M&A International

JANUARY 23, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, has established itself as a trusted partner for businesses seeking comprehensive project finance consulting services alongside their M&A transactions. Each project is unique, with its own set of financial requirements and challenges.

Consulting 52

Consulting Finance Finance Financial Institution 52

The TRADE

SEPTEMBER 14, 2023

Earlier this year, the UK’s Financial Conduct Authority (FCA) announced a consultation period with market participants on reforms to improve markets and competitiveness, including the introduction of a UK consolidated tape (CT). A CT for bonds will be the initial focus, with an equities tape following at a later stage.

Consulting 64

Consulting IT Financial Market Investors 64

How2Exit

MARCH 24, 2023

Instead, they offer a portion of their company to the consultant in exchange for their services. This is a great way for consultants to get a piece of the company they are helping to build, and to benefit from its success. For consultants, equity in exchange for value can be a great way to increase their income and build wealth.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

The Deal

JULY 20, 2023

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners managing director Connor Mitchell dives into the world of staffing and consulting M&A, which saw record transaction volumes and valuations last year.

Consulting 52

Consulting M&A Private Equity Investors 52

The TRADE

JUNE 6, 2023

Aviva Investors, Aviva’s global asset management business, has appointed Monica Fan-Bradley as head of institutional sales (excluding Asia Pacific) within its global client solutions function. Prior to that, she served as director, consultant relations at BNY Mellon.

Asset Management 52

Asset Management Investors Sale Management 52

The TRADE

JULY 4, 2023

The UK’s Financial Conduct Authority (FCA) has announced that it will consult with industry participants on reforms to improve markets and competitiveness, including the introduction of a UK consolidated tape. The post FCA moves to consult with industry on UK consolidated tape model as back and forth continues appeared first on The TRADE.

Consulting 75

Consulting Trading Financial Market Equities 75

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A 52

M&A Consulting IT Acquisitions 52

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. Consultants’ broad market coverage or industry expertise.

M&A 130

M&A Acquisitions Consulting Capital 130

The TRADE

JULY 18, 2023

The post GAM Investments head of institutional solutions to depart for Aviva Investors appeared first on The TRADE.

Investors 52

Investors Investment Asset Management Management 52

Chesapeake Corporate Advisors

OCTOBER 16, 2024

Recapitalized By Private Investor Group appeared first on Chesapeake Corporate Advisors. For more information, visit www.ccabalt.com or call 410.537.5988. The post Vetegrity, LLC.

Investors 52

Investors Investment Banking Middle Market Government 52

How2Exit

MARCH 11, 2024

b' E193: Anthony Lawson on Real Estate Entrepreneurship Through Assisted Living and Group Homes - Watch Here rn rn About the Guest(s): rn Anthony Lawson is a real estate investor and entrepreneur specializing in buying and operating real estate-related businesses. rn rn Notable Quotes: rn rn "You pay someone in life to go further.

Mergers and Acquisitions 130

Mergers and Acquisitions Funds Investors Debt 130

The Harvard Law School Forum

OCTOBER 6, 2022

Kushner, FTI Consulting, on Thursday, October 6, 2022 Editor's Note: Jason Frankl and Brian G. Kushner are Senior Managing Directors at FTI Consulting. This post is based on their FTI Consulting memorandum. stock markets experienced considerable volatility as inflation remained a concern for investors.

Consulting 75

Consulting S&P Investors Corporation 75

Global Banking & Finance

AUGUST 14, 2024

By BRG Managing Director Kenny Grant, Associate Director Jose Jimenez-Pereira and Managing Consultant Matthew Stein In Berkshire Hathaway’s 2023 letter to shareholders, Warren Buffet highlighted that the company’s most “severe earnings disappointment” occurred in its electric utility business because the company “did not anticipate or even consider (..)

Investors 52

Investors Utilities Consulting Management 52

How2Exit

APRIL 10, 2023

He quickly realized that the bigger problem was companies wanting to raise money rather than investors needing to deploy money into cryptocurrency. Concept 2: Raise Money Compliantly Raise.com is a consultancy and licensing firm that helps their clients to raise capital for their businesses.

Capital 130

Capital Investors Investment Broker 130

The Harvard Law School Forum

MAY 2, 2023

Kushner, FTI Consulting, on Tuesday, May 2, 2023 Editor's Note: Jason Frankl and Brian G. Kushner are Senior Managing Directors at FTI Consulting. This post is based on their FTI Consulting memorandum. 1] Geopolitical concerns added to poor investor sentiment approaching the new year. [2] 6] (more…)

Consulting 83

Consulting S&P Economics Government 83

The TRADE

DECEMBER 20, 2023

The preparatory phase could include a public consultation and stakeholder workshops in a bid to adhere to principles of transparency and equal treatment, said ESMA. The short consultation on payments to data providers and on the forms for data reporting services providers closes on 9 February 2024.

Consulting 115

Consulting Equities Shares IT 115

Global Banking & Finance

NOVEMBER 14, 2023

Frannexus Redefines Franchise Matching with Algorithmic Approach to Investor-Franchise Pairing Seth Lederman, a seasoned franchise consultant, has dedicated a decade to revolutionizing the franchising industry. His innovative methodologies not only streamline the process of franchise acquisition […]

Investors 40

Investors Consulting Acquisitions Business 40

OfficeHours

MAY 21, 2023

This initial analysis usually involves reading through the target’s investor presentation (Confidential Information Memorandum – CIM) and making an initial decision on whether it is worth it for the firm to continue to spend time and effort analyzing the company. Learn the essential strategies for financial modeling.

Private Equity 130

Private Equity Equities Portfolio Financial Modeling 130

Global Banking & Finance

AUGUST 7, 2024

By Felix Njini and Pratima Desai JOHANNESBURG/LONDON (Reuters) -Glencore will keep its coal business after securing backing from a majority of its investors who see lucrative earnings from the fossil fuel, its CEO said on Wednesday, adding the company could acquire more steelmaking coal assets.

Consulting 52

Consulting Investors Business IT 52

How2Exit

SEPTEMBER 18, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Joshua Catlett is an investor and advisor in the private healthcare sector. He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers.

Healthcare 147

Healthcare Investment M&A Business 147

Growth Business

OCTOBER 25, 2024

The type of business and equity raise The key distinction to start with is the type of your business and, therefore, the style of investors you will be talking to. Suppose your business is a fast-growth technology startup, and you’re speaking to tech-focused angel investors or venture capitalists.

Equities 98

Equities Investment Private Equity Valuation 98

Accenture Capital Markets

SEPTEMBER 5, 2023

The year ahead will be busy for institutional investors and pension funds as they navigate political turbulence and speculations around when the economic cycle will shift. Given these trends, institutional investors and pension plans are looking to leverage a range of emerging technologies to help shape operations. Blockchain.

Investment 89

Investment Funds Management Investors 89

The TRADE

MARCH 5, 2024

Other important considerations amongst respondents included: ‘proven execution quality of algorithms’ (up 5% since 2022, now at 65%), quality of algorithmic trading consultancy (also up 5%, now at 53%), and, in Continental Europe specifically, fast trade execution/low latency (35% in 2023).

Broker 121

Broker IT Electronics Trading 121

The Harvard Law School Forum

JUNE 27, 2023

Kushner, FTI Consulting, on Tuesday, June 27, 2023 Editor's Note: Jason Frankl and Brian G. Kushner are Senior Managing Directors at FTI Consulting. This post is based on their FTI Consulting memorandum. Posted by Jason Frankl and Brian G. 1] On May 1, regulators seized First Republic, which had reported $232.9

Financial Institution 83

Financial Institution Banking Bank Consulting 83

Growth Business

AUGUST 5, 2024

Backed by investment from Hill’s Pet Nutrition and Correlation One Holdings, this Leeds-based tech firm developed the veterinary app, Joii Pet Care, which allows pet owners to access healthcare for their furry friends using remote consultations. That doesn’t just mean networking and making introductions.

Business 105

Business Consulting Investors Book-building 105

The TRADE

JUNE 12, 2023

Aviva Investors, Aviva’s global asset management business, appointed Monica Fan-Bradley as head of institutional sales (excluding Asia Pacific) within its global client solutions function. Prior to that, she served as director, consultant relations at BNY Mellon.

Asset Management 64

Asset Management Trading Consulting Investors 64

Solganick & Co.

DECEMBER 20, 2024

Focus on Data Analytics and AI: Increased M&A activity in the data analytics sector, particularly around emerging technologies like generative AI and data analytics software and consulting services.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52