JD Supra: Mergers

JUNE 16, 2023

M&A transactions involving financial services providers—including tech-based providers or “fintechs”—raise a host of unique questions based on the types of services they provide, which are often highly regulated and may involve fiduciary or similar obligations.

M&A 145

M&A Financial Services 145

JD Supra: Mergers

OCTOBER 4, 2024

Governments play a pivotal role in European bank M&A: State coffers play significant roles. . - “Challenger” bank M&A catches fire: The UK grabs headlines with Coventry Building Society’s and Nationwide Building Society’s respective acquisitions of The Co‑operative Bank and Virgin Money. By: White & Case LLP

Bank 192

Bank Banking M&A Financial Services 192

TechCrunch: M&A

AUGUST 21, 2024

Zomato, the Indian food delivery giant, has acquired the entertainment ticketing business of financial services firm Paytm for $244.1 The acquisition, among the largest M&A deals among new-age Indian tech companies, includes Paytm’s ticketing services for movies, sports and events.

Entertainment 211

Entertainment Business Financial Services Food 211

JD Supra: Mergers

SEPTEMBER 30, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Specialty Finance / Marketplace Lending - Consolidation fever grips non-bank lenders and banks alike—SME lending, revenue-based finance and PropFinance at its core. Current market: Marginal uptick in M&A activity.

Finance 177

Finance Finance Financial Services M&A 177

JD Supra: Mergers

OCTOBER 4, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Asset/Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe's barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: Larger deals remain rare (e.g.,

Management 177

Management Financial Services M&A Acquisitions 177

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance 177

Corporate Finance Broker Finance Finance 177

Cisco: M&A

OCTOBER 31, 2023

A new use case in the annual refresh of Cisco Portfolio Explorer for financial services is e-communication compliance. Financial… Read more on Cisco Blogs This hot button issue is in the news it seems almost weekly.

Financial Services 98

Financial Services Portfolio IT 98

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Consumer Finance - Current market: Inflexion point for UK & European consumer lending - We are seeing: Significant consolidation activity: -First-movers attempt to conquer their niches (e.g.,

Finance 177

Finance Finance Financial Services M&A 177

JD Supra: Mergers

SEPTEMBER 20, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Banks - Top 3 drivers of UK and European bank M&A in the past 12 months: - Regional & domestic consolidation across Europe: >50 domestic bank consolidations, aside from those related to the Russia/Ukraine conflict -Russia/Ukraine conflict necessitates M&A solutions: (..)

Financial Services 183

Financial Services M&A Bank Banking 183

Cisco: M&A

MAY 15, 2024

The Digital Operational Resilience Act (DORA) offers financial service institutions the chance to enhance operational resilience and competitive advantage through compliance, with Cisco providing a comprehensive suite of solutions to support FSIs in meeting these new regulatory requirements.

Financial Services 98

Financial Services 98

TechCrunch: M&A

FEBRUARY 20, 2024

FairMoney, a digital bank based in Lagos and headquartered in Paris, is in discussions to acquire Umba, a credit-led digital bank providing payroll and financial services to customers in Nigeria and Kenya, in a $20 million all-stock deal, sources tell TechCrunch.

Bank 319

Bank Banking Stock Financial Services 319

Global Newswire by Notified: M&A

JULY 27, 2024

NEW YORK, July 27, 2024 (GLOBE NEWSWIRE) -- NEW YORK, July 26, 2024 Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered.

M&A 80

M&A Financial Services Mergers 80

JD Supra: Mergers

SEPTEMBER 26, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Asset/Wealth Management - Sub-sector M&A activity levels soar—market moving deals across wealth management, financial planning, fund management, debt servicing, trust administration, direct lending and private equity funds in the last 12 months.

Management 165

Management Private Equity Financial Services Debt 165

Beyond M&A

FEBRUARY 10, 2025

We assessed a firm that used orchestrated AI in financial services. At Beyond M&A, we see this shift as fundamental to the future of tech due diligence and AI-driven decision-making. Let’s talk about how Beyond M&A can help you move to the next level.

M&A 130

M&A IT Financial Services Business 130

JD Supra: Mergers

SEPTEMBER 18, 2023

Deliver a burst of bright sunlight amidst storm clouds across the European financial services M&A landscape. Service providers merge, acquire, partner and de-SPAC their way to scale, scope and new technology. By: White & Case LLP

Financial Services 165

Financial Services M&A 165

JD Supra: Mergers

SEPTEMBER 20, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Consumer Finance - Europe's consumer finance decacorns stumble as their valuations crumble. By: White & Case LLP

Finance 159

Finance Finance Financial Services Valuation 159

Francine Way

JULY 20, 2017

Thus far, we have covered four popular valuation methods in M&A (DCF, Comparable Company, Precedent Transaction, and LBO) and one less known one that is making its way out of the academic realm into the business world (Dividend Discount Method, DDM). The 1st one for today is the Tangible Book Value (TBV) method.

Valuation 130

Valuation M&A Business IT 130

TechCrunch: M&A

JANUARY 17, 2024

ZestMoney, the Goldman Sachs-backed Indian fintech startup once valued at $450 million, has sold itself to financial services firm DMI Group, the two said late Wednesday, in a fire sale that caps 12 tumultuous months for the once-hot new-age lender. All rights reserved. For personal use only.

Sale 262

Sale Financial Services Mergers and Acquisitions Capital 262

Accenture: M&A

OCTOBER 7, 2021

In Accenture’s recent report, Merging M&A and cloud journeys, we highlight how technology “is a cornerstone of the long-term blueprint for any merger or acquisition.” That’s important to note since in the last year, the financial services industry has witnessed significant activity in M&A.

M&A 67

M&A Mergers and Acquisitions Financial Services Mergers 67

Cisco: M&A

JULY 6, 2023

Have you heard the phrase “Meet your customers where they are?” If you search the term, you will be barraged with consulting ads and explanations from trade publications on why driving custom cus… Read more on Cisco Blogs

Financial Services 98

Financial Services Manufacturing Securities Consulting 98

Cisco: M&A

JUNE 20, 2023

Today’s consumers expect connected and personalized interactions as standard, and the best finance firms can do this while retaining customer loyalty. In order to achieve positive outcomes during the … Read more on Cisco Blogs

Financial Services 98

Financial Services Management Finance Finance 98

How2Exit

NOVEMBER 25, 2024

The Roll-Up Strategy REVEALED - Watch Here About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups.

Business 130

Business Mergers and Acquisitions Finance Finance 130

Beyond M&A

DECEMBER 18, 2024

I'm noodling and tinkering with a new (free) hobby project called [link]. To some, Agent-based AI is a buzzword, to others, they are already commercialising it. I have a simplistic view of the tech itself – an agent will perform a specific task it is built for, in a particular sequence, to provide a specific output.

Investors 130

Investors Investment IT Healthcare 130

Global Newswire by Notified: M&A

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 81

Financial Services Insurance Mergers Bank 81

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Global Newswire by Notified: M&A

JULY 1, 2024

July 01, 2024 (GLOBE NEWSWIRE) -- Orrstown Financial Services, Inc. HARRISBURG, Pa., NASDAQ: ORRF), the holding company for Orrstown Bank (“Orrstown”), and Codorus Valley Bancorp, Inc.

Financial Services 49

Financial Services Mergers Bank Banking 49

Global Newswire by Notified: M&A

JULY 25, 2023

Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets

Financial Services 74

Financial Services Capital Securities Broker 74

Global Newswire by Notified: M&A

JULY 25, 2024

July 25, 2024 (GLOBE NEWSWIRE) -- ChoiceOne Financial Services, Inc. NASDAQ: COFS) (“ChoiceOne”), the parent company of ChoiceOne Bank, and Fentura Financial, Inc. SPARTA, Mich. and FENTON, Mich.,

Financial Services 45

Financial Services Mergers Bank Banking 45

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Solganick & Co.

DECEMBER 21, 2023

Two of the major data analytics software companies, Snowflake and Alteryx, announced M&A transactions during the week of December 18th. sees continued M&A demand for fast growing data analytics and AI software and IT services firms that provide automated applications and processes to the cloud. billion, including debt.

M&A 52

M&A Private Equity Capital Entertainment 52

Cisco: M&A

MAY 23, 2024

We’re excited to bring together forward-thinkers from retail, financial services, hospitality, and sports, media, and entertainment from June 2-6 in Las Vegas. Engage with visionaries, discover innovative solutions and gain insights that will drive your industry forward. Elevate your vision and Go Beyond!

Entertainment 103

Entertainment Hospitality Financial Services Media 103

Cisco: M&A

JUNE 24, 2024

This year we had the opportunity to share how our customers can accelerate digital transformation, fortify tech infrastructures, and enhance observability and vulnerability management for financial institutions. Cisco Live 2024! The event brought together 21,000 industry leaders and technology enthusiasts.

Financial Services 52

Financial Services Financial Institution Shares Management 52

Global Newswire by Notified: M&A

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers Bank Banking 45

Global Newswire by Notified: M&A

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers Bank Banking 45

Global Newswire by Notified: M&A

JUNE 17, 2024

June 17, 2024 (GLOBE NEWSWIRE) -- Orrstown Financial Services, Inc. SHIPPENSBURG, Pa. and YORK, Pa., Orrstown”) (NASDAQ: ORRF), the parent company of Orrstown Bank, and Codorus Valley Bancorp, Inc.

Financial Services 49

Financial Services Mergers Bank Banking 49

Global Banking & Finance

NOVEMBER 17, 2023

Background Checks in Banks, and Conflicts with Ban-the-Box Laws Philip M. practice co-chair of Littler’s International Employment Law Practice Group and co-chair of the Financial Services Industry Group. Berkowitz is the U.S. He can be reached at pberkowitz@littler.com.

Bank 81

Bank Banking Financial Services M&A 81