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

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

PCE

MAY 31, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Eagle Metal Distributors (“Eagle Metal”) to Eastern Metal Supply (“EMS”), a premier distributor of aluminum products and Wynnchurch Capital, a private equity firm.

Sale 52

Sale Private Equity Financial Services Equities 52

4Degrees

JANUARY 30, 2023

For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), it’s all about who you know. And keeping track of your network is crucial for success. Unfortunately, traditional relationship management systems have not been designed with dealmakers in mind.

Private Equity 52

Private Equity Financial Services Equities Capital 52

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. M&A Activity The financial sector sees frequent mergers and acquisitions, especially among banks, private equity firms, and other types of companies. and how our process works.

Finance 130

Finance Finance Economics Private Equity 130

The Deal

DECEMBER 18, 2023

” In the realm of more traditional financial services, Schein discussed the exit of Oakbridge Insurance Agency LLC this year. . “Sometimes handwritten,” Schein said. “Sometimes they make it into the proper Excel file, sometimes they don’t.”

Private Equity 64

Private Equity Insurance Portfolio Business 64

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. M&A Activity The financial sector sees frequent mergers and acquisitions, especially among banks, private equity firms, and other types of companies.

Finance 130

Finance Finance Economics Private Equity 130

The Deal

FEBRUARY 6, 2024

For GTCR LLC, among the major areas of investment in 2023 has been financial services. based Foundation Source Philanthropic Services Inc., The firm has inked deals small and large in the space, including its $17.5 billion deal for payments company WorldPay Inc. and its undisclosed investment in Fairfield, Conn.-based

Financial Services 52

Financial Services Investment Management Advisory 52

The Deal

AUGUST 9, 2023

3 spot on The Deal’s private equity league table for law firms. The combination with Waller gave Holland & Knight increased capabilities in healthcare, well as in private equity, financial services, real estate and litigation. and abroad.

Business 52

Business Private Equity Middle Market Medical 52

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Solganick & Co. Full Press Release: [link]

Consulting 52

Consulting IT Sale M&A 52

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Investors 111

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 52

Shearman & Sterling

MARCH 3, 2020

challenging the take-private buyout of the company by its controlling stockholders and a private equity firm. In re AmTrust Financial Services, Inc. Bouchard of the Delaware Court of Chancery denied a motion to dismiss breach of fiduciary duty claims brought by former shareholders of AmTrust, Inc.,

Mergers 40

Mergers Private Equity Financial Services M&A 40

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Innovation in financial services: Freed from stringent regulations, institutions can develop new products and services.

IT 52

IT Finance Finance Financial Services 52

Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. The most active verticals last quarter were Healthcare, Financial Services, and Government.

M&A 52

M&A Valuation Private Equity Investors 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

The Deal

AUGUST 9, 2023

Overall, the company has about 1,500 customers in retail, financial services and other markets. company focuses on retail, consumer goods, financial services, industrials and IT, and expects between $450 million to $500 million in sales this year. DG) and Dollar Tree Inc. Founded in 2017, the Palo Alto, Calif.,

M&A 40

M&A Private Equity Retail Financial Services 40

Cooley M&A

DECEMBER 14, 2020

On November 24th, Burson Cohn & Wolfe (BCW) brought together experts from across financial services to discuss current activity and prospects for special purpose acquisition companies (“SPAC”). Over the last two years, direct listings were in vogue for private companies and VCs evaluating public market exits.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Solganick & Co.

DECEMBER 21, 2023

The company went after verticals it believed might be especially underserved, like healthcare, financial services, advertising, retail and entertainment — and claimed to count several Fortune 500 brands in its customer base. Upon completion of the transaction, Alteryx will become a privately held company.

M&A 52

M&A Private Equity Capital Entertainment 52

The Deal

DECEMBER 5, 2023

Osman leads tech and software investments for the firm’s direct investment platform, which backs companies in technology, life sciences, consumer, financial services, energy, industrials and business services.

Corporation 52

Corporation Investment Equities Funds 52

The Deal

FEBRUARY 7, 2024

22 , the firm acquired Minneapolis-based CTB Financial Services Ltd., based BerganKDV, providing tax and audit, accounting, business advisory, wealth management and other services to its clients to serve business owners. A week before acquiring the Goldman unit, on Aug. In June , Creative added Bloomington, Minn.-based

Accountant 52

Accountant Advisory Management Financial Services 52

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. This consolidated approach simplifies financial management and helps clients achieve their long-term objectives.

Bank 52

Bank Banking IT Management 52

Cooley M&A

MAY 23, 2024

As a result of the competition among insurers, we have seen increasingly favorable rates and policy terms for policy purchasers in 2023 and continuing into 2024, as well as carrier expansion into alternative transaction structures and historically harder to underwrite areas, such as healthcare and financial services.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Software Equity Group

MAY 7, 2024

The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate. Second was financial services (14%), as financial firms leaned on technology amidst a tight operating environment driven by increased capital costs.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate. Second was financial services (14%), as financial firms leaned on technology amidst a tight operating environment driven by increased capital costs.

M&A 52

M&A Valuation Economics Business 52

How2Exit

AUGUST 2, 2023

This has led to a surge in AI adoption across various industries, including finance, law, and private equity. It can significantly speed up due diligence by automating tasks such as financial statement analysis and contract review. ChatGPT allows users to input a question or prompt and receive an instantaneous response.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Mergers and Inquisitions

JULY 17, 2024

Among the domestic banks, most people view Avendus, Kotak, JM Financial, ICICI, and Axis as “the best” in terms of deals, work, and compensation. Mumbai is the financial capital, but some firms also operate in cities such as Bangalore, Kolkata (Calcutta), and Delhi NCR. 70 hours per week for Analysts rather than ~80+ per week).

Investment Banking 59

Investment Banking Bank Banking Investment 59

Software Equity Group

AUGUST 20, 2024

The acquisition by Ideagen will enable Tritan Software to expand its services and support to the maritime industry and further establish its collective position as a leading provider of health and safety software. Since its founding in 2012, the private-equity-backed company has made 69 investments.

Investment 52

Investment Management Acquisitions Business 52

Razorpay

JULY 11, 2023

They offer financial services and assistance for startup founders and entrepreneurs. Mobile Banking Multi-location Funds Transfer Tax & Statutory Payments Utility Payments Receivables & Payables Solutions Startup Current Account (Digistart) This is a specialised offering by ICICI for startups.

Accountant 40

Accountant Bank Banking Business 40

The TRADE

APRIL 30, 2024

Through limiting speculative trading activities, the Volcker Rule seeks to protect banks from incurring significant losses and reduce the likelihood of taxpayer-funded bailouts in the event of financial turmoil. A key determinant of the regulation is ESMA’s rules on AI is the promotion of responsible AI use.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

JD Supra: Mergers

MARCH 26, 2025

Amid geopolitical volatility and economic uncertainty, Dechert partnered with our private equity and private capital clients to devise innovative strategies for capital raising and deployment. Dechert celebrated 40 years in private equity.

Private Equity 165

Private Equity Equities Capital Raising Financial Services 165

iMerge Advisors

APRIL 14, 2025

Whether the buyer is a strategic acquirer, a private equity platform, or a growth-stage investor, the bar has risen. For founders and CEOs contemplating a sale or capital raise, understanding what buyers are prioritizing today is not just helpful its essential. Valuations are no longer driven by top-line growth alone.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40