Information and M&A - Investment Banking Today

From Static to Strategic: Understanding The M&A KPI Lifecycle

Midaxo

MARCH 25, 2025

In the complex world of M&A, theres no one-size-fits-all approach to tracking and leveraging Key Performance Indicator (KPI) data. But one thing is certain: successful acquirers understand that M&A KPIs have a lifecycle. It would be easy to think that all the M&A KPIs that need to be defined have been defined for ages.

M&A

M&A Management Business IT

Mastering M&A KPIs: Goals and Getting Started

Midaxo

MARCH 19, 2025

However, despite this importancealong with the relative high failure rates in executing on M&A the M&A process has often lacked the same rigorous scrutiny and end-to-end optimization that is applied to other core functions such as sales and manufacturing. Despite the availability of modern end-to-end M&A platforms (e.g.,

M&A

M&A Management Business Accountant

FCA: Unlawful Disclosure of Inside Information and M&A Transactions

JD Supra: Mergers

MARCH 17, 2025

The FCA has published Primary Market Bulletin (PMB) No 54 outlining its concerns around the unlawful disclosure of inside information during the course of M&A transactions.

M&A

M&A IT

New HSR Rules Go Live: Your Playbook for Effective M&A

JD Supra: Mergers

FEBRUARY 10, 2025

The new HSR rules will fundamentally alter the premerger notification process, and substantially increase the burden on filing parties, who will need to provide significantly more information and documents with their initial filings.

M&A

M&A Mergers

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

S&P

7 Key Takeaways from M&A Industry Experts

Midaxo

AUGUST 2, 2023

The most recent Transaction Advisors Institute (TAI) M&A conference was held at the University of Chicago in late June and covered topics ranging from current challenges impacting complex transactions to innovative methods to improve deal performance. Key M&A Takeaways for Q2 2023 1.

M&A

M&A Mergers and Acquisitions Private Equity Mergers

Why Teams Need Living M&A Playbooks: Navigating the Complex Landscape of Corporate Development

Midaxo

DECEMBER 11, 2023

Inorganic growth through M&A and corporate development has become an integral strategy for companies seeking innovation and competitive advantage. The Evolution of M&A Playbooks A playbook is essentially a roadmap for the M&A process. M&A is not just a series of transactions. It’s a learning journey.

M&A

M&A Corporation Mergers and Acquisitions Collaboration

Streamlining Your M&A Pipeline with Midaxo Deal Scoring

Midaxo

JUNE 20, 2023

However, by leveraging first- and third-party data with Midaxo Deal Scoring, dealmakers can more efficiently focus their pipeline management, prioritize targets based on their deal thesis, and make informed decisions. Introduction Managing a large pipeline of potential deals can be a daunting task.

M&A

M&A Management Corporation Funds

Impact of German Court's Disclosure Obligations Ruling on Corporate and Financing Transactions

JD Supra: Mergers

FEBRUARY 10, 2025

The German Federal Court of Justice (BGH) clarified in a ruling on September 15, 2023 (V ZR 77/22) that sellers may not rely only on the information they put in a data room when fulfilling their disclosure obligations towards a buyer or investor. By: Dechert LLP

Finance

Finance Finance Corporation M&A

Negotiating Transition Services Agreements in Carve-Out M&A Deals

JD Supra: Mergers

OCTOBER 24, 2024

In mergers and acquisitions (M&A), few transactions are as complex as carve-outs. By: Mayer Brown

M&A

M&A Negotiation Mergers and Acquisitions Sale

2023 Summer review – M&A legal and market developments

JD Supra: Mergers

SEPTEMBER 6, 2023

We set out below a number of interesting English court decisions and market developments which have taken place and their impact on M&A transactions. Please see full Report below for more information. This Summer review looks at these developments and gives practical guidance on their implications. By: White & Case LLP

M&A

Bugcrowd, the crowdsourced white-hat hacker platform, acquires Informer to ramp up its security chops

TechCrunch: M&A

MAY 23, 2024

On the heels of raising $102 million earlier this year, Bugcrowd is making good on its promise to use some of that funding to make acquisitions to strengthen its security chops. All rights reserved. For personal use only.

Securities

Securities IT Funds Acquisitions

M&A Analytics: Using Pipeline Reports to Communicate Deal Strategy

Midaxo

SEPTEMBER 1, 2023

Informed decision-making is paramount in corporate dealmaking. This is where M&A analytics come into play, serving as a bridge between the vast streams of data and the crucial decisions that drive business growth. Targets by geographic region: Geographical diversification is a common objective in M&A.

M&A

M&A Corporation Utilities Management

Spotlight on Security for M&A Platforms

Midaxo

SEPTEMBER 14, 2023

That is especially true for organizations working in corporate development and M&A, where preventing unauthorized user access and protecting the confidentiality of data is paramount. Studies confirm that cloud-based M&A platforms are more secure and better able to respond to security challenges than generic, standalone tools.

M&A

M&A Securities Architecture Management

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Faster Timelines: Seize the Moment The M&A world is all about speed and agility.

M&A

M&A Mergers and Acquisitions Collaboration Valuation

The Key to a Winning M&A Pipeline

Midaxo

MAY 5, 2023

Introduction The landscape of M&A is undergoing significant changes, driven by evolving market dynamics and technological advancements. End-to-end platforms with AI and data-driven solutions are also transforming the M&A process, allowing for more efficient and effective deal-making. So what matters most?

M&A

M&A Management Advisory Business

Governance Insights: Protecting Information to Protect Process – When is it Appropriate to Restrict a Director’s Access to Board Records?

JD Supra: Mergers

JUNE 21, 2024

When is a board of directors permitted to withhold information from one of its members? By: Davies Ward Phillips & Vineberg LLP

Government

Government IT M&A Corporation

The Evolving Role of ESG in M&A: Balancing Risks and Opportunities

JD Supra: Mergers

SEPTEMBER 27, 2023

Environmental, social, and governance (ESG) considerations are playing an increasingly important role in M&A transactions. Please see full report below for more information. By: Vinson & Elkins LLP

M&A

M&A Government IT

A Seller’s Duty of Disclosure and Virtual Data Rooms in M&A Deals: German Supreme Court Provides Guidance

JD Supra: Mergers

DECEMBER 15, 2023

The German Supreme Court has outlined the duties of sellers to disclose information to purchasers using virtual data rooms, a common practice in M&A deals. The court held that a seller had the burden of proving that a purchaser obtained actual knowledge of material risks attached to a target.

M&A

M&A Sale IT

Amendment to CCPA Would Require Consumer OptOut Elections to be Preserved Following M&A Transactions

JD Supra: Mergers

SEPTEMBER 17, 2024

Data privacy and security risk and compliance issues relating to exchanges of personal information during merger, acquisition, and similar transactions can sometimes be overlooked. By: Jackson Lewis P.C.

Mergers and Acquisitions

Mergers and Acquisitions M&A Mergers Acquisitions

5 Keys to M&A Relationship Management

Midaxo

DECEMBER 13, 2024

Intro: In the dynamic world of mergers and acquisitions (M&A), deals are built on more than just numbers and strategiestheyre built on relationships. Effective M&A relationship management is at the heart of identifying opportunities, fostering trust, and ensuring smooth integrations post-acquisition.

M&A

M&A Management Mergers and Acquisitions Acquisitions

The Importance of Due Diligence in M&A Transactions

JD Supra: Mergers

AUGUST 30, 2023

It allows the acquiring company to identify dealbreakers, assess risks, make informed decisions, negotiate effectively, ensure compliance, plan for integration, and set the stage for a successful and value-enhancing merger or acquisition. In any merger or acquisition, the due diligence stage is one of the most critical steps.

Mergers and Acquisitions

Mergers and Acquisitions M&A Negotiation Mergers

How AI Can Enhance M&A Deal Sourcing

Midaxo

JUNE 7, 2023

Introduction: M&A deal sourcing is one of the most obvious and intriguing application areas that can be improved with AI tools such as ChatGPT. Download White Paper: How AI Can Supercharge M&A Deal Sourcing Historically, there haven’t been effective ways to proactively identify optimal times to approach targets.

M&A

M&A Mergers and Acquisitions Media Management

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Sun Acquisitions

NOVEMBER 4, 2024

In today’s digital era, artificial intelligence (AI) and automation are revolutionizing industries worldwide, and mergers and acquisitions (M&A) are no exception. These technologies are fundamentally altering how businesses approach M&A, enhancing efficiency, reducing risks, and unlocking new opportunities for value creation.

M&A

M&A Mergers and Acquisitions Risk Assessment Collaboration

Negotiating with a Noob M&A Target? Go Easy on Them, says Delaware Chancery

JD Supra: Mergers

JULY 21, 2023

Buy-side executives in an M&A deal negotiate with their sell-side counterparts for months, plying them for information, assessing the seller’s weaknesses and pressure points, and even making informal entreaties when the parties’ standstill agreement says they shouldn’t —all to get the best deal for the acquirer.

Negotiation

Negotiation M&A Corporation Business

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A

M&A Securities Mergers and Acquisitions Investment Banking

Global M&A Insights - Innovation thrives amid challenging conditions

JD Supra: Mergers

JULY 12, 2023

As we look ahead to the second half of 2023, the outlook for M&A remains complex. Please see Publication below for more information. In the six months to the end of June, global deal value stood at USD1.2 trillion, around one-third of last year’s annual total. By: Allen & Overy LLP

M&A

M&A Antitrust Update: FTC Approves Significant Changes to HSR Filings

JD Supra: Mergers

OCTOBER 14, 2024

Department of Justice (DOJ) prior to their consummation through a HSR filing, along with what information must be disclosed as part of a HSR filing. The HSR Act governs which transactions must be reported to the FTC and U.S. By: Husch Blackwell LLP

M&A

M&A Mergers and Acquisitions Government Mergers

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. Visit Echo Eight for more information.

M&A

M&A Mergers and Acquisitions Book-building Business

Unlocking Deal Success: Introducing the Midaxo Value Tracker

Midaxo

JULY 19, 2023

M&A transactions involve complex processes, multiple stakeholders and a significant amount of data. One such tool gaining prominence in the M&A landscape is the Midaxo Value Tracker. Streamlined Deal Management Consolidating all your critical deal information in one centralized platform saves time and energy.

M&A

M&A Collaboration Management Mergers

Continued Growth in Software and IT Services M&A Expected in 2025

Solganick & Co.

DECEMBER 20, 2024

December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. Forecast for 2025: Continued Growth: M&A activity is expected to continue to rise in 2025, with a focus on strategic acquisitions and digital transformation.

M&A

M&A IT Mergers and Acquisitions Valuation

FDIC Proposal on Change-in-Control Notices Has Potential Ripple Effects on M&A

JD Supra: Mergers

AUGUST 30, 2024

Although the agencies could collaborate informally, Alexandra Steinberg Barrage, partner at Troutman Pepper Hamilton Sanders LLP, pointed out a potential challenge with that. Some advisers suggested the bank regulatory agencies could join forces without this proposed rule, though they have not always coordinated on various works in the past.

M&A

M&A Collaboration Bank Banking

How Will ChatGPT Change M&A?

Midaxo

APRIL 17, 2023

The introduction of ChatGPT and GPT-4 marks a significant transformation in the way all types of ‘knowledge work’, including M&A and corporate development, will be carried out. For example, take the following prompt: “How could <company name> create value through M&A?”

M&A

M&A Mergers and Acquisitions Consulting Book-building

M&A Disclosure: 7th Cir. Says Information About Alternative Deal Structure Not Material

Deal Lawyers

NOVEMBER 29, 2023

Earlier this month, in Smykla v. Molinaroli, (7th Cir.; 11/23) the 7th Circuit rejected disclosure claims premised on alleged misstatements and omissions in a proxy statement relating to the 2016 inversion transaction between Johnson Controls & Tyco International.

M&A

M&A IT

Algorithms Are Modern Guardrails

Beyond M&A

FEBRUARY 10, 2025

Whilst impressed by the product and tech, the thing that stood out during the assessment is that the All around us, algorithms act as modern guardrails, shaping how information is processed, communicated, and transformed into intelligence. Let’s talk about how Beyond M&A can help you move to the next level.

M&A

M&A IT Financial Services Business

Creating an M&A Playbook with ChatGPT as Your Consultant

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. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A

M&A Consulting Mergers and Acquisitions Valuation

The Silent Deal Killer: Why Cultural Integration is Key to M&A Success

Sun Acquisitions

NOVEMBER 18, 2024

Mergers and Acquisitions (M&A) are exciting ventures promising growth, innovation, and market dominance. While financial projections and strategic fit are essential, successful M&A hinges on effectively uniting the distinct cultures of the merging companies. This can lead to a decline in morale, productivity, and innovation.

M&A

M&A Mergers and Acquisitions Collaboration Mergers

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

MergersCorp M&A International

DECEMBER 2, 2024

New York, NY – The Korea Trade-Investment Promotion Agency (KOTRA) in New York is excited to announce its strategic partnership with MergersCorp M&A International, an american leading investment banking and advisory firm specializing in mergers and acquisitions (M&A) and corporate finance. As the U.S.

Corporate Finance

Corporate Finance M&A Finance Finance

[Video] The Informed Board Podcast | How Will Corporate DEI Policies Be Affected by the Supreme Court Ruling in the University Affirmative Action Cases?

JD Supra: Mergers

NOVEMBER 7, 2023

The latest episode of the Informed Board podcast features a discussion of the potential implications for U.S. Our host, Skadden M&A partner Ann Beth Stebbins, leads a discussion with David E. companies of the U.S. Supreme Court decision in June striking down race-based affirmative action programs in higher education.

Education

Education Corporation M&A

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

M&A Advisory Economics Mergers and Acquisitions

AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space. Notable Quotes: "Optionality is what gives you value.

Valuation

Valuation M&A Mergers and Acquisitions Advisory

Joanna Oakey: Navigating Emotional Dynamics in M&A Deals

How2Exit

NOVEMBER 20, 2023

b' E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A

M&A Mergers and Acquisitions Book-building Acquisitions

Arthur Petropoulos: Helping Companies Sell and Secure Capital through M&A

How2Exit

OCTOBER 8, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Summary: Arthur Petropoulos, managing partner at Hill View Partners, shares his journey into the world of mergers and acquisitions (M&A) and discusses the services his firm provides. rn rn Quotes: rn rn "Our firm, we help companies sell themselves.

M&A

M&A Capital Securities Mergers and Acquisitions

Europe Daily News, 11 March 2025

JD Supra: Mergers

MARCH 17, 2025

COMPETITION - Non-opposition to a notified concentration (Case M.11819 11819 - Audi / Qatar Holding / Sauber Hodling) - Commission carries out unannounced antitrust inspections in the non-alcoholic drinks sector and asks for information in personal care sector - Financial Times. By: Mayer Brown

M&A

From Static to Strategic: Understanding The M&A KPI Lifecycle

Mastering M&A KPIs: Goals and Getting Started

Trending Sources

FCA: Unlawful Disclosure of Inside Information and M&A Transactions

New HSR Rules Go Live: Your Playbook for Effective M&A

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

7 Key Takeaways from M&A Industry Experts

Why Teams Need Living M&A Playbooks: Navigating the Complex Landscape of Corporate Development

Streamlining Your M&A Pipeline with Midaxo Deal Scoring

Impact of German Court's Disclosure Obligations Ruling on Corporate and Financing Transactions

Negotiating Transition Services Agreements in Carve-Out M&A Deals

2023 Summer review – M&A legal and market developments

Bugcrowd, the crowdsourced white-hat hacker platform, acquires Informer to ramp up its security chops

M&A Analytics: Using Pipeline Reports to Communicate Deal Strategy

Spotlight on Security for M&A Platforms

M&A in the Digital Age: How Tech is Supercharging Dealmaking

The Key to a Winning M&A Pipeline

Governance Insights: Protecting Information to Protect Process – When is it Appropriate to Restrict a Director’s Access to Board Records?

The Evolving Role of ESG in M&A: Balancing Risks and Opportunities

A Seller’s Duty of Disclosure and Virtual Data Rooms in M&A Deals: German Supreme Court Provides Guidance

Amendment to CCPA Would Require Consumer OptOut Elections to be Preserved Following M&A Transactions

5 Keys to M&A Relationship Management

The Importance of Due Diligence in M&A Transactions

How AI Can Enhance M&A Deal Sourcing

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Negotiating with a Noob M&A Target? Go Easy on Them, says Delaware Chancery

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

Global M&A Insights - Innovation thrives amid challenging conditions

M&A Antitrust Update: FTC Approves Significant Changes to HSR Filings

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

Unlocking Deal Success: Introducing the Midaxo Value Tracker

Continued Growth in Software and IT Services M&A Expected in 2025

FDIC Proposal on Change-in-Control Notices Has Potential Ripple Effects on M&A

How Will ChatGPT Change M&A?

M&A Disclosure: 7th Cir. Says Information About Alternative Deal Structure Not Material

Algorithms Are Modern Guardrails

Creating an M&A Playbook with ChatGPT as Your Consultant

The Silent Deal Killer: Why Cultural Integration is Key to M&A Success

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

[Video] The Informed Board Podcast | How Will Corporate DEI Policies Be Affected by the Supreme Court Ruling in the University Affirmative Action Cases?

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux

Joanna Oakey: Navigating Emotional Dynamics in M&A Deals

Arthur Petropoulos: Helping Companies Sell and Secure Capital through M&A

Europe Daily News, 11 March 2025

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