Investors and Mergers and Acquisitions - Investment Banking Today

How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

How2Exit

MARCH 10, 2025

E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money! With decades of experience in technology, business acquisitions, and rollups, Richmond has developed a reputation for structuring creative and sustainable deals.

Business

Business Acquisitions Mergers and Acquisitions Finance

Three weeks later, investors are still not terribly enthusiastic about the massive Cisco-Splunk deal

TechCrunch: M&A

OCTOBER 4, 2023

Three weeks after the Cisco announced a massive $28B acquisition of Splunk, investors still seem less than enthused about the deal.

Investors

Investors Acquisitions Mergers and Acquisitions Mergers

Wiz walks away from Google’s $23B acquisition offer: Read the CEO’s note to employees

TechCrunch: M&A

JULY 22, 2024

Cybersecurity startup Wiz has turned down a $23 billion acquisition offer from Alphabet, Google’s parent company, according to a source familiar with discussions.

Acquisitions

Acquisitions Valuation Investors Management

Ninth Circuit Applies Birnbaum Rule to Affirm Dismissal of Claims by SPAC Investors Asserted Against Target Company Executives for Pre-Merger Statements

JD Supra: Mergers

AUGUST 16, 2024

8, 2024), the United States Court of Appeals for the Ninth Circuit affirmed the dismissal of a securities class action brought by investors who purchased shares of the special purpose acquisition company Churchill Capital Corporation IV (“CCIV”) in early 2021 before it merged with Atieva, Inc. LEXIS 19910 (9th Cir.

Investors

Investors Mergers Corporation Capital

Weathering the Storm: Key M&A Considerations for Foreign Investors Entering the U.S. Market

JD Supra: Mergers

MARCH 25, 2025

Cross-border merger and acquisition (M&A) activity in 2025 will be shaped by tumultuous economic, legal, and regulatory change. Driven by the new U.S.

M&A

M&A Mergers and Acquisitions Investors Economics

SEC Adopts Final Rules to Enhance Disclosures and Investor Protections Relating to Special Purpose Acquisition Companies (SPACs) and De-SPAC Transactions

JD Supra: Mergers

FEBRUARY 6, 2024

On January 24, 2024, the Securities and Exchange Commission (“SEC”) adopted final rules (the “Final Rules”) to enhance disclosure and investor protection in initial public offerings (“IPOs”) by special purpose acquisition companies (“SPACs”) and in business combination transactions involving shell companies, such as SPACs, and private operating companies (..)

Initial Public Offering

Initial Public Offering Investors IPO Acquisitions

SPAC Litigation: A Review of Recent Developments

JD Supra: Mergers

MAY 23, 2023

In Short - SPAC Deals: Special purpose acquisition companies ("SPACs") boomed in 2020 as a means of taking early-stage private companies public.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Investors Acquisitions

Can You Supercharge Your Business Growth? The Roll-Up Strategy REVEALED

How2Exit

NOVEMBER 25, 2024

His career transitioned into investment banking and fractional CFO services, where he developed significant expertise in mergers and acquisitions, particularly roll-ups. This episode is a goldmine for anyone interested in understanding the intricate strategies that private equity employs to rapidly grow companies through acquisitions.

Business

Business Mergers and Acquisitions Finance Finance

What the new private sale process regime means for private equity investors

JD Supra: Mergers

MAY 28, 2024

If you are a private equity investor considering potential P2P acquisitions after receiving initial soundings from management teams, then this new regime should be helpful in enabling early stage talks to happen in private. The UK Takeover Panel (the Panel) has published a new framework for private sale processes.

Private Equity

Private Equity Sale Equities Investors

Navigating the Dynamic M&A Landscape in the Sports Apparel Industry

JD Supra: Mergers

SEPTEMBER 27, 2024

The mergers and acquisitions (M&A) landscape in the sports industry has remained notably active and attractive to investors, driven by continuous digital transformation and global franchise investments. Since 1985, the sports industry has recorded 5,724 M&A transactions, amounting to $1.7

M&A

M&A Mergers and Acquisitions Mergers Investors

Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return

How2Exit

MAY 6, 2024

b' E210: Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return - Watch Here rn rn About the Guest(s): rn Dan Taylor is an experienced professional specializing in real estate strategies that set him apart from conventional practices. then sell those businesses without the real estate."

Mergers and Acquisitions

Mergers and Acquisitions Business Mergers Acquisitions

Mergers that Matter: Creating Value and Driving Growth Through M&A

Sun Acquisitions

DECEMBER 2, 2024

Mergers and acquisitions (M&A) have always been a powerful tool for companies to grow and expand. The rise of strategic activism: Strategic activism is a type of investor activism in which investors push companies to make changes to improve their long-term performance. Mergers and acquisitions can help to create jobs.

M&A

M&A Mergers Mergers and Acquisitions Acquisitions

SEC Adopts Final Rules Enhancing Disclosures and Providing Additional Investor Protections Related to SPACs

JD Supra: Mergers

JANUARY 31, 2024

Nearly two years after first proposing new rules related to special purpose acquisition companies (SPACs), the U.S. Securities and Exchange Commission (SEC) has adopted final rules aimed at enhancing investor protections in initial public offerings by SPACs and in subsequent de-SPAC transactions.

Initial Public Offering

Initial Public Offering Investors Underwriting Acquisitions

Bill Snow: From Sales to Mergers and Acquisitions Expert -E149

How2Exit

OCTOBER 16, 2023

b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions Sale

Disclosure of Preliminary Merger Negotiations: Are SPACs Different?

Deal Lawyers

DECEMBER 16, 2024

Last week, the SEC announced settled enforcement proceedings against Cantor Fitzgerald for its alleged role in causing two SPACs that it controlled to make misleading statements to investors about the status of their discussions with potential acquisition targets ahead of their initial public offerings (IPOs).

Negotiation

Negotiation Initial Public Offering IPO Mergers

Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions

How2Exit

DECEMBER 18, 2023

b' E169: Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions - 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. rn "I actually don't put up a lot of money.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions M&A

Guide Through The Mexican M&A Labyrinth: Top 10 Labor and Employment Considerations for Foreign Investors

JD Supra: Mergers

SEPTEMBER 19, 2024

For foreign companies contemplating a merger with or acquisition of a Mexican company, understanding the labor landscape is crucial. Una versión en español de esta Insight está disponible haciendo clic arriba.

M&A

M&A Investors Mergers Acquisitions

Robinhood snaps up Pluto to add AI tools to its investing app

TechCrunch: M&A

JULY 1, 2024

Investment app Robinhood is adding more AI features for investors with its acquisition of AI-powered research platform Pluto Capital, Inc.

Investment

Investment IT Portfolio Acquisitions

What are the Strategic Implications of Mergers and Acquisitions for Business?

Lake Country Advisors

JUNE 12, 2024

Mergers and acquisitions (M&A)—combining two companies into one or acquiring and absorbing a new entity—are strategic moves that drive business growth. Mergers occur when two similarly sized companies decide to proceed as a single new entity rather than remain separately owned and operated.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Business Acquisitions

Healthcare & Life Sciences Private Equity Deal Tracker: WindRose Acquires CardioOne

JD Supra: Mergers

MARCH 8, 2024

WindRose Health Investors has announced its acquisition of CardioOne. CardioOne, founded in 2023 and based in Houston, is a management services partner and technology platform designed for independent cardiology practices. By: McGuireWoods LLP

Private Equity

Private Equity Healthcare Equities Investors

Cross-Border M&A: What Non-US Investors Should Know

JD Supra: Mergers

AUGUST 5, 2024

In contemplating a potential acquisition in the United States, there are multiple considerations that require significant analysis to achieve the strategic goals of such acquisition. It is paramount to consider the applicable US political and regulatory implications before acquiring businesses or assets.

M&A

M&A Investors Government Acquisitions

Navigating Business Expansion: The Art of Mergers, Acquisitions, and Sale Leaseback Strategies with Brandon Knowlden

How2Exit

FEBRUARY 25, 2024

b' E190: Brandon Knowlden Shares His Acquisition Strategy and Recent Success - Watch Here rn rn About the Guest(s): rn Brandon Knowlden is an entrepreneur with a rich background in both the advertising industry and the world of manufacturing. rn Building a quiver of private investors is crucial for executing sale leasebacks efficiently.

Mergers and Acquisitions

Mergers and Acquisitions Acquisitions Business Sale

How Private Equity Firms Select Investment Targets and Build Capital: Insights for Entrepreneurs

JD Supra: Mergers

MAY 21, 2024

What do private equity and growth capital investors look for when adding new companies to their portfolio, and what strategies do they apply to help those companies optimize capital?

Private Equity

Private Equity Equities Capital Mergers and Acquisitions

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

JD Supra: Mergers

OCTOBER 17, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking

Private Equity Interest in Lower Middle Market Acquisitions Remains Strong

Global Banking & Finance

AUGUST 8, 2024

Regarding mergers and acquisitions (M&A), private equity continues to show robust interest in acquiring lower middle market (LMM) companies. While large M&A transaction volume fell in the first half of 2024, the allure of LMM acquisitions remains high.

Middle Market

Middle Market Private Equity Equities Acquisitions

HSR Considerations for Secondary Sales of Private Company Stock

JD Supra: Mergers

AUGUST 26, 2024

While investors generally are aware that mergers and acquisitions can require antitrust filings in the United States under the Hart-Scott-Rodino Antitrust Improvements Act (HSR Act), they are sometimes surprised to learn that secondary sales also can trigger HSR Act filing obligations.

Sale

Sale Stock Mergers and Acquisitions Mergers

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

JD Supra: Mergers

MAY 23, 2024

The growing number of opportunities have attracted a diverse group of investors and lenders. Global financial institutions and some of the world’s largest institutional investors are among those pursuing acquisitions and equity financings in digital assets businesses. By: Mayer Brown

Financial Institution

Financial Institution M&A Business Investment

What Does It Take to Close a Deal? Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED

How2Exit

NOVEMBER 18, 2024

With a career grounded in experience gained from working at a competitor straight out of college, Jordan has established himself as a seasoned professional in the mergers and acquisitions sector. His expertise lies in savvy deal-making, industry analysis, and curating strategic business acquisitions.

IT

IT Mergers and Acquisitions Business Private Equity

Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses

How2Exit

NOVEMBER 11, 2023

b' Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses - Watch Here rn rn About The Guest(s): Carl Allen is an entrepreneur, investor, and corporate dealmaker with almost three decades of experience buying and selling businesses.

Business

Business Investors Mergers and Acquisitions Shares

Stripe in talks to acquire Bridge for $1 billion

TechCrunch: M&A

OCTOBER 17, 2024

The pair raised $58 million from investors […] © 2024 TechCrunch. The talks are reportedly in advanced stages, although nothing has been finalized. Bridge, co-founded by Coinbase alumni Zach Abrams and Sean Yu, has built an API that helps companies accept stablecoins. All rights reserved. For personal use only.

Investors

Investors Mergers and Acquisitions Capital Acquisitions

Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - 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.

Acquisitions

Acquisitions Mergers and Acquisitions Business Education

Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed

How2Exit

APRIL 22, 2024

b' E205: Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed - Watch Here rn rn About the Guest(s): rn Parnell Speed is a seasoned professional with a background in engineering and experience in the real estate sector.

Finance

Finance Finance Capital Funds

Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions

How2Exit

AUGUST 12, 2024

E238: Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions - Watch Here About the Guest(s): Landon Mance: Landon Mance is the co-founder of Backbone Planning Partners and a seasoned acquisition entrepreneur. Landon is also an active investor, having recently acquired Nevada Tree Service.

Business

Business Acquisitions Mergers and Acquisitions Debt

FTC Initiates Monopolization Lawsuit Against Roll-Up Acquisitions in Anesthesiology Markets

JD Supra: Mergers

SEPTEMBER 27, 2023

District Court for the Southern District of Texas against US Anesthesia Partners (USAP), a large healthcare provider platform, and private equity firm Welsh, Carson, Anderson and Stowe (WC), which has been a principal investor in USAP for many years. By: McGuireWoods LLP

Private Equity

Private Equity Healthcare Acquisitions Equities

Path clears for Paramount merger with Skydance after Bronfman drops bid

The Guardian: Mergers & Acquisitions

AUGUST 27, 2024

Ex-Warner Music chief had formed consortium to gazump planned deal but some would-be investors withdrew The veteran media executive Edgar Bronfman Jr has abandoned a $6bn (£4.5bn) bid for Paramount Global, clearing the path for the conglomerate’s multibillion-dollar merger with the production group Skydance Media. Continue reading.

Mergers

Mergers Media Investors Mergers and Acquisitions

Healthcare & Life Sciences Private Equity Deal Tracker: WindRose Acquires CardioOne

JD Supra: Mergers

JANUARY 21, 2025

WindRose Health Investors has announced the acquisition of CardioOne. CardioOne, founded in 2022 and based in Houston, is a physician enablement company that serves independent cardiologists. By: McGuireWoods LLP

Private Equity

Private Equity Healthcare Equities Investors

VCs anticipate more exits in 2024 but have no consensus on when or how

TechCrunch: M&A

JANUARY 4, 2024

IPO

IPO M&A Investors Mergers and Acquisitions

Antitrust scrutiny of private equity deals intensifies

JD Supra: Mergers

FEBRUARY 28, 2024

Traditionally, private equity firms were seen as benign investors from an antitrust perspective. In the past 12 months, PE-funded acquisitions have faced progressively more rigorous scrutiny by antitrust authorities. This is changing. By: Allen & Overy LLP

Private Equity

Private Equity Equities Funds Investors

M&A Trends 2025: Market Insights and Business Growth Opportunities

PCE

JANUARY 14, 2025

The mergers and acquisitions (M&A) landscape for 2025 is poised for significant and sustained growth. How will you position your organization to take advantage of the opportunities in the year ahead?

M&A

M&A Mergers and Acquisitions Business Economics

Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

JD Supra: Mergers

FEBRUARY 27, 2024

Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity continues to be a key deal feature in acquisitions backed by PE investors. By: Goodwin

Equities

Equities Private Equity Middle Market Portfolio

7 Key Takeaways from M&A Industry Experts

Midaxo

AUGUST 2, 2023

Corporate development leaders, in-house M&A counsel and private equity investors from a range of industries and regions shared first-hand experiences, best practices and guidance from their vast M&A experience. Most panelists agreed: a well-articulated acquisition strategy is essential for long-term success.

M&A

M&A Mergers and Acquisitions Private Equity Mergers

TipRanks, an AI-based stock tip evaluator created after its founder got burned by bad advice, sells for $200M to Prytek

TechCrunch: M&A

AUGUST 15, 2024

Investors

Investors Stock IT Mergers and Acquisitions

The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.

Acquisitions

Acquisitions Private Equity Mergers and Acquisitions Middle Market

Seae Ventures acquires Unseen Capital after founder death

TechCrunch: M&A

JULY 9, 2024

Owens, an investor and entrepreneur, launched Unseen Capital to focus on early-stage healthcare companies started by underrepresented founders, in 2020. Seae Ventures is acquiring Unseen Capital after the death of founder Kayode Owens in 2021. The combined firm will continue to invest in healthcare for minorities and underserved populations.

Capital

Capital Healthcare Investors Investment

How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

Three weeks later, investors are still not terribly enthusiastic about the massive Cisco-Splunk deal

Trending Sources

Wiz walks away from Google’s $23B acquisition offer: Read the CEO’s note to employees

Ninth Circuit Applies Birnbaum Rule to Affirm Dismissal of Claims by SPAC Investors Asserted Against Target Company Executives for Pre-Merger Statements

Weathering the Storm: Key M&A Considerations for Foreign Investors Entering the U.S. Market

SEC Adopts Final Rules to Enhance Disclosures and Investor Protections Relating to Special Purpose Acquisition Companies (SPACs) and De-SPAC Transactions

SPAC Litigation: A Review of Recent Developments

Can You Supercharge Your Business Growth? The Roll-Up Strategy REVEALED

What the new private sale process regime means for private equity investors

Navigating the Dynamic M&A Landscape in the Sports Apparel Industry

Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return

Mergers that Matter: Creating Value and Driving Growth Through M&A

SEC Adopts Final Rules Enhancing Disclosures and Providing Additional Investor Protections Related to SPACs

Bill Snow: From Sales to Mergers and Acquisitions Expert -E149

Disclosure of Preliminary Merger Negotiations: Are SPACs Different?

Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions

Guide Through The Mexican M&A Labyrinth: Top 10 Labor and Employment Considerations for Foreign Investors

Robinhood snaps up Pluto to add AI tools to its investing app

What are the Strategic Implications of Mergers and Acquisitions for Business?

Healthcare & Life Sciences Private Equity Deal Tracker: WindRose Acquires CardioOne

Cross-Border M&A: What Non-US Investors Should Know

Navigating Business Expansion: The Art of Mergers, Acquisitions, and Sale Leaseback Strategies with Brandon Knowlden

How Private Equity Firms Select Investment Targets and Build Capital: Insights for Entrepreneurs

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

Private Equity Interest in Lower Middle Market Acquisitions Remains Strong

HSR Considerations for Secondary Sales of Private Company Stock

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

What Does It Take to Close a Deal? Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED

Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses

Stripe in talks to acquire Bridge for $1 billion

Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed

Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions

FTC Initiates Monopolization Lawsuit Against Roll-Up Acquisitions in Anesthesiology Markets

Path clears for Paramount merger with Skydance after Bronfman drops bid

Healthcare & Life Sciences Private Equity Deal Tracker: WindRose Acquires CardioOne

VCs anticipate more exits in 2024 but have no consensus on when or how

Antitrust scrutiny of private equity deals intensifies

M&A Trends 2025: Market Insights and Business Growth Opportunities

Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

7 Key Takeaways from M&A Industry Experts

TipRanks, an AI-based stock tip evaluator created after its founder got burned by bad advice, sells for $200M to Prytek

The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up

Seae Ventures acquires Unseen Capital after founder death

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