Workflow
M&A Advisory
icon
Search documents
Eight Quarter Advisors Announces Acquisition of Innovative Mechanical & Design by Legence Corp.
Prnewswire· 2025-12-02 15:00
The alignment with Legence establishes a strategic platform for expansion within the market and further strengthens IMD's service and maintenance offerings, fabrication capabilities, and its relationships among Fortune 100 companies. "IMD was being tested by its own success. 70% CAGR the last 4 years and clients needing more. The challenge of supporting that kind of trajectory is not to be taken lightly. Legence has the presence, culture, and competitive fire to meet that challenge," noted Matt Willimas, m ...
Morgan Stanley, Houlihan Lokey top consumer M&A adviser charts – data
Yahoo Finance· 2025-11-03 09:00
Core Insights - JP Morgan and Houlihan Lokey ranked first in two league tables for M&A activity in the consumer sector during the first nine months of the year, according to GlobalData [1] - Morgan Stanley led in transaction value, advising on deals worth a cumulative $30.56 billion, while Houlihan Lokey advised on the highest number of deals, totaling 22 [1][2] - In the first nine months of 2024, Houlihan Lokey advised on 25 transactions, maintaining its leadership position in deal volume despite a year-on-year decline in the total number of deals [3] Transaction Details - Morgan Stanley was involved in Keurig Dr Pepper's acquisition of JDE Peet's for €15.7 billion ($18.36 billion) and the subsequent split of the combined business [2] - Houlihan Lokey's advisory work primarily focused on food transactions, including Kraft Heinz's asset sale in Italy [2] Competitor Rankings - Bank of America ranked second in deal value, advising on transactions worth $28.51 billion, followed by Lazard with $27.83 billion from 12 deals, JP Morgan with $11.08 billion, and Goldman Sachs with $10.82 billion [4] - In terms of deal volume, Spayne Lindsay led with 16 transactions, followed by Rothschild & Co. with 14, Deloitte with 13, and both Bank of America and Lazard with 12 [4] Data Source and Methodology - GlobalData's league tables are based on real-time tracking of company and advisory firm websites, with a team of analysts gathering detailed information on each deal [5]
S&W appoints new partner for transaction services
Yahoo Finance· 2025-09-23 11:09
Core Insights - S&W has appointed Jonathan Broadis as a partner in its transaction services practice to enhance its value creation advisory services [1][4] - Broadis brings over 25 years of experience in value creation, previously leading the UK M&A consulting division at Tata Consultancy Services [1][2] - His expertise includes operational, financial, and technology due diligence, as well as M&A integration and synergy development [2][3] Company Developments - Broadis will focus on expanding S&W's value creation advisory offerings and improving M&A services while building trusted advisor relationships with clients [4] - Mark Benka, head of transaction services at S&W, expressed enthusiasm about Broadis joining the team to enhance capabilities in value creation [4][5] - S&W recently announced the acquisition of Beechwood Partners in August 2025, which strengthens its presence in Ireland [5]
PPA: Accelerated Defense Spending Will Provide Further Momentum
Seeking Alpha· 2025-09-20 14:38
Core Insights - Seeking Alpha welcomes MAK Invest as a new contributing analyst, providing a platform for investment ideas and insights [1] Group 1: Analyst Background - The analyst has a decade of experience in public market investments, particularly in the UK and Asia [2] - Previous roles include asset management, portfolio consulting, and academic writing, with a focus on executing portfolios across various sectors [2] - The analyst holds an MSc in Banking & Finance and an MBA with a concentration in Finance, with research topics related to share price movements and stock market volatility [2] - Experience in M&A Advisory for three years, covering mid-market mandates in Healthcare, Consumer, and TMT sectors [2] - The analyst will focus on aerospace & defense and healthcare sectors in future contributions [2]