Appraiser Newsroom

OCTOBER 17, 2023

Our current lineup includes: Mariana Todorova, CFA, CPA/ABV | Kroll, LLC Marianna Todorova, CFA is a Managing Director in the Office of Professional Practice (OPP) of Kroll (formerly Duff & Phelps), with over 25 years of experience. Gary Roland, CPA, CFA, CEIV | Kroll, LLC Gary Roland joined Duff & Phelps (rebranded as Kroll) in 2005.

Business Valuation 59

Business Valuation Accounting Firms Technology Marketability 59

Harvard Corporate Governance

APRIL 24, 2023

Related research from the Program on Corporate Governance includes Politics and gender in the executive suite (discussed on the Forum here ) by Alma Cohen, Moshe Hazan, and David Weiss; Will Nasdaq’s Diversity Rules Harm Investors?

165

165

Business Wire M&A

MARCH 1, 2023

--(BUSINESS WIRE)-- #assetmanagement--Davidson Investment Advisors, Inc. Davidson Investment Advisors) announced today that it has completed its acquisition of Richmond, Virginia-based Caprin Asset Management, LLC (Caprin). With the close of the acquisition, Davidson Investment Advisors’ assets under administration exceeds

40

40

Law 360 M&A

MAY 5, 2023

and its executives practiced "systemic racism" by choosing to enter billion-dollar deals with white-owned companies over accepting multiple bids from a Black-owned private equity firm, Legacy Equity Advisors LLC alleged in a Texas federal court complaint.

Equity 40

Equity Private Equity Firm 40

Business Wire M&A

FEBRUARY 23, 2023

CHICAGO--(BUSINESS WIRE)--Monroe Capital LLC (“Monroe”), a premier boutique asset management firm specializing in private credit markets across various strategies, today announced it has entered into a definitive agreement to acquire Horizon Technology Finance Management LLC, (“Horizon”) (the “Acquisition” or “Transaction”).

Finance 40

Finance Technology Marketability 40

Business Wire M&A

FEBRUARY 16, 2023

Nasdaq: FRHC), a diversified multi-national financial services firm, announced today that it has reached a definitive agreement to acquire Maxim Group LLC and its registered investment advisory affiliate Maxim Financial Advisors LLC (together “Maxim Group”), for a combination of cash and common stock.

Banking 40

Banking 40

Benzinga

AUGUST 29, 2022

Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic Wealth") is excited to announce that Dental Wealth Advisors, LLC ("Dental Wealth Advisors") of Bellevue, WA will join Buckingham. Louis, MO, Aug. 29, 2022 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE.

40

40

Business Wire M&A

MARCH 7, 2023

BUSINESS WIRE)--Apella Capital, LLC, DBA Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, today announced Clarity Wealth Management (“Clarity”), a registered investment advisor (“RIA”), has joined the firm. GLASTONBURY, Conn.--(BUSINESS

40

40

Business Wire M&A

JANUARY 23, 2023

NEW YORK--(BUSINESS WIRE)--Aleutian Capital Group (“Aleutian”) is pleased to announce the successful acquisition of Rayne Staffing, LLC (“Rayne”) by Critical Energy Infrastructure Services, LLC (“CEIS”), a new platform company of private investment firm White Wolf Capital Group, Inc. White Wolf”).

Marketability 40

Marketability 40

Benzinga

JULY 25, 2023

SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial" or "LPL") today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P. Crown supports approximately 260 financial advisors, who serve approximately $6.5

40

40

Benzinga

APRIL 4, 2023

Ray has more than 20 years of experience in mergers and acquisitions and corporate development leadership roles at financial firms such as Envestnet, TD Ameritrade, TIAA and Bank of America Merrill Lynch. World acquired 35-year-old financial advisory firm Pensionmark in March 2022. Full story available on Benzinga.com

Banking 40

Banking Equity Technology 40

Benzinga

APRIL 1, 2024

The definitive merger agreement includes a 33-day "go-shop" period that will expire at 11:59 PM ET on May 4, 2024, which permits AdTheorent and its financial advisor to actively solicit and consider alternative acquisition proposals. The transaction is not subject to a financing condition.

Private Equity Firm 40

Private Equity Firm Debt Financing Finance Equity 40

A Neumann & Associates

MARCH 9, 2023

The second key step is to choose the right transaction advisor. Working with a business broker, or mergers and acquisitions advisor will help you navigate the sale process. A qualified broker or advisor will help you with all the critical steps to achieve your goals. However, there are two challenges with this approach.

Business Valuation 85

Business Valuation Marketability Banking Finance 85

Benzinga

JULY 10, 2023

Newton, Massachusetts, and Traverse City, Michigan, July 10, 2023 (GLOBE NEWSWIRE) -- Adviser Investments, LLC ("Adviser") , an independent wealth advisor providing customized financial planning solutions to clients nationwide, announced today that it has acquired LeJeune Puetz Investment Counsel, LLC ("LeJeune Puetz").

Compliance 40

Compliance Marketability 40

Business Wire M&A

JUNE 1, 2023

--(BUSINESS WIRE)--Marsh McLennan Agency, a subsidiary of Marsh, today announced the acquisition of SOLV Risk Solutions, LLC, a leading independent agency based in Austin, Texas. Founded in 2016, SOLV provides risk management advisory services to businesses, family offices, and private equity firms across the country.

Private Equity Firm 52

Private Equity Firm Equity 52

Benzinga

APRIL 21, 2023

SANTA BARBARA, CA, April 21, 2023 (GLOBE NEWSWIRE) -- Financial advisory firm Pensionmark, a World Insurance Associates LLC company, announced today that it has acquired Xponential Growth Solutions (XGS) located in San Diego, CA. XGS is an industry leader in education for plan sponsors and their employees.

40

40

Law 360 M&A

OCTOBER 13, 2022

Activist investment firm Macellum Advisors GP LLC, which owns a nearly 5% stake in Kohl's, issued an open letter to fellow shareholders Thursday calling for an immediate shake-up of the board amid slumping sales and one of the most challenging years in company history.

40

40

Benzinga

JULY 25, 2023

San Francisco, California, USA, July 25, 2023 (GLOBE NEWSWIRE) -- US Capital Global has supported Red Coast Industries Limited, a UK-based industrial investment firm, as debt advisor in its multi-million-pound acquisition of Premier Sealant. We greatly appreciate US Capital Global assisting us as our debt advisor for our.

Corporate Finance 40

Corporate Finance Finance 40

ThomsonReuters

FEBRUARY 24, 2023

This is due, in part, to a growing number of private equity firms entering the accounting market. As Allan D. Koltin, CEO of Koltin Consulting Group, explained, private equity firms perceive accounting firms as being low risk, high reward. How does integrated technology make firms attractive to buyers or venture capital?

Accounting Firms 59

Accounting Firms Private Equity Firm Technology Equity 59

A Neumann & Associates

NOVEMBER 2, 2023

As Achim Neumann, President of A Neumann & Associates, LLC. A qualified M&A advisor should be able to lay everything out for the owner (positives and negatives) and have all of their questions answered. Good communication and dialogue throughout the various steps is critical to success.

Banking 95

Banking Finance Marketability 95

Harvard Corporate Governance

JUNE 2, 2023

Fich (Drexel University), Jarrad Harford (University of Washington), and Anh L.

Equity 217

Equity 217

A Neumann & Associates

OCTOBER 6, 2022

Many sellers focus on only the second objective, maximizing proceeds, and as a result we sometimes experience prospective clients questioning the value of an M&A advisor. Let’s take a look at how M&A advisors help owners achieve both objectives. M&A advisors guide sellers through all the steps of the process.

Banking 52

Banking Price to Earnings Business Valuation Marketability 52

Benzinga

FEBRUARY 1, 2023

01, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL") today announced the closing of its acquisition of the Private Client Group business of Boenning & Scattergood, a broker/dealer and registered investment adviser (RIA) headquartered in West Conshohocken, Pa. SAN DIEGO, Feb. chairman and CEO of Boenning & Scattergood. "LPL's

Technology 40

Technology 40

Benchmark Report

JULY 20, 2022

Benchmark International is pleased to announce the successful transaction between South Florida Shopworks, Inc and Fullsteam, LLC. Fullsteam, LLC, backed by Aquiline Capital Partners, is a payment technology and software company intended to serve various industries. South Florida Shopworks, Inc. ABOUT BENCHMARK INTERNATIONAL.

Technology 52

Technology Banking 52

Sun Acquisitions

APRIL 4, 2023

to Approvis Partners, LLC. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations. About Sun Acquisitions : Sun Acquisitions is a Chicago-based mergers and acquisitions firm. Custom Cylinders, Inc.

Marketability 52

Marketability 52

Appraiser Newsroom

APRIL 24, 2024

In July 2000, I started Burkert Valuation Advisors, LLC in Philadelphia where I ran a “traditional” valuation practice for 10 years. Laurie-Leigh White | BVA Group Laurie-Leigh White is a Partner with BVA Group and serves as the head of the firm’s Houston office.

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

A Neumann & Associates

DECEMBER 7, 2023

The result is in more investigation and due diligence by the buyer and its advisors, often increasing the overall transaction costs for both buyers and sellers.

Business Valuation 95

Business Valuation Banking Finance Equity 95

Benzinga

DECEMBER 5, 2022

05, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team at Financial House has joined LPL Financial's broker-dealer, RIA and custodial platforms. As the practice evolves, the team recognized the benefits of partnering with a leading, independent wealth management firm. CHARLOTTE, N.C.,

40

40

A Neumann & Associates

JANUARY 8, 2024

It is critical for all business owners to embrace new resources and new technologies to improve systems within the firm. As Achim Neumann , President of A Neumann & Associates, LLC. Information is power – know your numbers and you will understand the financial heartbeat of your firm.

Marketability 74

Marketability Technology 74

Benzinga

NOVEMBER 14, 2022

Some of the Avantax firm acquisitions include the wealth management business of the following: West Coast: Carey & Hanna Tax & Wealth Planners in California. Northeast: Headquarters Advisory Group, LLC in New Jersey; and Warner Finance in Pennsylvania. Texas: Strait Financial, LLC in Texas.

Finance 40

Finance 40

Benzinga

OCTOBER 13, 2022

Western Technology Investment ( www.westerntech.com ) is a Portola Valley, CA-based investment firm with a 40-year track record focused on providing senior secured financing to early-stage and emerging stage life sciences and technology companies. Full story available on Benzinga.com.

Technology 40

Technology Marketability EBITDA Finance 40

Benzinga

FEBRUARY 13, 2023

13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Legacy Financial Group has joined LPL Financial's broker-dealer and RIA. The Legacy team reported having served approximately $225 million in advisory, brokerage and retirement plan assets*, and joins LPL from Voya Financial Advisors. CHARLOTTE, N.C.,

Marketability 40

Marketability 40

Benzinga

MARCH 21, 2023

GMI") to Gray Matters Data Corporation ("GMDC"), whose lead investor is venture capital firm StealthPoint, LLC ("StealthPoint"). WaveDancer also announced that it will work with its advisor, B. FAIRFAX, Va., March 21, 2023 (GLOBE NEWSWIRE) -- WaveDancer, Inc., Full story available on Benzinga.com

Start-ups 40

Start-ups 40

Benzinga

MAY 26, 2023

Fort Lauderdale, May 26, 2023 (GLOBE NEWSWIRE) -- Cross Keys Capital, LLC ("Cross Keys"), a leading independent investment banking firm providing M&A advisory services to physician group practices, healthcare services companies, and healthcare IT companies, is pleased to announce it acted as the exclusive financial advisor to The Aesthetic (..)

Banking 40

Banking 40

Benzinga

MAY 23, 2022

The transaction team included Bill Britton, Co-Founder and Managing Director, Jeanne Proia, Senior Advisor, and Patrick Foley, Associate. NASDAQ: SLHG , TSXV: SLHG ). NeighborMD is a primary care and Medicare Advantage business located in Plantation, Florida, providing primary care services to over 5,000 lives at nine clinic locations.

Banking 40

Banking Technology 40

A Neumann & Associates

MARCH 4, 2024

In addition to an attorney skilled in M&A transactions, a tax advisor, and your CPA, hiring the right business broker to sell your business is a critical decision that warrants proper scrutiny and preparation. Does the firm have a database of buyers to market against, or are they just using websites to post ads?

Start-ups 71

Start-ups Marketability Business Valuation Banking 71

Benzinga

JULY 8, 2022

SAN DIEGO, July 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA ) today announced that the firm has entered into a definitive purchase agreement to acquire the Private Client Group business of Boenning & Scattergood, a broker/dealer and registered investment adviser (RIA) headquartered in West Conshohocken, Pa.

40

40