Concentration Mergers and Acquisitions (M&A) Prioritization 
E78 Partners
JUNE 17, 2025
Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. Successful firms prioritize the right synergies from Day One. What Are Synergies in M&A? A well-known example of financial synergy is the merger between Exxon and Mobil in 1999.
Barry Ritholtz
MARCH 4, 2025
Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Previously she was co-head of the bank’s Innovation Economy Group. It’s a pleasure to be here.
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CFO News Room
NOVEMBER 5, 2022
Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.
The Big Picture
JULY 8, 2025
She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. I, I’m so glad I finally got, got you here.
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