Finance Updates – Page 27 – Finance Updates

How Place-Based Investment & Clean Energy Power Economic Turnaround in Fossil Fuel Regions

Americas Policy Mining, Quarrying, and Oil and Gas Extraction

Carbon-specialized regions have seen steep fo...

Place-based federal investments like EDAs Bui...

Even with some post-2021 fossil employment re...

Success hinges on sustained, large-scale fund...

Regulatory Approval Clears Way: Huntington-Cadence $7.4B Merger to Close Feb 1, 2026

Americas M&A Retail Banking

Cadence Bank and Huntington Bancshares have r...

The $7.4B all-stock deal offers 2.475 Hunting...

The combined bank will operate in 21 states w...

Huntington says it does not plan branch closu...

Huntington’s Cadence Acquisition: A Strategic Leap Into Southern Banking Markets

Americas M&A Commercial Banking

Huntington Bancshares’ $7.4B all-stock acquis...

The merger would create a ~$276B-asset bank w...

Management projects ~10% EPS accretion, mild ...

The OCC’s 56-day approval highlights faster b...

Elon-Queens Merger Set for 2026: What It Means for Charlotte’s Higher Education

Americas M&A Healthcare

Elon University and Queens University of Char...

The merger is contingent on SACSCOC and U.S. ...

Until approvals, the schools remain separate ...

The deal aims to expand scale and student opp...

Heritage Financial Secures Approval for ~$176.6M All-Stock Olympic Bancorp Deal, Targeting 18% EPS Gain

Americas M&A Commercial Banking

Heritage Financial has secured all regulatory...

The $176.6 million all-stock deal uses a fixe...

The merger adds 17 branches and about $1.7B i...

Heritage also strengthens its low-cost deposi...

Huntington’s $7.4B Cadence Deal: $276B Bank, Southern Growth & Trade-Offs

Americas M&A Commercial Banking

Huntington Bancshares has received all requir...

Cadence shareholders will receive 2.475 Hunti...

The combined bank is expected to have about $...

Management expects roughly 10% EPS accretion ...

Icon Identity & MC Group Merger: PE-Backed Brand Implementation Firm Expands

Americas M&A Outsourcing

Icon Identity Solutions (Merit Capital Partne...

The combination broadened offerings by pairin...

Duff & Phelps (Kroll) advised Icon as exclusi...

Operations will be centered in Mentor, Ohio w...

2025 Surge in Tech Advisor M&A: PE-Backed Deals Lead in CX, AI & Cloud

Americas M&A Management Consulting

Tech advisor M&A is rebounding in 2025 after ...

Upstack continues as the most active consolid...

Bluewave is expanding both geography and capa...

Easing interest rates and ample private credi...

How Waverly, Moneta & Private Advisor are Redefining RIA M&A: Growth, Culture & Ownership

Americas M&A Asset Management

Waverly, Moneta, and Private Advisor Group ea...

Waverly bought Ohio-based Brass Tax ($465M AU...

Moneta merged with New Jersey’s Lane Hipple (...

Private Advisor Group merged Michigan’s Freed...

RIA M&A Deals Surge in 2025: Trends Driving Record Deal Volume & What’s Ahead

Americas M&A Asset Management

RIA M&A hit a new high in 2025 (~273 deals by...

Succession needs from aging owners and scale-...

Private equity-backed platforms dominate buye...

Recession, market volatility, inflation/stick...