Terms

Mergers and Acquisitions

Abbreviation
M&A

Mergers and acquisitions refer to the combination of companies or company assets along various types of financial transactions. It includes mergers, acquisitions, tender offers, consolidations, purchase of assets, and management acquisitions. Merger and acquisitions deals prompt generous profits for the investment banking industry, but not all mergers or acquisition deals close.

Entities

Activist Insight
Alliance of M&A Advisors
Appletree Capital
B. Riley Financial
Bain & Company
Boston Consulting Group
CB Insights
Carson Group
Castle Hill Capital Partners
Citrin Cooperman
Complete Intelligence
Corbin Advisors
Cowen Inc.
Crumdale Partners
DC Advisory
Dynamo Software
Dynasty Financial Partners
ENAM
Elevated Returns
Ernst & Young
Federal Financial Analytics
Fortress Investment Group
GIB Capital
Galaxy Digital
Goldman Sachs Personal Financial Management
Height Capital Markets
Janney Montgomery Scott
Jones Day
Jones Lang LaSalle
Karatzas Marine Advisors & Co.
Kirchner Group
Labaton Sucharow
Lincoln International
LionTree
M Partners
MJ Hudson
Makor Group
Markman Advisors
Mitsubishi UFJ
Mizuho Americas
Oppenheimer & Co.
Opportunity Network
Piper Sandler
PitchBook Data
Province
ReD Associates
Rosecliff Acquisition Corp I
Sondhelm Partners
Sprott Capital Partners
Sullivan & Cromwell
TD Securities
The Arora Report
The Edge
The Sharp Financial Group
Trine Acquisition Corp
Van Lanschot Kempen
Westwood Capital
Zelman & Associates

Entity Types

Accounting Firm

People

A. Donahue Baker
Aaron Wright
Adam Dell
Adam Cohen
Adam Mesh
Adam Spilka
Adena Friedman
Adena Hefets
Alan Gula
Alan Snyder
Alan Zafran
Alberto Bacó-Bagué
Alex Chalekian
Alex Höptner
Alex Mashinsky
Anand Sanwal
Andrew Beer
Andrew Dym
Andrew Houghton
Andrew Nevin
Andrew Schneider
Andrew Sorkin
Andrew Yang
Andrés Trujillo Renzi
Angelo Robles
Aniket Ullal
Anne Richards
Anthony Buffa
Anthony Canale
Anthony Foy
Art Bilger
Artem Milinchuk
Aryeh Bourkoff
Atul Varma
Audra Plageman
Barbara Petitt
Barbara Young
Barry Nalebuff
Barry Rosenstein
Barry Silbert
Basil Karatzas
Ben Axler
Ben Chrnelich
Ben Samaroo
Benjamin Reynolds
Bernd Ondruch
Bernie Kent
Bert Dohmen
Bert Schweizer
Bill Erbey
Bill Hortz
Bill Janeway
Bill Kaye
Bill Kohr
Bill Strong
Bill Tai
Bob Collins
Bob Froehlich
Bob Kramich
Bob Kunimura
Bob Savage
Bobby Schwartz
Bobby Zagotta
Bradley Safalow
Brett Hickey
Brian Mahoney
Brian Pallas
Brien Lundin
Bruce Munster
Bruce Stachenfeld
Bruce Zimmerman
Buck Wiley III
Callum Thomas
Carlos Sava
Carol Fabbri
Carter Malloy
Carter Williams
Chance Pipitone
Charles Biderman
Charles Donovan
Charles Mautz
Charles Sherry
Charles Weinstein
Charlie Songhurst
Chris Akbari
Chris Berry
Chris Brady
Chris Cooke
Chris DeMuth Jr
Chris Gimbert
Chris Hohlstein
Chris McHugh
Chris Rossbach
Chris Sullivan
Chris Weafer
Christophe Tanghe
Christopher Jones
Christopher Joye
Christopher Swasbrook
Clare Flynn Levy
Clint Cox
Colin Gillis
Conor Murray
Cooper Abbott
Cormac Leech
Craig Oram
Craig Pfeiffer
Cristina Junqueira
DJ Gribbin
Damion Lupo
Dan Alpert
Dan Barclay
Dan Chung
Dan Ives
Dan Laszlo
Dan Micit
Dan Rasmussen
Dane Chamorro
Daniel Arbess
Daniel D'Aniello
Daniel Earle
Daniël de Blocq van Scheltinga
Dante Disparte
Darren McCammon
Dave Descalzi
David Adelman
David Bennett
David Blumberg
David Collins
David Dunn
David Fergusson
David Hughes
David Hunter
David Martin
David Miller
David Morgan
David Rose
David Scarpello
David Siemer
David Steinbach
David Trainer
Dean McClelland
Deepak Bagla
Degas Wright
Dennis Chen
Dennis Levine
Derek Neldner
Dhruv Maniktala
Dilip Cherian
Divya Narendra
Domenic DiPiero
Donald van Deventer
Duncan Edwards
Ed Chin
Ed Harrison
Ed Nwokedi
Ed Yardeni
Edward Goldberg
Edward Mulé
Egon von Greyerz
Ellen Alemany
Emma Giamartino
Enrique Abeyta
Erez Katz
Eric Malchow
Eric Muschinski
Ertan Enginalev
Farokh Sarmad
Francine McKenna
Francis Suarez
Frank Audia
Frank Holding Jr.
Frank Holmes
Fred Thiel
Friedrich Bieselt
Gabriel Grego
Gary Brode
Gary Norcross
Gary Tenkman
Gaston Kroub
Gene Luciani
Geoff Marcus
Geoffrey Webster
George Chuang
George Gilder
Gerry Schwartz
Gianna Bern
Gino Wickman
Gordon Ritter
Greg Heller
Greg Kidd
Greg Williamson
Gregg Lemkau
Hamid Moghadam
Hank Boughner
Hans Humes
Harry Jaako
Harry O'Mealia
Harvey Hudes
Harvey Sawikin
Hassan Bassiri
Hasty Johnson
Hector Fernandez
Howard Klein
Howard Lindzon
Howard Morgan
Howard Penney
Hrish Lotlikar
Indranil Ghosh
JP Thieriot
Jack O'Holleran
Jack Selby
Jacob Doft
Jalak Jobanputra
James Stafford
Jamie Strauss
Jan Brzeski
Janet Brown
Jason Goepfert
Jay Canell
Jay Clayton
Jay Lichter
Jay Lipman
Jay Rosenzweig
Jay Young
Jeff Berwick
Jeff Brown
Jeff Haas
Jeff Miller
Jeff Smith
Jeffrey Christian
Jeffrey Himelson
Jeffrey Mettel
Jeffrey Solomon
Jens Hilgers
Jeremy Deal
Jeremy LaKosh
Jim Bantis
Jim Berry
Jim Dunn
Jim Lawson
Jim Millstein
Jim Rehlaender
Jim Walker
Joe Cornell
Joe Karas
Joe Lawler
Joe Lonsdale
Joe McMonigle
Joel Litman
Joffre Lefevre
John Akridge
John Bartleman
John Bowman
John Doerr
John Exley
John Hassett
John Jannarone
John Llewellyn
John McEwen
John Morris
John Quinn
John Rutledge
Jon DeSimone
Jon Najarian
Jonathan Sherry
Jono Steinberg
Jose Maria Macedo
Joseph Calandro Jr
Josh Crumb
Josh Targoff
Josh Tilley
Josh Wolfe
Joshua Friedman
Jurgen Muhlhauser
Justin Boisseau
Justin Overdorff
Justin Weinkle
Jérôme Stern
Karen Blumenthal
Karen Brennan
Karen Finerman
Karen Harris
Kari Firestone
Kay Van-Petersen
Keith Rabois
Keith Rosenbloom
Kent Collier
Kerry Pogue
Kevin Cott
Kevin Ulrich
Kieran Goodwin
Kinjal Amin
Kir Kahlon
Kirk Wickman
Kiyan Zandiyeh
Krassen Draganov
Kris Tuttle
Kyle Kazan
Larry Cunningham
Lawrence Calcano
Lawrence Lewitinn
Lee Robinson
Leigh Drogen
Leland Miller
Lex Sokolin
Lindsey Bell
Linley Davidson
Logan Mohtashami
Lou Basenese
Luke Burgis
Lyle LaMothe
MacLane Wilkison
Maj Soueidan
Mance Harmon
Marc Bhargava
Marc Brooks
Marc Mayer
Marc Poirier
Marc Rowan
Marc Schechter
Marcelo Lopez
Marcus Ashworth
Margret Trilli
Marie Dzanis
Marissa Kim
Mark Boyar
Mark Hake
Mark Kohler
Mark Kriss
Mark Pattimore
Mark Podolsky
Mark Smith
Mark Steinberg
Mark Thorndyke
Mark Walsh
Mark Whitmore
Marten den Haring
Martin Armstrong
Martin Friedman
Marty Fridson
Mary Deatherage
Mathias Imbach
Matt Audette
Matt Emmer
Matt Hogan
Matt Milner
Matthew Byer
Matthew Hudson
Maureen Farrell
Max Wolff
Meb Faber
Melissa Corrado-Harrison
Meltem Demirors
Michael Barrington-Hibbert
Michael Becker
Michael Breit
Michael Edwards
Michael Flight
Michael Germano
Michael Gettings
Michael Glennon
Michael Hajek III
Michael Herzog
Michael Kramer
Michael Parekh
Michael Petley
Michael Purves
Michael Raynor
Michael Sonnenfeldt
Michael Tiedemann
Michael Watkins
Michael Weinstock
Michelle Johnston
Mick McGuire
Mihir Desai
Mike DiBiase
Mike Lafitte
Mike Milken
Mish Shedlock
Moss Crosby
Neal Wilson
Neeraj Gutgutia
Neil George
Neil Purslow
Nelson Chu
Niall Boland
Nicholas Callais
Nick Arnott
Nicolas Namias
Nikesh Desai
Nizar Tarhuni
Olivier Garret
Oscar Vollmer
Patrick Hurley
Paul Brody
Paul Hodges
Paul Satchell
Paul Veradittakit
Pauline Brown
Peter Bristow
Peter Cecchini
Peter Churchouse
Peter Diamandis
Peter Gleysteen
Phil Town
Philip Kessler
Pietro Ventani
Pippa Malmgren
Pradeep Pattem
Prateek Mehrotra
R.P. Eddy
Raghav Kapoor
Ralph Kruger
Randy Hill
Ray Merriman
Rebecca Corbin
Rene Reinsberg
Rich Abrams
Rich Apostolik
Richard Bloxam
Richard Couch
Richard Hough
Rick Rule
Rob Barr
Rob Brown
Rob Claassen
Rob Frasca
Rob Mooney
Rob Topping
Robert Breedlove
Robert Grunewald
Robert Salomon
Robert Sharratt
Roger Mitchell
Roger Montgomery
Roham Gharegozlou
Roman Regelman
Romeen Sheth
Ron Hughes
Ron Thiessen
Roy Niederhoffer
Russ Dallen
Russell Jones
Russell Napier
Russell Valdez
Ryan Caldbeck
Ryan Dezember
Ryan Ripp
Sabrina Cassagnol
Sahm Adrangi
Sam Subramanian
Sandro Näf
Sang Lee
Saurin Mehta
Scott Bibaud
Scott Moeller
Scott Nammacher
Scott Paer
Scott Robertson
Scott Twibell
Scott White
Scott Wieler
Scott Wilson
Scott Wood
Sean Brown
Serge Krancenblum
Shaan Puri
Shah Gilani
Shane Oliver
Sharon Marcil
Shayne Laidlaw
Shundrawn Thomas
Simon Dixon
Slobodan Jovanovic
Stefan Heck
Stefan Spears
Stephane De Baets
Stephanie Ferris
Stephen Dowd
Stephen Freidheim
Stephen Leeb
Stephen Paras
Stephen Streater
Steve Bannon
Steve Butler
Steve Clapham
Steve Foerster
Steven Fischler
Steven Lord
Steven Tananbaum
Stewart Mather
Stuart Veale
Sunil Singhania
Symon He
Taso Arima
Tegan Kline
Terrell Gates
Thomas Hutson-Wiley
Tim Draper
Tim Nolan
Tina Hay
Tingting Zhang
Tobias Carlisle
Todd Battaglia
Todd Erickson
Tom Derry
Tom Florence
Tom Gentile
Tom Jacobs
Tom Lee
Tom Olinger
Tom Price
Tom Wheelwright
Tony Chedraoui
Tony Nash
Tony Pelz
Tony Saliba
Torsten Hollstein
Trace Mayer
Travis Kling
Ty Popplewell
Udayan Mitra
Urban Carmel
Vance Spencer
Vatsal Bhardwaj
Wai-Kwong Seck
Walker Deibel
Walter De Brouwer
Warren Irwin
Warren Lichtenstein
Wences Casares
Wendy Battleson
Will Strong
Will Thomson
William Cohan
William Maxwell
Woody Bradford
Yu-kai Chou
Yuval Rooz
Zach Scheidt

Publications

Applied Value Investing
Intelligent M&A
Investing in Junk Bonds
Surviving M&A
The Wisdom of Finance
Where the Money Is
Why Deals Fail

A. Donahue Baker

Aaron Wright

Adam Dell

Adam Cohen

Adam Mesh

Adam Spilka

Adena Friedman

Adena Hefets

Alan Gula

Alan Snyder

Alan Zafran

Alberto Bacó-Bagué

Alex Chalekian

Alex Höptner

Alex Mashinsky

Anand Sanwal

Andrew Beer

Andrew Dym

Andrew Houghton

Andrew Nevin

Andrew Schneider

Andrew Sorkin

Andrew Yang

Andrés Trujillo Renzi

Angelo Robles

Aniket Ullal

Anne Richards

Anthony Buffa

Anthony Canale

Anthony Foy

Art Bilger

Artem Milinchuk

Aryeh Bourkoff

Atul Varma

Audra Plageman

Barbara Petitt

Barbara Young

Barry Nalebuff

Barry Rosenstein

Barry Silbert

Basil Karatzas

Ben Axler

Ben Chrnelich

Ben Samaroo

Benjamin Reynolds

Bernd Ondruch

Bernie Kent

Bert Dohmen

Bert Schweizer

Bill Erbey

Bill Hortz

Bill Janeway

Bill Kaye

Bill Kohr

Bill Strong

Bill Tai

Bob Collins

Bob Froehlich

Bob Kramich

Bob Kunimura

Bob Savage

Bobby Schwartz

Bobby Zagotta

Bradley Safalow

Brett Hickey

Brian Mahoney

Brian Pallas

Brien Lundin

Bruce Munster

Bruce Stachenfeld

Bruce Zimmerman

Buck Wiley III

Callum Thomas

Carlos Sava

Carol Fabbri

Carter Malloy

Carter Williams

Chance Pipitone

Charles Biderman

Charles Donovan

Charles Mautz

Charles Sherry

Charles Weinstein

Charlie Songhurst

Chris Akbari

Chris Berry

Chris Brady

Chris Cooke

Chris DeMuth Jr

Chris Gimbert

Chris Hohlstein

Chris McHugh

Chris Rossbach

Chris Sullivan

Chris Weafer

Christophe Tanghe

Christopher Jones

Christopher Joye

Christopher Swasbrook

Clare Flynn Levy

Clint Cox

Colin Gillis

Conor Murray

Cooper Abbott

Cormac Leech

Craig Oram

Craig Pfeiffer

Cristina Junqueira

DJ Gribbin

Damion Lupo

Dan Alpert

Dan Barclay

Dan Chung

Dan Ives

Dan Laszlo

Dan Micit

Dan Rasmussen

Dane Chamorro

Daniel Arbess

Daniel D'Aniello

Daniel Earle

Daniël de Blocq van Scheltinga

Dante Disparte

Darren McCammon

Dave Descalzi

David Adelman

David Bennett

David Blumberg

David Collins

David Dunn

David Fergusson

David Hughes

David Hunter

David Martin

David Miller

David Morgan

David Rose

David Scarpello

David Siemer

David Steinbach

David Trainer

Dean McClelland

Deepak Bagla

Degas Wright

Dennis Chen

Dennis Levine

Derek Neldner

Dhruv Maniktala

Dilip Cherian

Divya Narendra

Domenic DiPiero

Donald van Deventer

Duncan Edwards

Ed Chin

Ed Harrison

Ed Nwokedi

Ed Yardeni

Edward Goldberg

Edward Mulé

Egon von Greyerz

Ellen Alemany

Emma Giamartino

Enrique Abeyta

Erez Katz

Eric Malchow

Eric Muschinski

Ertan Enginalev

Farokh Sarmad

Francine McKenna

Francis Suarez

Frank Audia

Frank Holding Jr.

Frank Holmes

Fred Thiel

Friedrich Bieselt

Gabriel Grego

Gary Brode

Gary Norcross

Gary Tenkman

Gaston Kroub

Gene Luciani

Geoff Marcus

Geoffrey Webster

George Chuang

George Gilder

Gerry Schwartz

Gianna Bern

Gino Wickman

Gordon Ritter

Greg Heller

Greg Kidd

Greg Williamson

Gregg Lemkau

Hamid Moghadam

Hank Boughner

Hans Humes

Harry Jaako

Harry O'Mealia

Harvey Hudes

Harvey Sawikin

Hassan Bassiri

Hasty Johnson

Hector Fernandez

Howard Klein

Howard Lindzon

Howard Morgan

Howard Penney

Hrish Lotlikar

Indranil Ghosh

JP Thieriot

Jack O'Holleran

Jack Selby

Jacob Doft

Jalak Jobanputra

James Stafford

Jamie Strauss

Jan Brzeski

Janet Brown

Jason Goepfert

Jay Canell

Jay Clayton

Jay Lichter

Jay Lipman

Jay Rosenzweig

Jay Young

Jeff Berwick

Jeff Brown

Jeff Haas

Jeff Miller

Jeff Smith

Jeffrey Christian

Jeffrey Himelson

Jeffrey Mettel

Jeffrey Solomon

Jens Hilgers

Jeremy Deal

Jeremy LaKosh

Jim Bantis

Jim Berry

Jim Dunn

Jim Lawson

Jim Millstein

Jim Rehlaender

Jim Walker

Joe Cornell

Joe Karas

Joe Lawler

Joe Lonsdale

Joe McMonigle

Joel Litman

Joffre Lefevre

John Akridge

John Bartleman

John Bowman

John Doerr

John Exley

John Hassett

John Jannarone

John Llewellyn

John McEwen

John Morris

John Quinn

John Rutledge

Jon DeSimone

Jon Najarian

Jonathan Sherry

Jono Steinberg

Jose Maria Macedo

Joseph Calandro Jr

Josh Crumb

Josh Targoff

Josh Tilley

Josh Wolfe

Joshua Friedman

Jurgen Muhlhauser

Justin Boisseau

Justin Overdorff

Justin Weinkle

Jérôme Stern

Karen Blumenthal

Karen Brennan

Karen Finerman

Karen Harris

Kari Firestone

Kay Van-Petersen

Keith Rabois

Keith Rosenbloom

Kent Collier

Kerry Pogue

Kevin Cott

Kevin Ulrich

Kieran Goodwin

Kinjal Amin

Kir Kahlon

Kirk Wickman

Kiyan Zandiyeh

Krassen Draganov

Kris Tuttle

Kyle Kazan

Larry Cunningham

Lawrence Calcano

Lawrence Lewitinn

Lee Robinson

Leigh Drogen

Leland Miller

Lex Sokolin

Lindsey Bell

Linley Davidson

Logan Mohtashami

Lou Basenese

Luke Burgis

Lyle LaMothe

MacLane Wilkison

Maj Soueidan

Mance Harmon

Marc Bhargava

Marc Brooks

Marc Mayer

Marc Poirier

Marc Rowan

Marc Schechter

Marcelo Lopez

Marcus Ashworth

Margret Trilli

Marie Dzanis

Marissa Kim

Mark Boyar

Mark Hake

Mark Kohler

Mark Kriss

Mark Pattimore

Mark Podolsky

Mark Smith

Mark Steinberg

Mark Thorndyke

Mark Walsh

Mark Whitmore

Marten den Haring

Martin Armstrong

Martin Friedman

Marty Fridson

Mary Deatherage

Mathias Imbach

Matt Audette

Matt Emmer

Matt Hogan

Matt Milner

Matthew Byer

Matthew Hudson

Maureen Farrell

Max Wolff

Meb Faber

Melissa Corrado-Harrison

Meltem Demirors

Michael Barrington-Hibbert

Michael Becker

Michael Breit

Michael Edwards

Michael Flight

Michael Germano

Michael Gettings

Michael Glennon

Michael Hajek III

Michael Herzog

Michael Kramer

Michael Parekh

Michael Petley

Michael Purves

Michael Raynor

Michael Sonnenfeldt

Michael Tiedemann

Michael Watkins

Michael Weinstock

Michelle Johnston

Mick McGuire

Mihir Desai

Mike DiBiase

Mike Lafitte

Mike Milken

Mish Shedlock

Moss Crosby

Neal Wilson

Neeraj Gutgutia

Neil George

Neil Purslow

Nelson Chu

Niall Boland

Nicholas Callais

Nick Arnott

Nicolas Namias

Nikesh Desai

Nizar Tarhuni

Olivier Garret

Oscar Vollmer

Patrick Hurley

Paul Brody

Paul Hodges

Paul Satchell

Paul Veradittakit

Pauline Brown

Peter Bristow

Peter Cecchini

Peter Churchouse

Peter Diamandis

Peter Gleysteen

Phil Town

Philip Kessler

Pietro Ventani

Pippa Malmgren

Pradeep Pattem

Prateek Mehrotra

R.P. Eddy

Raghav Kapoor

Ralph Kruger

Randy Hill

Ray Merriman

Rebecca Corbin

Rene Reinsberg

Rich Abrams

Rich Apostolik

Richard Bloxam

Richard Couch

Richard Hough

Rick Rule

Rob Barr

Rob Brown

Rob Claassen

Rob Frasca

Rob Mooney

Rob Topping

Robert Breedlove

Robert Grunewald

Robert Salomon

Robert Sharratt

Roger Mitchell

Roger Montgomery

Roham Gharegozlou

Roman Regelman

Romeen Sheth

Ron Hughes

Ron Thiessen

Roy Niederhoffer

Russ Dallen

Russell Jones

Russell Napier

Russell Valdez

Ryan Caldbeck

Ryan Dezember

Ryan Ripp

Sabrina Cassagnol

Sahm Adrangi

Sam Subramanian

Sandro Näf

Sang Lee

Saurin Mehta

Scott Bibaud

Scott Moeller

Scott Nammacher

Scott Paer

Scott Robertson

Scott Twibell

Scott White

Scott Wieler

Scott Wilson

Scott Wood

Sean Brown

Serge Krancenblum

Shaan Puri

Shah Gilani

Shane Oliver

Sharon Marcil

Shayne Laidlaw

Shundrawn Thomas

Simon Dixon

Slobodan Jovanovic

Stefan Heck

Stefan Spears

Stephane De Baets

Stephanie Ferris

Stephen Dowd

Stephen Freidheim

Stephen Leeb

Stephen Paras

Stephen Streater

Steve Bannon

Steve Butler

Steve Clapham

Steve Foerster

Steven Fischler

Steven Lord

Steven Tananbaum

Stewart Mather

Stuart Veale

Sunil Singhania

Symon He

Taso Arima

Tegan Kline

Terrell Gates

Thomas Hutson-Wiley

Tim Draper

Tim Nolan

Tina Hay

Tingting Zhang

Tobias Carlisle

Todd Battaglia

Todd Erickson

Tom Derry

Tom Florence

Tom Gentile

Tom Jacobs

Tom Lee

Tom Olinger

Tom Price

Tom Wheelwright

Tony Chedraoui

Tony Nash

Tony Pelz

Tony Saliba

Torsten Hollstein

Trace Mayer

Travis Kling

Ty Popplewell

Udayan Mitra

Urban Carmel

Vance Spencer

Vatsal Bhardwaj

Wai-Kwong Seck

Walker Deibel

Walter De Brouwer

Warren Irwin

Warren Lichtenstein

Wences Casares

Wendy Battleson

Will Strong

Will Thomson

William Cohan

William Maxwell

Woody Bradford

Yu-kai Chou

Yuval Rooz

Zach Scheidt