Industry News – Page 2 – Paddock Capital Markets

The RIA Dilemma: Lots of Houses, Fewer Homes

The Registered Investment Advisor (RIA) market has entered a new era. Fueled by consolidation and a surge in M&A activity, this once fiercely independent sector is now seeing deals that were unimaginable just five years ago. With some firms inching toward the $1 trillion AUM mark, the...

What is a CIM? A Comprehensive Guide to Confidential Information Memorandums

In the next article of our new series, 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence, we answer the question what exactly is a CIM and why do you need one? Mergers and acquisitions are complex, even under the best circumstances. Business owners and advisory team...

Building the Financial Model: The Blueprint Behind Valuation and Buyer Confidence

From the series 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence In the sell-side M&A process, a financial model does more than just crunch numbers—it sets the tone for valuation, buyer interest, and deal credibility. When built correctly, it communicates the...

Laying the Groundwork: Information Gathering & Communication Calendar in the Sell-Side M&A Process

In the first article of our new series, 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence, we explore how early-stage preparation through information gathering and a communication calendar sets the tone for the entire deal. Early-stage preparation is critical in the...

Driving Innovation and Growth: What 2025 Holds for M&A and Financial Services

We have recently came across a thought-provoking article by Liz Claydon, Global Head of Deal Advisory, and Javier Rodriguez, Global Head of Strategy at KPMG International titled, “M&A Outlook 2025: Picking up Momentum.” Their insights into the “upward trajectory” of M&A...

Elevating Fund Administration Valuation through Applied AI: A Vision for the Future

By Kumar Ujjwal In the rapidly evolving landscape of fund administration, the integration of applied artificial intelligence (Applied AI) is not just a trend but a transformative force that can elevate service providers to the status of tech companies. Traditionally, Fund Administrators have scaled...

Paddock Ventures Participates in DwellFi’s $3 Million Funding Round

We are thrilled to announce Paddock Venture’s continued support for DwellFi by participating in their latest $3 million funding round. We couldn’t be more proud to support their vision of revolutionizing the financial services landscape with AI, blockchain, and tokenization technologies. About...

TCA Capital Appoints Jack Smith as Investment Director

Jack joins TCA with substantial M&A experience, specialising in both the technology and financial services sectors. In his new role, Jack will help lead TCA’s strategic partnership with Paddock Capital Markets. St Helier, Jersey – TCA Capital (“TCA”), a leading independent advisory...

Gen II Fund Services Transforms Its Global Service Capabilities with Successful Acquisition of Crestbridge

Gen II Finalizes Acquisition, Expanding Its Private Capital Servicing Capabilities in Key European Jurisdictions. Assets Under Administration Now More Than $1 Trillion NEW YORK, NEW YORK AND ST. HELIER, JERSEY, April 16, 2024 — Gen II Fund Services (“Gen II”), a leading independent private...

Paddock Capital Markets and TCA Capital Announce Strategic Partnership to Expand Global Reach

April 2024 NEW YORK, USA & ST HELIER, JERSEY – Paddock Capital Markets LLC (Paddock), a leading independent investment bank, is excited to announce a strategic partnership with TCA Capital (TCA), an expert in M&A advice and digital strategy for high growth tech companies and financial...