Tools commonly used in the Mergers & Acquisitions industry for day-to-day tasks and operations.

• Financial modeling software
• Due diligence checklists
• Valuation methods (e.g. discounted cash flow analysis, comparable company analysis)
• Confidentiality agreements
• Letter of intent templates
• Data room management software
• Negotiation tactics and strategies
• Integration planning tools
• Risk assessment frameworks
• Regulatory compliance checklists

Common products and services typical of NAICS Code 523940-13, illustrating the main business activities and contributions to the market.

• Cross-border mergers
• Leveraged buyouts
• Asset purchases
• Joint ventures
• Spin-offs
• Divestitures
• Merger of equals
• Hostile takeovers
• Private equity transactions
• Strategic alliances

The specific certifications, permits, licenses, and regulatory compliance requirements within the United States for this industry.

• Series 79: This certification is required for individuals who engage in investment banking activities, including mergers and acquisitions. It is administered by the Financial Industry Regulatory Authority (FINRA) and covers topics such as financial statement analysis, valuation, and regulatory compliance.
• Certified Mergers & Acquisitions Professional (CMAP): This certification is offered by the Alliance of Merger & Acquisition Advisors (AM&AA) and is designed for professionals who advise on mergers and acquisitions. It covers topics such as deal structuring, due diligence, and post-merger integration.
• Certified Business Intermediary (CBI): This certification is offered by the International Business Brokers Association (IBBA) and is designed for professionals who facilitate the sale of businesses. It covers topics such as valuation, marketing, and negotiation.
• Chartered Financial Analyst (CFA): This certification is offered by the CFA Institute and is designed for professionals who work in investment management. While it is not specific to mergers and acquisitions, it covers topics such as financial analysis, portfolio management, and ethics.
• Certified Public Accountant (CPA): This certification is offered by state boards of accountancy and is required for individuals who provide accounting services to the public. While it is not specific to mergers and acquisitions, it covers topics such as financial reporting, taxation, and auditing.

A concise historical narrative of NAICS Code 523940-13 covering global milestones and recent developments within the United States.

• The Mergers & Acquisitions industry has a long history dating back to the 19th century when the first wave of mergers and acquisitions took place in the United States. During this time, companies began to consolidate to gain market share and reduce competition. The industry continued to grow throughout the 20th century, with notable mergers such as the merger between Exxon and Mobil in 1999, which created the largest company in the world at the time. In recent years, the industry has seen a surge in activity due to the availability of cheap financing and the rise of private equity firms. Notable mergers and acquisitions in the United States include the acquisition of Time Warner by AT&T in 2018 and the merger between Dow Chemical and DuPont in 2017.

The anticipated future trajectory of the NAICS 523940-13 industry in the USA, offering insights into potential trends, innovations, and challenges expected to shape its landscape.

• Growth Prediction: Stable

  The Mergers & Acquisitions industry in the USA is expected to continue its growth trajectory in the coming years. The industry is expected to benefit from the increasing number of companies seeking to expand their operations through mergers and acquisitions. Additionally, the industry is expected to benefit from the growing demand for cross-border mergers and acquisitions, as companies seek to expand their global footprint. However, the industry is also expected to face challenges, such as increased regulatory scrutiny and geopolitical risks. Overall, the industry is expected to continue to grow, albeit at a slower pace than in previous years.

Recent groundbreaking advancements and milestones in the Mergers & Acquisitions industry, reflecting notable innovations that have reshaped its landscape.

• Goldman Sachs' Acquisition Of United Capital: In 2019, Goldman Sachs acquired United Capital, a wealth management firm, for $750 million. This acquisition is expected to help Goldman Sachs expand its wealth management business and provide a broader range of services to its clients.
• Morgan Stanley's Acquisition Of E*TRADE: In 2020, Morgan Stanley acquired E*TRADE, an online brokerage firm, for $13 billion. This acquisition is expected to help Morgan Stanley expand its retail brokerage business and provide a broader range of services to its clients.
• Blackstone's Acquisition Of Colony Capital: In 2020, Blackstone acquired Colony Capital, a real estate investment trust, for $5.9 billion. This acquisition is expected to help Blackstone expand its real estate business and provide a broader range of services to its clients.
• Jpmorgan Chase's Acquisition Of Instamed: In 2019, JPMorgan Chase acquired InstaMed, a healthcare payments technology company, for $500 million. This acquisition is expected to help JPMorgan Chase expand its healthcare payments business and provide a broader range of services to its clients.
• Kkr's Acquisition Of Global Atlantic Financial Group: In 2020, KKR acquired Global Atlantic Financial Group, an annuity and life insurance company, for $4.4 billion. This acquisition is expected to help KKR expand its insurance business and provide a broader range of services to its clients.