TagniFi

Announcements

January 11, 2024

TagniFi Adds Salesforce Integration for Better M&A Workflows

Highlights “This new integration will help clients send private equity profiles and contacts directly to Salesforce without needing to download and upload CSV files.” TagniFi Adds Salesforce Integration for Better…

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Announcements

January 2, 2024

Top Middle Market M&A Conferences of 2024

Highlights “We love seeing our customers in person at these events.” We've just finalized our M&A conference calendar for 2024. Here are the top middle-market M&A conferences we've circled on…

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Announcements

December 15, 2023

TagniFi Adds Private Equity Fund Data and Search

Highlights “For example, if you want to see every fund closed over the past year with more than $100 million in size targeting the software sector, simply add these criteria…

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Quarterly Economic Updates

November 6, 2023

Q3-2023 Quarterly Economic Update

Highlights "The Fed continues to weigh incoming economic data carefully before raising rates further, implementing a rate hike in two of the last four meetings after ten increases in a…

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Announcements

October 24, 2023

Welcome Bob Wegbreit

Highlights “Bob's experience and thought leadership is going to help us continue our growth of the TagniFi platform and brand” We're very excited to announce the newest member of the…

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Quarterly Economic Updates

August 3, 2023

Q2-2023 Quarterly Economic Update

Highlights "Elevated interest rates continue to pose a concern for the U.S. economy in the 2nd quarter of 2023, with target rates reaching a 17-year high. The resulting high mortgage…

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Announcements

July 29, 2023

Top Business Valuation Conferences of 2023

Highlights “We love seeing our customers in person at these events.” We're very excited about our business valuation conference schedule for 2023. Here are the top business valuation conferences we've…

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Reviews

June 20, 2023

Capital IQ: Reviews, Features, Pricing and Alternatives (2024 Update)

It's no secret that Capital IQ (commonly referred to as CapIQ in the industry) is a pioneer in the financial data industry. Since its founding in 1998, Capital IQ has…

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Quarterly Economic Updates

May 12, 2023

Q1-2023 Quarterly Economic Update

Highlights “With anti-inflationary policy holding interest rates at a nearly 17-year high, the Federal Reserve finally softened their hawkish stance in the wake of March’s banking crisis. The Fed indicated…

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Insights

March 31, 2023

A Journey Through Time: The History of FDIC Call Reports

Highlights “The data collected through Call Reports is used to monitor individual bank performance, analyze industry trends, and inform regulatory policy decisions.” The Federal Deposit Insurance Corporation (FDIC) has played…

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TagniFi Adds Salesforce Integration for Better M&A Workflows

Top Middle Market M&A Conferences of 2024

TagniFi Adds Private Equity Fund Data and Search

Q3-2023 Quarterly Economic Update

Welcome Bob Wegbreit

Q2-2023 Quarterly Economic Update

Top Business Valuation Conferences of 2023

Capital IQ: Reviews, Features, Pricing and Alternatives (2024 Update)

Q1-2023 Quarterly Economic Update

A Journey Through Time: The History of FDIC Call Reports

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