Highlights “While sellers report strong pipelines of businesses prepping for sale in the fall, buyers continue to express concern regarding the quality and performance of target firms.” Q2-2024 M&A Update:…
TagniFiJuly 9, 2024
Dataocracy was created to showcase innovations in data. We share new technologies, models, and insights to help readers ask new questions and find new answers through data. Our goal? To inspire finance professionals with ideas on how they can change the world through data, one number at a time.
Highlights “This wealth of information helps users understand a bank's financial condition, performance trends, and comparative standing within the industry.” UBPR Bank Data Now Available on TagniFi We are thrilled…
TagniFiMay 21, 2024
Highlights "In light of the 1st quarter data, the Federal Reserve foreshadowed a wait-and-see plan that may delay the expected reversal of its hawkish interest rate policy." Summary With inflation…
TagniFiMay 7, 2024
Highlights “These strategic-financial buyers are much more likely to acquire a company in your client's industry since they know the market and have the expertise to integrate your client's company…
TagniFiMay 3, 2024
Highlights “Investors who neglect the footnotes might miss out on critical information that could impact their investment decisions, whereas those who rely solely on footnotes might get bogged down in…
TagniFiMay 1, 2024
Highlights "Domestic production outperformed expectations with broad growth among the major components, especially personal spending." Summary As inflation descends closer to typical levels with production, job growth and capital markets…
TagniFiFebruary 7, 2024
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…
TagniFiJanuary 11, 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…
TagniFiJanuary 2, 2024
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…
TagniFiDecember 15, 2023
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…
TagniFiNovember 6, 2023
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…
TagniFiOctober 24, 2023
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…
TagniFiAugust 3, 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…
TagniFiJuly 29, 2023
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…
TagniFiMay 12, 2023
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…
TagniFiMarch 31, 2023
Highlights “We love seeing our customers in person at these events.” We're very excited about our M&A conference schedule for 2023. Here are the top middle-market M&A conferences we've circled…
TagniFiFebruary 10, 2023
Highlights “The Federal Reserve’s aggressive counter-inflationary policies, particularly interest rate raises, are expected to have a delayed restrictive effect on the economy.” Summary In the 4th quarter of 2022, the…
TagniFiFebruary 3, 2023
Highlights “Today, we're opening up all of this tagged 10-K and 10-Q data to our clients and adding a new filing viewer in the Console to make it easy to…
TagniFiJanuary 3, 2023
Highlights “elevated interest rates have taken a heavy toll on capital markets and slowed the housing industry’s seemingly unstoppable momentum” Summary In the 3rd quarter of 2022, inflation continued to…
TagniFiNovember 1, 2022