Focus Investment Banking

JULY 24, 2023

While there was a stable source of recurring revenue with existing customers, there was little progress on adding new customers or expanding within large accounts…the sales model wasn’t functioning at its fullest potential. Additionally, the financials were managed via cash accounting and handled by a local accountant.

Sale 52

Sale Advisory Consulting Business 52

Focus Investment Banking

AUGUST 13, 2023

FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. Data Room Preparation: Create a well-organized and secure data room to facilitate the due diligence process.

Business 52

Business Financial Statement Mergers and Acquisitions Sale 52

Sica Fletcher

MARCH 31, 2022

In our strategic advisory business on the buy-side and sell-side, we have advised on nearly 400 closed transactions over the past three years. And this did not take into account the calculation of pro forma EBITDA, which is in itself an area where sellers typically are at a disadvantage to buyers when they do not use an advisor.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

Accenture Capital Markets

MAY 9, 2023

However, the attractiveness of the recordkeeping business is waning for many providers: administration fees have continued to decrease, and the value that was once captured in fund advisory has been largely eroded with the rise of passive products. Thanks to my colleague David Mallett for contributing to this blog.

Management 52

Management Investment Funds Business 52

Cooley M&A

FEBRUARY 8, 2018

As an example, for California specific requirements, see our prior blog post Non-Competes for California Employees in M&A Deals: Don’t Fudge It. See our prior blog post No Harm, but Foul: Process Considerations for “Interested” Transactions ). 280G Gross-Ups in Public Company Sales.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. We thought it would be helpful to write a blog post outlining how acquisitions are typically structured in the current environment.

Private Equity 52

Private Equity Insurance Equities Management 52

How2Exit

MARCH 6, 2023

Gia has also taken a unique approach to their advisory business. Whether it is finding a new opportunity, creating a unique advisory business, or simply enjoying the process, thinking outside the box can help us achieve our goals. The newsletter covers news, podcasts, and knowledge-based blog posts about the industry.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

Focus Investment Banking

SEPTEMBER 3, 2024

Building the perfect team On the M&A advisory side, McEntee turned to FOCUS, which had offices across the US and Europe and was familiar with executing cross border deals. “It’s tough to quantify how valuable that is…I know they are old fashioned kinds of words, trust and respect, but they still work.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. It’s often a matter of mindset.

Government 52

Government Business Middle Market Corporation 52

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. It’s a very capital-intensive industry, and I try to take into account that customer demands and specs are getting much tighter. That in turn drives consolidation.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Tyton Partners

DECEMBER 11, 2024

In this environment, it’s crucial for suppliers to play a more active advisory role, offering district and school leaders guidance on funding eligibilityincluding the creative use of grant funding cited by several executives as an effective workaround. As one executive stated simply: Districts are more cautious than ever.

Sale 52

Sale Shares Funds Book-building 52

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Strategic Advisory Approach: When advising clients in the automotive aftermarket/collision sector, what is your typical strategic approach?

Sale 52

Sale Business M&A IT 52

Sun Acquisitions

DECEMBER 29, 2021

Summary: “ There’s probably no one more important thing that I can recommend to you than surrounding yourself with good M&A advisors, a great M&A attorney, a great M&A accountant, M&A intermediaries like ourselves, and people who understand M&A and can guide you through the process.”.

Acquisitions 52

Acquisitions M&A Mergers and Acquisitions Business 52

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

Software Equity Group

APRIL 4, 2023

We strongly emphasized hiring the right people and holding them accountable. Our customer marketing manager worked closely with Product, which owned our Customer Advisory Board (CAB). Tracked & Reported Marketing Results In the previous blog , I mentioned I’m very analytical — a necessary trait for your marketing leader.

Sale 52

Sale Book-building Business M&A 52