Solganick & Co.

JULY 12, 2024

Report: Artificial Intelligence in a Growing M&A Landscape, 1H 2024 July 12, 2024 – Solganick has published its latest M&A update on the artificial intelligence industry sector as of 1H 2024. Deal count was down while overall investment was up. For more information, please contact us.

M&A 52

M&A Mergers and Acquisitions Investment Banking Funds 52

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance.

M&A 130

M&A Business Book-building Sale 130

Sun Acquisitions

SEPTEMBER 14, 2023

In the ever-evolving business world, mergers and acquisitions (M&A) have become common strategies for growth and expansion. For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Trout CPA: M&A

FEBRUARY 22, 2023

M&A Transaction disputes can be a costly and time-consuming affair. While it's generally fun to tease the accountants and attorneys in the room, this is where your advisors can help steer clear of unnecessary chafe after the transaction closes. So, how do you avoid them?

M&A 52

M&A Collaboration Accountant IT 52

How2Exit

FEBRUARY 10, 2025

E267: Why Buying a Business Beats Starting One – Buy Your Way to Success! Watch Here About the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. But what if there was another way?

Business 130

Business Funds Acquisitions Healthcare 130

How2Exit

MARCH 31, 2024

Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million. b' E200: Buying or Selling a Small Business?

Business 130

Business Mergers and Acquisitions Securities M&A 130

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor.

Insurance 52

Insurance M&A S&P Shares 52

Chesapeake Corporate Advisors

OCTOBER 31, 2023

However, when it comes to M&A, cash alone does not tell the full story. In M&A transactions, the focus shifts from cash to a broader view of a company’s financial health. Here’s the intriguing part: NWC in M&A typically doesn’t include cash in the calculation. For many entrepreneurs, cash is king.

M&A 52

M&A Capital Management Accountant 52

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Focus Investment Banking

SEPTEMBER 3, 2024

Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. A great M&A team should also be made up of a great set of attorneys—both inside and outside your organization. in the winter of 2024.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. The main problem is that many people enter corporate finance jobs without truly understanding them.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. If you are interested in exploring your options, our team of M&A professionals is here to help.

M&A 52

M&A Capital Raising Investment Banking Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking 105

Investment Banking Bank Banking Investment 105

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

Financial Models 130

Financial Models Financial Modeling Mergers and Acquisitions Mergers 130

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

How2Exit

SEPTEMBER 11, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

Cooley M&A

FEBRUARY 8, 2018

What’s on tap for 2018 M&A? 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. A recap of 2017 trends and the Cooley outlook on this year’s dealmaking: Buying Innovation: Retention and Non-Competes.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

How2Exit

SEPTEMBER 18, 2023

Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

Healthcare 147

Healthcare Investment M&A Business 147

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Whether you’re delving into M&A valuations for the first time or seeking to fortify your expertise, this guide offers comprehensive insights and actionable strategies to become a master of company valuation.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Sica Fletcher

AUGUST 30, 2023

The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

OfficeHours

JULY 18, 2023

For example, whereas 10 independent veterinary clinics might each have their own human resources and accounting functions, a roll-up platform will have centralized functions that can be shared across multiple clinics. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research. The answer: Merchant banks.

Bank 52

Bank Banking Business Underwriting 52

How2Exit

JUNE 16, 2024

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. Since 1998, Paul has built and sold multiple companies, establishing his presence in the commercial real estate finance space.

Business 130

Business Book-building Finance Finance 130

Global Newswire by Notified: M&A

MARCH 18, 2025

FE International announces the acquisition of Cloud Orca, a UK-based Salesforce Summit Partner, by Cooper Parry, a next-gen accountancy and advisory firm.

Acquisitions 40

Acquisitions Advisory Accountant 40

Sica Fletcher

JULY 1, 2024

The Process of Selling an Insurance Brokerage Selling an insurance brokerage essentially consists of six phases and spans between 8-18 months on average: The Phases of Selling an Insurance Brokerage We should note that this process is longer than it used to be; insurance M&A transactions just a few years ago took between 6-12 months on average.

Insurance 52

Insurance M&A Advisory Funds 52

Cooley M&A

JANUARY 22, 2021

A series of blockbuster deals rallied the NASDAQ 100 Technology Index to trade more than 20% higher than 2019, and Q3 2020 recorded the highest global M&A deal value in the technology sector this decade. [2] M&A transactions have always been a balancing act of allocating burdens and risks. A Tale of Two Years. compared to 2019.

M&A 40

M&A IPO Mergers and Acquisitions Business 40

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses.

Business 130

Business Sale Accountant IT 130

Solganick & Co.

APRIL 24, 2024

Solganick Technology Services M&A Update – Q1 2024 Final April 25, 2024 – Los Angeles and Dallas – Solganick & Co. (“Solganick”) has issued its latest technology services industry sector mergers and acquistions (M&A) update report for Q1 2024. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. ORLANDO, FL., Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market.

Consulting 40

Consulting Sale IT M&A 40

M&A Leadership Council

JULY 22, 2023

Tony Enlow Managing Director, Bennett Thrasher Tony Enlow serves as one of Bennett Thrasher’s M&A Market Leads in the Texas region – based in the Dallas area. Tony has more than 25 years delivering transaction advisory insights to clients, including eight years in the Big4. Tony brings a hands-on approach to servicing clients.

Middle Market 52

Middle Market Mergers and Acquisitions M&A Private Equity 52

How2Exit

MARCH 6, 2023

Ron Concept 1: Start Small And Pivot Starting small and pivoting is a key part of the entrepreneurial journey, and something that many successful entrepreneurs have done. It is important to start small and then adjust your strategy as you learn more about the industry or market. Gia and her partner Eric then acquired a company called Relevant Tools.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

How2Exit

MARCH 30, 2023

By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. Concept 2: M&A Market Is Robust The M&A market is currently very robust. Concept 2: M&A Market Is Robust The M&A market is currently very robust.

Business 130

Business Sale M&A Mergers and Acquisitions 130