OfficeHours

AUGUST 20, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Collaborative Skills and “Fit” Collaborative skills are crucial for effective teamwork and achieving common objectives, and given the long hours, “fit” is important as well.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. Collaboration needs to be impartial.

Trading 119

Trading S&P Collaboration M&A 119

OfficeHours

AUGUST 9, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Collaborative skills are crucial for effective teamwork and achieving common objectives, and given the long hours, “fit” is important as well. Attention to detail is crucial, as mistakes can be costly.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

The TRADE

DECEMBER 5, 2023

The SaaS also enables traders to free up time to dedicate to more illiquid and esoteric instruments which require more maintenance and to liaise with their portfolio managers.

Trading 72

Trading Broker Portfolio Management Collaboration 72

Solganick & Co.

MARCH 10, 2025

Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market. The expertise, innovation, and collaborative culture weve fostered have laid a strong foundation for our transition to Accordion, where we are fully aligned in core values.

Consulting 40

Consulting Sale IT M&A 40

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

NOVEMBER 12, 2023

b' E158: The Importance of Building Relationships in Business Deals with David Green - Watch Here rn 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.

Business 130

Business Mergers and Acquisitions Financial Analysis Investors 130

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

M&A Leadership Council

SEPTEMBER 12, 2024

Key benefits include: Clear Governance and Leadership : Defines the leadership structure and establishes who is accountable for various aspects of the integration, ensuring strong oversight. Cross-Functional Coordination : Facilitates collaboration across different functions (HR, finance, IT, operations, etc.)

M&A 52

M&A Management Collaboration Sale 52

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Devensoft

AUGUST 24, 2023

Unlike traditional external collaborations, where integration efforts may be outsourced or guided by external consultants, the internal integration model places the reins of control squarely within the capable hands of the organization itself. Communication Strategy: Collaborate on the development of a comprehensive communication strategy.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

NOVEMBER 30, 2023

What can you expect from new technology advancements and collaborations if you are an NBFC? NBFCs have traditionally used customer account balances and credit scores as the basis for identifying and prioritising non-performing accounts and developing collection strategies. We’ll cover it all in this whitepaper.

Accountant 52

Accountant Book-building Business Financial Services 52

Peak Frameworks

OCTOBER 17, 2023

Clear Accountability: Each division's performance can be measured independently. Enhanced Interdisciplinary Collaboration: Promotes collaboration between different departments. PepsiCo employs a divisional structure, segmenting its operations based on its product range : beverages, snacks, and nutrition products.

Corporation 52

Corporation Finance Finance Management 52

Sun Acquisitions

SEPTEMBER 16, 2024

A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers. Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently.

Negotiation 59

Negotiation Business Sale Management 59

Devensoft

AUGUST 22, 2023

Similarly, when companies from different geographic regions aim to collaborate, freelance modeling can cater to the complexities of cross-cultural integration. While traditional strategies might focus solely on product portfolio alignment, freelance modeling considers the potential for cross-disciplinary innovation.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

Devensoft

MAY 23, 2023

We’ll provide actionable insights on aligning cultures, optimizing processes, leveraging complementary strengths, and fostering collaboration to drive synergistic value and propel your M&A endeavors to new heights. Due diligence should be a collaborative effort between the acquirer and the target company.

M&A 52

M&A Mergers and Acquisitions Mergers Collaboration 52

Peak Frameworks

SEPTEMBER 19, 2023

Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Failing to Account for Unplanned Expenses: No one could have predicted the COVID-19 pandemic , but companies without contingency funds faced severe challenges. The focus shifts toward a thorough Performance Analysis.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business.

Trading 52

Trading Portfolio Management Asset Management Management 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Cooley M&A

JANUARY 22, 2021

COVID-19 drove unprecedented levels of collaboration among biopharmaceutical companies seeking to develop a vaccine, leading to an accelerated research and development process that allowed not just one—but two—vaccines to be approved by the FDA in record-breaking time. An Evolving Transactional Landscape.

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Software Equity Group

APRIL 24, 2024

However, private equity buyers have surged forward over the past two years, accounting for 54% in 2022 and 63% in 2023. Also, in 2023, QAD, already a leader in the industrial software space with various ERP, SCM, and CRM offerings, expanded its portfolio to include workforce management and collaboration SaaS with the purchase of Redzone.

Manufacturing 52

Manufacturing M&A Business Management 52

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Some financial buyers will be interested in a company as a way to start gaining experience for a new portfolio. Some will push to maximize profit quickly.

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Razorpay

SEPTEMBER 19, 2024

Establishes Trust and Demonstrates Commitment Dedication to the project and assured outcomes Better collaboration between seller and client with coordinated outcomes 3. Utilise effective accounting software to track paid and unpaid invoices efficiently. This makes it easier for clients to submit payments quickly and securely.

Book-building 52

Book-building Consulting Business Funds 52

Software Equity Group

APRIL 4, 2023

Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments. We strongly emphasized hiring the right people and holding them accountable.

Sale 52

Sale Book-building Business M&A 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. Collaborate or buy?’ Others have pursued less-traditional acquisitions, choosing to instead form alliances and partnerships. We’ll keep you posted.

M&A 52

M&A Mergers and Acquisitions Acquisitions Pharmaceutical 52

Devensoft

JUNE 1, 2023

For example, HP’s acquisition of Autonomy in 2011 is often cited as a failed acquisition because HP did not conduct proper due diligence and later discovered accounting irregularities at Autonomy. LinkedIn also had a strong cultural fit with Microsoft, as both companies were known for their focus on productivity and collaboration.

Acquisitions 52

Acquisitions Mergers and Acquisitions M&A Media 52

M&A Leadership Council

AUGUST 30, 2021

This is where the real fun begins and for each bona fide TSA requirement, expert SME teams will need to actively collaborate to draft scope, define terms, clarify who provides each service and how that service is provided. Remember the “where is / as is” rule of thumb. Along this journey, remember that scope creep is the enemy. The kicker?

M&A 52

M&A Sale Business Mergers and Acquisitions 52

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” This context is crucial for our day-to-day operations. Traders by nature enjoy a challenge.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

JANUARY 29, 2025

Portfolio management and research partnerships drive our competitive advantage [] This integration between trading and the investment platform creates a powerful feedback loop that enhances transaction quality and client investment outcomes. Rowe Price truly is its collaborative culture. Future life on the desk: Traders as architects?

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59