Focus Investment Banking

MAY 31, 2024

As MSPs navigate the complexities of technological advancements, market shifts, and client demands, the importance of collaboration and shared learning becomes increasingly apparent. The primary goal of these peer groups is to foster collaboration and knowledge exchange among participants. What Are MSP Peer Groups?

Collaboration 52

Collaboration Shares Management Accountant 52

Beyond M&A

SEPTEMBER 4, 2023

Although Ezer and I have collaborated closely since 2020—holding daily video meetings—he has played an instrumental role in designing our marketing, refining our due diligence presentations, and instilling a rigorous ‘product discipline’ into our LENS platform over the past two years.

Collaboration 130

Collaboration IT M&A Shares 130

How2Exit

SEPTEMBER 2, 2024

Cian O'Toole : Cian O'Toole is an accomplished chartered accountant with substantial expertise in mergers and acquisitions. They share key insights gained from working with high-stakes deals, the significance of rapid decision-making, and the imperative of leveraging joint ventures for exponential growth. Cash is what kills companies.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Growth Business

JANUARY 16, 2024

I believe the UK should account for at least 50 per cent of all new unicorns created by Europe as a whole, a true scale-up powerhouse, where opportunity and high skilled jobs fuel economic growth across the country – including outside cities,” Donelan said. There are obstacles which need to be overcome, however. What sectors are they in?

Government 104

Government Business Collaboration Shares 104

How2Exit

JULY 13, 2023

The hosts interview business owners, industry leaders, authors, mentors, and other influencers to share their experiences and insights on buying or selling a business. The hosts interview business owners, industry leaders, authors, mentors, and other influencers to share their experiences and insights on buying or selling a business.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

How2Exit

APRIL 15, 2024

Sam shares his transition from a career in the travel industry to creating a conglomerate of small businesses that serve a niche market in the B2B space. rn rn rn Navigating the balance between maintaining a business's unique operational framework and implementing uniform tech systems is key to collaborative efficiency and success.

Corporate Finance 130

Corporate Finance Business Corporation Finance 130

Software Equity Group

OCTOBER 16, 2023

Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. Collaboration between marketing, sales, and customer success teams to develop creative, multi-channel strategies is vital,” says Annie Zelm. It’s a competitive world out there.

Acquisitions 52

Acquisitions Shares Sale M&A 52

Software Equity Group

OCTOBER 16, 2023

Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. Collaboration between marketing, sales, and customer success teams to develop creative, multi-channel strategies is vital,” says Annie Zelm. It’s a competitive world out there.

Acquisitions 52

Acquisitions Shares Sale M&A 52

Sun Acquisitions

OCTOBER 15, 2024

Clearly defined roles minimize confusion, streamline decision-making, and ensure accountability throughout the negotiation process. Collaborative Culture: Foster a culture of collaboration and open communication within the negotiating team.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

How2Exit

SEPTEMBER 9, 2024

With his profound knowledge in financial analysis, Steve shares valuable insights about the intricacies of analyzing the financial health of companies, the critical steps in the M&A process, and the importance of building rapport with business sellers. It's not just about the numbers, it's about the business itself."

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Accenture Capital Markets

SEPTEMBER 5, 2023

This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs. Cross-departmental collaboration. Effective process selection. Institutional investors usually have narrower operations than banks or insurers.

Investors 85

Investors Financial Services Insurance Investment 85

Peak Frameworks

JUNE 21, 2023

At its core, a business , partnership is a legally recognized form of business operation where two or more individuals share ownership. In return, each partner shares in the profits and losses of the business. This structure is commonly used in professional services firms, such as law firms and accounting practices.

Business 52

Business Finance Finance Corporate Finance 52

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

How2Exit

NOVEMBER 8, 2023

b' The Great Game of Business: Teaching Financial Literacy and Ownership - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Business 130

Business Book-building Accountant Education 130

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. Establish communication channels and forums for sharing information, best practices, and insights.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Peak Frameworks

MAY 22, 2023

By sharing compelling stories, you can connect with your target market on a deeper level. Goldman Sachs' "Why I Work Here" campaign is a prime example of how storytelling can effectively capture attention, as employees shared their personal experiences working at the company.

Finance 52

Finance Finance Accountant Shares 52

Sun Acquisitions

SEPTEMBER 3, 2024

Designating a capable integration team led by experienced executives can provide clarity, accountability, and direction throughout the process. Recognizing and addressing cultural differences early on can foster trust, collaboration, and a sense of belonging among employees.

Mergers 59

Mergers Mergers and Acquisitions M&A Collaboration 59

Software Equity Group

OCTOBER 3, 2023

Tools such as video conferencing, instant messaging, collaborative platforms, project management software, and HR management software are widely used to improve productivity, collaboration, and efficiency. These tools enable remote and in-office employees to work together seamlessly, share information, and collaborate effectively.

M&A 52

M&A Collaboration Business Management 52

Razorpay

AUGUST 7, 2024

With its focus on the latest trends, challenges, and developments in financial technology, GFF is a hub for networking, knowledge sharing, and collaboration. 500, UPI LITE handles the transaction (if enabled), or it can be processed through your bank account using your UPI PIN. For amounts up to Rs.500,

Collaboration 52

Collaboration Banking Bank Finance 52

How2Exit

MAY 20, 2024

David’s collaborative approach ensures that the legacy, culture, and values of his clients' businesses are maintained while maximizing value and minimizing stress during transitions. With a rich background in business investment, growth strategy, and exit planning, David brings a wealth of knowledge to his podcast.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

M&A Leadership Council

OCTOBER 31, 2023

Participants will learn to navigate transition services agreements, tackle personnel challenges, and unravel IT and shared services agreements. Group Discussion Exercise - Sharing Challenges and Lessons Learned: Engage in open discussion with industry peers to exchange experiences and insights on divestiture challenges and lessons.

Management 52

Management M&A Shares Corporation 52

Peak Frameworks

MAY 2, 2024

This arrangement is governed by a consignment agreement, a crucial document that outlines the terms of the relationship, including inventory management, revenue sharing, and responsibilities of each party. Revenue Sharing: Clear terms on how revenue will be divided upon the sale of goods.

Sale 52

Sale Management Collaboration Retail 52

How2Exit

OCTOBER 8, 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. rn Summary: Kevin McArdle, CEO of Big Band Software, shares his journey from being a high school math teacher to becoming a successful entrepreneur in the software industry.

Portfolio 130

Portfolio Profitability Mergers and Acquisitions M&A 130

Razorpay

JANUARY 3, 2024

Seamless Onboarding, Integration and Sub-Merchant Account In e-commerce, services are sometimes provided in collaboration between businesses. If a portal partners with a payment aggregator, it will be called a merchant and can create sub-merchant accounts for AMCs. Partners can also onboard sub-merchants through APIs.

IT 52

IT Accountant Banking Bank 52

M&A Leadership Council

AUGUST 19, 2024

Relationship Capital: Build and Maintain Collaborative Relationships Based on Mutual Objectives The success of a TSA often hinges on the quality of the relationship between the buyer and seller. Building collaborative relationships grounded in mutual objectives can prevent misunderstandings and facilitate smoother interactions.

Collaboration 52

Collaboration Negotiation Government Management 52

How2Exit

MARCH 18, 2024

Mike shares his origin story as an entrepreneur and explains how his personal experiences with unfair equity splits led him to develop the Slicing Pie model. The model uses multipliers to account for the different values of cash and non-cash contributions, ensuring a fair distribution of equity.

Equities 130

Equities Mergers and Acquisitions IT M&A 130

The TRADE

FEBRUARY 23, 2024

The closing auction also continues to be a growing area of focus with closing auctions accounting for approximately 27% of the day’s volume. This was the third highest quarterly share since our data began. In periods of low liquidity, sourcing liquidity through alternative venue types is key.

Trading 62

Trading Accountant Broker Collaboration 62

OfficeHours

JUNE 6, 2023

They facilitate connections between industry professionals, fostering collaboration, knowledge sharing, and business partnerships. Networking and Access to Capital: Private equity firms in New York City provide a valuable networking platform for entrepreneurs, executives, and investors. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Economics Equities Capital 147

How2Exit

JANUARY 29, 2024

He shares the process of acquiring his first business and the challenges he faced along the way. rn The Path to Entrepreneurship rn Key Takeaway: Pete Seligman's journey into the search fund space began with a desire for autonomy and accountability.

Funds 130

Funds Investors Business Acquisitions 130

How2Exit

JANUARY 8, 2024

rn Summary: Michael Frew shares his journey from being an engineer to becoming an acquisition entrepreneur. For Michael, the preference is to have engineers who are familiar with the same tech stack across all businesses, allowing for seamless collaboration and knowledge sharing.

Acquisitions 130

Acquisitions Engineering Business Portfolio 130

How2Exit

APRIL 3, 2023

They also sought out advice from lawyers and accountants to help them navigate the legal and financial aspects of their business. Concept 6: Foster Collaboration And Innovation One way to ensure success is to foster collaboration and innovation within the franchise. The pair was also willing to take risks and try new things.

Business 130

Business Collaboration Utilities IT 130

The TRADE

MAY 16, 2024

And these reports are being shared at investor level. “We’ve However, “each asset class has to be taken on its own merits, as they have unique market microstructures and nuances which have to be taken into account,” argues Richter. “We Collaboration needs to be impartial.

Trading 117

Trading S&P Collaboration M&A 117

Sun Acquisitions

AUGUST 19, 2024

By aligning incentives and sharing risks, earn-out agreements can facilitate deal completion in turbulent times. Asset-Based Financing: Asset-based financing leverages the value of the target company’s assets, such as inventory, accounts receivable, or intellectual property, to secure funding.

M&A 59

M&A Finance Finance Economics 59

Peak Frameworks

OCTOBER 30, 2023

The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. You deposit $10,000 in a bank savings account earning 0.5% Overdraft Fees: If you've ever spent more than what's in your checking account, you've probably been hit with an overdraft fee.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

How2Exit

APRIL 17, 2023

Wach Here: E112 Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so. Culture is key to success.

M&A 130

M&A Consulting IT Business 130

How2Exit

FEBRUARY 23, 2023

Watch E#84 Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit crude, you're reading our notes, so. Using effective communication is also important.

Business 130

Business Negotiation DCF Acquisitions 130

Razorpay

AUGUST 27, 2024

Green light every time: Faster payment checkout means less waiting, more shopping Security Seal of Approval The collaboration between Razorpay and Mastercard brings together two industry leaders with a shared commitment to advancing payment security. Choose your checkout: One simple finger print scan or look, and you’re done.

Securities 52

Securities Business Sale IT 52