How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Stein highlights the role of AI in gathering and analyzing information from various sources, such as financial statements, bank accounts, and public records.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Mergers and Inquisitions

MARCH 13, 2024

From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity. What accounts for the difference? Many hedge funds also joined the party.

Private Equity 105

Private Equity Equities Capital Portfolio 105

M&A Leadership Council

JUNE 8, 2023

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Our answer? Concept of Integration.

M&A 59

M&A Accountant Media IT 59

Razorpay

DECEMBER 15, 2024

Unlike traditional banking, which serves the general public with standard products and services, private banking offers bespoke, customized solutions tailored to the unique financial needs and goals of each client. The private banker handles all financial matters pertaining to the client from loans and credit to bills.

Bank 52

Bank Banking IT Management 52

M&A Leadership Council

JANUARY 3, 2022

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Our answer? Concept of Integration. Thought Leadership and Social Media.

M&A 52

M&A Accountant Media IT 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The company also provides PLM consulting and system configuration services. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm.

Trading 64

Trading Management Funds Asset Management 64

Mergers and Inquisitions

JULY 17, 2024

Some people get in via the top IITs, the Chartered Accountant (CA) designation, and other means, such as networking / lateral hiring , but these are lower probability than the IIM route. Among the domestic banks, most people view Avendus, Kotak, JM Financial, ICICI, and Axis as “the best” in terms of deals, work, and compensation.

Investment Banking 59

Investment Banking Bank Banking Investment 59

M&A Leadership Council

JUNE 12, 2023

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment.

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment.

IT 52

IT M&A Insurance Securities 52

Beyond M&A

FEBRUARY 14, 2025

There is a significant amount of M&A activity in the accountancy sector, and we have been fortunate to be involved in this space continuously since 2018. This industry is ripe for M&A due to its relationship-driven nature, making it challenging for businesses to switch from one accountant to another.

Accountant 130

Accountant M&A Management IT 130