How2Exit

MARCH 1, 2023

Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. He believes that attorneys often have a reputation for killing deals and that they should only be brought in once the deal is nearly done and due diligence needs to be completed.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

JANUARY 8, 2024

b' E174: Acquisition Entrepreneur Michael Frew on Buying and Growing SaaS Companies - Watch Here rn rn About The Guest(s): Michael Frew is an acquisition entrepreneur with a background in engineering. Michael enjoys working with other engineers and focuses on cloud infrastructure, engineering tools, and engineering services.

Acquisitions 130

Acquisitions Engineering Business Portfolio 130

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

How2Exit

OCTOBER 2, 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.

Acquisitions 130

Acquisitions M&A Profitability Engineering 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

Software Equity Group

SEPTEMBER 26, 2023

The software M&A market is like a living and breathing organism: constantly evolving, adapting, and reacting to the world around it. This is especially true in recent years, with COVID driving historic SaaS adoption and the monetary and fiscal policy that followed, creating a unique M&A dynamic. Why is this?

M&A 52

M&A Investors Sale IT 52

How2Exit

NOVEMBER 6, 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.

IT 130

IT M&A Business Mergers and Acquisitions 130

How2Exit

OCTOBER 2, 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 Mergers 130

Focus Investment Banking

AUGUST 29, 2023

Founded in 2002 and headquartered in Rockville, Maryland, iBiz provides business IT solutions, systems engineering and integration, research and analysis, communications strategy, and program management to government agencies. Our CFO and accounting system get credit for how well and quickly we did it. iBiz), a U.S.

M&A 52

M&A Mergers and Acquisitions Government IT 52

How2Exit

JANUARY 29, 2024

With a background in engineering, finance, and project management, Pete brings a diverse skill set to his work. b' E182: Pete Seligman: Navigating the World of Search Funds and ETA - Watch Here rn rn About the Guest(s): rn Pete Seligman is a search fund investor and entrepreneur based in Australia.

Funds 130

Funds Investors Business Acquisitions 130

Solganick & Co.

MAY 9, 2024

Managed services providers (MSPs), which saw strong M&A activity in Q1 2024. Systems integrators and application partners, where the M&A market showed resilience in Q1 2024 compared to the broader M&A market. billion acquisition of ANSYS, a leading provider of engineering simulation software HPE’s $12.8

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Private Equity IT 52

How2Exit

NOVEMBER 8, 2023

They stress the importance of aligning education, accountability, and incentives to the goal of building a great company. Ron rn rn About The Guest(s): Steve Baker is the Vice President of the Great Game of Business. He joined the company 17 years ago and has since become an expert in teaching business and financial literacy to employees.

Business 130

Business Book-building Accountant Education 130

How2Exit

JUNE 13, 2023

Ron rn rn About The Guest(s): Nick Bradley is a leading authority on business exits and a top-ranked business podcaster in the UK. With over 100 acquisitions and 26 exits under his belt, Nick brings a wealth of experience and expertise to the table. rn Key Takeaways: rn rn Scaling past your level of identity is crucial for success in business.

Business 130

Business Private Equity Acquisitions Equities 130

How2Exit

OCTOBER 2, 2023

b' rn How2Exit 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.

Business 130

Business Finance Finance Recruitment 130

How2Exit

DECEMBER 18, 2023

b' E168: PE Firm Blackbook Investments: Acquiring and Growing Profitable Websites with Mohit Tater - 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. rn rn Quotes: rn rn "AI is only beating out low-quality content sites.

Profitability 130

Profitability Investment Business M&A 130

The TRADE

OCTOBER 4, 2023

In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated. In-demand functionality has been added, with robust accounting and reconciliation workflows integrated into both LBX’s buy-side and sell-side products, as well as full ABOR/IBOR, AUM and shadow NAV capabilities added.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

How2Exit

FEBRUARY 18, 2024

b' E187: Clint Fiore Discusses the Challenges and Strategies of Buying Businesses - Watch Here rn rn About the Guest(s): rn Clint Fiore is a seasoned entrepreneur with broad experience in the small to medium business acquisitions and mergers sector. As a family business scion, Clint grew up involved in his family's nursery business in North Texas.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

How2Exit

SEPTEMBER 25, 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.

Business 130

Business Professional Services Mergers and Acquisitions M&A 130

Focus Investment Banking

OCTOBER 23, 2024

The Engineering and Construction sub sector had an even stronger performance this past three months. Six of the transactions were in the Telecom Engineering and Construction sub sector, while the Distributors and Logistics Services sub sector accounted for the remaining five. This outperformed both the 5.5% a year ago to 1.2x

Business 52

Business S&P Engineering M&A 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

Midaxo

OCTOBER 12, 2023

During a live Q&A in September — 7 Tips and Tricks for Successful Technology Due Diligence and Integrations — Mart Lumeste, Co-Founder of Intium Tech covered the challenges and best practices for creating technology integration playbooks, managing technical teams post-acquisition, and integrating technologies post-merger.

Debt 147

Debt Architecture Business Mergers and Acquisitions 147

M&A Leadership Council

APRIL 6, 2023

Mark Herndon, Chairman of the M&A Leadership Council, shares Part Two of this series covering key requirements in supporting the buyer post-close and optimizing the Seller’s remaining business for maximum value when divesting a business. Unfortunately, that’s a huge mistake – as the real value creation phase is only just beginning.

M&A 52

M&A Sale Mergers and Acquisitions Business 52

M&A Leadership Council

FEBRUARY 15, 2024

This doesn’t just take expert financial engineering – it takes highly attentive leadership and superb change management to anticipate, plan effectively, set expectations, and genuinely do what’s right to take care of those seller employees that will no longer be needed after the TSA terminates.

M&A 52

M&A Mergers and Acquisitions Sale Business 52

Devensoft

JUNE 1, 2023

Are you seeking to streamline and optimize your M&A process? We, at Devensoft, help companies efficiently organize their entire M&A journey and here we dive deep into the realm of acquisitions, examining 11 well-known cases that have left an indelible mark on the business landscape.

Acquisitions 52

Acquisitions Mergers and Acquisitions M&A Media 52

M&A Leadership Council

SEPTEMBER 12, 2024

Leadership, Governance, and Decision-Making Frameworks By M&A Leadership Council Integration Management Office (IMO) charters and workstreams play a critical role in ensuring the successful integration of the acquired company. Its primary value lies in setting the foundation for a smooth and effective integration process.

M&A 52

M&A Collaboration Management Sale 52

Viking Mergers & Acquisitions

APRIL 17, 2023

Before joining the Viking M&A team, Jimmy worked for more than 25 years in the technology and manufacturing sectors. He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. Meanwhile, he saw his dad’s brother approach the world quite differently.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

How2Exit

MAY 8, 2023

This negotiation process can be complex and may involve the use of lawyers, accountants, and other professionals. The company had multiple thousand accounts, with 80-90% of the customers having been with the company since the 1980s. Once the evaluation is complete, the buyer and seller must then negotiate the terms of the transaction.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Profitability Business 130

M&A Leadership Council

JUNE 12, 2023

Insights & Advice: An Interview with Two Experts By Mark Herndon, Chairman Emeritus, M&A Leadership Council Cybersecurity and IT due diligence has become one of the most challenging, and also one of the most critical areas of due diligence in any environment. Tell us more about that. What is the business trying to accomplish?

IT 52

IT M&A Securities Insurance 52

M&A Leadership Council

SEPTEMBER 9, 2021

By Mark Herndon, Chairman, M&A Leadership Council . The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Tell us more about that. Mark Dickelman (MD): Start by understanding the value proposition of the deal itself.

IT 52

IT M&A Securities Insurance 52

Software Equity Group

MAY 23, 2023

It’s an accounting acronym that means Earnings Before Interest, Taxes, Depreciation, and Amortization (note: EBITDA is usually pronounced as a single word – Ee-bit-dah – rather than spelled out as individual letters). “How profitable is your software business?” It’s a simple question, but it’s not always easy to answer.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

How2Exit

JUNE 12, 2023

Ron Concept 1: Rapid Diligence Helps Buy Businesses Rapid Diligence is a company that specializes in helping people buy small businesses, mostly online, but they have also worked with traditional businesses as well. This means that they come in and help buyers make sure everything looks good from a financial, operational, and technical perspective.

Business 130

Business Investment Profitability Acquisitions 130

M&A Leadership Council

AUGUST 30, 2021

Mark Herndon, Chairman of the M&A Leadership Council shares part two of this series covering key requirements in supporting the buyer post-close and optimizing the Seller’s remaining business for maximum value when divesting a business. Nobody Wins a TSA War.

M&A 52

M&A Sale Business Mergers and Acquisitions 52

Focus Investment Banking

JULY 24, 2023

The CEO was regarded as a top subject matter expert in the industry and the company had brilliant engineering talent. 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.

Sale 52

Sale Advisory Consulting Business 52

M&A Leadership Council

OCTOBER 30, 2023

Sometimes Complete Integration Isn't the Right Answer By Jeffrey Cartwright, M&A Leadership Council Alum and Managing Partner of Shoreview Advisors If you’ve ever dived into M&A strategy, you’ve undoubtedly read about “Newellization,” the acquisition strategy named for a once-tiny household goods company in Freeport, Illinois.

Profitability 52

Profitability Acquisitions M&A Manufacturing 52

M&A Leadership Council

JUNE 22, 2023

In one recent client engagement, the client had several highly experienced due diligence teams, including engineering, procurement, and IT. Each advisor firm had its own proprietary due diligence checklist and closing requirements, which the junior associate was instructed to follow without exception. This practice is common.

M&A 52

M&A Management Negotiation Business 52

Focus Investment Banking

SEPTEMBER 2, 2024

Correct application of the appropriate revenue recognition policy is important, as is relevant cost accounting, so that profitability is depicted accurately. A well-prepared business shows better in the market; proceeds more quickly through due diligence; and is more likely to transact and close.

Sale 52

Sale Business Investment IT 52

Wizenius

AUGUST 16, 2023

This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas. Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. Looking for the best investment banking course in India?

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52