How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

OfficeHours

JUNE 22, 2023

Some firms will also continue to pay for health insurance for a couple of months post separation. You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. Calculate Your Runway Ideally your firm has given you severance to the tune of 2-4 months.

Investment Banking 130

Investment Banking Banking Bank Investment 130

Focus Investment Banking

DECEMBER 26, 2023

The State of the M&A Market kicked off the 9 am start, and since the expert panel included insurance industry representatives, the discussion began with a deep dive into the exciting world of rep & warranty insurance. More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

Mergers and Inquisitions

MARCH 13, 2023

Deposits up to $250K are insured in the U.S., but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., This left SVB with a negative cash balance, and the FDIC stepped in on Friday to take over.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MAY 17, 2023

Vista and Thoma Bravo have accounted for around half of all software buyouts over the past few years, and they use a similar playbook: cut costs, increase efficiency, and raise prices when possible. billion buyout of Duck Creek Technologies (insurance SaaS) in early 2023 for a seemingly nonsensical 234x EBITDA multiple and 7.6x

Private Equity 64

Private Equity Equities Recruitment Funds 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. Financials are usually in the #1 spot because banks and insurance firms constantly issue debt; other sectors trade places in the rankings.

Investment Banking 59

Investment Banking Bank Banking Investment 59

What's Market

SEPTEMBER 26, 2022

Identification of Specific Persons Some definitions limit knowledge to one or more specifically identified persons whose knowledge is taken into account for the knowledge definition. including the seller's human resources director as to the employment and HR representations or the risk management director with respect to insurance).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52