Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. When choosing an advisory team , looking for experience and expertise is essential.

Advisory 40

Advisory Business Negotiation M&A 40

Equiteq

APRIL 6, 2023

Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy. New global studies of both suggest that heightened private equity interest will see deal rates maintain higher levels in the coming year, too.

M&A 52

M&A Private Equity Advisory Consulting 52

Law Essentials

JULY 21, 2023

This blog is written by Aditya Trivedi. He is an Associate at Competition Advisory Services LLP, Founder – In Conversation with IPR and Competition Law Podcast and Policy Associate, Y20 India Secretariat)

Advisory 52

Advisory 52

Align Business Advisory Services

JUNE 5, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 2) Employee Ownership: Sharing the Dream In the previous blog, we explored the challenges of passing a business to your children. Read More » The post Considering ESOP: Sharing the Dream appeared first on Align BA.

Shares 98

Shares Middle Market Stock Business 98

Sun Acquisitions

APRIL 18, 2022

In one of our previous posts, we looked at how to sell a business , but in this blog, you’re going to learn how to sell a business privately. With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm.

Business 98

Business M&A Broker Sale 98

Align Business Advisory Services

JANUARY 31, 2024

In this blog post, we will explore essential considerations to think about in order to optimize your business’s value and its potential for growth. Contemplating the sale of your business is a transformative decision that requires strategic planning and careful evaluation.

Business 98

Business Sale IT 98

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Accenture Capital Markets

DECEMBER 5, 2023

Our recently published Asia wealth management repor t focuses on two crucial areas for firms: relationship manager (RM) productivity, which my first blog examined; and the importance of mobile as a channel, which this blog covers. What asset classes should the app support? Where do offline omni-channel journeys intersect?

Management 117

Management Banking Bank Investors 117

Sun Acquisitions

SEPTEMBER 14, 2023

In this blog post, we will explore key strategies and considerations to maximize the return on your privately held business when engaging in M&A activities. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Sun Acquisitions

JUNE 13, 2024

This blog post will delve into “The Exit Blueprint,” offering a step-by-step guide that distinguishes itself from more general discussions on business sales in mergers and acquisitions. With a clear understanding of your objectives, a realistic valuation, and a strong advisory team, enter negotiations confidently.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

How2Exit

FEBRUARY 27, 2023

They offer a range of services, such as advisory, technology, and due diligence services to help business owners through the process. They offer a range of assets, such as Shopify businesses, WordPress blogs, other content sites, and iOS or Android apps. The blog was sold for $5.2

Profitability 130

Profitability Business Investors Investment 130

Sun Acquisitions

JULY 13, 2022

Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest. Our professionals have significant deal experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

Sun Acquisitions

APRIL 28, 2022

Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest. Our professionals have significant experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

MAY 3, 2022

Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest. Our professionals have significant experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

MARCH 8, 2022

Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest. Our professionals have significant deal experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.

Profitability 98

Profitability Sale Business Acquisitions 98

Focus Investment Banking

JULY 25, 2024

Axial’s investment banking league tables rank sell-side M&A advisors based on their usage of the Axial platform and incorporate three core M&A advisory attributes: client quality, buy-side targeting, and deal process effectiveness. In Q2 of this year, Axial members marketed 2,574 sell-side deals on the platform.

Middle Market 52

Middle Market Investment Banking M&A Banking 52

Focus Investment Banking

APRIL 26, 2024

To assemble this list, Axial reviewed the deal-making activities of 378 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter. ” About FOCUS Investment Banking FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide.

Middle Market 52

Middle Market Investment Banking M&A Banking 52

Sun Acquisitions

FEBRUARY 9, 2022

Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest. Our professionals have significant experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.

Acquisitions 92

Acquisitions Mergers and Acquisitions M&A Management 92

PCE

MARCH 13, 2024

This blog sheds light on the key players you’ll encounter on this journey. Selling your business is no walk in the park. Navigating the complexities involved requires careful planning and strategic thinking—including consideration of which individuals you should be working with.

M&A 52

M&A Sale Business Advisory 52

Accenture Capital Markets

NOVEMBER 2, 2023

Two other findings are also important when thinking about the RM role: First, clients see high value (the green circles) nearly only in advisory, and there is just moderate or low perceived value in RMs’ other tasks. The post How Gen AI can boost relationship managers’ productivity appeared first on Accenture Capital Markets Blog.

Management 85

Management Advisory Risk Management Business 85

PCE

SEPTEMBER 18, 2023

This blog post aims to detail the benefits of ESOPs, unpacking the implications for every stakeholder involved in the ESOP transaction. But understandably, as a business owner, you're likely wondering, “What’s in it for me (WIIFM)?”

Business 52

Business Stock IT Advisory 52

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. Below I answer this question along with other common questions I am asked about navigating the process.

Sale 52

Sale Negotiation Business Private Equity 52

OfficeHours

JULY 18, 2023

This phenomenon is becoming extremely widespread, and has gained prominence in the following industries (although to be clear, this list is not exhaustive by any means): personal financial advisory, HVAC (heating, ventilation, air conditioning), dental medicine, veterinary medicine, car washes, automotive aftermarket and repairs, and many more.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. Stay tuned for the next blog post, which will discuss the anatomy of a transaction – “How Transactions Are Structured.”

Private Equity 52

Private Equity Equities Insurance Business 52

Accenture Capital Markets

SEPTEMBER 5, 2023

1] [link] [2] [link] The post Lead with advice and let products take a backseat appeared first on Accenture Capital Markets Blog. If you would like to discuss this topic further or get additional information, please email capital.markets@accenture.com. [1]

Consulting 83

Consulting Management Capital Market IT 83

Cooley M&A

FEBRUARY 8, 2018

As an example, for California specific requirements, see our prior blog post Non-Competes for California Employees in M&A Deals: Don’t Fudge It. See our prior blog post No Harm, but Foul: Process Considerations for “Interested” Transactions ). 280G Gross-Ups in Public Company Sales.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Focus Investment Banking

JULY 24, 2023

The company didn’t have a board of directors or a formalized advisory board, which isn’t uncommon for early-stage companies, but as CPFD matured, it lacked senior professionals who could provide growth expertise. How has working with companies like CPFD informed your advisory practice?

Sale 52

Sale Advisory Consulting Business 52

Sica Fletcher

SEPTEMBER 25, 2019

In our last blog , we cited two examples of companies of various sizes that have raised private equity capital. About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. This is true whether your firm is the acquisition vehicle or part of a larger acquisition vehicle.

Private Equity 52

Private Equity Equities Insurance Capital 52

Wizenius

JUNE 5, 2023

In this blog post, we will highlight five essential keywords that you should incorporate into your resume to increase your chances of getting those sought-after investment banking interview calls. Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Why do I blog about this today? The post The importance of ethics to wealth management firms in the digital age appeared first on Accenture Capital Markets Blog. Accenture’s sustained commitment to ethical practices has placed us on Ethisphere’s list of World’s Most Ethical Companies for the last 10 years.

Management 52

Management Collaboration Business Capital Market 52

Sun Acquisitions

JANUARY 24, 2022

It’s important for buyers to enter into these negotiations with a good M&A advisory team and a healthy dose of skepticism and flexibility. Takeaway : “ You don’t want to miss out on the work in process or working capital needs because it can have a real swing in the overall enterprise value.”. The Bottom Line.

M&A 98

M&A Mergers and Acquisitions Business Acquisitions 98

Accenture Capital Markets

MAY 9, 2023

However, the attractiveness of the recordkeeping business is waning for many providers: administration fees have continued to decrease, and the value that was once captured in fund advisory has been largely eroded with the rise of passive products. Thanks to my colleague David Mallett for contributing to this blog.

Management 52

Management Investment Funds Business 52

Focus Investment Banking

JUNE 21, 2024

About FOCUS Investment Banking FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide. “We continue to see strong buyer interest for quality assets in the industrials space and having the opportunity to introduce our clients to an extended network of quality potential buyers is invaluable.”

Investment Banking 52

Investment Banking M&A Middle Market Banking 52

Sun Acquisitions

FEBRUARY 7, 2022

Therefore, consider contacting an experienced M&A advisory team today. So, if you want Day 1 to go smoothly the work begins with thorough and careful planning of how you will handle the human element. If you’re thinking of an M&A and need to discuss your options with an expert, don’t hesitate to contact us.

Acquisitions 79

Acquisitions Mergers and Acquisitions M&A Mergers 79

Focus Investment Banking

AUGUST 13, 2023

FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. Anna can be contacted at anna.brumbywhite@focusbankers.com.

Business 52

Business Financial Statement Mergers and Acquisitions Sale 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. We thought it would be helpful to write a blog post outlining how acquisitions are typically structured in the current environment.

Private Equity 52

Private Equity Insurance Equities Management 52