This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. He is also the host of the Buy, Grow, Sell podcast.
Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S. Sojitz conducts businesses such as manufacturing, selling, importing, and exporting a multitude of products. Freestate has annual revenue of approximately $300 million.
1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies.
2Q 2024 M&A Report : This quarter there was a noticeable increase in demand for specialized business services within middle market M&A transactions. This period also saw a rise in competition, with boutique consulting firms focusing on specific niches and providing innovative strategies to adapt to changing market conditions.
Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. and Northern Virginia markets. For more information, visit www.encorefireprotection.com.
Beyond that experience, bankers look for the same qualities as always: High grades, a good university or business school, previous finance internships, and networking and interview prep. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples.
The full list changes over time because banks get acquired, go out of business, and change their focus – while other banks make acquisitions and grow organically. For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets.
Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group. Smith School of Business of the University of Maryland. Tim holds a B.S.
Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team. A native of Rockville, Maryland, Miles holds a B.A.
This article was originally published on June 8, 2023 on the I-95 Business website. Selling your business may be one of the most pivotal events of your life. While you might be tempted to go it alone, experience shows that business owners achieve the optimal results when they partner with knowledgeable advisors to sell the company.
This article was originally published on December 1, 2023 on the I-95 Business website. If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. This figure helps the buyer determine if the business is operationally efficient and adequately funded.
When you decide to sell your business, it is likely you will generate interest from various types of buyers. PE firms invest in a business in one of two ways: as a platform company (which serves as a foundation upon which to add other businesses) or as an add-on to an existing platform company.
When you decide it is time to exit your business, the top question on your mind is likely to be, “How much can I sell the company for?” Maybe you read about a recent deal for a similar business or heard rumors about how much a colleague’s company sold for. Most owners enter the sale process with a figure in mind.
As a business owner, you probably envision selling your company eventually and enjoying the fruits of your labor. What you probably do not envision is turning down an unsolicited offer to buy the business. Having a business valuation conducted periodically ensures you have a point of comparison if an unsolicited offer comes along.
Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. CALL OUR TEAM Why Sica | Fletcher?
Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. Greenhill has a reputation for working on some of the largest and most complex transactions and it complements our business.” GHC) for about $550 million. The deal combined Mizuho, No.
The family office purchased both the business and the associated real estate. Peppy’s excels in its market by offering a fleet program and budget-friendly membership plans that bring down the cost for customers while generating repeat business. For more information, visit www.ccabalt.com or call 410.537.5988.
In his new role with CCA, Knott will source M&A opportunities and lead investment banking engagements on behalf of middle market clients, developing and implementing effective strategies for taking the business through the next phase of its journey.
For several years leading up to the sale, the CCA corporate advisory team worked closely with Rendia to increase shareholder value, optimize the business’s valuation, and position the company for the best sale outcome. Tim Hodge, Daniel Fitzgerald, and Amanda Chong of Nelson Mullins served as Rendia’s legal counsel.
A CEO with chronic health issues may worry that their condition will interfere with running the business, or they could simply be looking to retire. personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Market/Business Environment. Financial Need.
Feffer’s three decades of experience in federal contracting and business development, specifically with the DoD and the broader intelligence community, will prove instrumental in leading Vetegrity going forward. “I want to extend my sincere appreciation to the CCA GovCon team. Learn more at www.vetegrity.com.
This article was originally published on August 9, 2024 on the I-95 Business website. The government contracting sector has grown rapidly in recent years, and that trend might have you thinking about selling your government contracting business. On the other hand, low capital-expenditure businesses tend to be labor dependent.
The existing relationship will help accelerate the integration and growth of the businesses. QI Services, KI Services, and PCH Logistics have a longstanding relationship with Allstates WorldCargo, as they have worked together over a number of years to jointly service clients. For more information, visit www. allstates-worldcargo.com.
a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms.
Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. If you are looking to sell your business, PE firms are likely to be among the interested buyers. This is often called a “buy and build” approach.
The family office purchased both the business and the associated real estate. Peppy’s excels in its market by offering a fleet program and budget-friendly membership plans that bring down the cost for customers while generating repeat business. For more information, visit www.ccabalt.com or call 410.537.5988.
This article was originally published on October 7, 2023 on the I-95 Business website. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome. The fact is that great deals are still happening for A+ companies.
. – Quoted in the Los Angeles Business Journal M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome BY STEVE CRIGHTON FEBRUARY 2, 2024 – Los Angeles, CA – Aaron Solganick, CEO and Founder of Solganick & Co. For more information, please contact us.
trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3 As conditions have changed, so has the focus of PE groups.
Managing cash flow effectively can make or break a business. Net Working Capital (“NWC”) is closely scrutinized, as it is a key indicator of a company’s operational efficiency and its ability to keep the business adequately funded. This ensures that the business is handed over with a predefined level of NWC.
Former BlackRock Aladdin business development managing director for EMEA, Keith Viverito, joined Clearwater Analytics to support its global expansion plans. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment.
Our team greatly appreciated the opportunity to partner with SSATI and help this leading govcon business acquire a company that will greatly expand its capabilities and turbocharge its growth in the government contracting space,” Spears said. The law firm of Offit Kurman served as legal counsel to SSATI. Learn more at www.datasynctech.com.
If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business. As a seller, you will want to be realistic about which route is better for your business in the long-term.
To discuss any business or transaction matter, reach out to Chris, Sean or any member of the Periculum Capital Company team ( www.periculumcapital.com/team/ ). The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. takes a “business sensibility” approach when advising clients.
Putting the right team in place would allow McEntee to focus on running the business he was selling, planning for the future of business he was retaining, and being available during critical points in the transaction where he was needed. What you had was a synthesis of leadership specific to every concern,” said Devereux. “I
There are multiple paths to growing a government contracting business, and each is influenced by the founders’ thinking patterns. The business operated stably for a few years, then revenue stagnated at $20 million and earnings peaked at 10%. Recently, those figures began drifting downward.
The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space.
And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Therefore, a scalable business model or records of untapped markets are an ideal feature of any agency going to market. A Growth in Owner Equity.
Early-stage software businesses may reach a point where they seek resources to help accelerate growth and execute business goals. Software companies may choose a financing option based on their current cash flow, existing debt-to-equity ratio, future growth goals, or accessibility of financing sources for their business.
Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). OK, But What Was the Catalyst for the Run on Credit Suisse? Klein & Co.
Buyers now see agencies and brokerages as more resilient investments, due in part to the inherent necessity of insurance, as well as structural changes in their tech stack and business model that increase their resistance to macroeconomic strain. Changes in the buyer pool. When selecting an advisor, consider the following: Reputation.
The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep. Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. are also active in renewables.
Chesapeake Corporate Advisors (CCA) continues to expand its reach and scope, adding Business Services to its areas of industry focus for investment banking and corporate advisory services. The formalization of a Business Services team was a natural next step for CCA, which has closed 60+ transactions in this sector since its inception.
With a career path that started unexpectedly in college through managing Facebook posts for a PR firm, Brian built and exited his first business right after graduation. Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination.
We organize all of the trending information in your field so you don't have to. Join 38,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content