Chesapeake Corporate Advisors

MARCH 4, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The Strength of the Consumer Keeeps the Economy Resilient The University of Michigan Consumer Sentiment Index value for December was 78.8, the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Corporation Boutique 52

Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation 98

Corporation Investment Banking Healthcare Advisory 98

Chesapeake Corporate Advisors

NOVEMBER 14, 2024

AMA CEO Todd Woerner commented, “CCA was integral in achieving a successful sale of AMA. We are grateful for their invaluable advice, deal leadership, and the efficiency with which they ran the sale process. The laboratory receives samples from Maryland, Virginia, the D.C. region, New York, Pennsylvania, Minnesota, and Puerto Rico.

Investment Banking 52

Investment Banking Corporation Advisory Sale 52

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

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Capital Sale Asset Management Management 64

Periculum Capital

NOVEMBER 15, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. in its Sale to Global Tungsten & Powders Corp, U.S.

Sale 52

Sale IT Government M&A 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

Advisory 52

Advisory Corporation Investment Banking Healthcare 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

Business 52

Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

“CCA provided exceptional guidance and support, ultimately leading to a successful outcome.” “The CCA investment banking team was honored to guide Steve Misotti and Tim Pirtle through a sale process that culminated in an excellent outcome for all three companies,” said Maskell. For more information, visit www. allstates-worldcargo.com.

Transportation 52

Transportation Capital Investment Banking Corporation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.synergyecp.com.

Capital 52

Capital Engineering Investment Banking Corporation 52

Mergers and Inquisitions

OCTOBER 16, 2024

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.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Due Diligence Preparation As the saying goes, time kills all deals.

Business 52

Business Negotiation Investment Banking Corporation 52

Chesapeake Corporate Advisors

JULY 10, 2023

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. LionTree and Allen & Co.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

The sale proceeds that the seller contributes to the transaction, which is commonly referred to as rollover equity , provides an opportunity at a “second bite of the apple” when the PEG later sells the company in a 3–5-year time horizon. US PEGs still have approximately $1.1

Private Equity 52

Private Equity Equities IT Investment 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

While that might sound like an easy path to success, a single-buyer sale process never favors the seller; it shifts all the leverage to the buyer. Given how attractive your sector is to PE investors, if you engage in a competitive sale process you will likely have multiple interested buyers, and that typically translates to a better deal.

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Private Equity Government Investors Equities 52

Chesapeake Corporate Advisors

MAY 2, 2023

Most owners enter the sale process with a figure in mind. Additionally, if you decide to roll equity to get a “second bite of the apple,” through a subsequent sale, it will result in less cash today but provides additional upside down the road.

Business 52

Business Investment Banking Corporation Advisory 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Before you begin the sale process, it is critical to think about what an ideal outcome looks like for you and the company. The timing of the second sale will depend on when the platform company achieves the desired growth targets and investment returns, but it typically averages five years. How Do You Envision Life Post-Transaction?

Business 52

Business Equities Debt Corporation 52

Chesapeake Corporate Advisors

MAY 24, 2024

Additionally, at the exit of the investment period, the value of retained ownership increases with debt repayments and equity appreciation resulting from both organic and inorganic growth, making liquidity generated at exit typically more meaningful than the initial sale – an event often referred to as “the second bite of the apple.”

Middle Market 52

Middle Market Private Equity Equities Investment 52

Chesapeake Corporate Advisors

MAY 4, 2023

An offer that is significantly higher or lower than your most recent valuation can be a red flag. How does this offer compare to recent sales of comparable companies? After spending years building a business and a brand, you need to know and be aligned with the buyer’s plans for the company post-sale.

Business 52

Business Mergers and Acquisitions Corporation Sale 52

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. The table below outlines a few key criteria that you should consider before going through with a sale: Should I Sell My Insurance Agency? Are looking for a career change. Personal Considerations How Much Is My Agency Worth? Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 2024

It takes a disciplined process to execute a company sale effectively—from the initial discussion about your business and what drives its value, through negotiating and closing the transaction. This ensures you will receive personalized attention, continuity, and the benefit of decades of experience.

M&A 52

M&A Investment Banking Negotiation Investment 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

When a PE firm purchases a business, the intent is to grow the company substantially (through organic growth and acquisitions) and quickly (usually within three to seven years) with the goal of a successful sale, to another PE firm, a strategic buyer, or through an Initial Public Offering (IPO).

Private Equity 52

Private Equity Equities Investment Business 52

Sica Fletcher

JUNE 14, 2024

if they have an especially high growth potential or future marketing plan that would entice buyers into a more lucrative sale. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Some smaller agencies, for example, might get a higher multiple than 6.1x

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 11, 2024

Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Broker 52

Broker Insurance Valuation M&A 52

Sica Fletcher

MAY 29, 2024

As the first and only boutique M&A advisor to manage deals of over $1B, Sica | Fletcher has represented so many insurance agencies that we are considered “market makers” by industry experts, which makes us an ideal partner in your sale.

M&A 52

M&A Insurance Equities S&P 52

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. In contrast, others are interested in liquidating 100% of shares in a sale and exiting the company.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

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