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Simon Bedard: Founder of Exit Advisory Group on Helping Business Owners Exit Well

How2Exit

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.

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Rendia, Inc. Acquired by PatientPoint

Chesapeake Corporate Advisors

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.

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Whitney Bailey Cox & Magnani, LLC Acquired by TranSystems Corp.

Chesapeake Corporate Advisors

This acquisition brings together two highly respected firms with a shared commitment to delivering innovative solutions to our clients,” said WBCM President Marco Legaluppi. “We With 225 dedicated employees, WBCM will join the TranSystems national 1,500-person workforce. “We

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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?

Mergers and Inquisitions

per share when it was trading above $8.00 But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis.

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Know Your Insurance Agency: Purchase Price Calculations

Sica Fletcher

new technology, active competitors, regulatory/compliance changes) can affect the market shares of all participants. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. The most important factors to keep in mind when considering valuation multiples are: Industry Landscape.

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Five Factors Are Driving Private Equity Investment in Middle Market Companies

Chesapeake Corporate Advisors

The transition is most effective when the investor and the business owner share a common vision for the company’s future. These investors acquire a majority or full stake in the business, facilitate the transition to a new or expanded management team, and implement strategies to drive growth and sustainability.

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Should I Sell My Insurance Agency?

Sica Fletcher

Other times, they are hoping to use their share of the sale to alleviate personal debt. 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. Are looking for a career change. Let’s Talk.