Advisory Broker Engineering 
Sun Acquisitions
APRIL 7, 2022
CSI is a leader in the sourcing and distribution of engineered component parts and assemblies serving OEM’s and is based in Charlotte, NC. Sun also provided advisory services throughout the diligence period. CSI is owned by private equity firm Argosy Capital based in Wayne, PA.
How2Exit
FEBRUARY 18, 2024
He holds multiple credentials in the business acquisition space and founded Bison Business, specializing in sell-side representation and advisory services for business transactions. Clint's pivot into the brokerage world and his mission to rectify his initially unimpressive encounters with business brokers are candidly discussed.
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How2Exit
JUNE 16, 2024
E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. Neal’s advisory role includes helping clients navigate these choices to optimize their financial strategy.
Francine Way
JULY 7, 2017
They react to opportunities from external sources (investment bankers, deal brokers / advisors, investors, analysts, or potential targets’ senior management) who came to peddle deals; rather than acquire to support overall strategy, leverage strengths, and reduce weaknesses. This approach has the advantages of: Freeing up company’s resources.
How2Exit
MARCH 23, 2023
Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. The next step is to reverse engineer a pathway to those goals. Additionally, it is important to be cautious when working with a broker.
Sun Acquisitions
JANUARY 10, 2022
They are equipped with an experienced team and the engineering and prototyping capabilities to serve any needs of a customer. 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.
The TRADE
JULY 7, 2023
How are client demands of prime brokers shifting? That edge often comes from a fund’s partners like prime brokers, who can facilitate lending and trading strategy implementation, and offer tools for pulling real insights from the troves of data that are a byproduct of proper market engagement.
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