Lake Country Advisors

FEBRUARY 25, 2024

In this intricate arena, the expertise of business brokers and M&A advisors is not just valuable — it’s often a crucial determinant of success. Specializing in the sale and purchase of small to medium-sized businesses, business brokers play a pivotal role alongside M&A advisors, who navigate larger and more complex transactions.

Broker 52

Broker M&A Business Mergers and Acquisitions 52

Global Newswire by Notified: M&A

JUNE 27, 2024

SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-affiliated advisors.

Capital 45

Capital Management Advisory Broker 45

How2Exit

DECEMBER 11, 2023

rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Sun Acquisitions

JULY 13, 2022

Since 1983, Larry’s has met the growing need for transportation solutions from ocean lines, brokers, importers, and freight forwarders. Matt Brunstrum, Senior Advisor of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement. Larry’s Cartage Co, Inc.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

Sun Acquisitions

FEBRUARY 9, 2022

Larry Sanderman, Managing Director of Sun Acquisitions, led this successful Buy-Side engagement for RTS, which generated Elytus as one of many proprietary deal flow opportunities. is pioneering a better way to manage waste and recycling (www.rts.com). About Recycle Track Systems, Inc. Recycle Track Systems, Inc.

Acquisitions 92

Acquisitions Mergers and Acquisitions M&A Management 92

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Sun Acquisitions

APRIL 28, 2022

He has also owned a technology services firm that provides managed IT services and cybersecurity. Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “Mike is a welcome addition to our team with his extensive experience in mergers and acquisitions.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

MARCH 8, 2022

Matt Brunstrum was the lead advisor and managed all aspects of this client engagement. 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.

Profitability 98

Profitability Sale Business Acquisitions 98

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business 52

Business Profitability Debt Shares 52

Sun Acquisitions

MAY 3, 2022

Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “I have known Ken for many years and I’m excited to have him join our growing team of M&A advisors. Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

APRIL 18, 2022

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. An experienced M&A advisory firm in your corner means having the necessary support and counsel at hand when you most need it. Telling employees too soon can prove fatal.

Business 98

Business M&A Broker Sale 98

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sun Acquisitions

FEBRUARY 27, 2024

Larry Sanderman, Managing Director of Sun Acquisitions, will be the lead advisor for these client engagements. With a team of seasoned professionals, Sun Acquisitions offers comprehensive advisory services to guide clients through each stage of the sale or acquisition process.

Acquisitions 59

Acquisitions Mergers and Acquisitions Manufacturing Advisory 59

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Learn more at SicaFletcher.com. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Learn more at SicaFletcher.com. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

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. Management: How strong is target’s management?

M&A 130

M&A Acquisitions Consulting Capital 130

Sun Acquisitions

FEBRUARY 24, 2023

With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions.

Middle Market 52

Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Sun Acquisitions

JUNE 15, 2023

Larry Sanderman, Managing Director, led this Buy-Side campaign which produced numerous leads for our client. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

The TRADE

MAY 20, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi became the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

Sale 64

Sale Asset Management Trading Investment Banking 64

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Sun Acquisitions

APRIL 4, 2023

Sun also provided advisory services throughout the diligence period. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations. After the sale of the business, Larry noted, “Custom Cylinders, Inc.

Sale 52

Sale Acquisitions Mergers and Acquisitions Advisory 52

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.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

Sun Acquisitions

JULY 31, 2024

The Sun Acquisitions team, led by Domenic Rinaldi and Kevin Collins, are the elite brokers in the industry”, stated Valerie Whitlow (Owner of Chain O’Lakes Transportation. They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart”. Thinking of Buying or Selling a Business?

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 59

Sun Acquisitions

APRIL 18, 2024

Equipped with a proficient management team, this niche catering business has grown significantly by delivering healthy, high-quality, organic meals to daycare centers, senior care facilities, and government establishments.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Food 59

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. John D’Agostini was appointed co-head of investment banking, joining Clear Street from JonesTrading, where served as managing director, investment banking for over 12 years.

Trading 64

Trading Investment Banking Bank Banking 64

The TRADE

JULY 13, 2023

New York-based independent prime broker Clear Street is set to expand into the futures market – subject to regulatory approval – with the acquisition of software developer, React Consulting Services. All new employees will report directly to Kumar.

Advisory 52

Advisory Investment Banking Acquisitions Equities 52

The TRADE

OCTOBER 18, 2024

Year-to-date, we’re seeing for the first time in many years a notable uptick in new fund launches and spin outs from bigger places,” says Jack Seibald, managing director, co-head of Marex prime services and outsourced trading. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3%

Funds 69

Funds Broker Bank Banking 69

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.

Investment Banking 52

Investment Banking Middle Market M&A Bank 52

Successful Acquisitions

AUGUST 17, 2023

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming.

Broker 52

Broker Advisory Business M&A 52

Sun Acquisitions

MARCH 1, 2024

A leading provider of commercial food-service furniture solutions initiates sell-side engagement managed by Sun Acquisitions. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Food 59

Food Mergers and Acquisitions Acquisitions Middle Market 59

Sun Acquisitions

FEBRUARY 26, 2024

Our expertise in managing transactions across various industries ensures a seamless and confidential sale process, enabling business owners to focus on their core operations. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Medical 52

Medical Mergers and Acquisitions Middle Market Acquisitions 52

Sun Acquisitions

APRIL 2, 2024

with advisory services throughout the diligence period. With a track record of over 400 successfully managed transactions across diverse industries, Sun Acquisitions is widely recognized as a leading M&A advisory firm in the Midwest. Additionally, Sun Acquisitions continued serving Griffin Products, LLC.

Manufacturing 59

Manufacturing Sale Acquisitions Mergers and Acquisitions 59

Lake Country Advisors

AUGUST 7, 2023

In this regard, engaging with professional business brokers like Lake Country Advisors can comprehensively evaluate your business performance. Our team of experienced brokers can ensure a detailed and objective assessment, highlighting your strengths and identifying areas for improvement.

Business 96

Business Sale Negotiation Broker 96

Sun Acquisitions

MAY 2, 2024

Domenic Rinaldi, managing partner of Sun Acquisitions, emphasizes Mike’s expertise, stating, “Mike Walton brings a wealth of experience and strategic insight to this engagement, ensuring our client receives unparalleled guidance throughout the transaction.”

Acquisitions 59

Acquisitions Mergers and Acquisitions M&A Middle Market 59

Sun Acquisitions

JUNE 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with Gates Washer and Manufacturing Company. Holdings goal is to acquire, manage and grow small businesses by utilizing the existing cash flows generated by their family of companies. Holdings, Inc. About C.O.I. Holdings, Inc.

Manufacturing 52

Manufacturing Sale Acquisitions Mergers and Acquisitions 52