How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Sica Fletcher

APRIL 11, 2024

Our advice to a legacy-minded seller is to seek out transactions that will keep them on with the agency as an employee or an outside consultant for a few years to smooth out the changes in management. Generally, these fall into two distinct categories of advisory firms or investment banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Focus Investment Banking

AUGUST 15, 2023

Mr. McCraw has over 30 years experience serving clients with mergers & acquisitions, advisory services, and business consulting, in addition to starting two businesses of his own and serving as a private company executive. He will be joining the Food & Beverage and Business Services groups.

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

JULY 13, 2023

Finally, the guests discuss the current market trends in private equity and capital raising. They mention that brokers may not always have the necessary credentials to provide advisory services, so it is important to differentiate between brokers and advisory groups when seeking assistance.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Razorpay

DECEMBER 15, 2024

The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs. After an initial consultation, the private banker assesses John’s financial situation and develops a customized wealth management plan.

Bank 52

Bank Banking IT Management 52

Focus Investment Banking

SEPTEMBER 10, 2023

FOCUS Investment Banking has been providing M&A advisory services to business owners and investors in the Business Services sector for more than three decades. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments. We’re here to help.

Business 52

Business Mergers and Acquisitions Management IT 52