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Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. in its sale to Assured Partners. CALL OUR TEAM Why Sica | Fletcher?
Le Prevost highlighted that the merger will pave the way for both firms to capitalise on opportunities and take their business to the next level. “[…] Combining the financial strength of Atlas Merchant Capital with our culture of employee ownership is a highly compelling proposition.
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.
Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.
They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation. Finally, the guests discuss the current market trends in private equity and capitalraising.
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.
Doing so can increase sales and make marketing campaigns more efficient. Sales and Marketing: Using the information it gathers and analyzes on each individual customer, AI can then generate highly targeted, personalized marketing campaigns, including written content, logos, and other messages, even photos and videos.
Minority investors aim to increase value and earn a return on their investment when your business undergoes additional transactions down the line, whether through additional capitalraises, acquisition, or an initial public offering (IPO). You benefit from your investor or buyer’s standing, reputation, and guidance.
After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. Time to scale Things were going well, and we needed an injection of capital to support our ambitious growth plans. A selection of Innovate’s food.
In technology, as a startup keeps raisingcapital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capitalraised until much later in the process (i.e.,
Business owners should start by evaluating their financial structure, understanding fair market rent, and optimizing operations before considering a sale. Giorgio emphasizes that having a clear succession plan, even if an immediate sale isnt in the works, can significantly impact long-term profitability and stability.
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