How2Exit

AUGUST 12, 2024

Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized. Growth Challenges: Insights into managing unexpected expenses and cash flow challenges post-acquisition are discussed. Notable Quotes: "I love entrepreneurship.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Periculum Capital

JUNE 6, 2023

The team crafted a curated buyers list, positioning the Company as a mission-driven community leader and differentiated language service provider with noteworthy nationwide brand equity that both strategic and financial buyers could leverage as a platform for growth.

Sale 52

Sale IT Advisory Corporate Finance 52

Successful Acquisitions

FEBRUARY 7, 2023

is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. Capstone Strategic, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Advisory Financial Analysis 52

Solganick & Co.

MARCH 10, 2025

The expertise, innovation, and collaborative culture weve fostered have laid a strong foundation for our transition to Accordion, where we are fully aligned in core values. Visit www.kavaliro.com About Accordion Accordion is a financial consulting firm uniquely focused on private equity.

Consulting 40

Consulting Sale IT M&A 40

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The transcript also highlights the importance of collaboration and effective communication throughout the negotiation process.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Peak Frameworks

SEPTEMBER 19, 2023

This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Focus Investment Banking

JULY 24, 2023

The company didn’t have a board of directors or a formalized advisory board, which isn’t uncommon for early-stage companies, but as CPFD matured, it lacked senior professionals who could provide growth expertise. What strategic options did you consider in collaboration with the owners?

Sale 52

Sale Advisory Consulting Business 52

Solganick & Co.

DECEMBER 21, 2023

With the deal, which is expected to close by the end of the month subject to customary closing conditions, Snowflake gains an established “data clean room” platform that lets businesses securely share, collaborate on and gain insights from their and their partners’ data, regardless of the underlying data stack. billion, including debt.

M&A 52

M&A Private Equity Capital Entertainment 52

Solganick & Co.

OCTOBER 6, 2023

Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors. Transition and Handover (Integration): Collaborate with the buyer for a seamless transition, ensuring continuity in operations, product delivery, and customer relations. Solganick & Co.

Sale 52

Sale Business Valuation M&A 52

Tyton Partners

JULY 19, 2023

This comprehensive examination of student support services in higher education underscores the critical importance of prioritizing equity and excellence to ensure the provision of high-quality education. For more information visit [link].

Education 52

Education Collaboration Management Equities 52

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. Investment Banking Activities Investment banks have a dual role; they provide advisory services to corporations and governments and raise capital by issuing and selling securities in the capital markets. Investment Banks: Institutions like Goldman Sachs and J.P.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Successful Acquisitions

MARCH 8, 2023

To arrive at a good solution here, a business owner must be introspective and collaborative with the people to whom he or she feels closest. Still another option would be a buyer that offered a seller an equity position in the combined company going forward. Brian Goodhart is Capstone’s Director of M&A Advisory Services.

Business 52

Business M&A Sale Shares 52

Tyton Partners

JUNE 21, 2023

We have long seen that digital learning, implemented well, can provide greater access to learner data for educators, support improved learning for students and be a key tool to address equity gaps.

Education 52

Education Collaboration Investors Shares 52

Software Equity Group

APRIL 23, 2024

A few examples of buyer and investor interest in AI are listed below: Private Equity Investments in AI: Silver Lake, in partnership with Canada Pension Plan Investment Board (CPP), acquired Qualtrics International for $12.25B (8.8x EV/TTM Revenue).

M&A 52

M&A Business Investors IT 52

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity.

Negotiation 52

Negotiation M&A Investors Shares 52

Cooley M&A

JANUARY 25, 2023

Moreover, going-public transactions between life sciences companies and special purpose acquisition companies (SPACs) decreased significantly in 2022, with fewer investors willing to participate in private investments in public equity (PIPEs) as part of a de-SPAC transaction.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Strategic Advisory Approach: When advising clients in the automotive aftermarket/collision sector, what is your typical strategic approach?

Sale 52

Sale Business M&A IT 52

Tyton Partners

JUNE 20, 2023

The organization, which launched out of the MacArthur Foundation, has deployed its methodology across a range of issues, from racial and gender equity, to democracy, to economic opportunity. Lever for Change , rather than catalyzing novel solutions, has looked to use incentive prizes to scale programs that are already proven to work.

Funds 52

Funds Education Utilities Profitability 52

Software Equity Group

APRIL 4, 2023

After hitting $12M in ARR, our founders decided to consider equity recapitalization to drive next-level growth. Many marketing departments work in silos – I encouraged cross-functional collaboration with sales, product development, and customer success. Scaling ARR to $100M and Beyond This was the situation we faced at iOffice.

Sale 52

Sale Book-building Business M&A 52

Devensoft

AUGUST 22, 2023

As opposed to merely focusing on the market capitalization, which only accounts for the company’s equity value, the Enterprise Value Calculator considers the company’s debt, cash, and other financial liabilities. This holistic approach to valuation provides a more accurate representation of a company’s overall worth.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The court found that the board, rather than negotiating against Musk, cooperated with him, working alongside him “almost as an advisory body.” [12] Though the process ultimately took nine months, the pace was unilaterally set by Musk, who “artificially [compressed] the work into short bursts that took place when he wished to move forward.” [9]

Negotiation 64

Negotiation IT Consulting Profitability 64

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130