Focus Investment Banking

JULY 24, 2023

It had a great customer base and recurring revenue backed by renewable contracts and had reached profitability without investment capital. What strategic options did you consider in collaboration with the owners? How has working with companies like CPFD informed your advisory practice?

Sale 52

Sale Advisory Consulting Business 52

Solganick & Co.

OCTOBER 6, 2023

Consider factors like revenues by type, growth rates, gross profit margins, EBITDA and potential adjustments (positive and negative), customer concentration, intellectual property, client and revenue retention rates, comparable companies that have recently traded, public companies in the sector, and other industry benchmarks.

Sale 52

Sale Business Valuation M&A 52

Focus Investment Banking

MAY 15, 2023

We quickly agreed on next steps -- a hands-on approach where I would craft, lead and guide a phased collaborative solution process, while they would approve and lead the execution of the agreed upon change strategies within the company. What strengths stood out in the business?

Sale 52

Sale Business Healthcare Management 52

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 presence of both talented entrepreneurs and individuals solely motivated by profit further complicates the industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Tyton Partners

JUNE 20, 2023

We interviewed Cecilia Conrad, CEO of Lever for Change, for this month’s Voices of Impact interview to hear about what’s next for the organization, particularly their collaboration with McKenzie Scott. The winning solution then receives a sizable, unrestricted cash infusion.

Funds 52

Funds Education Utilities Profitability 52

Cooley M&A

JANUARY 25, 2023

These buyers seemed reluctant to acquire development-stage programs with high funding requirements and inherent risks of failure that would cut into profits (and not necessarily solve more near-term revenue issues) during a particularly volatile macroeconomic environment.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

M&A Leadership Council

JUNE 18, 2024

Facilitate collaboration and information sharing among team members. Operational Risks: - Operational Efficiency: Analyzing the efficiency and effectiveness of the target's operations Assign roles and responsibilities to each team member. Ensure representation from all critical functional areas.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

M&A Leadership Council

JUNE 18, 2024

Facilitate collaboration and information sharing among team members. Operational Risks: - Operational Efficiency: Analyzing the efficiency and effectiveness of the target's operations Assign roles and responsibilities to each team member. Ensure representation from all critical functional areas.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 40

Software Equity Group

APRIL 9, 2024

Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. Nonetheless, they will collaborate closely with you, relying on your provision of accurate information. Retention came in as the second-most important metric after growth.

Negotiation 52

Negotiation M&A Investors Shares 52

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

Devensoft

AUGUST 22, 2023

By considering all relevant financial factors, the Enterprise Value Calculator allows you to gauge a company’s ability to generate future cash flows and assess its potential for growth and profitability. Collaborate with financial experts, investment bankers, and industry professionals to gain additional insights and perspectives.

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] One member of the board, Kimbal Musk, was Elon Musk’s brother. Musk’s initial proposal was the only one seriously considered until Musk’s second proposal, which he unilaterally offered.

Negotiation 64

Negotiation IT Consulting Profitability 64

Software Equity Group

APRIL 4, 2023

Many marketing departments work in silos – I encouraged cross-functional collaboration with sales, product development, and customer success. This collaborative approach helped ensure marketing efforts aligned with business objectives and the organization was working towards a common goal.

Sale 52

Sale Book-building Business M&A 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. These entrepreneurs are individuals who buy businesses with the intention of improving them and selling them for a profit within a few years.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Devensoft

AUGUST 24, 2023

Unlike traditional external collaborations, where integration efforts may be outsourced or guided by external consultants, the internal integration model places the reins of control squarely within the capable hands of the organization itself. This blueprint serves as a roadmap for the entire integration journey.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Software Equity Group

APRIL 23, 2024

Why Buyers and Investors Embrace AI Buyers and investors are particularly attracted to AI within SaaS due to its potential to significantly enhance scalability, efficiency, and profitability. Qualtrics is a provider of AI-based experience management SaaS and represents Silver Lake’s largest deal to date.

M&A 52

M&A Investors IT Business 52