Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. In this post, we’re going to address what these are, some of the challenges to expect, how to sell the equity, and who to sell it to. Selling equity – the good, the bad, the ugly.

Equities 52

Equities Business Broker Investors 52

Solganick & Co.

FEBRUARY 16, 2022

in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Aaron Solganick and his deal team know the data analytics and IT consulting sectors very well. Solganick & Co.

Consulting 52

Consulting IT Sale M&A 52

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. Sun also provided advisory services throughout the diligence period. 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.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Solganick & Co.

DECEMBER 20, 2024

Focus on Data Analytics and AI: Increased M&A activity in the data analytics sector, particularly around emerging technologies like generative AI and data analytics software and consulting services. Cybersecurity Concerns: The increasing complexity of cybersecurity threats is leading to consolidation in the cybersecurity sector.

M&A 52

M&A IT Mergers and Acquisitions Valuation 52

How2Exit

APRIL 29, 2024

In her conversation with Ronald Skelton, Tina unveiled vital strategies pertaining to mergers and acquisitions (M&A), and shared her transition towards consulting with an equity-focused lens. Later, within the competitive London market, Tina successfully acquired, ran, and exited a group of beauty salons.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Periculum Capital

OCTOBER 20, 2021

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Revelant Technologies (“Revelent” “Company”), a leading Mulesoft implementation and integration partner, in its recapitalization and growth equity investment by Inoca Capital Partners, LLC. appeared first on Periculum Capital.

Capital 52

Capital Equities Investment Advisory 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. In return, you will agree to roll over as much as 20-35 percent of the deal value as equity in the new business.

Private Equity 52

Private Equity Equities Investment Business 52

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. How can you take advantage of the dramatic upsurge of private equity investment in the insurance brokerage?

Private Equity 52

Private Equity Equities Insurance Business 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. Give us a call at 516.967.1958 or reach out today if you would like a consultation.

Insurance 52

Insurance M&A Private Equity Advisory 52

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

Healthcare 147

Healthcare Investment M&A Business 147

Lake Country Advisors

OCTOBER 31, 2024

Key Considerations Before Buying In: Equity and Ownership : Determine what percentage of the business you’re acquiring, as it will influence your role in decision-making, profit distribution, and overall control within the company. Defining Your Level of Involvement Decide if you want to be hands-on in operations or prefer an advisory role.

Business 52

Business Profitability Debt Shares 52

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. With this move, Clear Street’s offering will finance US equities, options, fixed income, and futures.

Advisory 52

Advisory Investment Banking Acquisitions Equities 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Equiteq

APRIL 6, 2023

New global studies of both suggest that heightened private equity interest will see deal rates maintain higher levels in the coming year, too. Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy.

M&A 52

M&A Private Equity Advisory Consulting 52

Periculum Capital

MAY 14, 2024

Bill and Janell Voss co-founded Micro-Dyn in 1989 and since then health plans, providers, consultants and other customers have relied upon Micro-Dyn for complex data validation, grouping and reimbursement calculations software that incorporates the data and specifications from the Centers for Medicare & Medicaid Services.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

How2Exit

JUNE 10, 2024

Senator and transitioned into the financial sector with Ernst and Young in their consulting group. Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. Michael holds a CPA and an MBA from George Washington University.

Investment Banking 100

Investment Banking Business Investment Banking 100

Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. Typically, M&A transactions involve converting target equity awards into buyer equity awards and granting new hire and retention awards to incoming employees.

M&A 52

M&A Equities Shares Advisory 52

Solganick & Co.

FEBRUARY 15, 2023

This report analyzes current industry subsectors including application partners, public cloud partners, data analytics consulting, cybersecurity services, managed services providers (MSPs), and software development services providers. February 16, 2023 – Solganick & Co. For more information, please contact us.

M&A 52

M&A Middle Market Valuation Consulting 52

Tyton Partners

SEPTEMBER 24, 2024

BOSTON, SEPTEMBER 24, 2024 (GlobeNewswire) Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, unveiled Listening to Learners 2024: Stay Safe, Stay Informed: How Awareness of Support Services and Safety Relate to Re-enrollment, focusing on student learning outcomes.

Education 52

Education Consulting Mergers and Acquisitions Investment Banking 52

Solganick & Co.

APRIL 24, 2024

The report covers subsectors including systems integrators/application partners, cloud computing, cybersecurity, data analytics, MSPs, and software development services and IT consulting companies. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 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. Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. Investment Bankers M&A advisory is replete with examples of retainer fees.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Sica Fletcher

APRIL 11, 2024

In these situations, it’s common to see deals with low cash payouts and a higher degree of equity. 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.

Insurance 52

Insurance Advisory M&A Investment Banking 52

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

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. 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.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Solganick & Co.

DECEMBER 21, 2023

is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. This suggests a degree of resilience and continued investor confidence in the long-term growth potential of the industry. Solganick & Co. Our deal team has completed over $20B in M&A transactions to date.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

M&A 52

M&A Insurance Debt Equities 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. How has working with companies like CPFD informed your advisory practice?

Sale 52

Sale Advisory Consulting Business 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 has also spoken before the Thomson Reuters Midwestern M&A/Private Equity Forum, J.P.

Investment Banking 52

Investment Banking Banking Bank Management 52

Sica Fletcher

MARCH 28, 2024

H2 2024 Will See Increased Deal Volume & Value If Interest Rates Lower Insurance M&A Buyers Are Looking For New Things In 2024 Equity will play a larger role in deals H2 2024 Will See Increased Deal Volume & Value If Interest Rates Lower 2023 is widely regarded as one of the worst years for M&A in recent memory.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

JULY 23, 2024

On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm. Consult only trusted advisors with a positive reputation in the industry. Consult data sources like S&P Global data to get an idea of a firm’s activity within the industry.

M&A 52

M&A Insurance S&P Valuation 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Barring extenuating circumstances, 100% of the “value” of the equity is usually paid at the closing of the transaction.

Private Equity 52

Private Equity Insurance Equities Management 52

Sica Fletcher

MARCH 26, 2024

This usually leads to equity-based payouts. private equity firms, investment banks, individual investors). Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MARCH 8, 2024

There are now significantly more buyers in the market as more PE firms have become bigger players in insurance M&A, and the range of valuations and deal structures has also changed appreciably, with buyers relying more on equity in transactions than in years past.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. This trend emerges in stark contrast to most other industries in M&A, where equity has increased YoY over the last decade. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

MAY 8, 2024

For that very reason, our team sat down and wrote this article, which essentially comprises the advice we give to prospective clients during an initial consultation. A Growth in Owner Equity. Therefore, records of increasing equity over time can be a strong selling point. This does not stop many owners from trying. Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 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. Depending on the agreement, provide post-sale support, training, or consultations. provides comprehensive M&A advisory services to help you complete a transaction from start to finish.

Sale 52

Sale Business Valuation M&A 52