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. Tina's journey from hands-on entrepreneurship to M&A consultancy is paved with rich insights into the world of business growth and transitions.

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M&A Business Mergers and Acquisitions Acquisitions 130

Sun Acquisitions

JULY 31, 2024

They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart”. With a proven track record exceeding 400 successful transactions across diverse industries, Sun Acquisitions is a recognized leader in M&A advisory services within the Midwest.

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 59

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.

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M&A Mergers and Acquisitions Private Equity Business 130

MergersCorp M&A International

JANUARY 18, 2024

This is where MergersCorp M&A International comes in, offering unparalleled international finance consulting services to its customers. MergersCorp M&A International is a leading global advisory firm that specializes in providing comprehensive M&A consulting services to clients worldwide.

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M&A Consulting Mergers and Acquisitions Finance 52

M&A Leadership Council

MARCH 25, 2024

He is a former consultant at McKinsey & Company and expert in the Strategy & Corporate Finance Practice. As part of his strategy and transformation advisory work, Peet occasionally assists corporate clients with M&A. He also managed McKinsey’s global Innovation Practice.

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Advisory Engineering Corporate Finance Management 52

Chesapeake Corporate Advisors

JULY 10, 2023

TranSystems”), a national transportation consulting firm. Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction. About WBCM WBCM is a renowned leader in the field of engineering and consulting services. Howard Stevens from Pascale Stevens LLP served as WBCM’s legal counsel.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Sun Acquisitions

JULY 10, 2024

“They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart.” With a proven track record exceeding 400 successful transactions across diverse industries, Sun Acquisitions is a recognized leader in M&A advisory services within the Midwest.

Transportation 52

Transportation Sale Acquisitions Mergers and Acquisitions 52

Lake Country Advisors

MAY 20, 2024

From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. These professionals can help you win where you once failed with the help of their industry acumen and solid negotiation skills. Facilitating negotiations. Coordinating due diligence.

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M&A Business Mergers and Acquisitions Negotiation 52

MergersCorp M&A International

MARCH 31, 2024

MergersCorp™ M&A International leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world is excited to announce the launch of its highly anticipated franchising program.

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Mergers and Acquisitions M&A Mergers Acquisitions 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

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Negotiation IT Consulting Profitability 64

Sun Acquisitions

JANUARY 10, 2022

Toby has over 35 years of experience in originating, structuring and negotiating business purchase and sale transactions. 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 Telecommunication 52

Peak Frameworks

SEPTEMBER 12, 2023

Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. This could be seen in long-term financial consultancy contracts, where consultants provide ongoing advice and charge at regular intervals. Investment Bankers M&A advisory is replete with examples of retainer fees.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

iMerge Advisors

APRIL 8, 2025

A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests. Navigate Due Diligence and Legal Negotiations Once you sign an LOI, the buyer will begin due diligence a deep dive into your financials, operations, technology, and legal structure.

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Valuation M&A Sale Negotiation 40

Solganick & Co.

OCTOBER 6, 2023

Negotiations: Engage with interested parties and entertain offers. Negotiate with the help of your deal team (legal, tax and investment bank) the appropriate transaction structure for tax purposes. Depending on the agreement, provide post-sale support, training, or consultations. Solganick & Co.

Sale 52

Sale Business Valuation M&A 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. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation?

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Valuation M&A Insurance S&P 52

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. It’s also important to consider the influence of proxy advisory firms’ recommendations in light of the stockholder base.

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M&A Equities Shares Advisory 52

Sica Fletcher

MARCH 26, 2024

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. Your attorney, in particular, should take the lead on final negotiations. Account-Based.

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M&A Insurance Valuation Advisory 52

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. The JML transaction is the latest in a long line of successful deals Bob has negotiated for clients throughout the years. sold to IBM/Rational Software), Seer Technologies, Inc.

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M&A Mergers and Acquisitions IPO Financial Transaction 52

Sun Acquisitions

SEPTEMBER 9, 2022

Some will even contest for equal standing with you and negotiate board positions where they have the power to vote. A good case study of why it’s essential to be mindful of who you sell to and the equity you give up can be seen in the following story: In 2006 Greg Alexander founded Sales Benchmark Index (SBI) a growth advisory firm.

Equities 52

Equities Business Broker Investors 52

Cooley M&A

FEBRUARY 8, 2018

Approval of gross-ups in connection with a transaction typically involves a prior negotiation with the buyer. Nevertheless, as gross-up arrangements are typically negotiated after the deal price is negotiated, we do not believe that these arrangements are impacting overall stockholder consideration.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 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. This means that they often lack the specialized industry knowledge to effectively negotiate your deal.

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M&A Insurance S&P Valuation 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. If you aren't sure where to begin when selecting an advisory firm, an initial consultation is a good place to start. When selecting an advisor, consider the following: Reputation.

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M&A Insurance Debt Equities 52

Sica Fletcher

APRIL 30, 2024

That amount is trickier, often subject to negotiation and various deal structures consisting of cash vs. equity and post-closing consulting/employment agreements. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 14, 2025

Be sure to consult a tax advisor familiar with your jurisdiction. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Sale M&A Mergers and Acquisitions Capital 40

Sica Fletcher

MAY 15, 2024

Consult your own documents when making these calculations, and use the examples in this article only as a template. Ask an Advisor Not only will an experienced M&A advisor have a better idea of how your insurance agency will be valued, they can also help you negotiate an even better payout when you take it to market.

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Insurance S&P M&A Valuation 52

Sun Acquisitions

DECEMBER 29, 2021

It will act as the anchor, framework, and guide for all ensuing negotiations and due diligence procedures. By leveraging the skills and experience of your consultants you can spot bad deals quicker, negotiate with more confidence, and close at a price that you’re happy with. Due Diligence Best Practice #1 Begin with a clear LOI.

Acquisitions 52

Acquisitions M&A Mergers and Acquisitions Business 52

How2Exit

JUNE 12, 2023

For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. Ultimately, ad backs become a matter of negotiation, and there are no clear guidelines or industry norms to follow. or contract and need help with the due diligence process.

Business 130

Business Investment Profitability Risk Assessment 130

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions.

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Valuation M&A Utilities Mergers and Acquisitions 52

GillAgency

FEBRUARY 10, 2022

But it can be done and although the results are far better by engaging an experienced broker or consultant, one that partners with you to sell your business, this article will give you all the tools you need if you were to go at it by yourself. In these situations, you can always bring on a business consultant.

Business 52

Business Sale Broker IT 52

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. Consolidating suppliers can lead to better pricing and terms, resulting in substantial cost savings.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

How2Exit

JULY 13, 2023

They stress the need to clearly communicate expectations from the beginning of negotiations, avoiding surprises later on. 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

iMerge Advisors

APRIL 15, 2025

If youre unable to locate a contractor or they refuse to sign, document your efforts and consult legal counsel on next steps. The earlier you address this, the more leverage youll have when it matters mostat the negotiating table. Document Everything Keep a clean record of all signed agreements, communications, and payment history.

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M&A IT Valuation Advisory 40

iMerge Advisors

APRIL 13, 2025

Consulting agreements: Retaining the founder in an advisory role for a defined period. these structures can be powerful toolsbut they must be negotiated carefully to avoid misalignment or post-close tension. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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M&A Sale Valuation Advisory 40

iMerge Advisors

APRIL 12, 2025

consulting agreements, non-compete payments): Taxed as ordinary income and subject to payroll taxes. Disagreements over allocation can become a sticking point in negotiations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Compensation for services (e.g.,

Business 40

Business Sale M&A Capital 40

Focus Investment Banking

MARCH 7, 2025

Again, this illustrates the importance of seeking multiple offers and negotiating each before choosing a winner. This is common in professional services, including medicine, law, consulting, and more. In all these industries, a properly structured deal includes a post-transaction compensation formula for the selling shareholders.

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Healthcare Private Equity Equities Professional Services 52