M&A Leadership Council

SEPTEMBER 16, 2024

Having advised and led transactions ranging from $1B to $50M, Adam has broad experience in strategy translation, project leadership, and complex program delivery, with expertise in Mergers & Acquisitions from growth strategy and transaction advisory to pre-close planning and execution.

Mergers and Acquisitions 52

Mergers and Acquisitions Profitability M&A Financial Services 52

Solganick & Co.

DECEMBER 2, 2024

December 2, 2024 – Solganick has published an update M&A report on Amazon Web Services (AWS) consulting services partners. billion in revenue during Q3 representing a 19% year-over-year increase and operating profit was $10.5 The business unit generated $27.5 billion, 60% of Amazon’s total revenue.

M&A 40

M&A Consulting Mergers Investment Banking 40

MergersCorp M&A International

FEBRUARY 13, 2024

MergersCorp M&A International is a leading international advisory firm specializing in the field of mergers and acquisitions (M&A). With a dedicated team of experienced professionals, MergersCorp aims to provide its clients with top-notch advisory services that facilitate successful mergers and acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Advisory M&A Negotiation 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. Currently, Michael is a partner at Mufson Howe Hunter & Company (MHH), where he specializes in mergers and acquisitions and provides expert advisory services to clients looking to achieve successful exits.

Investment Banking 100

Investment Banking Business Investment Bank 100

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. Shift to Profitability over Growth: The market is shifting away from “growth at all costs” to a focus on profitability.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Sica Fletcher

APRIL 11, 2024

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. Generally, these fall into two distinct categories of advisory firms or investment banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Periculum Capital

OCTOBER 20, 2021

Based in Indianapolis, Revelant Technologies is a leading Mulesoft implementation and integration partner, serving government, commercial and non-profit clients. Revelant’s architects and consultants are experts in complex, multi-system integrations of legacy and new systems using custom-built software as well as Mulesoft.

Capital 52

Capital Equities Investment Advisory 52

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. How has working with companies like CPFD informed your advisory practice? Culturally, the company DNA was solid; the development team maintained thorough documentation and executed on its plans.

Sale 52

Sale Advisory Consulting Business 52

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. are quite specific to each company, and you never get this granular in advisory or investing roles. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

How2Exit

JULY 13, 2023

For example, one person may prioritize the liability of an industry due to having other assets to protect, while another person may prioritize the profitability of an industry. By building a scalable and profitable business, owners can increase its value and attract potential buyers.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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. Ad backs refer to expenses that are added back to the business's profits to make it appear more profitable than it actually is. or contract and need help with the due diligence process.

Business 130

Business Investment Profitability Risk Assessment 130

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. Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. strategic buyers) or to resell it for a profit (usually PE firms).

Insurance 52

Insurance M&A Valuation Advisory 52

Sun Acquisitions

JANUARY 10, 2022

Andrew Sternal, the owner, always operated his company profitability and the high level of buyer interest is a testament to his business acumen and attention to detail with his customers.”. If you are interested in buying or selling a business, contact us at marketing@sunacquisitions.com to schedule a free consultation with our team.

Sale 52

Sale Acquisitions Mergers and Acquisitions Telecommunication 52

Sica Fletcher

APRIL 30, 2024

Preparing for an Insurance Agency Valuation Because the valuation process is really about determining the profitability of your insurance agency, any and all efforts should be made prior to the valuation to reduce costs and generate revenue. This figure is often averaged by calculating EBITDA over the course of several years.

Insurance 52

Insurance Valuation M&A S&P 52

Tyton Partners

FEBRUARY 8, 2024

[BOSTON, February 8, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announced today the results of its latest report, Investing in Tomorrow: Lifetime Value of Financial Education in High School. Learn more at www.tytonpartners.com.

Education 52

Education Investment Finance Finance 52

Sica Fletcher

MARCH 14, 2024

For a more comprehensive description of the insurance agency valuation process, we recommend consulting our guide, Insurance Agency Valuation 101 , for a thorough understanding of the essentials. Larger or more profitable firms, however, may be closer to the higher estimates. The Most Important Insurance Agency Valuation Rule of Thumb?

Insurance 52

Insurance Valuation M&A Consulting 52

How2Exit

FEBRUARY 24, 2023

This involves buying smaller companies and then combining them to create a larger, more profitable entity. Additionally, it can be used to increase profitability through process improvements and investments in technology. Adam also emphasizes the importance of having a strong growth story and a charismatic leader.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Focus Investment Banking

MAY 15, 2023

It was profitable with good cash flow, no customer concentration, and highly recognizable repeat customers in spite of obvious inefficiencies and strategic challenges. What strengths stood out in the business?

Sale 52

Sale Business Healthcare Management 52

Sun Acquisitions

SEPTEMBER 9, 2022

They have a say over profits and company ownership. 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. What does this mean practically?

Equities 52

Equities Business Broker Investors 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. How To Value an RIA: Consult an Advisor The process of an RIA valuation looks complex on paper, but the reality is even more complicated. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance Advisory 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

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

Sica Fletcher

MAY 15, 2024

This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. Consult your own documents when making these calculations, and use the examples in this article only as a template.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

JULY 31, 2024

These buyers are interested in the financial profitability of their returned investment post-closing, which means they are willing to purchase agencies at a loss now if they see the possibility of profiting from them in the future. When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Debt Equities 52

Viking Mergers & Acquisitions

JUNE 2, 2023

Shift Your Mindset Rather than running your business to make a living, shift toward running your business to show profitability. Consult with your CPA about the details. So how do you go about crowning cash as king and maximizing the value of your business? Here are a few tips to start: 1.

Business 52

Business Mergers and Acquisitions Sale Finance 52

Sica Fletcher

MARCH 8, 2024

Small to Midsize Brokerages Are Becoming More Valuable Projections indicate that interest rates are likely to decrease in 2024, which will make larger brokerages a profitable option for acquirers again. No Advisor Want More Information on EBITDA Multiples for Insurance Agencies?

Insurance 52

Insurance M&A S&P Valuation 52

Chesapeake Corporate Advisors

JUNE 2, 2023

The founder also secured staff buy-in on the new plan, held the team more accountable, provided incentives for achieving profitable growth initiatives, and revisited the plan often to keep it agile. The founder envisioned building enterprise value to $40M in three years. For more information, visit www.ccabalt.com or call 410.537.5988.

Government 52

Government Business Middle Market Corporation 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

M&A Leadership Council

JUNE 18, 2024

legal, financial) Validating internal findings and offering an independent perspective Assisting with complex analysis and due diligence Conducting your own M&A risk assessment can be advantageous if you have the necessary expertise, resources, and an objective approach.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Sun Acquisitions

DECEMBER 29, 2021

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. How profitable do you hope it to be? Obtain a list of the previous lawyers and consulting firms the company’s worked with. It’s good to have an expectation.

Acquisitions 52

Acquisitions M&A Mergers and Acquisitions Business 52

Focus Investment Banking

SEPTEMBER 10, 2023

Here are just a few ways AI can help small and medium-sized business services companies become more efficient, profitable and valuable: Human Resources: HR departments have been using AI for years to filter through hundreds of job applications, saving time but also increasing the likelihood of finding the right candidate. We’re here to help.

Business 52

Business Mergers and Acquisitions Management IT 52

M&A Leadership Council

JUNE 18, 2024

legal, financial) Validating internal findings and offering an independent perspective Assisting with complex analysis and due diligence Conducting your own M&A risk assessment can be advantageous if you have the necessary expertise, resources, and an objective approach.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

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. These tools enable professionals to build detailed valuation models that consider various factors influencing a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Software Equity Group

APRIL 4, 2023

Our customer marketing manager worked closely with Product, which owned our Customer Advisory Board (CAB). All this tracking and reporting allowed us to understand which channels were working and which weren’t and move budget dollars to the more profitable ones. Overall, this strategy resulted in a 22% decrease in CAC.

Sale 52

Sale Book-building Business M&A 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