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March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. We are excited about the sale of our Salesforce Division to Accordion, said John Mahony, Managing Partner of Kavaliro. ORLANDO, FL.,
b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.
Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. Sun also provided advisory services throughout the diligence period. After the sale of the business, Larry noted, “AMIC is an outstanding business built around quality products and will have a strong legacy going forward at CSI.
Sun Acquisitions is pleased to announce the successful sale of Larry’s Cartage Co., After the sale of the business, Matt noted, “Larry’s Cartage Co., We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies. Multimodal Group. Larry’s Cartage Co, Inc.
After the sale of this business, Matt Brunstrum noted, “We are pleased to help sell this very successful landscaping business. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement.
August 26, 2024 – Solganick has published its latest industry sector mergers and acquisitions (M&A) update on the Salesforce Consulting Partners sector. Salesforce acquired Spiff and added it to Sales Cloud. June 2024 OSF Digital Paladin Group •Expands OSF Digital’s Salesforce Experience Cloud capabilities in North America.
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.
Schaumburg, Illinois – August 21, 2024 – Sun Acquisitions, a leading mergers and acquisitions firm headquartered in Chicago, is pleased to announce the successful sale of Petersen International Furniture to Commonwealth Initiatives LLC. Sun Acquisitions offers a free consultation with their expert team.
Sun Acquisitions, a prominent mergers and acquisitions firm in Chicago, is thrilled to announce the successful sale of Chain O’ Lakes Transportation, a provider of alternative transportation solutions, to strategic acquirer JW Chicago. JW currently operates similar transportation operations in the northeast.
Sun Acquisitions is pleased to announce the successful sale of Custom Cylinders, Inc. Sun also provided advisory services throughout the diligence period. After the sale of the business, Larry noted, “Custom Cylinders, Inc. to Approvis Partners, LLC. Custom Cylinders, Inc.
with advisory services throughout the diligence period. About Sun Acquisitions: Sun Acquisitions, headquartered in Chicago, is a premier mergers and acquisitions firm that assists clients with privately held companies’ confidential sales, acquisitions, or valuations.
Aviva Investors, Aviva’s global asset management business, has appointed Monica Fan-Bradley as head of institutional sales (excluding Asia Pacific) within its global client solutions function. Prior to that, she served as director, consultant relations at BNY Mellon.
Chicago, IL – March 28, 2024 – Sun Acquisitions, a leading mergers and acquisitions firm based in Chicago, is pleased to announce the successful sale of Pacific Plus, a dynamic company renowned for its innovative imaging and marketing solutions, to an individual buyer.
Some industries may have additional evaluation criteria, i.e.: retail with same-store sales trends, number of stores, etc. For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start. Producing an ongoing deal flow.
CPFD had an extremely bright and capable team, but the company didn’t have the sales and marketing DNA to transform the novel technology into a rapid uptake business model without significant investment, or without finding a buyer that had that expertise. After going through the sale preparation process, what was the outcome for the owners?
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.
Sun Acquisitions is pleased to announce the successful sale of Thoesen Tractor & Equipment to OKADA AIYON. Since 1960, OKADA AIYON began in sales, repair, and assembly of pneumatic breakers and other construction machines domestically. They specialize in component and full machine rebuilding.
Chicago, IL — July 10, 2024 — Sun Acquisitions, a prominent mergers and acquisitions firm in Chicago, announced the successful sale of Chain O’ Lakes Transportation, a provider of alternative transportation solutions, to strategic acquirer JW Chicago.
Sun Acquisitions is pleased to announce the successful sale of Return Logistics to Triumvirate Environmental Services. Domenic Rinaldi, Managing Director of Sun Acquisitions, noted, “It was a pleasure representing Brian and Francine Stenz on the sale of Return Logistics to Triumvirate Environmental.
CHICAGO, IL - February 6, 2023 – Sun Acquisitions is pleased to announce the successful sale of Trouvaille Med Spa to MedSpa Partners Inc. Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa].
CHICAGO, IL - June 5, 2023 – Sun Acquisitions is pleased to announce the successful sale of Gates Washer and Manufacturing to C.O.I. Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with Gates Washer and Manufacturing Company. Holdings, Inc. Holdings, Inc. Holdings, Inc.
These opportunities include: geographical expansion outside of the Chicago area, implementation of marketing strategies and a sales team, and the expansion of machining services offered to their current loyal customer base. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies.
In this Q&A, we discuss how the owners prepared for a sale, which involved untethering two intertwined businesses while also ensuring that the buyers aligned with the Company’s strong culture. What steps did you take to prepare for the sale? Tell me about Alpha Systems and why you were interested in working with the company?
Sun Acquisitions is pleased to announce the successful sale of Korellis Systems Control to Morrison Construction Company. Additionally, Sun Acquisitions continued serving Korellis Systems with advisory services throughout the diligence period. Korellis Systems is based in Hammond, IN.
Completing the Sale of a Technology Business: A Step-by-Step Summary by Aaron Solganick, CEO, Solganick & Co. Whether you’re a fast growing company looking for an exit or a mature company exploring strategic and financial M&A options, the sale process requires precision, preparation, and patience. Solganick & Co.
August 20, 2024 – Solganick has published its latest mergers and acquisitions (M&A) update on AWS Services Consulting Partners. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Review the case study here.
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.
With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions. .”
He is now the founder of a M&A advisoryconsultancy 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.
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.
This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.
In our current and recent engagements, we are seeing particular interest in firms providing data analytics consulting services in and around Snowflake, Databricks and other technology partners. has advised on the sale of 6 data analytics software and services firms. Solganick & Co. billion—with a CAGR of 12.7% until 2030.
For agencies and brokerages looking to grow their businesses prior to a sale, most owners typically opt to work with an investment bank. When we consult with clients who are considering engaging an investment bank’s services, we tell them to consider the following factors. Do You Need Investment Banks for Insurance Sector Deals?
TranSystems”), a national transportation consulting firm. About WBCM WBCM is a renowned leader in the field of engineering and consulting services. Headquartered in Baltimore, Maryland, WBCM has served the Mid-Atlantic region with design, engineering, and construction projects for the last 45 years.
Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work.
I will wager that if you look at your firm’s revenues today, you will likely see a similar shift from traditional product revenues to consulting and advice revenues. Note that over the past six years, consulting and advice fees have more than doubled.
The report covers subsectors including systems integrators/application partners, cloud computing, cybersecurity, data analytics, MSPs, and software development services and IT consulting companies. Managed Services Providers (MSPs) The managed services provider (MSP) industry saw strong M&A activity in Q1 2024.
Solganick was the exclusive financial advisor to Nextira in its sale to Accenture July 5, 2023 New York and Austin Solganick & Co. Solganick served as the exclusive financial advisor for Austin-based, Amazon Web Services (AWS) Premier Services Partner, Nextira in its acquisition by global IT services and consulting leader, Accenture.
They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation. By doing so, business owners can provide a more accurate representation of the business's value and increase the likelihood of a successful sale.
FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. Anna can be contacted at anna.brumbywhite@focusbankers.com.
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 will be joining the Food & Beverage and Business Services groups.
Assures Risk Mitigation Cash reserves provide a cushion to address challenges and uncertainties that may arise during the transition period after the sale. Tips for Improving Cash Flow The phrase “cash is king” underscores the significance of cash flow in the sales process. Consult with your CPA about the details.
Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. I advise them to be realistic about timetables, financial expectations, even the reality that after the sale, they won’t be directly overseeing their employees anymore.
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. Other times, they are hoping to use their share of the sale to alleviate personal debt. Are looking for a career change. This does not stop many owners from trying.
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