Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. 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

Software Equity Group

JUNE 27, 2023

This concept is called rollover equity and is common for private equity transactions. What is Rollover Equity? The offer of ongoing ownership is known as “rollover equity” because the seller chooses to roll a portion of the sale proceeds back into the company’s new ownership structure. How Does Rollover Equity Work?

Equities 52

Equities IT Private Equity M&A 52

Software Equity Group

JUNE 14, 2023

And there may be intense negotiations concerning this number that could delay the closing or impact how much you ultimately take away from the deal. For that reason, it can pay to learn more about NWC, what it might or might not include, and how an M&A advisor can help you negotiate more favorable terms to maximize your proceeds.

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M&A Capital Negotiation Accountant 93

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

How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

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. However, this can backfire if the information is used against them during the negotiation process.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 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. Typically, M&A transactions involve converting target equity awards into buyer equity awards and granting new hire and retention awards to incoming employees.

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M&A Equities Shares Advisory 52

Sica Fletcher

DECEMBER 16, 2020

They are contacted by a potential buyer or solicited by someone who has sold their agency and try to negotiate with one buyer at a time. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. This is generally a very big mistake.

Insurance 52

Insurance Private Equity Advisory Equities 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. Herein lies a deep dive into their discussion, illuminating key tactics for success in the realm of M&A.

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M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

JULY 23, 2023

Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization. He encourages buyers to approach negotiations with a mindset of fairness and to put forth offers that reflect the true value of the business.

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M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. Manage the Deal Process and Diligence Once you receive indications of interest (IOIs) or letters of intent (LOIs), the process shifts into negotiation and diligence. Timing also matters.

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M&A Valuation Private Equity Negotiation 40

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Doing so too soon could weaken your position in negotiations or cause misunderstandings. LEARN MORE: Why Software Companies Choose Software Equity Group 4.

Negotiation 52

Negotiation M&A Investors Shares 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.

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M&A Insurance Debt Equities 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. This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road.

Insurance 52

Insurance M&A Private Equity Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Among 420 private equity firms, the number of closed deals dropped from a high of 193 in Q4 of 2021 to a low of 57 in Q2 of this year, per a GF Data mid-year report. Strong Execution and Negotiation Even the best deal strategy can fall down in execution. For more information, visit www.ccabalt.com or call 410.537.5988.

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M&A Investment Banking Negotiation Investment 52

The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. The firm is in negotiations with two other players at the moment and hopes to seal the deals by the end of the year, according to Mallouk. “We’re

Accountant 52

Accountant Advisory Management Financial Services 52

Periculum Capital

NOVEMBER 15, 2022

From the time of signing the equity purchase agreement, the federal government review process took nearly 11 months. Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” Periculum, along with the Company’s owner, A.J

Sale 52

Sale IT Government M&A 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.

Negotiation 64

Negotiation IT Consulting Profitability 64

Cooley M&A

SEPTEMBER 16, 2024

Negotiating a transaction can move quickly once key points are agreed – after all, each side is a “buyer” and “seller” and therefore many of the provisions in the definitive agreement, such as representations, warranties and covenants, are reciprocal. Delicate – key transaction execution issues 8.

Mergers 52

Mergers Mergers and Acquisitions Valuation Stock 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. Negotiations: Engage with interested parties and entertain offers. provides comprehensive M&A advisory services to help you complete a transaction from start to finish.

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 Advisory 52

Sica Fletcher

MARCH 26, 2024

This usually leads to equity-based payouts. private equity firms, investment banks, individual investors). 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. A Quick Turnaround. Account-Based.

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M&A Insurance Valuation Advisory 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. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 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. This means that they often lack the specialized industry knowledge to effectively negotiate your deal. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

M&A 52

M&A Insurance S&P Valuation 52

Chesapeake Corporate Advisors

MARCH 22, 2023

Business owners may engage a professional firm, such as a corporate advisory firm, to perform a business valuation after triggering events such as: Your financial planner needs to understand the value of your business, especially if it represents a significant personal asset and a large percentage of your net worth.

Valuation 52

Valuation Business Advisory Sale 52

Sica Fletcher

JUNE 11, 2024

Whereas 2022 saw equity making up nearly 17.5% As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. the freedom of brokers to work with a variety of carriers, and c.) as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

MARCH 10, 2020

As of today, there are at least 30 private equity sponsored brokers who are actively searching for acquisitions, plus other strategic players. Sica | Fletcher has the best network of strategic buyers and private equity clients in the country and has closed well over 250 transactions over the last three years.

Private Equity 52

Private Equity Insurance Business Equities 52

MergersCorp M&A International

JANUARY 23, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, has established itself as a trusted partner for businesses seeking comprehensive project finance consulting services alongside their M&A transactions.

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Consulting Finance Finance Financial Institution 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. We’ve seen this number jump even in the last two years, with the percentage of equity almost doubling.

M&A 52

M&A Insurance Valuation 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.

Insurance 52

Insurance Valuation M&A S&P 52

Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. Determine the mix of debt and equity required to finance the deal.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Sica Fletcher

MAY 15, 2024

That number is often complicated by what percentage of your payout is cash vs. equity, the timeline in which it is paid out, and additional considerations like post-closing employment agreements or milestone earnouts. How Much Is My Insurance Agency Worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

SEPTEMBER 3, 2024

Risks When Selling an Insurance Agency Book of Business Once it’s been valued, marketed, and reviewed, the final steps in selling an insurance agency book of business are the final negotiations and closing. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance Business Valuation M&A 52