Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. As a result, our analysts predict a flurry of M&A activity in H2 2024. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months. The market is already highly competitive, but it’s also limited to what buyers can afford.

M&A 52

M&A Insurance S&P Valuation 52

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. If you are interested in exploring your options, our team of M&A professionals is here to help.

M&A 52

M&A Capital Raising Investment Banking Business 52

How2Exit

APRIL 3, 2023

This is when her mom told her about consignment events, which are pop-up events where families can come together and sell their unused items. She pitched the idea to her friend Devin Tackett and together they planned their first Just Between Friends event in Shannon's living room. Concept 2: Surround Yourself With Smart People.

Business 130

Business Collaboration Utilities IT 130

How2Exit

DECEMBER 11, 2023

Their team is experienced in M&A, and they hire the best talent available. He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

Cooley M&A

DECEMBER 15, 2021

When designing, implementing and disclosing executive, director and equity compensation programs that reflect the business strategy and drive long-term value, public companies are subject to an evolving regulatory landscape and must understand investor and proxy advisory firm expectations. For more information, please email Joey Anderson.

Acquisitions 40

Acquisitions Advisory Equities Business 40

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

MergersCorp M&A International

MARCH 22, 2024

MergersCorp M&A International, a leading investment banking and mergers and acquisitions advisory firm, is excited to announce its support of The Art Miami Swiss Crypto Valley Association, a Swiss Association registered in Einsiedeln, Kanton Schwyz.

Mergers and Acquisitions 52

Mergers and Acquisitions Collaboration Investment Banking Acquisition Advisories 52

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses.

Business 130

Business Sale Accountant IT 130

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. The timeline for completing a sale or investment transaction is typically 6-to-9-months, but it can extend based on complexity or unforeseen events. What are the differences between a strategic buyer and a financial buyer?

Sale 52

Sale Negotiation Business Private Equity 52

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. If you are interested in exploring your options, our team of M&A professionals is here to help.

Middle Market 52

Middle Market Private Equity Equities M&A 52

MergersCorp M&A International

JANUARY 20, 2024

The conference event for the official presentation of the third jersey of Olbia calcio 1905 dedicated to the celebrations for the “Simplician year” was held in the morning today. The post Olbia Calcio, MergersCorp new Luxury Sponsor: special shirt for the team appeared first on MergersCorp M&A International | Investment Banking.

M&A 52

M&A Investment Banking Advisory Consulting 52

Solganick & Co.

AUGUST 24, 2023

This is one the best conferences to attend to learn about current and upcoming M&A trends and topics. IT Nation Connect, November 8-10, 2023, Orlando, FL Our technology services M&A deal team is excited to attend this conference to network with our clients and PE firms within the managed IT services sector. Solganick & Co.

M&A 52

M&A Investment Banking Private Equity Advisory 52

Intrepid Banker Insights

NOVEMBER 30, 2022

During his career at Morgan Stanley, Chris helped source, manage, and advise business owners, ultra-high net worth individuals and families on all aspects of their financial lives, including financial planning and liquidity events. “We

Middle Market 52

Middle Market Advisory Private Equity Management 52

Successful Acquisitions

AUGUST 17, 2023

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming.

Broker 52

Broker Advisory Business M&A 52

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. The main problem is that many people enter corporate finance jobs without truly understanding them.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Chesapeake Corporate Advisors

JANUARY 13, 2023

We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023. 2022 was a strong year for CCA, following a record-breaking 2021. Want to get on the list to receive the Defense & Government Updates?

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Chesapeake Corporate Advisors

MAY 7, 2024

Selling your business may be one of the most pivotal events of your life. The Value of Each Team Member A complete M&A deal team often includes six key professionals, each bringing vital skills, capabilities, and expertise.

Business 52

Business Sale M&A Negotiation 52

Periculum Capital

OCTOBER 20, 2021

Whether it is a growth-focused recapitalization or a returns-acceleration event for venture capital investors, Periculum’s tailored solutions provide the flexibility to ensure all stakeholders are positioned for long-term success. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Capital 52

Capital Equities Investment Advisory 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

How2Exit

JUNE 10, 2024

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. He began his career working for a U.S. Michael holds a CPA and an MBA from George Washington University.

Investment Banking 100

Investment Banking Business Investment Bank 100

Focus Investment Banking

AUGUST 15, 2023

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. Bill”) Snow. He will be joining the Food & Beverage and Business Services groups.

Investment Banking 52

Investment Banking Bank Banking Management 52

Peak Frameworks

SEPTEMBER 12, 2023

Investment Bankers M&A advisory is replete with examples of retainer fees. Investment Bankers M&A advisory is replete with examples of retainer fees. While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Successful Acquisitions

JUNE 22, 2023

That is why we must recognize transactions are processes, not events, and that they require a team. Setting the Tone: Tactful, Curious, and Respectful These three elements are essential for initiating a productive conversation with business owners. Planning the conversation in advance will result in a more open and honest exchange.

Business 52

Business Accountant M&A Advisory 52

How2Exit

JULY 13, 2023

The hosts then introduce their guests, Walid Costandi and Gia Cilento, who share their backgrounds and how they got started in the M&A world. The hosts then introduce their guests, Walid Costandi and Gia Cilento, who share their backgrounds and how they got started in the M&A world.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. While the term "bank" may conjure a monolithic image, the reality is far more nuanced. The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. Let’s dive into the primary sources.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Software Equity Group

JUNE 27, 2023

An increasing number of today’s software M&A deals are structured for sellers with the option to exchange cash at close for a possible upside down the line. An increasing number of today’s software M&A deals are structured for sellers with the option to exchange cash at close for a possible upside down the line.

Equities 52

Equities IT Private Equity M&A 52

M&A Leadership Council

AUGUST 30, 2021

Mark Herndon, Chairman of the M&A Leadership Council shares part two of this series covering key requirements in supporting the buyer post-close and optimizing the Seller’s remaining business for maximum value when divesting a business. Nobody Wins a TSA War. TSAs, by definition, are complex.

M&A 52

M&A Sale Business Mergers and Acquisitions 52

Cooley M&A

AUGUST 30, 2019

per share earn-out if a “Realization Event” occurred within seven years of closing. The buyer resisted, maintaining that the contract plainly stated that mergers of the type undertaken by the buyer would not be considered a Realization Event. In Western Standard, LLC, v. SourceHOV Holdings, Inc. ,

Valuation 40

Valuation Mergers Advisory Insurance 40

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

Software Equity Group

APRIL 4, 2023

Our focus during this phase was on scaling the business through organic growth and an aggressive M&A strategy. While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. It is no longer about casting a wide net and hoping for the best.

Sale 52

Sale Book-building Business M&A 52

Lake Country Advisors

AUGUST 7, 2023

Furthermore, the global events of the last couple of years have undeniably influenced the market. In 2023, many business owners may find themselves pondering this very question. The current market conditions and economic landscape have created a fertile environment for business sales.

Business 96

Business Sale Negotiation Broker 96

Peak Frameworks

SEPTEMBER 19, 2023

Investment banks, for instance, project revenues from anticipated deals and M&A activities. Investment banks, for instance, project revenues from anticipated deals and M&A activities. Budgeting is the process of creating a plan to allocate resources, especially monetary ones. Here, Cash Flow Forecasting is paramount.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Software Equity Group

MAY 23, 2023

“How profitable is your software business?” It’s a simple question, but it’s not always easy to answer. Nevertheless, profitability is a critical measure of success that any business owner should understand and be able to communicate. It’s even more important if you want to attract new investors or sell your company.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52