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. For example, some groups are dedicated to pricing, internal audits, or evaluating and hedging risks (interest rates, FX rates, and even macro events).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Solganick & Co.

AUGUST 24, 2023

ACG LA Business Conference, September 12-13, 2023 – Beverly Hills, CA We are excited to meet our investment banking and private equity peers at this once-a-year event. is a data-driven investment bank and M&A advisory firm focused exclusively on software and technology services companies. Solganick & Co.

M&A 52

M&A Investment Banking Private Equity Advisory 52

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.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. An M&A advisor is an authority on valuation norms within your industry.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Chesapeake Corporate Advisors

MAY 7, 2024

Selling your business may be one of the most pivotal events of your life. The Tax Specialist helps you understand the tax implications of the sale—early on, based on the business valuation, then again later, after your team has negotiated a sale price. This article was originally published on June 8, 2023 on the I-95 Business website.

Business 52

Business Sale M&A Negotiation 52

Mergers and Inquisitions

MARCH 22, 2023

But a spin-off, divestiture, restructuring, or another major event is likely.” But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. However, the tone of the article was too optimistic, and I should have recommended looking for “Plan B” options more forcefully.

Bank 98

Bank Banking Government Investment Banking 98

Chesapeake Corporate Advisors

APRIL 8, 2024

But while the macro data appears discouraging, firms like ours are still closing good deals with solid valuations and attractive terms. Shifting economic conditions, changing regulations, and geopolitical events impact all buyers’ appetite for acquisitions and the price and terms they will offer.

M&A 52

M&A Investment Banking Negotiation Investment 52

Lake Country Advisors

AUGUST 7, 2023

Furthermore, the global events of the last couple of years have undeniably influenced the market. On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. How can I estimate the value of my business accurately?

Business 96

Business Sale Negotiation Broker 96

Intrepid Banker Insights

NOVEMBER 2, 2022

I had a particularly cool experience showcasing the art of the elevator pitch to a crowd of 600 people who showed great enthusiasm and energy despite it being the last day of the event. The idea of staying in one’s comfort zone has taken on new meaning over the past 2.5

Business 52

Business Asset Management IT Valuation 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 is because company B had a higher initial valuation of the brokerage as well as an official valuation of the equity in their company. Still Uncertain?

M&A 52

M&A Insurance S&P Valuation 52

How2Exit

MARCH 6, 2023

Gia has also taken a unique approach to their advisory business. Whether it is finding a new opportunity, creating a unique advisory business, or simply enjoying the process, thinking outside the box can help us achieve our goals. He is able to quickly come up with a plan and provide valuable advice.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

SDR Ventures

AUGUST 24, 2022

The questions and discussion framework were provided by a curated group of business owners and operators participating in a variety of industries including Media, IT, Technology, Industrials, Biomedical and Events & Catering.

M&A 52

M&A Capital Raising Investment Banking Business 52

Software Equity Group

APRIL 4, 2023

Our customer marketing manager worked closely with Product, which owned our Customer Advisory Board (CAB). We also put on an annual customer appreciation event, with speakers, tech stations, and entertainment. Our first event had 30 customers and grew to nearly 500 by the third year.

Sale 52

Sale Book-building Business M&A 52

Software Equity Group

MAY 23, 2023

The adjusted number gives potential investors or buyers a normalized metric by which to make more standard valuations across multiple companies. Bottom line : EBITDA is an important profitability metric any business owner needs to understand, and it’s just one of many factors potential buyers will use to determine your company’s valuation.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

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. It mentions a specific case where a software business has high net margins, which affects its valuation.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Technology & Services: This one includes any company that is built on top of sports, such as firms in the gambling, data/analytics, software, and live event sectors.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Software Equity Group

JUNE 27, 2023

As an advisory firm specializing in software M&A, we at Software Equity Group have seen this deal structure become more attractive for many sellers as they look for additional upside and hear stories of their peers who benefited from a similar strategy. The goal is to see the $20M equity investment grow over time.

Equities 52

Equities IT Private Equity M&A 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

11] Beyond the timeline of events leading up to approval, the “negotiations” that took place during that timeline were woefully insufficient. The court found that the board, rather than negotiating against Musk, cooperated with him, working alongside him “almost as an advisory body.” [12]

Negotiation 64

Negotiation IT Consulting Profitability 64

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. For example, the sale of Horizon Therapeutics to Amgen for approximately $28 billion was the third-largest all-cash transaction in the pharmaceutical sector in history.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. They stress that owning a business should not mean sacrificing time with family and missing out on important events. Therefore, the net profit of $200,000 should be the basis for valuation.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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. Customer Concentration : Having a diversified customer base protects the business's value and can attract more buyers. So there are.

Investment Banking 100

Investment Banking Business Investment Bank 100

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Key components of a strong deal include: Valuation: Based on EBITDA, ARR, or revenue multiples, depending on your model. You should too.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. or Ph.D.),

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

iMerge Advisors

APRIL 12, 2025

For many software founders, the sale of their business is the most significant financial event of their lives. But while valuation and deal terms often dominate early conversations, the tax implications of a sale can quietly erode a substantial portion of your proceeds or, with the right planning, preserve millions in after-tax value.

Business 40

Business Sale M&A Capital 40

How2Exit

FEBRUARY 17, 2025

(How to Fix It Before You Sell) - Watch Here About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico , a firm specializing in business advisory, financial planning, and fractional CFO services. Regular valuations help align expectations and identify key value drivers.

Business 130

Business IT Valuation Economics 130