Lake Country Advisors

MAY 9, 2025

Valuing Your Middle-Market Business and Essential Documents Accurate valuation typically involves in-depth financial analysis, benchmarking against similar companies, and assessing intangible assets like brand reputation or proprietary technology. What Post-Sale Considerations Should I Keep in Mind? Others opt for a clean break.

Middle Market 52

Middle Market Business Broker Sale 52

Lake Country Advisors

FEBRUARY 18, 2024

Strategic Analysis Moreover, M&A advisors are experts at strategic analysis. They can conduct thorough financial analysis and company valuations, ensuring that all aspects of a deal are carefully quantified and assessed. Engaging professional M&A advisory services translates to a proactive stance on deal-making.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Financial Modelling: Proficiency in financial modelling is highly valued in the investment banking industry.

Investment Banking 52

Investment Banking Banking Investment Bank 52

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. The host introduces John Carvalho, the president of Stone Oak Capital, a Mergers and Acquisitions Advisory Firm. John is also the co-founder of Divestopedia.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Peak Frameworks

SEPTEMBER 12, 2023

Investment Bankers M&A advisory is replete with examples of retainer fees. For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. Deliverables: Clearly outline the outcomes expected, whether it's a detailed financial analysis, a list of potential investors, or a finalized deal.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

iMerge Advisors

APRIL 9, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. How to Estimate Your Companys Value While online calculators and rule-of-thumb multiples can offer a rough estimate, a credible valuation requires a more rigorous approach.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

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. Matching the buyer with the seller's "why" is not just about financial analysis.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Wall Street Mojo

JANUARY 4, 2024

Also, ascertain the transaction fees, such as legal and advisory costs, since they impact cash flows. A few other objectives include risk assessment, financial analysis, and negotiation strategy. Determine the mix of debt and equity required to finance the deal.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Mergers and Inquisitions

DECEMBER 4, 2024

Financial analysis comes down to fixed and variable revenue and expenses (i.e., Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. to determine the team’s operating leverage ).

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

MARCH 5, 2025

Depending on how the fund is structured, you might not even get much exposure to basic financial analysis. You would not be the best candidate for something like a healthcare private equity firm that acquires hospitals or nursing homes, but youd fit in well with many other healthcare investing/advisory firms.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64