Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal?

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Sale Negotiation Business Private Equity 52

Intrepid Banker Insights

JANUARY 5, 2023

Intrepid Investment Bankers Intrepid Capital Advisory Update – Five Things To Consider if Raising Capital in 2023 As we come back from holiday feasts and celebrations, it’s important for business owners to think about what the next twelve months will bring.

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MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

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M&A Securities Mergers and Acquisitions Investment Banking 52

Periculum Capital

FEBRUARY 24, 2025

Periculum was introduced to the Hope team by a past client that understood the value of an investment bank. Periculum facilitated and led negotiations with Redwood to ensure the Hope team received both upfront value for its best-in-class operations and future upside to capitalize on the Companys significant growth opportunities.

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Sale IT Investment Banking Advisory 52

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. What is a Term Sheet?

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Negotiation Business M&A Valuation 52

Global Newswire by Notified: M&A

DECEMBER 21, 2023

a boutique self-storage and commercial real estate advisory firm, along with their client, Strategic Storage Growth Trust III, Inc. SSGT III”), a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc. IRVINE, Calif., 21, 2023 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc.,

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Negotiation Capital Boutique Advisory 52

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. The right team can help you prepare your business for sale, find the right buyers, negotiate the best price, and more. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business.

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How2Exit

DECEMBER 11, 2023

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. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

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Acquisitions Mergers and Acquisitions Business Education 130

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. This guide will help you navigate the process and make informed decisions to protect your investment. Are you looking for rapid returns or long-term stability?

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OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. Perhaps most importantly, private equity consulting firms offer a holistic approach, combining strategic, operational, and financial expertise to drive value creation throughout the investment lifecycle.

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Private Equity Consulting Portfolio Equities 147

Wizenius

MAY 31, 2024

Investment Bankers advising on either side (Buyer or the acquiror) in an M&A mandate bring some intangible benefits to their clients in addition to the usual match-making, valuation advisory services etc.

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M&A Investment Negotiation Investment Banking 40

MergersCorp M&A International

JANUARY 25, 2024

Stephen Cleeve, Chairman of King’s Lynn Town Football Club (“ KLTFC ”), a National League North football club, has today announced a strategic investment and partnership deal that will see Turn Sports Investments (“ TSI ”) invest in the Club. In addition, KLTFC is a club with rich heritage and a strong fanbase.

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Investment M&A Mergers and Acquisitions Capital 52

Sun Acquisitions

SEPTEMBER 14, 2023

For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment. Consider seeking the expertise of professionals such as business appraisers, business brokers or investment bankers to determine a realistic valuation range.

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M&A Business Negotiation Mergers and Acquisitions 59

MergersCorp M&A International

FEBRUARY 8, 2024

MergersCorp M&A International is a leading global M&A advisory firm that specializes in providing a wide range of services to companies involved in M&A transactions. Another key advantage of working with MergersCorp M&A International is their comprehensive divestiture advisory service.

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Corporation Business M&A Advisory 95

MergersCorp M&A International

FEBRUARY 13, 2024

MergersCorp M&A International is a leading international advisory firm specializing in the field of mergers and acquisitions (M&A). With a dedicated team of experienced professionals, MergersCorp aims to provide its clients with top-notch advisory services that facilitate successful mergers and acquisitions.

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How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. They act as intermediaries between buyers and sellers, helping to facilitate negotiations, conduct due diligence, and ensure a smooth transition.

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Mergers and Acquisitions Business Negotiation Private Equity 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.

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Sun Acquisitions

JUNE 13, 2024

Seek the assistance of financial experts to ensure an accurate and realistic valuation, which will play a pivotal role in negotiations with potential buyers. Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning.

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Sale Mergers and Acquisitions Negotiation Business 59

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

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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

Chesapeake Corporate Advisors

MAY 24, 2024

By having the company’s financials vetted by a qualified accounting firm early in the process, you gain confidence in your numbers and assurance that they will be less open to scrutiny during negotiations. By completing a sell-side QofE early, you are also less likely to experience accounting surprises that hamper negotiations.

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Business Negotiation Investment Banking Sale 52

Chesapeake Corporate Advisors

APRIL 8, 2024

When investment bankers apply a strategic approach to taking the business to market and provide the right resources and guidance, they and their clients thrive. Investment banks that can stay agile, pivot quickly and strategically, and make decisions nimbly are closing great deals even in a volatile environment.

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M&A Investment Banking Negotiation Investment 52

How2Exit

JUNE 12, 2023

This is crucial because buying a business is a significant investment, and due diligence is crucial to ensure that the investment is sound. For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services.

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Business Investment Profitability Risk Assessment 130

Sun Acquisitions

JUNE 11, 2024

Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Buyers are more likely to invest in a well-organized, transparent business, so diligent preparation is paramount. This preserves the company’s integrity and enhances its perceived value during negotiations.

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Profitability Sale Business Mergers and Acquisitions 59

Periculum Capital

DECEMBER 23, 2022

Periculum’s dedicated senior leaders that are involved in each step of a transaction— from buyer identification to final negotiations—culminated in the successful execution of the sale. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

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Chesapeake Corporate Advisors

MAY 7, 2024

The Investment Banker (also called the M&A Advisor) takes the lead role in driving the sale process, advising you along the way. 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.

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Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Vice President Andy Spears, who together with Smitha Gopal developed the deal strategy, conducted the negotiations, and provided strategic advising throughout the transaction. Learn more at www.patientpoint.com.

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Advisory Investment Banking Corporation Healthcare 52

Solganick & Co.

JANUARY 2, 2024

Negotiation Missteps : Poor negotiation tactics may result in unfavorable terms, leaving money on the table or causing long-term issues post-sale. Lack of Proper Advisement : Not using experienced M&A advisors (investment banker, legal, accounting, tax, etc.) About Solganick & Co. Solganick & Co.

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M&A Negotiation Valuation Mergers and Acquisitions 52

Lake Country Advisors

AUGUST 7, 2023

Buyers will meticulously scrutinize your financial health, growth potential, and key performance indicators (KPIs) to determine the potential return on their investment. Potential buyers can range from competitors, suppliers, or customers in your industry to investment firms or individual entrepreneurs.

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Periculum Capital

JULY 13, 2023

Periculum facilitated and led negotiations with strategic and financial buyers to value the embedded growth in existing resorts and the growth potential of future de novo locations. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

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Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing. The post Periculum Completes Senior Debt Placement for Morgan Foods, Inc.

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Debt Food Debt Capital Markets Capital 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.

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Insurance Private Equity Advisory Equities 52

Lake Country Advisors

FEBRUARY 18, 2024

M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. The Role of an M&A Advisor An M&A advisor acts as a strategist and negotiator, utilizing their expertise to ensure the client’s interests are paramount throughout the M&A process.

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Chesapeake Corporate Advisors

JULY 10, 2023

Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay. Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction.

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Transportation Engineering Investment Banking Corporation 52

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

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Investment Banking Debt Corporation Advisory 40

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

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Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

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