Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. What are the key terms I should negotiate in a sale or investment deal? Negotiation goes beyond just the price. To ensure fairness, buyers and sellers agree on a working capital peg during negotiations.

Sale 52

Sale Negotiation Business Private Equity 52

Periculum Capital

FEBRUARY 24, 2025

The Company had already been contacted by several interested parties and Periculum was engaged to manage a limited process that emphasized finding the right partner to support the Companys growth in the rapidly consolidating residential services space.

Sale 52

Sale IT Investment Banking Advisory 52

Sun Acquisitions

MAY 3, 2022

Throughout his career, Ken has become proficient in contract negotiations of complex business environments, working in a variety of industries throughout the United States. Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

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 "Getting a better management team in place.

Business 130

Business Mergers and Acquisitions Securities M&A 130

MergersCorp M&A International

NOVEMBER 21, 2024

The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory. Once potential opportunities are identified, MergersCorp leverages its extensive network of relationships across various industries to forge connections that may lead to successful negotiations.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business 52

Business Profitability Debt Shares 52

Sun Acquisitions

APRIL 28, 2022

He has also owned a technology services firm that provides managed IT services and cybersecurity. He has the unique perspective of being both the seller and the buyer, which provides valuable insight into the complexities and process of negotiations required to successfully complete business transactions.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

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.

Corporation 95

Corporation Business M&A Advisory 95

iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top advisors help with positioning, financial modeling, and managing diligence not just making calls. How do they add value beyond introductions? Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top advisors help with positioning, financial modeling, and managing diligence not just making calls. How do they add value beyond introductions? Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Sun Acquisitions

MARCH 8, 2022

Matt Brunstrum was the lead advisor and managed all aspects of this client engagement. Matt is a senior advisor with Sun Acquisitions with significant deal making and negotiation experience. The business was acquired by Bell Valley Capital to use as a platform landscaping company for future growth.

Profitability 98

Profitability Sale Business Acquisitions 98

How2Exit

APRIL 29, 2024

Tina's approach intertwines a deep understanding of operations, systematizing, and talent development, particularly in identifying and empowering managers to transition into business ownership. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

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.

Mergers and Acquisitions 52

Mergers and Acquisitions Advisory M&A Negotiation 52

iMerge Advisors

APRIL 15, 2025

Third-Party Risk Management A list of vendors with access to sensitive data, along with your vetting and monitoring procedures. Buyers expect clear, auditable documentation that demonstrates your commitment to protecting user data and managing risk. GDPR policies, SOC 2 certification)?

Securities 40

Securities M&A Valuation Risk Assessment 40

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.

M&A 93

M&A Capital Negotiation Accountant 93

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.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Chesapeake Corporate Advisors

OCTOBER 31, 2023

Managing cash flow effectively can make or break a business. Properly understanding and negotiating the NWC target and corresponding adjustments is crucial for both buyers and sellers to achieve their desired outcomes. For many entrepreneurs, cash is king. However, when it comes to M&A, cash alone does not tell the full story.

M&A 52

M&A Capital Management Accountant 52

M&A Leadership Council

MARCH 25, 2024

Peet van Biljon Advisor, BMNP Strategies LLC Peet van Biljon advises clients on strategy, transformation, and R&D and innovation management. He also managed McKinsey’s global Innovation Practice. As part of his strategy and transformation advisory work, Peet occasionally assists corporate clients with M&A.

Advisory 52

Advisory Engineering Corporate Finance Management 52

Sun Acquisitions

JUNE 15, 2023

Larry Sanderman, Managing Director, led this Buy-Side campaign which produced numerous leads for our client. 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

Periculum Capital

DECEMBER 23, 2022

Periculum was engaged to manage the sale of the business by the former owner’s estate. Periculum was required to manage the transaction under a unique set of variables that included a careful approach to identifying appropriate buyers to maximize transaction value while meeting the needs of numerous stakeholders.

Sale 52

Sale IT Advisory Negotiation 52

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.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Lake Country Advisors

AUGUST 7, 2023

Strong Management Team: A competent and experienced management team can ensure business continuity post-sale. An emphasis on a robust customer base, strong management team, intellectual property, competitive advantage, and scalability can significantly increase your business’ attractiveness and value to potential buyers.

Business 96

Business Sale Negotiation Broker 96

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer.

IT 40

IT M&A Valuation Advisory 40

Lake Country Advisors

MAY 20, 2024

From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. These professionals can help you win where you once failed with the help of their industry acumen and solid negotiation skills. Facilitating negotiations. Coordinating due diligence.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 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.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. Additionally, financial management is common within private equity consulting, often focusing on budgeting and forecasting for portfolio companies.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

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

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

Business 52

Business Sale M&A Negotiation 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.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 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. However, this can backfire if the information is used against them during the negotiation process.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

JULY 31, 2024

“They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart”. Valerie Whitlow built an amazing business over the years and our team was able to generate numerous buyers and offers which resulted in a great outcome”, stated Domenic Rinaldi, managing partner of Sun Acquisitions.

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 59

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.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

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. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Advisory Corporate Finance 52

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.

Debt 52

Debt Food Debt Capital Markets Capital 52

iMerge Advisors

APRIL 16, 2025

As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations. As we noted in How Do I Manage the Emotional Aspects of Selling My Business?

Business 40

Business M&A Valuation Negotiation 40

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.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Chesapeake Corporate Advisors

JULY 10, 2023

Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction. 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. Howard Stevens from Pascale Stevens LLP served as WBCM’s legal counsel.

Transportation 52

Transportation Engineering Investment Banking Corporation 52