Sun Acquisitions

JULY 10, 2024

Chicago, IL — July 10, 2024 — Sun Acquisitions, a prominent mergers and acquisitions firm in Chicago, announced the successful sale of Chain O’ Lakes Transportation, a provider of alternative transportation solutions, to strategic acquirer JW Chicago.

Transportation 52

Transportation Sale Acquisitions Mergers and Acquisitions 52

Sun Acquisitions

MARCH 8, 2022

Matt is a senior advisor with Sun Acquisitions with significant deal making and negotiation experience. After the sale of this business, Matt Brunstrum noted, “We are pleased to help sell this very successful landscaping business. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement.

Profitability 98

Profitability Sale Acquisitions Business 98

Solganick & Co.

OCTOBER 6, 2023

Completing the Sale of a Technology Business: A Step-by-Step Summary by Aaron Solganick, CEO, Solganick & Co. Whether you’re a fast growing company looking for an exit or a mature company exploring strategic and financial M&A options, the sale process requires precision, preparation, and patience.

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Sale Business Valuation M&A 52

Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). Terms of the deal were not disclosed.

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Sale IT Advisory Negotiation 52

Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets. “We

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Sale IT Capital Advisory 52

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

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Sale IT Advisory Corporate Finance 52

Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. The CCA team was instrumental in helping us achieve this milestone for Freestate. Vice President Katie Kieran led day-to-day deal execution and client management.

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Corporation Investment Banking Healthcare Advisory 98

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Sun Acquisitions

JANUARY 10, 2022

These opportunities include: geographical expansion outside of the Chicago area, implementation of marketing strategies and a sales team, and the expansion of machining services offered to their current loyal customer base. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Telecommunication 52

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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Business Mergers and Acquisitions Securities M&A 130

Sun Acquisitions

SEPTEMBER 14, 2023

This knowledge will empower you during negotiations and help set expectations for a fair deal. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape. Negotiate Skillfully: Effective negotiation skills are crucial in achieving a favorable deal.

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M&A Business Negotiation Mergers and Acquisitions 59

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.” The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. in its Sale to Global Tungsten & Powders Corp, U.S.

Sale 52

Sale IT Government M&A 52

Sun Acquisitions

MAY 3, 2022

Ken brings over 30 years of experience in executive leadership, sales and operations. After his time as a business intermediary, Ken held several executive leadership positions with expanded sales and operations. Ken’s career began as a business intermediary selling privately held companies to investors.

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M&A Acquisitions Mergers and Acquisitions Sale 98

Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

Business 52

Business Sale M&A Negotiation 52

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business.

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Business Sale Negotiation Broker 96

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. Key Personnel : Retention of key personnel is crucial; the departure of essential staff during the sale process can harm the company’s value and operational continuity.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Due Diligence Preparation As the saying goes, time kills all deals.

Business 52

Business Negotiation Investment Banking Accountant 52

Sun Acquisitions

APRIL 28, 2022

Mike brings 25 years of experience in business ownership that includes start-ups, turnarounds, acquisition and sale of companies, specifically within media and IT industries. Mike specializes in establishing strategies for maximizing enterprise value and positioning a company for a sale to a synergistic buyer.

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M&A Acquisitions Mergers and Acquisitions Sale 98

How2Exit

AUGUST 8, 2023

One specific real estate strategy that has gained popularity in recent years is the sale-leaseback arrangement. rn A sale-leaseback is a transaction where a business sells its owned real estate to a third party and then leases it back for a specified period. rn Secondly, sale-leasebacks enhance financial flexibility.

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Sale Mergers and Acquisitions Business M&A 130

Viking Mergers & Acquisitions

MAY 18, 2023

Know the Virtual Landscape E-commerce is a rapidly expanding way to do business, with over one-fifth of worldwide sales estimated to take place online in 2023. Since these values all mean different things to your company, an advisor or broker will use their expertise to determine the most appropriate figures to use in negotiations.

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Business Mergers and Acquisitions Broker M&A 85

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.

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M&A Capital Negotiation Accountant 93

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

Advisory 52

Advisory Investment Banking Corporation Healthcare 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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M&A Mergers and Acquisitions Negotiation Mergers 52

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

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Negotiation M&A Investors Shares 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.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Chesapeake Corporate Advisors

APRIL 8, 2024

Strong Execution and Negotiation Even the best deal strategy can fall down in execution. It takes a disciplined process to execute a company sale effectively—from the initial discussion about your business and what drives its value, through negotiating and closing the transaction.

M&A 52

M&A Investment Banking Negotiation Investment 52

Lake Country Advisors

FEBRUARY 25, 2024

The landscape of business transactions, encompassing sales, acquisitions, and mergers, is complex and multifaceted. Specializing in the sale and purchase of small to medium-sized businesses, business brokers play a pivotal role alongside M&A advisors, who navigate larger and more complex transactions.

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Broker M&A Business Mergers and Acquisitions 52

Chesapeake Corporate Advisors

JULY 10, 2023

Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction. TranSystems”), a national transportation consulting firm. Headquartered in Baltimore, Maryland, WBCM has served the Mid-Atlantic region with design, engineering, and construction projects for the last 45 years.

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Transportation Engineering Investment Banking Corporation 52

Sica Fletcher

MARCH 26, 2024

This is essentially a digital slideshow intended to be presented to prospective buyers to showcase your agency’s best features in support of a sale. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. Nearly all M&A transactions for insurance agencies take the form of an auction sale.

M&A 52

M&A Insurance Valuation 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.

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Valuation Business Advisory Sale 52

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. The JML transaction is the latest in a long line of successful deals Bob has negotiated for clients throughout the years. Believe it or not, that can be painful at first.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Sica Fletcher

JUNE 14, 2024

if they have an especially high growth potential or future marketing plan that would entice buyers into a more lucrative sale. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Some smaller agencies, for example, might get a higher multiple than 6.1x

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

SEPTEMBER 3, 2024

from a revenue-based sale and $9.8M from an EBITDA-based sale. Risks When Selling an Insurance Agency Book of Business Once it’s been valued, marketed, and reviewed, the final steps in selling an insurance agency book of business are the final negotiations and closing. Much rarer in BoB sales. Why Sell Just the Book?

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Insurance Business Valuation M&A 52

Sica Fletcher

SEPTEMBER 17, 2024

This model also benefits the buyer, as it provides them with a clearer picture of the agency’s actual value before they agree to the sale. This is why it’s so important to have an experienced partner on your team handling the valuation and all associated negotiations. What Is Adjusted EBITDA?

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Insurance Valuation Profitability M&A 52

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

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M&A Business Book-building Sale 130

Chesapeake Corporate Advisors

MAY 4, 2023

You now have no opportunity to compare or negotiate multiple offers against each other, and assuming the buyer requires exclusivity, you have essentially taken your business off the market. The offer price will only go down. The buyer has all the leverage. No competition means one buyer holds all the cards.

Business 52

Business Mergers and Acquisitions Sale Corporation 52