Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

Insurance 52

Insurance Valuation M&A S&P 52

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.

M&A 40

M&A Investment Negotiation Investment Banking 40

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

Sun Acquisitions

JUNE 11, 2024

Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Valuation Expertise: Know Your Worth Understanding the actual value of your business is crucial in negotiations.

Profitability 59

Profitability Sale Business Mergers and Acquisitions 59

Sun Acquisitions

SEPTEMBER 14, 2023

Consider seeking the expertise of professionals such as business appraisers, business brokers or investment bankers to determine a realistic valuation range. This knowledge will empower you during negotiations and help set expectations for a fair deal. Prioritize your goals and be prepared to compromise on non-essential aspects.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

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

Lake Country Advisors

MAY 20, 2024

Some will founder due to poor integration, and others do because of inaccurate valuation. From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. Accurate business valuation. Facilitating negotiations.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 52

Solganick & Co.

JANUARY 2, 2024

Valuation Issues : Setting an unrealistic valuation can deter potential buyers or lead to a disconnect between seller expectations and market realities. Valuation discrepancies often emerge from differences in perspective on the company’s future growth prospects or the technological landscape. About Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 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

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

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”. They specialize in facilitating privately held businesses’ confidential sale, acquisition, or valuation. Thinking of Buying or Selling a Business?

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 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.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

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

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. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Running a compresensive and targeted M&A auction process will help to maximize the outcome including receiving multiple offers and driving valuation higher. Solganick & Co.

Sale 52

Sale Business Valuation M&A 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.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Family-specific financial arrangements.

Insurance 52

Insurance Valuation M&A S&P 52

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. Teachers Insurance and Annuity Association of America (TIIA ) , TIAA acquired Nuveen, a mutual fund and advisory firm, from Windy City for $6.25

Valuation 40

Valuation Mergers Advisory Insurance 40

MergersCorp M&A International

MARCH 31, 2024

MergersCorp™ M&A International leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world is excited to announce the launch of its highly anticipated franchising program.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

Sun Acquisitions

APRIL 28, 2022

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. Mike will bring his real-life experiences to the firm and to his own future transactions.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

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

Viking Mergers & Acquisitions

MAY 18, 2023

A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market. 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.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Sica Fletcher

APRIL 2, 2024

Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

Insurance 52

Insurance M&A S&P Broker 52

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. Strong Execution and Negotiation Even the best deal strategy can fall down in execution. The same group saw average deal multiples decline over that period, from 8x trailing 12-month EBITDA to 6.4x.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sun Acquisitions

JULY 10, 2024

“They are extremely dedicated and focused, and proved to be amazing negotiators while always having my best interests at heart.” They specialize in facilitating privately held businesses’ confidential sale, acquisition, or valuation. Thinking of Buying or Selling a Business?

Transportation 52

Transportation Sale Acquisitions Mergers and Acquisitions 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.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. This has led to very high valuation multiples (~11.5x When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Debt Equities 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.

Negotiation 52

Negotiation M&A Investors Shares 52

Sun Acquisitions

MARCH 8, 2022

Matt is a senior advisor with Sun Acquisitions with significant deal making and negotiation experience. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies. The business was acquired by Bell Valley Capital to use as a platform landscaping company for future growth.

Profitability 98

Profitability Sale Acquisitions Business 98

Lake Country Advisors

AUGUST 7, 2023

On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. Negotiating the Sale Once potential buyers have expressed interest, the negotiation phase begins. Closing the Deal Finalizing a business sale entails intricate and meticulous steps.

Business 96

Business Sale Negotiation Broker 96

Lake Country Advisors

FEBRUARY 25, 2024

Their role is integral to the transaction process, offering services such as business valuation, preparing the business for sale, marketing it to potential buyers, negotiating the terms of the sale, and facilitating the entire transaction process.

Broker 52

Broker M&A Business Mergers and Acquisitions 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 means that they often lack the specialized industry knowledge to effectively negotiate your deal. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie. Still Uncertain?

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

MAY 15, 2024

essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e., How Much Is My Insurance Agency Worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. It’s also important to consider the influence of proxy advisory firms’ recommendations in light of the stockholder base.

M&A 52

M&A Equities Shares Advisory 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

Negotiation 64

Negotiation IT Consulting Profitability 64

Sun Acquisitions

JANUARY 10, 2022

Toby has over 35 years of experience in originating, structuring and negotiating business purchase and sale transactions. 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

MergersCorp M&A International

FEBRUARY 1, 2024

MergersCorp M&A International is a leading global investment banking and advisory firm specializing in mergers and acquisitions (M&A). Mentors provide coaching on negotiation strategies, due diligence processes, valuation techniques, and deal structuring.

M&A 52

M&A Mergers and Acquisitions Investment Banking Advisory 52