How2Exit

APRIL 29, 2024

rn Episode Summary: rn In this episode of How2Exit, host Ronald Skelton invites Tina Bradley to share her entrepreneurial story and insights into the world of mergers and acquisitions (M&A). rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

The TRADE

NOVEMBER 28, 2023

Non-profit member organisation for the equity marketplace, Plato Partnership, has added global market maker and liquidity provider Optiver as a sell-side member. The addition of Optiver marks a significant milestone for the partnership as it becomes the first market-making company to join as a full member.

Asset Management 64

Asset Management Advisory Equities Financial Market 64

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. These may include in-depth industry research, benchmarking studies, best practice identification, and knowledge-sharing forums.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

How2Exit

FEBRUARY 18, 2024

He holds multiple credentials in the business acquisition space and founded Bison Business, specializing in sell-side representation and advisory services for business transactions. Prospective buyers should reconstruct a clean profit and loss statement from the ground up, disregarding poorly managed accounts in favor of concrete figures.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 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

How2Exit

APRIL 15, 2024

rn Episode Summary: rn In this episode, Ross Turner shares his journey from running a successful digital marketing business in the UK to partnering with industry experts in the US to build a billion-dollar enterprise valuation corporation. He is known for his expertise in driving traffic, writing copy, and building high-performing teams.

Capital 130

Capital Mergers and Acquisitions Business IT 130

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research.

Bank 52

Bank Banking Business Underwriting 52

iMerge Advisors

APRIL 13, 2025

Market Opportunity Industry landscape and trends Target customer segments Competitive positioning and market share Growth drivers and barriers to entry Use data to support your claims. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Reference third-party research (e.g.,

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

How2Exit

JULY 23, 2023

In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions. The insights shared by John Carvalho provide valuable guidance for those seeking to engage in M&A transactions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Software Equity Group

MAY 23, 2023

“How profitable is your software business?” Nevertheless, profitability is a critical measure of success that any business owner should understand and be able to communicate. Now more than ever, private equity firms and other buyers prioritize profitability when analyzing potential acquisition targets. million EBITDA Margin (1.1

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

How2Exit

JUNE 12, 2023

For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. Ad backs refer to expenses that are added back to the business's profits to make it appear more profitable than it actually is. or contract and need help with the due diligence process.

Business 130

Business Investment Profitability Risk Assessment 130

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Are looking for a career change. What Documents Do I Need?

Insurance 52

Insurance M&A Valuation Advisory 52

MergersCorp M&A International

JANUARY 25, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, is renowned for its comprehensive suite of services catering to the diverse needs of its customers involved in M&A transactions.

M&A 52

M&A Mergers and Acquisitions Financial Analysis Advisory 52

Solganick & Co.

FEBRUARY 6, 2024

billion in revenue , maintaining a 31% market share. This translates to a 24% market share. billion in revenue , securing a 13% market share. This marks four consecutive quarters of profitability. While its growth slowed to 12% year-over-year, it remains a formidable force. Why is it growing? billion in revenue.

M&A 52

M&A IT Shares Business 52

How2Exit

MARCH 6, 2023

Gia then found Roland Frazier’s program, Epic Ethical Profits in Crisis. Gia was surprised that they chose chocolate, but the profit margins were great and the industry was fragmented, meaning there were a lot of small players that hadn’t been gobbled up yet. Gia has also taken a unique approach to their advisory business.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. The profit-making strategies differ across these banks. Subtracting the $50 paid to you, the bank makes a net profit of $350. This increased activity translates to more commissions for banks and potentially higher profits from proprietary trading.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Focus Investment Banking

JULY 24, 2023

Could you share a bit about CPFD Software and specifically, its core technology? It had a great customer base and recurring revenue backed by renewable contracts and had reached profitability without investment capital. How has working with companies like CPFD informed your advisory practice?

Sale 52

Sale Advisory Consulting Business 52

Sica Fletcher

JUNE 14, 2024

Determine EBITDA Earnings before interest, taxes, depreciation, and amortization (EBITDA) is used as a measure of the profitability of an insurance agency while adding back interest, taxes, depreciation, and amortization - all of which will vary depending on the circumstances of the new owner. Developments within the insurance industry (e.g.,

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

SEPTEMBER 3, 2024

The table below contains a few recommendations to make your business more profitable. YoY growth, profitability, agency structure) that don’t necessarily result directly from the BoB. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance Business Valuation M&A 52

Solganick & Co.

DECEMBER 2, 2024

You can download the full report here: Solganick – AWS Consulting Partner Mergers Summary – YTD Dec 2024 AWS continues to dominate the cloud market in 2024, showing strong financial performance and maintaining its 32% share of the global cloud market in Q3. The business unit generated $27.5

M&A 40

M&A Consulting Mergers Investment Banking 40

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

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Who Performs A Valuation?

Valuation 52

Valuation M&A Insurance Advisory 52

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. These entrepreneurs are individuals who buy businesses with the intention of improving them and selling them for a profit within a few years.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Software Equity Group

APRIL 9, 2024

Sharing Too Much Information with Prospective Buyers Expect there to be a “feeling out” process when you first engage with a potential buyer. However, that can be a big mistake early in the process, as premature information sharing can deter potential buyers. Another is sharing the wrong information.

Negotiation 52

Negotiation M&A Investors Shares 52

iMerge Advisors

APRIL 8, 2025

Post-close, focus on: Supporting the buyers integration plan Communicating with employees and customers Managing any escrow or earnout milestones As we shared in Sell Website: Success After The Closing , the post-sale phase is where reputations are cemented and future opportunities are born. The post How do I sell my software company?

Valuation 40

Valuation M&A Sale Negotiation 40

MergersCorp M&A International

JANUARY 11, 2024

MergersCorp M&A International is a leading advisory firm that specializes in mergers and acquisitions (M&A) transactions. This involves analyzing the target’s historical financial statements, cash flows, revenue streams, profitability, and other financial metrics.

M&A 52

M&A Mergers and Acquisitions Financial Statement Investors 52

Solganick & Co.

OCTOBER 6, 2023

Consider factors like revenues by type, growth rates, gross profit margins, EBITDA and potential adjustments (positive and negative), customer concentration, intellectual property, client and revenue retention rates, comparable companies that have recently traded, public companies in the sector, and other industry benchmarks.

Sale 52

Sale Business Valuation M&A 52

MergersCorp M&A International

JANUARY 25, 2024

I am excited to share this with all.” Turn Capital works with founders to drive companies towards growth and profitability, creating long term value for all stakeholders in the process. About the Transaction The operation has been achieved thanks to the advisory servive provided by MergersCorp M&A International.

Investment 52

Investment M&A Mergers and Acquisitions Capital 52

How2Exit

APRIL 3, 2023

This allowed them to focus on what they needed to focus on and reach their goal of having highly satisfied, profitable franchisees. She hired an advisory board and then a president to help with the process. Organizing and planning ahead is an important part of success.

Business 130

Business Collaboration Utilities IT 130

Chesapeake Corporate Advisors

JUNE 2, 2023

And private equity (PE) groups still have a great deal of dry powder to deploy, leading them in search of quality companies. The challenge for lower and middle market government contractors is how to capture their share of this market interest. The founder envisioned building enterprise value to $40M in three years.

Government 52

Government Business Middle Market Corporation 52

Accenture Capital Markets

MAY 9, 2023

However, the attractiveness of the recordkeeping business is waning for many providers: administration fees have continued to decrease, and the value that was once captured in fund advisory has been largely eroded with the rise of passive products.

Management 52

Management Investment Funds Business 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. The presence of both talented entrepreneurs and individuals solely motivated by profit further complicates the industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. that they deserve.

Capital 59

Capital Funds Investment Portfolio 59

Lake Country Advisors

AUGUST 7, 2023

Aspects of your business such as revenue consistency, profitability, and growth rate are typical KPIs that will pique the interest of buyers. Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business.

Business 96

Business Sale Negotiation Broker 96

Solganick & Co.

JANUARY 25, 2024

EverFi acquired by Blackbaud for $750 million: Blackbaud leverages EverFi’s online compliance training programs to bolster its offerings for non-profit and educational institutions. We are a data-driven investment bank and M&A advisory firm that focuses on software and technology services industry verticals.

Education 52

Education M&A Mergers and Acquisitions Investment Banking 52

Mergers and Inquisitions

MARCH 22, 2023

per share when it was trading above $8.00 Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). ” So, what happened? a year ago? Klein & Co.

Bank 98

Bank Banking Government Investment Banking 98

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. This could include the buyer's desired revenue, growth rate, and profit margins. Finally, it is essential to have an accurate ad back schedule.

M&A 130

M&A Business Book-building Sale 130