Focus Investment Banking

JANUARY 21, 2025

With closer operational integration and a shared vision for growth, the new structure is the natural next step in growing the Companys international offerings in M&A, debt advisory, and equity raising. FOCUS Investment Banking is well-known for its tailored approach to M&A, capital raises, and strategic advisory services.

Investment Banking 52

Investment Banking Capital Banking Bank 52

Intrepid Banker Insights

JANUARY 11, 2024

Intrepid Investment Bankers Intrepid Capital Advisory Update -Five Things to Consider if Raising Capital in 2024 Capital providers are storming into 2024 with guns blazing, given most fell short of their deployment goals last year. Intrepid brings a full arsenal of resources to help clients achieve their capital raising goals.

Advisory 52

Advisory Capital Capital Raising Investors 52

Global Newswire by Notified: M&A

FEBRUARY 20, 2025

Quisitive or the Company ) ( TSXV: QUIS; OTCQX: QUISF ) is pleased to announce that two leading independent proxy advisory firms, including Institutional Shareholder Services Inc. ( TORONTO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc.

Advisory 40

Advisory Capital Acquisitions Shares 40

The TRADE

FEBRUARY 27, 2024

Read more: Saudi Exchange makes push into algo and high frequency trading During her career, Al Jaweini has contributed to various industry initiatives, including having served as the first Saudi advisory board member for Bloomberg’s “A Fair Share” – an initiative which advocates for gender equality in the regional financial industry.

Trading 105

Trading Advisory Shares Business 105

How2Exit

OCTOBER 13, 2024

Lane delves into his rich background, sharing how his entrepreneurial origins and deep financial expertise shaped his career. With poignant anecdotes and practical advice, Lane emphasizes the value of good advisory and how his current firm, Optima Mergers and Acquisitions, bridges gaps in the small and lower middle market.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

How2Exit

AUGUST 12, 2024

Simon shares his journey from bootstrapping his previous venture, Gazelle AI, through its acquisition by KKR, to founding his latest AI-powered platform, Optionality. The Crucial Role of Proactive Advisory One of the standout themes from Simon’s discussion is the critical importance of proactive advisory in the M&A process.

Valuation 130

Valuation M&A Mergers and Acquisitions Advisory 130

CNBC: Investing

NOVEMBER 8, 2024

Home Depot could be a beneficiary of the Federal Reserve's latest rate cutting cycle, according to Telsey Advisory Group.

Advisory 52

Advisory Shares 52

How2Exit

SEPTEMBER 11, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Krystof Bartos is an experienced investor and entrepreneur with a background in financial advisory and real estate. rn Summary: Krystof Bartos shares his journey from financial advisory and real estate to the world of mergers and acquisitions (M&A).

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. rn Summary: Joshua Catlett shares his entrepreneurial journey in the private healthcare sector, from selling protein powders to building and selling a successful physiotherapy business.

Healthcare 147

Healthcare Investment M&A Business 147

Sica Fletcher

AUGUST 23, 2023

We’ll continue investing in people, process, and technology to deliver superior financial advisory services and maintain our industry-leading position.” Our team’s deep industry experience and unwavering commitment to excellence have allowed us to perfect the formula for generating maximum sale prices for insurance agency sellers.

Insurance 52

Insurance M&A S&P Shares 52

H. Friedman Search

FEBRUARY 15, 2024

Timing Is Necessary For The Hiring Manager & Prospective Candidate The prospective candidate has a trusted advisory relationship with that recruiter and will share more information than they would directly with a hiring manager. The recruiter will be able to guide the manager on proper timing , which is critical in the process.

Recruitment 241

Recruitment Management Finance Finance 241

Lake Country Advisors

OCTOBER 31, 2024

It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. 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

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. 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.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

FEBRUARY 10, 2025

Bhasin shares his entrepreneurial journey—from growing up in Australia watching his father search for businesses to buy, to founding and successfully exiting two software startups, and ultimately choosing the search fund model to acquire and scale businesses in the vertical software space. The key differentiator?

Business 130

Business Funds Acquisitions Healthcare 130

How2Exit

DECEMBER 21, 2023

Paul also shares insights on how to evaluate the financial health of a business during the due diligence process and highlights the value of accurate and transparent financial statements. rn The Need for Financial Support and Advisory Services rn Many small to medium-sized businesses lack dedicated financial staff.

Financial Modeling 130

Financial Modeling Financial Models Mergers and Acquisitions Mergers 130

Align Business Advisory Services

AUGUST 21, 2023

Read, download, and share our latest report about the power of M&A over ESOPs. While ESOPs have certain benefits, they are not the most ideal structure for the exit of a business or to receive market value for their equity.

M&A 98

M&A Equities Shares Business 98

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. His story is a testament to resilience, adaptability, and learning from setbacks.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

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 Tina discusses the challenges and triumphs of acquiring multiple hair and beauty salons in and around London.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Align Business Advisory Services

OCTOBER 30, 2023

Our aim is to share news, insights, and the occasional deal announcement to give business or medical practice sellers (or those looking to to grow with. THE COMPETITIVE EDGE News & Views on Selling Your Business or Practice WELCOME! Welcome to our monthly update for sellers, The Competitive Edge, created specifically with you in mind.

Medical 98

Medical Business Shares 98

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.

Banking 52

Banking Bank Business Underwriting 52

Align Business Advisory Services

MAY 30, 2023

Our expert team shares proven strategies to navigate these challenges and capitalize on emerging opportunities. Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middle markets.

Middle Market 98

Middle Market M&A Economics Capital 98

How2Exit

JUNE 16, 2024

These allow business owners to share ownership with others, thus retaining control over their operational base while distributing investment risks. Neal’s advisory role includes helping clients navigate these choices to optimize their financial strategy. You can get in with 0% down a lot of cases.

Business 130

Business Book-building Finance Finance 130

Tyton Partners

DECEMBER 11, 2024

This month, we share findings from a Tyton Partners survey of K-12 education executives, who offer insight into how their companies performed during the 2024 sales cycle. The post Work Smarter, Not Harder: K-12 Executives Share Takeaways from the 2024 Sales Cycle appeared first on Tyton Partners. So how did companies fare in 2024?

Sale 52

Sale Shares Funds Book-building 52

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

The TRADE

NOVEMBER 28, 2023

As part of our mission to improve markets, we proactively seek to share our knowledge and expertise as a way of driving progress throughout our industry,” said Jan Boomaars, chief executive of Optiver. “A We are thrilled to welcome Optiver to Plato Partnership as our first market-making member.

Asset Management 64

Asset Management Advisory Equities Financial Market 64

The TRADE

JANUARY 16, 2024

Over the last three years we have doubled our corporate client base, made significant investment in talent and materially increased our share of the UK market across our trading and execution capabilities,” said chief executive Ricci. “In

Investment Banking 111

Investment Banking Mergers Banking Bank 111

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

OfficeHours

JULY 18, 2023

For example, whereas 10 independent veterinary clinics might each have their own human resources and accounting functions, a roll-up platform will have centralized functions that can be shared across multiple clinics.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

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

Cooley M&A

NOVEMBER 20, 2023

Challenge #1: Managing equity incentive plan share reserves When a buyer uses shares in lieu cash on hand or financing as consideration in a transaction, it often puts pressure on the buyer’s share reserves to the extent shares are needed to assume target awards or incentivize acquired employees with new equity.

M&A 52

M&A Equities Shares Advisory 52

The TRADE

JULY 13, 2023

The React team shares Clear Street’s vision for a unified prime brokerage platform and believes deeply in the Company’s mission to build modern financial infrastructure for today’s institutions,” said Mayo. All new employees will report directly to Kumar.

Advisory 52

Advisory Investment Banking Acquisitions Equities 52

How2Exit

AUGUST 12, 2024

Landon shares intriguing insights into the acquisition of Nevada Tree Service and the strategic decisions behind it, shedding light on the intricacies of managing and scaling a blue-collar business. Growth Challenges: Insights into managing unexpected expenses and cash flow challenges post-acquisition are discussed.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Transactional Delights

OCTOBER 22, 2021

Disclaimers: [link] A recent report from Bloomberg , states that although Edwards Rogers was removed from his role as Chair of the RCI Board, he has maintained his ability to vote shares from the Rogers Control Trust [1] (an entity that controls RCI). Rogers, Lisa A. Rogers, Edward S. Accountability. Appointment and Removal Powers. “

Advisory 40

Advisory Shares M&A Accountant 40

The TRADE

OCTOBER 21, 2024

She also has external roles on industry advisory committees, including the UK FCA’s Secondary Markets Advisory Committee as well as the EMEA and US Quorum 15 Fixed Income advisory boards. Alongside her role at JP Morgan, Finlayson is a trustee on the board of directors for JP Morgan Chase Pension Plan Trustee Limited.

Trading 98

Trading Financial Market Equities Advisory 98

Chesapeake Corporate Advisors

OCTOBER 24, 2022

For several years leading up to the sale, the CCA corporate advisory team worked closely with Rendia to increase shareholder value, optimize the business’s valuation, and position the company for the best sale outcome. Tim Hodge, Daniel Fitzgerald, and Amanda Chong of Nelson Mullins served as Rendia’s legal counsel.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Truelytics: M&A

APRIL 6, 2021

You are not alone when you are hunting for an advisory business to buy. Allen Darby of Alaris Acquisitions joined me on the latest episode of the Modern Financial Advisor Podcast to share how you can greatly accelerate the acquisition process while saving a lot of money.

Advisory 52

Advisory Acquisitions Business Shares 52

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. Those ready to play the game, equipped with the insights shared through this dialogue, stand poised to sculpt success from even the most unassuming opportunities.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130