OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

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

iMerge Advisors

APRIL 13, 2025

In a stock sale , the buyer acquires the ownership shares of the company directly from the shareholders. Stock Sale: Sellers typically pay capital gains tax on the sale of their shares, often resulting in a lower effective tax rate. This structure allows buyers to "cherry-pick" the assets they want while avoiding unwanted liabilities.

Sale 40

Sale Stock M&A Negotiation 40

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. How Much Should You Share?

Acquisitions 40

Acquisitions Shares M&A Valuation 40

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

PCE

APRIL 11, 2025

This guide from PCE explains practical strategies to systematize operations, share customer relationships, build a leadership team, and implement succession planningall critical steps to preparing for a successful exit. Many successful businesses are held back by one critical risk: owner dependency.

Sale 52

Sale Business Valuation Shares 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. per share earn-out if a “Realization Event” occurred within seven years of closing. In Western Standard, LLC, v. SourceHOV Holdings, Inc. ,

Valuation 40

Valuation Mergers Advisory Insurance 40

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

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. Who Performs A Valuation? Self-representation can lead to inaccurate valuations that give sellers a false sense of how much their company is worth.

Valuation 52

Valuation M&A Insurance S&P 52

iMerge Advisors

APRIL 15, 2025

Summary of: How to Share Proprietary Code and Technical Documents with a Potential AcquirerWithout Losing Your Trade Secrets For founders and CEOs of software companies, few moments are as strategically delicate as sharing proprietary source code and technical documentation with a potential acquirer.

Shares 40

Shares Trading M&A Architecture 40

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

Successful Acquisitions

MARCH 2, 2023

In order to adequately discuss value, it is first necessary to understand how value is determined and what theoretical valuation approaches have to do with the practical realities of closing deals. Valuations come in many forms and there are a number of approaches to arriving at a company’s value. sales or 7x EBITDA.

Valuation 52

Valuation Discounted Cash Flow DCF M&A 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.

Capital 130

Capital Mergers and Acquisitions Business IT 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

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

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Growth-stage startups Often Series C or later, looking to accelerate roadmap or consolidate market share.

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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

Cooley M&A

NOVEMBER 20, 2023

In a challenging M&A market that is stifled by overall volatility and uncertainty, high interest rates, and reduced valuations, issues related to compensation may become more fraught as parties navigate alternative transaction structures and forms of noncash deal consideration.

M&A 52

M&A Equities Shares Advisory 52

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

iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. A well-prepared company signals professionalism and reduces perceived risk both of which drive valuation.

M&A 40

M&A Valuation Private Equity Negotiation 40

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

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.

M&A 130

M&A Business Book-building Sale 130

iMerge Advisors

APRIL 8, 2025

Are you optimizing for valuation, cultural fit, or speed? This allows time to optimize financials, clean up operations, and position the business for premium valuation. Understand What Your Company Is Worth Valuation is both art and science. Do you want to stay on post-sale or transition out quickly? Timing also matters.

Valuation 40

Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 16, 2025

In our experience advising software and SaaS companies at iMerge, weve seen how certain pitfallsoften overlooked in the early stagescan materially impact valuation, deal structure, and even the likelihood of closing. In practice, valuation is a function of growth rate, retention, margin profile, market positioning, and revenue quality.

Business 40

Business M&A Valuation Negotiation 40

Sun Acquisitions

JUNE 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with Gates Washer and Manufacturing Company. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies.

Manufacturing 52

Manufacturing Sale Acquisitions Mergers and Acquisitions 52

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared, “It was a pleasure representing Joe Thoesen on the sale of Thoesen Tractor & Equipment and Chicago Machinery to Okada-Aiyon, a publicly traded international buyer headquartered in Japan. Today they are a successful publicly traded international buyer located in Japan.

Sale 52

Sale Acquisitions Mergers and Acquisitions Public Trading 52

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa]. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies. Through the acquisition of Trouvaille Med Spa, MedSpa Partners Inc.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

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

Software Equity Group

SEPTEMBER 24, 2024

Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. Valuation A buyer’s proposed valuation of your SaaS company is one of the first and foremost items typically addressed in their term sheet.

Negotiation 52

Negotiation Business M&A Valuation 52

Solganick & Co.

AUGUST 21, 2024

Maintained its market leadership with a 32% share of the global cloud market in Q2 2024. May 2024 Coforge Cigniti Technologies •IT services company and AWS Advanced Partner focused on digital transformation acquires into AWS Partner and digital engineering, software testing and QA leader at $460 million valuation.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

iMerge Advisors

APRIL 16, 2025

While both strategic buyers and financial buyers can offer compelling valuations, their motivations, deal structures, and post-acquisition expectations differ significantly. Their goal is to create synergies, expand market share, or accelerate product development.

M&A 40

M&A Valuation Business Advisory 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

Chesapeake Corporate Advisors

JANUARY 13, 2023

In the video below, CCA Managing Partner, Charlie Maskell, Director, Tim Brasel, and Managing Director, Mike Zuidema break down the CCA team, investment banking, and corporate advisory highlights from 2022.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

Insurance 52

Insurance 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

Cooley M&A

SEPTEMBER 16, 2024

Any stock-for-stock combination of two companies with relatively similar valuations is typically referred to as a merger of equals transaction, and even some stock-for-stock acquisitions where the “acquirer” is valued significantly higher than the “target” share some key elements of a merger of equals transaction. 2.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52