Focus Investment Banking

FEBRUARY 4, 2025

Business owners often dont know where to start with these steps when considering a sale or investment deal. Financial Buyers : These are typically investment companies, such as private equity firms, with no prior investment in your industry. What are the key terms I should negotiate in a sale or investment deal?

Sale 52

Sale Negotiation Business Private Equity 52

H. Friedman Search

NOVEMBER 9, 2023

This comes on the heels of another major investment bank announcing they are out of negotiated public finance but will remain a strong buyer of bonds in the competitive field. Harlan publishes a blog every Thursday here. Subscribe to our monthly newsletter here , which is a compilation of our weekly blogs, so you never miss one.

Finance 239

Finance Finance Bulge Bracket Recruitment 239

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

Private Equity 147

Private Equity Equities Debt Investment 147

Sun Acquisitions

FEBRUARY 1, 2024

Among these, three prominent options are seller financing, equity investment, and all-cash offers. In this blog post, we will delve into the pros and cons of these methods to help potential buyers and sellers make informed decisions. Here are the pros and cons of equity investment.

Finance 59

Finance Finance Equities Investment 59

OfficeHours

OCTOBER 20, 2023

In this article, we will discuss a few of the reasons why private equity investors care about monitoring inflation and what effect changes in inflation can have on investment performance. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors 130

Investors Private Equity Equities Debt 130

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. Most entrepreneurs are very familiar with senior debt offered by traditional banks.

Debt 40

Debt Capital Raising Capital Equities 40

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. Making equity dollars last is particularly important since they come at a high price.

Debt 40

Debt Capital Raising Capital Equities 40

OfficeHours

JUNE 5, 2023

Perhaps most importantly, private equity consulting firms offer a holistic approach, combining strategic, operational, and financial expertise to drive value creation throughout the investment lifecycle. This network provides them with valuable access to resources, market insights, and potential investment opportunities.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners interacts daily with business owners and understands many of their concerns. In our latest blog installment, we address common questions of business owners relating to the sell side M&A process. Should sellers negotiate with more than one buyer simultaneously?

M&A 40

M&A Sale Negotiation Investment Banking 40

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. After a certain period of time, usually 5-7 years, the PE firm will look to exit the investment. PE firms achieve this through the operational improvements we’ve mentioned above.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

AUGUST 25, 2023

As such, private credit firms can be thought of more as long-term partners who are truly invested in the success of the borrower. Think about it this way: It is easier to negotiate bespoke partners via bilateral negotiation with a single partner than with tens of investors via a syndicate of investment banking middlemen.

Private Equity 130

Private Equity Equities Debt Finance 130

OfficeHours

JUNE 5, 2023

Private equity firms play a vital role in the broader investment landscape, and their success relies heavily on their ability to execute deals effectively. Deal execution encompasses various stages, from sourcing and due diligence to negotiation and closing.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners, LLC possesses a breadth of knowledge and experience in advising buyers on business acquisitions. In our latest blog installment, we outline the eight basic steps involved in the buy side M&A process and related insights to assist in a successful execution. Launch Negotiations.

M&A 40

M&A Business Acquisitions Financial Statement 40

OfficeHours

OCTOBER 16, 2023

For private equity investors, one of the most important considerations for a successful investment is determining the value the firm will receive at exit, which directly impacts fund returns. Private equity investors often have a 5 to 7-year investment horizon and expect a significant return at the end of this hold period.

Investors 100

Investors IPO Private Equity Initial Public Offering 100

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. In our latest blog installment, we define and outline the key elements involved in valuing a target company. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Sun Acquisitions

JULY 1, 2024

In this blog post, we present “The Seller’s Playbook,” a unique approach that offers small business owners a systematic strategy to ensure they sell their business and do so with the maximum return on investment. By strategically showcasing strengths, sellers set the stage for negotiations that maximize returns.

Business 59

Business Negotiation Mergers and Acquisitions M&A 59

Sun Acquisitions

SEPTEMBER 14, 2023

For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment. In this blog post, we will explore key strategies and considerations to maximize the return on your privately held business when engaging in M&A activities.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Sun Acquisitions

MARCH 15, 2024

This blog post will explore why all-cash proposals are gaining traction and how they set themselves apart from other acquisition methods. Traditional financing methods often involve complex due diligence, negotiations with lenders, and lengthy approval periods, which can take months. This is where all-cash offers genuinely shine.

Acquisitions 59

Acquisitions Business Negotiation Debt 59

Sun Acquisitions

MARCH 29, 2024

To safeguard your investment in seller financing M&A transactions, it’s crucial to conduct thorough due diligence. Negotiate favorable terms that align with your business’s cash flow and profitability. Market conditions, competition, and future growth prospects can significantly impact the success of your investment.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Sun Acquisitions

MARCH 6, 2024

Negotiating interest rates, equity stakes, and purchase prices is a delicate process that involves convincing the other party that your terms are reasonable and beneficial. In this blog post, we will explore the strategies for mastering this art and achieving your goals in business acquisition.

Business 59

Business Securities Acquisitions Negotiation 59

RKJ Partners

AUGUST 6, 2017

Business owners, and their senior management teams, often underestimate the importance of planning for a business sale, which, when coupled with unwarranted optimism around transaction readiness, can often result in value being left on the negotiation table. Current Sales Performance.

Sale 40

Sale Business M&A Financial Statement 40

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. One of the oldest firms on this list, the Chicago-based firm with 122 professionals, has made 522 total investments since its founding in 1980.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Sun Acquisitions

JULY 6, 2022

Deal negotiation. They’ll work with you to help you strategically position your business, maximize exposure, and negotiate a favorable price. You want a broker who is as invested in this sale as you are. Brokers offer a range of wide range of services including: Business valuation. Financial recasting. Business marketing.

Broker 98

Broker Business Mergers and Acquisitions M&A 98

Sun Acquisitions

FEBRUARY 23, 2024

Financial transactions, whether buying a business , selling a property, or investing in a venture, can be complex and riddled with potential pitfalls. In this blog post, we’ll explore these professional advisors’ essential roles in guiding buyers’ and sellers’ financial choices.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Focus Investment Banking

MARCH 3, 2024

Slee also lived in Charlotte and had an Investment Banking firm called Robertson & Foley. And that’s all it took to become an investment banker. Being an investment banker himself, Slee gives tips on negotiating points, typical deal terms and other practical issues to consider. Don’t wing it.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

Sun Acquisitions

JUNE 13, 2024

This blog post will delve into “The Exit Blueprint,” offering a step-by-step guide that distinguishes itself from more general discussions on business sales in mergers and acquisitions. Prioritize optimizing operational efficiencies, streamlining processes, and addressing potential red flags before negotiations.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Midaxo

APRIL 25, 2023

The rest of the blog consists almost entirely of questions and prompts that were posed to ChatGPT to obtain answers on how to create a company-specific M&A playbook. How to outline the process for negotiating deal terms and determining valuation? Fortunately, ChatGPT can make the process much easier.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Focus Investment Banking

FEBRUARY 12, 2024

I recently learned that two separate tire/service chains I had met with over the years had each transacted with single buyers that knocked on their doors in what we call a “negotiated” transaction. Nokian could have chosen a “negotiated’ transaction with Gill’s Point S, but decided to use market forces to get closer to a market price.

Negotiation 52

Negotiation Mergers and Acquisitions Business Private Equity 52

Midaxo

SEPTEMBER 28, 2023

In this blog post, we’ll explore four keys to running a successful M&A due diligence and offer some insights for navigating this complex terrain. Identifying these early allows you to proactively address them and negotiate more favorable terms.

M&A 113

M&A Valuation Mergers and Acquisitions Financial Statement 113

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. Invest in talent development, succession planning, and leadership training to groom internal candidates for critical roles. Be prepared to compromise on certain aspects while safeguarding non-negotiables.

Negotiation 59

Negotiation Business Sale Management 59

The M&A Lawyer

SEPTEMBER 8, 2015

A substantial amount of the time and energy involved in papering and negotiating the deal is usually devoted to reps and warranties. Parties are well-served to remember this risk-shifting function during negotiations. investment intent. Why do representations and warranties get so much attention? Disclosure. legal proceedings.

M&A 130

M&A Insurance Financial Statement Negotiation 130

Sun Acquisitions

JUNE 11, 2024

Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Buyers are more likely to invest in a well-organized, transparent business, so diligent preparation is paramount. This preserves the company’s integrity and enhances its perceived value during negotiations.

Profitability 59

Profitability Sale Business Mergers and Acquisitions 59

Sun Acquisitions

MAY 30, 2024

Loss Aversion and Negotiation: The negotiation table is where psychology takes center stage. Owners, driven by a natural aversion to loss, may find making concessions during negotiation challenging. Professionals involved in the negotiation phase must be attuned to these psychological nuances.

Business 59

Business Mergers and Acquisitions Negotiation Sale 59

Focus Investment Banking

SEPTEMBER 17, 2024

Having a clear and comprehensive LOI can help prevent misunderstandings, streamline the negotiation process and lay a strong foundation for a successful transaction. Providing detail helps ensure that both parties have a mutual understanding of the most important deal terms before investing significant time and resources in the deal.

Negotiation 52

Negotiation M&A Private Equity Risk Management 52

Deal Law Wire

FEBRUARY 9, 2021

After the latest garnering of widespread attention in the news, the retail investment community has been estimated to constitute as much as 25% of total stock market activity. Not only are there simply more retail investors, but retail investors now have the ability to easily coordinate investing strategies through social media platforms.

Retail 40

Retail Investors M&A Negotiation 40

Sun Acquisitions

DECEMBER 14, 2023

In this blog post, we’ll explore the key steps you need to take to prepare your business for sale, covering essential aspects such as financial documentation, operational improvements, and positioning your company as an attractive investment opportunity.

Sale 59

Sale Business Profitability Broker 59

Focus Investment Banking

SEPTEMBER 24, 2023

Safeguarding Employee Interests after Selling When selling a business, it is crucial for the seller to prioritize the welfare of their employees during the negotiation process. During the negotiation phase, sellers should clearly communicate their expectations about employee welfare to potential buyers.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52