Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
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JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
How2Exit
MAY 22, 2023
Walker Diebold, bestselling author of “Buy Then Build: How to Acquisitions Entrepreneurs Outsmart the Startup Game,” experienced the stock market firsthand as a stockbroker and learned valuable lessons from his experiences. He decided that he wanted to reverse this equation and buy a business instead.
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How2Exit
OCTOBER 15, 2023
Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He has extensive experience in entrepreneurship, sales, and marketing, and has successfully acquired and grown multiple businesses.
How2Exit
DECEMBER 11, 2023
b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.
How2Exit
OCTOBER 2, 2023
b' rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses.
How2Exit
FEBRUARY 26, 2023
Concept 1: Maximize business value when exiting. Exiting a business is a major decision that requires careful planning and consideration. It is important to maximize the value of the business when exiting, in order to ensure that the process is as successful as possible. Concept 2: Invest in real businesses.
The TRADE
OCTOBER 10, 2023
LMAX Group is set to acquire FX business Cürex, bringing together their respective distribution scale and technical capabilities in a bid to create a stronger offering for clients. After more than a decade of building Cürex, I will be leaving the business, following completion of the acquisition.
How2Exit
MARCH 27, 2023
In today's business world, investing in real entrepreneurs is still essential for success. Ackler's story is a great example of how investing in real entrepreneurs can pay off and help create a successful venture capital portfolio. Concept 8: Business Model Matters Business model matters.
Midaxo
APRIL 17, 2023
Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.
The TRADE
OCTOBER 4, 2023
As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.
How2Exit
AUGUST 28, 2023
Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He has a background in finance and investment banking and started his own business before launching DueDilio.
GillAgency
FEBRUARY 10, 2022
There are no short cuts to selling your business unless you are in dire needs. If that is the case, you must read our article – How to sell my business fast. The average small to medium scale business sells in 9 months. Exiting a business is most likely the single most important thing a company will do.
Growth Business
SEPTEMBER 21, 2023
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Venture capital jobs are rare to come by. What a job at a VC firm involves “In venture capital, every day is different,” says Laura Willming, head of portfolio talent at Octopus Ventures. “In Here are some typical responsibilities.
Devensoft
AUGUST 24, 2023
Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion. Get a copy to-go.
The TRADE
OCTOBER 31, 2024
Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.
Growth Business
AUGUST 3, 2023
By Anna Jordan on Growth Business - Your gateway to entrepreneurial success So, you’ve got your idea in place and your business is running, now you just need some money. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds.
Tyton Partners
MARCH 28, 2024
For example, Cengage had a competitive high school product portfolio and a market-leading database business in Gale, while Scholastic was a leading literacy player across institutional and consumer channels with its own K-5 basal ELA program. A handful of players tried to break in. Today, the Big Four is no more.
The TRADE
OCTOBER 9, 2023
Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much. Ruffles says.
Peak Frameworks
MAY 17, 2023
For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy. In 2015, Goldman Sachs used VBA to automate the process of updating pitch books, cutting the time spent on the task by 50%. To access the VBA editor in Excel, press Alt + F11.
Razorpay
SEPTEMBER 19, 2024
Reputable Payment Gateways: During upfront payment, clients trust the business with their financial information. software, e-books, music) Physical goods from online retailers Pre-orders for upcoming product releases 2. Requesting upfront payment is beneficial for both businesses and clients in several situations.
Software Equity Group
APRIL 4, 2023
While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. Our focus during this phase was on scaling the business through organic growth and an aggressive M&A strategy.
The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
Razorpay
NOVEMBER 30, 2023
How is the ecosystem evolving now that NBFCs are finally embracing digital transformation and innovative business models of working with Fintechs? They want it to be quick and convenient, like shopping online or booking a hotel. The new businesses are doing good and that too with minimal NPAs. RazorpayX Digital lending 2.0
The TRADE
OCTOBER 18, 2024
Not that the seemingly never-ending list of aforementioned market occurrences had noticeably hindered the prime business. Those are the relatively commoditised parts of the business. So you can see how this growth and momentum just starts to really build over time.” They need a financing platform to support all of that.
Accenture Capital Markets
OCTOBER 26, 2022
FAs need new strategies to help increase investors’ awareness on how to access knowledge on investing, on the capital markets themselves, and the role of the FA in preparing a professional, personalized portfolio. The alternative would be a loss of momentum, a loss of influence and a loss of clientele.
Mergers and Inquisitions
JANUARY 10, 2024
The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.
The TRADE
JULY 24, 2023
He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business.
The TRADE
OCTOBER 9, 2024
When people have ownership in their function and they can see their contribution to the business, that really motivates them to make sure that they are constantly improving,” she explains. “In In nothing short of a baptism of fire, he took his first steps into trading in January 2007 in the build-up to the global financial crisis.
Mergers and Inquisitions
SEPTEMBER 11, 2024
The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep. Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.:
The TRADE
DECEMBER 21, 2023
Suddenly the longstanding narratives of ‘giving up control’, ‘loss of information’ and ‘replacing jobs’ have been replaced with the realisation for some fund managers that you can supplement your trading desk with an outsourced trading provider by turning to them for a particular geography, asset class or cover for holiday periods or busy times.
Mergers and Inquisitions
APRIL 19, 2023
Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. On the producer side, you can see how much they spend to build new plants, factories, and processing centers.
Cleary M&A and Corporate Governance Watch
MAY 10, 2023
The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. 14] The Company moved to dismiss the Complaint on the grounds that the Board’s decisions concerning the Challenged Provisions are protected by the business judgment rule. [15]
Devensoft
JUNE 13, 2023
On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Business Partners : Organizations often have strategic alliances, joint ventures, or partnerships with other companies.
Razorpay
APRIL 10, 2025
E-mandate means a digital payment solution that allows businesses and individuals to automate recurring payments on a scheduled basis without manual intervention. Business payments Business owners can use e-mandates to automatically debit customers’ accounts for payments, which can reduce friction and ensure timely payments.
The TRADE
FEBRUARY 7, 2025
For dealers and asset managers, technology becomes a core business requirement, and market share tends to accrue to firms with the most efficient and scalable infrastructure. Greater efficiency also unlocks new business models. Data is the lifeblood of any automated trading business. Automated trading systems operate similarly.
The TRADE
APRIL 30, 2025
Originally joining Glenmede in 2015 as an equity trader, she took on her role heading up the buy-side firms equities trading business in 2017. “Relevance is important in any business but even more so with the shifts that we see in ours and the constant changes with regulation, product, algorithms, exchanges and trading venues.
InvestmentBank.com
MAY 18, 2021
Most facilities are owned by private sector businesses while other community hospitals are either non-profit, for-profit, or government owned. The key issue is that most businesses in this subsector started off as one-product companies and raised large amounts of capital without considering clinical utility and economic benefits.
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