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 20, 2024
b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.
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How2Exit
NOVEMBER 12, 2023
b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Army soldier, engineer, and pilot.
How2Exit
JUNE 20, 2023
The Top 20 SMB (Main Street) M&A Influencers to Follow in 2023 and other Resources Here are the top people to follow if you are into or looking to get into buying, growing, and selling small businesses. If you are "Becoming an Acquisition Entrepreneur," start here for free. as they mostly create content for larger deals.
TechCrunch: M&A
MAY 8, 2023
First, it is snapping up Blinkist , a startup out of Berlin that had built a platform to discover and read abbreviated versions of longer non-fiction books — “Blinks” that typically take no more than 15 minutes to read or listen to. Blinkist’s last valuation was $160 million in 2018 , when it raised $18.8
Francine Way
JULY 17, 2017
The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building a historical 3-statement model and a debt-interest schedule. Building the go-forward 3-statement model. Building the go-forward 3-statement model. Building the go-forward debt-interest schedule.
How2Exit
MARCH 14, 2023
Sharon Brown, an investor at Angel Investor Too, is an expert in this field and has identified five different types of products or services that entrepreneurs should be aware of. Knowing the purpose of your product or service will help you to develop a framework that will enable you to scale and exit.
How2Exit
JULY 23, 2023
Their team is experienced in M&A, and they hire the best talent available. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions. Carvalho also highlights the value of hands-on experience in the M&A space.
Francine Way
JULY 12, 2017
Build proforma income statement and balance sheet. As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Derive Free Cash Flow to Firm (FCFF).
How2Exit
MARCH 18, 2023
With fifteen years of experience starting, growing, buying, and selling businesses, Jeanette is passionate about building value in a business through innovation and empowering people. Ron Concept 1: Start Small, Dream Big When it comes to starting a business, it is easy to be overwhelmed by the thought of the potential risks and obstacles.
Beyond M&A
SEPTEMBER 15, 2023
A Distinctive Voice in the Startup Literature Having had the privilege of delving into countless books on technology, startups, and the philosophy of problem-solving, it’s rare that one resonates deeply and prompts changes to the way you think about product development. He doesn’t dissapoint.
How2Exit
MARCH 1, 2023
Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. He believes that attorneys often have a reputation for killing deals and that they should only be brought in once the deal is nearly done and due diligence needs to be completed.
How2Exit
FEBRUARY 26, 2023
7 Things My Team and I Learned About SMB M&A On My Episode With Lana Coronado - Watch E1 Here As I release this nearly 2 years later, I want to give a special thank you to Lana; even though you have "retired," you have continued to be a stand for me and my success. Lana also co-authored a book about investing in real businesses.
How2Exit
OCTOBER 29, 2023
Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn _ rn About The Guest(s): David Dodson is one of the original search funders, a retired investment banker, investor, and CEO of multiple companies. Reconciled sets the standard for consistency and quality that you can count on.
How2Exit
MARCH 9, 2023
After college, Dana continued to build his business and invested heavily in self-education. Concept 2: Write Books Quickly And Easily Dana's experience with writing books also speaks to the potential of writing books quickly and easily. This inspired him to pursue a lifelong passion of making money online.
How2Exit
MARCH 22, 2023
His advice is to start small and build up to bigger returns. This way, entrepreneurs can build up their resources and make sure they have the financial security they need before jumping into bigger deals. By starting small and building up to bigger returns, entrepreneurs can get the experience they need to succeed in the long run.
How2Exit
DECEMBER 18, 2023
Their team is experienced in M&A, and they hire the best talent available. Bakari speaks at the entrepreneurship through acquisition program at Cornell's business school and has a unique background in the field, having dropped out of college and learned about M&A through self-study and attending classes at top business schools.
How2Exit
JULY 29, 2024
She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell. based clients.
OfficeHours
FEBRUARY 9, 2024
The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. Not only did the groups do completely different things (RX/bankruptcy vs. tech M&A), but even the deal processes ran differently. Intention to Lateral?
How2Exit
OCTOBER 15, 2023
Their team is experienced in M&A, and they hire the best talent available. rn Building relationships and networking are crucial in the acquisition space. rn Building relationships and networking are crucial in the acquisition space. Reconciled sets the standard for consistency and quality that you can count on.
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. For many, it can be a daunting experience, filled with the possibility of making costly mistakes.
How2Exit
OCTOBER 2, 2023
Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn - rn rn About the Video/Host: rn Codie Sanchez is an entrepreneur, investor, and founder of Contrarian Thinking, a platform that educates and empowers individuals to buy and grow businesses. rn "The highest leverage activity is cash."
How2Exit
MARCH 21, 2023
Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Due diligence is a key factor in any business transaction.
Devensoft
AUGUST 22, 2023
Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? Navigating M&A valuations with precision is paramount for informed decision-making. Accurate M&A valuations are crucial for determining fair purchase prices, identifying synergies, and evaluating potential risks.
How2Exit
MAY 20, 2024
Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. His contributions extend to a YouTube channel dedicated to sharing knowledge on entrepreneurship and business transactions.
How2Exit
MARCH 10, 2023
Ron Post Show notes: At the time of this interview, I was already knee-deep in the outline and had started writing a collaborative book building Rapport. Concept 2: Listen to Build, Not Tear Down Morgenstern's experience as an entrepreneur, venture capitalist, and author has given him a unique perspective on success.
Beyond M&A
SEPTEMBER 8, 2023
Scale & Resilience: Single points of failure don’t raise many eyebrows until a potential investor identifies them as risks that could jeopardise their investment. Most teams, driven by a commercial mindset, build solutions tailored to their immediate customer needs. This recurring pattern can be disillusioning.
Devensoft
JUNE 13, 2023
Preparing for Post-Merger Integration or Divestiture In this chapter, we will discuss the steps that need to be taken before embarking on an M&A integration or divestiture transaction. For any mergers and acquisitions (M&A) or divestitures team, understanding the company’s goals and objectives is crucial for success.
How2Exit
MARCH 2, 2023
Ron Concept 1: Set Your Own Agenda Scotty's story also highlights the importance of setting your own agenda. In business, you have to make your own season and create your own agenda. It can be difficult to switch from following someone else's agenda to setting your own, but it is essential if you want to make progress and reach success.
How2Exit
APRIL 25, 2023
He also became a best-selling author, investor, and keynote speaker. He was able to build a supportive network of fellow entrepreneurs and venture capitalists who provided him with the resources he needed to succeed. Instead, he began his career as a banker at JP Morgan, working 120 hours a week and sleeping at his desk.
How2Exit
OCTOBER 2, 2022
Virtual assistants are not only the best way to free up time, but they can also help a business scale. The right person for the job can make all the difference. Why outsource tasks Hiring a virtual assistant can be a great way to free up time and delegate repetitive tasks.
How2Exit
MARCH 27, 2023
They released their investors of half of their commitments and stopped taking fees. Concept 2: Do Your Research Ackler's story begins with the sale of his third company, which he sold "because it was the right thing to do for our investors, for our LPs." His third venture, however, was a success. billion in revenue in just five years.
How2Exit
MARCH 15, 2023
This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. He had to read books, do research, and figure out how to make it work.
How2Exit
FEBRUARY 23, 2023
The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.
How2Exit
DECEMBER 11, 2023
Their team is experienced in M&A, and they hire the best talent available. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Reconciled sets the standard for consistency and quality that you can count on.
How2Exit
OCTOBER 3, 2022
As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. Monthly recurring revenue (MRR) growth is the most important factor with non-recurring revenue tied to MRR clients acting as a bonus for buyers.
Growth Business
AUGUST 3, 2023
Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I And we did it.
Razorpay
JUNE 10, 2023
Every single financial transaction made for or by the company is recorded in various books of accounts, starting with the Journal. Financial Accounting The objective of Financial Accounting is to prepare financial reports for external stakeholders of the business, like investors, creditors, regulators and the general public.
iMerge Advisors
APRIL 14, 2025
In this article, well break down what buyers expect, when audits or GAAP compliance become essential, and which financial documents are often overlooked yet critical in a successful M&A process. Summary of: Will a Buyer Expect Audited or GAAP-Compliant Financials? What Financial Documentation Are You Overlooking?
Mergers and Inquisitions
SEPTEMBER 11, 2024
Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: In practice, most of this M&A activity consists of asset acquisitions because buying individual solar plants and wind farms is common. Some knowledge of solar and wind assets, batteries, etc.,
Wizenius
JULY 18, 2023
5) Financial Modelling: Practice building financial models to sharpen your skills. Dive into their Annual Reports, Investor presentations, and research reports, especially the initiating coverage reports. Not only will it help you manage stress, but it will also help you build good relationships with colleagues.
Mergers and Inquisitions
APRIL 19, 2023
Metals & mining investment banking used to be a “sleepy” group. Many people viewed the sector as a short, poorly dressed cousin of oil & gas, but concentrated in places like Canada and Australia. For example, Capital IQ splits up the sector by metal type (aluminum, diversified, copper, gold, precious metals, silver, and steel).
Mergers and Inquisitions
JANUARY 10, 2024
By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring.
The TRADE
SEPTEMBER 28, 2023
Increasingly fragmented liquidity paired with dwindling volatility and divergent rate hikes globally have discouraged the already shrinking number of traditional liquidity providers from offering up balance sheet, particularly in size. I don’t yet see an increase in confidence around the price at which larger size will clear.
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