Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
[Audio] Embracing Change & Community: The Keys To Startup Success With Chris Heivly
JD Supra: Mergers
JULY 17, 2024
How can a founder transition from a successful entrepreneur, to empowering other entrepreneurs by becoming a key figure in building startup communities?
Book-building 
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Mastering Mergers and Acquisitions: The Art of Creating Value with Steven Kuhn
How2Exit
OCTOBER 11, 2023
rn Visit [link] rn _ rn About The Guest(s): Steven Kuhn is a mergers and acquisitions expert, turnaround expert, and coach. Steven is also the co-author of the book "Humble Alpha: Own Your Presence and Find Your Edge in Life." rn Summary: Ronald Skelton interviews Steven Kuhn, a mergers and acquisitions expert and turnaround expert.
Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey
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. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.
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Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions
How2Exit
DECEMBER 18, 2023
b' E169: Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions - 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. rn "I actually don't put up a lot of money.
7 Things We Learned About Entrepreneurship By Interviewing Dana Derricks - Author of Multiple Books, 3 Time 2 Coma Club Winner, and Goat Farmer
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. Dana's experience speaks to the potential of writing books quickly and easily.
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The Business Transition Handbook: Navigating the Path to Success W/ Laurie Barkman
How2Exit
SEPTEMBER 18, 2023
From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Laurie Barkman is the CEO of a privately held company and a certified mergers and acquisitions advisor. She is also the host of the "Succession Stories" podcast and the author of the book "Business Transition Handbook."
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Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy
How2Exit
APRIL 22, 2024
b' E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy - Watch Here rn rn About the Guest(s): rn Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build." rn "We're going to learn a lot today.
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Joanna Oakey: Navigating Emotional Dynamics in M&A Deals
How2Exit
NOVEMBER 20, 2023
rn Visit [link] rn _ rn About The Guest(s): Joanna Oakey is an author, attorney, and podcaster specializing in mergers and acquisitions for small to medium-sized enterprises (SMEs). She emphasizes the need for buyers to have emotional intelligence (EQ) and to build rapport with sellers in order to create win-win deals.
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12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho
How2Exit
JULY 23, 2023
Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. He emphasizes the need to avoid spreading oneself too thin and instead concentrate on building expertise in a specific area. Their team is experienced in M&A, and they hire the best talent available.
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David Dodson: OG Of SearchFunds, Created and Teaches ETA for Stanford GSB Shares ETA Success
How2Exit
OCTOBER 29, 2023
He is also the author of "The Manager's Handbook," a best-selling book in the business space. Dodson has extensive experience in the world of small to medium-business acquisitions and mergers. rn Building a team is essential for success, and managers should focus on finding the right people and creating a positive work environment.
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Guide to Selling Your Business on How2Exit's Interview W/ Jay Rodgers
How2Exit
SEPTEMBER 4, 2023
rn Visit [link] rn rn About The Guest(s): Jay Rogers is an entrepreneur, author, and seasoned mergers and acquisitions professional. In this episode, he shares his insights and experiences in the world of mergers and acquisitions. rn Clean books add value to a company and make it more attractive to buyers.
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Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen
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. rn rn rn "My wealth managers valued my business.
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Want to Know How to Dominate Negotiations? Master Negotiation Secrets: Unlock Deals Like a Pro
How2Exit
DECEMBER 16, 2024
He has also authored several books on negotiation, including Beyond Negotiating From Fear to Fearless , Beyond Negotiating Influence Rapport Results , and Evolve or Be Slaughtered: Negotiation for the 21st Century. Effective negotiation requires balancing empathy and strategy, particularly in complex, multi-party business transactions.
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David Bateman: From Failed Businesses to Successful Deal Maker & Sourcing Expert
How2Exit
OCTOBER 15, 2023
rn Visit [link] rn _ rn About The Guest(s): David Bateman is a deal sourcing expert and co-founder of Just Deal Flow, a company that helps individuals and organizations source off-market deals for mergers and acquisitions. They discuss David's journey in entrepreneurship and how he got involved in mergers and acquisitions.
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7 Things I Learned from Lana Coronado - Author and Chair for MBH who have acquired 25 companies in less than 2 years.
How2Exit
FEBRUARY 26, 2023
Lana also co-authored a book about investing in real businesses. The book covers the steps that can be taken to make a business worth buying, such as understanding the market, preparing for the sale, and understanding the legal aspects of the transaction. Concept 3: Network to build relationships.
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How Will ChatGPT Change M&A?
Midaxo
APRIL 17, 2023
LLMs get their ‘intelligence’ from being trained on a massive amount of data — basically most of the public internet and a lot of books. There aren’t many examples of post-merger integration plans that the AI would have seen, but many of the concepts that go into a post-merger integration plan are described well in the content it has ‘read’.
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Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets
How2Exit
SEPTEMBER 2, 2024
Cian O'Toole : Cian O'Toole is an accomplished chartered accountant with substantial expertise in mergers and acquisitions. This duo delves deep into the mechanics of acquiring businesses, navigating mergers and acquisitions (M&A), and the unique challenges faced by SMEs. They didn't have a debtor book.
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Salas O’Brien CEO Looks to Continue ‘Merger’ Spree
The Deal
JULY 18, 2023
“We call them mergers,” Anderson said via Zoom, sitting at a desk at one of the firm’s Florida offices where he had just finished revealing to his more than 2,200 employees the company’s May deal for Daytona Beach, Fla. .” Private engineering and technical consulting firm Salas O’Brien Inc.
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Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig
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. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process.
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Trading Treadmills for Acquisitions: Reid Tileston's Journey to Entrepreneurial Success
How2Exit
APRIL 2, 2024
He also authored a book, "Grit It Done," and is committed to helping others achieve their American dream of business ownership. rn Episode Summary: rn In this episode of How2Exit host Ronald Skelton welcomes Reid Tileston to dive deep into the world of mergers and acquisitions. at Case Western Reserve University.
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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk
Mergers and Inquisitions
JANUARY 22, 2025
At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. On the other hand, IB beats it for deal-based hedge fund strategies, such as merger arbitrage and activist investing.
Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses
How2Exit
OCTOBER 7, 2024
E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. In the fast-paced world of mergers and acquisitions, the role of business valuation cannot be underestimated.
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10 Things You and I Can Learn about M&A and Entrepreneurship from Our Interview of Jeanette Holm - Award Winning Entrepreneur
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. She worked hard and the business quickly grew to the point where she was able to put a CEO in place and focus on learning how to build businesses.
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Top 20 SMB M&A Influencers to Follow On Social Media in 2023 and Other resources
How2Exit
JUNE 20, 2023
E31 Joanna Oakey not active but @aspectLegal Joanna Oakey TheDealRoom Australia’s First and Only Mergers and Acquisitions podcast! Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Host of the #1 Business Podcast in the UK "Scale Up With Nick Bradley".
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Delving Deeper into the Patterns of Tech Due Diligence
Beyond M&A
SEPTEMBER 8, 2023
Most teams, driven by a commercial mindset, build solutions tailored to their immediate customer needs. Our methodology isn’t drastically different from the targets we assess. Our primary focus remains on leveraging technology to bolster business growth. That’s why you hire us.
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Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers
How2Exit
DECEMBER 22, 2023
He is passionate about small business entrepreneurship and has extensive experience in small business mergers and acquisitions. Intrigued by the idea, Eric delved into the subject, devouring books and resources on entrepreneurship through acquisition. Reconciled sets the standard for consistency and quality that you can count on.
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11 Concepts We Can Learn About Starting Business You Plan to Exit on How2Exit's Interview W/ Serial Entrepreneur And Author Jeff Wald
How2Exit
APRIL 25, 2023
He was able to build a supportive network of fellow entrepreneurs and venture capitalists who provided him with the resources he needed to succeed. This has drastically lowered the cost of building technology and has changed the “buy versus build” dynamic. As a result, tech valuations are becoming more balanced.
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13 Concepts You and I Can Learn About Buying and Selling Businesses From How2Exit's Interview With Dr. Chris Daigle
How2Exit
MARCH 22, 2023
Chris Daigle, an expert in small to medium-business acquisitions and mergers, has made a career out of helping businesses scale quickly and make growth easy. His advice is to start small and build up to bigger returns. It is also important to understand the different types of M&A, such as buyouts, mergers, and acquisitions.
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Post-Merger Integration Playbook: A Step-by-Step Guide to Successful M&A Transactions
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.
M&A 52
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People Moves Monday: Citi, BNY Mellon and UBS
The TRADE
OCTOBER 9, 2023
Mortimore previously worked for Citi for almost 15 years (before departing in 2016), where he worked on building out the first iteration of the rates algo trading offering both in North America and EMEA. Zain Nizami, global head of cash equity trading, will also join ESMF as well as having oversight of CRB risk.
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M&A security: How to protect your next M&A (Part 3)
Quest: Mergers & Acquisitions
AUGUST 19, 2019
Firemen don’t rush into burning buildings in their gym gear. Approaching a merger and acquisition requires similar corporate protection processes and solutions and in just as short a timeframe. Learn more ways in the ebook: How Mergers and Acquisitions Impact Data Security.
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11 Concepts We Can Learn About Why People Are The Important Part Of An M&A Deal From How2Exit's Interview W/ Kison Patel
How2Exit
JUNE 26, 2023
Ron Concept 1: Integration Makes Or Breaks Deal Integration is an essential part of any successful merger or acquisition. In conclusion, integration is an essential part of any successful merger or acquisition. Communication is also key when it comes to building excitement and removing fear, uncertainty, and doubt.
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9 Things We Learned About the Legal Side Of Acquiring Businesses From Interviewing Joel Ankney - Attorney and Author in the SMB M&A and Commercial Real Estate
How2Exit
MARCH 1, 2023
Concept 5: Help Clients Achieve Goals Mergers and acquisitions (M&A) can be a daunting process. Real estate transactions involve the sale of a property, such as a dental office or a single building. Another way to achieve success faster is to use the principles outlined in Napoleon Hill's book Think and Grow Rich.
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Roman Beylin: Revolutionizing Due Diligence with DueDilio
How2Exit
AUGUST 28, 2023
rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. rn Introduction: The Birth of DueDilio rn Roman Beylin, the founder and CEO of DueDilio, stumbled upon the world of mergers and acquisitions (M&A) by accident.
The c-suite series: M&A transition service agreements (Part 4)
Quest: Mergers & Acquisitions
JULY 11, 2019
The details are in the fine print, as they say, and in the case of IT integration for mergers and acquisitions (M&A) it’s in the transition service agreement (TSA). Here’s how to include them in crafting TSA deadlines: Create rapport with your IT decision makers to build trust.
M&A 52
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How to Estimate Target Value: 19 Questions to Ask
M&A Leadership Council
JULY 13, 2023
The Art of M&A® / Due Diligence: Precedent Transactions Analysis An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist , or CMAS ® credential.
How to Estimate Target Value: 19 Questions to Ask
M&A Leadership Council
JULY 13, 2023
The Art of M&A® / Due Diligence: Precedent Transactions Analysis An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist , or CMAS ® credential.
Mastering M&A Valuations: The Comprehensive Guide to Utilizing the Enterprise Value Calculator
Devensoft
AUGUST 22, 2023
Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? Delve into fundamental concepts like EBITDA multiples, discount rates, and terminal values, empowering you to wield sound judgment in the realm of mergers and acquisitions.
M&A 52
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The Full Guide to Pre-MBA Internships: Are They Worth It?
Mergers and Inquisitions
APRIL 24, 2024
You’ve prepared independently, including studying the technical skills and building/researching [Models, stock pitches, sample portfolios, etc.] , and you’re confident you can add value or save time for the team. Instead, pick a single company and give yourself 1-2 hours to assess it and build a simple model.
IT 59
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Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?
Mergers and Inquisitions
MAY 10, 2023
You can see a breakout of deals by specific country below, based on the same sources (ION Analytics, Dealogic, and Merger Market ): None of this means that Singapore is “bad.” If you have a bad day (client emergency, deal blow-up, last-minute pitch book, etc.), appeared first on Mergers & Inquisitions.
Maximizing M&A Success Through Process Optimization
Devensoft
AUGUST 14, 2023
Streamlining Integration Management Office (IMO) for Better Efficiency Mergers and Acquisitions (M&A) are complex undertakings that require careful planning and execution. The cultural differences led to significant internal conflict, with the HP board narrowly approving the merger by a single vote.
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Why Membership Is Declining at Regional Tire Dealer Associations
Focus Investment Banking
JULY 10, 2023
The new edition of my book, “ Buy, Build, Fix, Sell: Mergers & Acquisitions for Tire & Service Dealers ,” is out and available for sale at Amazon.com. I was a little surprised to discover that the years since my last book tour have not been kind to regional tire dealer associations.
Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?
Mergers and Inquisitions
MARCH 8, 2023
You must also consolidate information from various sources and present it effectively to build relationships and execute deals. The downside is that it takes a long time to get your own book, which creates a lot of market/cyclical risk. appeared first on Mergers & Inquisitions.
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