How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. Effective negotiation and due diligence are crucial in both buying and selling businesses.

Business 130

Business Negotiation Book-building Shares 130

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

Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

Business 52

Business Sale M&A Negotiation 52

Mergers and Inquisitions

JULY 12, 2023

This startup claims that its service can boost Analyst productivity by 30% and generate millions in extra fees for the average bank, and it plans to sell it to boutique banks for $2,000 per month. They want a $2 million seed investment at a $20 million post-money valuation, meaning that we (the VCs) will own 10% if we invest.

Capital 52

Capital Valuation Boutique Bank 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. The table below outlines a few key criteria that you should consider before going through with a sale: Should I Sell My Insurance Agency? Are looking for a career change. Personal Considerations How Much Is My Agency Worth?

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 4, 2023

How does the offer align with your business valuation? Having a business valuation conducted periodically ensures you have a point of comparison if an unsolicited offer comes along. After spending years building a business and a brand, you need to know and be aligned with the buyer’s plans for the company post-sale.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Bank 123

Bank Banking Funds Government 123

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Solganick & Co.

MAY 13, 2024

May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. Interest rate movements will affect public company valuations and lending for deals. Aaron Solganick, CEO of Solganick & Co.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Scaling a company’s sales & marketing by hiring more sales reps. Also, you can get in more easily from a middle-market or boutique bank. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Chesapeake Corporate Advisors

APRIL 8, 2024

But while the macro data appears discouraging, firms like ours are still closing good deals with solid valuations and attractive terms. It takes a disciplined process to execute a company sale effectively—from the initial discussion about your business and what drives its value, through negotiating and closing the transaction.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

MAY 29, 2024

2) our team noted unexpected increases in the valuation multiples offered for insurance agencies, as depicted below. While insurance M&A did see slight dips in deal volume and average value (Fig.2) You can reach out to our team using the contact information below or through the contact page on this site.

M&A 52

M&A Insurance Equities S&P 52

Mergers and Inquisitions

JUNE 5, 2024

Many people find wealth management work boring or repetitive and do not like the heavy sales/cold-calling aspects. If you want higher compensation, the ability to advance without being great at sales, or more interesting work, many other options are far more accessible.

Investment Banking 59

Investment Banking Management Bank Banking 59

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. In contrast, others are interested in liquidating 100% of shares in a sale and exiting the company.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll also draft sales team memos and registration statements and conduct due diligence if you’re leading the offering. If it’s a 5-person regional boutique , take the BB capital markets offer.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

How2Exit

APRIL 29, 2024

rn rn rn Justin also considers the role of AI in enhancing business operations, particularly in generating better sales copy and streamlining processes. rn rn rn The episode rounds off with practical pointers for preparing a business for sale, with a timeline of 12-24 months in mind. What are they (the buyers) trying to buy?

M&A 130

M&A Mergers and Acquisitions Business Sale 130

How2Exit

JANUARY 13, 2025

Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. This perspective can be a significant hurdle, especially when business owners grapple with the valuation of their "baby."

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Growth Business

OCTOBER 31, 2024

Prepare Craft a clear and persuasive sales document that highlights your company’s potential. Be clear about your views on valuation and the equity stake you’re willing to offer. Depending on the stage of your business, this could be a pitch deck or an information memorandum.

Investment 97

Investment Investors Equities Business 97

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). Valuation – Since many people perceive gold as a stable, irreplaceable store of value, gold miners often trade at higher multiples than base metal miners (see the examples below).

Investment Banking 52

Investment Banking Bank Banking Investment 52