Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. It’s about more than just profit; it’s about finding a purpose to keep you motivated. Growth Potential : Are you aiming to expand an existing portfolio?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading 57

Trading Capital Broker Portfolio Management 57

Lake Country Advisors

JANUARY 3, 2025

Investing in tech companies for sale offers unparalleled opportunities for growth, profitability, and market dominance. Whether youre a seasoned investor or exploring a new venture, partnering with a technology broker ensures you confidently navigate this complex process.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Acquisitions 52

The TRADE

JULY 4, 2024

Avelacom has expanded its low latency solution portfolio through enabling access to the Brazil Stock Exchange (B3), providing clients a direct market access port to B3’s matching engine. Aleksey Larichev This development comes as Avelacom becomes an RCB (Rede de Comunicação B3 – B3 Communications Network) provider.

Stock 62

Stock Trading Proprietary Trading Capital Market 62

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Aspects of your business such as revenue consistency, profitability, and growth rate are typical KPIs that will pique the interest of buyers.

Business 96

Business Sale Negotiation Broker 96

Sun Acquisitions

SEPTEMBER 30, 2024

While revenue and profit margins undoubtedly play a central role, savvy sellers understand that several unexpected factors can profoundly impact valuation. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sun Acquisitions

MARCH 26, 2024

This disparity underscores the importance of business acquisition as a strategic move to balance portfolio risk. A reputable paving company brings a portfolio of completed projects, a track record of quality, and a brand name that can open doors to new opportunities.

Acquisitions 52

Acquisitions Portfolio Economics Business 52

Sun Acquisitions

JUNE 28, 2024

Enhanced Product and Service Offerings Acquiring a business that complements the existing product or service portfolio can be a game-changer for small enterprises. When executed strategically, acquisitions can contribute to revenue growth and profitability.

Business 59

Business Acquisitions Mergers and Acquisitions M&A 59

The TRADE

OCTOBER 18, 2024

Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% The bank also highlights to us how “as a global multi-asset class prime broker, we are structured to deliver the widest range of services regardless of strategy type or product complexity”. in April 2023, to 92% in 2024.

Funds 67

Funds Broker Bank Banking 67

Sun Acquisitions

MARCH 27, 2024

In today’s business landscape, mergers and acquisitions (M&A) are not just about profit and market share. They want to ensure that organizations are profitable and responsible corporate citizens. The purchase allowed Danone to expand its portfolio of environmentally responsible products.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.) This leads to greater multi-state licensing concerns (e.g.,

Insurance 52

Insurance M&A Advisory Funds 52

Sun Acquisitions

AUGUST 2, 2024

For instance, acquiring a brand known for its organic or plant-based products instantly adds a range of health-focused items to the distributor’s portfolio. This efficiency is particularly important when expanding into new product lines, as it helps maintain profitability while offering a broader range of products.

Food 52

Food M&A Mergers and Acquisitions Portfolio 52

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. The broker-dealer network facilitates such decentralized trading of derivatives, equity and debt instruments. It proves to be a prerequisite for analyzing the business’s strength, profitability, & scope for betterment.

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

Lake Country Advisors

OCTOBER 3, 2024

This guide delineates the various types of business sales, analyzes the corresponding tax ramifications, and underscores the importance of collaborating with a team of experienced transaction specialists, including a proficient business broker.

Business 52

Business Mergers and Acquisitions Sale Capital 52

Sun Acquisitions

SEPTEMBER 16, 2024

Enhance your business’s attractiveness to potential buyers by focusing on key value drivers such as revenue growth, profitability, customer retention, intellectual property, and operational efficiency. A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers.

Negotiation 59

Negotiation Business Sale Management 59

Sun Acquisitions

MARCH 26, 2024

With input costs surging, companies are scrambling for viable strategies to maintain profitability without passing on additional expenses to the already strained consumer. Through strategic acquisitions, companies can diversify their portfolio, which can cushion the impact of cost increases in certain areas of their operations.

Food 52

Food M&A Mergers and Acquisitions Acquisitions 52

Peak Frameworks

SEPTEMBER 19, 2023

Often termed the 'safe haven' of the financial world, T-Bills provide an intriguing blend of stability and profitability. Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions. government. Let's delve deeper and comprehend the allure of T-Bills.

IT 52

IT Government Investors Economics 52

Sun Acquisitions

FEBRUARY 14, 2024

Diversification: Diversifying your business portfolio can be a prudent goal. Self-Financing: Self-financing involves using your existing cash reserves or profits to fund the acquisition. The post Matching Financial Strategies to Business Acquisition Goals appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Acquisitions 59

Acquisitions Business Debt Finance 59

Sun Acquisitions

JANUARY 26, 2024

Acquiring a paving business that fills gaps in a company’s portfolio can rapidly extend its service offerings. It is crucial to examine the financial health of the target company, including its revenue streams, debt levels, and profitability margins.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

Growth Business

JULY 11, 2023

2) Invoice discounting / factoring ‘Many businesses fail to realise that one of the biggest assets on the balance sheet is the money owed by debtors,’ says Alex Hilton-Baird, who heads up his eponymous commercial brokering firm. They chase turnover or focus on profits, but unless you’ve got cash your business isn’t going to survive.’

Finance 75

Finance Finance Business Funds 75

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., and EBITDA gives buyers a better sense of the agency's future profitability. aggressive competition, regional chains, etc.). Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” Often we won’t commit orders fully to a broker.

Trading 57

Trading Bulge Bracket Asset Management Banking 57

Sica Fletcher

JUNE 20, 2024

Effectively, this means that, for the first time , buyers are purchasing insurance agencies at a loss for themselves in order to capitalize on what they see as profitable long-term investments. operating profit as a percentage of total revenue) when performing your valuation.

M&A 52

M&A Insurance Valuation Equities 52

How2Exit

AUGUST 28, 2023

Prospective service providers must fill out an application and undergo a face-to-face interview to assess their background, experience, and client portfolio. This can help them make informed decisions and develop strategies to drive growth and increase profitability.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. Elsewhere, other local regulatory changes and benchmark replacements continue to impact prime brokers.

Broker 111

Broker Asset Management Trading Funds 111

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. Outside of the U.S., the 167-year-old Swiss bank, Credit Suisse, also suffered a crisis of confidence.

Bank 52

Bank Banking Investment Economics 52

The TRADE

DECEMBER 21, 2023

But the acceptance turned out to be just one element in a perfect storm of factors pushing many firms towards outsourced trading, including increasingly complex markets, regulation, rising costs, declining profits, fee pressures, market structure changes like T+1, and the war for talent. Why are firms outsourcing?

Trading 62

Trading Management Funds Asset Management 62

Lake Country Advisors

JANUARY 16, 2025

Investing in a business broker tailored to niche industries like manufacturing, wholesale, construction, or technology ensures smooth transactions and maximum value. These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential.

Broker 52

Broker Manufacturing Business Valuation 52

Lake Country Advisors

JANUARY 21, 2025

This can be a transformative step for high-net-worth individuals or seasoned investors to build wealth, diversify their portfolios, and achieve long-term financial goals. It reflects its ability to generate consistent revenue, maintain profitability, and sustain operations during economic fluctuations.

Business 105

Business Investment Profitability S&P 105

Sun Acquisitions

MARCH 10, 2025

Yet even in more turbulent times, a business with strong attributes (sustained growth, profitability, and customer relationships) is an attractive target. Buyers will scour your inventory turnover numbers, your route profitability and other critical metrics. Gaps in your client portfolio should also be considered.

Food 59

Food Business Broker Sale 59

Sun Acquisitions

FEBRUARY 11, 2025

As companies strive to balance profitability with environmental and social responsibility, mergers and acquisitions (M&A) are emerging as a strategic tool to accelerate sustainable growth. The post The Role of M&A in Driving Sustainable Growth appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 71

M&A Mergers and Acquisitions Business Profitability 71

Sun Acquisitions

DECEMBER 12, 2024

While all three approaches have merits, purchasing an existing business often offers unique advantages that can reduce risk, accelerate success, and streamline the pathway to profitability. Market Validation: The business has already validated its products or services in the marketplace.

Business 59

Business Profitability Mergers and Acquisitions Capital 59