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The Role of Professional Advisors: Accountants, Lawyers, and Brokers in Guiding Financial Choices for Buyers and Sellers

Sun Acquisitions

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management.

Broker 59
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Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Sun Acquisitions

AI in Due Diligence Data Analysis and Risk Assessment Due diligence is a critical phase in M&A, involving the comprehensive assessment of a target company’s financials, operations, and legal standing.

M&A 59
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BCS Global Markets prime sales lead departs for boutique emerging markets bank

The TRADE

One of BCS Global Markets’ prime services sales leads has left the investment bank to join boutique merging markets broker and investment bank BancTrust. Kozin’s areas of expertise include high and low touch execution, securities financing, and market and credit risk assessment.

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13 Concepts We Can Learn About Due Diligence From How2Exit's Interview W/ Ahmed Raza

How2Exit

This lack of financial clarity can make it difficult for potential buyers to assess the value of a business and make informed investment decisions. The hosts also note that brokers can add an additional layer of complexity to the buying process.

Business 130
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M&A Due Diligence: Navigating the Path to a Successful Merger

Sun Acquisitions

Risk Assessment: Identify and evaluate potential risks associated with the target company. This includes financial risks, legal liabilities, market risks, and operational risks. A risk assessment matrix can help prioritize and mitigate these risks.

M&A 59
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People Moves Monday: In case you missed it

The TRADE

One of BCS Global Markets’ prime services sales leads, Grigoriy Kozin, left the investment bank to join boutique merging markets broker and investment bank BancTrust. Kozin’s areas of expertise include high and low touch execution, securities financing, and market and credit risk assessment.

IT 52
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Unveiling the Power of Technology in M&A Due Diligence: A Paradigm Shift in Deal Assessment

Sun Acquisitions

Technology aids in risk mitigation by enabling comprehensive compliance checks and automated monitoring of regulatory changes. Additionally, advanced due diligence platforms equipped with AI-driven risk assessment capabilities can flag potential red flags, helping acquirers navigate complex regulatory landscapes more effectively.

M&A 59