The TRADE

JUNE 14, 2024

Stephen Roche As part of the move, Jupiter will leverage Saphyre’s platform for the onboarding and maintenance of its trading relationships with brokers and custodians. Saphyre’s automated intelligence enables onboarding and maintenance of custody and broker trading, alongside synchronising associated reference data in real-time.

Broker 64

Broker Financial Institution Trading Investment Manager 64

How2Exit

AUGUST 5, 2024

Marketing Upgrades : Modernizing the digital presence and utilizing community involvement have been crucial strategies for improving brand recognition and customer engagement. Initially, the team encountered a cumbersome broker-led acquisition hampered by delays. “We overlap a lot. And I think that's what makes us work.

Business 130

Business Mergers and Acquisitions Collaboration Acquisitions 130

How2Exit

SEPTEMBER 26, 2023

rn Key Takeaways: rn rn Off-market deals offer faster sales and avoid the lengthy process of working with brokers. rn rn Quotes: rn rn "Off-market deals often offer a faster sell and avoid the lengthy process of working with brokers." Off-market deals refer to opportunities that are not listed by brokers or on public websites.

Negotiation 100

Negotiation Broker Business Private Equity 100

Sun Acquisitions

NOVEMBER 4, 2024

Actionable Insight: Utilize AI tools for automated data extraction and analysis during due diligence. The post Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Mergers and Acquisitions Risk Assessment Collaboration 59

OfficeHours

JUNE 6, 2023

Traditional private equity firms (commonly referred to as LBO private equity) utilize leveraged buyouts to purchase target companies. Finally, private equity firms also invest in infrastructure projects and real assets, such as transportation, utilities, energy, and real estate.

Private Equity 147

Private Equity Equities Debt Investment 147

Sun Acquisitions

SEPTEMBER 21, 2023

Engage with a professional business broker or advisor who can create a personal marketing plan targeting only qualified buyers who have signed non-disclosure agreements. Networking with professionals in your industry and engaging with business brokers can also help you connect with potential buyers who are actively looking for opportunities.

Sale 64

Sale Business Broker Valuation 64

Lake Country Advisors

AUGUST 7, 2023

In this regard, engaging with professional business brokers like Lake Country Advisors can comprehensively evaluate your business performance. Our team of experienced brokers can ensure a detailed and objective assessment, highlighting your strengths and identifying areas for improvement.

Business 96

Business Sale Negotiation Broker 96

Lake Country Advisors

FEBRUARY 16, 2024

Utilizing Business Brokers Utilizing the services of business brokers is a strategic decision that can significantly streamline the process of selling a manufacturing business. Engage reputable business brokers with experience in your industry.

Manufacturing 105

Manufacturing Business Negotiation Sale 105

Sun Acquisitions

SEPTEMBER 29, 2023

Engage with a professional business broker or advisor who can create a personal marketing plan targeting only qualified buyers who have signed non-disclosure agreements. Networking with professionals in your industry and engaging with business brokers can also help you connect with potential buyers who are actively looking for opportunities.

Sale 59

Sale Business Broker Valuation 59

How2Exit

SEPTEMBER 4, 2023

Richard also discusses the role of brokers and the importance of maintaining a good relationship with sellers throughout the buying process. rn Validate everything the broker and seller tell you; it's up to you to diligence it. rn Maintain a good relationship with sellers and use brokers as a resource.

Business 130

Business Mergers and Acquisitions Education Broker 130

Sun Acquisitions

NOVEMBER 30, 2023

Consider hiring a professional business valuator or working with a business broker to assess your business objectively. Utilize Social Media and Digital Marketing Social media is a powerful marketing tool that can help you reach a wider audience and create buzz around your business sale.

Sale 59

Sale Business Broker Media 59

Sun Acquisitions

JULY 31, 2024

Oasis maintains a skilled in-house team, utilizing subcontractors only for specialized electrical or plumbing work when needed. “At The post Oasis Painting & Renovation Announces Successful Transition Through Sun Acquisitions appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Acquisitions 59

Acquisitions Mergers and Acquisitions Consulting M&A 59

How2Exit

OCTOBER 2, 2023

He utilizes LinkedIn, email campaigns, and Twitter to reach out to founders directly, while also leveraging data platforms and M&A marketplaces to identify suitable targets. By building direct relationships with founders, SaaS Group can bypass competitive broker processes and establish a more personal connection.

Acquisitions 130

Acquisitions M&A Profitability Engineering 130

Sun Acquisitions

APRIL 2, 2024

Specializing in precision metal services and medical manufacturing, Grace has earned a stellar reputation for delivering custom metal parts utilizing various cutting-edge processes. to Grace Manufacturing appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Manufacturing 59

Manufacturing Sale Acquisitions Mergers and Acquisitions 59

Sun Acquisitions

JUNE 6, 2023

Holdings goal is to acquire, manage and grow small businesses by utilizing the existing cash flows generated by their family of companies. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. About C.O.I. Holdings, Inc: C.O.I. Holdings, Inc.

Manufacturing 52

Manufacturing Sale Acquisitions Mergers and Acquisitions 52

How2Exit

JUNE 10, 2024

Effective Search Strategy: Utilizing a combination of personal outreach and education programs, Shane efficiently identified and acquired a viable business within a few months. By leveraging both automated email campaigns and cold calling brokers, Shane built a solid foundation for his search. “Hey, I sent you an email.

Corporation 100

Corporation Mergers and Acquisitions Acquisitions Business 100

Sun Acquisitions

FEBRUARY 26, 2024

Utilizing M&A as a tool for diversification enabled our metal manufacturing clients to increase their operational scope, embrace innovative capabilities, and establish a safeguard against market instability.

M&A 52

M&A Manufacturing Acquisitions Utilities 52

Sun Acquisitions

FEBRUARY 7, 2023

Capital gains taxes on profits made from sale transactions can be reduced by utilizing specific strategies; meanwhile, certain costs related to making such sales (such as advertising or legal fees) can be deductible depending on individual circumstances. The post Thinking About Exiting?

Manufacturing 52

Manufacturing Business Negotiation Sale 52

How2Exit

JULY 8, 2024

Nick discusses his decision-making process in pivoting from a specialty chemical acquisition thesis to becoming industry agnostic, enabling a broader search that eventually led him to engage with a local broker.

IT 130

IT Mergers and Acquisitions Acquisitions Funds 130

How2Exit

FEBRUARY 25, 2024

Knowlden shares his insights on buying businesses, utilizing seller finance creatively, and constructing advantageous deal structures that benefit all parties involved. This acknowledgment has been instrumental in his ability to broker deals empathetically, reinforced by the rapport he builds with sellers and business leadership.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

Lake Country Advisors

JANUARY 3, 2025

Whether youre a seasoned investor or exploring a new venture, partnering with a technology broker ensures you confidently navigate this complex process. Instead of building R&D capabilities from the ground up, buyers can utilize existing resources, reducing costs while boosting productivity.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

Sun Acquisitions

AUGUST 12, 2024

Instead, valuation methodologies tailored to the digital realm, such as the income or cost approach adjusted for intangible assets, are increasingly being utilized. The post Driving Growth Through Digital Transformation in M&A appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Mergers and Acquisitions Valuation Discounted Cash Flow 59

The TRADE

DECEMBER 11, 2023

Previously in her career, she spent three and a half years as a cash equity broker at Tullett Prebon. Green joins from Fidelity Information Service (FIS), where he served as managing director, derivatives utility for the past eight years, following the firm’s acquisition of SunGard in 2015.

Trading 64

Trading Sale Electronics Financial Institution 64

Lake Country Advisors

SEPTEMBER 23, 2024

Employ Financial Analysis Tools : Utilize tools like trend analysis and ratio analysis to gain deeper insights into your business’s performance over time. Engaging with local business brokers can also provide tailored insights into how these economic climates are specifically impacting your local market.

Business 52

Business Sale Economics Profitability 52

Lake Country Advisors

JUNE 20, 2024

Moreover, we’ll highlight the invaluable role of a business broker in facilitating this process, providing you with the necessary expertise and guidance. Utilizing Technology and Virtual Data Rooms Utilizing technology and virtual data rooms can significantly streamline the due diligence process.

Sale 52

Sale Business IT Utilities 52

Sun Acquisitions

MAY 1, 2023

Utilize Professional Resources Available: This is the exact time to lean on professionals for expert advice such as M&A advisors, accountants, and attorneys. The post Fear of Change: Overcoming Hesitation When Selling a Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Business 52

Business Negotiation M&A Sale 52

Lake Country Advisors

AUGUST 28, 2024

Whether you’re in the manufacturing, healthcare, or technology sector, engaging local business brokers can streamline the process, providing expert guidance to maximize the value of your business. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Manufacturing Valuation 52

Lake Country Advisors

JUNE 24, 2024

Utilize Data Analytics: Employ data analytics to gain insights into your operations, identify trends, and make informed decisions that drive growth. Implement energy-efficient practices to reduce utility costs and invest in technology that can automate processes and reduce labor costs.

Business 52

Business Sale Mergers and Acquisitions Management 52

Sun Acquisitions

JUNE 6, 2024

Case Study A number of our clients in the metal manufacturing sector have successfully utilized strategic acquisitions to bridge their workforce gaps. For example, we recently sold a well- known 100 year old metal stamping business to a larger entity known for its more innovative technologies and processing techniques.

Manufacturing 52

Manufacturing Acquisitions M&A Utilities 52

Sun Acquisitions

MAY 8, 2023

By building up your savings beforehand and utilizing the professional resources available, you can be more confident that you can maintain your current lifestyle even after making such a significant transition.

Business 52

Business Sale M&A Utilities 52

Sun Acquisitions

JUNE 12, 2023

You can use several strategies to minimize your estate tax burden, such as gifting a portion of your business to your children or utilizing trusts. The post Navigating the Tax Implications of Business Sales for Family Businesses appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Business 52

Business Sale Capital M&A 52

Lake Country Advisors

AUGUST 9, 2024

Engage a manufacturing business broker to assist in this process. Strategic Marketing and Finding the Right Buyer Utilizing advanced marketing techniques is vital for reaching both local and global buyers. Engaging a professional manufacturing business broker like Lake Country Advisors can greatly simplify this complex journey.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Sun Acquisitions

AUGUST 19, 2024

Companies can optimize asset utilization and structure financing arrangements tailored to their specific asset profiles. The post Navigating Uncertainty: Strategies for Financing M&A Deals in a Volatile Economy appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Finance Finance Economics 59

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

Lake Country Advisors

AUGUST 6, 2024

Partnering with a skilled valuation expert and an experienced manufacturing business broker ensures an accurate and competitive valuation. Utilize advanced technologies and a critical path approach to ensure your marketing efforts are precise and impactful, reaching potential buyers locally and globally.

Manufacturing 52

Manufacturing Business Valuation Sale 52

Sun Acquisitions

JANUARY 26, 2024

One such strategy that has gained traction is utilizing mergers and acquisitions (M&A) to buy another med spa business with proven retail success into an existing Med Spa model. The med spa can utilize data to optimize inventory levels, preventing overstock and understock situations, which can harm retail sales performance.

M&A 52

M&A Retail Sale Mergers and Acquisitions 52

Lake Country Advisors

SEPTEMBER 5, 2024

Enhancing Operational Efficiency: Utilizes shared resources and integrated technology platforms to increase cost-efficiency and market responsiveness. Involving local business brokers can also be beneficial for understanding regional market nuances and facilitating smooth integration.

Mergers 96

Mergers Mergers and Acquisitions Acquisitions Management 96