How2Exit

SEPTEMBER 9, 2024

In this exciting episode, host Ronald Skelton engages with Steve Rooms—a highly experienced financial expert and M&A specialist. Financial Analysis: Deep diving into financial statements, understanding cash flow trends, and identifying red flags are essential steps.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

How2Exit

AUGUST 22, 2023

Financial planning and funding: Sweet mentions that his company does not have its own fund, so they raise funds for each acquisition. Financial planning and securing funding are essential aspects of the acquisition process. This led them to inquire further and seek clarification on the discrepancy.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

OfficeHours

JUNE 6, 2023

Industry Transformation and Restructuring: Certain private equity firms, particularly special situation funds, are often involved in industry transformation and restructuring efforts. Through extensive due diligence and financial analysis, they identify investment opportunities with favorable risk-return profiles.

Private Equity 147

Private Equity Economics Equities Capital 147

How2Exit

JULY 22, 2024

Nate has a diverse global team managing operations and has a strong background in e-commerce, logistics, and financial analysis. Quality of Earnings and Due Diligence : He emphasizes the importance of thorough financial verification and balance sheet analysis, especially in brick-and-mortar acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions Management 130

Successful Acquisitions

FEBRUARY 7, 2023

. “ Brian’s career in finance began in the “ com” era working with several venture-backed firms before spending several years with The Vanguard Group where he led a team of financial analysts managing the budgeting process and conducting financial analysis on a variety of technology initiatives.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Advisory Financial Analysis 52

How2Exit

JULY 3, 2023

Furthermore, Kirk Michie emphasizes the importance of working with entrepreneurs who are willing to collaborate closely with their advisors. This collaborative approach allows for a deeper understanding of the client's goals and aspirations, enabling the advisor to tailor their guidance accordingly.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

JANUARY 26, 2024

This involves an in-depth financial analysis, assessment of potential risks, and evaluation of cultural fit between the entities. 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