Sun Acquisitions

AUGUST 22, 2024

Understanding the Role of M&A in Supply Chain Management Mergers and acquisitions involve the consolidation of companies or assets, allowing businesses to achieve greater efficiency, market power, and strategic capabilities. These technologies can include advanced inventory management systems, automation, and predictive analytics.

M&A 52

M&A Management Mergers and Acquisitions Food 52

How2Exit

JANUARY 13, 2024

rn Effective communication, including active listening, is essential for managing expectations and building trust. It's about building rapport, practicing active listening, and effectively managing communications. rn Key Takeaways: rn rn Building rapport with the seller and all parties involved is crucial in the acquisition process.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Shares Acquisitions 130

The TRADE

SEPTEMBER 3, 2024

The firm has also added Virtu Financial as an executing broker for client flows negotiated on Appital’s BookBuilder platform, offering buy-side participants improved options for executing large orders. This latest development follows the integration of Virtu Financial’s Triton Valor EMS with Appital’s BookBuilder platform in April last year.

Equities 59

Equities Broker Collaboration Asset Management 59

Lake Country Advisors

FEBRUARY 16, 2024

Asset valuation plays a pivotal role in determining the overall worth of a business, influencing potential buyers’ decisions and negotiations. Address Liabilities Selling a manufacturing business involves more than just highlighting its strengths; it also requires addressing and managing liabilities effectively.

Manufacturing 105

Manufacturing Business Negotiation Sale 105

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? It provides a strategic roadmap for identifying, evaluating, negotiating, and integrating potential M&A transactions. Assemble a dedicated team : Form a multidisciplinary team responsible for developing, managing, and implementing the M&A playbook.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

JUNE 3, 2024

So the frame is, hey, tell us about your revenue.Instead of just talking about your EBITDA and sharing your financials, start a collaborative and partner-like conversation about how much money you're gonna make in the next three to five years together." Acers mentions, "Change the frame.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

How2Exit

APRIL 24, 2023

Concept 8: Brokers and ExitGuide.com Collaborate The collaboration between brokers and ExitGuide.com is an important one. The collaboration between brokers and ExitGuide.com is beneficial to both parties. The collaboration between brokers and ExitGuide.com is a win-win situation for both parties.

M&A 130

M&A Business Broker Sale 130

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Sun Acquisitions

SEPTEMBER 16, 2024

Build a Strong Management Team: A capable and experienced management team is invaluable during the transition phase. Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently.

Negotiation 59

Negotiation Business Sale Management 59

Sun Acquisitions

AUGUST 16, 2024

From negotiating deal terms to conducting due diligence and securing regulatory approvals, the legal aspects of M&A play a crucial role in the success or failure of the transaction. Negotiating robust dispute resolution mechanisms and indemnification provisions is essential to managing contractual risks.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59

Razorpay

JUNE 16, 2023

Manage Cash Flow Cash flow challenges: navigating personnel, technology, and operational hurdles Challenge 1: Hiring and managing additional personnel To effectively expand your customer base, it’s crucial to ensure you have the right staffing in place to manage students.

Education 52

Education Management Negotiation Collaboration 52

Devensoft

JUNE 20, 2023

These elements include identifying potential targets, assessing the value of these targets, conducting due diligence, negotiating, and closing deals, and post-merger integration and management. The value assessment is critical to determining the appropriate price for the target and negotiating the deal terms.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

How2Exit

SEPTEMBER 9, 2024

They also touch upon the benefits of leveraging joint venture partners, the impact of AI on accounting, and the nuances of negotiating deal structures. This approach fosters not only a collaborative atmosphere but also a seamless deal-making process, benefiting all parties involved.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Sun Acquisitions

NOVEMBER 26, 2024

Communication & Collaboration: Seamless and Secure Gone are the days of endless email chains and scattered documents. Cloud-based collaboration platforms have emerged as a game-changer, enabling seamless communication and information sharing between internal and external stakeholders, regardless of location.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

Razorpay

DECEMBER 13, 2024

From managing workflows to coordinating teams and resources, their role is focused on delivering measurable results. Key Responsibilities Monitor and manage daily business operations, ensuring processes run smoothly and efficiently. Manage vendor relationships and negotiate contracts for cost optimization.

Management 52

Management Business Negotiation Utilities 52

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

Devensoft

AUGUST 24, 2023

Among the transformative strategies that stand as pivotal game-changers, managing both corporate development and integrations under one business unit or team emerges as a beacon, channeling the dynamic force of synergy to foster value creation that transcends separated teams.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

How2Exit

MARCH 24, 2024

His career began in a fund-of-funds sector where he managed investments across the Asia Pacific, offering him a diverse understanding of market cycles, politics, and economics. It’s critical to ensure a knowledgeable management team and employees are primed for the responsibilities of ownership.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

The TRADE

FEBRUARY 23, 2024

Before that he held senior technology and product management roles at : UBS, BNP Paribas, Deutsche Bank, NatWest, and Citi. He has two decades of experience in the capital markets industry and was previously Neptune’s chief technology and product officer, having joined back in 2021.

Trading 59

Trading Electronics Capital Market Negotiation 59

Wizenius

JULY 2, 2023

Once the right target is found, negotiations ensue, leading to a mutually beneficial agreement. PE firms collaborate with the management teams of their invested companies, pooling industry expertise with financial prowess. 2) Grow The excitement amplifies in the growth phase.

Private Equity 52

Private Equity Equities Investment Financial Models 52

M&A Leadership Council

AUGUST 19, 2024

Practical Strategies for Managing TSAs with Confidence and Clarity By M&A Leadership Council Transition Services Agreements (TSAs) are critical tools during divestitures. Tip: Develop a parallel timeline for TSA creation that aligns with the negotiation of definitive agreements. TSAs require focused management to be successful.

Negotiation 52

Negotiation Collaboration Government Management 52

How2Exit

NOVEMBER 6, 2023

Drawing from her extensive experience in venture capital, tech startups, and M&A, Knopf provides valuable advice on topics such as growth strategies, people management, and preparing a company for exit. Knopf emphasizes the need to have the right people in the right seats and to create a culture of trust and collaboration.

M&A 130

M&A Investors Shares Acquisitions 130

Sun Acquisitions

OCTOBER 4, 2023

Assemble a Strong Team Exiting your business is a collaborative endeavor. Surrounding yourself with a competent team of advisors, including lawyers, accountants, and business brokers, can make the process more manageable and efficient. Exiting your business is a significant milestone that requires careful planning and consideration.

Business 59

Business Broker Negotiation M&A 59

How2Exit

MARCH 10, 2023

Ron Post Show notes: At the time of this interview, I was already knee-deep in the outline and had started writing a collaborative book building Rapport. Tactical empathy is also important when it comes to negotiations. Open-ended questions are also important in negotiation because they can provide the buyer with more information.

Book-building 130

Book-building Negotiation Business IT 130

Lake Country Advisors

MARCH 22, 2024

A straightforward negotiation style considered the norm for a Wisconsin-based manufacturing firm might seem overly aggressive to executives from a company with a more indirect communication approach. Others favor a collaborative, consensus-building style, ensuring broader buy-in.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions Healthcare 52

Growth Business

MAY 30, 2023

Employees also require open and transparent channels of communicating with their supervisors and managers. Unfortunately, many employers focus on giving instructions to employees rather than adopting a more collaborative approach. A verbal recognition from the manager or supervisor is good enough in some situations.

Management 84

Management Business Utilities Negotiation 84

How2Exit

MAY 20, 2024

David’s collaborative approach ensures that the legacy, culture, and values of his clients' businesses are maintained while maximizing value and minimizing stress during transitions. rn rn rn "My wealth managers valued my business. Wealth managers are not trained in the art of business valuation."

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

Negotiation 64

Negotiation IT Consulting Business 64

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Nonetheless, they will collaborate closely with you, relying on your provision of accurate information. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

M&A 52

M&A Negotiation Investors Shares 52

Devensoft

AUGUST 22, 2023

Whether it’s merging two companies or acquiring a complementary business, deal makers strategically navigate through complex negotiations and due diligence processes, aiming to create stronger, more competitive entities. The role of a deal maker goes beyond financial analysis and due diligence.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

Sun Acquisitions

NOVEMBER 7, 2023

Implementing non-disclosure agreements and limiting the number of individuals involved in the sale negotiations can help preserve confidentiality. Retaining key employees and managers during the transition can minimize any perception of instability and demonstrate your commitment to maintaining the business’s success.

Sale 59

Sale Business M&A Broker 59

Focus Investment Banking

FEBRUARY 25, 2024

Compliance needs to be well-managed, so problems that divert management attention from core business operations are avoided. They want your management team to retain a substantial stake in the company and keep making key strategic decisions with a board of directors’ oversight, of course.

Private Equity 52

Private Equity Equities IPO Public Trading 52

Sun Acquisitions

AUGUST 19, 2024

Negotiating favorable terms, such as extended repayment schedules or deferred payments tied to performance milestones, can enhance the attractiveness of vendor financing arrangements. Contingency Planning and Scenario Analysis: Effective risk management is essential when financing M&A deals in a volatile economy.

M&A 59

M&A Finance Finance Economics 59

M&A Leadership Council

OCTOBER 31, 2023

Maximizing Value for the Seller: Explore techniques and tactics to enhance the value of divested assets and negotiate favorable terms for the selling organization. Case Study Exercise: Dive into real-world divestiture cases, analyze the challenges, and develop actionable strategies to overcome them.

Management 52

Management M&A Shares Corporation 52

Peak Frameworks

SEPTEMBER 19, 2023

Collaboration and Innovation: Working across different departments is now commonplace. Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S., Soft Skills: As teams become more diverse and projects more interdisciplinary, communication, leadership, and negotiation become crucial.

Finance 52

Finance Finance IT Financial Models 52

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. The firm employs 99 professionals to manage an active portfolio of 44 companies with an AUM of $35B and a $125M median valuation.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Lake Country Advisors

JUNE 24, 2024

Adopting lean management principles can further minimize waste and focus on value-added activities. Automate Routine Tasks: Use automation tools for invoicing, inventory management, and customer relationship management to save time and reduce human error. Start by conducting thorough audits of your existing processes.

Business 52

Business Sale Mergers and Acquisitions Management 52