OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Solganick & Co.

DECEMBER 2, 2024

December 2, 2024 – Solganick has published an update M&A report on Amazon Web Services (AWS) consulting services partners. Nov 2024 Ten10 The Scale Factory •It consulting firm acquires AWS advanced consulting partner specializing in cloud infrastructure consulting.

M&A 40

M&A Consulting Mergers Investment Banking 40

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. There’s usually a long list of previous VC investors as well. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. You may have more options in certain groups, such as Treasury. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Focus Investment Banking

MARCH 17, 2024

But do earnouts consistently bridge the gap between buyers and sellers in Consulting and Professional Services deals? In the realm of Consulting businesses, where the primary assets are often intangible—knowledge, relationships, and expertise—maintaining these assets post-acquisition is paramount for buyers.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance S&P 52

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Solganick & Co.

DECEMBER 21, 2023

Meanwhile, cybersecurity concerns also continue to drive M&A activity, with established players like Palo Alto Networks and Crowdstrike actively acquiring smaller firms bolstering their security portfolios. Median purchase price multiples for IT services businesses held steady compared to 2022, fluctuating between 10x-12.5x

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Solganick & Co.

APRIL 24, 2024

The report covers subsectors including systems integrators/application partners, cloud computing, cybersecurity, data analytics, MSPs, and software development services and IT consulting companies. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Solganick & Co.

JANUARY 22, 2025

Demand for specialty IT consulting firms supporting application software platforms continues to be very strong, particularly for partners of applications supporting large and growing market opportunities (e.g., Recognize (PE firm), through its portfolio company, Blue Mantus , has acquired SME Solutions and Colligio.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

How2Exit

DECEMBER 11, 2023

After obtaining a master's degree in leadership, he started a consulting business but soon realized the challenges of starting something from scratch. The company ensures that sellers understand the proper valuation of their businesses and helps them navigate the financing process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

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., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Tyton Partners

JANUARY 18, 2024

Inflated fundraising valuations earned by many early-stage companies during 2021 prompted early exits from companies’ institutional backers in 2023 leading to an accelerated M&A timetable and opportunities for buyers to realize quick wins through buyer-friendly transactions.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

iMerge Advisors

APRIL 14, 2025

Yet, many founders and CEOs underestimate just how central IP clarity is to valuation, buyer confidence, and deal execution. Inadequate IP Protection Strategy While not every software company needs a patent portfolio, a lack of trademarks, trade secret protocols, or copyright registrations can raise red flags.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

iMerge Advisors

APRIL 14, 2025

Be sure to consult a tax advisor familiar with your jurisdiction. Earn-Out Agreements and Performance-Based Payouts Earn-outswhere a portion of the purchase price is contingent on future performanceare common in software and SaaS transactions, especially when valuation gaps exist.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Lake Country Advisors

OCTOBER 3, 2024

Consulting with experienced business brokers and advisors ensures that business owners can navigate these transactions successfully. Consulting Professionals : Given the complexities surrounding capital gains tax, it’s essential to consult with tax professionals or business brokers.

Business 52

Business Mergers and Acquisitions Sale Capital 52

iMerge Advisors

APRIL 14, 2025

Sellers should be prepared to justify the strength of their IP portfolio and consider whether reps and warranties insurance can help reduce escrow requirements. Employment Agreements and Key Person Risk Buyers often require new employment or consulting agreements with founders and key team members.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Tyton Partners

MAY 4, 2023

Paucity of deals will help sustain enterprise valuations (for some) The inexorable principles of supply-and-demand applied to deal pricing should be in-effect for the balance of 2023. see Renaissance and Curriculum Associates), as the increasing scale – and expected valuations – of new oligopoly players makes for a limited buyer pool.

Education 52

Education Capital Raising Investment Investors 52

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. hiring MDs to analyze biotech companies). lower intensity).

Funds 52

Funds Asset Management Management Equities 52

Software Equity Group

APRIL 4, 2023

Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments. My consulting role eventually led me to a permanent position within the company.

Sale 52

Sale Book-building Business M&A 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. Accenture Accenture is one of the largest consulting firms in the world, with 750,000 employees and operations in 49 countries and over 200 cities.

Investment 52

Investment Management Acquisitions Business 52

GillAgency

FEBRUARY 10, 2022

But it can be done and although the results are far better by engaging an experienced broker or consultant, one that partners with you to sell your business, this article will give you all the tools you need if you were to go at it by yourself. In these situations, you can always bring on a business consultant.

Business 52

Business Sale Broker IT 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. 2] By early 2021, Limelight had pursued a number of turnaround initiatives (including hiring a new CEO, implementing a turnaround plan and retaining a consultant), but these measures were unsuccessful.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Employee Unions or Associations : If the organization has unions or employee associations, they become key stakeholders in the integration or divestiture process.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. only a handful a decade ago). How Do Sports Private Equity Deals Work?

Private Equity 103

Private Equity Equities Funds Entertainment 103

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfolio management in a standard investment banking interview. So, should you make the CFA part of your recruiting strategy?

CFA 59

CFA Investment Banking Bank Banking 59

How2Exit

FEBRUARY 24, 2023

After 21 years of being a CEO, he made a career pivot and started the CEO Advisory Guru, where he consults to private equity firms, private equity portfolio companies, and founders who are building to exit. ” This is when a company’s valuation is higher than it should be due to the competitive nature of the market.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Solganick & Co.

NOVEMBER 12, 2024

The report covers the latest mergers and acquisitions for IT services companies, including application partners and systems integrators, MSPs, cybersecurity and MSSPs, data analytics consulting, and software development firms. AWS, Google Cloud, Microsoft Azure, Snowflake, Databricks, ServiceNow, Salesforce, and others).

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Sun Acquisitions

APRIL 15, 2025

Maintenance logs for equipment also helps you justify your valuation while reassuring buyers they wont be on the hook for a massive repair or replacement right after signing the contract. What Specifically Affects Valuations in the Paving Business? it also attracts interest.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Lake Country Advisors

JANUARY 16, 2025

These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential. A skilled broker handles valuation, buyer outreach, and negotiation with expertise tailored to the specific needs of niche industries.

Broker 52

Broker Manufacturing Business Valuation 52

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Focus Investment Banking

DECEMBER 20, 2024

Momentum is building around retina practice transactions following Cencoras November announcement that it will acquire Retina Consultants of America (RCA). While questions around the ultimate buyers of these organizations have been building, the sale of RCA, the largest retina practice portfolio in the U.S.,

Private Equity 52

Private Equity Healthcare Equities Sale 52

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Notice how “price” and valuation are not on this list. Q: Which portfolio company of ours would you have invested in?

Private Equity 59

Private Equity Equities Capital Valuation 59