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The Role of Private Equity Consulting in Portfolio Company Growth Strategies

OfficeHours

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

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M&A Blog #24 - Merger Relative Valuation

Francine Way

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Getting this part wrong will yield incorrect synergies that will under/overstate the entire valuation. Staffing streamlining. streamlining.

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Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. Developing an M&A playbook is typically a challenging and time-consuming task, regardless of whether it is done internally or with consultants.

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How Truelytics and Consultants Work Together

Truelytics: M&A

At the time financial advisors, RIAs, and broker-dealers relied exclusively on expensive consultants to measure a business's performance and valuation. Partner With Truelytics: Do you work with RIAs and independent financial advisors?

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M&A Blog #11 – buy-side acquisition

Francine Way

Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start. Any unions? Producing an ongoing deal flow.

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EBITDA x5: A Quick Insurance Agency Valuation Rule of Thumb

Sica Fletcher

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

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Behind the Buyouts: Solomon’s Mitchell on Staffing, Consulting M&A

The Deal

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners managing director Connor Mitchell dives into the world of staffing and consulting M&A, which saw record transaction volumes and valuations last year.