Truelytics: M&A

SEPTEMBER 2, 2021

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?

Consulting 52

Consulting Professional Services M&A Broker 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Wizenius

OCTOBER 3, 2024

My student Jahnavi Raval secured an opportunity with Transaction Square as a Valuations Consultant. In Jahnavi's words, below is her testament of the support she got from Wizenius - Be Deal Ready "I'm excited to inform you that I got an offer from Transaction Square for the role of Consultant - Valuations.

Investment Banking 52

Investment Banking Valuation Consulting Bank 52

Equiteq

SEPTEMBER 11, 2024

In the ever-evolving landscape of Environmental, Social, and Governance (ESG) consulting, the recent Equiteq report sheds light on significant trends, valuations, and mergers and acquisitions (M&A) activity.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Business Valuation 52

Solganick & Co.

AUGUST 21, 2024

August 20, 2024 – Solganick has published its latest mergers and acquisitions (M&A) update on AWS Services Consulting Partners. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Acers mentions, "Change the frame.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

PCO M&A Specialists

MARCH 8, 2021

In this educational webcast Andrew de la Chapelle, Senior Strategic M&A Consultant and Dan Gordon, Founder of PCO M&A Specialists have a detailed and highly entertaining conversation to help demystify what is required for business owners to maximize their hard work.

Valuation 52

Valuation Business M&A Consulting 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 Advisory 52

Sica Fletcher

OCTOBER 29, 2024

For a more thorough breakdown of RIA valuations, see our “How to Value an RIA.” Valuation: Your M&A advisor or a third-party agency reviews the provided documentation to determine the overall value of the business. Valuation is typically not something that sellers do themselves. Multiple of What?

Valuation 52

Valuation M&A Business Negotiation 52

Solganick & Co.

JUNE 2, 2024

It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. June 2, 2024 – Solganick & Co. has published its latest mergers and acquisitions (M&A) and market update and report on the data analytics sector.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

Equiteq

DECEMBER 7, 2023

Here are 5 key takeaways: Amid dynamic macroeconomic conditions, sectors within the knowledge economy have shown stability, with technology and consulting services experiencing heightened demand. Investors will continue to prioritize cash flows, shifting valuation perspectives from revenue to EBITDA multiples for the next 12-24 months.

Consulting 52

Consulting Investors Valuation Management 52

Solganick & Co.

FEBRUARY 15, 2023

This report analyzes current industry subsectors including application partners, public cloud partners, data analytics consulting, cybersecurity services, managed services providers (MSPs), and software development services providers.

M&A 52

M&A Middle Market Valuation Consulting 52

How2Exit

JUNE 10, 2024

Senator and transitioned into the financial sector with Ernst and Young in their consulting group. He also stresses the necessity of understanding the valuation of a business, customer concentration, and other factors that can affect a company’s saleability. He began his career working for a U.S.

Investment Banking 100

Investment Banking Business Investment Bank 100

Growth Business

OCTOBER 25, 2024

The stake will depend directly on the amount you want to raise compared to your business’s total valuation. Generally, the larger the company, the higher the multiple and valuation an investor would pay for an equity stake.

Equities 79

Equities Investment Private Equity Valuation 79

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

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

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.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Sun Acquisitions

JULY 31, 2024

About Sun Acquisitions Sun Acquisitions, based in Chicago, is a trusted advisor specializing in confidential mergers, acquisitions, and valuations for privately held businesses. Sun Acquisitions offers free consultations to discuss your business goals. We’re confident they will continue to thrive under new ownership.”

Acquisitions 59

Acquisitions Mergers and Acquisitions Consulting M&A 59

Wizenius

JUNE 12, 2023

Identify companies with similar risk profiles and revenue volatility and analyze their valuation multiples, such as price-to-earnings (P/E) ratio or enterprise value-to-EBITDA (EV/EBITDA) ratio. Apply these multiples to the subject company's financial metrics to derive a valuation range. Thanks, Pratik S

DCF Analysis 52

DCF Analysis Discounted Cash Flow Risk Assessment DCF 52

Mergers and Inquisitions

MAY 15, 2024

You can think of it like “Consulting, but with less ‘planning’ and more ‘doing.’” Sometimes, it’s more like “in-house consulting” for portfolio companies with specific problems , and in other cases, the value creation team reviews every company and applies a specific set of steps to improve efficiency.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Sun Acquisitions

JULY 31, 2024

They specialize in facilitating privately held businesses’ confidential sale, acquisition, or valuation. Sun Acquisitions invites you to contact their team for a free consultation to explore your options for buying or selling a business. About Sun Acquisitions Sun Acquisitions is a mergers and acquisitions firm based in Chicago.

Transportation 59

Transportation Sale Acquisitions Mergers and Acquisitions 59

Lake Country Advisors

OCTOBER 17, 2024

During this time, many business owners consult with a professional business broker. Valuation Process Timeline The valuation process is crucial for setting a realistic asking price and attracting the right buyers. Professional Business Valuation Getting a professional business valuation is highly recommended.

Business 52

Business IT Valuation Broker 52

Sun Acquisitions

AUGUST 21, 2024

About Sun Acquisitions Sun Acquisitions is a premier mergers and acquisitions firm specializing in confidential sales, acquisitions, and valuations for privately held companies. Sun Acquisitions offers a free consultation with their expert team. Considering Buying or Selling a Business?

Sale 59

Sale Acquisitions Mergers and Acquisitions Food 59

Solganick & Co.

DECEMBER 21, 2023

Valuation Adjustments, Strategic Optimism : Despite the overall M&A market facing headwinds from inflation and rising interest rates, valuations within the IT services sector have remained relatively stable. 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

Francine Way

JULY 7, 2017

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.

M&A 130

M&A Acquisitions Consulting Capital 130

How2Exit

FEBRUARY 12, 2024

rn Building a valuation edge and saturation-proofing the business are key strategies for attracting buyers and maximizing value. rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

How2Exit

OCTOBER 2, 2023

Barnett is a small business expert, consultant, and author. Barnett, a renowned small business expert, consultant, and author, tackles the complex issue of risk assessment in buying a business versus staying in a salaried job. rn Valuation Insights: What's a Business Worth? rn About The Speaker: rn David C.

Business 130

Business Acquisitions M&A Finance 130

Viking Mergers & Acquisitions

JUNE 1, 2023

However, understanding these calculations can help you identify factors where your company can improve its valuation and achieve a better purchase price. Viking understands the complexity of a business valuation , so we look at much more than hard data. We offer confidential business valuations for qualifying companies.

Valuation 52

Valuation Business Mergers and Acquisitions M&A 52

How2Exit

NOVEMBER 11, 2024

Currently, Adam advises private equity firms and coaches CEOs globally, sharing his extensive knowledge through consulting and writing, with all royalties donated to charity. These experiences underpin his business acumen and eventual transition to consultancy, where he influences multiple private equity firms and founders.

Private Equity 130

Private Equity Equities Business Book-building 130

Sun Acquisitions

SEPTEMBER 21, 2023

Establishing an Accurate Valuation Determining the accurate value of your business is critical for attracting potential buyers and negotiating a fair price. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 64

Sale Business Broker Valuation 64

Wizenius

JUNE 25, 2023

Sensitivity Analysis: Perform a sensitivity analysis to understand the impact of different discount rates on the valuation. This analysis helps evaluate the sensitivity of the valuation to changes in the discount rate. Gain in-depth knowledge of financial analysis, M&A, valuation techniques, advanced Excel modeling, and more.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking DCF Analysis 52

M&A Leadership Council

SEPTEMBER 17, 2022

Jim Jeffries Founder, M&A Leadership Council Jim Jeffries has been leading national and international consulting companies, private equity and M&A (mergers and acquisitions) for 30 years. During that time, he completed three corporate turnarounds.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Consulting Private Equity 52

Sun Acquisitions

AUGUST 16, 2023

A company with a strong brand reputation, market authority and high customer loyalty is more likely to attract higher valuations than a lesser-known business with low brand recognition and low customer loyalty. These factors include company reputation, brand recognition, market share, employee morale, and customer loyalty.

Business 52

Business Economics Valuation Broker 52

Sun Acquisitions

SEPTEMBER 29, 2023

Establishing an Accurate Valuation Determining the accurate value of your business is critical for attracting potential buyers and negotiating a fair price. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 59

Sale Business Broker Valuation 59

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. rn Valuation and Exit Strategies: Navigating the Sale of a Healthcare Practice rn Valuing and selling a healthcare practice can be a complex process.

Healthcare 147

Healthcare Investment M&A Business 147