How2Exit

MARCH 12, 2023

Ron Concept 1: Have Legal Documents Ready When it comes to buying or selling a business, having the right legal documents in place is essential. Without the appropriate legal documents, the process of acquiring or merging with another business can be difficult, time-consuming, and costly.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. Buying and selling a company has many overlaps to buying and selling a house. the house failed to increase in expected value), mature market (i.e. inheritance), and conflict among owners (i.e. divorce, etc.).

M&A 130

M&A Acquisitions Sale Investment 130

How2Exit

MARCH 1, 2023

Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. He believes that attorneys often have a reputation for killing deals and that they should only be brought in once the deal is nearly done and due diligence needs to be completed.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

MARCH 16, 2023

11 Things We Learned about M&A by Interviewing Christian Haack E105: Watch Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

M&A 130

M&A Private Equity Business Investment 130

How2Exit

APRIL 24, 2023

With the right tools and resources, it is easier than ever to find the perfect business to buy or sell. Eric Grafstrom, a business acquisition expert, has been working in the mergers and acquisitions industry for over two decades. He has seen firsthand the opportunities and challenges that come with buying and selling businesses online.

M&A 130

M&A Business Broker Sale 130

Sun Acquisitions

AUGUST 16, 2024

Mergers and acquisitions (M&A) transactions are complex undertakings involving many legal considerations and potential hurdles. 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.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

TechCrunch: M&A

JUNE 27, 2023

billion valuation during the heady fundraising days of late 2021 (and $100 million earlier in 2021), today announced that it has acquired identity verification service Berbix for $70 million in cash and stock transactions. Socure , the identity verification service that raised a massive $450 million Series E round at a $4.5

Valuation 191

Valuation Acquisitions Engineering Healthcare 191

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

MARCH 24, 2023

Ron Concept 1: Play A Bigger Game In today's society, it's easy to get stuck in a rut. We often feel content with the status quo, and don't want to challenge ourselves to do more. However, if we want to reach our full potential, it's important to challenge ourselves to play a bigger game. This is where investing with skills and experience can help.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sica Fletcher

MARCH 14, 2024

We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process. 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.

Insurance 52

Insurance Valuation M&A Consulting 52

Cooley M&A

OCTOBER 29, 2020

On September 24, Cooley M&A partner, Garth Osterman, moderated a webinar on the current trend in going public: SPACs! Key highlights from the webinar are summarized below and a link to the recording can be found here. compares to the prior two iterations of SPAC activity, with the first (SPAC 1.0) Increased Frequency and Size.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Software Equity Group

MAY 9, 2024

Due diligence is the pivotal checkpoint in an M&A process, during which you share vital information about your business with potential buyers/investors. When done right, due diligence is a win-win for both parties in an M&A deal. Battling Deal Fatigue A common reason M&A deals fail is because of deal fatigue.

M&A 52

M&A Negotiation Investors Business 52

Devensoft

JUNE 14, 2023

If you’re looking to navigate the world of mergers and acquisitions (M&A) effectively, it’s crucial to understand the differences between sell side and buy side transactions. These two approaches to M&A can have vastly different outcomes, depending on the goals of the parties involved.

M&A 52

M&A Negotiation Business Mergers and Acquisitions 52

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

How2Exit

JUNE 6, 2023

Ron Concept 1: M&A is Fascinating Human Psychology Mergers and acquisitions, commonly referred to as M&A, is a fascinating field that delves into the human psychology behind business decisions. What makes M&A so fascinating to Wilson is the human psychology behind it.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

GillAgency

OCTOBER 18, 2023

One crucial aspect of M&A process is the consideration of add-backs, which play a significant role in determining a company’s true earnings potential. However, it’s crucial for both parties to approach add-backs transparently and supported by thorough documentation to ensure a fair and successful deal.

M&A 52

M&A Accountant Acquisitions Entertainment 52

Solganick & Co.

JANUARY 9, 2024

January 9, 2024 2023: A Year of Strategic Consolidation and Diversification In 2023, the Healthcare IT sector witnessed a significant transformation marked by strategic mergers and acquisitions (M&A).

Healthcare 52

Healthcare M&A IT Mergers and Acquisitions 52

Sun Acquisitions

AUGUST 12, 2022

It can sometimes happen that you’re hit with a lawsuit after you’ve completed a business valuation. This is incredibly inconvenient because, following valuation, most owners will have already worked out a reasonably just price for the business. A professional M&A broker can assist you with your preparations to sell.

Business 98

Business Broker M&A Valuation 98

How2Exit

SEPTEMBER 22, 2024

Ian's career began as a Scottish Chartered Accountant and rapidly transitioned into the world of mergers and acquisitions (M&A). With over 15 years of experience in investment banking, primarily in London, Ian has led numerous successful M&A transactions. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. It requires a strategic approach to ensure that the benefits of M&A are fully realized. This is where strategic corporate development comes into play.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

M&A Leadership Council

SEPTEMBER 6, 2023

SaaS Executives Share 5 Lessons By John Christman, Former Corporate Development Global Head of M&A Integration, Cognizant Technology Solutions Digital transformation is increasingly driving the acquisition of new, different and non-traditional businesses that require a substantially different approach to integration.

M&A 52

M&A Mergers and Acquisitions Acquisitions Business 52

Wizenius

JUNE 25, 2023

As an investment banking analyst, the selection of comparable companies for a valuation analysis is a crucial task that requires careful consideration and justification. Look for companies with financial metrics that are similar to those of the target company, as this will enhance the comparability of valuation multiples.

Valuation 52

Valuation Financial Models Financial Modeling Investment Banking 52

Focus Investment Banking

JULY 24, 2024

In our First Half 2024 report, we summarize 125 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening. We also provide commentary on current supply chain trends and document the ups and downs in public company valuations.

Valuation 52

Valuation M&A 52

Focus Investment Banking

JULY 24, 2024

In our First Half 2024 report, we summarize 125 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening. We also provide commentary on current supply chain trends and document the ups and downs in public company valuations.

Valuation 52

Valuation M&A 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

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Focus Investment Banking

FEBRUARY 21, 2024

In our Second Half 2023 report, we summarize 73 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening. We also provide commentary on current supply chain trends and document the ups and downs in public company valuations. DOWNLOAD THIS REPORT

Valuation 52

Valuation M&A 52

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

RKJ Partners

AUGUST 6, 2017

What is Valuation? Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Viking Mergers & Acquisitions

MAY 18, 2023

A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market. Secure a Professional M&A Advisor From the initial valuation inquiry through closing, a good M&A advisor or broker simplifies the process of selling an e-commerce business.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Sun Acquisitions

APRIL 17, 2024

In business, mergers and acquisitions (M&A) are common strategies for growth and expansion. The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal. Resolve Legal Issues Any outstanding legal issues can derail an M&A deal.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sun Acquisitions

APRIL 10, 2024

In business, mergers and acquisitions (M&A) are common strategies for growth and expansion. The M&A process is intricate, and getting your business ready can make a significant difference in attracting the right buyers and securing a successful deal. Resolve Legal Issues Any outstanding legal issues can derail an M&A deal.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

How2Exit

OCTOBER 26, 2022

Pricing (Valuation) Strategy: are you buying the cheapest, most expensive, somewhere in the middle? Many times we know what we want to do, yet have difficulty figuring out where to start. ” goals. Measurable. Attainable. Benefits: In terms of benefits, not features. What makes you different from your competitors? ” goals.

M&A 130

M&A Business Valuation Acquisitions 130

Viking Mergers & Acquisitions

MAY 25, 2023

Find a Dependable Broker Advisor When selling a small business, a good business advisor is your ally from valuation to closing. When evaluating a broker or M&A advisor, you’ll want to look at their reputation, standing in the industry, and sales track record. Read more about our business valuation process in this blog post.)

Business 98

Business Broker Mergers and Acquisitions Sale 98