How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

Progress adds SaaS-native, AI-powered, document-centric collaboration platform to its robust enterprise software portfolio.

Collaboration 40

Collaboration Portfolio IT 40

Global Newswire by Notified: M&A

DECEMBER 20, 2024

Memora will strengthen Commure's existing AI-powered portfolio of patient engagement, clinical documentation, revenue cycle management, and RTLS solutions. MOUNTAIN VIEW, Calif.,

Healthcare 45

Healthcare Portfolio Acquisitions Management 45

Growth Business

FEBRUARY 21, 2024

As the portfolio director for Oracle’s e-business suite , you’ll lead a team of over 80 consultants and support over 30 customers to deliver a portfolio of circa £8 million, and will lead a team to deliver ASPIRE managed services.

Engineering 115

Engineering Portfolio Architecture Consulting 115

Midaxo

APRIL 17, 2023

Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.

M&A 130

M&A Mergers and Acquisitions Consulting Book-building 130

Beyond M&A

OCTOBER 16, 2024

Is documentation available on the attack, responses, and preventive measures? What business impacts, such as downtime or revenue loss, resulted? Which data, IP, or assets were compromised? Do you have visibility over where the stolen data may have ended up? Is the attack still active or ongoing?

Accountant 130

Accountant Securities Risk Management M&A 130

Sun Acquisitions

SEPTEMBER 16, 2024

A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers. Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit.

Negotiation 59

Negotiation Business Sale Management 59

Midaxo

APRIL 25, 2023

What would be good an outline for a document defining our M&A objectives? Q3: What would be good an outline for a document defining our M&A objectives? Conclusion — Summarize the main points of the document and reiterate the importance of clear M&A objectives in achieving your company’s strategic goals.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

OCTOBER 21, 2024

The discussion delves into Nicholas's investment philosophy and approach to building a diverse portfolio within his hold company. Diverse Venture Portfolio: Nicholas's holdco spans industries from crypto to healthcare, showcasing the value of diversified investments.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Healthcare Business 130

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Due Diligence and Documentation Due diligence is a critical phase in any business sale. Furthermore, the global events of the last couple of years have undeniably influenced the market.

Business 96

Business Sale Negotiation Broker 96

Razorpay

MARCH 18, 2024

Companies can also use this bank account to manage an investment portfolio and sell and purchase bonds, stocks, new companies, and other assets. It must be noted that the eligibility criteria and documents required to open a corporate account vary from one business structure to another. How to open a Corporate Account?

Accountant 52

Accountant Corporation Bank Banking 52

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sica Fletcher

OCTOBER 23, 2024

Gather Financial Information Once sellers decide that they want to start looking into the possibility of selling their RIA and have determined their overall goals for the transaction, the first step in the process is to collect several key documents that illustrate the company’s overall financial health.

Valuation 52

Valuation M&A Insurance S&P 52

The TRADE

JANUARY 24, 2024

In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As Typically, as volatility increases, liquidity decreases, resulting in an increase in impact. They’ve identified what can be successful and unsuccessful in those different conditions.

Trading 128

Trading Electronics Portfolio Management Broker 128

iMerge Advisors

APRIL 14, 2025

This often stems from: Founders or early developers who never signed IP assignment agreements Freelancers or contractors who retain rights to code they wrote Open-source components used without proper attribution or licensing Buyers will want to see airtight documentation proving that all IP has been properly assigned to the company.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

Lake Country Advisors

AUGUST 28, 2024

Preparing Your Financial Documents Organizing your financial documents is crucial in presenting your business as a transparent and trustworthy investment. Where local market conditions can vary widely, well-prepared financial documents give your business a competitive edge.

Business 52

Business Sale Manufacturing Valuation 52

Periculum Capital

OCTOBER 27, 2023

The Company will continue to operate under its legacy name while expanding GMS’s complementary product portfolio and geographic presence within the Phoenix metro market. They were well-organized and made the due diligence process and documentation run smoothly.

Sale 52

Sale Management IT Advisory 52

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” They carry out due diligence on start-ups.

Capital 52

Capital Book-building Investment Portfolio 52

How2Exit

MAY 9, 2023

This involves examining the financials, legal documents, and other aspects of the business. This includes ensuring that all documents are in order and that the transaction is completed in a timely manner. Once the purchase agreement is finalized, it is important to complete the due diligence process.

Business 130

Business Investment IT Economics 130

Francine Way

JULY 8, 2017

The document usually contains: a company overview (description, history, the reason(s) it is up for sale), investment thesis (benefits / opportunities of acquiring the target), industry overview (major competitors and customers, industry structure, etc.),

M&A 130

M&A Acquisitions Sale Investment 130

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. Recordkeeping and Audit Preparedness Even after the deal closes, you should retain all transaction-related documents for at least seven years.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

Mergers and Inquisitions

SEPTEMBER 13, 2023

Most dedicated distressed funds offer less liquidity and longer lock-up periods than other hedge funds, and they tend to hold positions for months or years with fairly concentrated portfolios. They also tend to use less leverage than equity and global macro strategies because it can be difficult to exit their stakes.

Debt 103

Debt Funds Investment Equities 103

Devensoft

JUNE 14, 2023

Preparing your financials and other documents: In sell side M&A, the seller is required to provide detailed financial information and other documents related to their business or asset. Preparing these documents in advance can help streamline the process and make it easier to negotiate with potential sellers.

M&A 52

M&A Negotiation Business Mergers and Acquisitions 52

Mergers and Inquisitions

AUGUST 16, 2023

On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China. You can’t necessarily trust documents at face value, and there are issues with multiple versions of “the books” and other key data.

Private Equity 94

Private Equity Equities Recruitment Funds 94

How2Exit

FEBRUARY 26, 2023

It is important to ensure that all of the legal documents are in order and that the sale is conducted in a legal and ethical manner. It can provide a great opportunity to diversify one’s portfolio, as well as generate a steady stream of income. In conclusion, it is important to maximize the value of a business when exiting.

Book-building 130

Book-building M&A Business Sale 130

Lake Country Advisors

FEBRUARY 28, 2024

Top Business Brokers , in particular, may be interested in acquiring businesses to expand their portfolio or assist clients in strategic acquisitions. Sellers should be prepared to provide all necessary legal documentation, fostering transparency and trust throughout the process.

Business 52

Business Negotiation Acquisitions Collaboration 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The number of securities that can be converted along with other clauses are detailed in the documents concerning this provision to convert securities. Table of contents What Are Convertible Securities?

Securities 98

Securities Investors Shares Financial Modeling 98

OfficeHours

JULY 8, 2023

I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?”

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

Periculum Capital

MARCH 8, 2024

SAM is a portfolio company of Peak Rock Capital. Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc., Mark will join SAM as Vice President of Digital Engineering and all PrecisionPoint employees will have the opportunity to grow their careers at a 2022 Top Workplaces award winner.

Sale 52

Sale IT Capital Advisory 52

Razorpay

MARCH 21, 2024

You compared other banks, gathered documents, submitted them, and waited for verification. The documents required to set up an e-mandate are: Submit a duly filled e-mandate form, which you can get from the service provider or merchant you want to pay through e-Mandate. In 2001, you needed money and had to take a bank loan.

IT 98

IT Bank Banking Accountant 98

M&A Leadership Council

FEBRUARY 21, 2024

However, as businesses move toward a portfolio-management model, where they are both acquiring new businesses and shedding loss leaders, effectively managing divestitures will become an increasingly important skill. Divestment has also already proven a valuable strategy for value creation.

Business 59

Business IT Mergers and Acquisitions M&A 59

The TRADE

AUGUST 7, 2024

Speaking to The TRADE, Dean Gray, head of EMEA outsourced trading at Jefferies, explains: “It has been well documented that the past few years have seen a significant shift in the mindset, especially of the larger funds, towards the adoption of outsourced trading. were in $50-100 billion and another 2.5% in the $100 billion-plus range.

Trading 59

Trading Management IT Investment Manager 59

Mergers and Inquisitions

MAY 24, 2023

5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., Compensation is like any other hedge fund strategy: you’ll start in the low six figures and advance to the low seven figures at the Portfolio Manager level or above.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Razorpay

MARCH 11, 2024

LRS enables diversification of investment portfolios by allowing individuals to invest in foreign assets such as stocks, bonds, and real estate. Yes, PAN card is a mandatory document. What are the benefits of Liberalised Remittance Scheme? What are the requirements to make transactions under Liberalised Remittance Scheme?

Accountant 52

Accountant Medical Education Investment 52

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. A lawyer will come in after due diligence is complete when closing documents are being drawn out. If this is something that you wish to do, you have to create detailed documentations of every aspect of your business.

Business 52

Business Sale Broker IT 52