How2Exit

FEBRUARY 27, 2023

9 Things We Learned By Interviewing Rudy Upshaw, An Executive Level Business Banker And Financial Coach For Over 25 Years 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 crude, you're reading our notes, so. yeah.

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Midaxo

FEBRUARY 13, 2023

Intro: When it comes to confidential data transfers for M&A and other types of corporate dealmaking, virtual data rooms (VDRs) have become an invaluable tool for corporations, investors and other entities that need to securely share large amounts of information. The two major types of deal rooms have different use cases. Buy-side VDRs and sell-side VDRs each have their own unique features and benefits that make them the optimal choice for different use cases.

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M&A Leadership Council

FEBRUARY 15, 2023

By Mark Herndon, Chairman, M&A Leadership Council Some Intergalactic Guidance Remember that 2015 movie with Matt Damon, called The Martian ? It should be "required watching" for all M&A professionals because it offers essential advice all M&A integrators should live by. - Spoiler Alert - Reflecting on his experience once back on earth, lead character Mark Watley gives a class of astronauts-in-training some priceless advice about what to do when confronted with an existential crisis

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Cooley M&A

FEBRUARY 7, 2023

It will come as no surprise that cross-border M&A is impacted by the world we live in, with geopolitical tensions, rising inflation and interest rates, currency fluctuations, and increased regulatory scrutiny all playing their part in making deals more challenging to execute. That said, cross-border M&A remained largely resilient in 2022, with a return to healthy pre-pandemic levels, and while the types of deals we see in 2023 may evolve, many observers believe that deal volume will rema

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Synopsys: M&A

FEBRUARY 10, 2023

A Black Duck Audit provides a complete picture of the software risks in your acquisition target’s software or your own.

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How2Exit

FEBRUARY 27, 2023

12 Lessons We Learned About Market Places, Data-Driven Advice, and Strategy From Interviewing Peter Lehrman CEO Of Axial About Selling Private Companies And The Necessary Preparations - E99 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 crude, you're reading our notes, so. yeah.

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Software Equity Group

FEBRUARY 28, 2023

SEG’s 2023 Annual SaaS Report provides a comprehensive analysis of the public SaaS market’s performance and M&A activity in the software industry. Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. It is no secret that 2022 was a rough year for the stock market.

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Chesapeake Corporate Advisors

FEBRUARY 27, 2023

In order to maximize the value of your company, it is imperative to attract, retain, incentivize and reward mission-critical employees. Talent is scarce and traditional compensation packages do little to inspire high performers in a competitive market. More and more, companies are turning to formal Value Sharing Plans (VSPs) as an alignment tool for leadership and key employees to maintain focus on creating long-term sustainable shareholder value.

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Sun Acquisitions

FEBRUARY 24, 2023

CHICAGO, IL – February 23, 2023 — Sun Acquisitions, a Chicago-based mergers and acquisitions firm, has been recognized as a Top 20 Advisor, Lower Middle Market by Axial Network, Inc. (“Axial”). With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “To achieve this recognition amid a challenging economy i

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Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

Bank

Woodside Capital Partners

FEBRUARY 23, 2023

Palo Alto – Feb 21, 2023 – Woodside Capital Partners (WCP) is pleased to share our Industry Report on the AI Semiconductor Market Q4 2022, authored by Senior. The post Industry Report: AI Semiconductor Market Q4 2022 appeared first on Woodside Capital Partners.

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Trout CPA: M&A

FEBRUARY 22, 2023

Preparing to sell a business can be a formidable task. It involves finding a suitable buyer and managing a time-intensive process while continuing to run the business at a high level. This can cause owners to feel overwhelmed and uncertain about the best way to approach the sale process. Fortunately, there are steps that business owners can take to make the process less stressful and to help maximize the value of their business in a transaction.

Business 52

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How2Exit

FEBRUARY 26, 2023

7 Things My Team and I Learned About SMB M&A On My Episode With Lana Coronado - Watch E1 Here As I release this nearly 2 years later, I want to give a special thank you to Lana; even though you have "retired," you have continued to be a stand for me and my success. Thank you for being my first interviewee and starting me down this journey. Enjoy the grandbabies and if you ever need anything, know I'm there.

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Successful Acquisitions

FEBRUARY 21, 2023

Introducing Your Selling Equation By Brian Goodhart, Director of Capstone’s M&A Advisory Services Your Sales Equation = ∑ (V, I, T, O, S) Recently I was re-reading Successful Acquisitions , by Capstone CEO David Braun and I happened across his comment that “All businesses are for sale, if you have the right equation.” That question about the selling equation is one that I have discussed with owners and their families many times as they consider selling their business.

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Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

Finance

FineMark

FEBRUARY 21, 2023

Phishing attacks are now the most common method cybercriminals are using to target unsuspecting victims. They’re becoming more customized and difficult to detect. So first, let’s talk about how they’re trying to do this. Traditionally phishing attacks try to get you to… Open an infected email attachment. Click on a malicious link. Ask you to share a password.

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Media Shares IT Management 52

Presser & Co

FEBRUARY 20, 2023

In our last newsletter, we outlined how different buyers structure their ownership and how long they keep businesses they buy. Today, we going to talk about an idea called Parenting Advantage. Put simply Parenting Advantage describes how buyers plan to influence the businesses they own. And buyers who purchase many businesses over time, the so-called serial acquirers, sustain their success by being very clear about how they influence their acquired businesses.

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M&A IT Business 52

Woodside Capital Partners

FEBRUARY 21, 2023

Palo Alto – February 21, 2023 – Woodside Capital Partners (WCP) is pleased to release our Q4 2022 Health Tech capital markets update, authored by Vice President. The post WCP Capital Markets Update: Healthcare Technology Q4 2022 appeared first on Woodside Capital Partners.

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Trout CPA: M&A

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

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Capital Advisory M&A Management 52

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How2Exit

FEBRUARY 25, 2023

Top 11 Lessons Learned About Micro M&A And Online Assets By Interviewing Mushifq Sarker - Founder Webacquisition.com Watch E78 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 crude, you're reading our notes, so. yeah.

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GillAgency

FEBRUARY 16, 2023

Mergers and acquisitions (M&A) are often seen as a means to an end – a way for companies to expand their operations, access new markets, and achieve economies of scale. However, the process of integrating two companies or acquiring another is not always straightforward, and it requires careful planning and execution. One key aspect of a successful M&A transaction is integration, which involves combining the operations, systems, and cultures of the two companies in a way that is eff

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4Degrees

FEBRUARY 16, 2023

Business podcasting has exploded in popularity during the past few years. Ever since the COVID lockdowns, more and more business podcasts have emerged. Unfortunately, many new podcasts don’t last more than a few episodes and fizzle out as fast as they came in.

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Solganick & Co.

FEBRUARY 15, 2023

February 16, 2023 – Solganick & Co. has published its latest M&A report on the Technology Services industry. 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.

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M&A Middle Market Valuation Consulting 52

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Private Equity Info

FEBRUARY 13, 2023

When I launched Private Equity Info in 2005, I sought to provide the Investment banking industry with a solution to generate targeted buyer lists for their clients' companies quickly. But, of course, the key word is "targeted." As an Investment Banker, I knew there was a better way to manage an M&A process and to identify the best opportunities from the thousands of potential acquirers.

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M&A Private Equity Investment Banking Investment 52

Trout CPA: M&A

FEBRUARY 22, 2023

M&A Transaction disputes can be a costly and time-consuming affair. So, how do you avoid them? The best way to evade these disputes is to prevent them from happening in the first place. While it's generally fun to tease the accountants and attorneys in the room, this is where your advisors can help steer clear of unnecessary chafe after the transaction closes.

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How2Exit

FEBRUARY 24, 2023

The 9 Things I Learned About Business and Private Equity by Interviewing Adam Coffey (Click here to watch)E22 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 crude, you're reading our notes, so. yeah.

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Sun Acquisitions

FEBRUARY 14, 2023

Congrats on taking the leap and accepting an offer for your manufacturing business ! But now comes the hard part — figuring out what you should do next. Here are some steps to help ensure you stay on track and make the most of this new opportunity: Communicate With the Buyer It’s essential to establish a clear line of communication from the outset, as both parties will need to be informed of any developments or changes along the way.

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Healthcare

Woodside Capital Partners

FEBRUARY 13, 2023

Palo Alto – December, 2022 – Woodside Capital Partners acted as the exclusive financial advisor to Helpshift on their acquisition by Keywords Studios, an international technical service. The post WCP Acts as Exclusive Financial Advisor to Helpshift on their Acquisition by Keywords Studios appeared first on Woodside Capital Partners.

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IBG

FEBRUARY 13, 2023

Private equity firm Baymark Partners has purchased Collins Communications, Inc., a Gillette, Wyoming, communications technology and internet services provider. IBG Business facilitated the sale, which closed December 30, 2022. IBG co-founding partner Gary Papay (Pennsylvania) led the transaction team. Terms of the sale were not disclosed at the parties’ requests.

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Private Equity Sale Business Equities 52

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

When you decide to sell your business, you might have a dollar figure in mind before you even begin the process. Maybe you have heard of other businesses that sold for a certain multiple of revenue and you assume you can do the same. However, revenue is not the only factor in a deal price. Without good cash flow and earnings, you will have a difficult time securing a deal that meets your expectations.

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