Banker on FIRE
OCTOBER 29, 2022
Dealing with money inevitably fuses math and emotions. Sadly, we often fail at both. Theoretically, math should be the more straightforward component of the two. You are either good at it or not. The post Changing The Way You Think About Money appeared first on Banker on FIRE.
How2Exit
OCTOBER 26, 2022
Many times we know what we want to do, yet have difficulty figuring out where to start. If you are looking to acquire a company here is a simple template to get some ideas captured about starting the deal-sourcing process. --> Google doc version Make a copy - Simple But Highly Effective Deal Sourcing Marketing Plan Template Simple But Highly Effective Deal Sourcing Marketing Plan Template Goal or Objective: When we define goals we are talking about “S.M.A.R.T” goals.
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Bronte Capital
OCTOBER 23, 2022
One of the stories of the financial crisis is that the bankers that ran big institutions, who had billions entrusted to them, and who projected the air of masters of the universe were in fact buffoons incompetent at anything other than organising their own bonus. The air came out of financial markets when you realised you just can't trust anything they say.
Synopsys: M&A
OCTOBER 13, 2022
Get the most out of your Black Duck open source audit by understanding the report components and next steps you need to take. The post I have my Black Duck audit reports; What’s next? appeared first on Application Security Blog.
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Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?
Accenture Capital Markets
OCTOBER 5, 2022
As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry. In our view, the wealth management industry is built and will continue to evolve around human relationships, clients’ personal values and their most meaningful choices.
Investment Banking Today brings together the best content for investment banking professionals from the widest variety of industry thought leaders.
Banker on FIRE
OCTOBER 22, 2022
Rates vs bonds, brains vs money, and the truth about early retirement. Also, are you paying the "Ambition Tax"? And to wrap it up, the demons that lurk within. The post Greatest Hits: Volume 41 appeared first on Banker on FIRE.
How2Exit
OCTOBER 6, 2022
Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. Growth in the rearview mirror is the price of admission to enter discussions, but buyers care most about what happens after the acquisition of your MSP. Monthly recurring revenue (MRR) growth is the most important factor with non-recurring revenue tied to MRR clients acting as a bonus for buyers.
Cooley M&A
OCTOBER 19, 2022
Cooley’s M&A practice has been busy amid the typically slower summer wind down. Steaming through the third quarter, Cooley’s deal flow put us at the top of the Bloomberg, Mergermarket and Refinitiv Q3 M&A league tables. Below, we’ve rounded up key insights and notable deals that have kept our team busy this season. Did the Inflation Reduction Act Create a SPAC Tax?
Synopsys: M&A
OCTOBER 28, 2022
Ignoring dependencies of a seller’s source code during an audit could lead to missed license compliance and security issues. The post Avoid anaphylactic shock by auditing dependencies in software due diligence appeared first on Application Security Blog.
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.
Solganick & Co.
OCTOBER 28, 2022
Solganick & Co., Inc. (“Solganick”) is pleased to announce another successful transaction in its Tech-Enabled Services M&A group. Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners.
The Harvard Law School Forum
OCTOBER 19, 2022
Posted by Mary Ann Deignan, Rich Thomas, and Christopher Couvelier, Lazard, on Wednesday, October 19, 2022 Editor's Note: Mary Ann Deignan is Managing Director; Rich Thomas is Managing Director and Head of European Shareholder Advisory; and Christopher Couvelier is Managing Director at Lazard. This post is based on a Lazard memorandum by Ms. Deignan, Mr.
Banker on FIRE
OCTOBER 26, 2022
Why this time it really IS different The post Much Better Than It Feels appeared first on Banker on FIRE.
How2Exit
OCTOBER 3, 2022
As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important.
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.
Sun Acquisitions
OCTOBER 25, 2022
How do you sell your business to employees? Selling your business to key employees provides you with an alternative exit plan. There are several main deal structures that both buyer and seller can lean on to facilitate the transaction: Long-term installment sale. Leveraged management buyout. Employee Stock Ownership Plan (ESOP). In this post, we’re going to explore the pros and cons of each strategy mentioned above.
Chesapeake Corporate Advisors
OCTOBER 24, 2022
Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – October 24, 2022 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Rendia, Inc. (“Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers an
Deal Law Wire
OCTOBER 20, 2022
Privacy and cybersecurity practices of target companies are being increasingly scrutinized throughout the due diligence process in M&A transactions. Particularly, buyers want to understand the risk and value inherent in sellers’ data assets and sellers want to manage transactional and post-closing risks. In the course of their privacy and cybersecurity due diligence, buyers should consider the following when assessing the risks associated with purchasing a company: First, how robust are the
The Harvard Law School Forum
OCTOBER 24, 2022
Posted by Jason Booth, Insightia, on Monday, October 24, 2022 Editor's Note: Jason Booth is Vice President of Activism Editorial at Insightia, a Diligent Brand. This post is based on his Insightia memorandum. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Lucian A.
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The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.
Truelytics: M&A
OCTOBER 19, 2022
It seems like every day there is a new story in the wealth management industry press about acquisitions. Whether it be a large firm being acquired by an even bigger firm or a story highlighting M&A trends. But, one thing that often goes overlooked according to my guests Samantha Angell (Sam) and Greg Prokott , Managing Partners at Advisor Financing is most advisors never sell their business.
How2Exit
OCTOBER 2, 2022
Virtual assistants are not only the best way to free up time, but they can also help a business scale. The right person for the job can make all the difference. Why outsource tasks Hiring a virtual assistant can be a great way to free up time and delegate repetitive tasks. There are many benefits to hiring a virtual assistant, including cost-effectiveness and the ability to scale your business.
What's Market
OCTOBER 18, 2022
Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals.
Intrepid Banker Insights
OCTOBER 17, 2022
Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels. 2022 has seen rising inflation and interest rates, twin global disruptions in Ukraine (invasion) and China (shutdowns), and an overall economic slowdown.
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In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.
Accenture Capital Markets
OCTOBER 13, 2022
In our recent report, Empowering relationship managers: The tools they need to succeed , we made the point that wealth management firms in Asia have set ambitious growth goals that most are unlikely to meet—unless, that is, they also tackle the productivity challenges faced by their relationship managers (RMs). We also outlined a range of actions that wealth management firms should take to help their RMs deliver.
The Harvard Law School Forum
OCTOBER 12, 2022
Posted by Christopher M. Barlow, C. Michael Chitwood, and Gregg A. Noel, Skadden, Arps, Slate, Meagher & Flom LLP, on Wednesday, October 12, 2022 Editor's Note: Christopher M. Barlow , C. Michael Chitwood , and Gregg A. Noel , are partners at Skadden, Arps, Slate, Meagher & Flom LLP. This post is based on a Skadden memorandum by Mr. Barlow, Mr.
Cooley M&A
OCTOBER 12, 2022
On September 28, 2022, Cooley sponsored the third virtual event in Axios’ Dealmakers series: A Conversation on M&A in Today’s Market. The event highlighted discussions surrounding the ever-changing dealmaking landscape of today and the impact of a recession on the future of the market. Axios technology and business reporter Kia Kokalitcheva and business editor Dan Primack had conversations with Kirsten Green, founder and managing partner at Forerunner Ventures, and Christina Mohr, vice chair
Shearman & Sterling
OCTOBER 11, 2022
On September 30, 2022, Vice Chancellor Lori W. Will of the Delaware Court of Chancery granted summary judgment to the seller of several cigarette brands, finding that the buyer was responsible pursuant to an asset purchase agreement ("APA") for post-closing liability in connection with a pre-existing settlement between the State of Florida and the seller.
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In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.
What's Market
OCTOBER 11, 2022
Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals.
Solganick & Co.
OCTOBER 7, 2022
October 7, 2022 – Manhattan Beach, CA – Solganick & Co. has published its latest Healthcare IT M&A Update for Q3 2022. The report covers the latest mergers and acquisitions trends and valuations for the industry sector. To summarize, the Healthcare IT M&A market was still active even though the economic market and stock market were volatile.
Truelytics: M&A
OCTOBER 6, 2022
While every financial advisor's business is unique, there are some common challenges faced by all independent advisors and RIAs. This week's guest, Julie Pinkerton , noticed that a few of these common challenges were actually really big problems. So, she set out to create a community solution, ClientFirst , that would help advisors and other financial professionals connect with each other to not only grow their businesses but to better serve their clients in the process.
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