March, 2023

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12 Concepts You and I Can Learn About A Great Exit From How2Exit's Interview With Jonathan Brabrand - Author, Entrepreneur, and Expert Advisor.

How2Exit

12 Concepts You and I Can Learn About A Great Exit From How2Exit's Interview With Jonathan Brabrand - Author, Entrepreneur, and Expert Advisor. E18 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. yeah.

Business 130
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The Counteroffer: What You Should Know

H. Friedman Search

Today more than ever there is a new trend that is increasing every day: the counteroffer. Now you may be thinking, “Harlan, this is not a new trend. There have always been counteroffers,” I would tend to agree with you wholeheartedly. However, there is a statistic that should make you stand up and take notice. According to a survey of Permanent Placement Recruiters nationwide, not only are there more counteroffers but greater than 20% of candidates are now falling off.

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The Era of the Co-Pilot: How Generative AI and ChatGPT is Revolutionizing Work

Beyond M&A

Fine. AI is hot right now. Ever since the release of ChatGPT, our work has been revolutionised. ChatGPT is your buddy, your ‘co-pilot’ Shifting the internet from providing information to providing intelligence or research as we go through our daily duties. The worrying question is, ‘will our brains go to mush? ‘ as technology begins to seep into our thinking and overtake our thought processes in speed and structure.

IT 130
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The Collapse of Silicon Valley Bank: The Start of Great Financial Crisis 2.0?

Mergers and Inquisitions

If you are currently breathing oxygen, you’ve undoubtedly seen the stories about Silicon Valley Bank’s collapse over the past few days. In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.

Bank 123
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15 Modern Use Cases for Enterprise Business Intelligence

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?

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3 Tips to Maximize Your Business Valuation

Trout CPA: M&A

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority. But how can you ensure that you're maximizing your business's value in the eyes of potential buyers?

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10 Concepts You and I Can Learn About What VC's Want From How2Exit's Interview With Mark Achler - Venture Capitalist

How2Exit

10 Concepts You and I Can Learn About What VC's Want From How2Exit's Interview With Mark Achler - Venture Capitalist E107: 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. yeah.

Business 130
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A New Era: The Team Approach

H. Friedman Search

What Does The Team Approach Look Like? As many of you are aware, over the last couple of weeks I have been helping my wife recover from a spinal fusion. Not an easy surgery to say the least, but she is doing great. The surgery was on the 27 th of February, and we anxiously looked forward to her first post-op visit with her surgeon. We had many expectations of how the visit would go including inspection of her incision, answering all of our questions, providing information about how she will p

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AI Due Diligence: Exploring Essential Categories for Successful Implementation

Beyond M&A

Artificial Intelligence (AI) has always been hot property. And since ChatGPT was launched, AI has demonstrated the potential for increased efficiency, productivity, and cost savings. However, implementing AI solutions has inherent risks, including potential biases, data quality issues, and security vulnerabilities. So if you’re investing in it, you must ensure you’re not liable for future issues.

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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

If you want to work in the most cyclical role in the finance industry, it’s hard to beat commodity hedge funds. But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. Many of the largest hedge funds put commodity trading within their global macro strategies , but plenty of smaller funds, banks, and desks make it a separate category or focus on commodit

Funds 119
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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

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.

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Credit Suisse: Bank of England won’t object to takeover as UBS considers $1bn bid

The Guardian: Mergers & Acquisitions

Banks race to finish takeover to calm fears of new global financial crisis Millions paid in bonuses to UK SVB staff days after £1 rescue Bank runs, bailouts, rescues: are the ghosts of 2008 rising again? The Bank of England will not object to UBS taking over fellow Swiss lender Credit Suisse as soon as this weekend, according to reports, amid a frantic race to stave off a crisis with echoes of the 2008 global banking crash.

Bank 75
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Static analysis + penetration testing = More than the sum of their parts

Synopsys: M&A

Static analysis + penetration testing delivers a powerful punch in any software due-diligence effort.

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10 Concepts You and I Can Learn About M&A and Creative Deal Structuring From How2Exit's Interview With Roland Frasier Investor, Business Mentor and Strategist

How2Exit

10 Concepts You and I Can Learn About M&A and Creative Deal Structuring From How2Exit's Interview With Roland Frasier Investor, Business Mentor, and Strategist: 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. yeah.

M&A 130
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Decoding the Revenue Equation of an OTT Company

Wizenius

Over-the-top (OTT) companies are quickly becoming a major force in the entertainment industry, offering streaming video and audio content directly to consumers via the internet. But with so much competition in the market, it's important for these companies to have a clear understanding of their revenue and cost structures in order to maximize profitability.

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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

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.

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The Maintenance Ratio in Software Development: How Private Equity Investors Can Drive More Growth.

Beyond M&A

As private equity investors, you understand the importance of allocating funds to innovation and growth. However, in software development, there is a metric that can significantly impact your investment. It indicates how much of your investment is going towards innovation versus simply maintaining the status quo. We refer to this as the maintenance ratio.

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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?

Mergers and Inquisitions

With the number of emergency / news-related articles on this site lately – two in a row! – it’s starting to feel a lot like 2008. Before delving in, though, I want to start with the elephant in the room: I was partially wrong ~5 months ago when I wrote about Credit Suisse, UBS, and Deutsche Bank, and whether they would become Lehman Brothers 2.0. Technically, my assessment in that article was correct: “The short answer is that it’s very unlikely that any of these firms will go bankrupt.

Banking 98
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Ovo reportedly planning bid for Shell’s 1.4m household energy customers

The Guardian: Mergers & Acquisitions

Shell takeover would make Ovo second-largest energy supplier in UK market again Ovo Energy is reportedly planning to make a bid to buy 1.4 million household energy customers from Shell’s UK supply business as the oil company prepares to leave the retail market. Ovo is expected to put forward a takeover offer that would swell its business to 5.4 million customers, according to Sky News, once again making it the second-largest energy supplier in the UK market.

Retail 71
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Client Relationships

GillAgency

Having a great client relationship who has engaged you to sell their business is of paramount importance. This is because a positive and productive relationship enables effective communication and collaboration between the parties, which is essential for a successful transaction. A great relationship with the client allows for open and honest communication.

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Enhance Customer Value: Unleash Your Data’s Potential

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.

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11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro

How2Exit

11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro: Watch here E17 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. yeah.

M&A 130
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Structure – The Final Variable in Your Selling Equation

Successful Acquisitions

Structure – The Final Variable in Your Selling Equation By Brian Goodhart The final component of Your Selling Equation is Structure. The very word gives me the chills as structure is such a big topic and covers so many potential areas. I often hesitate to treat it as a singular component because it’s just not. However, for the purposes of preparing most business owners for a sale, it is often advantageous to speak of structure in two components: sale type and deal structure.

Sale 52
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Beyond Today: Exploring 8 Future Categories for Tech Due Diligence

Beyond M&A

Tech due diligence typically involves evaluating the technical capabilities, strengths, weaknesses, and risks of a company’s technology infrastructure, systems, software, and hardware. Ensuring Tech Due Diligence ‘ stays in its lane ‘ It’s tempting to comment and report on areas outside the scope of the assessment because you typically get to see most, if not all, of a business, its team and its offerings.

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Alibaba Breaks Up with Itself: Splits into 6 Units to Boost Stock Value!

Wizenius

Alibaba, the e-commerce giant often dubbed as the "Amazon of the East," has announced its plans to split into six different business units. The move comes after facing intense regulatory scrutiny that has affected the company's stock value. In an attempt to create more value, Alibaba's management believes that breaking up the conglomerate into smaller, more focused entities will allow each business unit to thrive independently.

Stock 52
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Deliver Mission Critical Insights in Real Time with Data & Analytics

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.

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How Do I Open a Virtual Data Room? A Step-by-Step Guide

EthosData Virtual Data Room

Opening a data room can seem like a daunting task, but with the right tools and resources, it can be a straightforward process. In this guide, we'll walk you through the steps to open a data room so that you can securely share documents with your team and clients.

Shares 52
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The 6 Best CRM Systems for Consultants

4Degrees

As a management consultant, you need to be focused on providing top-notch service to your clients and building your network. Relationships are the pillar of most consulting businesses. Knowing how to leverage your network can result in new business, higher client satisfaction, increased retention, and a better reputation within the industry.

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13 Concepts You and I Can Learn About Buying and Selling Businesses From How2Exit's Interview With Dr. Chris Daigle

How2Exit

13 Concepts You and I Can Learn About Buying and Selling Businesses From How2Exit's Interview With Dr. Chris Daigle E16: 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. yeah.

Business 130
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Key Takeaways from Expo West 2023

Intrepid Banker Insights

Intrepid Investment Bankers Key Takeaways from Expo West 2023 Source: Green Queen Media The Natural Products Expo West trade show in Anaheim, CA was back in full force in 2023, its second year in-person since the 2020 – 2021 pandemic hiatus. The show was heavily attended with over 67,000 participants, however, those impressive numbers are still below the pre-pandemic record of over 80,000 participants.

Food 52
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Using Data & Analytics for Improving Healthcare Innovation and Outcomes

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.

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Why Hiring a Business Broker/M&A Advisor Can Help You Successfully Sell Your Business Faster

Sun Acquisitions

Selling a business takes work. It is a complex process that involves many steps and can be time-consuming. However, hiring the right business broker can make this process much simpler and more efficient, helping you successfully sell your business faster. Market Knowledge As experienced professionals in business sales, business brokers understand the market and have specialized knowledge about the economy and industry trends that can help you make better decisions when selling your business.

Broker 52
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Reviving Distressed Assets: The Business Model of Asset Reconstruction Companies

Wizenius

An Asset Reconstruction Company (ARC) is a specialized financial institution that acquires non-performing assets (NPAs) or distressed assets from banks or financial institutions at a discounted price. The primary business model of an ARC is to resolve these distressed assets and recover value for their investors. The typical business model of an ARC involves four main stages: Acquisition: ARCs acquire distressed assets from banks or financial institutions at a discounted price.

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Applying Entire Fairness, Delaware Court of Chancery Sustains Class Action Claims for Breaches of Fiduciary Duties Arising from Alleged Omissions in SPAC Merger Proxy

Shearman & Sterling

On March 1, 2023, Vice Chancellor Lori Will of the Delaware Court of Chancery declined to dismiss a putative class action brought by stockholders of special purpose acquisition company (or "SPAC") GigCapital2, Inc. ("Gig2") against Gig2's controlling stockholder and directors, asserting that they breached their fiduciary duties in connection with Gig2's acquisition of UpHealth Holdings, Inc. and Cloudbreak Health, LLC in a so-called "de-SPAC" merger.