Sat.Mar 04, 2023 - Fri.Mar 10, 2023

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The Power of Conversation: 11 Valuable Lessons from My Interview with Marc Morgenstern, Author, Mentor and Capitalist - Author of The Soul of the Deal

How2Exit

The Power of Conversation: 11 Valuable Lessons from My Interview with Marc Morgenstern, Author, Mentor and Capitalist - Author of The Soul of the Deal. E104 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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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

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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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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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7 Things We Learned About Entrepreneurship By Interviewing Dana Derricks - Author of Multiple Books, 3 Time 2 Coma Club Winner, and Goat Farmer

How2Exit

7 Things We learned About Entrepreneurship by Interviewing Dana Derricks - Author of Multiple Books, 3 Time 2 Coma Club Winner, and Goat Farmer E7: 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.

More Trending

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Connect with TM Capital’s Equipment Rental & Dealer Team at ConExpo 2023

TM Capital

ROBUST MARKET ACTIVITY & ATTRACTIVE VALUATIONS FOR LEADING BUSINESSES Over the last 15 years, TM Capital has established a market-leading Equipment Rental and Dealer sector practice, advising a broad range of privately-owned and financialbacked clients. With an emphasis on M&A transactions (both sell-side and buy-side), TM’s sector activity is accelerating, having completed 10 transactions since January 1,2021, totaling over $2.0 billion in aggregate enterprise value.

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Rivals to Partners: The Surprising Benefits of Merging with Your Competitors

Sun Acquisitions

At first, glance, merging with a competitor can seem counterintuitive. After all, most businesses strive to gain an edge over their competitors to succeed. However, many surprising benefits come from merging with your competitors – benefits many companies are beginning to discover and implement. On the most basic level, merging with a competitor eliminates competition in the market and allows for greater control over pricing.

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11 Things We Learned About Selling a Business By Interviewing Alex Nghiem - Global Exit Expert

How2Exit

11 Things We Learned About Selling a Business By Interviewing Alex Nghiem - Global Exit Expert E103 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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Efficient Virtual Data Room Setup: How to Save Time and Money

EthosData Virtual Data Room

Setting up a virtual data room is essential for secure file sharing and collaboration, but the process can be daunting. Fortunately, following a few simple tips can help ensure a smooth and efficient setup that delivers a safe and secure virtual environment for your confidential information.

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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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6 Investor Data Room Rules Successful Startups Follow in 2023

4Degrees

Investor data rooms help startups seeking fundraising collect and manage information and company documents to be shared with investors and also help investors gain insights into their prospective investments. Investor data rooms provide a centralized location for files and documents and a place to communicate during due diligence, fundraising, and beyond.

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Involvement – The Second Variable in Your Selling Equation

Successful Acquisitions

Involvement – The Second Variable in Your Selling Equation By Brian Goodhart Involvement is perhaps one of the most complex and personal variables involved in the selling equation. Unlike valuation, there are no trained professionals in this field who use proven methods to arrive at a mathematically sound option. Involvement is inherently personal and as such its entirely unique to the sellers and their personal situation.

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11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe

How2Exit

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe. E102 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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Women in SaaS: Founders and Investors

Software Equity Group

It’s not easy being a woman in tech. As of 2022, women hold only 26.7% of technology jobs, female-founded companies get only 2.3% of VC funding , and only 18% of college students earning computer science degrees are women. Fewer women in leadership positions mean fewer female role models and mentors, making it that much harder for women entering the field.

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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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8 Reasons to Hire an M&A Advisor in 2023

iMerge Advisors

Selling a software or technology business can be a daunting task, especially when it comes to mergers and acquisitions (M&A) transactions. These processes can be time-consuming and burdensome for decision-makers and the management team. The lack of familiarity with the nuances of the sales landscape can complicate the process and result in higher probabilities of […] The post 8 Reasons to Hire an M&A Advisor in 2023 appeared first on Transforming Tech: The Premier M&A Advisory

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Introducing 4Degrees Campaigns

4Degrees

With competition getting tougher in the private markets, becoming more efficient and building a strong brand is crucial for any firm’s success. To help make your firm more efficient and punch above its weight, we’re excited to announce 4Degrees Campaigns- a mass email module inside our relationship intelligence CRM platform.

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Where do VC and PE funds get their money?

Presser & Co

Our clients often ask us where venture capital funds (VC) and private equity funds (PE) get their money. This is an important question, because if you understand a buyers’ source of funds, you can better understand how a buyer might behave during a negotiation. These funds use other organisations and individuals’ money. They are set up such that the money is held in one entity, but the private equity/venture capital (lets call this PEVC for short) management team operate out of another.

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Top Wall Street banker Ray McGuire joins Lazard as president

American Banker - Investment Banking

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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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SaaS Valuation Multiples Understanding the Rule of 40

iMerge Advisors

The post SaaS Valuation Multiples Understanding the Rule of 40 appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Off the Shelf vs. Custom-Built CRMs

4Degrees

In this article, we go over why working with a CRM consultant to heavily “customize” a generic CRM such as Salesforce or hiring a software development firm to build a custom CRM is a risky and potentially expensive option that can result in a failed implementation.

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10 Things We Learned About Acquisition Entrepreneurship, Acquiring Businesses, When To Pivot, And Roll-Up Industry Selection By Interviewing Gia Cilento -Entrepreneur And Growth/Acquisitions Pro

How2Exit

10 Things We Learned About Acquisition Entrepreneurship, Acquiring Businesses, When To Pivot, And Roll-Up Industry Selection By Interviewing Gia Cilento -Entrepreneur And Growth/Acquisitions Pro 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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Bank of America tells rainmakers to work on tiny deals during drought

American Banker - Investment Banking

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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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Credit Suisse First Boston will have Goldman Sachs-like partners

American Banker - Investment Banking

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8 We Learned About Saving Businesses from Distress by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy

How2Exit

8 We learned by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy E2 - Watch here The How to Exit podcast recently interviewed two industry leaders, Brooker Kraft and Ali Taraftar, who have created a company that is addressing a unique market opportunity. Brooker Kraft was a career soldier who started his own company without writing a book on it.

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