The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). Chris Jenkins, managing director and global head of sales, professional services and support at LSEG TORA announced his departure following almost two decades with the business.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

Focus Investment Banking

MARCH 17, 2024

But do earnouts consistently bridge the gap between buyers and sellers in Consulting and Professional Services deals? Despite the potential value at stake, the buyer balked at the idea of relinquishing control, envisioning strategic integration and synergy across their portfolio of Professional Services businesses.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

The Deal

NOVEMBER 27, 2023

On the latest episode of Behind the Buyouts, Investcorp SA head of North American private equity David Tayeh discusses the New York-based firm’s strategy around backing middle market businesses that cater to “needs versus wants.”

Private Equity 59

Private Equity Professional Services Middle Market Food 59

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. How to Find Costs of Goods Sold Expenses to include in COGS are those directly attributable to the delivery of the goods sold by a company or the services provided. This includes their salaries.

Profitability 95

Profitability Professional Services Business IT 95

Focus Investment Banking

JANUARY 18, 2024

And will that mean that some of the privately held management consulting firms or other professional services companies will choose an IPO this year? It has been some time since a professional services firm chose a public offering as a liquidity strategy. But those companies have been public for more than 20 years.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Benchmark International

JUNE 11, 2024

Fugue Capital, a private equity firm, focuses on energy, construction, professional services, and agriculture companies in Texas and surrounding regions. Founded in 1967 by the Dane family, Tri-Tex Cabinets was acquired by Tygra Industries, LLC in 2015. Since then, the company has experienced continued success and growth.

Capital 45

Capital Professional Services Middle Market Private Equity 45

Solganick & Co.

DECEMBER 25, 2024

Vertical SaaS solutions There is growing demand for vertical-specific software-as-a-service (SaaS) solutions in the IoT market. This is prompting both established companies and private equity firms to acquire specialized IoT software providers that cater to specific industries. This acquisition will allow Rev.io

M&A 40

M&A Mergers and Acquisitions Acquisitions Funds 40

How2Exit

MARCH 24, 2023

However, many of these people find that they haven't built a sellable business and don't know how to professionalize it. By providing professional services, entrepreneurs can help these business owners make their businesses more sellable. Equity in exchange for value is a great way for both consultants and businesses to benefit.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Solganick & Co.

DECEMBER 23, 2024

Vertical SaaS solutions There is growing demand for vertical-specific software-as-a-service (SaaS) solutions in the IoT market. This is prompting both established companies and private equity firms to acquire specialized IoT software providers that cater to specific industries. This acquisition will allow Rev.io

M&A 40

M&A Mergers and Acquisitions Acquisitions Funds 40

The TRADE

AUGUST 28, 2023

Pictet Asset Management appointed Jade Beckmann as an equity trader. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.

Asset Management 52

Asset Management Bank Banking Universal Banks 52

Growth Business

MAY 19, 2023

Contact: +44 (0)20 7240 0202 Equity Gap Bio: Established in 2010 to help match private investors with young entrepreneurial companies looking for early stage business funding, Equity Gap is an Edinburgh-based business angel syndicate with 150 active members. More on Equity Gap’s investment criteria here.

Investors 105

Investors Investment Funds Business 105

Solganick & Co.

MARCH 10, 2025

” About Kavaliro Kavaliro is an award-winning professional services firm with offerings across the United States. Founded in Orlando in 2010, Kavaliro offers professional, technical, and workforce solutions with agility, assurance, and authenticity within the government and commercial sectors.

Consulting 40

Consulting Sale IT M&A 40

Focus Investment Banking

SEPTEMBER 18, 2023

That may be the case for private equity firms and other acquirers who have done numerous deals, but for practice owners who have never been through the process before – and probably never will again – that is not the case. The FOCUS healthcare team offers a process tailored to physician groups in private equity transactions.

Management 52

Management Private Equity Healthcare Equities 52

Focus Investment Banking

JULY 31, 2023

This article focuses on how medical practices are valued by private equity-backed groups, and to an extent, health systems and other strategic acquirers. Physician practices are almost always valued on a multiple of EBITDA basis in transactions with private equity groups or similar buyers. We explore each in turn below.

Medical 52

Medical Private Equity Healthcare Professional Services 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. revenue and 11.5x

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

How2Exit

OCTOBER 23, 2023

rn Visit [link] rn _ rn About The Guest(s): Patrick Dichter is the owner of Appletree Business Services, a small business accounting firm that specializes in bookkeeping and tax services for service-based businesses and professional services. Patrick has a background in sales and marketing and holds an MBA.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

Focus Investment Banking

MARCH 13, 2024

Over his 34-year career Mr. Gowisnock has led multiple global acquisitions and successful integrations of market-leading companies in technology, manufacturing, and professional services. Particularly in the private equity space, technology is a key determinant of investment opportunities.

Collaboration 52

Collaboration M&A Professional Services Bank 52

Tyton Partners

APRIL 5, 2024

It serves a wide range of industries including Tech, Healthcare, Professional Services, Manufacturing, Hospitality, and others. We grew that business and eventually sold it to private equity. Advantexe utilizes digital, web-based simulations to help leaders develop a range of business, strategy, leadership, and selling skills.

Education 64

Education Business Professional Services Private Equity 64

Focus Investment Banking

APRIL 11, 2024

The companies in this sector perform services such as distributing communications-related products, designing and installing communications infrastructure and providing repair and other logistics services for both communications service providers and businesses.

Business 52

Business Telecommunication Engineering M&A 52

Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin.

M&A 52

M&A Mergers and Acquisitions Broker Mergers 52

Solganick & Co.

OCTOBER 28, 2022

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. Founded in 2015, the firm has over $1.7 billion committed to its three funds.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Focus Investment Banking

DECEMBER 5, 2024

Tire and service companies can also show success in digital marketing, such as a high conversion of appointment scheduling and phone calls through your website. It takes a dedicated team of lawyers, accountants, advisors and other professional service providers to ensure a successful sales process, and that often comes with a cost.

Business 52

Business Sale Negotiation Investors 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Razorpay

MAY 11, 2023

Minimal Compliance Requirements: LLPs have fewer compliance requirements than corporations, making them a popular choice for small businesses and professional services firms. Disadvantages of LLP No Equity Investment The concept of equity or shareholding like a company is not present in an LLP.

Accountant 52

Accountant Business Bank Banking 52

Software Equity Group

FEBRUARY 26, 2024

For software companies, expenses included in COGS are those directly attributed to the delivery of software or services provided, including hosting expenses, costs for third-party software, and personnel costs for DevOps employees, the professional services team, and the customer support team, among others.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Mergers and Inquisitions

AUGUST 14, 2024

There’s nothing “wrong” with this business model, but it’s much closer to an agency or professional services company than a traditional enterprise software startup. Many VCs seem to assume they’ll get SaaS revenue multiples of 5 – 10x if/when these companies go public, but I believe services-like multiples are much more likely.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

Beyond M&A

SEPTEMBER 5, 2023

As Managing Partner of a UK-based Technology Due Diligence firm, I’ve gained valuable insights that I believe could benefit my team and our broader audience, comprising venture capitalists, private equity players, corporate investors, and tech founders or CTOs.

Business 130

Business Book-building IT M&A 130

Peak Frameworks

JUNE 21, 2023

This structure is commonly used in professional services firms, such as law firms and accounting practices. The Role of Finance Professionals in Business Partnerships Investment bankers , private equity professionals, and corporate finance experts play instrumental roles in business partnerships.

Business 52

Business Finance Finance Corporate Finance 52

How2Exit

NOVEMBER 4, 2024

E255: Millionaire by 18, Global Entrepreneur by 30 – Charlie Panayi’s Secrets to Success - Watch Here About the Guest(s): Charlie Panayi is an accomplished international speaker and entrepreneur hailing from a Greek Cypriot family, who made his mark in the real estate and private equity sectors.

Education 130

Education Private Equity Acquisitions Business 130

Focus Investment Banking

APRIL 28, 2025

Private equity firms and strategic acquirers remain active, seeking high-quality businesses with recurring revenue, specialized expertise, or regional scale. Within professional services, buyers are targeting firms with specialized expertise in areas such as accounting, engineering, consulting, legal support, and marketing.

Business 52

Business Professional Services Private Equity Consulting 52

Beyond M&A

JANUARY 30, 2025

The Core Issues Impacting Team Dynamics As is common in this type of professional services business, each Partner holds their own P&L, operating in isolation and hoarding leads and work to protect their contacts. Understanding why people resist change is important, but it should not prevent decisive action.

Investors 130

Investors Business Accountant Government 130

Focus Investment Banking

MARCH 7, 2025

Private equity investments in healthcare provider practices are getting more mature and changing the way buyers and sellers approach transactions. Deal activity has been high across dentistry, veterinary, and the physician specialties, with more than 100 private equity backed platforms established and completing their own add-on deals.

Healthcare 52

Healthcare Private Equity Equities Professional Services 52

iMerge Advisors

APRIL 13, 2025

Why Revenue Mix Matters in SaaS Valuation Buyerswhether private equity firms, strategic acquirers, or public market investorsare increasingly sophisticated in how they assess SaaS businesses. This article explores the revenue composition that attracts premium valuations and how to optimize your business model accordingly.

Valuation 40

Valuation M&A Advisory Professional Services 40