Global Newswire by Notified: M&A

JUNE 20, 2024

Following negotiations, UPAY signed a Shareholders Agreement with other stakeholders in AML GO, securing a 51% ownership in the company. ("UPAY" or the "Company") (OTCQB: UPYY), a leading fintech corporation, has acquired a controlling stake in AML GO (Pty) Ltd ("AML GO"), a prominent Anti-Money Laundering company based in South Africa.

Portfolio 40

Portfolio Acquisitions Negotiation Corporation 40

OfficeHours

AUGUST 25, 2023

Think about it this way: It is easier to negotiate bespoke partners via bilateral negotiation with a single partner than with tens of investors via a syndicate of investment banking middlemen. Second, private credit investors are able to provide substantially more flexibility for borrowers. Are you preparing for the buyside?

Private Equity 130

Private Equity Equities Debt Finance 130

Global Newswire by Notified: M&A

JUNE 5, 2024

UPAY" or the "Company") (OTCQB: UPYY), a leading corporation in the fintech sector, is pleased to announce that it has successfully negotiated with the shareholders of Huntpal LLC (“Huntpal”) to acquire full ownership of the company. DALLAS, June 05, 2024 (GLOBE NEWSWIRE) -- UPAY Inc. As part of this agreement, UPAY Inc.

Portfolio 40

Portfolio IT Negotiation Shares 40

Beyond M&A

SEPTEMBER 13, 2023

Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps. An assurance of swift support response is non-negotiable. Prompt Response Times: In IT, delays can be lethal. Ask for evidence.

Investors 147

Investors IT Engineering Management 147

How2Exit

OCTOBER 21, 2024

The discussion delves into Nicholas's investment philosophy and approach to building a diverse portfolio within his hold company. Key Takeaways: Rapport Building and Trust: Establishing genuine connections and trust with sellers is crucial for successful negotiations and acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Healthcare Business 130

Sun Acquisitions

JANUARY 8, 2024

However, navigating the complexities of M&A requires strategic insight, careful negotiation, and a deep understanding of the business landscape. These synergies range from operational efficiencies and cost savings to complementary product portfolios and expanded market reach.

Mergers and Acquisitions 59

Mergers and Acquisitions Broker Mergers Business 59

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%. Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Debt 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? It provides a strategic roadmap for identifying, evaluating, negotiating, and integrating potential M&A transactions. Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

MAY 16, 2023

This strategy involves identifying potential acquirers, negotiating the deal, and closing the transaction. Any successful business owner can expand their portfolio and net worth by leveraging their operations through acquisitions. For example, a manufacturer may have a manufacturing line that is only running at 60% capacity.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

Growth Business

SEPTEMBER 29, 2023

In almost all cases VCs require board seats and investor controls negotiated through the shareholders agreement. Entrepreneurs should be able to go to their VCs for introductions, market insight and access to networks both externally and within the portfolio.

Capital 96

Capital Investment Funds Investors 96

Global Newswire by Notified: M&A

MAY 14, 2024

TORONTO, May 14, 2024 (GLOBE NEWSWIRE) -- Virtus Capital Corporation, the asset manager of Virtus Diversified REIT is proud to announce its latest strategic move in expanding its portfolio with the acquisition of a free-standing Walmart tenanted property located in Flin Flon, Manitoba. We originally tied up this property for $5.25

Acquisitions 45

Acquisitions Asset Management Broker Negotiation 45

Focus Investment Banking

MARCH 17, 2024

Earnouts in M&A deal negotiations are a vital tool, offering sellers of fast-growing companies potential extra compensation and providing buyers with a risk-reduction method. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Negotiating the Sale Once potential buyers have expressed interest, the negotiation phase begins. Due Diligence and Documentation Due diligence is a critical phase in any business sale.

Business 96

Business Sale Negotiation Broker 96

The TRADE

JUNE 4, 2024

Tradeweb claims to be the first electronic trading platform to make OIS curves available during the repo trade negotiation process, which will enable institutional clients to better assess the price competitiveness of different repo rates across different currencies and maturities. “By

Trading 64

Trading Electronics Portfolio Management Negotiation 64

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Negotiation Skills Negotiation is an art in itself. Be prepared to negotiate favorable terms to your side while ensuring a mutually beneficial outcome.

Finance 59

Finance Finance Acquisitions Business 59

Sun Acquisitions

SEPTEMBER 16, 2024

A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers. Their insights and experience can help navigate regulatory requirements, negotiate favorable terms, and optimize the financial outcome of the transaction.

Negotiation 59

Negotiation Business Sale Management 59

How2Exit

MAY 6, 2024

Matt's portfolio is diverse, including companies that manufacture sinks, pallet racking, and a stint in IT and software businesses, demonstrating his value-driven, long-term investment approach. This approach not only differentiates one from other buyers but also lays a solid foundation for navigating complex deal negotiations.

Mergers and Acquisitions 130

Mergers and Acquisitions Middle Market Acquisitions Business 130

The TRADE

FEBRUARY 7, 2024

According to Eurex, “TRFs’ objective is to replicate the returns of traditional bilaterally negotiated equity or equity index-based swaps. The underlying benchmark US funding rate is SOFR, initially available during US trading hours before further expansion into European morning and Asian trading sessions later in 2024.

Equities 59

Equities Capital Trading Negotiation 59

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Devensoft

JUNE 14, 2023

In a sell side M&A transaction, the seller is usually in a weaker negotiating position than the buyer, as the buyer has the advantage of choosing from a wider pool of potential targets. For one, the seller may be forced to accept a lower price than they would have liked, as they are in a weaker negotiating position.

M&A 52

M&A Negotiation Business Mergers and Acquisitions 52

How2Exit

OCTOBER 2, 2023

With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses. rn rn rn By following this acquisition playbook, individuals can gradually build a portfolio of businesses that generate consistent profits and provide long-term financial stability.

Book-building 130

Book-building Profitability Acquisitions Business 130

How2Exit

APRIL 29, 2024

rn rn rn Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

OfficeHours

OCTOBER 23, 2023

Review 5 real-world case studies Insider knowledge on various headhunters, firms, and compensation data to help negotiate and make sure you’re receiving fair treatment Technical models Review 5 real-world case studies Technical models How are you liking these recent blog posts? Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Investment 130

Sun Acquisitions

MAY 24, 2024

While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals. Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Lake Country Advisors

FEBRUARY 28, 2024

Top Business Brokers , in particular, may be interested in acquiring businesses to expand their portfolio or assist clients in strategic acquisitions. Leveraging established relationships with these entities can significantly facilitate negotiations and increase the likelihood of a successful business deal.

Business 52

Business Negotiation Acquisitions Collaboration 52

How2Exit

NOVEMBER 27, 2023

With over 15 years of experience in corporate development and mergers and acquisitions, Scott specializes in acquiring and integrating security companies into Tarian Security's portfolio. His role involves deal origination, due diligence, negotiation, and integration of acquired businesses.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130

Peak Frameworks

AUGUST 24, 2023

This understanding can significantly affect the perceived value of the deal and negotiation strategies. In the realm of Mergers and Acquisitions (M&A) , understanding a target company's distribution channels can shed light on potential synergies, market expansion possibilities, and operational efficiencies or bottlenecks.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

How2Exit

DECEMBER 11, 2023

This approach helps buyers and sellers understand the potential for leveraging liquidity events to grow their wealth and expand their business portfolios. This hands-on approach sets Peterson Acquisitions apart from other education programs that only provide knowledge without practical guidance.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Chesapeake Corporate Advisors

JULY 10, 2023

Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction. With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. Howard Stevens from Pascale Stevens LLP served as WBCM’s legal counsel.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Sica Fletcher

OCTOBER 23, 2024

It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies.

Valuation 52

Valuation M&A Insurance S&P 52

Lake Country Advisors

JANUARY 3, 2025

Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership. Enhancing Product Portfolios Integrating advanced tech solutions into your existing business can elevate your product offerings and improve customer satisfaction.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

IBG

AUGUST 23, 2023

Acquirers might use a recession to diversify their portfolio, expand into new markets, or gain access to critical technologies or intellectual property. Strategic Value. In times of economic uncertainty, some businesses may offer greater strategic value for some potential buyers.

Economics 52

Economics M&A Sale Business 52

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” They are chiefly responsible for the identification and vetting of investment opportunities.

Capital 52

Capital Book-building Investment Portfolio 52

Focus Investment Banking

APRIL 1, 2024

Leveraging scale and knowing how to negotiate better rates with payors. Decreasing costs (for example, negotiating lower prices on heading aids, drugs for allergy management, and other items through the purchasing power of a larger organization). Making day-to-day operations more efficient.

Private Equity 52

Private Equity Equities Investment Negotiation 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? So, you could mention a related job, such as strategy, finance, or business development at a portfolio company, and say that you want to return to VC at a higher level eventually. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59