Beyond M&A

SEPTEMBER 18, 2023

It’s not just about the business’s direct profitability but the sustainability of that profit in an increasingly digital realm. I hope sharing these will give you an understanding of severity without veering into technical jargon. Below are some informal/internal notes of a previous cyber-security assessment.

Investment 147

Investment Profitability Business M&A 147

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. We should have 1 Projected Share Price and 1 PV (Projected Share Price) at this point. mature, profitable companies).

Valuation 130

Valuation M&A DCF Shares 130

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 Summary: Codie Sanchez shares her expertise in buying and growing businesses, emphasizing the importance of ownership and decentralization. rn rn Quotes: rn rn "Easier to buy profits than it is to build them."

Book-building 130

Book-building Profitability Acquisitions Business 130

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

OfficeHours

JUNE 6, 2023

Unlike venture capital, growth equity investments involve companies that are more established and have a track record of generating revenue and profitability. These strategies are an integral part of the investment lifecycle and are aimed at maximizing the value of the portfolio companies.

Private Equity 147

Private Equity Equities Debt Investment 147

How2Exit

JULY 3, 2023

rn Summary: Sam Turner shares his journey from the corporate world to entrepreneurship through acquisition. rn Sam believes in acquiring complementary businesses within the HVAC industry to create a portfolio that can collaborate and share resources.

Corporation 130

Corporation Acquisitions Collaboration Business 130

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. rn The profit margins in the security industry are typically around 10%, making it a highly competitive and cost-sensitive business.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130

How2Exit

OCTOBER 2, 2023

rn Summary: Dirk Sahlmer, the Head of Origination for SaaS Group, shares his journey from being a mechanical engineer to working in the SaaS industry. Ronald Skelton, the host, shares his experience as a virtual assistant to an AI and the incredible capabilities of AI in content creation.

Acquisitions 130

Acquisitions M&A Profitability Engineering 130

Peak Frameworks

JUNE 29, 2023

Developed by the Boston Consulting Group , this matrix offers a systematic approach to analyzing a company's portfolio of products or business units. The BCG Matrix, also known as the Growth-Share Matrix, is a visual representation of a company's portfolio of products or business units. What is the BCG Matrix?

IT 52

IT Portfolio Shares Finance 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.

Securities 98

Securities Investors Shares Stock 98

Growth Business

OCTOBER 23, 2023

BP Ventures is looking to take minority equity positions in ten to twelve startups this year, as well as investing in further fundraising rounds with existing companies in its portfolio. BP, which reported record profits of $28 billion last year, is committed to cutting its production emissions to net zero by 2050.

Investment 98

Investment Capital Finance Finance 98

How2Exit

SEPTEMBER 25, 2023

rn About The Guest(s): Michael Byars is an expert in buying profitable businesses with little to no money down. He later expanded his portfolio to include real estate and various ancillary businesses. With his extensive experience in buying and scaling businesses, Michael now shares his knowledge through coaching and consulting.

Management 130

Management Business Acquisitions Finance 130

How2Exit

MAY 12, 2024

Hirsch demonstrates a deep understanding of marketing and has successfully implemented organic growth tactics across his business portfolio. He candidly shares his journey from college bookstore competitor to creating a dropshipping business, eventually finding his niche in the ever-expanding virtual assistant industry.

Business 130

Business Portfolio Management IT 130

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. rn As the discussion progresses, Wells shares his reflections on being the CEO of a public company post-IPO, the unexpected realities, and the learning curve that has come with the territory.

M&A 130

M&A Acquisitions Business Public Trading 130

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

How2Exit

MAY 23, 2023

Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. For businesses, investing in institutional assets can be a great way to diversify their portfolio and access capital from a variety of sources. Ron Concept 1: Adapt To Uncertain Times.

Capital 130

Capital Investors Business Investment 130

How2Exit

MAY 16, 2023

Acquisitions can be an efficient way to quickly expand a business, gain market share, and increase profits. Marty’s experience has taught him that growing a business through acquisitions can be a great way to increase revenue and profits. It can also be a great way to quickly expand a business and gain market share.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

How2Exit

SEPTEMBER 11, 2023

rn Summary: Krystof Bartos shares his journey from financial advisory and real estate to the world of mergers and acquisitions (M&A). rn Krystof Bartos's approach is to acquire marketing agencies and use them to support other businesses in his portfolio.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

OfficeHours

MAY 16, 2023

Short selling involves borrowing shares and selling them with the intention of buying them back at a lower price. Short selling can increase liquidity by increasing the supply of shares available for trading. Contrary to what critics may think, short selling can be a positive for market liquidity.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Growth Business

SEPTEMBER 14, 2023

Some focus on young companies that aren’t yet profitable but have strong potential. They may opt for loan notes or equity shares. Having been around for almost 40 years, they currently have a portfolio of 200 businesses that they’ve helped by making connections, expanding into new products and making introductions.

Capital 109

Capital Investment Funds Media 109

How2Exit

APRIL 29, 2024

rn Episode Summary: rn In this episode of How2Exit, host Ronald Skelton invites Tina Bradley to share her entrepreneurial story and insights into the world of mergers and acquisitions (M&A). rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Mergers and Inquisitions

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash). Debt financing is much more common, and the GE firm is often the first institutional investor.

Private Equity 105

Private Equity Equities Capital Portfolio 105

How2Exit

FEBRUARY 18, 2024

rn Episode Summary: rn In this insightful episode of the How to Exit podcast, host Ronald Skelton is joined by Costa Tagalakis, an investment partner at Valsoft Corporation, who shares his fascinating journey and expertise in the niche of software business acquisitions. rn rn "We have no idea if we bought a B2C business.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

The TRADE

JANUARY 17, 2024

I share GAM’s belief in building concentrated long-only portfolios with high active share and diversified risk in order to deliver long-term outperformance for clients. “I Since October, GAM has seen a swathe of appointments in a bid to grow the business and increase profits following last year’s acquisition saga.

Asset Management 64

Asset Management Equities Management Retail 64

Lake Country Advisors

JUNE 12, 2024

These can range from market share and influence changes to corporate culture and identity. The main goals are to gain market share, reduce competition, or achieve economies of scale. Production processes, bulk purchasing, and shared administrative functions can all be achieved through mergers and acquisitions.

Mergers and Acquisitions 105

Mergers and Acquisitions Mergers Acquisitions Business 105

Lake Country Advisors

JANUARY 3, 2025

Investing in tech companies for sale offers unparalleled opportunities for growth, profitability, and market dominance. Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

Lake Country Advisors

NOVEMBER 18, 2024

It’s about more than just profit; it’s about finding a purpose to keep you motivated. Growth Potential : Are you aiming to expand an existing portfolio? A solid understanding of business finances helps you navigate cash flow, budgeting, and profit analysis. Financial Literacy : Are you comfortable with financial management?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

The Deal

SEPTEMBER 22, 2023

In August, activist Jana Partners LLC disclosed it had accumulated a 324,930-share position in government and defense services company Leidos Holdings Inc. In May, meanwhile, Leidos shares dropped precipitously following a poor first-quarter earnings report that missed expectations. Bell indicated on an Aug.

M&A 52

M&A Government Shares Acquisitions 52

TechCrunch: M&A

APRIL 26, 2023

The CMA noted that with Microsoft’s current share of 60-70% of the U.K. cloud gaming market, acquiring Activision’s portfolio of games would “substantially weaken competition.” “Some of these strengths are already reflected in Microsoft’s current UK market share of cloud gaming of between 60-70%.”

IT 105

IT Mergers and Acquisitions Mergers Acquisitions 105

Peak Frameworks

MAY 8, 2024

Facilitating Ownership and Profit Distribution LLCs provide a flexible framework for ownership and profit distribution. Members can decide how profits are shared, which may not necessarily align with their percentage of ownership. This allows for strategic business alliances and diversified investment portfolios.

Corporation 52

Corporation Business Finance Finance 52

Sun Acquisitions

JUNE 28, 2024

Small enterprises can optimize costs, improve productivity, and enhance overall efficiency through shared infrastructure, technology, and resources. Enhanced Product and Service Offerings Acquiring a business that complements the existing product or service portfolio can be a game-changer for small enterprises.

Business 59

Business Acquisitions Mergers and Acquisitions M&A 59

The TRADE

SEPTEMBER 15, 2023

I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades. Historically, trading desks had been setup and staffed by voice traders and they can be very profitable for banks.

Trading 59

Trading Electronics Portfolio Bank 59

Wall Street Mojo

JANUARY 4, 2024

The goal of empire building is to create a larger and more dominant business entity that can achieve significant market share, increased profitability, and a competitive advantage over rivals. This might include increasing market share significantly, becoming a household name, or setting industry standards.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Investment Engineering 52

MergersCorp M&A International

AUGUST 9, 2024

Private equity firms acquire companies, improve their performance, and then sell them for a profit after a few years. The private equity firm acquires a significant stake in the target company and plays an active role in its management, aiming to enhance its value and eventually sell it for a profit.

Private Equity 52

Private Equity Equities Funds Investment 52

How2Exit

MAY 9, 2023

10 Concepts We Can Learn About DSO/MSO From How2Exit's Interview W/Eric Gall - 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.

Business 130

Business Investment IT Economics 130

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. We first measure our success through the business performance and impact performance of our portfolio. How do you measure your success? million women.

Capital 59

Capital Funds Investment Portfolio 59