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

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

Beyond M&A

SEPTEMBER 18, 2023

I hope sharing these will give you an understanding of severity without veering into technical jargon. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. Below are some informal/internal notes of a previous cyber-security assessment.

Investment 147

Investment Profitability Business M&A 147

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Here are the steps to define a company-specific M&A playbook: Establish clear objectives: Clearly define your company’s strategic goals, such as growth, expansion, diversification or increased market share, and how M&A can help achieve those goals.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Accenture Capital Markets

SEPTEMBER 5, 2023

This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs. The challenge with this? The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 94

Investors Financial Services Insurance Investment 94

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash). There’s usually a long list of previous VC investors as well. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance S&P 52

Focus Investment Banking

JANUARY 3, 2024

FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. The Smokey Bones deal, for example, adds 61 restaurants to FAT Brands’ portfolio, and the company has several initiatives underway that complement FAT’s strategy, including expanding off-premise channels.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

Devensoft

JUNE 14, 2023

There are numerous factors to consider when evaluating a target company, such as financial performance, market share, and intellectual property. ESG factors can impact the valuation of a target company. Consider ESG in the valuation process: Investors and acquirers should consider ESG factors when valuing a target company.

M&A 52

M&A Investment Valuation Mergers and Acquisitions 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa]. MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Focus Investment Banking

MAY 10, 2024

Large corporates have pursued acquisitions to increase their market share, grow their customer base, and/or expand their footprint. In its recent earnings release, Sysco shared its plans to pursue M&A and indicated that it has a “strong pipeline of tuck-in acquisitions focused on broadline, specialty, and cuisine-type opportunities.”

Food 52

Food M&A Private Equity Valuation 52

Solganick & Co.

AUGUST 21, 2024

Maintained its market leadership with a 32% share of the global cloud market in Q2 2024. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. billion in revenue during Q2 2024, representing a 19% year-over-year increase.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. Devin shares his journey into the mergers and acquisitions space and provides valuable insights into the process of acquiring and selling businesses.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The other variable that goes into valuation is the multiple these buyers will use. An experienced advisor will walk through these methodologies and factors to provide guidance on valuation.

Private Equity 52

Private Equity Valuation Food Equities 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Banking Bank Investment 59

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Conduct thorough research to identify businesses that align with your strategy and culture.

Finance 59

Finance Finance Acquisitions Business 59

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago.

M&A 52

M&A Insurance Valuation Equities 52

Sun Acquisitions

MARCH 27, 2024

In today’s business landscape, mergers and acquisitions (M&A) are not just about profit and market share. Valuation: Investors often view companies with strong ESG practices more favorably and may command a premium valuation. The purchase allowed Danone to expand its portfolio of environmentally responsible products.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

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. Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business.

Business 96

Business Sale Negotiation Broker 96

Lake Country Advisors

JANUARY 3, 2025

These attributes contribute to strong valuations, driving increased interest in technology M&A opportunities. Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership. Opportunities to enhance service portfolios.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

Sun Acquisitions

JANUARY 26, 2024

Acquiring a paving business that fills gaps in a company’s portfolio can rapidly extend its service offerings. Moreover, such strategic acquisitions enable sharing of best practices, leading to enhanced operational efficiencies and reduced costs, further strengthening market position.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

Solganick & Co.

SEPTEMBER 2, 2024

April 2024: IBM announced it had acquired HashiCorp , developer of the Terraform “infrastructure-as-code” platform, in a $35-per-share cash deal valued at $6.4 The company’s portfolio enables seamless, automated end-to-end processes connecting property managers and owners across the residential and commercial real estate sectors.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

Software Equity Group

AUGUST 24, 2023

Recapitalization can be accomplished in several ways — for example, by issuing new shares, buying back existing shares, changing the terms of existing debt, or selling a portion of the business, the last of which will be our primary focus.

Debt 52

Debt Equities M&A Investors 52

Francine Way

JULY 8, 2017

Lack of financial / strategic progress: Shareholders’ frustration with the lack of growth of a company’s stock price / dividends / earnings per share / other financial metrics may drive exits. Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.

M&A 130

M&A Acquisitions Sale Investment 130

Solganick & Co.

DECEMBER 2, 2024

You can download the full report here: Solganick – AWS Consulting Partner Mergers Summary – YTD Dec 2024 AWS continues to dominate the cloud market in 2024, showing strong financial performance and maintaining its 32% share of the global cloud market in Q3. The business unit generated $27.5

M&A 40

M&A Consulting Mergers Investment Banking 40

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

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

How2Exit

MARCH 19, 2023

This money is chasing stocks, pushing bond yields down, buying up Bitcoin, and pushing up real estate valuations. As a result, family offices are allocating a record high percentage of their portfolios in direct operating businesses. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

Sun Acquisitions

FEBRUARY 26, 2024

This approach can quickly extend service offerings and position the merged entity as a comprehensive provider capable of catering to a more extensive customer base.Strategic acquisitions enable sharing best practices, leading to improved operational efficiencies and cost reductions.

M&A 52

M&A Mergers and Acquisitions Mergers Acquisitions 52

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

iMerge Advisors

APRIL 14, 2025

Yet, many founders and CEOs underestimate just how central IP clarity is to valuation, buyer confidence, and deal execution. Inadequate IP Protection Strategy While not every software company needs a patent portfolio, a lack of trademarks, trade secret protocols, or copyright registrations can raise red flags.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

Mergers and Inquisitions

AUGUST 16, 2023

On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China. Government Relationships: Expect to deal with local CCP officials on everything from land leasing agreements to tax credits.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Growth Business

AUGUST 3, 2023

Angels may benefit from tax breaks of the EIS and SEIS schemes, but this also means that they can’t take more than a 30 per cent share of your business. It really depends on the company valuation and how much company equity you want to give away. It’s not an exact science, so it’s best to seek out guidance on your valuation.

Funds 52

Funds Investors Investment Business 52