How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Private Equity 130

Private Equity M&A Equities Book-building 130

JD Supra: Mergers

AUGUST 21, 2024

An estimated 75% of private equity transactions and 64% of larger strategic acquirers use it. Woodruff Sawyer’s R&W team presents this comprehensive look at this facet of coverage. RWI is a well-established tool in the merger and acquisition (M&A) toolbox for both private equity and strategic buyers.

Insurance 171

Insurance Private Equity Mergers and Acquisitions Equities 171

Growth Business

MAY 13, 2024

Drawing from decades of experience and my own trials and triumphs in the business world, I’ve outlined seven key strategies to help you prepare, execute, and ultimately succeed in selling your business to private equity. Remember, private equity firms invest in potential.

Private Equity 98

Private Equity Equities Business Negotiation 98

JD Supra: Mergers

SEPTEMBER 20, 2023

The food industry is generally considered recession-resistant and less susceptible to economic downturns than other sectors, making it an attractive investment for private equity firms seeking stable returns. By: Goodwin

Food 159

Food Private Equity Business Economics 159

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation.

Private Equity 165

Private Equity Portfolio Finance Finance 165

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

OfficeHours

MAY 31, 2023

While video interviews made it easier to appear presentable and personable, showcasing only our shoulders and up, the shift back to face-to-face interactions introduces new challenges. Nervousness, sweatiness, and overall appearance now come into play, making it crucial to present yourself with confidence and positivity.

Finance 130

Finance Finance Private Equity Investment Banking 130

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Mergers and Inquisitions

JULY 3, 2024

When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. ref: London private equity recruiting ), and smaller funds are mostly off-cycle. But those covering the industry for 20+ years were not surprised.

Recruitment 59

Recruitment Private Equity Equities Funds 59

How2Exit

NOVEMBER 25, 2024

This episode is a goldmine for anyone interested in understanding the intricate strategies that private equity employs to rapidly grow companies through acquisitions. Key Takeaways: Roll-ups serve as a potent strategy for rapid company growth, often offering a de-risked investment decision that private equity firms leverage.

Business 130

Business Mergers and Acquisitions Finance Finance 130

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 Reference: [link] [link] DOWNLOAD ARTICLE HERE.

Private Equity 52

Private Equity M&A Equities Middle Market 52

OfficeHours

JUNE 5, 2023

The paper LBO is one of the most commonly used and intimidating interview techniques for private equity. Many candidates dread the paper LBO, but simply put, it is one of the most definitive “weeder” techniques used by many private equity firms and investment banking to lower the applicant pool.

Private Equity 147

Private Equity Valuation Equities Debt 147

OfficeHours

FEBRUARY 9, 2024

Having spent time in technology growth equity and VC in college, I realized quickly that my passions and career goals didn’t align with RX or the exit opps from MM banking to MM private equity. You’ve got your dream private equity! But that is just the first step of the private equity journey.

Private Equity 173

Private Equity Recruitment Banking Bank 173

Devensoft

AUGUST 21, 2023

In the fast-paced world of mergers and acquisitions (M&A), two titans of finance go head-to-head: venture capitalists and private equity firms. On the other side of the ring, private equity firms are focused on acquiring established businesses, restructuring them, and driving operational efficiencies to maximize returns.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

How2Exit

MAY 30, 2023

This includes analyzing the income statement, balance sheet, and cash flow statement to identify any discrepancies or inaccuracies that may be present. We are seeing an increasing amount of private equity entering the veterinary space, both at the clinic level and the pet product level. making it highly competitive to get into.

Private Equity 130

Private Equity Business Equities Investment 130

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. For private equity (PE) groups, these rates determine the cost of capital, which is essential for their investment strategies.

Private Equity 52

Private Equity Valuation Equities Business 52

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. trillion in growth and buyout private equity dry powder , these investors stand ready to bridge the gap.

Middle Market 52

Middle Market Private Equity Equities Investment 52

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. And they can't touch these deals.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This entails meticulously reviewing a multitude of deals presented by investment bankers. 2) Deal Structuring: Substantial time is dedicated to sculpting the perfect deal structure.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Focus Investment Banking

NOVEMBER 27, 2023

At this year’s West Coast M&A/Private Equity Forum, which took place on September 28th in East Palo Alto, those differences were on full display. The information that is manipulated by those engines, and therefore the output that is presented to humans, might not be current. Contact Bill at William.Snow@focusbankers.com.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

How2Exit

JUNE 13, 2023

He has worked in private equity, corporate strategy, and has been the CEO of multiple businesses. Nick shares his expertise and insights on buying and selling businesses, drawing from his extensive experience in private equity and his own entrepreneurial journey.

Business 130

Business Private Equity Acquisitions Equities 130

Sun Acquisitions

DECEMBER 16, 2024

Rise of Sustainability-focused Private Equity: Private equity firms increasingly seek to invest in companies with strong sustainability credentials. This strategic collaboration presents a win-win scenario for businesses, the environment, and society.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

OfficeHours

AUGUST 7, 2023

When we refer to a case study here, I am referring to a situation in which you are given a CIM of a sample company and asked to create an LBO model as well as formulate thoughts on this company as a potential investment opportunity given what is presented in the CIM.

Investment 130

Investment Business Underwriting IT 130

TM Capital

JANUARY 9, 2025

April 29-30, 2025 | Georgia Aquarium | Atlanta, GA The Owners Summit offers privately-held businesses the opportunity to meet with investor groups in an exclusive, one-on-one setting. These investor groups include private equity firms, family offices, growth equity firms, and sovereign wealth funds investing across all industries.

Private Equity 52

Private Equity Investors Equities Capital 52

InvestmentBank.com

OCTOBER 24, 2019

For the better part of the last decade, physician practices have seen a wave of consolidation by hospitals and private equity with 2018 being no exception [1]. In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report.

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Beyond M&A

SEPTEMBER 21, 2023

So continually moving forward with no regard for the present-day risks is a major, you got it, red flag. Critical Questions to Ask during Private Equity Technology Due Diligence 7 potential security risks during a PMI project The post Why aren’t you running a Risk Register?

Government 147

Government Risk Management Investors Risk Assessment 147

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. But I want to be fair, so I will present their positives and negatives here.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

How2Exit

JULY 22, 2024

The conversation also explores emerging trends in the mergers and acquisitions space, such as the increasing interest of private equity firms in smaller deals and alternative financing options that avoid personal guarantees. Notable Quotes: "Deal flow affects everyone. “The data is gold,” Young emphasized.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Private Equity 130

How2Exit

NOVEMBER 11, 2023

rn The three types of buyers are individuals, private equity firms, and trade buyers. He later pursued an MBA and worked in private equity before transitioning to become an entrepreneur and investor. Carl identifies three types of buyers: individuals or small teams, private equity firms, and trade buyers.

Business 130

Business Investors Mergers and Acquisitions Shares 130

Successful Acquisitions

JUNE 27, 2023

Some have gotten capital from other sources like private equity, family offices, unsecured lending sources, or even friends and family. The decision of whether or not to take their company public or remain in private hands is one of the most important a CEO may ever have to face.

IPO 111

IPO Initial Public Offering Public Trading Private Equity 111

The Harvard Law School Forum

MAY 3, 2023

This multidimensional and turbulent landscape not only presents threats and opportunities which companies must navigate, but also adds complexity to dealmaking itself, which often is more art than science.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

How2Exit

OCTOBER 14, 2024

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Expect thorough negotiations even if it's a smaller deal, especially with a private equity buyer."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business.

Private Equity 52

Private Equity Funds Equities Debt 52

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. I think it should excite you. To kick off the series, our guest today is Me and Only Me. With that comes some exciting things.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Beyond M&A

MARCH 3, 2023

Sage advice, as I have come to learn how Private Equity investors operate. I think it comes down to how you package and present the service, as some firms are partnering well together, and the more prominent big-4 players provide many DD workstreams under the same brand.

Private Equity 130

Private Equity Investors IT M&A 130

How2Exit

MARCH 24, 2024

b' E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon - Watch Here rn rn About the Guest(s): rn Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

FEBRUARY 25, 2024

With a background in bond hedge funds and management consulting, Austin transitioned into private equity before launching Steel River with his business partner, Eric Factor. Together, they aim to carry on the legacy of foundational American industries with a long-term growth strategy. rn "The long-term horizon.

Acquisitions 130

Acquisitions Equities Private Equity Business 130