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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

If your goal is full retirement by 2030, plan to sell by 2028 or 2029. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. To me, thats an extraordinary return on a modest investment of time. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale.

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Analysts are getting more bullish on these names with strong earnings growth

CNBC: Investing

Mcf by 2028, enabling durable FCF generation and participation in upside gas volatility. Last week, Barclays analyst Betty Jiang initiated coverage of EQT at an overweight rating. " Reintegration with [Equitrans Midstream] helps drive all-in free [cash flow] breakeven to sub-$2.00/Mcf

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Collision Engineering Program Takes Unique Approach to Training, Placing New Techs

Focus Investment Banking

Mahoney said there is a massive shortage of collision technicians globally, citing research by the TechForce Foundation that showed 110,000 new technicians will be needed by 2028. Kindle invested in the resulting business plan to test the model for two years. We need to invest in people together. Nobody can do this on their own.

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Investing in Spatial Computing:

Beyond M&A

Spatial Computing: Transforming Investments with Immersive Technology The fusion of digital and physical worlds is no longer the stuff of science fiction. By 2028, 20% of people are expected to engage with immersive, location-based content weeklyan exponential leap from todays less than 1%. What is Spatial Computing?

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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

With a diversified portfolio, a focus on premium segments and notable investment from Berkshire Hathaway, STZ may be poised for a rebound. Reports highlight a global shift toward moderation, with no- and low-alcohol (no/low) beverages projected to grow at a +7% CAGR from 2024 to 2028.

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Melius upgrades this AI play, says shares can surge more than 35%

CNBC: Investing

Reitzes said the surge has been driven by investors starting to price in bigger numbers tied to graphics processing units for 2026 to 2028. Investment interest from hyperscalers and sovereigns also bodes well, Reitzes said.

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China’s personal delivery market is on the rise. Only some are already making money

CNBC: Investing

The on-demand delivery market is expected to grow by an average of 13% a year through 2028, a slowdown from 20% annual growth from 2019 to 2023, Xu said in the report. The segment's revenue rose by 22% from a year ago, while its net profit more than doubled to 132 million yuan.