Remove Accountant Remove Book-building Remove Capital
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M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form. PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. How you build systems.

M&A 130
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How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books.

Business 130
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction). Why It Matters: Healthy working capital keeps the business running smoothly day-to-day.

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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. consolidation accounting , lease accounting , etc.). public markets roles ( hedge funds , asset management , etc.),

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How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

Having any one client account for too much of your revenue creates risk for buyers. The right advisor knows how to position your company optimally, how to build a market of buyers and when to push during negotiations. Lets look at some of the factors that influence valuation. Always aim for a diversified client base.

Business 105
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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

Industrials: Infrastructure includes railroad, toll road, seaport, and airport companies within industrials, but not airlines, capital goods, or aerospace/defense companies. Since they are deemed essential services, governments regulate them strictly by setting an allowed or authorized Return on Equity and capital structure.

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Driving Growth Through Financial Insights with Bill Park

Focus Investment Banking

So I continued to build my craft and then graduated, couldn’t get a job, went to apply for a, a job at a dealership Body Shop. And then he would start teaching me about financial stuff and accounting and took me under his wing and really kind of educated me. I didn’t even get an interview. And I said, certainly.

M&A 52