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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Consistently book expenses to the appropriate line item.

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

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. Sloppy books erode it instantly.

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

Mergers and Inquisitions

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

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How activist Elliott could use its data center know-how to amplify returns at Equinix

CNBC: Investing

Amanda Andrade-Rhoades | The Washington Post | Getty Images Company: Equinix Inc (EQIX) Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and interconnection services to networks, cloud providers, enterprises and hyperscalers.

IT
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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. Buyers are invested in a smooth transition, which is often vital for maintaining the businesss value and reputation. The right advisor knows how to position your company optimally, how to build a market of buyers and when to push during negotiations.

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How Mike Lampert Grew New England Truck Center Through Acquisitions

Focus Investment Banking

Mike Lampert: Right now our main focus, I mean we do towing heavy truck repair, we build and sell tow trucks. Chandler Kohn: Are you keeping the same logos on the building or are you rebranding? Even if they have like we go and get them a a good offer, they’re really concerned to make sure that sign stays on the building.

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Trouble in the Solar System: CFIUS Blocks Jupiter Acquisition Five Years After the Fact

JD Supra: Mergers

Build a Morning News Digest: Easy, Custom Content, Free! [Hot Topic] Artificial Intelligence [Hot Topic] Employer Liability Issues Latest IMMIGRATION News & Updates Stay Informed: Popular Reads on JD Supra Meet JD Supras Top Authors! Limited, a Hong Kong company majority-owned by China’s Suirui Group Co.