Sun Acquisitions

JUNE 9, 2025

Here’s an example: On one hand, a buyer may assign a lower value to depreciated equipment when using a conventional accounting metric. Savvy buyers know this and will exploit it, hoping unprepared buyers will be swayed by valuations that are wedded more to accounting conventions rather than operational reality.

Manufacturing

Razorpay

JUNE 24, 2025

Inventory Risk Without Payment Lock-In If an investor placed an order and didn’t follow through on payment, GoldenPi still had to purchase that bond upfront—putting capital at risk. As SEBI reduced ticket sizes to ₹10K, GoldenPi had to enable instant, intent-backed payments or risk massive drop-offs.

Debt

How2Exit

MARCH 15, 2023

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

Broker

Bronte Capital

NOVEMBER 12, 2022

A long time ago I wrote a blog post about rehypothecation with brokers. In some sense crypto provides fast-track learning as to why we have banking and broker regulation in the first place. The US had huge problems with broker-dealers in the 1930s. It is - unsurprisingly - relevant again.

Broker

How2Exit

OCTOBER 30, 2023

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Capital

How2Exit

SEPTEMBER 25, 2023

b' rn Navigating the Process of Buying and Selling Businesses Watch here: rn rn rn rn rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

Business

Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

Broker

The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Having Capital Group, a top five financial investment management firm, join this endeavor is incredibly exciting,” said Stephen Roche, president and co-founder at Saphyre.

Capital

How2Exit

MAY 16, 2023

Additionally, businesses can use the extra employees to focus on the core operations of the business, such as accounting and marketing. It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell. Finally, it is important to interview brokers before hiring them.

M&A

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth. It services the likes of Invesco.

Trading

OfficeHours

JUNE 6, 2023

Venture capital focuses on early-stage companies with high growth potential. VC investors provide capital to startups and small businesses in exchange for equity ownership. These investments are typically made in companies that are seeking capital to fund expansion, acquisitions, or other strategic initiatives.

Private Equity

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Acquisitions

How2Exit

DECEMBER 18, 2023

b' E169: Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. I would reach out to business brokers, investment bankers.

Mergers and Acquisitions

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Profitability: What is the targeted return on invested capital (ROIC), return on assets (ROA), or return on equity (ROE) - along with the payback period.

M&A

OfficeHours

OCTOBER 11, 2023

OfficeHours is an online platform that provides 1-on-1 coaching, training, and advice to help you land a job in competitive finance careers including investment banking, private equity, growth equity, venture capital, and hedge funds. Yes, I’m interested! The post 10-11-2023 Newsletter: How to win in Investment Banking?

Investment Banking

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A

The TRADE

MARCH 12, 2024

Deutsche Bank has signed up to the onboarding and maintenance platform for custody, broker trading, and buy-side accounts offered by ascending fintech Saphyre. The fintech also has relationships with custody giants BNY Mellon and JP Morgan dating back to 2021 and 2020, respectively.

Bank

Benchmark International

JUNE 17, 2024

The seller, 3:13 Sales Group, LLC, specializes in providing outsourced business-to-business sales and account management solutions to companies in the Consumer-Packaged Goods (CPG) industry. I believe Gladhaven Capital will do just that. I highly recommend Benchmark International to anyone looking to sell their business.

Sale

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance

How2Exit

MARCH 21, 2023

For larger businesses, however, audited accounts are available at Companies House that provide more detailed information. Additionally, management accounts on a month-to-month basis can provide insight into the business’s current performance. Finally, the buyer should consult with a lawyer and an accountant.

Business

The M&A Lawyer

AUGUST 25, 2015

Article 1 of most SPAs provides an alphabetical list of definitions of important (usually capitalized) terms used throughout the agreement. capitalization and ownership. accounts receivable and accounts payable. brokers and finders fees and. capitalization and ownership. brokers and finders fees and.

Stock

Sun Acquisitions

JANUARY 24, 2022

Two must-have professionals are an expert accountant and an experienced attorney. Milestones are designed to hold buyers accountable by putting subtle pressure on the buyer to get their act together especially on the financing side of things. Pitfall #7 Failing to understand working capital needs. The Bottom Line.

M&A

The M&A Lawyer

AUGUST 31, 2015

Article 1 of most APAs provides an alphabetical list of definitions of important (usually capitalized) terms used throughout the agreement. capitalization and ownership. accounts receivable and accounts payable. brokers and finders fees. capitalization and ownership. accounts receivable and accounts payable.

M&A

How2Exit

SEPTEMBER 4, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Richard also discusses the role of brokers and the importance of maintaining a good relationship with sellers throughout the buying process.

Business

How2Exit

JULY 8, 2024

His journey spans from co-founding a venture capital-funded startup to working closely with private equity firms as an independent sponsor. Due Diligence Essentials : Understanding the nuances of customer contracts and securing reps and warrants on accounts receivable are crucial for protecting value in acquisitions.

IT

OfficeHours

AUGUST 23, 2023

3-03-2022 Newsletter: Why Buyside Is All About Growth Rates SO you know you want to pursue Buyside, you’re sick of just being a real estate broker, you want to buy the building Where do you currently stand in On-Cycle 2025 Recruiting? Hour By Hour In Growth Equity Want to learn about OfficeHours? appeared first on OfficeHours.

Equities

Sun Acquisitions

FEBRUARY 14, 2023

The easiest way to accomplish this is to have your M&A advisor or business broker set up an online secure data room to share information. Doing so could save money in the long run while also helping ensure that every detail is accounted for before joining forces with new owners.

Manufacturing

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management

Sun Acquisitions

JANUARY 26, 2024

Capital Gains Tax: When you sell your business, any profit you make from the sale is generally subject to capital gains tax. If you’ve owned the business for over a year, you’ll likely be subject to long-term capital gains tax, often lower than the short-term rate.

Business

The TRADE

JULY 18, 2024

It says something about the integrity of the company and the character of its leadership that they’re willing to do this, create value in the long term, and be held accountable for it.” “If Contrary to popular belief, an exchange is not just about ‘buy, buy, sell, sell,’ which is the domain of brokers. GIX will provide that.”

Trading

Sica Fletcher

APRIL 17, 2020

Many PE-backed Insurance Brokers Secured Sizable Loans Immediately Prior to the Crisis Over the past several years, the demand for high yield debt issued by private equity (PE) backed insurance brokers has been extremely strong. To provide you with some color on what has happened, a little recent history is in order.

Debt

Francine Way

JULY 20, 2017

In addition, liquidation of this kind typically requires a broker with associated costs. The direct lease business is valued based on cash flow, cost of capital, and residual value. Each asset class is revalued based on its sale in a 60-90 day sales process. Examples: equipment leasing companies.

Valuation

Viking Mergers & Acquisitions

APRIL 24, 2023

Human Capital Concentration Human capital concentration means key employees control operations, sales, vendors, or business revenue and lack cross-training. Review the considerations in this article if you have a human capital concentration issue in your business and need help addressing it.

Business

Growth Business

AUGUST 7, 2023

External funds can also be obtained, typically through raising seed capital most often from friends, family or angel investors. How do you know it’s time to raise venture capital? There’s a lot to consider when looking to raise venture capital.

Funds

How2Exit

MAY 20, 2024

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Business

Sun Acquisitions

OCTOBER 21, 2024

With asset-based lending, companies can use their accounts receivable, inventory, or other tangible assets as collateral to secure a loan. It can provide quick access to capital, making it an attractive option for M&A financing. This can benefit businesses with valuable assets that need more access to traditional financing.

M&A