Sun Acquisitions

JANUARY 8, 2025

This is music to the ears of strategic acquirers and private equity firms. Having any one client account for too much of your revenue creates risk for buyers. Private equity buyers who are after targets with stable cash flows and growth potential. IT andMSPbusinesses are squarely in acquirers crosshairs for several reasons.

Business 105

Business IT Sale Valuation 105

CNBC: Investing

JULY 14, 2025

BlackRock (BLK) , Interactive Brokers (IBKR) and Netflix (NFLX) are all strong stocks at interesting inflection points. BlackRock's "all in" initiatives around crypto and private equity products are a big part of the story. Interactive Brokers Group (IBKR) - reports Thursday Sean — Wall Street expects revenue of $1.38

Stock 124

Stock Trading S&P Investment 124

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 59

Manufacturing Business Valuation Sale 59

How2Exit

OCTOBER 23, 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. rn rn Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

Private Equity 148

Private Equity Equities Debt Investment 148

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 52

Broker Insurance Private Equity Book-building 52

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate then went on to meet the founders of Website Closers, and was able to use his influence to become a business broker. Nate Lind is a prime example of how to monetize your influence.

Broker 130

Broker Business Sale Profitability 130

How2Exit

MAY 16, 2023

Concept 3: Retain Equity For Semi-Retirement Retaining equity for semi-retirement is a great way for entrepreneurs to transition out of their business while still maintaining some level of involvement and ownership. Retaining equity can also be beneficial for the buyer.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

OfficeHours

AUGUST 23, 2023

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship.

Equities 130

Equities Recruitment Investment Banking S&P 130

OfficeHours

OCTOBER 11, 2023

For the past months, OfficeHours has had some amazing speakers, including private equity pros, HBS MBA grads, and successful founders. We cover topics like private equity, investment banking, switching careers, and how to grow in your job. You can now listen to their talks on our Spotify channel, “ Overheard on OfficeHours.

Investment Banking 130

Investment Banking Banking Bank Investment 130

The TRADE

NOVEMBER 3, 2023

Next up in our introduction to the distinguished nominees for the Leaders in Trading 2023 Editors’ Choice Awards, we bring you the shortlist the Best Broker Electronic Trading Initiative. The broker offers a platform with algorithmic access spanning 45 countries and over 100 liquidity destinations globally.

Electronics 52

Electronics Broker Trading IT 52

The TRADE

APRIL 17, 2024

And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow. Robeco formerly had a central multi-asset trading desk across equities, foreign exchange and fixed income, headed up by Robbert Wijgerse.

Trading 59

Trading Equities Asset Management Portfolio Management 59

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 52

M&A Broker Insurance Mergers and Acquisitions 52

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 52

M&A Broker Insurance Mergers and Acquisitions 52

The TRADE

AUGUST 21, 2023

The four separate rulemakings put forward by the US Securities and Exchange Commission (SEC) in December last year represent the most significant attempt to revamp market structure for US equities in recent memory. While evolution of equities market structure in the US is long overdue, what form it should come in is up for debate.

Equities 52

Equities Retail Trading Broker 52

The TRADE

AUGUST 1, 2023

The players that now dominate in the EMEA equities space are typically larger and have roots that stretch across the Atlantic due to tricky market conditions that have made economies of scale and the ability to internalise risk increasingly essential. “If Goldman Sachs’ equities revenues globally had fallen from $3.24

Equities 52

Equities Trading Electronics Sale 52

How2Exit

APRIL 4, 2023

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

Business 130

Business Management Negotiation Sale 130

How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking.

Business 130

Business Book-building Equities Acquisitions 130

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 130

M&A Acquisitions Consulting Capital 130

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Griffin left Kepler in May after over eight years with the broker dealer. Jefferies appointed Peter Johansson as an equity sales trader.

Banking 64

Banking Bank Sale Broker 64

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 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 30, 2023

Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Broker Insurance Private Equity 52

How2Exit

FEBRUARY 27, 2023

The company was founded by Peter Lerman, who stumbled into an opportunity to work part-time for a private equity firm while he was in graduate school. Additionally, Axial.com helps sellers find advisors and brokers to assist with the sale process. This can help you to make an informed decision about who to work with.

Business 130

Business Sale Broker Discounted Cash Flow 130

How2Exit

SEPTEMBER 26, 2023

rn Key Takeaways: rn rn Off-market deals offer faster sales and avoid the lengthy process of working with brokers. rn rn Quotes: rn rn "Off-market deals often offer a faster sell and avoid the lengthy process of working with brokers." Off-market deals refer to opportunities that are not listed by brokers or on public websites.

Negotiation 100

Negotiation Broker Business Private Equity 100

Francine Way

JULY 20, 2017

It bases the enterprise value calculation on the balance sheet equity and deduct any intangible assets (goodwill, customer lists, etc.). In addition, liquidation of this kind typically requires a broker with associated costs. Equity value is determined by deducting par-value liabilities from reduced-value assets.

Valuation 130

Valuation M&A Business DCF 130

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 59

Trading Capital Broker Portfolio Management 59

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 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

OCTOBER 2, 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. rn Businesses can increase their value by working with professionals who can help them reach higher revenue thresholds and attract private equity firms.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

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. Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions.

M&A 59

M&A Finance Finance Business 59

The TRADE

SEPTEMBER 11, 2023

Bradley will be responsible for building out Tourmaline’s equity derivatives franchise across Europe, while Williams will be responsible for covering clients on global cash equities execution, building on his two decades of experience in the area. Prior to that, Paris-based Benizri worked for UBS, in a structured products sales role.

Sale 64

Sale Management Trading Equities 64

How2Exit

JUNE 16, 2024

Financial Security and Wealth Accumulation Locking in Costs and Building Equity One of the most compelling arguments for owning commercial real estate is the financial stability it provides. making a deposit into the equity bank. The equity accumulated through property ownership can be leveraged further. Every month, you're.

Business 130

Business Book-building Finance Finance 130

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 52

Debt Insurance M&A Broker 52

Sica Fletcher

JUNE 2, 2020

First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA. Furthermore, as we have reported in previous blogs, these agencies already had their equity and debt capital lined up before the full force of the pandemic hit. There are two principal reasons.

Insurance 52

Insurance Broker Private Equity M&A 52

The TRADE

JULY 18, 2024

GIX submitted its Form 1 application on 9 May 2023, outlining plans to operate a fully automated electronic trading platform for the trading of listed equities – no physical trading floor is planned. Contrary to popular belief, an exchange is not just about ‘buy, buy, sell, sell,’ which is the domain of brokers.

Trading 64

Trading Securities Accountant Capital Market 64

The TRADE

JANUARY 24, 2024

“On our systematic side, we have adaptive algorithms that are identified in our EMS and routed to multiple venues to achieve the optimal outcome,” notes Samuel Henderson, EMEA equities head trader at Invesco. The client’s desired customisation might also achieve different outcomes across brokers.

Trading 128

Trading Electronics Broker Portfolio Management 128

The TRADE

OCTOBER 23, 2023

The block offering anonymously brings together the block flow of both the buy- and the sell-side while also strengthening existing client-broker relations. For all their trades via BIDS, the buy-side face and pay commissions to a designated broker of their own choosing. million in EMEA and $1 million in Asia Pacific.

Trading 59

Trading Broker Equities Shares 59

The TRADE

AUGUST 9, 2024

It’s extremely important that the trading desks are also in tune with the analytics to ensure efficient onwards processes like liaising with brokers on their trading performance. Drilling deeper into brokers’ venue choices has also become imperative to analyse on the buy-side. Can the use of TCA in fixed income mirror equities?

Investors 52

Investors Trading Broker Equities 52