Focus Investment Banking

JUNE 17, 2025

Exclusivity Extensions with Accountability Pegs Exclusivity periods, where sellers agree not to shop the deal elsewhere, are increasingly structured. Some agreements restrict sellers in participating in any capacity in an entire industry, while others simply restrict competing within an agreed radius from the existing business.

Negotiation

Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment

Focus Investment Banking

JULY 8, 2025

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. We present adjusted revenue and profitability at that provider’s full potential when appropriate). Our healthcare services clients (e.g.,

Healthcare

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction.

Business

CNBC: Investing

JULY 16, 2025

Noting a rise in investment banking activity over the course of the quarter, the bank also hiked its forecast for full-year net interest income – a measure of profitability – to approximately $95.5 Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

S&P

Mergers and Inquisitions

JANUARY 8, 2025

Ive covered some of my business/career learnings in the past , but I havent written much about investing outside of these annual updates. If your country has no high-paying jobs or makes it difficult to start a business, leave! If youre reading this right now, youre probably much younger than me. Youll get bored in about a week.

Investment

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. Within a company, there are also roles such as corporate development and business development, but these also focus on external entities.

Corporate Finance

Software Equity Group

JULY 9, 2025

But behind this wave of inbound interest lies a more complex reality: unsolicited offers are rarely based on a complete understanding of your business. The pressure to identify and acquire quality businesses has driven these firms to build detailed market maps, study vertical SaaS subsegments, and reach out directly to founders.

Private Equity

CNBC: Investing

JULY 10, 2025

"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026. He called the company a high-quality compounding business with multiple growth drivers. All Rights Reserved.

Stock

Global Newswire by Notified: M&A

AUGUST 1, 2025

Advisor success is woven into every aspect of the Commonwealth business, and we’re proud to welcome an incredible community of Advisors and the talented team at Commonwealth,” said Rich Steinmeier, LPL Financial chief executive officer. For further information about LPL, please visit www.lpl.com.

Acquisitions

Focus Investment Banking

JUNE 9, 2025

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms. Finally, professional services firms have invested in technology to make both client service delivery and firm operations more consistent and efficient.

Professional Services

CNBC: Investing

JULY 28, 2025

To put that in perspective, 2024 was the company's first profitable fiscal year, reporting $0.79 Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. How to trade it Published Mon, Jul 28 2025 10:24 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE DoorDash Inc.

Trading

JD Supra: Mergers

AUGUST 1, 2025

Updated guidance – filing accounts with Companies House In the future all accounts must be filed at Companies House using commercial software. The Panel has also published two new Practice Statements on (i) profit forecasts, quantified financial benefits statements and investment research and (ii) unlisted share alternatives.

Corporation

Mergers and Inquisitions

APRIL 16, 2025

This is a follow-up to my 2024 Election article , where I predicted that the Trump administration would be much less business friendly than hyperventilating influencers had forecast. A competent administration would state its main goals, propose clear rules, and enact a transition period to give businesses time to adjust.

Valuation

Financial Times - Banking

JULY 23, 2025

© THE FINANCIAL TIMES LTD 2025.

Food

Financial Times - Banking

JULY 23, 2025

© THE FINANCIAL TIMES LTD 2025.

Underwriting

Focus Investment Banking

JULY 30, 2025

Value of Preparation: The 3 Things Every Shop Owner Should Know Before a Buyer Ever Calls If you own a CNC or precision machining business, you may already be fielding inbound interest from buyers or investors. To de-risk your business in the eyes of a buyer: Diversify your customer base or show a clear plan to do so. Normalize EBITDA.

Manufacturing

Razorpay

JULY 27, 2025

As Indian businesses expand globally, the complexity of managing international payments and currency conversions has become a significant challenge. Enter the multi-currency account—a modern solution that’s transforming how businesses operating across borders handle their finances. What is a Multi-Currency Account?

Accountant

CNBC: Investing

JULY 14, 2025

If you're not already in the stock, I'd wait for the report to come out and focus on a buying opportunity into any profit-taking. One of the most important metrics IBKR is judged on each quarter is account growth — how many new brokerage clients are they adding to the platform. Skip Navigation Markets Pre-Markets U.S.

Stock

Chesapeake Corporate Advisors

JUNE 23, 2025

To succeed in a competitive market in volatile times, your business needs to make data-driven decisions, optimize performance, and create long-term value. These five, interrelated components of a comprehensive FP&A program work together seamlessly to help you scale your business and gain a competitive edge.

Financial Modeling

Financial Times - Banking

JULY 23, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. © THE FINANCIAL TIMES LTD 2025.

Profitability

Growth Business

JULY 4, 2025

By James Richardson on Growth Business - Your gateway to entrepreneurial success Every UK-registered company has to deal with corporation tax which makes it a frequently searched topic, especially for start-ups. Corporation tax must be paid by all private limited companies that generate taxable profits. What is corporation tax?

Corporation

Software Equity Group

JUNE 25, 2025

We break down due diligence for SaaS companies into six areas of focus: Business Diligence Accounting Diligence Tax Diligence SaaS Diligence Tech Diligence Legal Diligence In this checklist, we’ll dive into each area and its importance. Consider these 11 areas of accounting due diligence.

M&A

CNBC: Investing

JULY 1, 2025

"During the crypto event hosted in France today (6/30), Chairman and CEO Vlad Tenev and management team (including Senior VP and General Manager of Crypto Johann Kerbrat) introduced a new suite of products that marks a major step forward for crypto trading and crypto-related businesses at Robinhood." All Rights Reserved.

S&P

Razorpay

JULY 22, 2025

Whether you’re a seasoned exporter or just starting your international business journey, understanding the Bank Realisation Certificate (BRC) is crucial for smooth operations and maximum profitability. Understanding how this system works is essential for maximizing your export business potential. What Does It Contain?

Bank

Lake Country Advisors

JULY 31, 2025

When you hear the phrase exit planning, it probably doesn’t spark immediate excitement, especially if you’re still in the thick of running your business day to day. However, if you’ve ever considered retiring, passing your company down, or selling your business one day, having an exit plan isn’t just helpful; it’s essential.

Business

Global Newswire by Notified: M&A

JUNE 27, 2025

With a 24-year legacy of delivering high-value financial advisory solutions, GlassRatner has built a reputation for excellence in Restructuring, Turnaround Management & Bankruptcy Consulting; Forensic Accounting & Litigation Support; and Transaction Support Services—such as Due Diligence and Quality of Earnings Reviews. billion fund.

Advisory

CNBC: Investing

JUNE 26, 2025

We were surprised to find out it was the iShares Core MSCI Emerging Markets ETF , more commonly known as IEMG (Disclosure: we own this for client accounts at Ritholtz Wealth Management): Up until recently, the emerging markets equity asset class has been fast asleep, but now, as you can see, it's waking up. MELI currently earns a 46.7%

Stock

CNBC: Investing

JULY 21, 2025

"AI is making data estates more complex & AVPT's unified suite of data solutions enables businesses' mission-critical operations in light of the AI tidal wave." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Stock

Focus Investment Banking

JULY 7, 2025

By adjusting labor rates and responding rapidly to cost increases, he has helped transform underperforming stores into profitable ones. His four-pillar hiring approach — focused on attitude, enthusiasm, work ethic and moral compass — fosters loyalty, high standards and accountability. Previously published on the The Tire Business.

Private Equity

CNBC: Investing

JULY 14, 2025

The company is close to fully scaling its fleet of robotaxis, which will also help Pony AI improve its profitability, Lee said. "Management stated that China is the largest ride-hailing market, accounting for 40% of global transaction value, followed by U.S. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Stock

Mergers and Inquisitions

MAY 14, 2025

Yes, electric charging stations are infrastructure, but EV companies main business is manufacturing and selling cars, and cars are consumer discretionary items. However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower.

Investment Banking

Focus Investment Banking

JUNE 24, 2025

And I share this story often is that having been in the business or the industry for 20 plus years, I thought I knew how to do this. If you, if you just silo yourself and your business and you don’t step outside of it, let’s just say today you’re up to speed. And so moreover, you know, that is being proven out.

M&A

Sun Acquisitions

JUNE 9, 2025

Building a great sign manufacturing business requires years of dedication and savvy decision-making. Yet creating a consistently profitable business is only step one. However, if you come prepared, you can help ensure that you exit the business on your preferred terms, and that you receive every bit of the payout you deserve.

Manufacturing

Razorpay

JUNE 25, 2025

100 is already in your account. This is the hidden beauty of gift cards: they bring in upfront revenue, drive new customer acquisition, and quietly add to your profits in ways many brands don’t fully realise. Moreover, customers tend to redeem 20-30% higher than the gift card amount – giving the brand an additional profit.

Profitability

Razorpay

JULY 23, 2025

The world of international trade is becoming increasingly complex, with Indian businesses facing numerous regulatory requirements when expanding globally. Understanding what an AD Code is and how to obtain one is essential for any business looking to succeed in global markets. What is an AD Code (Authorized Dealer Code)?

Bank

Focus Investment Banking

JULY 25, 2025

Driving Growth Through Financial Insights with Bill Park On this week’s episode, Cole Strandberg chats with Bill Park , former shop owner and founder of Crunchit , a company dedicated to helping collision repair businesses gain the financial insights they need to succeed. I didn’t even get an interview. Early on, for sure.

M&A