article thumbnail

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. While some fear the loss of autonomy, Whitman argues that external governance often pushes firms to perform better. “You push harder with accountability.”

M&A
article thumbnail

The rebundling conundrum

The TRADE

Most firms looked to get this research from their internal sources, or research payment accounts (RPA). Speaking at the time, Jeremy Hunt, then Chancellor of the Exchequer, said: “The government welcomes Rachel Kent’s excellent Investment Research Review (IRR) published today and has accepted all recommendations made to it. “We

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

How2Exit

Richmond’s strategy is to shift the conversation from an unrealistic sales price to the actual post-sale cash in the seller’s bank account. Many business owners have inflated expectations about the worth of their business, failing to account for taxes, goodwill miscalculations, and valuation mismatches.

article thumbnail

Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Contributions: Yes, contribute to your investment accounts regularly out of your paychecks or profits, but build a 1-year cash reserve first (you could shorten this if its unrealistically high). everything but gold and government bonds) in January or February of 2020.

article thumbnail

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

iMerge Advisors

Whether you're preparing for a strategic exit or simply fielding inbound interest, acquirers will scrutinize your data governance posture with the same rigor they apply to financials or IP ownership. Heres a practical roadmap: Conduct a Data Compliance Audit Identify gaps in your privacy, security, and governance practices.

article thumbnail

The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First

Focus Investment Banking

So one of those, as you had mentioned, retention and attraction of talent, another one is they actually are mandated to, depending on their size, if they have over 50 employees, they, they’re mandated by the federal government, the ACA guidelines that they have to offer qualified medical plan at a certain price point.

article thumbnail

Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

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. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.