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

How2Exit

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form.

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Mastering M&A KPIs: Goals and Getting Started 

Midaxo

The Need for KPI Management Inorganic growth is a critical driver to business success. As private equity expands its presence, as our global interconnectivity increases, and as M&A related data sources and technologies evolve, the competitive landscape for the same deals is increasing. Data fragmentation. VDR for diligence).

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Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

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Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Assess the company’s management team and employee base. Accurate valuation is essential for successful M&A deals. Precedent Transaction Analysis: Analyzes recent M&A transactions involving similar companies.

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The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app 

Midaxo

Staying connected to your deals, pipeline, and team is a major advantage in M&A’s fast-paced environment. Whether you’re traveling, meeting prospects in the field, or preparing for a last-minute boardroom presentation, Midaxo brings the full functionality of leading M&A software right to your pocket.

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Why Back Office IT Is Becoming a Deal-Time Headache

Beyond M&A

A Shift in the Last 6–12 Months M&A Technology Integrations are changing fast , playbooks are out and thinking on your feet is in. What used to be a relatively straightforward CRM-to-Accounts Payable flow has morphed into a tangled web of integrations, automations, and AI-driven tools. Migration was manageable. Not anymore.

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

How2Exit

Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. Management Buyouts. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!

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