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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.
Each unit usually consists of one share of common stock and a fraction of a warrant, which gives the holder the right to purchase additional shares at a set price in the future. The capital raised in the IPO is placed in a trust account, earning interest, and can only be used for an acquisition or returned to investors.
How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.
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. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!
Israel-based eToro went public on May 15 , with its initial public offering price at $52 per share, above the high end of its proposed range. The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share. Shares surged more than 5% on Monday to hit a fresh 52-week high.
Clearwater is expected to pay $760 million in cash and issue between 23 million and 28 million new shares to Enfusion shareholders. Clearwater is expected to pay $760 million in cash and issue between 23 million and 28 million new shares to Enfusion shareholders. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5
Bhasin shares his entrepreneurial journey—from growing up in Australia watching his father search for businesses to buy, to founding and successfully exiting two software startups, and ultimately choosing the search fund model to acquire and scale businesses in the vertical software space. But what if there was another way?
If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. This is not just anecdotal.
Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale? What Is a Stock Sale?
As always, I’m your host, Kolstramberg. Cole Strandberg : Welcome to another episode of the Collision Vision driven by Auto Body News. Today we’re kicking off our brand new series titled Safety First Prioritizing Health in the Workplace. Now, at the time of this recording, I have just landed after a very early morning flight.
No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).
Having any one client account for too much of your revenue creates risk for buyers. Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Always aim for a diversified client base.
The best way to prepare for due diligence in a SaaS M&A transaction is to do most of the legwork before it starts. We also provide an in-depth downloadable M&A due diligence checklist (PDF) so that you’re set up for success. Consider these 11 areas of accounting due diligence. Here are a few items you should consider.
increase since 2020, according to findings in TP ICAP’s ‘exchange global share and segment sizing’ report. Specifically, TC&S accounts for 60.3% year-on-year for 2024, and accounted for 52.8% Global exchange revenues reached $58.9 billion in 2024, demonstrating a 7.5% of Asian revenues, 51.9% of EMEA revenues, and 50.2%
Blake has scaled operations, led successful M&A activity, and built strong shop cultures—and he talks about what separates elite operators from the rest. So I’m looking forward to a great conversation with you as well. Whether you run one location or many, this is a conversation worth leaning into. That’s all I knew.
Erin works directly with some of the top-performing organizations in the business, helping drive collaboration, accountability, and operational excellence. Busy schedules have made this the time to make it happen, so I’m thrilled we can get together and have a fun conversation. So they hold each other accountable.
I’m really looking forward to it. And so I said, you know what, I’m just going to take their business. Bill learned firsthand how a lack of good financial data can hold an operation back so he explains why better financial visibility is the foundation for smarter operations, sustainable growth, and better decision-making.
‘Find the Right OEM Certification for You’: Experts from DEKRA Offer Tips Earning OEM certifications can boost a shop’s bottom line if management chooses the right ones and avoids missteps to maximize their return on investment. DEKRA is one of the biggest names in certification and inspection for the global collision repair industry.
Leading and Growing a Family Collision Business with Josh and Michelle Fuller On this week’s episode, Cole Strandberg chats with Josh and Michelle Fuller, fourth-generation leaders of the 111-year-old Fuller’s Collision Center. Listen and Follow The Collision Vision. So greatly appreciate you joining us even with some jet lag. Appreciate it.
To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts.
CloudFirst will continue to market its services under its well-established brand, the CloudFirst leadership team will remain in place, and CloudFirst will maintain its renowned support and account management teams. MELVILLE, N.Y., The Company expects continuity throughout the approval process and beyond.
b' E162: Reconciled CEO, Michael Ly Shares Lessons Learned from Acquiring Accounting Firms - 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.
Ron rn rn 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. rn Outsourcing accounting services can save time and provide expertise.
Ron rn rn 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. Reconciled sets the standard for consistency and quality that you can count on.
b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.
Peer-to-peer car-sharing company Getaround said Thursday it will acquire the assets of HyreCar, another car-sharing marketplace, for $9.45 The combined company’s stock began trading at around $10 per share, but promptly plummeted. To date, Getaround’s stock has lost 96% of its value.
It is no different in M&A. The core element of M&A is company valuation. It is not an exaggeration to say that firm value is the most important characteristics in M&A. There are also structural differences of past acquisitions to take into account. It drives prices, ROI, and financing.
Before we move on to the buy-side and sell-side process of M&A next week, I’d like to wrap up this week by discussing the other capital structure component / tool: equity. We care about equity in M&A because a successful transaction is one that creates value for equity holders.
Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.
E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!
b' E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals - 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. Their team is experienced in M&A, and they hire the best talent available.
Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. -Ron Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.
b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: 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. is important." is important."
b' E171: Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers - 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. rn "I love entrepreneurship through acquisition.
Specifically, they should be interested in what each party brings to the transaction, each party’s equity share in NewCo, and the issues / risks associated with the transaction. I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD).
Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation. Derive proforma assumptions from the target’s normalized historical statements.
Lack of financial / strategic progress: Shareholders’ frustration with the lack of growth of a company’s stock price / dividends / earnings per share / other financial metrics may drive exits. Buying and selling a company has many overlaps to buying and selling a house. the house failed to increase in expected value), mature market (i.e.
So, a good valuation model has to take into account the possibilities of a variable having multiple values along with each value’s probability of occurring. So, a good valuation model has to take into account the possibilities of a variable having multiple values along with each value’s probability of occurring.
b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Army soldier, engineer, and pilot.
In the last two blog posts, we walked through capital structure and how it impacts M&A activities and vice versa. We will now go through a series of four blog posts that dive deeper into debt - specifically, the various considerations one ought to take into account when planning to use debt for an acquisition.
b' E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser - 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. Their team is experienced in M&A, and they hire the best talent available.
But while its tempting to jump straight in when an opportunity presents itself, its important to approach M&A activity with a clear head. Dont incur costs too early Starting with the basics, any deal that involves buying shares in a company will involve some level of legal input. That kind of thing can easily catch people out.
Ron Sponsor: 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. Reconciled sets the standard for consistency and quality that you can count on.
10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A. How2Exit.com embraces this concept, and to help facilitate community in small to medium M&A, we meet twice a month. Take Neil Medwood, for example. To find out more, click Here.
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