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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.

M&A
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How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first.

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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. This view is mostly wrong: The Excel-based work has a ton of overlap, with a few differences here and there.

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How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

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. Before you take the next step, lets walk through some key factors to consider. Always aim for a diversified client base.

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How Mike Lampert Grew New England Truck Center Through Acquisitions

Focus Investment Banking

How Mike Lampert Grew New England Truck Center Through Acquisitions In this episode of Know to Grow, Chandler Kohn sits down with Mike Lampert , founder of New England Truck Center, to unpack his journey from running a small, family-run towing and truck repair operation to leading a multi-location business across New Hampshire and Maine.

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Automattic acquires relationship manager Clay to add an identity layer to online tools

TechCrunch: M&A

Clay’s software, launched in 2021 , is something of a smarter address book or personal CRM, letting users organize the people they know and keep up with their latest updates by pulling in data from services like LinkedIn, Facebook, WhatsApp, and X, as well as address books and calendars.

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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer. It even includes elements of healthcare , industrials , and oil & gas investment banking. and sports (???).