Remove Acquisitions Remove Book-building Remove Valuation
article thumbnail

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

How2Exit

Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first. From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Sloppy books erode it instantly.

article thumbnail

Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Consistently book expenses to the appropriate line item. Buyer confidence is gained through visibility.

Insiders

Sign Up for our Newsletter

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

article thumbnail

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. Investment Banking: Which Ones Right for You? consolidation accounting , lease accounting , etc.).

article thumbnail

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

Sun Acquisitions

By selling your IT orMSPbusiness now, its possible to take advantage of these broader macro trends which in turn can significantly enhance your valuation. Step Two: Find Your Valuation Heres the reality: Valuation isnt an exact science. Lets look at some of the factors that influence valuation.

article thumbnail

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.

article thumbnail

5 stocks to buy for the second half from investors

CNBC: Investing

Meanwhile, ServiceNow looks attractive as it continues to acquire AI-centric companies and build AI functionality into its products, he said. The founder and CEO of InfraCap also brought up financial stocks Goldman Sachs and KKR , which he expects to rally on a stronger mergers and acquisitions market in the latter half of the year.

article thumbnail

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

Mergers and Inquisitions

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions.