How2Exit

SEPTEMBER 11, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Krystof Bartos is an experienced investor and entrepreneur with a background in financial advisory and real estate. rn Summary: Krystof Bartos shares his journey from financial advisory and real estate to the world of mergers and acquisitions (M&A).

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Advisory 130

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

Align Business Advisory Services

MAY 24, 2023

Align Business Advisory Services was recently featured in a Forbes article discussing the strength of mid-market M&A, despite broader macro volatility. Read the article on Forbes to learn more about our insights and expertise! The post We Talk to Forbes: Middle Market M&A Stays Hot appeared first on Align BA.

Middle Market 52

Middle Market M&A Advisory Business 52

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

FEBRUARY 10, 2025

Article: Why Buying, Not Building, Might Be the Best Move in Software For years, the startup world has glorified the grind of launching a new venture, raising capital, and chasing elusive product-market fit. The key differentiator? The mentorship from experienced investors.

Business 130

Business Funds Acquisitions Healthcare 130

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

Healthcare 147

Healthcare Investment M&A Business 147

How2Exit

OCTOBER 13, 2024

With poignant anecdotes and practical advice, Lane emphasizes the value of good advisory and how his current firm, Optima Mergers and Acquisitions, bridges gaps in the small and lower middle market. Proper valuation and advisory are essential. Effective communication is the backbone of any M&A process.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

How2Exit

AUGUST 12, 2024

The Crucial Role of Proactive Advisory One of the standout themes from Simon’s discussion is the critical importance of proactive advisory in the M&A process. Optionality and proactive advisory are not just buzzwords but vital strategies in the M&A landscape.

Valuation 130

Valuation M&A Mergers and Acquisitions Advisory 130

Align Business Advisory Services

APRIL 24, 2024

In this article, we cover four key financial factors that can help business owners navigate the process of timing their business sale strategically. Deciding when to sell your business is a complex decision with financial considerations and market timing playing pivotal roles.

Sale 98

Sale Business Mergers Acquisitions 98

How2Exit

JUNE 9, 2025

Today, he helps over 110 small businesses reach profitability through consulting, marketing, and strategic advisory. His background is as varied as it is inspiring: from rugby coach to pizza delivery driver to sales manager at CarMax, to eventually buying and selling his own businesses. Don’t hand over your business systems.

Profitability 130

Profitability Business Consulting IT 130

How2Exit

DECEMBER 21, 2023

rn rn Article: rn How Financial Modeling Can Drive Business Success: Insights from an Expert rn Welcome to the How to Exit podcast, where we delve into the world of small to medium business acquisitions and mergers. rn The Need for Financial Support and Advisory Services rn Many small to medium-sized businesses lack dedicated financial staff.

Financial Modeling 130

Financial Modeling Financial Models Mergers and Acquisitions Mergers 130

Global Banking & Finance

MAY 19, 2024

This article explores how these innovations are reshaping the landscape of global finance, with a focus on non-advisory, informative analysis. Introduction: the new wave in […]

Finance 45

Finance Finance Advisory Management 45

Mergers and Inquisitions

OCTOBER 16, 2024

An older version of this article from ~15 years ago addressed this question, and you can find dozens of other articles that suggest answers. For that, please see the articles on the investment banking career path , exit opportunities , etc. Are Bad Why Investment Banking Over Other Careers? The post Why Investment Banking?

Investment Banking 111

Investment Banking Bank Banking Investment 111

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 13, 2025

This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. For guidance, see our article on Website Valuation and Discretionary Earnings. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

How2Exit

JUNE 16, 2024

Article: Unleashing Your Business Potential: The Strategic Advantage of Owning Commercial Real Estate Key Takeaways: Owning commercial real estate offers significant advantages in autonomy, control, and wealth creation. "You Neal’s advisory role includes helping clients navigate these choices to optimize their financial strategy.

Business 130

Business Book-building Finance Finance 130

The Deal

FEBRUARY 7, 2024

The independent, middle market placement agent is focused on fundraising and advisory services to private equity, credit, real assets and infrastructure investment firms, enhancing its pipeline for lending, acquisition financing, capital markets and M&A advisory business. Capstone, too, has a penchant for middle market deals.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

iMerge Advisors

APRIL 9, 2025

This article breaks down the key drivers of software company valuation, outlines how buyers think about value, and offers practical steps to help you assess and enhance your companys worth ahead of a potential exit. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 40

Valuation M&A Private Equity Sale 40

Mergers and Inquisitions

OCTOBER 30, 2024

For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director. are quite specific to each company, and you never get this granular in advisory or investing roles. Can we speed up the data consolidation processes? Potentially, yes.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Successful Acquisitions

JULY 17, 2023

In this article, we will delve into key insights shared during our recent webinar series, examining the factors that make business owners decide to sell. Brian Goodhart is Capstone’s Director of M&A Advisory Services and the host of the multi-part webinar series, “The Verdict is In on the Sell Side.”

Business 98

Business Sale M&A Advisory 98

Transactional Delights

OCTOBER 22, 2021

Well, under RCI’s Articles , a dual-class corporation, governed by British Columbia law only shareholders have the ability to remove a member of the Board. Under the Articles, the Chair is an officer [2] , and the Board has the ability to remove an officer. Rogers, Lisa A. Rogers, Edward S. Accountability. Voting Threshold.

Advisory 40

Advisory Shares M&A Accountant 40

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

iMerge Advisors

APRIL 10, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

MARCH 22, 2023

With the number of emergency / news-related articles on this site lately – two in a row! Technically, my assessment in that article was correct: “The short answer is that it’s very unlikely that any of these firms will go bankrupt. First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

Bank 98

Bank Banking Government Investment Banking 98

iMerge Advisors

APRIL 13, 2025

This article breaks down the key differences between asset and stock sales, with a focus on how they impact software and tech companies. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post Whats the difference between an asset sale vs. stock sale for tech companies?

Sale 40

Sale Stock M&A Negotiation 40

The Deal

JUNE 15, 2023

More broadly, healthcare has remained a relatively active sector amid a slowdown in deal flow, with several advisory firms bulking up their practices in 2023 as they prepare for a wave of transactions in 2024 and beyond. Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website.

Capital 52

Capital Healthcare Equities Medical 52

How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

The Deal

DECEMBER 4, 2023

Large index fund managers are quick to assert their stewardship teams do their own work — uninfluenced by proxy advisory firm recommendations, especially when it comes to heated director contests. Editor’s note: The original, full version of this article was published Nov. However, a review of U.S. and Glass, Lewis & Co.

Funds 59

Funds Advisory Management Corporation 59

The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. based BerganKDV, providing tax and audit, accounting, business advisory, wealth management and other services to its clients to serve business owners.

Accountant 52

Accountant Advisory Management Financial Services 52

How2Exit

FEBRUARY 18, 2024

He holds multiple credentials in the business acquisition space and founded Bison Business, specializing in sell-side representation and advisory services for business transactions. Clint successfully founded and sold stakes in several startups before identifying his passion for the business brokerage field.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

Align Business Advisory Services

JANUARY 2, 2024

She states in a Nasdaq article, “There is still a lot of dry powder available from private investors and corporations looking to make deals. Dena Jalbert, Align’s Founder & CEO, weighs in on how owners of lower-middle market companies can best prepare for the sale of a business–and she has good news for those sellers.

Middle Market 52

Middle Market Sale Corporation Investors 52

Focus Investment Banking

APRIL 21, 2025

She suggested those shop operators consider serving on the advisory boards for their local Collision Engineering program, to help guide the curriculum and get a chance to connect with the students.

Engineering 52

Engineering Education IT Advisory 52

OfficeHours

JULY 18, 2023

If the larger roll-up acquirer has the ability to finance these acquisitions with incremental debt capacity, the equity value uplift may be even greater (although the reasons for this are beyond the scope of this article). This begs an important question: why do roll-ups receive a higher value than smaller acquisition targets?

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Align Business Advisory Services

AUGUST 30, 2023

In this article, we’ll peel back the layers. While the glitzy mega-deals often grab headlines, there’s another type of deal that holds immense potential for businesses and medical practitioners eyeing transitions—it’s called the lower-middle market.

Mergers and Acquisitions 52

Mergers and Acquisitions Middle Market Mergers Business 52

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. That's the beauty of entrepreneurship, it's a journey of personal growth."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

Sica Fletcher

JULY 1, 2024

This article examines the steps involved in selling an insurance brokerage, as well as critical considerations to keep in mind to ensure the greatest possible payout. Selecting an Advisor Initial preparations when selling an insurance brokerage should absolutely include selecting an M&A advisory firm to represent you.

Insurance 52

Insurance M&A Advisory Funds 52