Sun Acquisitions

APRIL 18, 2022

With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. An experienced M&A advisory firm in your corner means having the necessary support and counsel at hand when you most need it.

Business 98

Business M&A Broker Sale 98

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

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. There could definitely be a level of correlation, but it is not causation. However, a review of U.S. and Glass, Lewis & Co.

Funds 59

Funds Advisory Management Corporation 59

How2Exit

JULY 23, 2023

Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization. The podcast highlights the importance and usefulness of Divestipedia in providing definitions, explanations, and insights into the world of mergers and acquisitions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 8, 2025

Definitive Agreements: Final contracts including purchase agreement, reps & warranties, and transition terms. Transition to an advisory role? Founders who approach the process with clarity and the right advisory team are best positioned to maximize value and achieve their goals. Also consider your post-sale role.

M&A 40

M&A Valuation Private Equity Advisory 40

Periculum Capital

NOVEMBER 15, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. Periculum, along with the Company’s owner, A.J

Sale 52

Sale IT Government M&A 52

Cooley M&A

AUGUST 30, 2019

During that seven-year period, the buyer undertook several merger transactions, which resulted in a demand from the sellers to receive an earn-out payment, as they interpreted the series of mergers to fall within the scope of the definition of a Realization Event. In Windy City Investments Holdings, LLC v.

Valuation 40

Valuation Mergers Advisory Insurance 40

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate Finance Jobs Definition: In corporate finance, you manage a company’s financial statements, cash, and capital structure, and you forecast and plan its future financial performance, usually on a divisional or regional level for large companies. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Solganick & Co.

DECEMBER 21, 2023

NYSE: AYX), the Analytics Cloud Platform company, today announced that it has entered into a definitive agreement to be acquired by Clearlake Capital Group, L.P. We are a data-driven investement bank and M&A advisory firm focused exclusively on the cloud, data analytics and digital transformation sectors within software and IT services.

M&A 52

M&A Capital Private Equity Entertainment 52

Lake Country Advisors

MAY 9, 2025

Many experts define a middle-market enterprise by its annual revenue, often ranging from around ten million dollars to several hundred million, although definitions can vary by industry. Some sellers transition into an advisory role, offering guidance to new owners for a set timeframe. What Is Considered a Middle-Market Business?

Middle Market 52

Middle Market Business Broker Sale 52

Tyton Partners

AUGUST 5, 2024

While “freemium” and razors make fodder for business school case studies, pricing a product or service in the education sector is more complex, and we definitely don’t have 115 years to figure out what works. More recently in EdTech, lots of venture capital has fueled the “freemium” approach to pricing.

Education 59

Education Advisory IT Manufacturing 59

iMerge Advisors

APRIL 14, 2025

These definitions must be precise. Sellers should work with their advisors to model multiple scenarios and negotiate clear definitions upfront. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Key considerations include: Defining working capital : Exclude cash?

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Successful Acquisitions

MARCH 2, 2023

The first potential problem is that this approach is by definition backward-looking. A third potential problem is the definition of the word “comparable”. Brian Goodhart is Capstone’s Director of M&A Advisory Services. Now that we have one variable determined, it’s time to start on another.

Valuation 52

Valuation Discounted Cash Flow DCF M&A 52

Software Equity Group

JUNE 14, 2023

By its simplest definition, NWC measures the short-term financial health of a business, or its ability to fulfill its near-term obligations. For over 30 years, Software Equity Group has provided unparalleled software M&A advisory services for emerging and established software companies. What is Net Working Capital?

M&A 93

M&A Capital Negotiation Accountant 93

Tyton Partners

AUGUST 5, 2024

While “freemium” and razors make fodder for business school case studies, pricing a product or service in the education sector is more complex, and we definitely don’t have 115 years to figure out what works. More recently in EdTech, lots of venture capital has fueled the “freemium” approach to pricing.

Education 52

Education Advisory IT Manufacturing 52

Software Equity Group

SEPTEMBER 24, 2024

It can serve as an initial expression of interest or a more definitive declaration of intent, but either way, it lays a foundation for the potential deal. If it’s more akin to a serious LOI, it’s likely to include a definitive valuation. If the document functions like an IOI, it may only provide a range of valuations.

Negotiation 52

Negotiation Business M&A Valuation 52

Sica Fletcher

MARCH 8, 2024

While it is possible to sell your brokerage in 2024, business owners need to be aware of the following factors: Insurance Agency EBITDA Multiples Will Likely Continue To Rise Nothing is guaranteed, of course, but the modest increases in EBITDA multiples for insurance brokers we’ve already seen in our own networks are definitely promising.

Insurance 52

Insurance M&A S&P Valuation 52

iMerge Advisors

APRIL 15, 2025

Thats why many experienced M&A advisors, including firms like iMerge , recommend a tightly controlled communication strategy until the deal reaches a more definitive stage. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Management Advisory IT 40

iMerge Advisors

APRIL 14, 2025

Summary of: What Goes Into a Closing Binder for a Startup Acquisition And What You Need Ready Before the Deal Closes For founders navigating the final stretch of a startup acquisition, the closing binder is more than just a formality its the definitive record of the transaction.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

Sica Fletcher

JULY 23, 2024

The proposed budget still has a long way to go before approval, but it is definitely something to watch moving into the back half of 2024. On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm.

Insurance 52

Insurance M&A S&P Valuation 52

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Banking Bank Boutique 105

iMerge Advisors

APRIL 15, 2025

Work with experienced M&A counsel to ensure your NDA includes: Specific definitions of Confidential Information that include source code, algorithms, and technical documentation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Shares 40

Shares Trading M&A Architecture 40

Successful Acquisitions

MARCH 30, 2023

Once you have some clear answers about what you want (or maybe what you definitely don’t want) then you’re ready to put it all together. Brian Goodhart is Capstone’s Director of M&A Advisory Services. If so, how much of the total sale value would be appropriate given your risk tolerance?

Sale 52

Sale Stock M&A Equities 52

Cooley M&A

SEPTEMBER 16, 2024

One strategy for moving forward in a merger of equals transaction is to agree on a timeline for aligning on key issues and then only move to drafting definitive documents once the key issues have been agreed.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52

Cooley M&A

FEBRUARY 8, 2018

We also note that while institutional stockholders and proxy advisory firms remain opposed to gross-ups as a matter of policy, the inclusion of deal specific gross-ups has not appeared to have any practical impact on the outcome of transactions to date. Barbara Borden. Jamie Leigh.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Mergers and Inquisitions

JULY 5, 2023

Investment Banking League Tables Definition: IB league tables “rank” banks over specific periods based on their involvement in a certain industry, region, or deal type, such as M&A transactions or equity offerings. Problem #3: Deal Count, Dollar Volume, or Advisory Fees? Here are a few examples, which took approximately 1.6

Investment Banking 52

Investment Banking Banking Bank Investment 52

M&A Leadership Council

AUGUST 30, 2021

First, the legal contract is typically developed by the deal teams and lawyers as a part of the LOI or definitive agreement. TSAs, by definition, are complex. A TSA typically has two fundamentally different but equally important components. Conflicting motives between buyer and seller tend to further exacerbate potential TSA disputes.

M&A 52

M&A Sale Business Mergers and Acquisitions 52

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Focus Investment Banking

DECEMBER 30, 2024

I can be like our instructor because it definitely warrants it. As far as how we’re acquiring education for these kids on the, on the level of where we’re at today is giving them that added security that I do have a chance to be that painter. And that’s the way that I’m selling them.

M&A 52

M&A IT Utilities Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking? Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Peak Frameworks

MAY 2, 2024

Finance professionals advising clients on insurance products must emphasize the value and implications of these clauses, enhancing their advisory capacity and aiding in comprehensive financial planning. Moreover, they allow for strategic financial planning, ensuring that assets and investments are protected.

Insurance 52

Insurance Finance Finance Private Equity 52

Devensoft

AUGUST 24, 2023

Value Proposition Definition: Define a clear value proposition for the integration, outlining how the combined entity will create value for stakeholders, customers, and employees. Stakeholder Advisory Councils: Form advisory councils comprising representatives from various stakeholder groups.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. Prepare marketing package If you do not do any of the steps, definitely do this right. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself.

Business 52

Business Sale Broker IT 52

Cooley M&A

JANUARY 22, 2021

The court declined to find that the target business had suffered an MAE – despite the significant pandemic impact on its hotel business – due to a carve-out in the MAE definition for calamities. 5] Lazard’s Shareholder Advisory Group. 1] Mergermarket Global & Regional M&A Report 2020. [2] December 2020). 4] [link]. [5]

M&A 40

M&A IPO Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 13, 2025

Our approach includes: Valuation modeling to test different earn-out scenarios Negotiation support to align buyer and seller expectations Legal coordination to ensure terms are clearly documented Post-close advisory to monitor performance and mitigate disputes We believe earn-outs should be a tool for value creationnot a source of friction.

M&A 40

M&A Valuation Advisory Mergers and Acquisitions 40

Mergers and Inquisitions

MARCH 5, 2025

Biotech Hedge Funds Definition: Biotech hedge funds bet for or against public biopharmaceutical companies, typically based on catalysts such as clinical trial results, acquisitions, and liquidations; many funds focus on early-stage companies, but some also invest in platform companies, and some also make private-market investments.

Funds 64

Funds Mergers and Acquisitions Healthcare Valuation 64