How2Exit

APRIL 29, 2024

rn rn rn Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation? Assets Under Management (AUM): The total value of assets owned by the RIA.

Valuation 52

Valuation M&A Insurance Advisory 52

Periculum Capital

MARCH 8, 2024

SAM is a portfolio company of Peak Rock Capital. 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.

Sale 52

Sale IT Capital Advisory 52

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. With the right advisory team, you can navigate these hurdles confidently and keep your deal on track.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. Your attorney, in particular, should take the lead on final negotiations.

M&A 52

M&A Insurance Valuation Advisory 52

iMerge Advisors

APRIL 10, 2025

This includes: Managing NDAs and information flow Coordinating management presentations Soliciting and comparing indications of interest (IOIs) Negotiating letters of intent (LOIs) and exclusivity terms Running this process while continuing to operate your business is no small feat. The post How do I find buyers for my software company?

Private Equity 40

Private Equity M&A Equities Valuation 40

iMerge Advisors

APRIL 9, 2025

Strategic buyers, in particular, will pay more for companies that offer a competitive edge or fill a gap in their portfolio. The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. Do you have defensible IP or a unique go-to-market strategy?

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. donor-advised funds) Rebalance your investment portfolio to reflect new risk tolerances Many founders underestimate the complexity of post-sale wealth management. Escrow releases are not always straightforward.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Sica Fletcher

JUNE 20, 2024

As a result of this overall increase in equity, the M&A deal process has grown significantly in length as advisors work out the value of said equity and negotiate the rest of the payout structure. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A Valuation Equities 52

Devensoft

AUGUST 24, 2023

Through financial synergy, organizations can access new funding sources, negotiate better terms with suppliers or customers, and optimize their capital structure. By centralizing operations, leveraging economies of scale, and negotiating better terms with suppliers, organizations can achieve significant cost savings.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Growth Business

MARCH 1, 2024

A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance. Those discussions were about social impact, strategy, the marketplace and the team.

Private Equity 59

Private Equity Equities Investment Business 59

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal. If you have multiple offers you might be able to negotiate as well.

Business 52

Business Sale Broker IT 52

Cooley M&A

JANUARY 25, 2023

The workshop explored new potential theories of harm, such as reviewing overall sizes and drug portfolios of the merging companies rather than specific product‑level overlaps, as well as considering the effect on innovation caused by mergers.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40