How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

How2Exit

APRIL 29, 2024

rn Episode Summary: rn In this episode of How2Exit, host Ronald Skelton invites Tina Bradley to share her entrepreneurial story and insights into the world of mergers and acquisitions (M&A). rn Tina discusses the challenges and triumphs of acquiring multiple hair and beauty salons in and around London.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

OfficeHours

JULY 18, 2023

For example, whereas 10 independent veterinary clinics might each have their own human resources and accounting functions, a roll-up platform will have centralized functions that can be shared across multiple clinics.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

iMerge Advisors

APRIL 15, 2025

Summary of: How to Share Proprietary Code and Technical Documents with a Potential AcquirerWithout Losing Your Trade Secrets For founders and CEOs of software companies, few moments are as strategically delicate as sharing proprietary source code and technical documentation with a potential acquirer.

Shares 40

Shares Trading M&A Architecture 40

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. How Much Should You Share?

Acquisitions 40

Acquisitions Shares M&A Valuation 40

Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. These transaction-related equity grants may prematurely deplete the buyer’s equity plan share reserve. The buyer’s equity plan should be reviewed to confirm permissible treatment.)

M&A 52

M&A Equities Shares Advisory 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. However, this can backfire if the information is used against them during the negotiation process.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Lake Country Advisors

AUGUST 7, 2023

Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business. Negotiating the Sale Once potential buyers have expressed interest, the negotiation phase begins.

Business 96

Business Sale Negotiation Broker 96

Chesapeake Corporate Advisors

OCTOBER 24, 2022

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Vice President Andy Spears, who together with Smitha Gopal developed the deal strategy, conducted the negotiations, and provided strategic advising throughout the transaction. To learn more, visit www.rendia.com.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Solganick & Co.

JANUARY 2, 2024

Negotiation Missteps : Poor negotiation tactics may result in unfavorable terms, leaving money on the table or causing long-term issues post-sale. Leakage of Confidential Information : Throughout the M&A process, sensitive information must be shared. About Solganick & Co. Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Software Equity Group

APRIL 9, 2024

Sharing Too Much Information with Prospective Buyers Expect there to be a “feeling out” process when you first engage with a potential buyer. However, that can be a big mistake early in the process, as premature information sharing can deter potential buyers. Another is sharing the wrong information.

Negotiation 52

Negotiation M&A Investors Shares 52

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. These may include in-depth industry research, benchmarking studies, best practice identification, and knowledge-sharing forums.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

How2Exit

JULY 23, 2023

In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions. The insights shared by John Carvalho provide valuable guidance for those seeking to engage in M&A transactions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

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. The firm is in negotiations with two other players at the moment and hopes to seal the deals by the end of the year, according to Mallouk. “We’re

Accountant 52

Accountant Advisory Management Financial Services 52

MergersCorp M&A International

MARCH 31, 2024

MergersCorp™ M&A International leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world is excited to announce the launch of its highly anticipated franchising program.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

Chesapeake Corporate Advisors

JULY 10, 2023

This acquisition brings together two highly respected firms with a shared commitment to delivering innovative solutions to our clients,” said WBCM President Marco Legaluppi. “We Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

iMerge Advisors

APRIL 16, 2025

As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations. a disciplined approach to information sharing is essential to preserving value and momentum.

Business 40

Business M&A Valuation Negotiation 40

Solganick & Co.

OCTOBER 6, 2023

Negotiations: Engage with interested parties and entertain offers. Negotiate with the help of your deal team (legal, tax and investment bank) the appropriate transaction structure for tax purposes. Execute the transaction: transfer assets, share ownership, and handle financial transactions. Solganick & Co.

Sale 52

Sale Business Valuation 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?

Valuation 52

Valuation M&A Insurance S&P 52

Cooley M&A

FEBRUARY 8, 2018

Approval of gross-ups in connection with a transaction typically involves a prior negotiation with the buyer. Nevertheless, as gross-up arrangements are typically negotiated after the deal price is negotiated, we do not believe that these arrangements are impacting overall stockholder consideration.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Sica Fletcher

JUNE 14, 2024

new technology, active competitors, regulatory/compliance changes) can affect the market shares of all participants. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. The most important factors to keep in mind when considering valuation multiples are: Industry Landscape.

Insurance 52

Insurance Valuation M&A S&P 52

MergersCorp M&A International

JANUARY 25, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, is renowned for its comprehensive suite of services catering to the diverse needs of its customers involved in M&A transactions.

M&A 52

M&A Mergers and Acquisitions Financial Analysis Advisory 52

Cooley M&A

SEPTEMBER 16, 2024

Any stock-for-stock combination of two companies with relatively similar valuations is typically referred to as a merger of equals transaction, and even some stock-for-stock acquisitions where the “acquirer” is valued significantly higher than the “target” share some key elements of a merger of equals transaction. 2.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52

iMerge Advisors

APRIL 8, 2025

Well walk through the process step-by-step, highlight common pitfalls, and share strategic considerations that can materially impact valuation and deal outcomes. Manage the Deal Process and Diligence Once you receive indications of interest (IOIs) or letters of intent (LOIs), the process shifts into negotiation and diligence.

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 8, 2025

A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests. Navigate Due Diligence and Legal Negotiations Once you sign an LOI, the buyer will begin due diligence a deep dive into your financials, operations, technology, and legal structure.

Valuation 40

Valuation M&A Sale Negotiation 40

MergersCorp M&A International

JANUARY 25, 2024

I am excited to share this with all.” About the Transaction The operation has been achieved thanks to the advisory servive provided by MergersCorp M&A International. MergersCorp M&A International is a leading firm that specializes in providing high-quality advisory services for mergers and acquisitions (M&A).

Investment 52

Investment M&A Mergers and Acquisitions Capital 52

Focus Investment Banking

JULY 15, 2024

Introduced by Blueprint Partners, an investment advisory firm in Traverse City, Marsh chose FOCUS to find the best buyer due to their expertise in the automotive sector and their track record of successful transactions. Also a Michigan-based company, Serra shared with Marsh a similar value system in which employees come first.

M&A 52

M&A Business Investment Banking Investment 52

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. The JML transaction is the latest in a long line of successful deals Bob has negotiated for clients throughout the years. It can be very hard for a seller.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Lake Country Advisors

FEBRUARY 25, 2024

Though they share a common goal of facilitating business transactions, their roles, methodologies, and areas of specialization vary considerably. Deciding Between M&A Advisory Services and Business Brokers In contrast, larger businesses or those engaged in more complex transactions typically require the expertise of an M&A advisor.

Broker 52

Broker M&A Business Mergers and Acquisitions 52

iMerge Advisors

APRIL 14, 2025

Capital Gains Tax: If you sold equity, the gain is typically taxed as a long-term capital gain (assuming you held the shares for more than a year). This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. For federal purposes, this is currently taxed at up to 20%, plus the 3.8%

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 19, 2025

Growth-stage startups Often Series C or later, looking to accelerate roadmap or consolidate market share. Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. These can bridge valuation gaps but require careful negotiation.

Valuation 40

Valuation M&A Middle Market Private Equity 40

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. This confidence allows the business to negotiate a lease that provides the same level of control and operational flexibility as ownership.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Sica Fletcher

SEPTEMBER 3, 2024

Consider Digitization Focus on Your Unique Selling Points (USP) Improve Client Retention Vet Prospective Clients & Carriers The Steps of Selling an Insurance Agency Book of Business Selling an insurance agency book of business shares all of the major steps of any M&A transaction and often involves the same team members.

Insurance 52

Insurance Business Valuation M&A 52

Cooley M&A

AUGUST 30, 2019

Call it a compromise, call it delayed gratification, but do not call it simple: earn-out payments often give rise to disputes because the interpretation of what qualifies as the achievement of previously negotiated milestones can differ wildly once viewed through the muddied lens of time. In Western Standard, LLC, v.

Valuation 40

Valuation Mergers Advisory Insurance 40

Sica Fletcher

SEPTEMBER 12, 2024

Inter-family loans, unpaid salaries, or shared equity structures may complicate future sales. Changes in Final Negotiations Following the buyer’s due diligence, their teams will meet with your advisors to discuss the contract’s final terms. Family-specific financial arrangements. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

How2Exit

JUNE 12, 2023

For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. Ultimately, ad backs become a matter of negotiation, and there are no clear guidelines or industry norms to follow. or contract and need help with the due diligence process.

Business 130

Business Investment Profitability Acquisitions 130