Align Business Advisory Services

MARCH 12, 2024

Strategic Growth Opportunities in Waste Management and Industrials M&A Among Lower-Middle Market (LMM) Mergers and Acquisitions (M&A), the Waste Management and Industrials sectors present excellent opportunities for businesses with annual revenues ranging from $10 million to $200 million or smaller companies aiming for revenue of that size.

M&A 98

M&A Management Mergers and Acquisitions Middle Market 98

Align Business Advisory Services

MAY 30, 2023

Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middle markets. Our expert team shares proven strategies to navigate these challenges and capitalize on emerging opportunities.

Middle Market 98

Middle Market M&A Economics Capital 98

The Harvard Law School Forum

MAY 3, 2023

This multidimensional and turbulent landscape not only presents threats and opportunities which companies must navigate, but also adds complexity to dealmaking itself, which often is more art than science.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

How2Exit

JUNE 16, 2024

Unlocking the Benefits of Owning Commercial Real Estate In the ever-evolving landscape of business, the question of whether to lease or own commercial real estate presents itself as a critical strategic decision. Neal’s advisory role includes helping clients navigate these choices to optimize their financial strategy.

Business 130

Business Book-building Finance Finance 130

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Bank Banking Investment 52

MergersCorp M&A International

DECEMBER 9, 2024

The firm presents its clients with unique opportunities to invest in the burgeoning gaming industry, which has garnered significant interest and potential for high returns.

Corporation 52

Corporation Investors Mergers and Acquisitions Business 52

Mergers and Inquisitions

MAY 14, 2025

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles. It takes a long time to find these examples, especially for non-U.S.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. Expect the usual mix of behavioral/fit questions and technical questions, but the technical ones will focus on accounting and concepts like the breakeven formula , net present value , journal entries, capital structure, and hedging.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Successful Acquisitions

FEBRUARY 21, 2023

Introducing Your Selling Equation By Brian Goodhart, Director of Capstone’s M&A Advisory Services Your Sales Equation = ∑ (V, I, T, O, S) Recently I was re-reading Successful Acquisitions , by Capstone CEO David Braun and I happened across his comment that “All businesses are for sale, if you have the right equation.”

Sale 52

Sale Business M&A Advisory 52

The TRADE

OCTOBER 21, 2024

She also has external roles on industry advisory committees, including the UK FCA’s Secondary Markets Advisory Committee as well as the EMEA and US Quorum 15 Fixed Income advisory boards. Alongside her role at JP Morgan, Finlayson is a trustee on the board of directors for JP Morgan Chase Pension Plan Trustee Limited.

Trading 98

Trading Financial Market Equities Advisory 98

The Deal

SEPTEMBER 8, 2023

In that same vein, small and midsize companies with large retail shareholder bases should speak to their individual investors in a similar way, explains Geoff Weinberg, head of the retail shareholder advisory practice at Morrow Sodali Global LLC. Activists are waking up to this and understanding it is not hard to get control of these boards.

Retail 78

Retail Investment Advisory Investors 78

M&A Leadership Council

SEPTEMBER 16, 2024

Presently, he is Managing Principal of Point B’s M&A practice focused on driving inorganic growth and integration outcomes. Adam Hartstein Senior Advisor, M&A Partners Adam Hartstein has over 25 years of experience in leading business and technology.

Mergers and Acquisitions 52

Mergers and Acquisitions Profitability M&A Financial Services 52

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What Is a Confidential Information Memorandum?

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Accenture Capital Markets

DECEMBER 5, 2023

Budget constraints due to a changing macro-economic environment mean many firms feel unable to improve their mobile offering at present. Clients want an end-to-end mobile offering, but they aren’t getting it today—and a big reason for that is a lack of investment. What asset classes should the app support?

Management 117

Management Bank Banking Investors 117

How2Exit

JULY 23, 2023

This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents. 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.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Francine Way

JULY 7, 2017

For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start. Due to transaction-fee compensation structure, consultants may not have their client’s best interest and present unfavorable deals just to do a deal.

M&A 130

M&A Acquisitions Consulting Capital 130

Sica Fletcher

JULY 11, 2024

We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. However, it does present some serious opportunities for those attempting to maximize their overall benefit from the transaction. Our biggest note here?

Insurance 52

Insurance M&A Debt Equities 52

Lake Country Advisors

AUGUST 7, 2023

On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. Preparing Your Business for Sale Selling your business is like selling a home — presentation matters. We understand that every business is unique, and our approach reflects this.

Business 96

Business Sale Negotiation Broker 96

Growth Business

JUNE 5, 2025

But while its tempting to jump straight in when an opportunity presents itself, its important to approach M&A activity with a clear head. If those terms arent nailed down in a Heads of Terms document, theres a risk of disputes cropping up later, by which time the legal and advisory fees have already been incurred.

M&A 81

M&A Business IT Accountant 81

MergersCorp M&A International

JANUARY 20, 2024

The conference event for the official presentation of the third jersey of Olbia calcio 1905 dedicated to the celebrations for the “Simplician year” was held in the morning today.

M&A 52

M&A Investment Banking Advisory Consulting 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

For a good example, look at this BofA presentation to Green Plains , which was structured as an MLP at the time and treated like a pipeline company in oil & gas. If you look at the presentations and valuations below, you will still see standard valuation multiples like TEV / Revenue, TEV / EBITDA, and P / E.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Solganick & Co.

AUGUST 14, 2023

The technology services sector is highly fragmented and presents significant opportunities to build high-growth and differentiated platform investments. is a data-driven investment bank and M&A advisory firm focused exclusively on technology services and software companies. Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

How2Exit

AUGUST 12, 2024

Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized. Recapitulating the Insights: Ronald Skelton and Landon Mance’s dialogue presents a treasure trove of insights for aspiring and seasoned entrepreneurs alike.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

How2Exit

APRIL 29, 2024

rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers. rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Sun Acquisitions

JULY 31, 2023

You should also present potential buyers with a detailed list of assets, liabilities, and cash flow statements. This could involve agreeing on an employee retention plan, setting up an advisory board, or getting legal advice on the sale.

Business 52

Business Acquisitions Sale M&A 52

Focus Investment Banking

JULY 27, 2023

Of note, the deals they presented boasted revenue and EBITDA averages of $16.8 About FOCUS Investment Banking With more than three decades of experience, FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide. million and $3.1

Middle Market 52

Middle Market Investment Banking M&A Bank 52

Sun Acquisitions

JANUARY 10, 2022

This company presents major growth opportunities for the new ownership to continue to grow the business. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale 52

Sale Acquisitions Mergers and Acquisitions Telecommunication 52

MergersCorp M&A International

JANUARY 18, 2024

MergersCorp M&A International is a leading global advisory firm that specializes in providing comprehensive M&A consulting services to clients worldwide. The global marketplace presents unique challenges, including varying regulatory frameworks, cultural differences, and exchange rate fluctuations.

M&A 52

M&A Consulting Mergers and Acquisitions Finance 52

Intrepid Banker Insights

MARCH 28, 2023

It is critical to take an unemotional look at this year’s budget, as well as future years’ budgets and forecasts, and consider alternative scenarios for sales, gross margins (preferably by SKU, channel and customer) and overhead costs to test where liquidity risks might present themselves.

Capital 52

Capital Advisory Bank Banking 52

Focus Investment Banking

JULY 24, 2023

The company didn’t have a board of directors or a formalized advisory board, which isn’t uncommon for early-stage companies, but as CPFD matured, it lacked senior professionals who could provide growth expertise. How has working with companies like CPFD informed your advisory practice?

Sale 52

Sale Advisory Consulting Business 52

Focus Investment Banking

AUGUST 13, 2023

FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. At that point you’ll be ready when the right buyer presents you with an offer you can’t refuse.

Business 52

Business Financial Statement Mergers and Acquisitions Sale 52

Chesapeake Corporate Advisors

MARCH 22, 2023

The income-based approach values the business based on the present value of projected future cash flows after adjusting for time and risk. By partnering with a seasoned corporate advisory firm with actual transaction experience, you will gain a strategic planning tool and a strong competitive advantage.

Valuation 52

Valuation Business Advisory Sale 52

Periculum Capital

MARCH 11, 2022

Select needed to find a financial partner that had a national platform SHHS could become part of to realize the opportunities with which SHHS was being presented. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. SHHS engaged Periculum to run a targeted process to find such a partner.

Sale 52

Sale IT Healthcare Capital 52

Sica Fletcher

MARCH 26, 2024

This is essentially a digital slideshow intended to be presented to prospective buyers to showcase your agency’s best features in support of a sale. M&A advisors present the agency's information to several prospective clients at once, encouraging a bidding war to ensure the right buyer and the highest possible payout.

M&A 52

M&A Insurance Valuation Advisory 52

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Highlight your ability to identify potential investors, analyze market conditions, and create compelling presentations to secure capital for clients.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

MAY 24, 2024

The report prepared by an impartial, well-known third-party presents your company performance in a transparent and straightforward way, resulting in financials that are considered “clean.” In fact, while a sell-side QofE does not replace an audit, buyers view it with a comfortable level of credibility.

Business 52

Business Negotiation Investment Banking Accountant 52

Solganick & Co.

JULY 6, 2023

Increasing VC and M&A Investment Interest The AI industry presents an attractive investment opportunity for strategics and venture capitalists. covers the artificial intelligence industry sector and provides sell-side M&A advisory services to fast growing companies in the sector.

M&A 52

M&A Investment Funds Capital 52