Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

The Harvard Law School Forum

MAY 3, 2023

The substantial growth in hedge funds and private equity, developments in governance and ESG concerns, the growing receptiveness of institutional investors to activism and the role of proxy advisory firms have also had a significant impact.

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Mergers and Acquisitions Government M&A Private Equity 100

PCE

OCTOBER 25, 2023

Should you seek acquisition by another company, accept a proposal from a private equity group, or sell to an employee stock ownership plan (ESOP)? Contemplating the sale of your business may feel like embarking on a daunting journey, particularly as you attempt to navigate the intricate landscape of exit strategies.

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Sale Private Equity Equities Stock 52

Trout CPA: M&A

MARCH 24, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When structuring an M&A transaction, deciding between an asset or stock sale can be an obstacle between buyers and sellers. Finding a transaction structure that works for both parties is critical to the success of the deal.

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Advisory M&A Sale Stock 52

Mergers and Inquisitions

OCTOBER 16, 2024

private equity or venture capital ). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms. Why Investment Banking?” Or, at the pre-MBA internship level : “Sure.

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Investment Banking Bank Banking Investment 111

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Typically, a percentage of the consideration will be paid in stock of the acquirer.

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Private Equity Insurance Equities Management 52

iMerge Advisors

APRIL 8, 2025

Prepare the Business for Sale Buyers especially private equity firms and strategic acquirers expect a clean, well-documented business. Common structures include: Asset vs. Stock Sale: Each has tax and legal implications. Learn more in Asset versus Stock Sale. Transition to an advisory role? Or exit entirely?

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M&A Valuation Private Equity Advisory 40

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Private equity buyers, on the other hand, may require more extensive diligence and internal investment committee approvals.

IT 40

IT M&A Valuation Advisory 40

Cooley M&A

JANUARY 30, 2024

7] Winning the support of the proxy advisory firms (ISS and Glass Lewis) continued to be crucial, particularly for the activists: Of the nine activist proxy contest victories, only two came without the support of at least one of the proxy advisory firms. (On

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Private Equity M&A Capital Investors 52

Software Equity Group

JUNE 27, 2023

This concept is called rollover equity and is common for private equity transactions. These types of deals have become common, particularly when the buyer is a private equity firm. The goal is to see the $20M equity investment grow over time. Are there any put/call rights?

Equities 52

Equities IT Private Equity M&A 52

Mergers and Inquisitions

NOVEMBER 22, 2023

For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets. You’ll work on very small deals at most regional boutiques, have even less access to private equity and hedge fund exits, and get even less of a network and brand name.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Intrepid Banker Insights

MARCH 28, 2023

The M&A markets became significantly more challenged in the second half of 2022, and deal activity reported by investment bankers and private equity financial buyers has slowed down, with uncertainty and rising financing costs playing prominent roles.

Capital 52

Capital Advisory Debt Banking 52

Solganick & Co.

DECEMBER 21, 2023

Samooha, meanwhile, gets an undisclosed amount of cash and/or stock in addition to the support of Snowflake’s massive technical and engineering infrastructure. together with certain of its affiliates, “Clearlake”) and Insight Partners (“Insight”), two global private equity firms, in a transaction valued at $4.4

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M&A Private Equity Capital Entertainment 52

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Are you seeking a full exit, partial liquidity, or a growth partner? Timing also matters.

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M&A Valuation Private Equity Negotiation 40

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. This can be trading on behalf of their clients (like when you buy a stock through a bank's brokerage service) or proprietary trading where banks invest their own money. Such activities come with significant costs: due diligence, advisory fees, legal costs, and more.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal.

Business 52

Business Mergers and Acquisitions Corporation Sale 52

iMerge Advisors

APRIL 16, 2025

In reality, buyersespecially private equity firms and strategic acquirersexpect a well-documented, diligence-ready business. We explore these nuances in Tax Law Changes and the Impact on Personal Taxes from Selling a Software Company and Asset versus Stock Sale.

Business 40

Business M&A Valuation Negotiation 40

Sica Fletcher

MAY 29, 2024

Stock Will Take Up a Larger Percentage of Payout Structures While 20 years ago, transaction payouts were typically 100% cash, more often than not, modern payouts now almost universally contain some amount of equity in the buyer company as a central part of the deal.

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M&A Insurance Equities S&P 52

iMerge Advisors

APRIL 16, 2025

Deal Structure and Terms Strategic buyers often prefer outright acquisitionstypically stock or asset purchaseswith a clean break. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Strategic buyers, however, may still pay a premium if the acquisition is mission-critical.

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M&A Valuation Advisory Acquisitions 40

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Bank 52

Bank Banking IT Management 52

iMerge Advisors

APRIL 10, 2025

For example, a European private equity firm seeking to acquire a U.S.-based Regulatory hurdles can influence whether a deal is structured as an asset sale, stock sale, or mergerand where the transaction is domiciled. When you're ready, iMerge is available for private, advisor-level conversations.

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M&A Valuation Acquisitions Advisory 40

Software Equity Group

SEPTEMBER 24, 2024

For example, term sheets typically address the following heavily negotiated issues in the transaction structure section: Consideration : Are you only getting cash consideration for the sale, or are you accepting some stock in the acquiring company? Tax optimization : M&A transactions have huge tax implications for buyers and sellers.

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Negotiation Business M&A Valuation 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Especially since H2 2022, the use of equity has jumped significantly.

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Insurance M&A Valuation Equities 52

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. Equity purchase Here you sell the equity of your business. It could be a 100% equity purchase or a minority or even a majority equity purchase. Normally you will retain certain stock options and control of the company.

Business 52

Business Sale Broker IT 52

How2Exit

JULY 13, 2023

Finally, the guests discuss the current market trends in private equity and capital raising. Private equity firms, strategic buyers, and even competitors are all cautious in their investment decisions. The term "scared money" refers to buyers who are risk-averse and prefer to invest in lower-risk opportunities.

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Business Collaboration Mergers and Acquisitions Valuation 130

How2Exit

JUNE 6, 2023

The speakers discuss how M&A advisory and consulting differ from business brokers, as they are not solely focused on completing a transaction, but also on ensuring that it is the right fit for both parties involved. Furthermore, a decrease in interest rates can also have an impact on the stock market.

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M&A Mergers and Acquisitions Business Valuation 130

Focus Investment Banking

MARCH 7, 2025

Private equity investments in healthcare provider practices are getting more mature and changing the way buyers and sellers approach transactions. Deal activity has been high across dentistry, veterinary, and the physician specialties, with more than 100 private equity backed platforms established and completing their own add-on deals.

Healthcare 52

Healthcare Private Equity Equities Professional Services 52

Mergers and Inquisitions

MARCH 5, 2025

Many biotech stocks are relatively uncorrelated with the broader market because they trade based on catalysts rather than GDP growth, inflation, interest rates, or consumer spending. Biotech stocks let hedge funds bet on very specific aspects of company performance. Its not just Will the drug succeed?

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Funds Healthcare Mergers and Acquisitions Valuation 64

iMerge Advisors

APRIL 12, 2025

Deal structure: Cash vs. stock, upfront vs. deferred payments, earn-outs, and escrows. Tax efficiency: Asset vs. stock sale, and how proceeds are taxed (see Tax Law Changes and the Impact on Personal Taxes ). Private equity firms may be focused on recurring revenue, margin expansion, or bolt-on synergies.

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Negotiation M&A Valuation Private Equity 40

Focus Investment Banking

MARCH 27, 2025

On this episode of Gain Traction , Mike Edge chats with Giorgio about market trends in the tire industry, how to prepare for an acquisition, and the role of private equity in fueling business growth. Theres a lot of Capital gains and tax advisory that needs to go into it. And you guys can connect them to private equity partners.

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Profitability Private Equity IT Mergers and Acquisitions 52