PCE

DECEMBER 5, 2023

This is true when there are signs that our ESOP valuation firm is no longer providing the necessary professional assistance. Change is hard to initiate even when we know the results will be better for us. Our reluctance fades however, if warning signs begin pointing to increased risks for our company.

Valuation 52

Valuation Advisory Business 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also. By: Lowenstein Sandler LLP

Private Equity 130

Private Equity M&A Insurance Equities 130

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

Valuation 52

Valuation IT Profitability Sale 52

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Sun Acquisitions

FEBRUARY 27, 2024

About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held companies.

Acquisitions 59

Acquisitions Mergers and Acquisitions Manufacturing Advisory 59

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Generally, these fall into two distinct categories of advisory firms or investment banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

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

The Deal

JANUARY 31, 2024

And as financing markets thaw and sellers become more flexible with valuations, 2024 will prove to be a busier year. “I do think we’re going to see the beginning of what we’d like to refer to as the valuation reconciliation,” Amster said.

Private Equity 59

Private Equity Capital Valuation Equities 59

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Here’s a tough fact to swallow, but it’s important that we make the statement: nearly half the agencies that owners bring to market are not sellable.

Insurance 52

Insurance M&A Valuation Advisory 52

Sun Acquisitions

APRIL 2, 2024

with advisory services throughout the diligence period. About Sun Acquisitions: Sun Acquisitions, headquartered in Chicago, is a premier mergers and acquisitions firm that assists clients with privately held companies’ confidential sales, acquisitions, or valuations.

Manufacturing 59

Manufacturing Sale Acquisitions Mergers and Acquisitions 59

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

Healthcare 147

Healthcare Investment M&A Investors 147

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

Lake Country Advisors

MAY 20, 2024

Some will founder due to poor integration, and others do because of inaccurate valuation. From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. Accurate business valuation. Extensive Experience Experience is paramount in M&A advisory.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 52

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

M&A 52

M&A Middle Market Valuation Consulting 52

Sun Acquisitions

FEBRUARY 24, 2023

With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions.

Middle Market 52

Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Trout CPA: M&A

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

Capital 52

Capital Advisory M&A Management 52

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. Teachers Insurance and Annuity Association of America (TIIA ) , TIAA acquired Nuveen, a mutual fund and advisory firm, from Windy City for $6.25

Valuation 40

Valuation Mergers Advisory Insurance 40

Sica Fletcher

FEBRUARY 8, 2024

S&P Global’s 2023 Market Intelligence League Table Released NEW YORK, NY - February 8, 2024 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 40

M&A S&P Insurance Advisory 40

Sun Acquisitions

APRIL 18, 2024

About Sun Acquisitions: Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held middle-market and main-street companies.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Food 59

Solganick & Co.

JANUARY 2, 2024

Valuation Issues : Setting an unrealistic valuation can deter potential buyers or lead to a disconnect between seller expectations and market realities. Valuation discrepancies often emerge from differences in perspective on the company’s future growth prospects or the technological landscape. About Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Sica Fletcher

APRIL 2, 2024

Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

Insurance 52

Insurance M&A S&P Broker 52

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Sun Acquisitions

FEBRUARY 26, 2024

We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Medical 52

Medical Mergers and Acquisitions Middle Market Acquisitions 52

Sun Acquisitions

MAY 2, 2024

About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held middle-market and main-street companies.

Acquisitions 59

Acquisitions Mergers and Acquisitions M&A Middle Market 59

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Lake Country Advisors

FEBRUARY 18, 2024

M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. An M&A advisor is an authority on valuation norms within your industry. It ensures that any valuation they put forth is robust, defensible, and aligned with the prevailing winds of market transactions.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Sun Acquisitions

APRIL 4, 2023

Sun also provided advisory services throughout the diligence period. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Advisory 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

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

Business 52

Business Sale M&A Negotiation 52

Trout CPA: M&A

JUNE 16, 2022

As valuations soften amid ongoing market volatility, private equity fund managers are turning to more strategic exit planning. Coming off a year of explosive mergers, acquisitions, and exits in a high-valuation environment, fund managers absorbing inflation and interest rate data may delay exits.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity Valuation Funds 52

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Valuations: Demonstrate your expertise in valuations, as it is a fundamental skill for investment banking professionals.

Investment Banking 52

Investment Banking Bank Banking Investment 52