How2Exit

JANUARY 13, 2024

rn About The Guest(s): rn Ronald Skelton is the host of the "How to Exit" podcast, where he interviews business owners, industry leaders, authors, mentors, and other influencers in the mergers and acquisitions space. He is an expert in this space and has learned a lot from his own experiences.

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Mergers and Acquisitions Business Shares Acquisitions 130

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). We've seen this before ,” Steve points out.

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M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

How2Exit

MARCH 11, 2024

b' E194: Navigating Business Success: Insights from Entrepreneur and M&A Expert Richard Tunnah - Watch Here rn rn About the Guest(s): rn Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. rn Professional advice and guidance are essential when navigating mergers and acquisitions.

M&A 130

M&A Business Mergers and Acquisitions Valuation 130

How2Exit

AUGUST 2, 2023

With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. rn Summary: rn Kurt Stein discusses the role of technology, specifically artificial intelligence (AI), in mergers and acquisitions. rn rn Quotes: rn rn "AI isn't scary. Let's dive in.

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Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

OCTOBER 11, 2023

She is also a partner with Stone Hill Advisors, a mergers and acquisitions firm, where she guides business owners through the complex process of letting go. rn Summary: In this episode of the How2Exit Podcast, host Ronald Skelton interviews Laurie Barkman, a business transition Sherpa and mergers and acquisitions expert.

Business 130

Business Mergers and Acquisitions Mergers Acquisitions 130

Devensoft

MAY 22, 2023

If you are looking for a way to maximize your return on investment, a reverse triangular merger might be the answer you are looking for. This complex yet powerful financial strategy is gaining popularity among businesses of all sizes, thanks to its ability to unlock significant tax benefits and streamline operations.

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Mergers Mergers and Acquisitions M&A IT 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

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Profitability Mergers and Acquisitions M&A Negotiation 130

Devensoft

MAY 25, 2023

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. In this article, we’ll explore the essential elements of a corporate restructuring plan, share insights on how to execute them effectively, and highlight some of the common pitfalls to avoid.

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Corporation Mergers Mergers and Acquisitions Acquisitions 52

How2Exit

NOVEMBER 6, 2023

In this article, we will explore the key themes discussed in the podcast and analyze their implications for IT entrepreneurs. In this article, we will explore the key themes discussed in the podcast and analyze their implications for IT entrepreneurs.

IT 130

IT M&A Mergers and Acquisitions Business 130

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. They provide a unique opportunity to secure funding from the seller, which can help bridge financial gaps and facilitate the purchase of a business. However, while these deals can be advantageous, they also come with risks.

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Mergers and Acquisitions Finance Finance Acquisitions 64

How2Exit

MARCH 31, 2024

Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million. b' E200: Buying or Selling a Small Business?

Business 130

Business Mergers and Acquisitions Securities M&A 130

How2Exit

FEBRUARY 12, 2024

Steve shares insights into the macro and microeconomic factors affecting mergers and acquisitions, including the impact of inflation, interest rates, and geopolitical events. rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

Mergers and Inquisitions

JANUARY 24, 2024

These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here. However, an upcoming video or Knowledge Base article might walk through the topic. How would you screen the market and use your network to find potential investments?

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

How2Exit

DECEMBER 22, 2023

He is passionate about small business entrepreneurship and has extensive experience in small business mergers and acquisitions. Buyers need to thoroughly examine the financials of a business to ensure that they accurately reflect its true value. Reconciled sets the standard for consistency and quality that you can count on.

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M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

SEPTEMBER 2, 2024

Cian O'Toole : Cian O'Toole is an accomplished chartered accountant with substantial expertise in mergers and acquisitions. This duo delves deep into the mechanics of acquiring businesses, navigating mergers and acquisitions (M&A), and the unique challenges faced by SMEs.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Devensoft

JUNE 13, 2023

Preparing for Post-Merger Integration or Divestiture In this chapter, we will discuss the steps that need to be taken before embarking on an M&A integration or divestiture transaction. Don’t have time to read the full article? Download the full article as a PDF. Get a copy to-go.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

How2Exit

AUGUST 28, 2023

rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. rn Introduction: The Birth of DueDilio rn Roman Beylin, the founder and CEO of DueDilio, stumbled upon the world of mergers and acquisitions (M&A) by accident.

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Mergers and Acquisitions M&A Business Acquisitions 130

Lake Country Advisors

JULY 25, 2024

Review the financial statements and business model. This review should cover income, balance sheets, and cash flow statements. Financial Due Diligence This aspect involves meticulously examining the company’s financial health to ensure you make a sound investment with no hidden financial risks.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. This article provides a modern M&A due diligence guide and best practices for conducting due diligence in today’s business environment.

Economics 98

Economics M&A Management Financial Statement 98

Mergers and Inquisitions

MAY 29, 2024

This article will focus on careers and recruiting , while the accompanying YouTube video will discuss the technical/modeling aspects in more detail. We don’t have space in this article to cover technical questions, but we may publish a separate feature on this topic. For Project Finance, though, cash flow is king.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. Strategic corporate development involves a systematic and disciplined approach to M&A, starting from identifying potential targets to post-merger integration.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. The hierarchy follows the one in the hedge fund career path article. Practical experience is king with commodities.

Funds 119

Funds Finance Finance Trading 119

Cooley M&A

OCTOBER 25, 2018

Merger vs. SPA structures: Acquisitions of private Delaware corporations are most commonly structured as triangular mergers whereby the acquiring company forms a new acquisition subsidiary that merges with the target company. No individual stockholder of the seller has to be a party to the merger agreement. You say… (UK).

M&A 40

M&A Mergers and Acquisitions Financial Statement Government 40

RKJ Partners

AUGUST 6, 2017

For the purposes of this article, we will focus on valuation from the perspective of a merger and acquisition transaction, and specifically from the viewpoint of a buyer evaluating a business for sale. As a result, a buyer’s view of the valuation may need to be refined multiple times as additional seller information is provided.

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M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Devensoft

MAY 19, 2023

In this insightful article, we delve into the realm of acquisitions, focusing on reviewing 10 characteristics of successful deal targets. Cultural Alignment : Consider cultural compatibility to facilitate post-merger integration and collaboration. Are you looking to enhance the efficiency of your M&A process?

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Mergers and Acquisitions M&A Acquisitions Management 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Majority Shareholder (wallstreetmojo.com) The majority shareholders enjoy decision-making power in the company as major decisions require their approval. Recommended Articles This article has been a guide to Majority Shareholder and its meaning.

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Financial Modeling Financial Models Valuation Shares 52

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. Identify the types of deals that align with your strategic objectives, such as horizontal, vertical, or conglomerate mergers.

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M&A Consulting Mergers and Acquisitions Valuation 130

What's Market

OCTOBER 3, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. The chart below shows these trends.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Negotiation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. appeared first on Mergers & Inquisitions. What Do You Do as a Fixed Income Research Analyst or Associate?

Equities 59

Equities Debt Asset Management Recruitment 59

Wall Street Mojo

JANUARY 15, 2024

To achieve this objective of retaining employees, employers offer a valuable financial incentive, which the former should be in a position to accept. Article Link to be Hyperlinked For eg: Source: Golden Handcuffs (wallstreetmojo.com) Golden handcuff is a significant measure that companies adopt to not lose their most productive employees.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Mergers and Inquisitions

JULY 19, 2023

More differences emerge when you compare long-only hedge funds to long-only asset management: Investment Analysis and Financial Modeling You complete similar analyses and financial models at any “fundamental” firm ( long/short equity , long-only, activist , event-driven , etc.). appeared first on Mergers & Inquisitions.

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Funds Asset Management Management Equities 52

IBG

JANUARY 31, 2023

For someone considering a merger or the purchase of a business, document review and the answers to due-diligence questions are critical. We routinely recast the business’s financial statements to show its true earnings in a form that buyers expect,” said Frye.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

Devensoft

JUNE 5, 2023

Within this article, we shall explore a range of practical insights and strategies to identify and harness accretive opportunities amidst the unforgiving terrain of a highly competitive market. It’s essential to identify these risks and challenges and develop strategies to mitigate them.

Business 52

Business M&A Acquisitions Food 52

Devensoft

JUNE 15, 2023

n mergers and acquisitions (M&A), strategic recapitalization is an increasingly popular tactic that can help businesses maximize their success. Essentially, strategic recapitalization involves changing a company’s capital structure to achieve specific financial goals, such as reducing debt or improving cash flow.

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M&A Debt Capital Mergers and Acquisitions 52

Devensoft

JUNE 6, 2023

Don’t have time to read the full article? Part of doing your due diligence is researching whether your merger must adhere to any relevant regulations in the area. Investigate how specific mergers may be affected by a larger market. You will want to know how compensation and benefits will be affected by the merger.

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M&A Mergers and Acquisitions Valuation Profitability 52

Mergers and Inquisitions

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. the Hart-Scott-Rodino (HSR) Act requires firms that complete a merger to report the deal to the government, assuming they have revenue or assets above certain thresholds.

Private Equity 105

Private Equity Equities Finance Finance 105

PCE

MAY 20, 2025

One of the most impactful areas to focus on is your companys financials. Whether you're exploring a full exit, partial sale, or merger, prospective buyers will rigorously evaluate your financial statements and reporting processes to assess value, risk, and growth potential.

Sale 52

Sale Business Financial Statement Profitability 52