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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Consistently book expenses to the appropriate line item.

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How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. Sloppy books erode it instantly.

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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more

CNBC: Investing

" Raymond James upgrades PNC to outperform from market perform Raymond James says the regional bank is well positioned. " Deutsche Bank upgrades General Dynamics to buy from hold Deutsche says the defense company has a robust balance sheet. Meta leadership taking decisive action to fortify its AI bets."

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Xetra expands new retail trading offering with ETFs service

The TRADE

Transaction fees for retail executions have been reduced by Xetra, subject to the investor’s bank or broker participating in the service. The new retail data offering also includes real-time order book depth data of all ETFs and ETPs traded on Xetra. It will also serve as a launching pad for further innovation in the future.

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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

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💡 What Barbie Taught Me About Business, Family, and What Really Matters

Beyond M&A

I didn’t expect a book about Barbie to leave me close to tears. But Barbie and Ruth by Robin Gerber – the story of Ruth Handler, the fiercely driven co-founder of Mattel and the creator of Barbie – is perhaps the only business book where the ending felt tragically sad. I’d rather have smiling daughters than a swollen bank balance.

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How Mike Lampert Grew New England Truck Center Through Acquisitions

Focus Investment Banking

Mike Lampert: Right now our main focus, I mean we do towing heavy truck repair, we build and sell tow trucks. Chandler Kohn: Are you keeping the same logos on the building or are you rebranding? Even if they have like we go and get them a a good offer, they’re really concerned to make sure that sign stays on the building.