Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
Book-building Related Topics 
[Audio] Embracing Change & Community: The Keys To Startup Success With Chris Heivly
JD Supra: Mergers
JULY 17, 2024
How can a founder transition from a successful entrepreneur, to empowering other entrepreneurs by becoming a key figure in building startup communities?
Book-building 
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Trending Sources
Automattic acquires relationship manager Clay to add an identity layer to online tools
TechCrunch: M&A
JUNE 12, 2025
Clay’s software, launched in 2021 , is something of a smarter address book or personal CRM, letting users organize the people they know and keep up with their latest updates by pulling in data from services like LinkedIn, Facebook, WhatsApp, and X, as well as address books and calendars.
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💡 What Barbie Taught Me About Business, Family, and What Really Matters
Beyond M&A
JUNE 18, 2025
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. It’s what gives the book its emotional honesty.
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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough
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Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.
What’s Fear Got To Do With It?
H. Friedman Search
APRIL 17, 2025
The only way is to take a good look at your book of clients and ask yourself, Are they your clients or the firms clients? If they arent yours, the next question is, Can you build new and better clients because of the new platform you will be representing?
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How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)
How2Exit
JUNE 23, 2025
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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Go1 snaps up speed reading app Blinkist to expand in enterprise learning
TechCrunch: M&A
MAY 8, 2023
First, it is snapping up Blinkist , a startup out of Berlin that had built a platform to discover and read abbreviated versions of longer non-fiction books — “Blinks” that typically take no more than 15 minutes to read or listen to. Seim is far from concerned about this, though. Key insights have always been a commodity.”
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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems
Beyond M&A
JULY 4, 2025
He was exceptionally strong in creativity, risk-taking, and building things from scratch. We’ll send you: A personalised report A snapshot of how you complement—or conflict—with each other A free copy of People First , our guide to building stronger tech teams What Conflicts Have You Faced? The problem? Just insight.
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📵 Analogue Sundays: Escaping Screens
Beyond M&A
JUNE 20, 2025
They read their books. We just need to build in better rhythms. The books, the places, the rituals—they’re all for me to break my habits so I can fully enjoy them. Let’s build better defaults—together. Last weekend it was the Wellcome Collection. Coffee, cake, stylish calm. Their eyes lit up. And if they finish one?
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Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey
How2Exit
NOVEMBER 12, 2023
b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.
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Book Review: “Lost and Founder” by Rand Fishkin
Beyond M&A
SEPTEMBER 28, 2023
It’s this transparency that not only builds trust in his message but also sets a real, relatable tone for the reader. Navigating Startup Growth: Offering insight into the hurdles and setbacks Moz faced, the book emphasizes that growth is not always smooth or guaranteed.
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The Great Game of Business: Teaching Financial Literacy and Ownership
How2Exit
NOVEMBER 8, 2023
He explains the concept of open book management and how it can demystify financials for employees. rn Steve and Ron discuss the challenges faced by businesses and the need to build a great company. They stress the importance of aligning education, accountability, and incentives to the goal of building a great company.
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7 Things We Learned About Entrepreneurship By Interviewing Dana Derricks - Author of Multiple Books, 3 Time 2 Coma Club Winner, and Goat Farmer
How2Exit
MARCH 9, 2023
After college, Dana continued to build his business and invested heavily in self-education. Concept 2: Write Books Quickly And Easily Dana's experience with writing books also speaks to the potential of writing books quickly and easily. Dana's experience speaks to the potential of writing books quickly and easily.
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The Business Transition Handbook: Navigating the Path to Success W/ Laurie Barkman
How2Exit
SEPTEMBER 18, 2023
She is also the host of the "Succession Stories" podcast and the author of the book "Business Transition Handbook." The book "Business Transition Handbook" is a valuable resource for business owners, family businesses, next-gen leaders, and acquisition entrepreneurs who are looking to navigate the complexities of business transitions.
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LSEG launches historical analytics for bonds via Snowflake
The TRADE
DECEMBER 19, 2024
The new offering combines LSEGs pricing services with Yield Book analytics to create pricing information for around 2.9 The combination of Yield Books trusted, in-depth analytics and LSEGs expertise in evaluated pricing delivers a robust and comprehensive suite of tools to empower clients, said Emily Prince, group head of analytics at LSEG.
From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits
How2Exit
MAY 19, 2025
Today, he helps small business owners prepare financially for growth, funding, and exits, specializing in turning messy books into stories buyers want to hear. Sloppy Books Kill Value – Underreporting income to avoid taxes might save you 30 cents today but cost you $3 per dollar at exit. Sophisticated buyers will catch it.
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Xetra expands new retail trading offering with ETFs service
The TRADE
APRIL 25, 2025
The new retail data offering also includes real-time order book depth data of all ETFs and ETPs traded on Xetra. The new ETF retail trading offering builds on the equities service launched by Xetra last year. Launched in March, the new service is designed to offer automatic price improvement over Xetra reference market prices.
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Book Review: “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs” by Uri Levine
Beyond M&A
SEPTEMBER 15, 2023
A Distinctive Voice in the Startup Literature Having had the privilege of delving into countless books on technology, startups, and the philosophy of problem-solving, it’s rare that one resonates deeply and prompts changes to the way you think about product development.
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David Dodson: OG Of SearchFunds, Created and Teaches ETA for Stanford GSB Shares ETA Success
How2Exit
OCTOBER 29, 2023
He is also the author of "The Manager's Handbook," a best-selling book in the business space. Dodson also highlights the five key skills that successful managers possess, including the ability to build a team, seek and take advice, be a good custodian of time, set and adhere to priorities, and have an obsession with quality.
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The Art of Problem-Loving: Unlocking Success in Tech Startups
Beyond M&A
APRIL 30, 2023
However, many miss a crucial component of building a successful tech startup: the need to “fall in love with the problems.” Previously spending years building tech platforms that become smarter and more impressive as the grow but smarter people have been more customer focused. I know, as I’ve been there.
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M&A Blog #17 – valuation (Comparable Company)
Francine Way
JULY 13, 2017
Building the proforma income statement, proforma balance sheet, and Free Cash Flow to Firm (FCFF). While different valuation professionals differ on which multiples to use based on the target’s industry, and so on; a few multiples have became analysts favorites: TEV/Revenue, TEV/EBITDA, and TEV/Tangible Book Value.
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Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy
How2Exit
APRIL 22, 2024
b' E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy - Watch Here rn rn About the Guest(s): rn Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build."
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7 Things I Learned from Lana Coronado - Author and Chair for MBH who have acquired 25 companies in less than 2 years.
How2Exit
FEBRUARY 26, 2023
Lana also co-authored a book about investing in real businesses. The book covers the steps that can be taken to make a business worth buying, such as understanding the market, preparing for the sale, and understanding the legal aspects of the transaction. Concept 3: Network to build relationships.
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10 Things We Learned About Business Success By Interviewing Sharon Brown - an Investor, Speaker and Launch Fanatic
How2Exit
MARCH 14, 2023
She noted that social media had been a “lightning rod of just awareness” Brown also recommended the book “The 80/20 Principle” by Richard Koch, which she said is “phenomenal” and has “clear lessons” that can help entrepreneurs. Concept 5: Success Leaves Clues Success does not come easy.
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12 Concepts We Can Learn About Buying VS. Building a Business on How2Exit's Interview W/ Walker Deibel
How2Exit
MAY 22, 2023
Walker Diebold, bestselling author of “Buy Then Build: How to Acquisitions Entrepreneurs Outsmart the Startup Game,” experienced the stock market firsthand as a stockbroker and learned valuable lessons from his experiences. In 2018, Walker released his book “By Then Build” which was inspired by this idea.
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Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition
How2Exit
JULY 29, 2024
She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell. Start with small items and work up to larger deals."
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Joanna Oakey: Navigating Emotional Dynamics in M&A Deals
How2Exit
NOVEMBER 20, 2023
She emphasizes the need for buyers to have emotional intelligence (EQ) and to build rapport with sellers in order to create win-win deals. rn Building rapport and trust with sellers is essential for buyers to create win-win deals. rn Building rapport and trust with sellers is essential for buyers to create win-win deals.
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It’s Only A Shifting Of Seats – Again!
H. Friedman Search
JANUARY 11, 2024
Firms held meetings in major cities to meet with the released bankers and have already strengthened their ranks in building their teams. You can find our listing in the “supplier and services” section of the Red Book under the title of “executive recruiting.” So, were all these people laid off due to firms exiting the field?
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IEX firms up launch date for new options exchange
The TRADE
APRIL 16, 2025
The firm announced the launch of the US options exchange in September 2024, and efforts have already been made to expand IEXs options team, file the proposed rule book with the US Securities and Exchange Commission (SEC) and maintain engagement with regulatory authorities and industry stakeholders.
Cisco Live San Diego – that’s a wrap!
Cisco: M&A
JUNE 18, 2025
2 min read Eric Knipp Another great Cisco Live is in the books. Skip to content Cisco Blogs / Cisco Customer Experience / Cisco Live San Diego – that’s a wrap! June 18, 2025 Leave a Comment Cisco Customer Experience Cisco Live San Diego – that’s a wrap! Definitely more olive and less grapefruit.
BMLL data made available through Nasdaq Data Link
The TRADE
MAY 14, 2024
The consolidated order book consists of all lit quotes across the primary venues and MTFs that trade Nordic and Baltic securities with the corresponding original place of listing. The availability of BMLL data via Nasdaq Data Link builds on top of the two firms’ existing relationship.
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Barbara Schenck Shares Tips on Preparing a Small Business for Sale
How2Exit
OCTOBER 9, 2023
She has written several books, including "Small Business Marketing Kit for Dummies," "Branding for Dummies," and "Business Plans Kit for Dummies." rn Getting a business ready for sale involves building a strong team, getting finances off the owner's shoulders, and ensuring clients are comfortable working with someone other than the owner.
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PODCAST/VIDEO REIVEW: CODIE SANCHEZ: The RICH don’t want you to know this
How2Exit
OCTOBER 2, 2023
She highlights the ease of buying profits compared to building them and encourages listeners to work smarter, not harder. rn It is easier to buy profits than to build them, and the key is to leverage other people's money through leveraged buyouts (LBOs). rn rn Quotes: rn rn "Easier to buy profits than it is to build them."
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LMAX Group given green light for NDF trading in both Singapore and London
The TRADE
NOVEMBER 22, 2023
Through this move and the launch of NDFs, LMAX clients will be able to hedge their FX exposure against non-convertible currencies on a central limit order book (CLOB). The approval came from the Monetary Authority of Singapore (MAS) which granted the exchange a recognised market operator (RMO) licence.
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Guide to Selling Your Business on How2Exit's Interview W/ Jay Rodgers
How2Exit
SEPTEMBER 4, 2023
He highlights the value of clean books and the benefits of getting a quality of earnings report before selling a company. rn Clean books add value to a company and make it more attractive to buyers. rn Clean books add value to a company and make it more attractive to buyers.
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UK’s Vodafone to sell remaining 3% stake in India’s Indus Towers
Global Banking & Finance
DECEMBER 4, 2024
million shares in Indus Towers through an accelerated book build offering. (Reuters) -Vodafone Group will sell its remaining 3% stake in Indian telecom infrastructure developer Indus Towers, the British telecom group said on Wednesday. The British firm said it has launched a placing of its remaining 79.2
Exit Planning Through an Investment Banker’s Lens
Focus Investment Banking
MARCH 10, 2025
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. ’ Youve likely spent 30 to 40 years building your current assets and net worth.
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Euronext launches daily options on the CAC 40 index for short-term trading strategies
The TRADE
FEBRUARY 26, 2024
The new offering builds upon Euronext’s launch of daily options on the AEX index in 2008. A full range of maturities on France’s top blue-chip stocks in the central order book will become accessible to investors, from daily to five years.
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The Power of Conversation: 11 Valuable Lessons from My Interview with Marc Morgenstern, Author, Mentor and Capitalist - Author of The Soul of the Deal
How2Exit
MARCH 10, 2023
Ron Post Show notes: At the time of this interview, I was already knee-deep in the outline and had started writing a collaborative book building Rapport. Concept 2: Listen to Build, Not Tear Down Morgenstern's experience as an entrepreneur, venture capitalist, and author has given him a unique perspective on success.
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Want to Know How to Dominate Negotiations? Master Negotiation Secrets: Unlock Deals Like a Pro
How2Exit
DECEMBER 16, 2024
He has also authored several books on negotiation, including Beyond Negotiating From Fear to Fearless , Beyond Negotiating Influence Rapport Results , and Evolve or Be Slaughtered: Negotiation for the 21st Century. Effective negotiation requires balancing empathy and strategy, particularly in complex, multi-party business transactions.
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Building a Digital Empire: Michael Swigunski’s Journey from Digital Nomad to SaaS Entrepreneur
How2Exit
OCTOBER 21, 2024
E250: Building a Digital Empire: Michael Swigunski’s Journey from Digital Nomad to SaaS Entrepreneur - Watch Here About the Guest(s): Michael Swigunski is a global entrepreneur, author, TEDx speaker, and digital nomad. Michael is also the founder of Global Career, a platform that empowers individuals to live and work remotely.
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Trial Balance
Wall Street Mojo
JANUARY 18, 2024
It may also be stated as a statement of the total debit and credit balances extracted from the various accounts in the ledger to examine the mathematical exactness of the books. At the end of every accounting period the accounting books are to be closed and preparing the trial balance is the first step towards it.
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Paul Neal Discusses Wealth Building by Owning Business Property
How2Exit
JUNE 16, 2024
E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."
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