Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
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JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
How2Exit
JULY 15, 2025
Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form. Small deals can be harder than big ones – Smaller firms often have more emotional barriers to M&A, requiring deeper relationship-building upfront. How you build systems.
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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.
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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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?
Beyond M&A
AUGUST 1, 2025
It starts: When you build a culture that shares problems early When your tech scales without heroics When you stop pitching upside and start explaining downside well When your financial model reflects reality, not hope The exit is not the end. What made Alex compelling wasn’t just the planning. ” He ran a company worth acquiring. .”
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.
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.
CNBC: Investing
JULY 8, 2025
" UBS upgrades KeyCorp to buy from neutral UBS says the regional bank company is "building momentum." " KeyBanc reiterates Apple as sector weight Key says it's sticking with its sector weight rating on the stock.
Mergers and Inquisitions
JANUARY 22, 2025
At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books.
Beyond M&A
JUNE 25, 2025
Consistency – helps build trust as you scale. Three Books for the Road Ahead Here are three books we’ve seen make a real difference in this journey (disclaimer: all of the authors are friends on mine): 💰 Investable Entrepreneur by James Church Perfect for bridging the language gap between investors and operators.
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.
CNBC: Investing
JUNE 24, 2025
When you layer options on top of this mindset, you can build a powerful and structured trading system. I dive into the full strategy in detail in my book Mean Reversion Trading , and you'll find tons of real-world trade examples on my site. For this particular setup, I'm focusing on Mastercard (MA).
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.
CNBC: Investing
AUGUST 2, 2025
The high costs associated with building and maintaining in-house data centers combined with fluctuating data needs allows colocation companies like Equinix to thrive. Equinix has had record bookings from the tailwinds of artificial intelligence and hyperscaler growth over the past few quarters.
Sun Acquisitions
JANUARY 8, 2025
Standard marketing steps include developing a compelling pitch book or confidential information memorandum that highlights your businesss strengths, qualifying potential buyers to ensure theyre serious and sufficiently capitalized and handling all inquiries and negotiations discreetly.
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.
The TRADE
JUNE 12, 2025
This increased transparency has helped build confidence among retail investors, providing clarity on how their orders are processed and executed. Furthermore, we have also seen brokers take more inventory onto their books in response to demand from Nutmeg’s customers.
Focus Investment Banking
AUGUST 4, 2025
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.
JD Supra: Mergers
AUGUST 8, 2025
Build a Morning News Digest: Easy, Custom Content, Free! [Hot Topic] Artificial Intelligence [Hot Topic] Employer Liability Issues Latest IMMIGRATION News & Updates Stay Informed: Popular Reads on JD Supra Meet JD Supras Top Authors! hide - hide Back to Top Home What Is JD Supra?
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.
Focus Investment Banking
JULY 10, 2025
Something in our pre show call we talked about was the importance of managing by data and structure rather than building your operation and managing your operation on gut feel. And so management walking around also involves building relationships with those techs and saying, hey, what could we be doing better to help you do better?
Focus Investment Banking
JULY 10, 2025
When most tire dealers begin thinking about selling their business, their focus is often on operations: clean books, strong margins and retaining key technicians. If you hadn’t locked in that lease, the building might be appraised as a general-use commercial property or discounted due to perceived risk.
CNBC: Investing
JUNE 21, 2025
Meanwhile, ServiceNow looks attractive as it continues to acquire AI-centric companies and build AI functionality into its products, he said. " Ridesharing stock Uber could provide another good opportunity for investors, Miller said, due to its strong ad business, rising bookings growth and robust margin expansion and free cash flow.
Razorpay
JULY 23, 2025
For UK account holders, cheque books provide another reliable source, with the sort code printed at the bottom of each cheque. This empowerment allows entrepreneurs to focus on what they do best – building and growing their businesses – while leaving the payment infrastructure challenges to the experts.
Beyond M&A
AUGUST 12, 2025
The Books That Supported the Conversations Three recommendations stood out — each tackling a different dimension of the leadership puzzle: Boundaries: How to Draw the Line in Your Head and Heart — A reminder that not all demands on your time deserve a “yes,” and that sustainable leadership starts with self-preservation.
Mergers and Inquisitions
MAY 14, 2025
Its effects are less direct in verticals such as data centers and renewables, but if theres a disruption to trade, such as a tariff apocalypse , these sectors will be hurt because it will become more expensive to build and maintain assets. It takes a long time to find these examples, especially for non-U.S.
Focus Investment Banking
JUNE 13, 2025
Last month, I discussed the importance of shifting your mindset from that of an owner to an operator to help ensure the long-term success, scalability and commercial viability of the business that you’ve worked so hard to build. They build organizations that can operate, grow and thrive without them. They lead instead of run.
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?
Razorpay
JUNE 18, 2025
These costs usually happen when someone pays for something on behalf of the company, like booking a cab for a client meeting, buying office supplies, or paying for lunch during a work trip. This comes under salary reimbursement and helps support employee health and skill-building. This is different from a refund.
Razorpay
JUNE 24, 2025
These vouchers are hosted, sold, and tracked online—building direct relationships with diners and reducing dependence on food delivery aggregators. Prepaid Vouchers That Drive Loyalty Using Razorpay’s checkout stack, Absolute Barbeque launched discounted vouchers (e.g., 4 meals for ₹850) that customers can gift or redeem across any outlet.
Growth Business
AUGUST 8, 2025
The firm took expertise from labs of Edinburgh University to build image recognition technologies for consumer packaged goods. Appointedd [link] Appointedd is a cloud-based online booking platform for SME and enterprise businesses. The firm completed a Series A funding round in April 2025 for $7.8 million (£5.9
Focus Investment Banking
JULY 25, 2025
So I continued to build my craft and then graduated, couldn’t get a job, went to apply for a, a job at a dealership Body Shop. And then if you want to pick up and do your own daily books, great, go do that. I mean you, I mean, I ordered a book last night and it came this morning. I didn’t even get an interview.
Focus Investment Banking
AUGUST 6, 2025
We’re scratching our heads and we, we looked and we’re like, man, we’re an independent repair shop with a Volvo sign on the building. So, you know, the game of growth and building to me is fun and it also allows me to attract high caliber team members that want to build because my dream has to be bigger than yours.
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.
Focus Investment Banking
JULY 31, 2025
I have some of the books that we’ll talk about later on on my phone in my Kindle app right now. I want to dive deeper later in our conversation into the books as I referenced, but in your book The Future of Mobility, you describe a fundamental shift in how people move and how vehicles fit into that. In our show notes.
Focus Investment Banking
JUNE 13, 2025
And so it’s just it’s like building a house. Through a level of efficiencies in relationship building and building culture, we were able to continue to grow the business. Josh, you mentioned something that I noted down along the lines of building the foundation before you build the skyscraper on up.
Focus Investment Banking
JUNE 18, 2025
From building a local brand that stands out, to effectively reaching your ideal customers, Micki brings practical, proven insight for shops of all sizes—especially those trying to compete with national consolidators. Put faces to names and faces to services and it seems like a no brainer in building rapport. I know you.
Cisco: M&A
JULY 23, 2025
This openness empowers integration partners, software vendors, and even customers to build and share their own integrations, driving a vibrant and growing ecosystem around Cisco XDR. Read the e-book, see the video, dive into the infographic and more. Get expert perspectives now Why Cisco Security?
Cisco: M&A
JULY 7, 2025
Our ultimate hope is that, when this list is revisited in another decade, none of the current problems remain unsolved or unaddressed—that real progress will have been made in building a safer and more resilient cyber future.” Read the e-book, see the video, dive into the infographic and more.
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.
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?
Cisco: M&A
JULY 24, 2025
Trust and Transparency: The detailed methodology and transparent reporting builds trust, allowing you to make informed decisions about your security investments. Read the e-book, see the video, dive into the infographic and more. Get expert perspectives now Why Cisco Security?
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