How2Exit

DECEMBER 11, 2023

rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to have the books in order before putting the business up for sale. This includes removing any personal expenses, such as vehicle leases and phone bills, from the books.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

JUNE 26, 2023

Concept 4: Get A Business Broker However, not all business owners are aware of the importance of cash flow analysis and documenting their business cycles. This is where the role of a business broker comes in. A business broker is a professional who specializes in buying and selling businesses.

Business 130

Business Sale Broker Mergers and Acquisitions 130

How2Exit

MAY 2, 2023

This is the amount of debt that a business can take on in order to finance an acquisition. When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet. This will help to build trust between the employees and the new owner.

Sale 130

Sale Business Book-building IT 130

The TRADE

OCTOBER 4, 2023

Jonathan Cross, general manager of EMEA at LiquidityBook, said: “Our clients range from start-up hedge funds and large, established asset managers to broker-dealers, outsourced trading desks and software vendors. The Messer financing engine fit smoothly into LBX’s services-based architecture, enabling a seamless integration.

Portfolio Management 59

Portfolio Management Architecture Accountant Portfolio 59

The TRADE

OCTOBER 18, 2024

Bigger and better Just five years ago when JP Morgan surpassed $500 billion in prime brokerage balances, the bank’s head of global head of prime finance, Jonathan Cossey, quipped: “Next stop, one trillion!”. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% in April 2023, to 92% in 2024.

Broker 69

Broker Funds Bulge Bracket Bank 69

How2Exit

FEBRUARY 23, 2023

You must be willing to explore different sources for deals, build relationships within your industry or niche, and reach out directly to business owners. Empathy involves understanding the other party’s perspective, building rapport, and using effective communication. Using effective communication is also important.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

AUGUST 22, 2023

It requires thorough due diligence, negotiations, and building relationships with sellers. Networking and relationships: Building relationships with business owners looking to exit is crucial in the acquisition process. Participants are encouraged to use brokers to access a wide range of deals and gain exposure to different industries.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone.

Business 52

Business Sale Broker IT 52

How2Exit

AUGUST 28, 2023

He has a background in finance and investment banking and started his own business before launching DueDilio. Initially starting his career in traditional finance as an investment analyst, Beylin eventually ventured into entrepreneurship, selling alternative data to hedge funds.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

JULY 24, 2023

Frankfurt is spoken about as a trading hub but it’s not the largest talent pool for traders in Europe, so a lot of effort goes into building up juniors because the free-floating talent is very limited. If you want top talent you need to invest to keep them on the platform. Finding traders is the easier part.

Trading 52

Trading Portfolio Management Asset Management Management 52

Sun Acquisitions

OCTOBER 5, 2022

54% of brokers say it takes anywhere from 6 to 11 months for a business to sell. If the business is indeed in trouble, it’s key that you first attempt to raise its profile by boosting sales, building a stronger client base, and accruing regular revenue. Step 4: Hire a qualified business broker. Timing is everything.

Business 52

Business Broker Valuation Sale 52

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. The platform connects investors with borrowers through loans, credit cards and car finance.

Insurance 52

Insurance Bank Banking Funds 52

Focus Investment Banking

MAY 23, 2024

Drilling down into specifics, 19% of the deals died because the transaction couldn’t get financed; 17% died because the quality of earnings report, which is typically funded by the buyer, came back with substantially lower EBITDA; and 12.8% To familiarize yourself on the process, I encourage you to read my book “Buy, Build, Fix, Sell.”

Business 52

Business Book-building Profitability Sale 52

Focus Investment Banking

JANUARY 27, 2025

He’s, in my opinion, one of the best operators in the industry, and today he will share insights into scaling a business, building a winning culture, and navigating the sale of a rapidly growing MSO. And then I think just building, again, the stores were phenomenal, but building a corporate probably before I need it.

M&A 52

M&A IT Book-building Acquisitions 52

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. Clean Financials Win Deals – Having a finance-savvy team member who can explain your numbers is more valuable than having the best broker in the world.

Business 130

Business Book-building Professional Services S&P 130

How2Exit

MARCH 17, 2025

With a background in real estate and finance, he now specializes in helping aspiring entrepreneurs secure funding and find the right business or franchise to acquire. His latest project is his book Paycheck to Freedom , co-authored with Tom Wheelwright, aimed at guiding people from employment to business ownership.

Business 130

Business Finance Finance Private Equity 130

The TRADE

DECEMBER 24, 2024

The key lies in leveraging venue-neutral, multi-channel technology to build a robust distribution platform. Also, the velocity of the underlying market has increased which means that banks using Excel to manage their FX swaps books are now turning to technology solutions to keep pace.

Trading 85

Trading Electronics Bank Banking 85