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Eyes on the exit: Selling PE portfolio companies in complex markets

JD Supra: Mergers

By: White & Case LLP

Portfolio 171
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M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

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.

M&A 130
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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more

CNBC: Investing

"We are upgrading PNC shares from Market Perform to Outperform, increasing our EPS estimates following recent commentary at an investor conference, and establishing a $220 price target." " UBS upgrades KeyCorp to buy from neutral UBS says the regional bank company is "building momentum."

Stock 83
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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems

Beyond M&A

On paper, the business was solid—around 100 people, strong growth, and a healthy customer base. He was exceptionally strong in creativity, risk-taking, and building things from scratch. Why This Matters to Investors and Founders For investors, tech team friction can look like execution risk. It’s the team. The problem?

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Difficult Roads Lead to Beautiful Destinations: What Buyouts Reveal About Growth

Beyond M&A

At Beyond M&A, we regularly meet leadership teams, especially in buyout scenarios, who are about to experience the full impact of Institutional Investor governance for the first time. The rhythm of the business changes. Consistency – helps build trust as you scale. A must-read for anyone raising funds or building for exit.

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Strandberg: How Real Estate Can Unlock Hidden Value

Focus Investment Banking

When most tire dealers begin thinking about selling their business, their focus is often on operations: clean books, strong margins and retaining key technicians. The truth is, for many sellers in today’s market, the real estate on which their dealership sits can be worth just as much — if not more — than the business itself.