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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CNBC: Investing
JULY 8, 2025
"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."
Mergers and Inquisitions
JANUARY 22, 2025
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.
Beyond M&A
JULY 4, 2025
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?
Beyond M&A
JUNE 25, 2025
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.
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. 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.
CNBC: Investing
JUNE 21, 2025
CNBC Pro asked five investors for their top five stock picks heading into the second half of 2025. The most popular stock among these professionals was Nvidia, with three investors highlighting the chipmaker. Two investors also singled out Amazon and Newmont as potential winners. Skip Navigation Markets Pre-Markets U.S.
Mergers and Inquisitions
MAY 14, 2025
Yes, electric charging stations are infrastructure, but EV companies main business is manufacturing and selling cars, and cars are consumer discretionary items. However, they all relate to an assets ability to pay or repay its investors. How Do Banks Classify Their Infrastructure Teams?
How2Exit
MARCH 14, 2023
Sharon Brown, an investor at Angel Investor Too, is an expert in this field and has identified five different types of products or services that entrepreneurs should be aware of. This type of product or service is essential for a business to function properly and, if not implemented correctly, can lead to serious consequences.
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. Army soldier, engineer, and pilot.
How2Exit
JULY 29, 2024
E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. based clients.
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. He decided that he wanted to reverse this equation and buy a business instead.
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.”
How2Exit
MAY 20, 2024
b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.
How2Exit
MARCH 15, 2023
Growing up in Serbia, Zoran was groomed by his father, who had a large business in Libya, to be in control of his own destiny. At the age of 21, Zoran started his own business, not knowing much about the business world but believing that he could make it work. The same is true for any business.
How2Exit
MARCH 2, 2023
In business, you have to make your own season and create your own agenda. When starting a business, it's important to focus on one industry. Scotty, a successful entrepreneur, started his business journey by trying several different industries. Overall, it's important to focus on one industry when starting a business.
How2Exit
OCTOBER 15, 2023
Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He has extensive experience in entrepreneurship, sales, and marketing, and has successfully acquired and grown multiple businesses.
How2Exit
MARCH 21, 2023
10 Concepts You and I Can Learn About Buying Businesses in the UK From How2Exit's Interview With John Andrews - London Attorney. Ron Concept 1: Conduct Due Diligence Conducting due diligence on UK businesses is an important step in the process of buying or selling a business.
How2Exit
OCTOBER 29, 2023
Ron 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): David Dodson is one of the original search funders, a retired investment banker, investor, and CEO of multiple companies.
How2Exit
FEBRUARY 23, 2023
The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.
How2Exit
DECEMBER 11, 2023
b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.
How2Exit
APRIL 25, 2023
Ron Concept 1: Start Businesses, Take Risks Starting a business is a risky endeavor, but it can also be incredibly rewarding. Taking the leap to start a business requires a certain level of courage and risk-taking, but it can also be the key to unlocking personal and financial success. Wald is a great example of this.
How2Exit
MARCH 9, 2023
Ron Concept 1: Start A Business Early Starting a business early can be a great way to gain experience and financial independence. After college, Dana continued to build his business and invested heavily in self-education. Dana's story is a great example of the potential benefits of starting a business early.
How2Exit
MARCH 22, 2023
Ron Concept 1: Start Small For Big Returns Starting a business can be a daunting task, but it doesn't have to be. Chris Daigle, an expert in small to medium-business acquisitions and mergers, has made a career out of helping businesses scale quickly and make growth easy.
How2Exit
FEBRUARY 26, 2023
Concept 1: Maximize business value when exiting. Exiting a business is a major decision that requires careful planning and consideration. It is important to maximize the value of the business when exiting, in order to ensure that the process is as successful as possible. Concept 2: Invest in real businesses.
How2Exit
OCTOBER 2, 2023
b' rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses.
How2Exit
JUNE 20, 2023
The Top 20 SMB (Main Street) M&A Influencers to Follow in 2023 and other Resources Here are the top people to follow if you are into or looking to get into buying, growing, and selling small businesses. Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity.
How2Exit
MARCH 1, 2023
Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. The process of buying and selling a small business is complex and requires a lot of pieces to be put together. It takes time to put the puzzle together and to put the deal together.
How2Exit
MARCH 18, 2023
Ron Concept 1: Start Small, Dream Big When it comes to starting a business, it is easy to be overwhelmed by the thought of the potential risks and obstacles. With fifteen years of experience starting, growing, buying, and selling businesses, Jeanette is passionate about building value in a business through innovation and empowering people.
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. Morgenstern got his start in the business when he began selling encyclopedias door to door. He believes that the key to success is to listen to build, not tear down.
How2Exit
MAY 20, 2024
Carl later transitioned from billion-dollar corporate deals to acquiring and selling smaller businesses, marking a shift towards Main Street M&A. rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies.
Growth Business
AUGUST 5, 2024
By Nathaniel Dalby on Growth Business - Your gateway to entrepreneurial success The UK’s third largest city is now a sanctuary for like-minded entrepreneurs who have left London behind – and experiencing great results. Nexus has helped entrepreneurs from the ground up to develop new products and start new businesses.
How2Exit
MARCH 27, 2023
They released their investors of half of their commitments and stopped taking fees. In today's business world, investing in real entrepreneurs is still essential for success. This includes the board of directors, investors, partners, key managers, and the acquiring company. billion in revenue in just five years.
How2Exit
DECEMBER 18, 2023
b' E169: Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "I actually don't put up a lot of money.
How2Exit
JULY 23, 2023
Ron Sponsor: Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Hands-on experience in acquiring and selling businesses can make one a better advisor. Their team is experienced in M&A, and they hire the best talent available.
OfficeHours
FEBRUARY 9, 2024
The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. We also pitched for business a lot less and rather focused on developing long-term relationships with clients. Access expert advice and learn the skills to advance your career.
How2Exit
OCTOBER 2, 2022
Virtual assistants are not only the best way to free up time, but they can also help a business scale. There are many benefits to hiring a virtual assistant, including cost-effectiveness and the ability to scale your business. From design to programming to business assistance, there is a talent for almost any task on Fiverr.
Beyond M&A
SEPTEMBER 8, 2023
Scale & Resilience: Single points of failure don’t raise many eyebrows until a potential investor identifies them as risks that could jeopardise their investment. Our primary focus remains on leveraging technology to bolster business growth. Red Flags: Cyber Security: Unarguably the most critical area of a tech assessment.
Growth Business
SEPTEMBER 13, 2023
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success When GCHQ arrived in Manchester at the backend of 2019, the city’s growing tech influence wasn’t much of a secret. from investors since its launch in 2010 and made the list of 100 fastest growing businesses in 2019. #7 The company has raised £11.2m
Growth Business
AUGUST 3, 2023
By Anna Jordan on Growth Business - Your gateway to entrepreneurial success So, you’ve got your idea in place and your business is running, now you just need some money. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds.
The TRADE
AUGUST 7, 2023
Its role and the way it interacts with institutional investors differs region to region. Looking into this sector, which is set to experience highly anticipated, yet arguably unpredictable, growth – note the GameStop saga of 2021 – The TRADE deep dives into some of the key considerations. Retail investing is an ever-evolving space.
Growth Business
FEBRUARY 28, 2024
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success It has been a maritime trade hub for centuries, but it’s tech companies in Bristol that are making waves today. 7 – Deazy Deazy , also based in Bristol, is a marketplace that matches businesses with development teams for projects. million to date. #7
Global Newswire by Notified: M&A
JULY 14, 2025
company to build a strategic treasury of HYPE , the native token of the Hyperliquid protocol, today announced that it has acquired an additional 120,726 HYPE tokens, expanding its total holdings to 1,427,178 HYPE purchased at an average price of $35.38 LAGUNA HILLS, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- Hyperion DeFi, Inc.
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