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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. 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. If your goal is full retirement by 2030, plan to sell by 2028 or 2029.

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

Mergers and Inquisitions

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. If you do IB, you can get into deal-based roles ( private equity , corporate development , venture capital , etc.),

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Trouble in the Solar System: CFIUS Blocks Jupiter Acquisition Five Years After the Fact

JD Supra: Mergers

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?

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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower. The main differences vs. project finance are that infrastructure IB teams tend to work at the corporate level , and they advise/arrange more than just the financing.

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How Razorpay Helped Absolute Barbeque Digitise Dining with Seamless Bill Payments and Prepaid Vouchers

Razorpay

Flexible, On-Demand Voucher Sales Corporate clients and frequent guests often asked for group dining vouchers or prepaid bundles—but managing these offline led to confusion, misuse, or reconciliation delays. Guests increasingly wanted the convenience of digital payment links via WhatsApp or SMS, allowing them to pay on their own and leave.

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Bill Black on Scaling National Fleet Management

Focus Investment Banking

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.

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Leading and Growing a Family Collision Business with Josh and Michelle Fuller

Focus Investment Banking

And so my corporate self is going to throw a couple stats out at you, but I think when you hear them that it’ll be some staggering information. 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.