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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. billion, executing over 20 acquisitions, and redefining what leadership looks like in professional services. How you build systems. Complacency masked as culture.

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What a Good Insurance Broker Looks Like

Focus Investment Banking

Insurance brokerages stand out for their reoccurring revenue models, strong cash flows, and low capital intensity all factors that make them highly sought after by both strategic buyers and private equity platforms. Producers with industry specialization, such as agricultural, manufacturing, cyber or professional services.

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Renewable Energy Investment Banking: How to Make Greens by Going Green

Mergers and Inquisitions

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

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Investing in Enterprise AI Startups: Why I’m Skeptical and Staying Away

Mergers and Inquisitions

Most AI Startups Are Service Businesses, Not Software Businesses You might be surprised to learn that Accenture has generated $3.6 billion in annualized Generative AI bookings vs. OpenAI’s annualized recurring revenue of $3.4 But if you understand how Large Language Models (LLMs) work, this is not surprising.

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Reflecting on Two Years: Key Lessons in Technology Due Diligence and Business

Beyond M&A

As Managing Partner of a UK-based Technology Due Diligence firm, I’ve gained valuable insights that I believe could benefit my team and our broader audience, comprising venture capitalists, private equity players, corporate investors, and tech founders or CTOs. My focus was on building a trustworthy team and a positive work culture.

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