article thumbnail

Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. 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.

article thumbnail

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. Sloppy books erode it instantly.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

CNBC: Investing

" UBS upgrades KeyCorp to buy from neutral UBS says the regional bank company is "building momentum." " KeyBanc reiterates Apple as sector weight Key says it's sticking with its sector weight rating on the stock.

article thumbnail

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

Mergers and Inquisitions

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

article thumbnail

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

article thumbnail

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

Beyond M&A

Consistency – helps build trust as you scale. That’s why we recommend founders and CTOs look beyond operational playbooks and start investing in their personal development too. A must-read for anyone raising funds or building for exit. So—what are your go-to books for navigating the hard parts?

article thumbnail

How activist Elliott could use its data center know-how to amplify returns at Equinix

CNBC: Investing

Amanda Andrade-Rhoades | The Washington Post | Getty Images Company: Equinix Inc (EQIX) Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and interconnection services to networks, cloud providers, enterprises and hyperscalers.

IT