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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Beyond M&A
AUGUST 1, 2025
It starts: When you build a culture that shares problems early When your tech scales without heroics When you stop pitching upside and start explaining downside well When your financial model reflects reality, not hope The exit is not the end. What made Alex compelling wasn’t just the planning. ” He ran a company worth acquiring. .”
The TRADE
APRIL 25, 2025
Given the recent surge of retail investor activity in Germany and other European countries, our new retail execution service addresses the growing demand for efficient capital market access at the right time, a Deutsche Brse spokesperson told The TRADE. Registered private investors have access to Xetra ETF real-time push price data.
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
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. For further information, take a read of my book: People First. He had been instrumental in the company’s early success.
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. Consistency – helps build trust as you scale. A must-read for anyone raising funds or building for exit.
CNBC: Investing
AUGUST 2, 2025
per share) Stock Chart Icon Stock chart icon Equinix shares in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Accordingly, AFFO is expected to drop as low as 5% next year, which scares short-term and less-knowledgeable investors.
The TRADE
JUNE 12, 2025
In the US, retail investors have access to several robo-advisors and mobile trading apps which have appealed to the next generation of investors. In the UK, we have also seen retail investors embrace fintech. To drive retail investor participation in the UK and EU, enhancing financial literacy is essential.
JD Supra: Mergers
AUGUST 8, 2025
Build a Morning News Digest: Easy, Custom Content, Free! Investors must be sure to understand the risks of declining to seek and obtain CFIUS clearance for such transactions. The EO requires that the access restrictions be implemented no later than seven calendar days after the date of the order.
TechCrunch: M&A
JUNE 12, 2025
Financial terms of the deal were not disclosed, but Clay had so far raised over $9 million in venture capital from investors like General Catalyst and Forerunner Ventures. Clay also lets you add notes to address book entries, so you can note how and when you met, or the names of their kids, for instance.
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. If you hadn’t locked in that lease, the building might be appraised as a general-use commercial property or discounted due to perceived risk.
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. natural gas.
Mergers and Inquisitions
MAY 14, 2025
Its effects are less direct in verticals such as data centers and renewables, but if theres a disruption to trade, such as a tariff apocalypse , these sectors will be hurt because it will become more expensive to build and maintain assets. However, they all relate to an assets ability to pay or repay its investors.
Growth Business
AUGUST 8, 2025
Edinburgh is keen to support these innovations and ideas, with Archangels, Par Equity and Pentech Ventures among the city’s roster of investors. The firm took expertise from labs of Edinburgh University to build image recognition technologies for consumer packaged goods. The firm completed a Series A funding round in April 2025 for $7.8
Focus Investment Banking
AUGUST 6, 2025
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.
Focus Investment Banking
JULY 31, 2025
I have some of the books that we’ll talk about later on on my phone in my Kindle app right now. I want to dive deeper later in our conversation into the books as I referenced, but in your book The Future of Mobility, you describe a fundamental shift in how people move and how vehicles fit into that. In our show notes.
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
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. Sharon Brown, an investor and entrepreneur, discussed the importance of social media. The first type of product or service is a widget.
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. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.
How2Exit
OCTOBER 29, 2023
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. He is also the author of "The Manager's Handbook," a best-selling book in the business space.
The TRADE
FEBRUARY 26, 2024
Euronext has launched daily options on the CAC 40 index, allowing investors to execute short-term trading strategies and gain exposure to the main index of Euronext Paris. The new offering builds upon Euronext’s launch of daily options on the AEX index in 2008.
How2Exit
MARCH 9, 2023
After college, Dana continued to build his business and invested heavily in self-education. Concept 2: Write Books Quickly And Easily Dana's experience with writing books also speaks to the potential of writing books quickly and easily. Dana's experience speaks to the potential of writing books quickly and easily.
Beyond M&A
SEPTEMBER 15, 2023
A Distinctive Voice in the Startup Literature Having had the privilege of delving into countless books on technology, startups, and the philosophy of problem-solving, it’s rare that one resonates deeply and prompts changes to the way you think about product development.
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. In 2018, Walker released his book “By Then Build” which was inspired by this idea.
How2Exit
FEBRUARY 26, 2023
Lana also co-authored a book about investing in real businesses. The book covers the steps that can be taken to make a business worth buying, such as understanding the market, preparing for the sale, and understanding the legal aspects of the transaction. Concept 3: Network to build relationships.
How2Exit
OCTOBER 2, 2023
rn Visit [link] rn - rn rn About the Video/Host: rn Codie Sanchez is an entrepreneur, investor, and founder of Contrarian Thinking, a platform that educates and empowers individuals to buy and grow businesses. She highlights the ease of buying profits compared to building them and encourages listeners to work smarter, not harder.
How2Exit
JULY 29, 2024
She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell. Start with small items and work up to larger deals."
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. Concept 2: Listen to Build, Not Tear Down Morgenstern's experience as an entrepreneur, venture capitalist, and author has given him a unique perspective on success.
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. You have to start from the bottom again and build a solid reputation, even if you had been viewed as a “top-bucket” at the prior firm, which can be challenging.
How2Exit
JUNE 20, 2023
Mentor Nick Bradley Nick Doesn't Tweet Nick Bradley @TheNickBradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. Host of the #1 Business Podcast in the UK "Scale Up With Nick Bradley".
How2Exit
MARCH 21, 2023
Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to have the books in order before putting the business up for sale. This includes removing any personal expenses, such as vehicle leases and phone bills, from the books.
How2Exit
OCTOBER 15, 2023
rn Building relationships and networking are crucial in the acquisition space. This mentorship was instrumental in David's ability to close deals and build his own portfolio of businesses. Create videos or posts introducing yourself as an investor and specify the type of business you are looking to buy.
How2Exit
MAY 20, 2024
Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. His contributions extend to a YouTube channel dedicated to sharing knowledge on entrepreneurship and business transactions.
How2Exit
MAY 20, 2024
rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies. With a treasure trove of practical insights and heartfelt reflections, this episode is laden with profound lessons and strategies for aspiring entrepreneurs and seasoned investors alike.
Francine Way
JULY 17, 2017
The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building a historical 3-statement model and a debt-interest schedule. Building the go-forward 3-statement model. Building the go-forward debt-interest schedule. Modeling the future exit.
How2Exit
MARCH 18, 2023
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. She worked hard and the business quickly grew to the point where she was able to put a CEO in place and focus on learning how to build businesses.
How2Exit
MARCH 2, 2023
Inspiration can come from many sources, such as books, podcasts, and videos. Concept 4: Build a Business to Keep When it comes to building a business, it’s important to keep it for the long term. This is especially true when it comes to building a business. Overall, it’s important to build a business to keep.
How2Exit
MARCH 22, 2023
His advice is to start small and build up to bigger returns. This way, entrepreneurs can build up their resources and make sure they have the financial security they need before jumping into bigger deals. By starting small and building up to bigger returns, entrepreneurs can get the experience they need to succeed in the long run.
How2Exit
APRIL 25, 2023
He also became a best-selling author, investor, and keynote speaker. He was able to build a supportive network of fellow entrepreneurs and venture capitalists who provided him with the resources he needed to succeed. This has drastically lowered the cost of building technology and has changed the “buy versus build” dynamic.
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. Most teams, driven by a commercial mindset, build solutions tailored to their immediate customer needs. That’s why you hire us.
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.
How2Exit
MARCH 27, 2023
They released their investors of half of their commitments and stopped taking fees. Concept 2: Do Your Research Ackler's story begins with the sale of his third company, which he sold "because it was the right thing to do for our investors, for our LPs." After that, Ackler co-founded a healthcare company that ended up doing very well.
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