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Eyes on the exit: Selling PE portfolio companies in complex markets

JD Supra: Mergers

By: White & Case LLP

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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. 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.

M&A
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Founders Who Win Think Ahead: The Exit Is the Strategy

Beyond M&A

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. .”

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Xetra expands new retail trading offering with ETFs service

The TRADE

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.

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

CNBC: Investing

"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."

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

Mergers and Inquisitions

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.

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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems

Beyond M&A

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.