Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
Automattic acquires relationship manager Clay to add an identity layer to online tools
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.
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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems
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.
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Go1 snaps up speed reading app Blinkist to expand in enterprise learning
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.”
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10 Things We Learned About Business Success By Interviewing Sharon Brown - an Investor, Speaker and Launch Fanatic
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.
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Xetra expands new retail trading offering with ETFs service
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.
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Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey
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.
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David Dodson: OG Of SearchFunds, Created and Teaches ETA for Stanford GSB Shares ETA Success
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.
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Euronext launches daily options on the CAC 40 index for short-term trading strategies
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.
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7 Things We Learned About Entrepreneurship By Interviewing Dana Derricks - Author of Multiple Books, 3 Time 2 Coma Club Winner, and Goat Farmer
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.
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Book Review: “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs” by Uri Levine
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.
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12 Concepts We Can Learn About Buying VS. Building a Business on How2Exit's Interview W/ Walker Deibel
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.
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Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition
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."
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7 Things I Learned from Lana Coronado - Author and Chair for MBH who have acquired 25 companies in less than 2 years.
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.
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Enhancing financial literacy is the key to retail success
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.
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PODCAST/VIDEO REIVEW: CODIE SANCHEZ: The RICH don’t want you to know this
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.
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The Power of Conversation: 11 Valuable Lessons from My Interview with Marc Morgenstern, Author, Mentor and Capitalist - Author of The Soul of the Deal
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.
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02-09-2024 Newsletter: Intention to Lateral?
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.
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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more
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."
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Top 20 SMB M&A Influencers to Follow On Social Media in 2023 and Other resources
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".
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10 Concepts You and I Can Learn About Buying Businesses in the UK From How2Exit's Interview With John Andrews - London Attorney
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.
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David Bateman: From Failed Businesses to Successful Deal Maker & Sourcing Expert
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.
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Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses
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.
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Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen
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.
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M&A Blog #19 – valuation (Leveraged Buy Out - LBO)
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.
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10 Things You and I Can Learn about M&A and Entrepreneurship from Our Interview of Jeanette Holm - Award Winning Entrepreneur
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.
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12 Things We Learned About Focus, Building Businesses and Growth Interviewing Scotty Schindler - Australian Entrepreneur, Business Coach, Speaker, Author and Pro Surfer
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.
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13 Concepts You and I Can Learn About Buying and Selling Businesses From How2Exit's Interview With Dr. Chris Daigle
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.
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Strandberg: How Real Estate Can Unlock Hidden Value
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.
11 Concepts We Can Learn About Starting Business You Plan to Exit on How2Exit's Interview W/ Serial Entrepreneur And Author Jeff Wald
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.
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Delving Deeper into the Patterns of Tech Due Diligence
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.
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The relentless rise of retail trading: How can the institutional market join the dots to encourage investor access?
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.
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Six of the most exciting tech companies in Leeds
Growth Business
AUGUST 5, 2024
We’ve highlighted some of the leading companies from Leeds’ tech startup industry, as well as some insight from some of the key figures that have helped build the community. The app allows owners to book a consultation for just £20, with over 100,000 of them now registered. That doesn’t just mean networking and making introductions.
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The shift in wealth management that needs to happen
Accenture Capital Markets
OCTOBER 26, 2022
More than ever, retail investors need a responsible capital markets ecosystem. The participation and engagement of retail investors in capital markets could be significantly increased if firms—through their financial advisors (FAs)—and their clients would collaborate on access, education and trust across the wealth management sector.
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10 Concepts You and I Can Learn About What VC's Want From How2Exit's Interview With Mark Achler - Venture Capitalist
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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The Power of Getting Help! When to contract or hire, local or remote:
How2Exit
OCTOBER 2, 2022
Financials - your books must be kept in line with local and federal (governmental) laws, certain reporting requirements, and the general confidentiality you want around sensitive financial matters will usually dictate that these are tasks to keep in-house or outsource to local trusted teams.
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12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho
How2Exit
JULY 23, 2023
He emphasizes the need to avoid spreading oneself too thin and instead concentrate on building expertise in a specific area. This approach builds trust and fosters a positive relationship between the buyer and seller, increasing the likelihood of a successful transaction.
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Bakari Akil: Mastering the Art of Deal Sourcing and Structuring in Mergers and Acquisitions
How2Exit
DECEMBER 18, 2023
rn The importance of deal sourcing and building a network of business brokers and investment bankers. Despite not having a formal business education, he immersed himself in personal finance books and stumbled upon the concept of leveraged buyouts. rn The role of independent sponsors in structuring deals and attracting capital.
European Parliament’s approval of Mifid/Mifir revisions a starting gun for change
The TRADE
JANUARY 16, 2024
At EuroCTP, we stand by the shared principle of increasing market data transparency and accessibility. Dynamic, deep and liquid, capital markets are instrumental in achieving Europe’s ambitions in delivering green and digital transitions.”
10 Things We Learned About Buying or Selling a Business by interviewing Zoran Sarabaca - Business Broker
How2Exit
MARCH 15, 2023
This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. He had to read books, do research, and figure out how to make it work. Concept 7: Build a Quality Database - Deal Room For those looking to buy or sell a business, it is essential to build a quality database.
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How to raise pre-seed funding
Growth Business
AUGUST 3, 2023
Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I Who do I get pre-seed funding from?
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What is Accounting?
Razorpay
JUNE 10, 2023
Every single financial transaction made for or by the company is recorded in various books of accounts, starting with the Journal. Financial Accounting The objective of Financial Accounting is to prepare financial reports for external stakeholders of the business, like investors, creditors, regulators and the general public.
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The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business.
How2Exit
FEBRUARY 23, 2023
You must be willing to explore different sources for deals, build relationships within your industry or niche, and reach out directly to business owners. Empathy involves understanding the other party’s perspective, building rapport, and using effective communication. Using effective communication is also important.
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Is your elevator pitch sending you through the roof?
Growth Business
JUNE 28, 2023
That means when a founder makes an elevator pitch to an investor, the first essential need is to explain the basics of your business in very straightforward terms. Yet when I talk to investors, they often tell me, “The biggest start-up pitch failing is not being able to explain what they do.” What do you solve, and how do you solve it?
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