Remove Book-building Remove Private Equity Remove Professional Services
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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

For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance. Finally, services companies are like other professional services companies but have different macro drivers (see above).

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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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