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M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form.

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

JD Supra: Mergers

Sluggish M&A and IPO markets have put the brakes on private equity exit activity across Europe, but as pressure builds to clear the backlog of unsold portfolio companies, firms are taking innovative approaches to selling businesses - Europes private equity firms have a large backlog of unsold portfolio companies sitting on their books, and the (..)

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

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books.

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Innovations in Personal Protective Equipment with Jason Scharton & Scott Shinn

Focus Investment Banking

Joining us today are two industry leaders from Three M, Scott Shin, Advanced Technical Service Specialist in the Personal Safety Division at Three M, and Jason Charton, Global Industry Relations Leader for the collision repair industry at Three M. Automotive aftermarket division or three M collision. Scott Shin: Good.

M&A
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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.

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Founders Who Win Think Ahead: The Exit Is the Strategy

Beyond M&A

That’s one of the biggest mindset shifts we push at Beyond M&A. Exit-Readiness Isn’t Just a Checklist — It’s a Cultur e Beyond M&A- Founder Exit Readiness Download We’ve written this week about financial models that don’t land, teams that can’t scale beyond passion, and SaaS stacks that are duct-taped together.

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Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc.

Global Newswire by Notified: M&A

Donnelly, President, CEO and Director of Norwood Financial, and Janak M. of Presence’s March 31, 2025, tangible book value and a 2.3% In connection with the merger of the holding companies, Presence’s subsidiary, Presence Bank, will be merged into Wayne Bank. The combined company will have approximately $3.0 core deposit premium.

IT