Mergers and Inquisitions

JUNE 11, 2025

Tell Me About a Recent Deal: How to Find Deals and Information If you have Capital IQ or FactSet, you can screen transactions based on these criteria and click through to the results to find the description and documents for each deal: If you cannot access these services, you must rely on simple online searches and deal summaries from other sources.

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

Sun Acquisitions

JULY 6, 2022

Brokers offer a range of wide range of services including: Business valuation. Boutique brokerage firms like Sun Acquisitions pride themselves on providing one-on-one business broker services, dedicating as much time as needed to help you in your endeavor. What Documents are Needed to Sell a Business? Financial recasting.

Broker 98

Broker Business Mergers and Acquisitions M&A 98

How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm.

Business 130

Business Negotiation Book-building Shares 130

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

Business 52

Business Sale M&A Negotiation 52

Sica Fletcher

MAY 8, 2024

While we’ve already written extensively on the process of insurance agency valuation , the following sections focus on what to look for in the earliest stages of considering a sale - in other words, what deciding factors to look for to determine whether you should sell your agency. What Documents Do I Need? Manageable Debt.

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) You can’t necessarily trust documents at face value, and there are issues with multiple versions of “the books” and other key data. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking 105

Investment Banking Bank Banking Investment 105