Lake Country Advisors

MAY 9, 2025

Engaging local business brokers or specialized brokers for manufacturing or construction adds targeted expertise, while having the right advisors streamlines decision-making and overcomes potential hurdles. Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector.

Middle Market 52

Middle Market Business Broker Sale 52

Peak Frameworks

OCTOBER 17, 2023

Earnings Potential: High-performing brokers or bankers can significantly boost their earnings, making positions in sectors like investment banking highly lucrative. Commission is a form of compensation awarded for facilitating or completing a transaction. Commission is commonly found in real estate, sales, and various finance sectors.

Sale 52

Sale Profitability Investment Banking Finance 52

Beyond M&A

SEPTEMBER 13, 2023

IT MSP Due Diligence Checklist As you move forward with the process of either outsourcing your IT requirements to an MSP or transitioning to a new one, here are the definitive steps for due diligence: 1. A robust IT Managed Service Provider (MSP) is more than a luxury—it’s a necessity.

Investors 147

Investors IT Engineering Management 147

Sica Fletcher

JULY 1, 2020

PE-backed agencies now dominate the M&A market and have grown and created enormous wealth for sellers, PE investors, and management. Furthermore, over the last few months, Sica | Fletcher closed one new, very significant ,, PE investment in an insurance brokerage. The question is, “Why?”. After all, our world has changed substantially.

Private Equity 52

Private Equity Insurance Debt Equities 52

Sun Acquisitions

JULY 29, 2022

Can you sell part of a business? Spinning off non-core or non-performing divisions is a common enough business practice. In this post, we’re going to tackle the operational and legal implications of divesting, as well as consider how to position yourself so you get the best asking price. Can you sell a business without a lease?

Business 97

Business Profitability Sale Valuation 97

The TRADE

JUNE 1, 2023

The deals follow similar recent asset management M&A activity including UK asset manager Liontrust entering a conditional agreement to acquire Swiss asset management company, GAM Holding for £96 million. In the same week, Redburn merged with Atlantic Equities – creating a London-headquartered transatlantic broker.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

Sica Fletcher

MARCH 8, 2024

The inherent uncertainty of the M&A market over the last 18 months has underscored the importance of context for supplementing a full understanding before we can gain a better sense of what to expect in 2024. So, how did we get here? What Is Affecting Insurance Agency EBITDA Multiples?

Insurance 52

Insurance M&A S&P Valuation 52

The TRADE

AUGUST 22, 2023

Trading Technologies (TT) has entered into a definitive agreement to acquire the buy-side TCA provider subsidiary of US agency broker Abel Noser Holdings. The deal is expected to close on 31 August. Further terms were not disclosed. The transaction builds on Trading Technologies’ continued multi-asset data and analytics expansion.

Trading 52

Trading Broker Acquisitions Business 52

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. In April, Tradeweb Markets moved to acquire Institutional Cash Distributors (ICD) for $785 million having entered into a definitive agreement.

Asset Management 59

Asset Management Investment Manager Management Investment 59

Sun Acquisitions

FEBRUARY 26, 2024

A better definition can be seen on this website: [link] When considering selling, it is best to hire a broker for a business valuation, since they are skilled at calculating SDE and have knowledge of current industry multiples. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Business 52

Business Mergers and Acquisitions Broker Financial Statement 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The TRADE

JANUARY 3, 2024

It’s a world which has a compelling backstory and a future which could veer off in several different directions depending on a range of scenarios which includes growing demand from larger buy-side organisations, M&A activity and an increasing level of investment needed to stay competitive. Will we see more M&A?

Trading 64

Trading Asset Management M&A Broker 64

IBG

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. While his trucking company was always his first love, Howard had a variety of business interests, including farms in Missouri, a heavy equipment dealership in Kansas, and a gypsum mine in Utah. He dodged a bullet.

Sale 52

Sale Business Negotiation M&A 52

Sun Acquisitions

JANUARY 5, 2022

In this post, we’re going to take a look at seven of the more common reasons given for pursuing an M&A. Let’s get straight into it. Reason #1 Geographic Expansion. Growth is hard and expanding into foreign territory can be harder. This new acquisition will have permits, staff, and assets in place already. Reason #2 Business Growth.

Acquisitions 52

Acquisitions Mergers and Acquisitions Business M&A 52

Lake Country Advisors

NOVEMBER 20, 2023

Mergers and acquisitions (M&A) are key strategies in today’s business landscape, often dictating a company’s success and market position. Understanding the nuances, benefits, and risks of M&A is crucial for anyone looking to navigate the complexities of modern business. What is a Merger? What is an Acquisition?

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

The TRADE

APRIL 17, 2024

We want our brokers to be able to accept receiving pre-allocations for these orders. Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. The firm claims to be an early innovator on several counts. Like Berendsen, Tomaz Mota has had a similar journey to the trading desk.

Trading 59

Trading Equities Asset Management Portfolio Management 59

The TRADE

OCTOBER 9, 2024

The London-based trading team at Ninety One has a very particular set of skills. The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Gibson is a seasoned trader with an extensive career in markets. Markets have been tricky.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Cooley M&A

DECEMBER 3, 2019

Aon estimates that over 45% of all private M&A transactions in North America had R&W insurance in 2018. [2]. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

The TRADE

MAY 24, 2024

Tension is lingering between non-US traders, custodians and CLS over FX deadlines ahead of the rollout of T+1 settlement for equities in North America next week, with frustration and confusion over cut-offs leading to ongoing worries of increased risk for the buy-side. CET – would take “considerable time to implement”.

Trading 64

Trading Asset Management IT Funds 64

Tyton Partners

JUNE 20, 2023

Cecilia Conrad (CC): Lever for Change is a broker. An interview with Cecilia Conrad, Chief Executive Officer of Lever for Change, on the open call funding model. 100&Change puts the decision making of philanthropic funding to external voices TP You are working at a different scale than most philanthropy works.

Funds 52

Funds IT Collaboration M&A 52

The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. It’s no longer all or nothing. It’s no longer relinquishing control. It’s no longer just a defensive play. And soon, it may no longer be just a service that applies to smaller fund managers.

Trading 64

Trading Management Asset Management Funds 64

Focus Investment Banking

JANUARY 27, 2025

Got recruited by a dent wizard and I’m trying to think when that was, I was opening up shops for them pretty much in a East Coast basis. But I would say is having that team around you and those resources can be from a job or they can be from, you know, a CRM, they could and I would get a mentor, somebody to help. Glad to be here.

M&A 52

M&A IT Book-building Acquisitions 52

Sica Fletcher

FEBRUARY 9, 2021

As we have reported throughout the year, the M&A market for insurance brokers remained at peak, pre-pandemic levels despite all of the public health, political, social, and economic dislocations. 2020 finally is in the rear-view mirror. If you wait, you run the risk of paying a lot more in taxes when you sell.

Capital 52

Capital IT Economics Insurance 52

CNBC: Investing

JUNE 18, 2025

"The way they are doing custom chips, the way they are approaching AWS (Amazon Web Services) … I'm excited," said Kilburg. Worldwide Exchange airs at 5 a.m. ET each day.) "Going back to Q4, Q1 of this year I was pounding the table concerned about Mag 7 being overconcentrated. What have we seen?

Investors 66

Investors S&P Investment Stock 66

The TRADE

APRIL 14, 2025

S&P Global and CME Group today have signed a definitive agreement to sell post-trade solutions provider OSTTRA to investment funds managed by KKR. Clients include banks, broker-dealers, asset managers, and other market participants. The deal is valued at $3.1 The acquisition is subject to customary purchase price adjustments.

S&P 59

S&P Trading Asset Management Financial Services 59

The TRADE

MAY 22, 2025

Diversity of thought, a valuable asset This central value of not only appreciating, but also proactively fostering a team that is filled with individuals who have different experiences, and subsequently varied capabilities, definitely appears to be paying off for the team. We have to recognise the way that people contribute, he says.

Trading 59

Trading IT M&A Investment 59

Focus Investment Banking

FEBRUARY 13, 2025

I’m sure a a pretty steep learning curve for a newbie getting into the ADOS calibration business and I know you guys have the training to support that. Our guest this week is Greg Peters, the CEO of Car ADAS Solutions , a company at the forefront of licensing and supporting dedicated ADAS calibration facilities across the country.

IT 52

IT M&A Book-building Business 52