Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Francine Way

JULY 8, 2017

Most companies, especially those with $20 million or more in sales, will engage an investment banker or professional advisor to manage the sale process (smaller companies will typically engage a broker-dealer). Overlapping Product / Service Providers: strategic buyer, with 1 or more overlapping market segments.

M&A 130

M&A Acquisitions Sale Investment 130

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. Also create a document repository that is not connected with your business. You are always welcome to call us or talk to any business broker about the state of the business world.

Business 52

Business Sale Broker IT 52

The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. We view this as a complement to broker led avenues of liquidity, not as a replacement.”

Trading 64

Trading Electronics Management Broker 64

Lake Country Advisors

FEBRUARY 28, 2024

Top Business Brokers , in particular, may be interested in acquiring businesses to expand their portfolio or assist clients in strategic acquisitions. Sellers should be prepared to provide all necessary legal documentation, fostering transparency and trust throughout the process.

Business 52

Business Negotiation Acquisitions Collaboration 52

The TRADE

AUGUST 7, 2024

Speaking to The TRADE, Dean Gray, head of EMEA outsourced trading at Jefferies, explains: “It has been well documented that the past few years have seen a significant shift in the mindset, especially of the larger funds, towards the adoption of outsourced trading. were in $50-100 billion and another 2.5% in the $100 billion-plus range.

Trading 59

Trading Management IT Investment Manager 59

Growth Business

JULY 11, 2023

2) Invoice discounting / factoring ‘Many businesses fail to realise that one of the biggest assets on the balance sheet is the money owed by debtors,’ says Alex Hilton-Baird, who heads up his eponymous commercial brokering firm. But how do you value an EIS portfolio company post pandemic? What is invoice factoring?

Finance 75

Finance Finance Business Funds 75

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. Soon, tax filers may be able to snap digital photos of their tax documents and AI technology will compile the return. Outside of the U.S., the 167-year-old Swiss bank, Credit Suisse, also suffered a crisis of confidence.

Bank 52

Bank Banking Investment Economics 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., During this time, sellers should be prepared to field difficult questions and provide additional documentation, especially if it pertains to any errors & omissions (E&O).

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

JULY 26, 2023

Its “portfolio” consists of that single company, assuming it finds and acquires one. Search fund founders need interns for countless tasks: filtering/screening companies, conducting due diligence, reviewing company documents, and, once the deal closes, reviewing the company’s financial performance.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

Lake Country Advisors

JANUARY 21, 2025

This can be a transformative step for high-net-worth individuals or seasoned investors to build wealth, diversify their portfolios, and achieve long-term financial goals. Reviewing Essential Financial Documents A thorough review of financial documents is the foundation of any investment decision.

Business 105

Business Investment Profitability S&P 105

Sun Acquisitions

APRIL 15, 2025

Ensure your numbers are clear and well-documented, with no commingling of funds. Buyers will examine these documents closely, so anticipate that and make a strong case for having a well-run operation with good prospects for ongoing profitability. Next you should ensure all key processes are thoroughly documented.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Sun Acquisitions

MARCH 10, 2025

Nothing is more important in this regard than documentation. This infrastructure should be documented with maintenance records and notations of any recent upgrades or investments in equipment and technology. Creating a knowledge bank to document operational procedures is also very helpful. Preparation is also essential.

Food 57

Food Business Broker Sale 57