The TRADE

NOVEMBER 28, 2024

It is unrealistic to expect a trader to be formally trained in finance, software engineering, and law to do the job. Therefore, either education will need to become significantly more industry-focused, or firms will have to identify and develop new talents to become the domain jack of all trades.

Engineering 98

Engineering Trading Management Collaboration 98

How2Exit

MAY 20, 2024

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

AUGUST 1, 2023

rn The Acquisition Process rn Daniel's search for a business led him to the world of business brokers, who specialize in connecting buyers and sellers. Armed with his target statement and a one-page buyer profile, Daniel approached business brokers and began reviewing potential listings.

Acquisitions 130

Acquisitions Shares Book-building Business 130

Sun Acquisitions

JANUARY 26, 2024

Our focus is mainly on apartment buildings, churches, education and industrial businesses. Interesting that my father tried to sell the business without a broker (circa 2005) and was very frustrated. Due diligence was faster than promised, since our buyer did not require financing. My wife and I purchased the business in 2005.

Broker 52

Broker Business Sale Education 52

OfficeHours

AUGUST 23, 2023

Date: TOMORROW – Thursday, August 24th Time: 12:00 pm ET Alice Shang is a former Investment Banking Associate at Lazard , where she gained her financial skills and insights into the world of finance. How has your role as an investor helped you succeed personally and professionally?

Equities 130

Equities Recruitment Investment Banking S&P 130

How2Exit

JULY 8, 2024

With a technical education background and extensive experience in the specialty chemical sector, Nick has successfully navigated the complex world of business acquisitions. His journey spans from co-founding a venture capital-funded startup to working closely with private equity firms as an independent sponsor.

IT 130

IT Mergers and Acquisitions Acquisitions Funds 130

How2Exit

JUNE 10, 2024

Effective Search Strategy: Utilizing a combination of personal outreach and education programs, Shane efficiently identified and acquired a viable business within a few months. Navigating SBA Loans: The importance of understanding and working closely with multiple banks during the deal-making process to secure favorable financing terms.

Corporation 100

Corporation Mergers and Acquisitions Acquisitions Business 100

How2Exit

OCTOBER 22, 2023

The free newsletter is part of a larger, developing educational platform encouraging women to pursue their dreams of entrepreneurship through acquisition, buying a profitable business that can support their lifestyle, rather than the hard, risky path of the startup.

Business 130

Business Shares Media Acquisitions 130

How2Exit

MAY 2, 2023

This is the amount of debt that a business can take on in order to finance an acquisition. When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet. This could include offering on-the-job training or allowing employees to pursue educational opportunities.

Sale 130

Sale Business Book-building IT 130

The TRADE

DECEMBER 5, 2024

They aim to strengthen the security of the US Treasury market by requiring central clearing for eligible instruments such as repos, reverse repos, inter-dealer broker transactions, and other cash transactions. Particularly, with a shift from transparency solely being held by broker dealers, to the buy-side. “As

Trading 59

Trading Risk Management Portfolio Broker 59

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. This business model education piece is a large part of what we do, asking firms: ‘do you want independence or do you want scale?’

Trading 64

Trading Asset Management M&A Broker 64

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. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

RKJ Partners

AUGUST 6, 2017

These measures include well written Confidentiality and Non-Disclosure Agreements; generalized, nondescript marketing and educational documents, as well as thorough buyer identification and qualification procedures. In general, it can take from 3 to 18 months to complete a business sale, with the most common range of 6 to 12 months.

M&A 40

M&A Sale Negotiation Investment Banking 40

How2Exit

AUGUST 28, 2023

He has a background in finance and investment banking and started his own business before launching DueDilio. With the growing ecosystem and educational resources available, DueDilio is well-positioned to become a trusted partner for individuals and companies involved in M&A transactions.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

IBG

MAY 31, 2023

They don’t require special financing; can be relied upon for a consistent, professional approach; and typically bring extensive expertise to the table. Unlike other types of buyers that might be first-time or exploratory investors, PEGs are professional investors focused specifically on making money and closing deals. Preparation.

Business 52

Business Sale M&A Private Equity 52

The TRADE

APRIL 30, 2024

It mandates increased pre- and post-trade transparency for a wide range of asset classes, including equities, fixed income, derivatives, and structured finance products. On 30 June 2023, Livor was replaced by the Secured Overnight Financing Rate (SOFR).

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Wall Street Mojo

JANUARY 15, 2024

In the US, the SEC ensures the establishment and mandates of the law under which FINRA operates as a self-regulatory entity for the rights and protection of brokers and firms. It has the power and responsibility to educate professionals about the right practices and promote the industry internally.

Government 52

Government Funds Hospitality Healthcare 52

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. It’s like the buy-side vs. sell-side distinction in finance, but specifically for real estate.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

How2Exit

MAY 13, 2025

Barnett is a seasoned business broker, author, and educator who has been demystifying the world of small business M&A for over a decade. Barnett’s background in finance and brokering gives him a unique insider’s view on what actually works in dealmaking—and what’s just hype.

Business 130

Business Finance Finance Equities 130

How2Exit

MARCH 17, 2025

With a background in real estate and finance, he now specializes in helping aspiring entrepreneurs secure funding and find the right business or franchise to acquire. And for those looking at real estate-heavy businesses like RV parks, marinas, or self-storage, the SBA 504 loan provides an even more attractive financing structure.

Business 130

Business Finance Finance Private Equity 130

The TRADE

APRIL 8, 2025

Broadridge claims the solutions will bolster investment democratisation, by ensuring regulatory compliance while enhancing investor education. The company also claims that the solution can evaluate digital assets by consolidating data taken from hundreds of trusted sources to increase transparency and investor education.

Financial Institution 59

Financial Institution Investors Education Finance 59

Sun Acquisitions

DECEMBER 12, 2024

Easier Financing Options Securing financing for a startup can be challenging due to the inherent risks and lack of collateral. In contrast, banks and investors are often more willing to finance the purchase of an existing business because: Proven Financials: Historical performance provides reassurance of future profitability.

Business 59

Business Profitability Mergers and Acquisitions Capital 59