Broker Financial Statement Private Equity 
Focus Investment Banking
JULY 8, 2025
Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our extensive experience working opposite private equity acquirers tells us that a structured process is best. Our healthcare services clients (e.g.,
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. This often includes: Financial Review: Ensure financial statements are accurate and up to date.
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How2Exit
APRIL 4, 2023
This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.
Sun Acquisitions
SEPTEMBER 9, 2022
People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.
Sun Acquisitions
FEBRUARY 12, 2024
For Buyers Risk Mitigation: Financial literacy empowers buyers to gauge the financial health of their prospective acquisition target. They can dissect financial statements, identify potential pitfalls, and ascertain the business’s capacity to generate cash flow.
Francine Way
JULY 8, 2017
Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell.
How2Exit
JUNE 12, 2023
As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. The process of due diligence involves taking a close look at the financial, operational, and technical aspects of the business in question. or contract.
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