Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

Broker 52

Broker Insurance Private Equity Book-building 52

Sun Acquisitions

NOVEMBER 27, 2023

That’s where a professional business broker comes into play, acting as a valuable ally in navigating the intricate world of business transactions. That’s where a professional business broker comes into play, acting as a valuable ally in navigating the intricate world of business transactions.

Broker 72

Broker Business Negotiation Sale 72

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate then went on to meet the founders of Website Closers, and was able to use his influence to become a business broker. Nate Lind is a prime example of how to monetize your influence.

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Broker Business Sale IT 130

Lake Country Advisors

OCTOBER 17, 2024

If you’re considering buying or selling a business, you’ve likely come across the term “business broker.” ” A business broker facilitates transactions as a middleman between sellers and buyers. Why Do You Need a Business Broker? One of their key responsibilities is finding qualified buyers.

Broker 52

Broker Business Sale Negotiation 52

Sun Acquisitions

OCTOBER 15, 2024

In the high-stakes arena of mergers and acquisitions (M&A), success hinges not only on the strategic vision and financial acumen of dealmakers but also on the strength of the negotiating team. Negotiation Dynamics: Negotiating M&A deals involves navigating complex interpersonal dynamics and power struggles.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

Sun Acquisitions

OCTOBER 17, 2024

Companies across industries are constantly seeking ways to stay ahead of the curve, and one powerful strategy that has emerged as a catalyst for innovation is mergers and acquisitions (M&A). M&A when executed strategically, M&A can offer many benefits beyond simply expanding market share or cutting costs.

M&A 59

M&A Acquisitions Mergers and Acquisitions Business 59

Sun Acquisitions

APRIL 26, 2024

This shift is increasingly evident in the realm of mergers and acquisitions (M&A). This article delves into the importance of sustainability in the M&A process and how it profoundly impacts the value of a business. Long-Term Value Creation Sustainability is not just about compliance; it’s about future-proofing a business.

M&A 59

M&A Business Mergers and Acquisitions Investors 59

IBG

DECEMBER 15, 2023

Zayac has received the prestigious Darrell Fouts Award for “visionary leadership and contributions” in the M&A profession. The award was presented October 18 at the M&A Source 2023 fall conference in Charlotte, NC. The post IBG’s John Zayac Receives Top M&A Source Award appeared first on IBG Business.

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M&A Mergers and Acquisitions Broker Education 40

Sun Acquisitions

FEBRUARY 23, 2024

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. They possess the expertise to analyze, interpret comprehensively, and present complex financial data. Brokers: The Connectors Brokers serve as connectors between buyers and sellers.

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Broker Accountant Negotiation Financial Transaction 59

Sun Acquisitions

NOVEMBER 17, 2023

Mergers and acquisitions (M&A) have long been a cornerstone of corporate growth and strategy. Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction.

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Mergers and Acquisitions Valuation M&A Mergers 59

Sica Fletcher

AUGUST 18, 2020

What the Data Is Telling Us In our last few posts, we reported on what we perceived to be the trends in insurance agency and brokerage M&A in light of the pandemic and analyzed the reasons for these trends. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

Sun Acquisitions

MAY 3, 2024

As companies strive to stay ahead, mergers and acquisitions (M&A) have emerged as strategic maneuvers to consolidate technological capabilities and catalyze progress. This article explores how M&A can foster innovation in metal manufacturing, drawing on insights from industry associations and leading voices in the field.

Manufacturing 52

Manufacturing M&A Mergers and Acquisitions Mergers 52

Sun Acquisitions

MARCH 26, 2024

A tactical maneuver gaining traction is the consolidation of operations through mergers and acquisitions (M&A). This article delves into the effectiveness of M&A as a strategic approach to combat the challenge of rising input costs in the food distribution sector.

Food 52

Food M&A Mergers and Acquisitions Acquisitions 52

Sun Acquisitions

AUGUST 2, 2024

Mergers and acquisitions (M&A) present a strategic avenue for MedSpas to scale their operations effectively. This article explores how M&A can help manage growth in MedSpas, ensuring quality and efficiency. M&A provides a strategic solution to scale operations efficiently while maintaining quality.

M&A 52

M&A Management Mergers and Acquisitions Acquisitions 52

Sun Acquisitions

JUNE 6, 2024

One innovative solution that has emerged is the use of mergers and acquisitions (M&A) as a talent acquisition strategy. Strategic M&A as a Solution Recognizing the challenges posed by the skills gap, many MSPs are turning to M&A as a strategic solution.

M&A 52

M&A IT Mergers and Acquisitions Acquisitions 52

Sun Acquisitions

FEBRUARY 26, 2024

This article delves into the intricacies of this issue and explores how mergers and acquisitions (M&A) with technologically advanced companies present a viable solution to this pressing challenge. Increasing Efficiency with Technology One approach to counteract labor shortages is to improve the efficiency of current employees.

Food 52

Food M&A Mergers and Acquisitions Broker 52

How2Exit

AUGUST 5, 2024

The collaborative approach and cross-functional team dynamics play vital roles in the seamless operation and expansion of M&A ventures. Introduction Engaging in mergers and acquisitions (M&A) within the cabinetry industry presents unique challenges and opportunities. Notable Quotes: "Due diligence is always done.

Business 130

Business Mergers and Acquisitions Collaboration Acquisitions 130

Sun Acquisitions

JUNE 5, 2024

One strategic avenue for companies aiming to lead in this green transformation is through mergers and acquisitions (M&A) of firms specializing in sustainable paving technologies. This article explores how integrating M&A into corporate strategy can significantly position a firm as a frontrunner in the eco-friendly paving market.

M&A 52

M&A Capital Mergers and Acquisitions Acquisitions 52

Sun Acquisitions

FEBRUARY 26, 2024

In pursuing such evolution, mergers and acquisitions (M&A) have emerged as pivotal mechanisms for MSPs to scale their operations swiftly. This article unpacks the transformative potential of M&A in the MSP sector, focusing on acquiring automation and AI to scale IT businesses and master the intricacies of modern technology landscapes.

M&A 52

M&A Mergers and Acquisitions IT Management 52

Sun Acquisitions

MAY 3, 2024

To navigate this complex environment and scale effectively, MSPs increasingly turn to mergers and acquisitions (M&A) as a strategic lever for growth. The Strategic Imperative for M&A in the MSP Sector Mergers and acquisitions present a unique opportunity for MSPs to accelerate their growth and diversify their service offerings.

M&A 52

M&A Mergers and Acquisitions Acquisitions Mergers 52

Sica Fletcher

APRIL 17, 2020

What is going on in these markets could potentially have significant implications for insurance brokerage M&A, and we want you to understand why. While we can’t predict the future, our certainty level regarding the impacts on insurance brokerage M&A has increased over the past several weeks. billion at yields between 5.1%

Debt 52

Debt Insurance M&A Broker 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

Sun Acquisitions

FEBRUARY 26, 2024

In recent years, Sun Acquisitions, has observed rapid growth in the medical spa (MedSpa) industry though it’s M & A activity with MedSpa buyers and sellers. This article explores how M&A can be a game-changer in reducing staff turnover in the booming MedSpa industry. The global market for MedSpas, valued at $14.4

M&A 52

M&A Mergers Mergers and Acquisitions Acquisitions 52

Sica Fletcher

MARCH 26, 2020

Many of our clients have asked us about the impact on insurance brokerage M&A of the pandemic and the resultant containment efforts. The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers.

Insurance 52

Insurance M&A Broker Economics 52

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

Focus Investment Banking

JULY 27, 2023

In Q2 2023, 771 sell-side investment banks and M&A advisors brought a​ total of 2,647 deals to market. Of note, the deals they presented boasted revenue and EBITDA averages of $16.8 Securities transactions conducted by FOCUS Securities LLC, an affiliated company, registered Broker Dealer member FINRA/SIPC. million and $3.1

Middle Market 52

Middle Market Investment Banking M&A Banking 52

Sun Acquisitions

MARCH 8, 2022

It’s worth noting that you might not need all the documents presented on these checklists. It’s worth noting that you might not need all the documents presented on these checklists. One of the first questions a seller often asks is, “What documents are needed to sell a business?”. Legal Documents Needed to Sell a Business.

Business 98

Business M&A Finance Finance 98

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. Ron Concept 1: Discipline And Planning Are Key Discipline and planning are key to success in any endeavor, and this is especially true when it comes to managing money. This is the lesson Carrick has learned: discipline and planning are key.

Business 130

Business Broker Mergers and Acquisitions IT 130

The M&A Lawyer

AUGUST 25, 2015

Most private M&A transactions are structured as acquisitions of stock , rather than mergers or asset purchases. However, M&A transactions are anything but basic. In later posts on The M&A Lawyer Blog, I will examine each of these sections more closely and provide a more detailed and nuanced discussion of their contents.

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Stock M&A Government Mergers and Acquisitions 130

Lake Country Advisors

MAY 20, 2024

With the dismal success rates in mergers and acquisitions (M&A), choosing the right M&A advisor becomes a crucial aspect of ensuring success. The majority of M&A deals fail for many reasons. Related Reading: Business Brokers vs. M&A Advisors: What’s the Difference? Accurate business valuation.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 52

Sun Acquisitions

OCTOBER 31, 2023

In the fast-paced and ever-changing landscape of the business world, mergers and acquisitions (M&A) have become increasingly prevalent. For business owners, this presents both exciting opportunities for growth and daunting challenges in equal measure.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Business Acquisitions 59

How2Exit

OCTOBER 2, 2023

Their team is experienced in M&A, and they hire the best talent available. And you talk to three business brokers and they're all telling you what you want to hear. Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

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Mergers and Acquisitions Business M&A Mergers 130

The TRADE

OCTOBER 26, 2023

Fixed income broker-dealer Millennium Advisors has appointed Dylan Blair managing director and global head of US dollar credit trading as the business continues its expansion efforts. This presents enormous opportunities for innovative firms like Millennium Advisors.

Trading 96

Trading Management M&A Broker 96

Beyond M&A

SEPTEMBER 13, 2023

the report states that 50% of IT MSP present Master Service Agreements, MSAs, that were not written by lawyers due to cost. A robust IT Managed Service Provider (MSP) is more than a luxury—it’s a necessity. Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence.

Investors 147

Investors IT Engineering Management 147

How2Exit

AUGUST 28, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

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Mergers and Acquisitions M&A Business Acquisitions 130

The M&A Lawyer

AUGUST 31, 2015

However, M&A transactions are anything but basic. However, successful asset sales require quite a bit more than a pair of tweezers and steady hands. Among other things, they require a well-crafted Asset Purchase Agreement (APA). I discussed SPAs in a prior post. Today, I’ll turn my focus to Asset Purchase Agreements.

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M&A Government Business Sale 130

How2Exit

NOVEMBER 27, 2023

Their team is experienced in M&A, and they hire the best talent available. In this article, we will share his experiences and provide guidance on how to navigate the M&A process in the accounting industry. Reconciled sets the standard for consistency and quality that you can count on.

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Accountant Mergers and Acquisitions Shares Acquisitions 130