Beyond M&A

FEBRUARY 19, 2025

The Process: Conscious and Unconscious Issues The process of Vendor Due Diligence is largely the same as standard Tech DD: assess the business, identify risks, and highlight areas for improvement. No business is perfect, and a DD report that glosses over real concerns isnt just unhelpfulits misleading.

M&A

Lake Country Advisors

JUNE 24, 2025

Before acquiring a business, buyers don’t just look at your customer list or brand image; they want the numbers. Financial metrics give them a clear picture of your company’s stability, scalability, and profitability when you are selling your business. Growth also reassures them that your business hasn’t plateaued.

Business

Lake Country Advisors

JUNE 11, 2025

When selling a business, one of the most important and often overlooked decisions you’ll make is how to structure the deal itself. Most business sales fall into one of two categories: asset sales or stock sales. The legal business entity stays with the seller: Since only assets are being sold, your LLC or corporation remains intact.

Sale

Sun Acquisitions

JUNE 23, 2025

Thorough Due Diligence: Financial Due Diligence: Conduct a comprehensive financial analysis to assess the target company’s financial health, including its revenue, profitability, and debt levels. The post Lessons Learned from Successful M&A Deals appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A

Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment

Beyond M&A

AUGUST 11, 2025

The complexity is shifting — application dependencies, AI integration, and business logic alignment are now the real headaches. Less incoming responsibility for the buyer Without the big “lift and shift” workload, the buyer’s IT team can treat the acquired systems as “business as usual.” This can reduce the urgency to engage.

M&A

CNBC: Investing

JUNE 16, 2025

"We acknowledge there are positive developments including: (1) a new hyperscaler customer; (2) expansion on OpenAI agreement; and (3) debt raise at lower cost of capital," analyst Brad Sills wrote in a note to clients. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. All Rights Reserved.

IPO

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction.

Business

Mergers and Inquisitions

JANUARY 8, 2025

Ive covered some of my business/career learnings in the past , but I havent written much about investing outside of these annual updates. If your country has no high-paying jobs or makes it difficult to start a business, leave! And money printing and debt levels took off and never looked back. Youll get bored in about a week.

Investment

iMerge Advisors

APRIL 9, 2025

Its a nuanced calculation shaped by financial performance, market dynamics, buyer appetite, and the strategic value your business offers. The most common metrics include: EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization): Often used for mature, profitable software businesses.

Valuation

CNBC: Investing

AUGUST 2, 2025

"In 2Q25, DAL's business and premium cabin revenues grew +4.7% The analyst said he also likes Delta's "steady message of free cash and debt reduction." Steady message of free cash and debt reduction." Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Stock

The TRADE

JANUARY 22, 2025

It’s been busy. We look for the opportunity that best achieves opportunistic returns on the best risk-adjusted basis, be it in equities, corporate bonds, distressed bonds, bank debt, or convertibles. Our business is relationship-based and complex whether it is market making or investment banking and origination deal making.

Funds

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In this example, assume $15 million is re-invested into the business and the seller keeps the remaining $60 million. Now assume the business grows to $150 million in enterprise value in four years and the PEG is ready to exit.

Private Equity

iMerge Advisors

APRIL 13, 2025

This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. Buyers will assess scalability, defensibility, and technical debt.

Valuation

Mergers and Inquisitions

JANUARY 22, 2025

But you would not build models for M&A deals, leveraged buyouts, or debt/equity issuances in research or at least, they would be far simpler than the IB versions. On the other hand, weekend work is far less common, so its easier to shut off outside of business hours. Investment Banking: Which Ones Right for You?

Investment Banking

MergersCorp M&A International

JULY 19, 2025

The BBB extends, modifies, and makes permanent many provisions first introduced under the Tax Cuts and Jobs Act (TCJA), while also introducing entirely new rules that will impact businesses and high-net-worth individuals and families for years to come. Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation.

Debt

Mergers and Inquisitions

DECEMBER 4, 2024

Sports Investment Banking Definition: In sports IB, bankers advise on equity and debt issuances, mergers, acquisitions, and restructuring deals for sports teams and leagues, sports-adjacent technology and services firms, and facilities such as arenas, stadiums, and racetracks. Can teams carry debt? What is Sports Investment Banking?

Investment Banking

Mergers and Inquisitions

OCTOBER 30, 2024

Within a company, there are also roles such as corporate development and business development, but these also focus on external entities. For example, a “Controller” at a family-owned business with 10 employees is completely different from a Controller at a Fortune 500 company with $20 billion in revenue.

Corporate Finance

CNBC: Investing

JUNE 11, 2025

" Lastly, direct lending, a subset of private debt, offers the most attractive yields and can be a good way to add income for qualified investors who meet financial thresholds, McMillion said. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

Portfolio

The TRADE

JULY 7, 2025

The third hire to Liquidnet’s US equities business is David Ramirez, who joins as a senior member of the high touch and program trading team, following on from his position as a top revenue generator on Instinet’s high touch desk.   Budds also most recently worked at Instinet as an executive director from August 2017 to April 2025.

Asset Management

How2Exit

JULY 1, 2025

He’s a global speaker, EO member, MIT graduate, and firm believer that small business is powered by soul—not spreadsheets. Seller-Financing Wins : Miller's first acquisition was a small, seller-financed deal—highlighting that not every transaction needs SBA debt or a PE fund. Observe before acting.

M&A

CNBC: Investing

AUGUST 11, 2025

CRWV 3M mountain CRWV, 3-month Still, the analyst is optimistic about the trajectory of the company's business pipeline, which could ultimately lead to growth in the long run. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved. 

Stock

CNBC: Investing

JULY 9, 2025

"The bond market is the 'adult in the room', saying 'Houston we have a problem', as it relates to deficits and debt levels. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Investment

CNBC: Investing

JUNE 18, 2025

More advisors also embraced private debt, with about 19% of participants saying they're turning to this asset class, compared to 12.5% Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

S&P

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. Can you investigate their businesses, come up with potential up-sell ideas, and see what type of headcount and sales rep productivity we’d need to make this work?”

Corporate Finance

Financial Times - Banking

JUNE 12, 2025

Are you not convinced? © THE FINANCIAL TIMES LTD 2025.

Recruitment

CNBC: Investing

JUNE 22, 2025

Worries over the size of the federal deficit and increasing debt arose from the president's tax bill working its way through Congress. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. recession and higher inflation. All Rights Reserved.

Stock

Focus Investment Banking

JANUARY 10, 2025

The focus of the collision vision in 2025 is to double down on the most important and timely topics in the collision repair business and to triple or even quadruple down on offering actionable insights for your business. And when the family business comes calling, you typically answer. It’s not good for business.

Private Equity

CNBC: Investing

JULY 8, 2025

national debt. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Once a senior advisor to Trump, Musk has had an acrimonious falling out with the president due to his staunch opposition to the tax and spending legislation. All Rights Reserved.

Shares

CNBC: Investing

JULY 10, 2025

He also looks at how much debt the issuer has, as well the affordability of its services — the water rates versus the demographic profile of the population. "If you are, you might have to go in and take on enough debt that you might have some stress on your current credit ratings," he said. All Rights Reserved.

Investors

Focus Investment Banking

AUGUST 4, 2025

How Mike Lampert Grew New England Truck Center Through Acquisitions In this episode of Know to Grow, Chandler Kohn sits down with Mike Lampert , founder of New England Truck Center, to unpack his journey from running a small, family-run towing and truck repair operation to leading a multi-location business across New Hampshire and Maine.

Acquisitions

Lake Country Advisors

AUGUST 8, 2025

When selling your business , one of the most significant decisions you’ll make is how you’ll get paid. This method has been gaining popularity, especially among small to mid-sized businesses, where buyers may not have immediate access to all the funds they need. Here’s what makes it appealing for many business owners.

Finance

CNBC: Investing

JUNE 9, 2025

This is something CEO Gary Friedman acknowledged on the earnings conference call last quarter… "While we expect a higher-risk business environment this year due to the uncertainty caused by tariffs, market volatility, and inflation risk, we believe it's important to separate the signal from the noise. . However, the weak U.S.

Retail

Software Equity Group

JUNE 25, 2025

We break down due diligence for SaaS companies into six areas of focus: Business Diligence Accounting Diligence Tax Diligence SaaS Diligence Tech Diligence Legal Diligence In this checklist, we’ll dive into each area and its importance. Service How does the service work in the eyes of the customer and from the backend of the business?

M&A

Beyond M&A

JUNE 16, 2025

Surely the tech is the business? You can patch technical debt. Why This Matters in Tech DD In Tech DD, especially for growth-stage or later-stage deals, we often obsess over architecture, scalability, tech debt, documentation, test coverage—the works. Surely the product is the innovation? Well… not quite. Really get it.

Architecture

The New York Times: Banking

JUNE 10, 2025

Learn more Stacy Cowley is a business reporter who writes about a broad array of topics related to consumer finance, including student debt, the banking industry and small business. When we learn of a mistake, we acknowledge it with a correction. If you spot an error, please let us know at nytnews@nytimes.com. See more on: U.S.

Banking

Global Newswire by Notified: M&A

JULY 30, 2025

This acquisition is a natural extension of our strategy to invest in scalable, high-margin businesses that align with long-term market trends. About Euronet A global leader in payments processing and cross-border transactions, Euronet moves money in all the ways consumers and businesses depend upon.

Mergers