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From Searcher to Sponsor: How to Buy a $22m Business | Yan Vinarskiy Interview

How2Exit

What began as a side hustle while maintaining his W2 job quickly escalated into a sophisticated capital raise and a deal structure far beyond his original expectations. Within a few years, he became both a guest and a sponsored entrepreneur through Mines Capital. in equity and securing SBIC-backed debt financing.

Business 130
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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Tell Me About a Recent Deal: Full Guide and Example

Mergers and Inquisitions

Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. If you go against my advice and discuss an equity or debt deal instead, you’d have to search for documents like the S-1 for an IPO or a credit rating update issued by the credit rating agencies. What about their investors? Why or why not?

M&A 59
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Key Financial Metrics Buyers Look for Before Acquiring a Business

Lake Country Advisors

In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale. Why Financial Metrics Matter in a Business Sale Most deals fall apart not because the business lacks potential, but because the numbers don’t hold up under scrutiny.

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People Moves Monday: Nomura Asset Management, UBS, Citadel Securities and more…

The TRADE

Citadel Securities Citadel Securities has named Scott Rubner the firm’s new head of equity and equity derivatives strategy.   Before his time at Goldman Sachs, Rubner worked at Merrill Lynch for more than ten years, most recently serving as a director.

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What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. Whether you're preparing for a full exit or exploring growth capital, understanding how to craft a compelling CIM is critical to a successful outcome.

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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. If you do IB, you can get into deal-based roles ( private equity , corporate development , venture capital , etc.),