Capital, M&A and Negotiation - Investment Banking Today

Arthur Petropoulos: Helping Companies Sell and Secure Capital through M&A

How2Exit

OCTOBER 8, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn _ rn About The Guest(s): Arthur Petropoulos is the managing partner at Hill View Partners, a firm that specializes in helping privately held companies sell themselves and secure capital.

M&A

M&A Capital Securities Mergers and Acquisitions

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Faster Timelines: Seize the Moment The M&A world is all about speed and agility.

M&A

M&A Mergers and Acquisitions Collaboration Valuation

Why is Net Working Capital Important in M&A?

Software Equity Group

JUNE 14, 2023

One such metric is net working capital (NWC). And there may be intense negotiations concerning this number that could delay the closing or impact how much you ultimately take away from the deal. What is Net Working Capital? NWC is a fundamental accounting indicator for any business.

M&A

M&A Capital Negotiation Accountant

The M&A Lawyer Blog Publishes Forms Database

The M&A Lawyer

OCTOBER 19, 2016

Absent an eidetic memory, even the most accomplished M&A attorneys need precedent consents, agreements, certificates, checklists, filings and other documents to consummate a transaction, and the quality of the forms used directly impacts the allocation of rights and obligations of the parties and, ultimately, the success or failure of the deal.

M&A

M&A Mergers and Acquisitions Sale Bulge Bracket

Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A

M&A Consulting Mergers and Acquisitions Valuation

Intro to M&A Representations and Warranties

The M&A Lawyer

SEPTEMBER 8, 2015

The primary transaction agreement in every M&A deal contains representations and warranties, colloquially referred to as “reps and warranties” or simply “reps,” from each party to the other. Why do representations and warranties get so much attention? Reps serve four primary functions. Disclosure. Walk rights.

M&A

M&A Insurance Financial Statement Negotiation

M&A Blog #06 – debt (Part I – role and trade-offs, categories and key characteristics)

Francine Way

MAY 14, 2017

In the last two blog posts, we walked through capital structure and how it impacts M&A activities and vice versa. To be explicitly clear, I am recommending the use of the following ranked capital sources when paying for an acquisition: cash (from the balance sheet), debt (at a reasonable level), and equity.

Debt

Debt M&A Trading Capital

M&A 101: 5 key things many business leaders don’t know

Growth Business

JANUARY 29, 2024

By Jeannette Linfoot on Growth Business - Your gateway to entrepreneurial success Mergers and acquisitions (M&As) are essential in the corporate world, as companies buy and sell each other to expand their businesses and increase profitability. Once this offer has been presented, the two companies can negotiate terms in more detail.

M&A

M&A Business Mergers and Acquisitions Negotiation

M&A Blog #14 – valuation (roles, types, equity & enterprise values)

Francine Way

JULY 10, 2017

It is no different in M&A. The core element of M&A is company valuation. It is not an exaggeration to say that firm value is the most important characteristics in M&A. The range of value: Typically depends on performance variables (sales, margins, and capital requirements).

Valuation

Valuation M&A Equities Shares

Who Are the Best M&A Advisors for Tech Companies?

iMerge Advisors

APRIL 10, 2025

Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Who are the best M&A advisors for tech companies?

iMerge Advisors

APRIL 9, 2025

Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.

M&A

M&A Boutique Valuation Mergers and Acquisitions

The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A

M&A Mergers and Acquisitions Financial Analysis Financial Statement

Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed

How2Exit

APRIL 22, 2024

b' E205: Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed - Watch Here rn rn About the Guest(s): rn Parnell Speed is a seasoned professional with a background in engineering and experience in the real estate sector.

Finance

Finance Finance Capital Funds

Elizabeth Knopf: M&A Investor and Growth Expert Shares Strategies for Success

How2Exit

NOVEMBER 6, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn _ rn About The Guest(s): Elizabeth Knopf is an M&A investor and growth expert with over 15 years of experience in the tech industry. Reconciled sets the standard for consistency and quality that you can count on.

M&A

M&A Investors Shares Acquisitions

8 We Learned About Saving Businesses from Distress by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy

How2Exit

MARCH 5, 2023

8 We learned by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy E2 - Watch here The How to Exit podcast recently interviewed two industry leaders, Brooker Kraft and Ali Taraftar, who have created a company that is addressing a unique market opportunity. Concept 1: Invest in the markets wisely.

Business

Business Capital Negotiation Debt

M&A Trends for 2025: Navigating the Future of Corporate Consolidation

MergersCorp M&A International

DECEMBER 31, 2024

As we stand on the precipice of 2025, the landscape of mergers and acquisitions (M&A) is set to undergo significant transformations driven by a confluence of economic, technological, and geopolitical factors. For instance, sectors like healthcare, technology, and renewable energy are expected to be hotbeds of strategic M&A activity.

M&A

M&A Corporation Mergers and Acquisitions Acquisitions

M&A Blog #24 - Merger Relative Valuation

Francine Way

JUNE 22, 2020

Many things have happened since then, including having 2 Corporate Development & Strategy jobs with a large, domestic conglomerate in Jacksonville, Florida and a smaller international technology company in Seattle, Washington. As a Corporate Development & Strategy personnel, my task was to answer these questions.

Valuation

Valuation M&A Mergers Mergers and Acquisitions

M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser

How2Exit

NOVEMBER 27, 2023

b' E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A

M&A Mergers and Acquisitions Profitability Securities

12 Concepts We Can Learn About M&A Deals and Attorneys From How2Exit's Interview Mathew Saur

How2Exit

MAY 15, 2023

His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes. Ron Concept 1: Why He Got Into Corporate Law Entering the corporate law field can be a daunting prospect, but it can also be incredibly rewarding.

M&A

M&A Mergers and Acquisitions Private Equity Business

Top 7 Pitfalls That Buyers Face During M&A Diligence, with Joe Beer

Sun Acquisitions

JANUARY 24, 2022

Knowing what to look out for during due diligence and surrounding yourself with a team of trusted M&A advisors can help offset the inherent dangers with mergers and acquisitions. Pitfall #1 Failing to choose the right M&A advisors. Without further ado, let’s go into the first due diligence pitfall.

M&A

M&A Mergers and Acquisitions Business Acquisitions

12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. 57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia.

M&A

M&A Mergers and Acquisitions Acquisitions Mergers

11 Things We Learned about M&A by Interviewing Christian Haack

How2Exit

MARCH 16, 2023

11 Things We Learned about M&A by Interviewing Christian Haack E105: Watch Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

M&A

M&A Private Equity Business Investment

10 Concepts We Can Learn About M&A and Growth Via Acquisition From How2Exit's Interview With Marty Fahncke

How2Exit

MAY 16, 2023

This strategy involves identifying potential acquirers, negotiating the deal, and closing the transaction. This strategy involves identifying potential acquirers, negotiating the deal, and closing the transaction. Acquisitions can be an efficient way to quickly expand a business, gain market share, and increase profits.

M&A

M&A Acquisitions Broker Mergers and Acquisitions

Nexans enters into exclusive negotiations with Latour Capital for the sale of Lynxeo

Global Newswire by Notified: M&A

MARCH 17, 2025

Nexans enters into exclusive negotiations with Latour Capital for the sale of Lynxeo PRESS RELEASE Nexans announces having entered into exclusive.

Negotiation

Negotiation Sale Capital

How to Manage Working Capital in an M&A Transaction

Focus Investment Banking

JUNE 5, 2023

Mergers and acquisitions (M&A) can be a great way for businesses to expand their operations, enter new markets, and increase profitability. One of the most critical metrics to evaluate the financial health of a target business is its working capital, which measures the company’s operational liquidity. What Is Working Capital?

M&A

M&A Capital Management Mergers and Acquisitions

Comprehensive Guide to M&A Due Diligence in Today’s Turbulent Economic Environment

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. According to a study by Deloitte, over 90% of M&A deals fail to achieve their objectives, often due to inadequate due diligence.

Economics

Economics M&A Management Financial Statement

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

JANUARY 8, 2025

Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. Always aim for a diversified client base.

Business

Business IT Sale Valuation

Navigating M&A Financing: A Guide for Mid-Sized Businesses

Sun Acquisitions

OCTOBER 21, 2024

In the dynamic world of mergers and acquisitions (M&A), financing plays a pivotal role in bringing deals to fruition. For mid-sized businesses eyeing growth opportunities through M&A, understanding the available financing options is essential for success.

M&A

M&A Finance Finance Business

What is a Term Sheet? Term Sheet Template and Negotiation for SaaS Businesses

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. What is a Term Sheet?

Negotiation

Negotiation Business M&A Valuation

Rubis: Rubis enters into exclusive negotiations with I Squared Capital for the sale of its 55% stake in the JV Rubis Terminal

Global Newswire by Notified: M&A

MARCH 12, 2024

Paris, 13 March 2024, 7:20am Rubis today announces it has entered into exclusive negotiations with I Squared Capital for the sale of its 55% stake in.

Negotiation

Negotiation Sale Capital IT

10 Things You and I Can Learn about M&A and Entrepreneurship from Our Interview of Jeanette Holm - Award Winning Entrepreneur

How2Exit

MARCH 18, 2023

Ron Concept 1: Start Small, Dream Big When it comes to starting a business, it is easy to be overwhelmed by the thought of the potential risks and obstacles. However, it is important to remember that it is possible to start small and dream big. This is the approach that Jeanette Holm, an experienced and award-winning entrepreneur, has taken.

M&A

M&A Profitability Business Book-building

Navigating Uncertainty: Strategies for Financing M&A Deals in a Volatile Economy

Sun Acquisitions

AUGUST 19, 2024

Economic volatility adds an extra layer of complexity to the ever-evolving landscape of mergers and acquisitions (M&A). Uncertain economic times, marked by market fluctuations and unpredictable consumer behavior shifts, pose significant challenges for financing M&A deals.

M&A

M&A Finance Finance Economics

The Crucial Role of Net Working Capital in M&A: Beyond Cash Management

Chesapeake Corporate Advisors

OCTOBER 31, 2023

However, when it comes to M&A, cash alone does not tell the full story. In M&A transactions, the focus shifts from cash to a broader view of a company’s financial health. Here’s the intriguing part: NWC in M&A typically doesn’t include cash in the calculation.

M&A

M&A Capital Management Accountant

12 Concepts We Can Learn About Small Business M&A Deals on How2Exit's Interview W/ Eric Grafstrom CEO of ExitGuide.com

How2Exit

APRIL 24, 2023

Through his experience, Eric has learned the mechanics of buying and selling businesses, especially in the venture capital space. Buying and selling businesses online can be a great way to increase capital and expand a business. With the right tools and resources, it is easier than ever to find the perfect business to buy or sell.

M&A

M&A Business Broker Sale

Benefits of Hiring an M&A Advisor

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

M&A

M&A Mergers and Acquisitions Negotiation Mergers

As the generative AI craze rages on, Ramp acquires customer support startup Cohere.io

TechCrunch: M&A

JUNE 26, 2023

Founded in 2020, New York-based Cohere.io (not to be confused with Cohere, another AI startup that recently raised capital ) raised $3.1 million in a seed funding round led by Initialized Capital, later tacking on another $400,000 in funding. Other backers include Y Combinator, BoxGroup, Soma Capital, Shrug Capital and Chapter One.

Capital

Capital IT Acquisitions Capital Raising

Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

How2Exit

SEPTEMBER 2, 2024

Currently, Danny focuses on M&A activities, primarily within the marketing and creative agency sectors. Having worked for giants like KPMG and PwC, his M&A proficiency spans corporate structuring, transactions, and strategic exits. He's now partnered with Danny to co-lead fascinating M&A ventures.

Acquisitions

Acquisitions M&A Mergers and Acquisitions Book-building

Understanding the Differences Between Sell Side and Buy Side in M&A Markets

Devensoft

JUNE 14, 2023

If you’re looking to navigate the world of mergers and acquisitions (M&A) effectively, it’s crucial to understand the differences between sell side and buy side transactions. These two approaches to M&A can have vastly different outcomes, depending on the goals of the parties involved.

M&A

M&A Negotiation Business Mergers and Acquisitions

Escrows in M&A Transactions

Focus Investment Banking

JUNE 17, 2024

For a new client, we recently had to spend a bit of time up front explaining how escrows work in M&A transactions and why they exist. One typically sees escrows in two areas: working capital and in enforcing a seller’s representations and warranties. Working capital escrows work in this way.

M&A

M&A Financial Statement Capital Insurance

Software M&A Update

Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. This deal represented the largest enterprise software deal of 2023.

M&A

M&A Mergers and Acquisitions Acquisitions Economics

Software M&A Update

Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. This deal represented the largest enterprise software deal of 2023.

M&A

M&A Mergers and Acquisitions Acquisitions Economics

Talonvest Capital Negotiates $9.75 Million Life Company Bridge Loan

Global Newswire by Notified: M&A

DECEMBER 21, 2023

21, 2023 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc., IRVINE, Calif., a boutique self-storage and commercial real estate advisory firm, along with their client, Strategic Storage Growth Trust III, Inc. SSGT III”), a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc.

Negotiation

Negotiation Capital Boutique Advisory

Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

FEBRUARY 24, 2025

Periculum Capital Company, LLC (Periculum) is pleased to announce it advised Hope Plumbing (Hope or the Company), an Indianapolis-based provider of residential plumbing services, in its recapitalization by Redwood Services (Redwood). Periculum was introduced to the Hope team by a past client that understood the value of an investment bank.

Sale

Sale IT Investment Banking Advisory

Mergers and Acquisitions Valuation Strategies: Unlocking the Secrets to Successful M&A Transactions

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.

Mergers and Acquisitions

Mergers and Acquisitions Valuation M&A Mergers

Arthur Petropoulos: Helping Companies Sell and Secure Capital through M&A

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Trending Sources

Why is Net Working Capital Important in M&A?

The M&A Lawyer Blog Publishes Forms Database

Creating an M&A Playbook with ChatGPT as Your Consultant

Intro to M&A Representations and Warranties

M&A Blog #06 – debt (Part I – role and trade-offs, categories and key characteristics)

M&A 101: 5 key things many business leaders don’t know

M&A Blog #14 – valuation (roles, types, equity & enterprise values)

Who Are the Best M&A Advisors for Tech Companies?

Who are the best M&A advisors for tech companies?

The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success

Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed

Elizabeth Knopf: M&A Investor and Growth Expert Shares Strategies for Success

8 We Learned About Saving Businesses from Distress by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy

M&A Trends for 2025: Navigating the Future of Corporate Consolidation

M&A Blog #24 - Merger Relative Valuation

M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser

12 Concepts We Can Learn About M&A Deals and Attorneys From How2Exit's Interview Mathew Saur

Top 7 Pitfalls That Buyers Face During M&A Diligence, with Joe Beer

12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho

11 Things We Learned about M&A by Interviewing Christian Haack

10 Concepts We Can Learn About M&A and Growth Via Acquisition From How2Exit's Interview With Marty Fahncke

Nexans enters into exclusive negotiations with Latour Capital for the sale of Lynxeo

How to Manage Working Capital in an M&A Transaction

Comprehensive Guide to M&A Due Diligence in Today’s Turbulent Economic Environment

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Navigating M&A Financing: A Guide for Mid-Sized Businesses

What is a Term Sheet? Term Sheet Template and Negotiation for SaaS Businesses

Rubis: Rubis enters into exclusive negotiations with I Squared Capital for the sale of its 55% stake in the JV Rubis Terminal

10 Things You and I Can Learn about M&A and Entrepreneurship from Our Interview of Jeanette Holm - Award Winning Entrepreneur

Navigating Uncertainty: Strategies for Financing M&A Deals in a Volatile Economy

The Crucial Role of Net Working Capital in M&A: Beyond Cash Management

12 Concepts We Can Learn About Small Business M&A Deals on How2Exit's Interview W/ Eric Grafstrom CEO of ExitGuide.com

Benefits of Hiring an M&A Advisor

As the generative AI craze rages on, Ramp acquires customer support startup Cohere.io

Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

Understanding the Differences Between Sell Side and Buy Side in M&A Markets

Escrows in M&A Transactions

Software M&A Update

Software M&A Update

Talonvest Capital Negotiates $9.75 Million Life Company Bridge Loan

Periculum Advises Hope Plumbing in its Sale to Redwood Services

Mergers and Acquisitions Valuation Strategies: Unlocking the Secrets to Successful M&A Transactions

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