Lake Country Advisors

MAY 9, 2025

At this stage, consider involving an experienced business broker or M&A consulting firm to identify internal gaps, clarify your value proposition, and outline a timeline. Additional points to consider include: Tax Implications: Consult with financial professionals to structure the sale to minimize tax liabilities.

Middle Market

Global Newswire by Notified: M&A

AUGUST 5, 2025

“We’re excited to join Arax, not only as advisors focused on expanding our business but as partners committed to elevating the experience we deliver to our clients,” said Michael Ott, Brent Spicuzza, and Pete Donovan, Managing Partners and Senior Financial Consultants at Summit Wealth Strategies. “At

Investment

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. What Are Corporate Finance Jobs? Anything that involves working with clients or working on deals is better than corporate finance in most cases.

Corporate Finance

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Each of these acquisitions has been a strategic step in expanding the companys portfolio and strengthening its position in the market. ORLANDO, FL.,

Consulting

CNBC: Investing

AUGUST 2, 2025

When evaluating an investment, the firm also hires specialty and general management consultants, expert cost analysts and industry specialists. Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich.

IT

Mergers and Inquisitions

JULY 9, 2025

Management consultants are strong candidates for corporate strategy roles but are less competitive here unless they’ve done a lot of finance-related work, such as due diligence and integration projects for M&A deals. VC is probably the most feasible one, at least if you’ve worked at a startup or growth company before.

Corporate Finance

CNBC: Investing

JULY 21, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock

CNBC: Investing

JUNE 9, 2025

The trade ahead of CPI and PPI Jimmy Lee of Wealth Consulting group sees inflation improving and growing opportunities in interest rate sensitive cyclicals and small caps. " The iShares MSCI Mexico ETF (EWW) has gained nearly 30% year to date. The dollar has dropped 8% against the Mexican peso.

Trading

CNBC: Investing

JULY 22, 2025

If you're not sure how to answer those questions, please consult a financial advisor. In the bigger, longer-time frame portfolios we managed, this possible pullback is noise and not something to be bothered with. There is not one proper way to invest and speculate in the markets. You have to decide what best meets your objectives.

Investment

Global Newswire by Notified: M&A

JUNE 27, 2025

With a 24-year legacy of delivering high-value financial advisory solutions, GlassRatner has built a reputation for excellence in Restructuring, Turnaround Management & Bankruptcy Consulting; Forensic Accounting & Litigation Support; and Transaction Support Services—such as Due Diligence and Quality of Earnings Reviews.

Advisory

CNBC: Investing

JULY 28, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock

Private Equity Info

JUNE 9, 2025

Subscribe to our Monthly Trends newsletter Founded in 2005, Private Equity Info (Privateequityinfo.com) has become the trusted source for M&A Research through its ability to perform rich, targeted searches of private equity firms, their investment interests, portfolio companies, professional bios, and more.

Private Equity

CNBC: Investing

JULY 7, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Investment

CNBC: Investing

JULY 14, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock

CNBC: Investing

JUNE 9, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock

CNBC: Investing

AUGUST 4, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Shares

CNBC: Investing

JUNE 16, 2025

You should consult appropriate advisors concerning such matters. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity

Global Newswire by Notified: M&A

JULY 2, 2025

Accessibility: Skip TopNav Bowman Acquisition of e3i Engineers Immediately Expands Data Center Design and Interior Systems Engineering Capabilities July 02, 2025 07:30 ET | Source: Bowman Consulting Group, Ltd. Bowman Consulting Group, Ltd. July 02, 2025 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. RESTON, Va.,

Engineering

CNBC: Investing

JULY 31, 2025

"I've been talking about this as the toy fad that wasn't," said Chris Byrne, an independent analyst and consultant known as the "Toy Guy." Life-sized Labubu costumes have been spotted everywhere from nightclubs to protests.

Business

PE Hub

MAY 31, 2023

Optiv is a portfolio company of KKR. The post CVC Credit supports refinancing of cybersecurity consultancy Optiv appeared first on PE Hub.

Consulting

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio

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. Developing an M&A playbook is typically a challenging and time-consuming task, regardless of whether it is done internally or with consultants.

M&A

Deal Lawyers

FEBRUARY 11, 2025

This FTI Consulting article discusses ways that PE firms can use AI to drive value for their portfolio companies.

Portfolio

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A

OfficeHours

MAY 21, 2023

Check out our Associate Training Program Portfolio Company Monitoring and Reporting Aside from finding new investments, private equity associates spend a considerable amount of time monitoring and reporting on the portfolio companies the fund has invested in. Learn the essential strategies for financial modeling.

Private Equity

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity

Global Newswire by Notified: M&A

SEPTEMBER 24, 2024

Fort Lauderdale, Sept.

Engineering

TechCrunch: M&A

MAY 16, 2023

It’s not clear if IBM is making this acquisition for internal purposes or to beef up its security portfolio: The company has extensive holdings already in the area of security , covering software, managed security and consulting, and it has made a number of acquisitions in the space to build that out.

Securities

Growth Business

FEBRUARY 21, 2024

As the portfolio director for Oracle’s e-business suite , you’ll lead a team of over 80 consultants and support over 30 customers to deliver a portfolio of circa £8 million, and will lead a team to deliver ASPIRE managed services. Get all the requirements. #2

Engineering

Solganick & Co.

AUGUST 21, 2024

August 20, 2024 – Solganick has published its latest mergers and acquisitions (M&A) update on AWS Services Consulting Partners. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion.

M&A

OfficeHours

JUNE 6, 2023

Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation. As a private equity professional, you will regularly interact with various stakeholders, including team members, clients, investors, and portfolio companies.

Private Equity

Midaxo

APRIL 17, 2023

Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.

M&A

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors

TechCrunch: M&A

JUNE 2, 2023

Consistent with its fiduciary duties, and in consultation with its independent financial and legal advisors, the Stratasys Board of Directors carefully reviewed and evaluated the revised proposal,” Stratasys noted in a release. per share cash offer). 3D Systems, a massive player in its own right, low-balled Nano Dimension’s offer, at $7.50

Mergers and Acquisitions

How2Exit

APRIL 29, 2024

rn rn rn Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space. Tina's journey from hands-on entrepreneurship to M&A consultancy is paved with rich insights into the world of business growth and transitions.

M&A