Private Equity Info

AUGUST 12, 2025

These firms may be intentionally delaying exits, betting that there will be improvements in 2026 for market conditions, lower interest rates, or valuations. On the surface, it looks like the bigger players are leaning in, but the reality is different: they’re simply selling far fewer assets.

Private Equity

How2Exit

DECEMBER 2, 2024

With extensive experience across private equity, business turnarounds, and a creative approach to consulting for equity, Jamie has demonstrated a unique ability to transform underperforming companies into successful ventures.

Business

Lake Country Advisors

JUNE 11, 2025

From business valuation and buyer matchmaking to tax-efficient planning and entity transfer strategies, our experienced team of business brokers works alongside legal and financial experts to ensure no detail is overlooked.

Sale

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. You may have more options in certain groups, such as Treasury. What Are Corporate Finance Jobs?

Corporate Finance

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking

iMerge Advisors

APRIL 15, 2025

But make no mistake: this is a diligence item that can materially impact deal certainty and valuation. If youre unable to locate a contractor or they refuse to sign, document your efforts and consult legal counsel on next steps. What You Can Do Now to Fix It Fortunately, this is a solvable problemif addressed proactively.

M&A

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.). as most PE recruiting in other countries is off-cycle.

Private Equity

Lake Country Advisors

OCTOBER 31, 2024

Selling Your Share of the Business: Valuation Process: Establish how the value of a departing partner’s share will be calculated. Whether based on a formula, independent valuation, or market assessment, this ensures fairness in compensation when a partner exits. Ready to Take the Next Step?

Business

Sun Acquisitions

JULY 24, 2025

.” About Sun Acquisitions Sun Acquisitions is a premier mergers and acquisitions firm dedicated to assisting clients with confidential sales, acquisitions, and valuations of privately held companies.

Acquisitions

Mergers and Inquisitions

JULY 9, 2025

Ex-bankers, Big 4 / valuation professionals in related roles, and internal candidates from related teams (corporate finance, strategy, IR, etc.) a heavy focus on accounting concepts) and IB-style technical questions , especially around forecasting and valuation. Recruiting: Who Wins Strategic Finance Jobs? end up in these roles.

Corporate Finance

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. You can get the full details there, but the short version is that tariffs are very bad for companies, valuations, and deal activity, no matter what happens. I guess traders and restructuring bankers might benefit?

Valuation

Sun Acquisitions

JANUARY 8, 2025

By selling your IT orMSPbusiness now, its possible to take advantage of these broader macro trends which in turn can significantly enhance your valuation. Step Two: Find Your Valuation Heres the reality: Valuation isnt an exact science. Lets look at some of the factors that influence valuation.

Business

Focus Investment Banking

AUGUST 4, 2025

I mean, you know, often there’s a, there’s a valuation gap between what the seller’s willing to accept, what that, you know, you’re willing to pay. Have you outsourced that to almost a consultant? I mean that that this is kind of what we’re talking about and the purpose of it. Have you approached that?

Acquisitions

CNBC: Investing

JUNE 9, 2025

But Bernstein downgraded CrowdStrike on Friday to market perform from outperform, citing valuation concerns. 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 dollar has dropped 8% against the Mexican peso.

Trading

Sun Acquisitions

JUNE 20, 2025

The firm offers various services, including custom cabinetry, professional design consultations, complete project management, expert installation, and comprehensive home remodeling services.

Sale

Solganick & Co.

JULY 22, 2025

Combining technology consulting capabilities with WNS’s specialization in digital business process services to address demand for AI-driven operational transformation. Trace3 completed its acquisition of IVOXY , a Seattle-based infrastructure consulting firm, in June 2025.

Mergers and Acquisitions

Lake Country Advisors

JULY 31, 2025

A formal valuation provides the facts and reveals what is helping or hurting your business’s market value. Get a professional valuation : An objective third-party valuation reveals your current worth and gives you a benchmark for improvement. It also helps you avoid pricing too high or too low when it’s time to sell.

Business

Focus Investment Banking

AUGUST 12, 2025

In this environment, well-run companies are in high demand and often able to command premium valuations. If you’re thinking about a future transition, knowing what drives valuation in your specific niche and how to position your business accordingly is essential. Aqua Engineering Inc., Advanced Earth Sciences, Inc.

Engineering

Sun Acquisitions

JUNE 16, 2025

.” About Sun Acquisitions Sun Acquisitions is a premier mergers and acquisitions firm dedicated to assisting clients with confidential sales, acquisitions, and valuations of privately held companies.

Sale

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

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Getting this part wrong will yield incorrect synergies that will under/overstate the entire valuation. Staffing streamlining. streamlining.

Valuation

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

Truelytics: M&A

SEPTEMBER 2, 2021

At the time financial advisors, RIAs, and broker-dealers relied exclusively on expensive consultants to measure a business's performance and valuation. Partner With Truelytics: Do you work with RIAs and independent financial advisors?

Consulting

Francine Way

JULY 7, 2017

Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start. Any unions? Producing an ongoing deal flow.

M&A

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance

The Deal

JULY 20, 2023

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners managing director Connor Mitchell dives into the world of staffing and consulting M&A, which saw record transaction volumes and valuations last year.

Consulting

Focus Investment Banking

JANUARY 18, 2024

And will that mean that some of the privately held management consulting firms or other professional services companies will choose an IPO this year? There are only a few publicly traded companies in specialty consulting. FTI Consulting and CRA International (Charles River Associates) initially come to mind.

IPO

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Acers mentions, "Change the frame.

Sale

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

Private Equity

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation

Equiteq

SEPTEMBER 11, 2024

In the ever-evolving landscape of Environmental, Social, and Governance (ESG) consulting, the recent Equiteq report sheds light on significant trends, valuations, and mergers and acquisitions (M&A) activity.

Mergers and Acquisitions

Wizenius

OCTOBER 3, 2024

My student Jahnavi Raval secured an opportunity with Transaction Square as a Valuations Consultant. In Jahnavi's words, below is her testament of the support she got from Wizenius - Be Deal Ready "I'm excited to inform you that I got an offer from Transaction Square for the role of Consultant - Valuations.

Investment Banking

PCO M&A Specialists

MARCH 8, 2021

In this educational webcast Andrew de la Chapelle, Senior Strategic M&A Consultant and Dan Gordon, Founder of PCO M&A Specialists have a detailed and highly entertaining conversation to help demystify what is required for business owners to maximize their hard work.

Valuation

How2Exit

OCTOBER 2, 2023

Barnett is a small business expert, consultant, and author. Barnett, a renowned small business expert, consultant, and author, tackles the complex issue of risk assessment in buying a business versus staying in a salaried job. rn Valuation Insights: What's a Business Worth? rn About The Speaker: rn David C.

Business

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

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. rn Valuation and Exit Strategies: Navigating the Sale of a Healthcare Practice rn Valuing and selling a healthcare practice can be a complex process.

Healthcare