Lake Country Advisors

FEBRUARY 28, 2024

Top Business Brokers , in particular, may be interested in acquiring businesses to expand their portfolio or assist clients in strategic acquisitions. Leveraging established relationships with these entities can significantly facilitate negotiations and increase the likelihood of a successful business deal.

Business 52

Business Negotiation Acquisitions Collaboration 52

Sica Fletcher

OCTOBER 23, 2024

It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. These documents include: How To Value an RIA: Key Documents by Type Sellers should be prepared to have their M&A advisor or a third party (usually provided by the advisor) review these documents in detail.

Valuation 52

Valuation M&A Insurance Advisory 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Lake Country Advisors

AUGUST 28, 2024

An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Preparing Your Financial Documents Organizing your financial documents is crucial in presenting your business as a transparent and trustworthy investment.

Business 52

Business Sale Valuation Manufacturing 52

How2Exit

MAY 9, 2023

Once the financials and legal aspects are understood, it is important to negotiate the terms of the purchase. This involves examining the financials, legal documents, and other aspects of the business. This includes ensuring that all documents are in order and that the transaction is completed in a timely manner.

Business 130

Business Investment IT Economics 130

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” They are chiefly responsible for the identification and vetting of investment opportunities.

Capital 52

Capital Book-building Investment Portfolio 52

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Periculum Capital

MARCH 8, 2024

SAM is a portfolio company of Peak Rock Capital. Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc., Mark will join SAM as Vice President of Digital Engineering and all PrecisionPoint employees will have the opportunity to grow their careers at a 2022 Top Workplaces award winner.

Sale 52

Sale IT Capital Advisory 52

M&A Leadership Council

FEBRUARY 21, 2024

However, as businesses move toward a portfolio-management model, where they are both acquiring new businesses and shedding loss leaders, effectively managing divestitures will become an increasingly important skill. Divestment has also already proven a valuable strategy for value creation.

Business 59

Business IT Mergers and Acquisitions M&A 59

How2Exit

MARCH 19, 2023

As a result, family offices are allocating a record high percentage of their portfolios in direct operating businesses. It is also important to ask them questions about their process, such as how long it usually takes to close a deal, how they handle negotiations, and how they handle the paperwork.

Business 130

Business Broker Mergers and Acquisitions IT 130

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. This foresight can shape buyer selection and deal timing.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

Cooley M&A

SEPTEMBER 25, 2020

In the event of a legitimate financing failure, a seller’s sole remedy would be to terminate the purchase agreement and collect the negotiated reverse termination fee. The types of claims that were prohibited by the transaction documents are commonly referred to as “non-retained claims.”

Debt 40

Debt Finance Finance Private Equity 40

iMerge Advisors

APRIL 9, 2025

Strategic buyers, in particular, will pay more for companies that offer a competitive edge or fill a gap in their portfolio. Streamline operations clean up financials, reduce customer concentration, and document key processes. Do you have defensible IP or a unique go-to-market strategy? Thats where experienced advisors come in.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., During this time, sellers should be prepared to field difficult questions and provide additional documentation, especially if it pertains to any errors & omissions (E&O).

M&A 52

M&A Insurance Valuation Advisory 52

Devensoft

AUGUST 22, 2023

Whether it’s merging two companies or acquiring a complementary business, deal makers strategically navigate through complex negotiations and due diligence processes, aiming to create stronger, more competitive entities. What was once seen as a purely financial strategy has evolved into a powerful tool for growth and innovation.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. A lawyer will come in after due diligence is complete when closing documents are being drawn out. If this is something that you wish to do, you have to create detailed documentations of every aspect of your business. You will be entitled to interest.

Business 52

Business Sale Broker IT 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

Stockholders Litigation , has potentially significant implications for corporations and their boards in the negotiation of investment agreements with significant stockholders. The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. 3d 304 (Del.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Cooley M&A

MAY 21, 2021

On March 6, 2020, DecoPac, a portfolio company of private equity firm Snow Phipps, entered into an agreement to be acquired by an affiliate of private equity firm Kohlberg & Company for $550 million. However, the lenders remained committed to close on the terms of the debt documents that were executed at signing.

M&A 40

M&A Debt Private Equity Finance 40

Devensoft

AUGUST 24, 2023

Through financial synergy, organizations can access new funding sources, negotiate better terms with suppliers or customers, and optimize their capital structure. Ensure that all necessary approvals, permits, and documentation are in place for a smooth transition. Make data-driven decisions that guide value-maximizing strategies.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Growth Business

MARCH 1, 2024

A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance. Those discussions were about social impact, strategy, the marketplace and the team.

Private Equity 59

Private Equity Equities Investment Business 59

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. They can help assess the financial and legal risks of the transaction, identify potential deal-breakers, and provide guidance on structuring the deal.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Lake Country Advisors

JANUARY 21, 2025

This can be a transformative step for high-net-worth individuals or seasoned investors to build wealth, diversify their portfolios, and achieve long-term financial goals. Reviewing Essential Financial Documents A thorough review of financial documents is the foundation of any investment decision.

Business 105

Business Investment Profitability S&P 105

Sun Acquisitions

APRIL 15, 2025

Ensure your numbers are clear and well-documented, with no commingling of funds. Buyers will examine these documents closely, so anticipate that and make a strong case for having a well-run operation with good prospects for ongoing profitability. Next you should ensure all key processes are thoroughly documented.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Growth Business

OCTOBER 31, 2024

Look into their investment history and portfolio to understand how they think, make decisions, and manage their investments. You should also seek to understand the makeup of the investors’ wider portfolio, which will indicate how experienced they are in supporting companies like yours and flag any potential conflicts of interest.

Investment 97

Investment Investors Equities Business 97