October, 2022

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Changing The Way You Think About Money

Banker on FIRE

Dealing with money inevitably fuses math and emotions. Sadly, we often fail at both. Theoretically, math should be the more straightforward component of the two. You are either good at it or not. The post Changing The Way You Think About Money appeared first on Banker on FIRE.

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Simple But Highly Effective Deal Sourcing Marketing Plan Template

How2Exit

Many times we know what we want to do, yet have difficulty figuring out where to start. If you are looking to acquire a company here is a simple template to get some ideas captured about starting the deal-sourcing process. --> Google doc version Make a copy - Simple But Highly Effective Deal Sourcing Marketing Plan Template Simple But Highly Effective Deal Sourcing Marketing Plan Template Goal or Objective: When we define goals we are talking about “S.M.A.R.T” goals.

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An old story in modern times. Duncan Mavin's pretty darn good book on Greensill

Bronte Capital

One of the stories of the financial crisis is that the bankers that ran big institutions, who had billions entrusted to them, and who projected the air of masters of the universe were in fact buffoons incompetent at anything other than organising their own bonus. The air came out of financial markets when you realised you just can't trust anything they say.

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I have my Black Duck audit reports; What’s next?

Synopsys: M&A

Get the most out of your Black Duck open source audit by understanding the report components and next steps you need to take. The post I have my Black Duck audit reports; What’s next? appeared first on Application Security Blog.

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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?

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Quarterly Review of Shareholder Activism – Q3 2022

The Harvard Law School Forum

Posted by Mary Ann Deignan, Rich Thomas, and Christopher Couvelier, Lazard, on Wednesday, October 19, 2022 Editor's Note: Mary Ann Deignan is Managing Director; Rich Thomas is Managing Director and Head of European Shareholder Advisory; and Christopher Couvelier is Managing Director at Lazard. This post is based on a Lazard memorandum by Ms. Deignan, Mr.

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Greatest Hits: Volume 41

Banker on FIRE

Rates vs bonds, brains vs money, and the truth about early retirement. Also, are you paying the "Ambition Tax"? And to wrap it up, the demons that lurk within. The post Greatest Hits: Volume 41 appeared first on Banker on FIRE.

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4 Financial Value Drivers For Managed Service Providers (MSPs)

How2Exit

Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. Growth in the rearview mirror is the price of admission to enter discussions, but buyers care most about what happens after the acquisition of your MSP. Monthly recurring revenue (MRR) growth is the most important factor with non-recurring revenue tied to MRR clients acting as a bonus for buyers.

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Solganick & Co. Advises Pandera Systems in its Strategic Merger with 66degrees

Solganick & Co.

Solganick & Co., Inc. (“Solganick”) is pleased to announce another successful transaction in its Tech-Enabled Services M&A group. Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners.

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Avoid anaphylactic shock by auditing dependencies in software due diligence

Synopsys: M&A

Ignoring dependencies of a seller’s source code during an audit could lead to missed license compliance and security issues. The post Avoid anaphylactic shock by auditing dependencies in software due diligence appeared first on Application Security Blog.

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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

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The Activism Vulnerability Report | Q2 2022

The Harvard Law School Forum

Posted by Jason Frankl and Brian G. Kushner, FTI Consulting, on Thursday, October 6, 2022 Editor's Note: Jason Frankl and Brian G. Kushner are Senior Managing Directors at FTI Consulting. This post is based on their FTI Consulting memorandum. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism by Lucian A.

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Rendia, Inc. Acquired by PatientPoint

Chesapeake Corporate Advisors

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – October 24, 2022 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Rendia, Inc. (“Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers an

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Much Better Than It Feels

Banker on FIRE

Why this time it really IS different The post Much Better Than It Feels appeared first on Banker on FIRE.

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Top 10 Value Drivers for Managed Service Providers MSPs

How2Exit

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important.

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How Embedded Analytics Gets You to Market Faster with a SAAS Offering

Start-ups & SMBs launching products quickly must bundle dashboards, reports, & self-service analytics into apps. Customers expect rapid value from your product (time-to-value), data security, and access to advanced capabilities. Traditional Business Intelligence (BI) tools can provide valuable data analysis capabilities, but they have a barrier to entry that can stop small and midsize businesses from capitalizing on them.

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Privacy and Cybersecurity Due Diligence Considerations in M&A Transactions

Deal Law Wire

Privacy and cybersecurity practices of target companies are being increasingly scrutinized throughout the due diligence process in M&A transactions. Particularly, buyers want to understand the risk and value inherent in sellers’ data assets and sellers want to manage transactional and post-closing risks. In the course of their privacy and cybersecurity due diligence, buyers should consider the following when assessing the risks associated with purchasing a company: First, how robust are the

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Advisor Financing For Partial Sales and Succession Planning

Truelytics: M&A

It seems like every day there is a new story in the wealth management industry press about acquisitions. Whether it be a large firm being acquired by an even bigger firm or a story highlighting M&A trends. But, one thing that often goes overlooked according to my guests Samantha Angell (Sam) and Greg Prokott , Managing Partners at Advisor Financing is most advisors never sell their business.

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Despite Slowdown in SPAC Activity, Opportunities Remain

The Harvard Law School Forum

Posted by Christopher M. Barlow, C. Michael Chitwood, and Gregg A. Noel, Skadden, Arps, Slate, Meagher & Flom LLP, on Wednesday, October 12, 2022 Editor's Note: Christopher M. Barlow , C. Michael Chitwood , and Gregg A. Noel , are partners at Skadden, Arps, Slate, Meagher & Flom LLP. This post is based on a Skadden memorandum by Mr. Barlow, Mr.

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10(b)(5) & Full Disclosure Representations

What's Market

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals.

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Embedding BI: Architectural Considerations and Technical Requirements

While data platforms, artificial intelligence (AI), machine learning (ML), and programming platforms have evolved to leverage big data and streaming data, the front-end user experience has not kept up. Holding onto old BI technology while everything else moves forward is holding back organizations. Traditional Business Intelligence (BI) aren’t built for modern data platforms and don’t work on modern architectures.

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A Rollercoaster Ride for Software Markets

Intrepid Banker Insights

Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels. 2022 has seen rising inflation and interest rates, twin global disruptions in Ukraine (invasion) and China (shutdowns), and an overall economic slowdown.

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Event Recording: A Conversation on M&A in Today’s Market

Cooley M&A

On September 28, 2022, Cooley sponsored the third virtual event in Axios’ Dealmakers series: A Conversation on M&A in Today’s Market. The event highlighted discussions surrounding the ever-changing dealmaking landscape of today and the impact of a recession on the future of the market. Axios technology and business reporter Kia Kokalitcheva and business editor Dan Primack had conversations with Kirsten Green, founder and managing partner at Forerunner Ventures, and Christina Mohr, vice chair

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Delaware Court Of Chancery Finds Buyer Assumed Post-Closing Liability In Connection With Seller's Pre-Existing Settlement Agreement

Shearman & Sterling

On September 30, 2022, Vice Chancellor Lori W. Will of the Delaware Court of Chancery granted summary judgment to the seller of several cigarette brands, finding that the buyer was responsible pursuant to an asset purchase agreement ("APA") for post-closing liability in connection with a pre-existing settlement between the State of Florida and the seller.

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Healthcare IT M&A Update Q3 2022

Solganick & Co.

October 7, 2022 – Manhattan Beach, CA – Solganick & Co. has published its latest Healthcare IT M&A Update for Q3 2022. The report covers the latest mergers and acquisitions trends and valuations for the industry sector. To summarize, the Healthcare IT M&A market was still active even though the economic market and stock market were volatile.

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How to Leverage AI for Actionable Insights in BI, Data, and Analytics

In the rapidly-evolving world of embedded analytics and business intelligence, one important question has emerged at the forefront: How can you leverage artificial intelligence (AI) to enhance your application’s analytics capabilities? Imagine having an AI tool that answers your user’s questions with a deep understanding of the context in their business and applications, nuances of their industry, and unique challenges they face.

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Activists anticipate the coming recession

The Harvard Law School Forum

Posted by Jason Booth, Insightia, on Monday, October 24, 2022 Editor's Note: Jason Booth is Vice President of Activism Editorial at Insightia, a Diligent Brand. This post is based on his Insightia memorandum. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Lucian A.

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Solving The Three Biggest Problems Facing Financial Advisors

Truelytics: M&A

While every financial advisor's business is unique, there are some common challenges faced by all independent advisors and RIAs. This week's guest, Julie Pinkerton , noticed that a few of these common challenges were actually really big problems. So, she set out to create a community solution, ClientFirst , that would help advisors and other financial professionals connect with each other to not only grow their businesses but to better serve their clients in the process.

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What Are “Trigger Events” and Why M&A Shouldn’t Be Dependent on Them?

Align Business Advisory Services

Trigger events are a change in circumstances for a business owner or a company as a whole, creating favorable conditions for a merger or acquisition. An example would be retirement planning on the end of the founder and head. But while trigger events usually encourage the owner to abandon the status quo and sell the. Read More » The post What Are “Trigger Events” and Why M&A Shouldn’t Be Dependent on Them?

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Sell a Business Fast

Sun Acquisitions

If you came to this article it’s likely you are looking to sell your business fast. But what is the timeline for a fast business sale? 54% of brokers say it takes anywhere from 6 to 11 months for a business to sell. The United States Small Business Administration puts the timeline at 24 months (2 years). However, this isn’t to say that it’s not possible to sell in a shorter time frame.

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Embedded Analytics Insights for 2024

Organizations look to embedded analytics to provide greater self-service for users, introduce AI capabilities, offer better insight into data, and provide customizable dashboards that present data in a visually pleasing, easy-to-access format. To better understand the factors behind the decision to build or buy analytics, insightsoftware partnered with Hanover Research to survey IT, software development, and analytics professionals on why they make the embedded analytics choices they do.

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No Undisclosed Liabilities Representations

What's Market

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals.

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Did the Inflation Reduction Act Create a SPAC Tax?

Cooley M&A

On August 16, 2022, House Resolution 5376 , the Inflation Reduction Act (IRA), was signed into law. An August 11 Cooley client alert explains some of the tax provisions contained in the IRA, including the 1% excise tax on certain stock buybacks, which may impact special purpose acquisition companies (SPACs) at key points in their life cycle. This blog post highlights the potential application of the excise tax to SPACs.

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World’s Best CHROs 2022 – LEADERS40

N2Growth

N2Growth recognizes the 2022 Best CHROs and Chief People Officers. These are the movers and shakers in the world's leading organizations.

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