SDR Ventures

AUGUST 24, 2022

SDR Ventures’ Principal, Geoff Eliason , recently went on The Deep Dive podcast hosted by the RIA Channel to discuss the benefits of wealth advisors and investment bankers working side-by-side to better serve the needs of business owners. The podcast was hosted by Jay Hummel, Co-Founder of The Wealth Advisor Growth Network. The post The Deep Dive Podcast: RIAs and the M&A Experience appeared first on SDR Ventures.

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Equiteq

AUGUST 24, 2022

Every summer, our NYC team invites students to take part in a 10-week internship program providing them with hands-on experiences of the entire transaction lifecycle from pitches to research to client management. The Equiteq team also put on training sessions on key skills required in a career in investment banking such as financial modeling and presentation skills.

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Financial Modeling Financial Models Investment Banking Bank 52

What's Market

AUGUST 22, 2022

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 Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Poi

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Mergers and Acquisitions M&A Insurance Mergers 52

Accenture Capital Markets

AUGUST 23, 2022

European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. While this could offer significant potential growth for these firms, realizing it will not be a simple matter. Clients are looking today for solutions that address rising inflation, their growing interest in sustainability, and their need to self-provide for retirement.

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Management

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. The questions and discussion framework were provided by a curated group of business owners and operators participating in a variety of industries including Media, IT, Technology, Industrials, Biomedical and Events & Catering.

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SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. The roundtable consisted of 40+ professionals from the Rocky Mountain Region. Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A Legal Firms To watch GF Data’s full coverage of the roundtable even

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Middle Market Private Equity Equities M&A 52

SDR Ventures

AUGUST 24, 2022

After serving middle-market business owners for nearly two decades, SDR understands the immense complexity and abundance of considerations that are coupled with an M&A transaction. We find that many of our clients at the beginning of an engagement are simply thinking of the dollar amount that will hit their bank account on the day of closing. What business owners often fail to account for is the outlying considerations within the broader M&A landscape as well as their near and short-term

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Business M&A Middle Market Economics 52

SDR Ventures

AUGUST 24, 2022

Article Overview Over the last 18 months, the SDR Ventures Team has taken a page out of the Private Equity playbook and successfully deployed a unique sell-side strategy to generate premium valuations for its clients. The strategy, which SDR labels the Pre-investment Roll Up (PIRU), creates value through consolidation by marketing two or more companies as a single investment.

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