How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Education and training for both sellers and buyers are crucial in the market. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Solganick & Co.

JANUARY 25, 2024

January 15, 2024 Shifting Gears: Mergers and Acquisitions Reshape the Education, Learning, and Training Technology Landscape in 2023 and Beyond The Education, Learning, and Training Technology sectors went through a transformative dance in 2023. Top 10 Education, Learning and Training Technology M&A Transactions of 2023: 1.

Education 52

Education M&A Mergers and Acquisitions Investment Banking 52

How2Exit

NOVEMBER 18, 2024

E257: What Does It Take to Close a Deal? Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED - Watch Here About the Guest(s): Jordan Wagner is the CEO and founder of the Exit Group, a firm specializing in assisting private equity firms and large corporations in acquiring businesses.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

How2Exit

APRIL 22, 2024

Transitioning into the mergers and acquisitions (M&A) space, he was particularly drawn to the concept of roll-ups and sought to deepen his expertise through a dedicated training program. rn rn rn Creativity in sourcing and arranging capital is crucial; it's about finding the right money rather than just any money.

Finance 130

Finance Finance Capital Funds 130

CNBC: Investing

JUNE 20, 2025

In this case, I'm using a couple of key technical indicators to spot whether CVNA is setting up for a bounce: RSI (relative strength index): RSI is a flexible indicator that helps identify both trend reversals and continuations. While the standard MACD can lag a bit, I often use a short-term version to catch momentum shifts sooner.

Retail 78

Retail Stock S&P Trading 78

InvestmentBank.com

AUGUST 14, 2019

Introduction Education technology (EdTech) is a term used to describe the industry that combines education and technological advances, revolutionizing the conventional landscape of education. It is evident that technology has unlocked the power of education beyond imagination. Even though digitization only occupies 2.6%

Education 52

Education Mergers and Acquisitions Capital Investment 52

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Options trade To capitalize on AAPL's potential downside, I'm buying a July 18 $195/$180 put vertical @ $3.99 This entails: Buying the July 18 $195 put @ $5.70

Trading 64

Trading S&P Valuation Investment 64

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. If you are interested in exploring your options, our team of M&A professionals is here to help.

M&A 52

M&A Capital Raising Investment Banking Business 52

Devensoft

AUGUST 14, 2023

Streamlining Integration Management Office (IMO) for Better Efficiency Mergers and Acquisitions (M&A) are complex undertakings that require careful planning and execution. One of the critical components of M&A is the Integration Management Office (IMO). Don’t have time to read the full article? Get a copy to-go.

M&A 52

M&A Mergers and Acquisitions Management Mergers 52

How2Exit

OCTOBER 2, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn - rn rn About the Video/Host: rn Codie Sanchez is an entrepreneur, investor, and founder of Contrarian Thinking, a platform that educates and empowers individuals to buy and grow businesses. rn "The highest leverage activity is cash."

Book-building 130

Book-building Profitability Acquisitions Business 130

How2Exit

SEPTEMBER 4, 2023

Their team is experienced in M&A, and they hire the best talent available. Jay also discusses the rule of 40, which states that the percentage of annual growth plus or minus the percentage of profit should equal 40 or more for a company to be in great shape. rn Key Takeaways: rn rn Entrepreneurs are born, not trained or taught.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

OfficeHours

JUNE 26, 2023

Notably, with limited real estate after incorporating new deal experience, you should move your education section to the bottom of your resume and make sure the experiences you include relate to the next job you are looking for. After all, you want to leave them impressed and eager to have you on their team.

Private Equity 130

Private Equity Equities Recruitment Investment Banking Analyst 130

IBG

JANUARY 9, 2023

Good News for M&A Brokers: Congress Passes a New Securities Registration Exemption for Merger and Acquisition Brokers. Johnson , M&AMI. A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

CNBC: Investing

JULY 8, 2025

"We feel near-term shares face downside risk as CRWV bulls have the option to buy CORZ at a discount today (30% off from where proposed M & A price is)," the analyst said. Analysts at Mizuho Securities and Stifel downgraded the artificial intelligence cloud computing stock to hold in the last 24 hours.

IPO 73

IPO Stock Media Investment 73

CNBC: Investing

JUNE 24, 2025

For this particular setup, I'm focusing on Mastercard (MA). For the MA trade, I'm using the following technical indicators to build out my thesis: Support & resistance: Support and resistance zones are often straightforward to identify, and in MA's case, there's clear long-term support around the $530 level.

Trading 58

Trading Book-building Stock Investment 58

How2Exit

MARCH 24, 2024

rn rn rn ESOPs impact the community by keeping the business local, retaining jobs, and allowing profit to stay within the community rather than going to external investors. rn rn rn "The profits are building up equity that is dispersed across the employee base." rn rn rn ".as rn rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

Focus Investment Banking

DECEMBER 3, 2024

Joining us today are two industry leaders from Three M, Scott Shin, Advanced Technical Service Specialist in the Personal Safety Division at Three M, and Jason Charton, Global Industry Relations Leader for the collision repair industry at Three M. Automotive aftermarket division or three M collision. Scott Shin: Good.

M&A 52

M&A IT Education Engineering 52

CNBC: Investing

JULY 1, 2025

For this trade, I'm relying on two technical tools: MACD The Moving Average Convergence Divergence (MACD) is a reliable indicator for spotting trend reversals. I'm using the standard settings (12, 26, 9), which are widely followed. I'm using the standard settings (12, 26, 9), which are widely followed.

Trading 70

Trading Stock IT M&A 70

How2Exit

SEPTEMBER 4, 2023

Their team is experienced in M&A, and they hire the best talent available. Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Reconciled sets the standard for consistency and quality that you can count on.

Business 130

Business Mergers and Acquisitions Education Broker 130

Tyton Partners

MAY 17, 2024

Private equity firms have significantly increased their involvement in the early childhood education (ECE) sector in recent years, investing in brick-and-mortar centers, technology providers that sell into the space, and services that can support caring for and educating our nation’s youngest.

Investment 59

Investment Private Equity Profitability Education 59

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we address common questions of business owners relating to the sell side M&A process. These measures include well written Confidentiality and Non-Disclosure Agreements; generalized, nondescript marketing and educational documents, as well as thorough buyer identification and qualification procedures.

M&A 40

M&A Sale Negotiation Investment Banking 40

How2Exit

JUNE 16, 2024

Paul highlights crucial aspects such as autonomy, tax advantages, and the impact on business profitability. Tax Benefits: Structuring ownership through holding companies and leveraging tax advantages can significantly boost profitability. Having a fixed rate and knowing your costs can stabilize your business operations significantly."

Business 130

Business Book-building Finance Finance 130

How2Exit

AUGUST 28, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. This rejection, combined with negative divergence with momentum suggests buyer exhaustion.

Retail 61

Retail Trading Stock Shares 61

How2Exit

MAY 23, 2023

Ron Concept 1: Adapt To Uncertain Times. In today's world, uncertainty is a constant. It can be difficult to navigate the ever-changing landscape of the business world, but it is possible to adapt to uncertain times. Richard Luftheg, co-founder and managing partner of Castle Placement, is an example of someone who has done just that.

Capital 130

Capital Investors Business Investment 130

How2Exit

OCTOBER 22, 2023

Their team is experienced in M&A, and they hire the best talent available. Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Reconciled sets the standard for consistency and quality that you can count on.

Business 130

Business Shares Media Acquisitions 130

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. You’re going to be able to bring more services in house.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

How2Exit

MAY 20, 2024

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

OCTOBER 26, 2024

Transitioning a business from a profitable managed company into an institutional quality asset… there's a huge gap." With a rich background in private equity, mergers and acquisitions, Branden has honed his expertise by working with various sectors including healthcare and real estate development.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

Tyton Partners

SEPTEMBER 21, 2023

Corporate L&D Transactions The corporate training and continuing education space continues to expand as organizations recognize they face a historically low national unemployment rate, a skills gap with current employees, and a lack of internal tools to upskill and retrain their employees in many cases.

Education 52

Education Sale Portfolio Corporation 52

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector. ISP Schools is a portfolio company of OMERS Private Equity.

Education 52

Education Medical Private Equity Equities 52

How2Exit

NOVEMBER 8, 2023

They stress the importance of aligning education, accountability, and incentives to the goal of building a great company. rn Building a great company should be the focus, as it leads to better quality, technology, service, and profitability. Ron rn rn About The Guest(s): Steve Baker is the Vice President of the Great Game of Business.

Business 130

Business Book-building Accountant Education 130

How2Exit

MAY 12, 2024

His latest ventures include Outsource School, a platform that educates business owners on hiring and managing virtual teams, and EcomBalance, which offers tailored bookkeeping services for e-commerce businesses. rn Nathan's strategic approach to business is dissected, revealing how he managed to effectively sell his business at its peak.

Business 130

Business Portfolio Management IT 130

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service.

Business 130

Business Investment S&P Consulting 130

How2Exit

MAY 22, 2023

Ron Concept 1: Learn From Stock Market Mistakes The stock market can be a tricky place to navigate, filled with risks and rewards. For many, it can be a daunting experience, filled with the possibility of making costly mistakes. Walker began his career as a stockbroker, advising clients on asset allocation and executing trades.

Business 130

Business Book-building Acquisitions Investment 130

Sica Fletcher

MARCH 14, 2024

We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process. 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.

Insurance 52

Insurance Valuation M&A Consulting 52

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130