Lake Country Advisors

MAY 9, 2025

A clear sense of your company’s market position shapes your negotiation tactics and marketing campaigns since buyers typically seek stable revenue, consistent profits, and a clear growth strategy. Streamlining key processes can make your company more appealing and boost profitability.

Middle Market

Global Newswire by Notified: M&A

AUGUST 1, 2025

Gross profit*. LPL Financial Announces Second Quarter 2025 Results Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Read More July 30, 2025 08:55 ET | Source: LPL Financial Holdings, Inc.

Acquisitions

Mergers and Inquisitions

OCTOBER 30, 2024

The high-level differences are: FP&A: Create revenue and expense targets for different departments, assess how close each department is to reaching its goals, create 5-year plans and forecasts, and tell the Chief Financial Officer (CFO) how the company’s Profit & Loss (P&L) Statement is trending.

Corporate Finance

Financial Times - Banking

JULY 16, 2025

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Investment Banking

Financial Times - Banking

JULY 29, 2025

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Boutique

Financial Times - Banking

JULY 29, 2025

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Investment Banking

Financial Times - Banking

JULY 29, 2025

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Investment Banking

Mergers and Inquisitions

APRIL 16, 2025

As it stands, tariffs will destroy small and mid-sized businesses dependent on foreign production/sourcing while only making a minor dent in Apples profits. That would at least give companies time to shift their supply chains and account for these new rules. How Do Tariffs Affect Deals and Deal Activity?

Valuation

Financial Times - Banking

JULY 23, 2025

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Food

Financial Times - Banking

JULY 29, 2025

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Media

Financial Times - Banking

JULY 23, 2025

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Underwriting

Sun Acquisitions

APRIL 7, 2025

This can help to mitigate the impact of economic downturns, industry-specific challenges, or unforeseen events. Improved Profitability: Diversification can improve profitability by reducing risk, increasing revenue, and realizing cost synergies, benefitting shareholders and other stakeholders.

M&A

JD Supra: Mergers

AUGUST 1, 2025

In this month’s issue we discuss: Takeover Panel consultation and new practice statements The proposed amendments to the Takeover Code clarify how the mandatory offer requirements apply to a company with a dual class share structure when a shareholder’s percentage of voting is increased on certain trigger events.

Corporation

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. This is based on a presentation that I’ve been giving across the country in 2024 and will continue into 2025 at different events like SCRS at Seema AASPI coming up in February.

Private Equity

CNBC: Investing

JUNE 19, 2025

in either direction and likely still see profits without risking substantial losses in the event the stock is little changed post-earnings. The idea here is that a lot of bad news is already baked into this cake. The following trade can accommodate a post-earnings move of more than 12.5% Buy NKE Oct. call Sell NKE July 18 $52.50

S&P

Financial Times - Banking

JULY 23, 2025

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Profitability

CNBC: Investing

JULY 14, 2025

We want to show a couple set-ups of stocks that report earnings this week, so that investors are prepared for a range of possible outcomes coming into these events. If you're not already in the stock, I'd wait for the report to come out and focus on a buying opportunity into any profit-taking. billion, up 13.8%

Stock

CNBC: Investing

AUGUST 8, 2025

I want to define my risk by owning a call spread in the event momentum fades in tech software names and the impressive 2025 rally comes to a screeching halt. or $325 per one lot The spread will have the ability to profit when IGV is trading above $113.25 The trade Bought the $110 Sept. 19 IGV Call for $3.75 Sold the $120 Sept.

Trading

CNBC: Investing

JUNE 30, 2025

These segments boast higher margins, enhancing STZ's profitability even if overall volume growth slows. In the event one is "put the stock," one could then sell upside calls to reduce one's cost basis and generate additional premium. The standstill rate of return works out to better than 30% annualized.

Trading

CNBC: Investing

JULY 1, 2025

" Deutsche Bank reiterates Robinhood as buy The firm raised its price target to $96 per share from $85 following Robinhood's crypto event in France on Tuesday. trade negotiations and see the company on a path forward to stabilized production and profit generation."

S&P

Lake Country Advisors

JULY 31, 2025

For small and mid-sized business owners, it can mean the difference between a rushed sale and a well-timed, profitable transition. It’s about preparing your business, both strategically and emotionally, for a smooth and profitable transition. Prepare for Unexpected Events Even with the best plan, life has a way of happening.

Business

Focus Investment Banking

AUGUST 3, 2025

trillion and rising consumer demand for convenience and experience, external forces, from inflation and high interest rates to evolving consumer habits and climate volatility, are reshaping the industry’s strategy, operations, and profitability. Despite projected sales reaching $1.5

Food

Focus Investment Banking

JUNE 24, 2025

And then speaking to other shop operators on the, the new things that they’re seeing in their shops on how they operate to increase profit and, and, or you know, how they’re looking at handling vehicles that for example, the EVs, all the little tricks that you can find there to increase some efficiencies and operate more safe.

M&A

CNBC: Investing

JUNE 11, 2025

"Confidence in OCI bookings strength should increase investors' appetite to buy into a FY26 rev/eps acceleration, creating a potential look-thru event should Q4 revs disappoint. We lean positive on underpriced OCI optionality (Stargate/Sovereigns), attractive positioning, and a reasonable valuation."

IT

CNBC: Investing

JUNE 23, 2025

Politzer said the company has an attractive path to future profits. "PENN is appealing for capital allocation (buying back ~14% of market cap over next 6 months) and growth prospects (via new land-based casino projects/openings)," Politzer said in a note to clients. He also has overweight ratings on Churchill Downs and DraftKings.

Stock

Sun Acquisitions

JUNE 9, 2025

Yet creating a consistently profitable business is only step one. They may also face obsolescence in the event of new innovations. If you have streamlined production systems that boost profitability or other operational efficiencies, these should be highlighted. Specialized fabrication equipment, CNC routers etc.

Manufacturing

Focus Investment Banking

JULY 25, 2025

So in a hail event, often times back orders come pretty quickly. You can have a $250,000 drain on cash in a hail event, like in three weeks, right? And then we’re sitting there and sales are good, profits good. All right, paint, material profitability. We had 155 Dodge Ram pickups that got hit with hail.

M&A

Financial Times - Banking

JULY 29, 2025

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Shares

JD Supra: Mergers

JUNE 23, 2025

Property insurers have faced significant headwinds in recent years due to the combination of severe weather events, inflation, volatility in reinsurance availability and pricing, regulatory uncertainty and technological disruption. Nasdaq: PRCH), which has plans to build a profitable homeowners insurance business using a.

Insurance

CNBC: Investing

AUGUST 3, 2025

"Pony will scale up its Robotaxi fleet size and see improving profitability, given better economies of scale and unit profitability," the analysts said. Morgan Stanley rates WeRide a buy, but expects shares to "remain event-driven and show more volatility" subject to robotaxi developments in China and overseas.

Transportation

CNBC: Investing

SEPTEMBER 25, 2024

This options trade could make a profit if Tesla's robotaxi event next month gives the stock a boost.

Profitability

CNBC: Investing

JANUARY 14, 2024

Investors in bitcoin mining stocks are watching the price of the crypto after the ETF approvals turned out to be a sell-the-news event after all.

Profitability

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate ran an e-commerce business and he found out that his profit margins were around 12-13%. This is essential to ensure that you are making a profit and not losing money.

Broker

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. By contrast, an event-driven fund would never bet on such a situation.

Funds

Global Banking & Finance

DECEMBER 5, 2024

(Reuters) -French jet engine maker Safran is targeting annual revenue growth in a high single-digit percentage and a sharply higher profit by 2028, it said on Thursday ahead of its investor day event in Paris.

Profitability

The TRADE

NOVEMBER 15, 2023

Olivetree has made a number of new hires for its event driven trading team in London, The TRADE can reveal. David Lackenby has joined as head of event driven sales trading and Mark Brodie has been hired as an event driven sales trader. Both join from Wall Street giant Citi and will be working alongside Tim Caulton.

Mergers and Acquisitions

Cooley M&A

DECEMBER 4, 2020

Eco-friendly, socially conscious and pro-governance investments have been hailed recently with a surge in focus on ESG initiatives, but sustainability and profitability don’t always go hand in hand.

Government