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IT MSP Due Diligence – Comprehensive Guide for Investors and CxOs

Beyond M&A

Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence. Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps.

Investors 147
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10 Concepts You and I Can Learn About M&A and Creative Deal Structuring From How2Exit's Interview With Roland Frasier Investor, Business Mentor and Strategist

How2Exit

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Concept 9: Negotiate Creative Deals Negotiating creative deals is a key component of successful acquisitions. Whether it is a purchase or a merger, the negotiation process can be complex and requires careful consideration.

M&A 130
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How the Growth of Private Credit is Impacting Private Equity

OfficeHours

This means that banks commit to providing debt financing for a transaction, and then they syndicate this debt out to a variety of investors and pocket a fee for this service (say, 2-3% on average). This capital is released once investors buy the debt off the banks’ balance sheets. This has a number of implications.

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How To Sell: Insurance Agency M&A, Step-By-Step

Sica Fletcher

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. private equity firms, investment banks, individual investors).

M&A 52
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Representation & Warranty (R&W) Insurance – Current Market Trends

Cooley M&A

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

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9 Things We Learned About the Legal Side Of Acquiring Businesses From Interviewing Joel Ankney - Attorney and Author in the SMB M&A and Commercial Real Estate

How2Exit

Joel believes that a lot of the stuff that people uncover during the negotiation process should have been known before the negotiations process. Finally, creative insurance products may also be available, but this is an area that requires expert advice and research. Bringing a lawyer in too early can be a mistake.

M&A 130
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Certificate of Deposit (CD)

Wall Street Mojo

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. Certificate of deposit rates essentially require investors to set aside their savings and leave them untouched for a fixed period.