Lake Country Advisors

AUGUST 6, 2025

Investor Buyer : This includes private equity firms, family offices, or individual investors who see your business as an opportunity for return on investment. Investor : Financial buyers typically want you to remain involved for a limited time after the sale. Investor : Investors usually prefer a longer runway.

Investors

Beyond M&A

AUGUST 8, 2025

Instead, we coached them through delivery clarity and investor-facing narrative work. That clarity changed the tone of negotiations entirely. We restructured their architecture and identified long-term savings of £2m over 10 years , without compromising performance. The Takeaway Michelangelo didn’t create the angel—he revealed it.

Investment

MergersCorp M&A International

JULY 5, 2025

The journey typically unfolds in several distinct phases: The SPAC IPO: The process begins with a group of experienced sponsors (often seasoned investors, entrepreneurs, or industry experts) forming a shell company with no existing operations. This SPAC then conducts an IPO, selling units typically priced at $10 each, to public investors.

IPO

Beyond M&A

JUNE 30, 2025

He believed many of us in MA& are now experiencing “AI Fatigue” – investors, consultants, etc are exhausted not by the potential of AI, but by the smoke and mirrors — the over-promises, the rehashes, the pitch decks that say “transformational” when they mean “marginally helpful.” Smart tagging. Automated templates. Revolutionary?

M&A

Focus Investment Banking

JULY 8, 2025

Rather than putting up a listing, we invest in expensive databases that, combined with our own tracking and buyer relationships, allow us to keep a very close eye on every investor group in the market. Here, the buyer provides transaction documents that are reviewed and negotiated by the seller’s legal counsel.

Healthcare

MergersCorp M&A International

DECEMBER 2, 2024

Target Identification : Assistance in finding suitable acquisition targets or investors that align with the strategic goals of Korean firms. Negotiation and Deal Structuring : Skilled advisors will assist in negotiating favorable terms and structuring deals to achieve optimal outcomes.

Corporate Finance

Focus Investment Banking

FEBRUARY 4, 2025

What are the key terms I should negotiate in a sale or investment deal? Negotiation goes beyond just the price. To ensure fairness, buyers and sellers agree on a working capital peg during negotiations. What due diligence should I expect from potential buyers or investors?

Sale

MergersCorp M&A International

NOVEMBER 16, 2024

With a deep understanding of the unique dynamics of the sports market, MergersCorp is well-equipped to guide the club through every phase of the sale process, from valuation and positioning to negotiations and finalizing the transaction.

M&A

Focus Investment Banking

JULY 9, 2025

We are negotiating throughout, pushing buyers to offer the best terms possible and leveraging the competition among them. Because we are so active across the market, we have developed relationships with PE groups and other investors who are often active across healthcare verticals.

Broker

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. While both scenarios require diligent preparation, the middle-market sphere generally offers a more agile negotiation process.

Middle Market

MergersCorp M&A International

JUNE 7, 2025

From initial target identification and meticulous due diligence to sophisticated negotiation strategies and robust post-merger integration, the combined entity will provide comprehensive support across every stage of the M&A lifecycle.

M&A

CNBC: Investing

JUNE 6, 2025

"The sector [should be] able to largely mitigate the impact of tariffs in the mid/long term through manufacturing repatriation and 2) [there's] no clear path for MFN ["most favored nation"] to move forward without Congressional approval (outside of IRA price negotiations)," Schott said.

S&P

Software Equity Group

JULY 9, 2025

SaaS companies, in particular, are attractive because they offer: This model aligns with investor mandates focused on risk-adjusted returns. However, this same model also allows investors to make assumptions about your company based on limited public data or inferred benchmarks.

Private Equity

MergersCorp M&A International

DECEMBER 31, 2024

In this editorial, we delve into the key trends shaping M&A activities in 2025 and their implications for businesses and investors alike. This heightened scrutiny could lead to longer negotiation periods and increased costs, as firms navigate the complexities of obtaining regulatory approvals.

M&A

iMerge Advisors

APRIL 13, 2025

Whether you're a founder preparing for an exit or an investor evaluating a target, understanding these structures is essential to optimizing deal outcomes. This type of outcome is common in tech M&A, where deal structure is as much about negotiation as it is about accounting. Defining the Structures What Is an Asset Sale?

Sale

Lake Country Advisors

JUNE 11, 2025

Sellers should prepare for a more rigorous negotiation process. If the buyer is an institutional investor or private equity firm: These groups often have a set framework for how they buy businesses. But when structured correctly, stock sales can be faster and cleaner from the buyer’s perspective.

Sale

The TRADE

APRIL 16, 2025

Notably, the consultation asks if trading venues should be allowed to use the negotiated price waiver to execute negotiated transactions that take place with the assistance of a system or trading protocol operated by the trading venue. The return of VWAP crossing? The rule change put a stop to exchanges plans in Europe.

Consulting

CNBC: Investing

JUNE 17, 2025

I was a lonely bull at the time and believed it was an overreaction to most likely a brash negotiating tactic that has been a characteristic of President Trump for decades. This spread costs an investor $5.65 Defining risk is critical after the bounce markets have seen since early April. Sold the July 18 $620 SPY call for $2.65

S&P

Cooley M&A

JANUARY 22, 2025

As we discussed in Cooleys August 2024 Market Talks, the landscape for IPOs has continued to gain steam over the course of the year, with many companies opting for public offerings to capture investor interest.

M&A

The TRADE

DECEMBER 27, 2024

Ash Sharma, multi-asset trading analytics manager, Aviva Investors Next year will be a very interesting year for global economic markets with the sticky inflation and interest rates still at the forefront of everyones mind, as well as the global impacts of Trumps policies effects already being felt.

Trading

Deal Lawyers

DECEMBER 16, 2024

Last week, the SEC announced settled enforcement proceedings against Cantor Fitzgerald for its alleged role in causing two SPACs that it controlled to make misleading statements to investors about the status of their discussions with potential acquisition targets ahead of their initial public offerings (IPOs).

Negotiation

CNBC: Investing

JUNE 10, 2025

How to make sure your portfolio is prepared Published Tue, Jun 10 2025 3:41 PM EDT Updated Tue, Jun 10 2025 4:38 PM EDT Darla Mercado, CFP® @darla_mercado WATCH LIVE Stocks have made a recovered from this year's lows, but uncertainty remains a key theme as the second half of the year approaches – and investors can prepare for it.

Portfolio

Software Equity Group

JULY 2, 2025

That said, we often speak with operators who’ve already taken on a minority investor and later realize those early decisions limited their ability to exit on their terms. Selling 10% of the company to an investor can fund strategic initiatives, for example, while also reducing your risk and liability if the business encounters turbulence.

Investment

CNBC: Investing

JULY 16, 2025

To be sure, part of the reason for the outperformance is that many investors have started to discount any tariff threats from Trump, who has repeatedly walked back or delayed his most severe tariff policies. That worries some traders who fear the stock market is getting complacent in the face of repeated bad news.

Sale

CNBC: Investing

JUNE 17, 2025

The former Neuberger Berman senior portfolio manager said it's extremely hard to predict how these high-stakes trade negotiations would unfold.

Portfolio Management

CNBC: Investing

JUNE 21, 2025

But with trade negotiations ongoing, Wall Street is cautiously optimistic entering the second half of the year that deals can be reached. CNBC Pro asked five investors for their top five stock picks heading into the second half of 2025. Two investors also singled out Amazon and Newmont as potential winners. natural gas.

Investors

Focus Investment Banking

JUNE 30, 2025

DSO Creation Private equity investment in dental practices began in the 1990’s when the first DSOs sought outside investors. The dental space remains an active and competitive marketplace where practice sellers can maximize value with an expert team of advisors. The chart below shows DSO creation by year.

Private Equity

Focus Investment Banking

JULY 31, 2025

And then I got to negotiate the price of the car. And would I want to like take money from him in terms of an investor? But, you know, again, having a thesis, A hypothesis about how things might play out in the future helps me as an investor And then, you know, fosters really good debate. And do I like how they think?

M&A

JD Supra: Mergers

JULY 30, 2024

Conflicts between co-owners in private companies are common, but the vast majority are worked out through dialogue and negotiation. When these internal conflicts cannot be resolved, however, minority investors may file suit against the company’s majority owner.

Investors

JD Supra: Mergers

JANUARY 25, 2024

​In a venture capital deal, a liquidation preference refers to the payout investors receive in a liquidation event (like a sale or merger) prior to any payments made to the common stockholders. By: Wyrick Robbins Yates & Ponton LLP

Negotiation

JD Supra: Mergers

JANUARY 8, 2024

But the CTA presents unique analytical and reporting challenges for startups and venture backed companies because of the special economic and governance rights negotiated with investors in early stage and venture funding rounds. By: Farrell Fritz, P.C.

Corporation

JD Supra: Mergers

JUNE 10, 2024

Turman III, Deangeor Chin, Raquel Smith, and Tolulope "Tolu" Adetayo address the topic of possible pitfalls in the way that startups allocate company ownership or capital structure issues, particularly in negotiating terms with potential investors. By: Lowenstein Sandler LLP

Capital

Beyond M&A

SEPTEMBER 13, 2023

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

OfficeHours

OCTOBER 16, 2023

For private equity investors, one of the most important considerations for a successful investment is determining the value the firm will receive at exit, which directly impacts fund returns. Private equity investors often have a 5 to 7-year investment horizon and expect a significant return at the end of this hold period.

Investors

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).

Investors

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.

Investors

How2Exit

NOVEMBER 6, 2023

rn Visit [link] rn _ rn About The Guest(s): Elizabeth Knopf is an M&A investor and growth expert with over 15 years of experience in the tech industry. rn Summary: Elizabeth Knopf is an M&A investor and growth expert with 15 years of experience in the tech industry.

M&A