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E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A - Watch Here About the Guest: Monica Garcia Dugal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist.
The Perils of Customer Concentration in M&A In the first half of 2025, we had the unfortunate experience of having to withdraw from the market two separate manufacturing businesses while they were in the middle of a sale process. It is a risk we see often in the M&A world. A customer of your customer develops a problem.
Bringing his storied career into focus, Jordan shares his journey from a budding entrepreneur living with his parents to spearheading a firm that concludes dozens of high-value deals annually. Through shared anecdotes and industry expertise, the episode builds a comprehensive guide to the underpinnings of successful business exits.
Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money!
Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.
Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?
How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.
Donnelly, President, CEO and Director of Norwood Financial, and Janak M. Mr. Donnelly stated, “I am very pleased to announce our merger with Presence Bank, a nearly 106-year-old institution which shares the same values, culture, and commitment to high quality customer service found at Wayne Bank.” per share of common stock.
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.
Summary: In this riveting episode of Acquiring Minds , Yan Venki shares how a casual curiosity about buying a small business transformed into a $22 million acquisition using the independent sponsor model. Key Takeaways: From Listener to Dealmaker : Yan Venki started his journey by listening to acquisition podcasts.
DCG’s recent transactions include the sale of Audi West Covina and the strategic divestiture of Subaru of Hayward (formerly One Subaru). The company is the M&A services provider of choice for North America’s top automotive dealership groups, advising on approximately 40 transactions annually.
This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. Comparing your operation to both enterprise-level organizations and smaller firms reveals insights to guide a successful sale. Thoughtful planning is vital in ensuring a seamless transfer of ownership.
For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.
Sometimes that means taking over a competitor. At other times, it’s about adding a business that fills a gap or strengthens the buyer in a specific area. These deals come in all shapes and sizes, and not all of them are as complex as they sound. A growing trend in the acquisition space is what’s known as an add-on acquisition. The keyword is add-on.
Jamie shares his transformative journey from discovering his passion for business after watching "The Thomas Crown Affair" to co-founding Monopoly Capital. This episode is rich with actionable strategies and motivational insights, encapsulating the essence of smart business growth strategies in the competitive world of M&A.
No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).
In today’s dynamic business landscape, strategic mergers and acquisitions (M&A) have become a powerful tool for companies seeking to enhance their financial performance. Diversification, one of the critical benefits of M&A, offers a range of advantages that can significantly improve a company’s bottom line.
million private placement with an institutional investor, for the purchase and sale of a combination of 4,036,697 shares of common stock and pre-funded warrants at a price of $2.18 per share for aggregate gross proceeds of $8.8 per share for aggregate gross proceeds of $8.8 SRx Health) and the closing of an $8.8
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. vs. Industry Average 18x Price to Sales Ratio: 1.2x Forward PE Ratio: 37.4x
Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. Always aim for a diversified client base.
With greater scale, market diversity and a shared focus on delivering exceptional customer experiences, we are well positioned to further extend our platform and enhance our offerings to homebuyers. per share in cash for each share of Landsea Homes’ common stock they owned, without interest and less any applicable withholding taxes.
I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. I’m sitting here at the time of this recording in the North Georgia mountains, spending the holidays with my in laws and reflecting on what a great year 2024 was and how much I’m looking forward to 2025.
" Guggenheim initiates Equinix as buy Goldman said shares are compelling at current levels. with a Buy rating and a price target of $933 per share. with a Buy rating and a price target of $933 per share. "We are initiating research coverage of Equinix, Inc. "We are initiating research coverage of Equinix, Inc.
The best way to prepare for due diligence in a SaaS M&A transaction is to do most of the legwork before it starts. We also provide an in-depth downloadable M&A due diligence checklist (PDF) so that you’re set up for success. Pricing books, average selling price, and historical sales productivity are all included in this area.
Fundamental weakness: Tesla has repeatedly missed financial targets, experiencing declining automotive sales revenues. Intensifying competition: Heightened competition from Chinese EV manufacturers, has led to market share losses and forced price cuts. 15 $300/$265 put vertical @ $9.97 This involves: Buying the Aug 15, $300 put @ $14.27
of total sales came through FMI technology in Q2 2025, up from 41.8% Josh — A business that makes itself indispensable to its customers ends up being a business with a defensible moat, predictable cash flow, SG & A expenses in check and a happy employee culture. Think Salesforce, Apple, Costco, and Starbucks. Via Quartr, 44.1%
They want to make sure that their investment pays off; they typically come with a playbook for sales, a strategy for opening markets, or a plan to professionalize your customer support team. A minority investment is when a leader decides to sell less than 50% of the company. Above 50% is a majority investment. The devil is in the details.
From flow and quality standards to management presence, goal setting, productivity coaching, and capital planning. This episode is packed with real-world takeaways you can use right now to run a more disciplined, high-performing shop. Listen and Follow The Collision Vision. What does efficiency really mean in a modern collision repair environment?
2 – Higher productivity The less time spent on administrative work, the greater the number of hours your team have to get in front of sales leads. #3 2 – Higher productivity The less time spent on administrative work, the greater the number of hours your team have to get in front of sales leads. #3
TORONTO, July 02, 2025 (GLOBE NEWSWIRE) -- Dundee Corporation (TSX: DC.A) (the “Corporation”) today provided an update regarding the previously announced sale of Android Industries. Since the signing of the binding Share Purchase Agreement, the parties have made meaningful progress in satisfying the required conditions precedent to closing.
Busy schedules have made this the time to make it happen, so I’m thrilled we can get together and have a fun conversation. Kind of started with some shop owners and an accountant that decided that they wanted to kind of share numbers and, you know, work on accountability with each other. You and I are connecting late on a Friday.
I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week. So far, so good as ALNY grew revenue to $2.25
‘Find the Right OEM Certification for You’: Experts from DEKRA Offer Tips Earning OEM certifications can boost a shop’s bottom line if management chooses the right ones and avoids missteps to maximize their return on investment. DEKRA is one of the biggest names in certification and inspection for the global collision repair industry.
I am 4th generation and we’ve done everything over the over the years through gas stations to used car lots to OEM dealerships to aftermarket manufacturing and sales distribution, distribution companies where in the last 20 years our focus has solely been on service of mechanical services as well as collision repair. Appreciate it.
eBay is unloading its remaining shares in the online classified business Adevinta to private equity firms Permira and Blackstone for $2.2 billion in cash and 540 million Adevinta shares. billion in cash and 20% equity, it said. Adevinta had originally acquired eBay’s own classified business back in 2020, leaving eBay with $2.2
Accessibility: Skip TopNav CloudFirst to Join Performive in Strategic Growth Transaction Data Storage Subsidiary Sale Subject to Shareholder Approval July 15, 2025 16:45 ET | Source: Data Storage Corp. Data Storage Corp. MELVILLE, N.Y., MELVILLE, N.Y., a provider of telecommunications and data services.
Shares of the company, which went public back in 2014, are up around 13.5% New Relic’s $87-per-sharesale price gives it a valuation that’s less than seven times its current run-rate revenue. Monitoring service New Relic this morning said it has agreed to be acquired by Francisco Partners and TPG for $6.5
This is where Cisco’s Hybrid Mesh Firewall comes in, so let’s break down how it helps businesses like yours tackle security challenges with confidence. A New Era of Cybersecurity Challenges Your team is growing, and you’ve moved to a hybrid cloud setup to support new tools and applications. In a world like this, security can’t be an afterthought.
Building a successful M&A pipeline is challenging. During our recent webinar, “ 4 Steps to Build a Winning M&A Pipeline ,” we discussed the four characteristics that stood out. Sales, Customer Support, Strategic Planning). How do the best in the business do it? We asked them. This is hard to do.
b' Barbara Schenck Shares Tips on Preparing a Small Business for Sale - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.
E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.
b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.
E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space. Notable Quotes: "Optionality is what gives you value.
In March 2023, the Transaction Advisors Institute (TAI) held their annual San Francisco conference for corporate development and M&A. We were excited to partner with TAI as a sponsor this year to share ideas with attendees on how to elevate dealmaking using modern SaaS technologies for managing their M&A processes.
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