Sun Acquisitions

JUNE 27, 2025

Assess the company’s financial performance, including revenue, profitability, and cash flow. Assess the company’s management team and employee base. Identify any potential financial risks or liabilities. Identify any potential operational risks or inefficiencies.

Valuation

Focus Investment Banking

JUNE 17, 2025

This shift reflects a drive for transparency and risk management, but it comes with a caveat: nuance is critical. Announcement vs. Close Date The timing between a deal’s public announcement and its closing is critical for managing stakeholder expectations, employee morale, and market perceptions. hitting revenue or profit goals).

Negotiation

How2Exit

NOVEMBER 18, 2024

Wagner shared multiple examples of businesses thriving in ordinary industries, often unnoticed by the mainstream but profitable nonetheless. From emergency battery packs for commercial lighting to specialized software for managing social cases, these businesses showcase how niche markets hold lucrative potential.

IT

Solganick & Co.

DECEMBER 20, 2024

Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners. We specialize in managing and executing sell-side and buy-side M&A transaction processes to increase shareholder value.

M&A

Focus Investment Banking

DECEMBER 3, 2024

I think that’s kind of the challenge is, is to really have the shop management on board that safety train every day as, as people come in and to the, to the shop, new employees replacing other employees, you know, they’ve got to be indoctrinated into a culture of safety within the shop. That isn’t a culture of safety.

M&A

Focus Investment Banking

NOVEMBER 14, 2024

” The 2024 IT Nation Torch Award Honorees are: Partner Excellence Award: Abraham Garver , Managing Director at FOCUS Investment Banking, was recognized for his exceptional contributions to the IT Nation and ConnectWise communities, consistently driving value and supporting partners’ growth. Discover more at connectwise.com/theitnation.

IT

Focus Investment Banking

MARCH 10, 2025

Can your team manage sales/marketing, supply chain, relationships, and business decisions independently? Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. Proper risk management before a sale means diversifying offerings and updating facilities and equipment ahead of time.

Investment

Lake Country Advisors

JUNE 24, 2025

Financial metrics give them a clear picture of your company’s stability, scalability, and profitability when you are selling your business. It’s not just about profit; they’re looking for patterns, trends, and financial discipline. This shows them that your operations are efficient and your team is managing resources well.

Business

The TRADE

JULY 25, 2025

Ian Lowitt The acquisition is expected to support the growth of Marex’s UK cash equities business, as well as expanding its services to UK institutional clients through offering a broader range of products, in particular among the asset and wealth management sectors.

Securities

CNBC: Investing

JULY 28, 2025

NKE YTD mountain NKE YTD chart "We see the model at an inflection for revenue growth to re-accelerate into 2H26/FY27 following several quarters of franchise product lifecycle management & inventory liquidation headwinds," Boss wrote. Over the long term, the analyst also sees ample room for Nike to recover its operating margins.

Media

How2Exit

MARCH 10, 2025

Management Buyouts. – Richmond highlights management buyouts (MBOs) as one of the quickest and most effective ways for business owners to transition out while ensuring business continuity. When it comes to exiting, Richmond sees management buyouts (MBOs) as one of the simplest and fastest ways for business owners to cash out.

Business

CNBC: Investing

JUNE 6, 2025

"Our research shows that call buying around analyst days has been a systematically profitable option buying strategy over the past 25 years. Later in the month, Waste Management holds an investor day on June 24 at the New York Stock Exchange. Humana , which has an investor conference on June 16, was also included in that group.

Stock

Focus Investment Banking

NOVEMBER 20, 2024

Washington, DC, (November 20, 2024) – Cole Strandberg, Managing Director at FOCUS Investment Banking and host of the Autobody News Collision Vision podcast , was one of several auto aftermarket experts to present during the IDEAS Collide Showcase at SEMA earlier this month. It turns them into that NASCAR pit crew,” he stated.

Investment Banking

CNBC: Investing

JUNE 28, 2025

"We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. We expect this to translate to scaling profitability growth and free cash flow generation." The firm said Roku has a plethora of streaming growth opportunities, leaving it well positioned in the second half.

Stock

Focus Investment Banking

FEBRUARY 4, 2025

Your advisors will help manage this delicate balance. Potential buyers or investors will want to review information about: Financial : Profit and loss statements, balance sheets, tax returns to assess financial health and growth potential. A stable or growing profit margin and strong cash flow are also attractive.

Sale

MergersCorp M&A International

NOVEMBER 16, 2024

As one of the top leagues in the world, Serie A has a storied history and a dedicated fan base, making its clubs valuable assets not only in terms of their sporting prowess but also their potential for growth and profitability.

M&A

CNBC: Investing

JULY 16, 2025

Noting a rise in investment banking activity over the course of the quarter, the bank also hiked its forecast for full-year net interest income – a measure of profitability – to approximately $95.5 "[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed.

S&P

The TRADE

AUGUST 6, 2025

The not-for-profit network has experienced suffering membership levels thanks to an increasingly challenging landscape caused by unfavourable market conditions, namely in the US. Rowe Price, Goldman Sachs Asset Management, and Fidelity International, among many others.

Trading

The TRADE

JUNE 30, 2025

Kepler Cheuvreux and Unigestion have launched joint public equities asset management company, Kepler Unigestion, following the close of transaction and regulatory approvals. Specifically, the partnership is set to focus on quantitative strategies for listed equities.

Asset Management

How2Exit

FEBRUARY 10, 2025

Watch Here About the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. A way to skip the painful early stages and jump straight to scaling a profitable company? But what if there was another way?

Business

Growth Business

FEBRUARY 10, 2025

A customer relationship management system, for example, can significantly increase customer retention. The ABMs research also found that a majority of business leaders felt that the business mentoring they had received had helped them directly boost their revenues (65 per cent) and their profits (64 per cent).

Business

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance

CNBC: Investing

JUNE 26, 2025

" Peak profits for a covered call are achieved if the underlying stock appreciates up to, but not through, the strike of the call that is sold. Empirical studies across a broad array of underlying factors identified expirations of ~30-45 days as offering a suitable balance of risk, reward, decay and manageability. calls, 8.5%

S&P

PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

Valuation

Software Equity Group

JULY 9, 2025

Many founders misclassify or understate their COGS , which inflates gross margins and creates a misleading impression of profitability. A Founder’s Experience Mark Smith, CEO of Core Sound, experienced the limitations of managing inbound interest firsthand. One common issue we see is around cost of goods sold (COGS).

Private Equity

Chesapeake Corporate Advisors

MAY 29, 2025

With a focus on delivering top-tier customer support through a proprietary project management process, Valley offers solutions that drive high-quality outcomes. Valley is known for its exceptional customer service and project management, driven by a team averaging ~40 years of industry experience.

Equities

Lake Country Advisors

MAY 9, 2025

Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management. 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.

Middle Market

Lake Country Advisors

JUNE 11, 2025

What your company does, how it earns revenue, and the type of assets or obligations it holds will influence which deal format is more practical and more profitable. They may prefer asset sales to protect their portfolios and manage risk exposure more precisely.

Sale

Lake Country Advisors

JULY 17, 2025

This makes the investment feel more predictable and manageable. This gives them the opportunity to benefit from the platform’s growth while reducing the burden of managing everything themselves. A strategic exit that reflects long-term value: Add-on buyers usually aren’t just buying profits, they’re buying fit.

Acquisitions

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Evaluating a business thoroughly before making this decision is critical.

Business

Global Newswire by Notified: M&A

AUGUST 1, 2025

(NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. Gross profit*.

Acquisitions

CNBC: Investing

JULY 24, 2025

He said he expects Tesla's revenue growth and profits to improve in 2026, but is keeping his 2025-2027 estimates below the FactSet consensus. "We believe a key focus for investors going forward will be the ability for revenue and profits to reaccelerate driven by Tesla's AI enabled products (e.g.

Shares

iMerge Advisors

APRIL 13, 2025

Management and Team Key executives and their roles Succession planning and retention risks Incentive structures and equity ownership Buyers often view the team as part of the asset. This section should also outline how the process will be managed especially if an advisor like iMerge is leading the transaction.

Valuation

The TRADE

NOVEMBER 5, 2024

Not-for-profit member organisation Plato Partnership has announced new standards for managing cash equities market outages.

Trading

CNBC: Investing

JUNE 16, 2025

"To that point, management noted the newly acquired customer cohorts are from younger generations (Gen-Z/Millennials = greater lifetime value opportunity), transacting at higher [average unit retails], returning to the brand with higher purchase frequency rates & higher retention rates (vs. Shares have advanced nearly 21% in 2025.

Retail

CNBC: Investing

AUGUST 2, 2025

Levi Strauss "Striving to be a consistent compounder," analyst Christopher Nardone said in a note after Levi's recent earnings report and a meeting with management. The analyst said investors should accumulate shares now. " More In Earnings Playbook Apple earnings are coming out postmarket Thursday.

Stock

Financial Times - Banking

JULY 16, 2025

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Investment Banking