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Boston, MA / Apr 2023

M&A Leadership Council

The material has been formatted, enriched, and reviewed over the past two years and is now the backbone of our curriculum, providing training attendees consistency, clarity, and comprehension of the M&A lifecycle. --> Course Summary: How many organizations understand the strategic impact of getting M&A HR right?

M&A 52
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As the generative AI craze rages on, Ramp acquires customer support startup Cohere.io

TechCrunch: M&A

With Cohere’s technology, it claimed, businesses could help customers “in seconds” by taking instant control of their screen without any downloads or setup on the customer’s end. Cohere also provides “comprehensive” performance metrics, giving businesses insights into the effectiveness of their self-service in different product categories.

Capital 188
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The Power of Getting Help! When to contract or hire, local or remote:

How2Exit

Virtual assistants are not only the best way to free up time, but they can also help a business scale. There are many benefits to hiring a virtual assistant, including cost-effectiveness and the ability to scale your business. From design to programming to business assistance, there is a talent for almost any task on Fiverr.

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M&A Blog #15 – valuation (tools and data preparation)

Francine Way

To perform this analysis, the following are needed: Target’s financial statements (income statement, balance sheet, cash flow): Preferably audited historical statements, cleaned up and re-formatted in Excel properly (we will see an example of this in the next post). Different sources will cite different betas for the same company.

Valuation 130
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Achieving Your M&A Business Case Results -- Despite Today's Headwinds

M&A Leadership Council

Given today’s tough economic headwinds, hitting the business case results of your next M&A deal is harder than ever. The fact of the matter is, hitting the full and consistent value and business results of every deal, and as quickly as possible, has been a persistent challenge for most companies.

M&A 52
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Board of Directors Shareholders' Monthly / Quarterly Report

Francine Way

A startup would have a much simpler report format, and a conglomerate would have more sophisticated metrics to report. They usually follow a straightforward, predictable format: A bridge walkthrough bar chart of actual vs. forecast, and the causes of their variances. We are now done with this topic.

S&P 130
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As cloud adoption across the market continues to rise, is the shift of liquidity itself next to follow?

The TRADE

Greg Ferrari, vice president and head of exchange business management at Nasdaq, agrees, explaining that from the exchange perspective this technology allows for an innovative, hybrid approach: “AWS’ outpost technology has allowed us to combine the best of both worlds – cloud infrastructure and our existing trading environment.”