The Motley Fool

JULY 11, 2023

With multiple companies specializing in different aspects of protection, clients have to weave together a web of offerings to create a protection plan that can thwart the most adept attackers. One of these companies is SentinelOne (NYSE: S) , which specializes in endpoint security. Data by YCharts.

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Due Diligence Consulting Consultants Accounting 189

Axial

JANUARY 10, 2025

Business owners who try to handle the sale themselves risk undervaluing their company or making costly mistakes that could affect the deal. Sell-side advisors help by collaborating closely with business owners to create a tailored strategy for marketing and selling the company to potential buyers, ensuring that the value is maximized at exit.

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Private Equity Wire

AUGUST 2, 2024

In his new role, Polanski will oversee commercial and operational due diligence in transactions as well as provide operational support to Atar’s companies. Polanski most recently served as President of Filtration at Culligan International, a global water treatment company based in the US.

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Due Diligence Capital Consulting Consultants 97

Private Equity Wire

FEBRUARY 22, 2024

Palladium Group, a global management consultancy specialising in digital due diligence and value creation for private equity firms and their portfolio companies, has appointed Steve Kittell as Senior Vice President of Client Engagement, as part of its US expansion.

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Due Diligence Private Equity Firms Private Equity Firms Consulting 98

The Motley Fool

JANUARY 30, 2025

Marsh & McLennan Companies (NYSE: MMC) Q4 2024 Earnings Call Jan 30, 2025 , 8:30 a.m. They are available on the company's website at marshmclennan.com. On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Image source: The Motley Fool.

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Axial

DECEMBER 23, 2024

After receiving a call from an Axial exit consultant to learn more about SunPros goals, Bob and his team were introduced to six pre-vetted, industry-specific investment banks and interviewed each of them (along with a couple of other firms theyd met on their own).

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Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Private Equity Wire

NOVEMBER 20, 2023

Haynes will lead the commercial valuation creation partners (VCP) team, helping LDC’s portfolio companies to accelerate growth by building greater sales, marketing and pricing effectiveness. Fisher also has experience in strategy consulting, having started her career with Simon-Kucher & Partners.

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Due Diligence Consulting Consultants Debt 93

Private Equity Wire

NOVEMBER 13, 2024

While activities remain challenging, sentiment and activity amongst both private equity GPs and LPs are increasingly positive, according to a new report from industry body Invest Europe and global management consultancy Arthur D Little (ADL).

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Due Diligence Venture Capital Consulting Consultants 96

The Motley Fool

FEBRUARY 2, 2024

billion -- beating the company's guidance from three months earlier by $1.5 Most of the new business consists of consulting services, helping customers install, integrate, and make the most of Big Blue's game-changing AI tools. Free cash flows should land near $12 billion in 2024, up from last year's total of $11.2

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Due Diligence Consulting Consultants Returns 130

Private Equity Wire

DECEMBER 20, 2023

Sustainability Consultant & Manager Amandine Stérin chats to Private Equity Wire about current trends in the space and how the company is responding to changing client requirements. Now, companies need managers and decision-makers skilled on sustainability topics, which are critical but fast evolving issues.

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Due Diligence Consulting Consultants Investment Firms 96

Private Equity Wire

FEBRUARY 13, 2025

The winners are: Managers Emerging Fund Raising of the Year: Buyout – 21 Invest (21 Invest Continuation Fund) Emerging Fund Raising of the Year: Co-invest – Qualitas Funds (Qualitas Funds Direct II) Emerging Fund Raising of the Year: Direct Lending – Foresight Group Holdings (Midlands Engine Investment Fund II) Emerging Fund Raising (..)

Law Firms 55

Law Firms Buyout Deal Origination Due Diligence 55

This is going to be BIG.

MAY 5, 2011

The most successful companies have strong boards and so as a good housekeeping practice, why not start acting like a great company as early as possible. Advisors, investors and board members come in all shapes and sizes. I'm a strong believer in having a board, even at a seed stage, to report to and set strategy with. Ashton Kutcher.

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Hedgestone

JULY 10, 2023

As the owner of a consulting business, you may be considering selling your business, merging with another firm, or simply seeking to understand the true value of your company. Regardless of your goals, determining the value of your consulting business is a crucial step towards making informed decisions about the future of your company.

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Consulting Consultants Due Diligence Mergers and Acquisitions 52

The Motley Fool

MARCH 30, 2024

Citigroup projects asset tokenization to be a $4 trillion market opportunity by 2030, while the Boston Consulting Group (BCG) has identified this as a $16 trillion opportunity. The company to watch here is Coinbase Global (NASDAQ: COIN) , which created its very own blockchain (Base) last summer. There's a lot more to come.

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Due Diligence Financing Finance Assets 130

Axial

OCTOBER 21, 2024

Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. Streamlining operations It’s important to put your company in the best possible light for potential buyers — and that starts early on in exit planning.

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Due Diligence Mergers and Acquisitions Consulting Consultants 97

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Account administration (the bank and/or investment company that holds the underlying accounts). You should consult a financial professional and perform your own due diligence on these providers before you make any changes to your own investments. Investment fees (underlying expense ratios for investment funds range from.34%-.94%).

Accounting 98

Accounting Due Diligence Mutual Funds Taxes 98

Hedgestone

JUNE 12, 2023

If you’re looking to buy a million dollar business, you’re likely in search of a profitable and established company with a proven track record. Unlike starting a business from scratch, buying an existing business requires careful due diligence to ensure that the company you’re purchasing is a good investment.

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Axial

JANUARY 30, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. We create powerful marketing videos showcasing our client’s companies. We do ground-breaking, confidential global client marketing.

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Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Private Equity Wire

JUNE 20, 2023

Partnering with a collaborative firm to help navigate this environment can help them exceed operational due diligence and SEC audits with less difficulty, says Vinod Paul, chief operating officer, Align. Are there upcoming regulatory changes which could affect your business and that of your clients?

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Due Diligence Hedge Funds Best Practices Consulting 52

The Motley Fool

MAY 13, 2024

I'm more drawn to the platform of my company, The Motley Fool, striving to make the world smarter, happier, and richer. The first was he loved to find very early, so-called development stage companies to invest in. These companies that not only don't have profits, but in some cases, they don't even have revenues yet.

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Due Diligence Investing Mutual Funds Companies 130

Sara Grillo

APRIL 19, 2024

As a side note, please understand that nothing in this blog is an endorsement of any particular company. Please conduct your own due diligence and come to your own decision. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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Due Diligence Legal Accounting Education 97

Private Equity Wire

JULY 25, 2023

Sexton joins Stanley’s growth and investor relations team with a key focus on fundraising activities while Fogtdal will strengthen Stanley’s transformation team, working with portfolio companies to develop operational efficiencies and drive growth. with brand name private equity clients. Like this article?

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Due Diligence Capital Consulting Consultants 52

Sara Grillo

DECEMBER 13, 2024

Weeks Associates, LLC, carol@nkwadvisory.com Nectarine Pape Financial Plan for It Financial Scaled Finance Rauschenberger Financial Advisors Ryerson Financial The Wealthy Parent Tucker Wealth Advisory Wealthwyzr Disclosures Please understand that this is not an endorsement of any particular company.

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Due Diligence Consulting Consultants Legal 52

Hedgestone

JULY 10, 2023

Business brokers typically work with small and mid-sized businesses, but they can also work with larger companies. Assistance with Due Diligence Due diligence is a critical part of the buying process. Business brokers can assist buyers with due diligence, which involves a comprehensive examination of the business.

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Due Diligence Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

Axial

JANUARY 15, 2025

How long do you want to stay involved with the company? Your choice depends on whether you want to maximize price or balance it with finding a good steward for your company. These types of buyers often pay more, but theyre not a good fit if youre looking for your company to live on past your exit. Whats your ideal buyer profile?

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Due Diligence Consulting Consultants Exit Strategy 59

Trivest Partners

FEBRUARY 15, 2023

MIAMI, FLORIDA – BluWave , the business builders’ network for private equity grade due diligence and value creation needs, announced today that Trivest is a recipient of the 2023 Top Private Equity Innovator Award for the second consecutive year. Templeton, managing partner at Trivest. Templeton, managing partner at Trivest.

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Due Diligence Private Equity Firms Private Equity Firms Consulting 40

Hedgestone

JULY 7, 2023

How to Protect Yourself While the steps above will help you recover your investments in the event that your stockbroker goes out of business, there are several steps you can take to protect yourself from such a situation: Conduct Due Diligence Before hiring a stockbroker, it is essential that you conduct due diligence.

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Securities and Exchange Commission (SEC) Due Diligence Mergers and Acquisitions Consulting 52

Trivest Partners

MARCH 4, 2024

BluWave , the Business Builders’ Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, announced Trivest as a 2024 Top PE Innovator Award winner*. “Their innovative practices are strengthening companies, creating jobs, and catalyzing a rebound in our economy.”

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Due Diligence Private Equity Firms Private Equity Firms Consulting 40

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. They provide not only financial planning for the company itself, but also for their employees. Please conduct your own due diligence and come to your own decision.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. Finally, consider the issue of company valuation and expected sale price. For instance, they’ll often ask about the reason for the sale.

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Due Diligence Legal Mergers and Acquisitions Prospects 52

Sara Grillo

DECEMBER 11, 2023

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. However, please understand that this is not an endorsement of any particular company. Please conduct your own due diligence and come to your own decision.

Consulting 59

Consulting Consultants Due Diligence Education 59

Hedgestone

JUNE 22, 2023

Determining the fair market value of a business is an essential aspect of buying or selling a company. It involves analyzing various factors, such as the company’s financials, industry trends, competition, and more. However, determining the fair market value of a business is not a straightforward process.

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Due Diligence Mergers and Acquisitions Consulting Consultants 52

Axial

JULY 13, 2023

The letter of intent is a more formal document than the IOI, and outlines a final price and deal structure that a buyer puts forward for a target company. Unlike the IOI, which offers a general price range, the LOI provides a specific bid for the company that reflects the price they are proposing to pay.

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Due Diligence Bidding Prospects Best Practices 52

Hedgestone

JULY 11, 2023

This involves researching the industry, the company, and the competition. You should have a clear understanding of the company’s financials, including revenue, expenses, and profits, as well as its assets and liabilities. Due Diligence After negotiating the terms of the deal, the next step is to conduct due diligence.

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Hedgestone

JULY 11, 2023

Buying someone out of a business means purchasing their ownership interest in the company. Limited Liability Company (LLC): If the business is an LLC, the buyer will purchase the departing member’s membership interest. This can include their shares, membership interest, partnership interest, or any other type of equity ownership.

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Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring. In 2020, Ms.

Finance 52

Finance Financing Due Diligence Funds 52

Hedgestone

JULY 10, 2023

Aspiring entrepreneurs often consider buying a limited liability company (LLC) business as an alternative to starting one from scratch. It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership.

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Due Diligence Mergers and Acquisitions Legal Liabilities 40