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Marshall Lockton: from family business to family office to acquisition #1

Axial

In October 2023, he acquired Knight Agency, a specialized consultancy that helps organizations unlock performance by uniquely connecting a company’s purpose, story, values, people and products. If you’re a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com.

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Nick Leopard – Learn How the Very Best PE Firms Transform the Finance Function – Ep. 18

Axial

Nick started Accordion after prior chapters in investment banking and private equity / mezzanine lending. Accordion has become a leading financial consulting firm focused exclusively on serving the office of the private equity-backed CFO. Today Peter Lehrman welcomes Accordion’s CEO and founder Nick Leopard onto the podcast.

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The Anatomy of a CIM

Axial

Your options include: Hiring a professional investment bank. Qualified investment banks have extensive experience building these materials. Ask them for samples so you can get familiar with their work; some banks might be a better fit for your business and style than others. Hire an M&A consultant.

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S&P; Global (SPGI) Q2 2024 Earnings Call Transcript

The Motley Fool

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. This is driven by strong trading volumes across key sectors in Global Trading Services and a pickup in consulting activity, particularly for energy transition-related initiatives. Thank you all very much.

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Transcript: Eva Shang, CEO, Legalist

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now this is a website that had cost the state $70 million to make and it was extremely janky and his intent was just to download all the information and then see what he could do with it.

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Transcript: Graham Weaver

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. I really didn’t know the difference between private equity or consulting, or anything. We hired a consulting and coaching firm for our whole organization. WEAVER: Yeah.

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Citigroup (C) Q1 2024 Earnings Call Transcript

The Motley Fool

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements which are based on management's current expectations and are subject to uncertainty and changes in circumstances. On Slide 14, we show the results for Banking for the first quarter.

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