Axial

MAY 4, 2023

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. Our partners have unparalleled experience, with involvement in over 200 sales and mergers since 1979.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

MAY 7, 2024

Non-GAAP EPS was $0.72, increasing 36% versus prior year, even with the 32% increase in outstanding shares driven by the merger. The combination of these two businesses is one of the strengths of our merger, offering a broad range of product and market-changing innovation. Operations remains the strength of the merger.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Accounting Capital 130

Diamond Consultants

JUNE 1, 2023

And certainly, there are plenty of firms out there that have identified the right combination of exceptional client service, smart recruiting and strategic growth initiatives—making them attractive acquisition targets. But what of the advisor who is an employee of a traditional brokerage firm?

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Hedgestone

JUNE 19, 2023

You will want to look at the financial records, including tax returns, profit and loss statements, and balance sheets. With our successful track record of facilitating over $4 billion in business mergers and acquisitions, you can trust HedgeStone to help you make a smart investment.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

APRIL 25, 2024

We believe this is largely driven by lower and later tax refund payments to consumers so far in 2024, relative to what we've historically observed. Tax refunds are an important factor in credit seasonality. Even with the tax refund effects, auto credit performance remains strong. So, Rich, maybe just start off on credit.

Capital 130

Capital Taxes Banks Mergers and Acquisitions 130

Hedgestone

JUNE 15, 2023

Unlike for-profit businesses, nonprofit organizations are exempt from paying taxes on the income they generate. Finally, it’s important to consider the legal and tax implications of selling a nonprofit business. Nonprofits typically rely on donations, grants, and other forms of funding to support their operations.

Legal 52

Legal Mergers and Acquisitions Consulting Consultants 52

Hedgestone

JULY 10, 2023

Tax Implications Selling a business can have significant tax implications. Depending on the structure of the sale, you may be subject to capital gains taxes, which can be substantial. It’s essential to consult with a tax professional before selling your business to understand the tax implications fully.

Due Diligence 40

Due Diligence Mergers and Acquisitions Taxes Consulting 40

Hedgestone

JUNE 6, 2023

Valuation is important in a variety of contexts, including mergers and acquisitions, financing, and legal disputes. We have a successful track record of facilitating over $4 billion in business mergers and acquisitions, and we have experience with businesses of all sizes and industries.

Mergers and Acquisitions 52

Mergers and Acquisitions Assets Consulting Consultants 52

Axial

OCTOBER 21, 2024

At Axial , we have 14 years experience in the small business mergers and acquisitions landscape. Resolve any outstanding tax issues, make sure your financial statements are accurate, and address any discrepancies. We then pair you with an Exit Consultant who learns more about your business and your exit goals.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consultants Consulting 52

The Motley Fool

JANUARY 25, 2024

Mergers and acquisitions are becoming a bit more challenging. Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. If you decide to trim the position, it definitely makes sense to identify the shares you're selling to maximize the tax consequences.

Investors 130

Investors Taxes Banks Education 130

Hedgestone

JUNE 28, 2023

This information includes financial statements, tax returns, employee contracts, vendor contracts, customer lists, marketing plans, and any other relevant documentation. You’ll need to review the income statement, balance sheet, cash flow statement, and tax returns for the past three to five years.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Liabilities 52

The Motley Fool

FEBRUARY 8, 2024

Now nearly two years after the merger, we put the work of operational integration behind us, and we have fully turned to the exciting work of growth, innovation, and execution. As we approach the two-year anniversary of the merger, we can definitively say it has been a success. Lastly, since the merger closed, we've returned $17.5

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

Hedgestone

JULY 11, 2023

Taxes Buying someone out of a business can have tax implications for both the buyer and seller. It’s important to consult with a tax professional to understand the tax implications of the transaction and ensure that all necessary tax filings are completed.

Due Diligence 40

Due Diligence Buyout Legal Liabilities 40

The Motley Fool

OCTOBER 11, 2024

On October 1, we closed on our acquisition of Global Infrastructure Partners. Our planned acquisition of Preqin is accelerating this exciting private markets data and analytics journey for BlackRock and our clients. increased 5%, reflecting a higher tax rate compared to a year ago. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Hedgestone

JULY 10, 2023

Here are some steps you can take to value your business: Calculate your earnings before interest, taxes, depreciation, and amortization (EBITDA). If you’re ready to sell your business, call HedgeStone Business Advisors today at (561) 593-3711 for a free consultation. Determine your industry multiple.

Mergers and Acquisitions 52

Mergers and Acquisitions Legal Earnings Before Interest Amortization 52

Hedgestone

JUNE 4, 2023

Start by gathering all of your financial documents, including tax returns, bank statements, profit and loss statements, and balance sheets. We have a successful track record of facilitating over $4 billion in business mergers and acquisitions, and we’re committed to delivering exceptional results for every client.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consulting 52

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. You did no acquisitions. What can I say about Peter Mallouk?

Mergers and Acquisitions 63

Mergers and Acquisitions Taxes Consultants Consulting 63

Hedgestone

JULY 10, 2023

We have a wealth of experience in facilitating successful business mergers and acquisitions and can provide you with the value-added service you need to make the right investment. It involves reviewing financial statements, tax returns, contracts, and legal documents.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Liabilities 40

The Motley Fool

AUGUST 9, 2023

Please note that some of the information you will hear during our discussion today will consist of forward-looking statements, including, without limitation, those regarding our expectations as to our future revenue, gross margin, operating expenses, taxes, and other future financial performance and our expectations for our business outlook.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

Hedgestone

JULY 10, 2023

Here are the steps to follow to value a gym business: Step 1: Gather Financial Information The first step in valuing a gym business is to gather all the necessary financial information, such as income statements, balance sheets, and tax returns. This information will help to determine the revenue, expenses, and profitability of the business.

Liabilities 52

Liabilities Due Diligence Mergers and Acquisitions Assets 52

Hedgestone

JULY 10, 2023

You should also review the business’s tax returns, which can provide additional information on the business’s financial health. Call HedgeStone today at (561) 593-3711 for a free consultation. These documents will give you an idea of the business’s revenue, expenses, and profitability.

Due Diligence 52

Due Diligence Mergers and Acquisitions Assets Consulting 52

The Motley Fool

MAY 1, 2024

But can you give us your thought process on buybacks post-merger, and how you think about the intrinsic value of the combined company, and what mid cycle price makes sense to underpin that? I think, you know, I think an after-tax PV12 felt like at a mid-cycle price felt like a very conservative price to buy back shares.

Assets 130

Assets Capital Mergers and Acquisitions Consultants 130

Axial

AUGUST 23, 2024

So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family. Transaction Comparables : Values a business by comparing it to the prices paid for similar companies in recent acquisitions or mergers.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

AUGUST 1, 2024

Six Flags and Cedar Fair concluded their merger as of July 1st. We closed on a third new build-to-suit location for Andretti Karting in Oklahoma City, providing $5 million for the acquisition of land and a total commitment of $32 million for completion of the build-to-suit project. During Q2, our investment spending was $46.9

Debt 130

Debt Education Mergers and Acquisitions Assets 130

Insight Partners

OCTOBER 18, 2023

Beginning October 2023, the EU’s Carbon Border Adjustment Mechanism (CBAM) will go live with reporting mandates: the world’s first climate border tax. Balancing regulation and innovation While regulation can offer early momentum for user acquisition, it shouldn’t be the lynchpin of a business model.

Mergers and Acquisitions 52

Mergers and Acquisitions Consultants Consulting Investors 52

The Motley Fool

DECEMBER 5, 2023

Or are you guys looking to make some acquisitions in that space? We never precluded an acquisition. But with that, we're very disciplined, I think, in how we approach acquisitions, especially these days. Is this going to be more of a lead-gen innovation-type consulting business? Anything to highlight there?

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

APRIL 12, 2024

While M&A revenues are still low across The Street, I was pleased that we participated in some of the significant deals announced in the quarter, such as Diamondback's merger with Endeavour Energy and Catalent's merger with Nova Holdings. Advisory revenues declined given the low level of announced merger activity last year.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

Axial

JULY 27, 2023

CA 11 Gleason Advisors PA 12 ACT Capital Advisors WA 13 Vercor GA 14 EBB Group TX 15 Sun Mergers & Acquisitions NJ 16 New Direction Partners PA 17 Marshall-Stevens CA 18 Cornerstone Business Services, Inc. ASA has 25 years experience in Mergers, Acquisitions, and corporate exits.”

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Axial

OCTOBER 26, 2023

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 do ground-breaking, confidential global client marketing. We create powerful marketing videos showcasing our client’s companies. .”

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

DECEMBER 30, 2023

Monday is a wild card, but it usually involves some form of mergers and acquisitions. Adobe is calling off their acquisition of Figma. Shareholders are seemingly happy to not have the stock diluted for the acquisition of an entity that would have made lots of sense in Adobe's portfolio. I want to start with the big one.

Mergers and Acquisitions 243

Mergers and Acquisitions Shareholders Angel Investors Companies 243

Pension Pulse

MARCH 28, 2024

The question now is how to tap it: a complex dilemma that’s shaping merger talks and corporate strategy, while attracting insurers and asset managers who see a lucrative opportunity in companies that want out of this volatile game altogether. You could, but you pay a huge tax, so it doesn’t make much sense.”

Consulting 59

Consulting Consultants Liabilities Mergers and Acquisitions 59

The Motley Fool

JANUARY 25, 2024

billion in acquisitions that added to our talent capabilities and scale. This was our largest year for acquisitions in nearly two decades, aside from 2019 when we acquired JLT. Revenue grew 7% on an underlying basis with 8% growth in RIS and 7% in consulting. In the consulting segment, fourth-quarter revenue was $2.3

Companies 100

Companies Securities and Exchange Commission (SEC) Mergers and Acquisitions Consultants 100

The Motley Fool

AUGUST 21, 2023

We continue to explore opportunities for organic growth while considering mergers and acquisitions to further strengthen our position in the market. million in annualized cost savings since the Valens acquisition in January of 2023, surpassing our original $10 million cost savings target. product opportunities.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

The Motley Fool

JULY 28, 2023

To obtain information on factors that may lead to results different those forecast by Vale, please consult the reports Vale's files with the U.S. Higher gold prices and the one-off effect on tax credits contributed to reducing our total costs in the quarter. Is it a merger? Of course, we still have gaps to fulfill. It could be.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Finance Financing 130

The Motley Fool

AUGUST 1, 2023

We recently commissioned a total economic impact study from Forrester Consulting that quantified the savings from using Paycom and Beti, including a 90% reduction in labor for payroll processing and saving HR and accounting teams more than 2600 hours per year. Second quarter GAAP tax rate came in higher than expected at 30.5%.

Mergers and Acquisitions 130

Mergers and Acquisitions Taxes Banks Companies 130

Pension Pulse

MAY 22, 2024

Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Invested US$100 million in financing to support EQT’s acquisition of Zeus, a leading contract manufacturer in the medical devices industry based in the U.S. We have committed approximately C$3.5

Investing 59

Investing Pension Funds Stakes Assets 59

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I mean so MarketCounsel consulting will work with firms on really understanding their scope of services, taking inventory over their conflicts of interest, drafting out fee schedules, investment strategy.

Legal 63

Legal Law Firms Consultants Consulting 63