Kantata’s Post

Business owners are preparing for a rebounding US deal market in 2024 and beyond. Last week, Jonathan Hawkins joined Merrill Lynch Wealth Management CFA David L. Askenase, CFA, Movoto CEO John Berkowitz and Armanino LLP CPA Scott Wilson for a panel discussion about exit event planning, moderated by Austin Champion. The discussion,"Exit Ready: Maximize the financial impact of a milestone exit event through tax and entity structuring and risk mitigation," guided executives through the steps to take today to plan for a future merger or acquisition. Do you have the right team in place, helping you plan for a successful exit? #mergersandacquisitions #corporate #valuation #businessowner #entrepreneur

Meet the Founders of D&C Investors Group. Last week we introduced you to Cian...this week we would like to introduce co-founder, Danny O.! Find out all about Danny's knowledge and experience in the M&A space as well as a bit about his interests outside of work here: https://lnkd.in/ejN4gs-r If you are looking for some guidance to grow your business or perhaps you are looking to retire and need help with an exit strategy, D&C can help. Get in touch today. #mergersandacquisitions #privateinvestment #privateinvestors #exitstrategy #exitplanning #sellmybusiness

Building and growing a business is no small task. With this in mind, founders may begin to explore options for an exit strategy or seek investment capital to fuel further growth. Before doing so, it's important to plan ahead and take the necessary steps to ensure that you and your business are prepared. To learn more about preparing for an acquisition, visit our website at www.georgiaoak.com, or email us at [email protected]. Special thanks to Michael "Mick" Cochran, John Goldasich, and Michael Albritton for joining Michael Lonergan for a “Private Equity 101” panel discussion. This article, written by Stacy Sutton, is based upon their discussion. #MergersandAcquisitions #Founders #InvestmentCapital

Join us on May 22 from 9:30 am to 10:00 am for an insightful session with Seth Farbman, President and Chairman of VStock Transfer. Seth, a expert with years of experience in corporate finance and strategic advisory, will share his expertise on strategic communication for business growth. What to Expect Strategies for attracting investors and crafting compelling narratives to secure funding, along with building trust and credibility with potential backers.Identifying new market opportunities, communicating value propositions, and leveraging strategic communication to build brand presence. Communicating the value and benefits of mergers and acquisitions, ensuring transparent communication, and managing stakeholder expectations. Preparing for the IPO process, crafting messages that resonate with investors, and navigating regulatory requirements and public scrutiny. Don't miss this opportunity to learn from industry leaders.Whether you're looking to raise capital, expand into new markets, engage in strategic transactions, or prepare for an IPO, this session will provide the knowledge and tools you need to succeed. Mark your calendar and register now! #IPO #Stock #FinancialGrowth #StrategicCommunication https://lnkd.in/eN6QcRxh

Want to really understand how top Private Equity firms think about markets, founders and acquisitions...? A weekly (5) question answered by 8 top PE executives in this unique, "PE Insights series". Episode #1 drops July 11th.

I’m excited to announce that I’ve completed the course: Demystifying VC Term Sheets & Cap Tables from Wall Street Prep! This course deepened my understanding of the early-stage investing landscape, including key elements like VC return economics and valuation methodologies. I’ve gained hands-on experience in analyzing and negotiating term sheets, calculating dilution, constructing cap tables, and navigating the complexities of convertible debt and option pools. These skills are invaluable not only for venture capitalists, entrepreneurs, and legal professionals but also for mature firms exploring inorganic growth strategies, such as mergers and acquisitions. I’m ready to apply these insights to drive strategic decision-making and value creation. #inorganicgrowth #venturecapital #finance

Lynch Investment Planning is growing. Hiring David Lynch, CFP® was an invaluable move that will continue our upward trajectory. But in order to compete against the big dogs, it's necessary to see how they operate. I spent the last couple of days at a conference learning about the #financialplanning industry courtesy of a major mergers and acquisitions consultant. Here are some key takeaways: - RIA (registered investment advisor) firms like us are being bought up by larger firms backed by private equity groups at lightning speed - These groups want to streamline services and increase profitability so that they can sell the business - the average holding period before selling is 6 years - The financial advice business is not going away and our fees aren't going to change, but the value and service we offer to clients will increase My personal take: don't be an anonymous client of a mega firm that is just going to shuffle you around. There's still a place for small family-owned businesses like ours, and we aren't going anywhere. #finance #investing #smallbusiness

Join us on May 22 from 9:30 am to 10:00 am for an insightful session with Seth Farbman, President and Chairman of VStock Transfer. Seth, a expert with years of experience in corporate finance and strategic advisory, will share his expertise on strategic communication for business growth. What to Expect Strategies for attracting investors and crafting compelling narratives to secure funding, along with building trust and credibility with potential backers.Identifying new market opportunities, communicating value propositions, and leveraging strategic communication to build brand presence. Communicating the value and benefits of mergers and acquisitions, ensuring transparent communication, and managing stakeholder expectations. Preparing for the IPO process, crafting messages that resonate with investors, and navigating regulatory requirements and public scrutiny. Don't miss this opportunity to learn from industry leaders.Whether you're looking to raise capital, expand into new markets, engage in strategic transactions, or prepare for an IPO, this session will provide the knowledge and tools you need to succeed. Mark your calendar and register now! #IPO #Stock #Fian #FinancialGrowth #StrategicCommunication https://lnkd.in/eN6QcRxh

When acquiring a new portfolio company, it's no longer enough for a private equity buyer to simply cut costs to increase their exit multiple. Private equity firms must have a strategic M&A approach with a focus on growth in order to improve ROI. 📈 Armanino Strategy & Transformation Partner Amy Julian outlines how acting fast, creating focus and defining a framework for the portfolio's team and culture sets up a roadmap for success. #PrivateEquity #MergersAndAcquisitions #Portfolio

When acquiring a new portfolio company, it's no longer enough for a private equity buyer to simply cut costs to increase their exit multiple. Private equity firms must have a strategic M&A approach with a focus on growth in order to improve ROI. 📈 Armanino Strategy & Transformation Partner Amy Julian outlines how acting fast, creating focus and defining a framework for the portfolio's team and culture sets up a roadmap for success. #PrivateEquity #MergersAndAcquisitions #Portfolio