Executive Vice President at Octagon Executive & Professional Recruiting . Elevating the careers of ambitious Accounting, Finance, & HR management professionals by placing them w/ growing South Florida organizations.
PE 3.0 and the Portfolio operations niche. Competition and high debt costs are forcing a needed evolution in the PE space and creating new opportunities for Tech savvy Operations leadership !
Are you someone who hasn’t come across a deal that you didn’t like for your business portfolio and you do everything to try to make it fit when it may not? Or maybe, you are someone who doesn’t see the value in any deal and review and review but never execute. Regardless of where you are on this spectrum, efficient and effective deal evaluation plays an important role. See the latest post from Sri Malladi and Athena Consulting Partners. A quick read and a good summary of an approach to achieve effective evaluation of M&A opportunities!
Advised on $8B+ in M&A | CEOs and CFOs hire us to acquire 2-3 right fit-businesses / year without burning out their team | Business owners hire us to prepare and sell their business at the best value
Getting better and faster at evaluating M&A opportunities is an organizational superpower. We see two common symptoms when companies don't have a well-thought-out process to identify, prioritize, and evaluate acquisitions. 1) Teams spend hundreds of hours evaluating deals that seem to go nowhere. AND 2) Leadership teams are involved in deal review meetings where HOW decisions are made changes from deal to deal. And everyone leaves scratching their heads, with no clear direction of what to improve next time. This malfunction is costly - time lost in chasing the wrong deals, internal resources expended, and the opportunity cost of pursuing other investments. So how can you get better at evaluating deals? Move from a reactive to a proactive approach. Here's a four-step framework we've implemented for our clients, that works well. https://lnkd.in/e7qhK3Vw #mergersandacquisitions
M&A Partner—K&L Gates | Deal Lawyer and Creator of the "Knowing Something" M&A in a Minute ⏰ Series | Tennis, Reading, Fitness, and Air Force 1s 👟
“Knowing Something” M&A in a Minute ⏰— So, You Want A Seat At The Table? Well, first you’re gonna have to earn it. And recognize that making hard decisions come with the territory. Don’t be the kind of lawyer who’s afraid to take a position and make decisions. Instead, be a lawyer who makes a difference when it really matters. How can you be a difference maker? Start by eliminating these tired phrases from your vocabulary: ❌ “it depends” ❌ “on the one hand…” ❌ “well, that’s really a business decision” Here’s a better way to think about it ⬇️ 🎯 Your client deserves to know how YOU come out on important issues and how YOU would decide if you were in their position? Are there assumptions and qualifications at play? Fine—get those on the table. There’s no need to “hide the ball.” But then get to work and earn your pay. Put your best judgment out there front and center and drive the decision-making process forward. 📍Pro Tip: Be someone who gets shit done. That’s what it takes to “earn” your seat at the table. ____________ If you like “Knowing Something” M&A in a Minute ⏰, please click the 🔔 so you don’t miss any new posts. #mergersandacquisitions #klgates #negotiations
Another deal completed! The result of this M&A process ensures the continuation of a innovative consulting startup in the tech sector, as well as safeguarding over 30 jobs! Businesses in the consulting sector can face many issues, from an unserviceable full-time and contracted employee mix causing high overheads, project complexity / slippage which can lead to material cost overrun, inflationary linked overhang and the resultant impact on salary levels can all be major factors leading to financial downturn. These are common issues faced industry wide and would advise any business owners to seek early support from the BTG Advisory team to explore solutions.
Another successful deal, saving over 30 jobs. Adam Humphrey Kyle Woobey Olivia Cleary
Assurance Managing Director at PricewaterhouseCoopers LLP, Assets and Wealth Management with ETF speciality, Non-Profit Treasurer and Board Member
To set the stage for future success, dealmakers should start by thinking through how they can earn trust with critical stakeholders during each stage of the deal. PwC outlines what you need to know.
Day 47 on the job: 1/ Presented Legal & General’s 2023 results - our performance demonstrated the strength of our businesses in challenging market conditions, achieving record new business volumes and resilient operating profit. We are set to achieve our five-year ambitions (set back in 2020) by the end of this year ⭐. 2/ Thanked our 11k+ colleagues 🙏 who worked hard to make this happen. Everything I have seen since January has confirmed what attracted me to join Legal & General: (i) our authentic purpose, (ii) great people and (iii) a strong performance track record (demonstrated again today). 3/ Announced a Capital Markets Event on 12 June - we have every reason to be ambitious about the future and the growth opportunities ahead 📈. I’m looking forward to sharing our future strategy with you in June. #teamwork #growth #strategy
📢 We’ve just published a new blog article that’s a must-read for legal professionals looking to scale their firms effectively! 📄 In our latest post, we explain the Scaling Up methodology and explore how it can transform your legal practice by enhancing operational efficiency, building a winning team, and ensuring sustainable growth. 💼💡 Highlights: Building a Winning Team: Attract and retain top talent. Crafting a Strategic Roadmap: Differentiate your firm in a competitive market. Ensuring Operational Excellence: Streamline processes for improved efficiency. Maintaining Financial Health: Manage your finances effectively for sustainable growth. 🚀 Ready to take your legal firm to the next level? Check out the full article here: https://lnkd.in/gr56iUwY 📚 Whether you’re a seasoned legal professional or just starting, our insights, inspired by business growth expert Verne Harnish, will guide you towards a more focused and prosperous future. 💪 🔗 Click the link and start your scaling journey today! #LegalGrowth #ScalingUp #LegalIndustry #BusinessGrowth #Leadership #OperationalExcellence #ProfessionalServices #LawFirmSuccess #TeamBuilding
Another strong point of view! Bold dealmaking is back. CEOs are undertaking megadeals to stay ahead and drive success. Discover how to position your company for exponential growth. https://pwc.to/3KYVIGe
Many first-time founders mistakenly defer too much to their board or early investors. An email arrives? They rush to answer immediately. The board suggests hiring a CxO? They start a search right away. However, CEOs should lead their boards, not be led by them. Treat your investors as you would any executive you hire: set clear expectations, provide necessary context, and listen to their advice. But remember, ultimately, you make the decisions.
an article from a little while ago. It feels as though things are starting to stir again in the M&A world and taking a different approach to the challenges of delivering success might be a good start. Have a read and let me know what you think. https://lnkd.in/epfJxBjz