Todd Taskey’s Post

Many companies we talk to are on a journey of growth and expansion. They may have just emerged from an M&A cycle, acquired another firm, been acquired, or are on an ascendant trajectory for growth acquisition. Hence the reason we think this episode will be extremely relevant. We even had a little fun with it ;) Take a listen to this fascinating conversation with Tom Rodenhauser and Ramone Param from Kennedy Intelligence to learn more about the pivotal role private equity (PE) is playing in reshaping the consulting industry. https://okt.to/G1ytMi

Why don't we chase every deal on the market? Acquisitions demand restraint. Every deal looks promising, yet we focus on those that truly align with our long-term goals. Six deals a year may sound conservative, but each one is a calculated move built to last. To never miss another investment opportunity with Lone Star Capital, click the link in the comments and join our investor list. #multifamilyrealestate #realestateinvesting #lonestarcapital

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

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

Understanding a private company’s value is crucial for dealmakers, but the process can be challenging because of limited data. Recently, we covered how investors can use public comps and VC & growth equity comps. Now we’re focusing on how past M&A deals — specifically, acquisitions — can help dealmakers evaluate their private-market targets. Check out Grata COO Nevin Raj's latest blog post on how to value a private company here: https://hubs.la/Q02TqZqQ0 #privateequity #privatemarkets #comps #valuations

Today, Allura Partners had the pleasure of hosting Quadrant Private Equity along with a group of CEOs and executives for a networking lunch. It was a fantastic opportunity to delve deeper into the world of private equity, gain insights into the award-winning private equity firm, and engage in an open discussion with other executives. Gareth, Victor, and Andrew represented Quadrant and led the discussion, covering a range of topics including current market conditions, economic trends, mergers and acquisitions, valuation creation strategies, and more. If you’re interested in joining us for our next event, please reach out to James Curtis #privateequity #executives #insights

In private equity transactions, FP&A investments become an absolute necessity for institutional investors to clear the runway for growth and other value creation efforts like add-on acquisitions. In our recent Catalant Quarterly, Benjamin Lehrer takes us through that journey and explains the impact that changes, even well-intentioned ones, can have on FP&A during the First 100 Days, and dives into how to set up the function for success. Watch a highlight of Ben's interview with Jon Younger PhD, and check out his full article, linked below.

Explore the key characteristics private equity firms prioritize when evaluating potential acquisitions. Grasping these critical factors can significantly enhance a business's appeal to investors. Join us in our latest episode of The Ins and Outs of Selling a Business with our guest Jack McGlinn, Senior M&A Advisor at Osage Advisors, LLC as we talk about the essential roles of management teams, recurring revenue, and customer concentration in driving successful investments. Discover how these elements can shape your business's future and make a lasting impression in the competitive investment landscape. Watch here: https://lnkd.in/eHKeqWuF Listen here:https://lnkd.in/eEP_4jX9

Unlock the secret to successful dealmaking! It’s not just about the numbers—strong relationships are the foundation of every great deal. Building trust and genuine connections can dramatically influence negotiations and long-term success. This is crucial for anyone navigating the complex world of investments and acquisitions. 𝗣𝗿𝗼 𝘁𝗶𝗽: Listen actively, communicate transparently, and always follow through on commitments. Watch the full video where we discussed how building strong business relationships can transform your dealmaking strategy: https://lnkd.in/gfcJkiyE Join Angel Investors Network to connect with top-tier investors and gain insights into forming effective partnerships. Access exclusive opportunities and personalized advice today. https://lnkd.in/dNV5xgz4 What’s your best tip for building strong relationships in business? Share your thoughts in the comments! 💬 #PartnershipSuccess #RelationshipBuilding #Dealmaking #InvestmentStrategy #BusinessGrowth #Networking #TrustBuilding #LeadershipTips #AngelInvestors #SmartInvesting

We had an insightful discussion with David Spencer from The Storage Acquisition Group on the challenges and opportunities in off-market acquisitions. As interest rates adjust, the market is poised for potential growth. It's intriguing to see how global investors recognize self-storage as a reliable investment. Watch the full interview 👉 https://urt.io/sagd #selfstorage #realestateinvesting #selfstoragefacility #investing #realestate