Cohen Circle的动态

BCI's original podcast continues with #121, "What is a SPAC (Special Purpose Acquisition Company)?" (runs 10:12) https://lnkd.in/ekzg2WBW A SPAC, also known as a "blank check company" is where an IPO is established to raise cash for a future merger with a private company with great growth potential. This podcast defines, examples are given and guidelines are discussed for investment decisions.

What are the benefits of taking your company public? Check out this short clip from my podcast interview with Peter Goldstein, CEO of Exchange Listing LLC, about the reasons why you should consider an IPO.

M&A is certainly generating a lot of interest in Financial Planning right now. Feels like that it's a trend that has a long way to go yet, if the US market activity is any sort of leading indicator. Great to sit down with my good friend Richard Hernan and get a first-hand account of what is happening in this space.

Exciting Podcast Launch Alert! ?? I sat down with Bob McCormack, Founder of Murphy McCormack Capital Advisors, for a deep dive into the intricate world of M&A transactions. ?? In this episode, we unravel the complexities of goodwill, going beyond tangible assets to unveil its true significance in company valuations. Explore the key factors influencing goodwill creation from brand reputation to management teams, with insights from Bob's wealth of experience. Tune in to discover the challenges associated with goodwill, including financing hurdles and potential impairments, and gain expert strategies from Bob on overcoming them. ??? Don't miss out— watch the full episode here: https://lnkd.in/dexYGN2Q #mergersandaquisitions #strategy #financing

"I did the math...If we have between 230-250 transactions a year, it will take about 50 years until we see true consolidation" in the RIA industry. Just one of many stats shared by Laura Delaney, who leads Fidelity Investments' RIA M&A research, during a new episode of Emigrant Partners' RIA+ podcast. I'm grateful to Laura for offering a different perspective on M&A activity and valuations in our space - and ultimately, for going beyond the traditional M&A numbers. After years of record-breaking activity levels across the industry, there are now thousands of deals that can be analyzed in hindsight. Importantly, it presents us with an opportunity to now look at activity "after the close" - and truly understand what makes for a successful merger, acquisition and strategic partner. Thank you for zooming out Laura, and offering our listeners guidance on preparing for transaction, and what it takes to successfully (and thoughtfully) build a business that thrives for years after the ink dries. Listen to RIA+ episode 12, out this morning: https://lnkd.in/eH8BFUw2

?? On today's new podcast episode: Chris Loeffler gives me a look under the hood of Caliber's new Opportunity Zone fund merger program. Link to the full interview in the comments below. #OpportunityZones

What are the key trends in the resurgent IPO market this year? On this episode of our “What’s The Deal?” podcast, Keith Canton sat down with host David Rawlings to explore the strategic qualities investors are looking for in companies going public. Tune in as they dive into private equity and venture capital in the current environment, the importance of after-market performance, and more: https://lnkd.in/eHrgWsAU

Curious how one serial real estate investor diversified his income beyond flipping houses during the market uncertainty brought by COVID? Tune into our episode featuring Josh Wilson of JW Global Enterprise on the Grab The Map podcast, as he shares how he overcame worries during COVID to venture into a proven, profitable strategy in business acquisitions Watch the full episode here: https://lnkd.in/gzyZ82zv #realestate #realestateinvestor #realestateinvesting

I had a great conversation with Phil Thompson from Skye where we dove deep into growth strategies, mergers & acquisitions, and why scaling matters. One key takeaway? The Rule of 40—a must-know concept for businesses looking to balance growth and profitability. Whether you're running a boutique firm or aiming to scale, this episode is filled with practical insights on navigating M&A, securing the right capital partners, and driving sustainable growth. Tune in for some actionable advice you can apply to your own business journey! #GrowthStrategy #MergersAndAcquisitions #BusinessGrowth #Merchant

Catch up on our latest podcast with Charles Hall and Paul Jourdan where they discuss the importance of UK capital markets in enabling companies to secure growth capital and democratising share ownership. They talk about M&A, valuations, and the reopening of the IPO market. Listen to the full podcast here: https://lnkd.in/e_fJj5Qy