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M&A

growth strategy for M&A and investment banking firms

Growth Strategies for M&A and Investment Banking Firms: A Framework for Growth

In the competitive landscape of middle-market mergers and acquisitions (M&A) and investment banking (IB) firms, growth is never incidental. It...

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Deal Ready: Strengthening Your Firm’s Position for Private Equity or Acquisition

Why Private Equity (PE) is Investing in Accounting Private equity investments and merger activity have reshaped the accounting landscape. Between...

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Deal Marketing: Faster, Smarter, More Automated

In today’s competitive middle-market landscape, investment banking and M&A advisory firms face a familiar challenge: grow through a steady stream of...

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Integrating Acquisitions: A 5-Step Framework for Successful Accounting Firm M&A

Mergers and acquisitions have become a common growth strategy in the mid-market accounting space. Whether the goal is to expand into a new geographic...

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