OfficeHours

FEBRUARY 9, 2024

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. Given that we were mainly doing sell-sides at the EB, a lot of the analysis work was valuation as well as positioning the company and helping the management team with the presentations.

Private Equity 173

Private Equity Recruitment Banking Bank 173

How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. In the broader context, businesses must ensure their books are not just insightful but also transparent. When evaluating a potential acquisition, this financial opacity can become a stumbling block.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

JULY 23, 2023

Ron Sponsor: Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He emphasizes the need to avoid spreading oneself too thin and instead concentrate on building expertise in a specific area.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

OCTOBER 2, 2022

Financials - your books must be kept in line with local and federal (governmental) laws, certain reporting requirements, and the general confidentiality you want around sensitive financial matters will usually dictate that these are tasks to keep in-house or outsource to local trusted teams.

Book-building 100

Book-building Management Business Media 100

How2Exit

DECEMBER 22, 2023

b' E171: Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. You have to be patient."

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

OCTOBER 11, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Steven is also the co-author of the book "Humble Alpha: Own Your Presence and Find Your Edge in Life." Steven shares his background and how he got into the M&A space.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. consolidation accounting , lease accounting , etc.).

Investment Banking 64

Investment Banking Equities Bank Banking 64

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

OCTOBER 3, 2022

Buyers will evaluate the retention and churn rates of your customers as well as the revenue tied to each account. Sellers of MSPs need to be ready to present a growth plan of actionable and justifiable ideas to potential buyers. For all buyers, they have three choices relating to IP: Buy, build, or partner.

Management 100

Management S&P Acquisitions Business 100

How2Exit

AUGUST 27, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He humorously reveals that the title of the book is "Get Rich, Quick My Ass," emphasizing the misconception that these ventures yield instant wealth.

Business 130

Business Acquisitions Funds Shares 130

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Razorpay

NOVEMBER 30, 2023

Government regulations and the financial industry embracing modern technologies such as electronic Know Your Customer (e-KYC), video verification (KYC), Internet of Things (IoT), artificial intelligence (AI), digital signatures, and account aggregation systems have built a strong foundation for the future of digital-native financial services.

Accountant 52

Accountant Book-building Business Financial Services 52

Tyton Partners

DECEMBER 11, 2024

As it turns out, bookings did increase on average, with 48% of suppliers seeing year-over-year growth from 2023. As one executive observed, Bookings were extremely slow this spring, but have accelerated significantly in Q3 and Q4 so far. Despite these headwinds, suppliers set ambitious growth targets.

Sale 52

Sale Shares Funds Book-building 52

Tyton Partners

MARCH 28, 2024

New customer acquisition has gotten more difficult; this year could present similar challenges, particularly for those who have not conducted the right “training” in preparation. With sizable product portfolios, they are building the routines and muscle memory to facilitate district cross-sell and up-sell efforts among their teams.

Sale 59

Sale Education Book-building Portfolio 59

IBG

SEPTEMBER 11, 2024

To show your company’s true earnings and book value, we will faithfully recast your financial statements, with an emphasis on removing personal and other non-business expenses that a buyer would not incur. Add-backs increase EBITDA, show what the company’s cash flow would be with a generic owner at the helm, and enhance market value.

Sale 52

Sale Business Financial Statement Profitability 52

How2Exit

AUGUST 28, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Beylin also suggests presenting multiple proposals to clients, typically five to ten, for a typical project.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

SEPTEMBER 4, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He made several acquisitions, building a reputation for buying smaller companies and helping others acquire businesses as well.

Business 130

Business Mergers and Acquisitions Education Broker 130

Mergers and Inquisitions

MARCH 8, 2023

You must also consolidate information from various sources and present it effectively to build relationships and execute deals. If you’re interviewing for a physical trading position, expect it to be more like a sales interview, where they test your presentation and networking skills.

Funds 119

Funds Finance Finance Trading 119

Razorpay

APRIL 23, 2024

This not only helps in mitigating legal risks but also in building trust with users by respecting and adhering to local regulations. The SDK’s design also takes into account the infrastructure of Razorpay’s existing products, ensuring seamless integration and cohesiveness across our ecosystem.

Utilities 52

Utilities Book-building IT Education 52

Software Equity Group

APRIL 4, 2023

In Part One of this two-part series, I presented the first eight marketing strategies to help get companies from the early stages to at least $10M in ARR. While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level.

Sale 52

Sale Book-building Business M&A 52

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

JULY 17, 2024

Some people get in via the top IITs, the Chartered Accountant (CA) designation, and other means, such as networking / lateral hiring , but these are lower probability than the IIM route. They’re mostly supporting pitch books and deal execution in other regions, not working on domestic deals from start to finish.

Investment Banking 59

Investment Banking Bank Banking Investment 59

RKJ Partners

AUGUST 6, 2017

This means that the method evaluates the future cash flow of the company and then discounts those cash flows to the present day. The advantage of this method is that it takes into account the development of the company, rather than simply the historical financials.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Devensoft

AUGUST 22, 2023

As opposed to merely focusing on the market capitalization, which only accounts for the company’s equity value, the Enterprise Value Calculator considers the company’s debt, cash, and other financial liabilities. Discount Rates Discount rates are used in the DCF method to determine the present value of future cash flows.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Devensoft

AUGUST 24, 2023

Address concerns and gather feedback to enhance the integration strategy and build support. Organize joint events, workshops, or team-building activities to foster collaboration, mutual understanding, and a sense of unity. Reinforce these common principles to build a sense of unity and shared purpose.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Mergers and Inquisitions

APRIL 19, 2023

On the producer side, you can see how much they spend to build new plants, factories, and processing centers. Key Uses: Since copper is the best conductor of electricity among non-precious metals, it’s widely used in machinery, appliances, batteries, and even electrical wiring for entire buildings. and Industrias Peñoles (Mexico).

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

NOVEMBER 11, 2024

With a robust background including engineering and military service, Adam Coffey is known for his buy-and-build expertise, having acquired 58 companies. The episode delves into the nuances of private equity, with Adam Coffey drawing from his vast experience to shed light on strategic buy-and-build tactics that have defined his career.

Private Equity 130

Private Equity Equities Business Book-building 130