Francine Way

JULY 8, 2017

Business adversity: An economic downturn, the loss of a major customer or the company’s key individual leader, an adverse market / political condition may drive shareholders to other investment alternatives. In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

The TRADE

DECEMBER 21, 2023

 YTD the S+P is up 17%!  Consider the challenges faced in 2023: Two wars, two major banks defaulting, an unprecedented 500bp hike in the Fed Funds rate… market resilience this year has almost defied logic. However, those headwinds haven’t disappeared.  They’re merely sleeping. Rate hikes are notoriously laggy.

Trading 64

Trading Equities S&P Bank 64

Software Equity Group

NOVEMBER 13, 2023

By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions. It provides insight into how effectively a company converts sales into profits, taking into account various expenses such as hosting, support, and labor.

Profitability 52

Profitability Private Equity Investors M&A 52

FineMark

OCTOBER 17, 2023

Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. Consequently, by the end of July 2023, the S&P was up more than 20% for the year. This year was no different.

S&P 52

S&P Investment Portfolio Corporation 52

Peak Frameworks

OCTOBER 17, 2023

Commercial paper is a financial instrument that helps corporations with short-term funding and liquidity needs, such as payroll or accounts payable. Agencies like Moody's and S&P evaluate the creditworthiness of issuers, influencing investor decisions. Commercial paper is a form of unsecured short-term debt.

Finance 52

Finance Finance Debt Funds 52

The TRADE

OCTOBER 9, 2024

Varied approaches to the Covid-19 pandemic starting in 2020 paired with the subsequently varied approaches central banks have taken to abate the economic fallout has left traders, in particular those in the emerging and frontier fixed income space, more reliant on their relationships than ever, both internally and externally.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Mergers and Inquisitions

APRIL 19, 2023

The metals & mining team’s classification varies based on the bank. Metals & Mining Trends and Drivers The most important sector drivers include: Overall Economic Growth – When the economy grows more quickly, companies need more raw materials for cars, TVs, infrastructure, and everything else in modern life.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. A: The most important terms relate to economics and control. Q: Which markets are the most attractive to you?

Capital 59

Capital Valuation Investment Portfolio 59

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The TRADE

JANUARY 18, 2024

He explains: “If somebody’s entering a huge notional-sized order into the marketplace, they might not want to put that on-screen. When you look on-screen, the size and price you see in the screens isn’t necessarily the full market, it’s what the market makers are comfortable quoting electronically.

Trading 130

Trading Electronics S&P Broker 130

FineMark

JULY 13, 2023

The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.

S&P 52

S&P Bank Banking Investment 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. Contributing to that growth were two significant happenings: America helped rebuild Europe and Japan, triggering economic benefits for our nation, and the largest generation in U.S.

S&P 52

S&P Equities Valuation Investment 52

Transactional Delights

FEBRUARY 14, 2021

A former Professor of Law and Economics at Harvard University and partner at WLRK, one of the things Coates is known for is the Problem of the Twelve. Hohn has already seen some of his efforts pay off with Moody’s, the first S&P 500 company to join Hohn's Say on Climate Campaign. That’s one to watch. Check; white knight?

Retail 40

Retail M&A S&P IT 40

InvestmentBank.com

MAY 26, 2021

Debt Markets Prior to COVID-19, some analysts and debt underwriters encouraged debt issuers to exercise caution after the tenth straight year of economic expansion [1]. Simultaneously, other special situation funds ballooned as institutions sought to hedge against losses amid the new market and economic turmoil. 2020, March 25).

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] 10] Deal Point Data; Cooley analysis.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 20, 2022

While 2020’s M&A landscape was characterized by whiplash volatility from choppy deal activity in the first half of the year to a surge in volume in the second half, that momentum accelerated in 2021, with no signs of slowing down heading into 2022. on transactions over 2019’s mega?mergers. General trends in life sciences M&A.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

InvestmentBank.com

MAY 18, 2021

The healthcare sector in the United States is a large driver of economic output. Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Over the last year, the biotech industry has seen considerable growth compared to the S&P 500.

Healthcare 40

Healthcare M&A Valuation Hospitality 40