How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. is important."

M&A 130

M&A Acquisitions Private Equity Portfolio 130

OfficeHours

MAY 16, 2023

There have been various estimates of the percentage of equity volume that is controlled by hedge funds. One widely cited estimate is that hedge funds account for around 5-6% of total equity trading volume in the US. investment banking, private equity , VC, etc.) According to a report by Hedge Fund Research, Inc.,

Financial Market 130

Financial Market Funds Risk Management Trading 130

Software Equity Group

MARCH 18, 2024

Software Equity Group’s expertise becomes invaluable for those whose exit strategy involves seeking majority investment or strategic sale. The SEG SaaS Index helps users conduct their own research on over 100 publicly traded SaaS companies. Knowing what buyers and investors are looking for gives us an edge when negotiating.

Equities 52

Equities M&A Negotiation Investors 52

OfficeHours

OCTOBER 16, 2023

In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. Another key reason is the potential ability to achieve higher returns than public investors.

Investors 100

Investors Private Equity Equities Debt 100

Lake Country Advisors

AUGUST 8, 2024

Market Capitalization Market capitalization is one of the simplest and most commonly used methods for valuing a publicly traded company. This metric provides a quick snapshot of a company’s total equity value as perceived by the stock market. First, identify a group of similar publicly traded technology companies.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

OCTOBER 2, 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 Businesses can increase their value by working with professionals who can help them reach higher revenue thresholds and attract private equity firms.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

Focus Investment Banking

AUGUST 6, 2023

ESG isn’t just a matter for large, publicly traded companies. According to Grant Thornton, one of the largest accounting firms in U.S, “ESG credentials are no longer merely a ‘nice to have’: they are a must have for much of the mid-market.” This is particularly true if your partners are publicly traded or foreign-owned.

Middle Market 52

Middle Market Business Government Profitability 52

Wall Street Mojo

FEBRUARY 9, 2024

When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. At the same time, lower middle market private equity firms are more interested in this segment because of the variety of firms they get to seek across different sectors and industries.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

Solganick & Co.

APRIL 24, 2024

Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] The Notice does not extend the netting rule to deSPAC transactions where target shareholders do not receive SPAC stock (e.g.,

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Tyton Partners

MARCH 28, 2024

Only McGraw-Hill retained its name, but it too had found itself subject to a split back in 2013, when it was sold out of publicly traded McGraw-Hill Companies to a private equity firm. Pearson then became Savvas Learning.

Sale 59

Sale Education Book-building Portfolio 59

Intrepid Banker Insights

MARCH 28, 2023

The M&A markets became significantly more challenged in the second half of 2022, and deal activity reported by investment bankers and private equity financial buyers has slowed down, with uncertainty and rising financing costs playing prominent roles.

Capital 52

Capital Advisory Bank Banking 52

Cooley M&A

SEPTEMBER 16, 2022

In addition, currently public dual-class companies with transfer provisions that do not contain clear carve outs for the delivery of voting agreements in the M&A context should discuss with their advisers the possibility of adopting “clear day” amendments to their charters to include these carve outs. of the transaction’s equity value. [15].

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Do you understand the different categories of buyers, including private equity investors, and how they differ from one another?

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Software Equity Group

OCTOBER 22, 2024

WATCH NOW : Craft a Winning Pricing Strategy to Maximize ARR Growth and Valuation Net Retention in Public Software Companies: Insights from the SEG SaaS Index We recently began tracking net retention information in our SEG SaaS Index , which tracks the performance of 120+ publicly traded software companies.

Valuation 52

Valuation Investors IT Management 52

Cooley M&A

OCTOBER 29, 2020

Although an IPO and a de-SPAC transaction both result in the target’s stockholders owning equity in a publicly-traded company, it is very possible that a target’s existing governance documents, including stockholders agreements, do not account for a de-SPAC transaction in the way that they would an IPO. Indemnification.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

RKJ Partners

AUGUST 6, 2017

The advantage of this method is that it takes into account the development of the company, rather than simply the historical financials. Essentially, comparable company analysis looks at the value of publicly traded companies. Comparable Company Analysis: This analysis provides “relative” valuation.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Software Equity Group

APRIL 4, 2023

After hitting $12M in ARR, our founders decided to consider equity recapitalization to drive next-level growth. We strongly emphasized hiring the right people and holding them accountable. The post 8 Proven Marketing Strategies for Sustainable Growth appeared first on Software Equity Group.

Sale 52

Sale Book-building Business M&A 52

Cooley M&A

JULY 9, 2021

In analyzing synergies, the court clarified that the deal price would be reduced for buyer’s expected synergies , even if those synergies were not ultimately achieved (so long as they were accounted for in the price). Panera Bread was a publicly traded company that JAB Holdings B.V. took private in 2017 for $315/share.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Cooley M&A

JANUARY 20, 2022

Private equity’s increased interest in life sciences , with PE buyers accounting for 47% of deal volume in the first half of 2021 , compared to a long?term 2] Examples of this strategy coming to bear in 2021 included Thermo Fisher Scientific’s acquisition of PPD for $17.4 billion in a bid to acquire cutting edge research capabilities.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Cooley M&A

JANUARY 25, 2023

However, deal activity fizzled in the second half of 2022, as high inflation, aggressive anti-inflation monetary policies, geopolitical instability, assertive antitrust regulators and tightening financing markets depressed target valuations, reduced strategic acquirer confidence and sidelined private equity sponsor buyers. trillion. [2]

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

JD Supra: Mergers

FEBRUARY 11, 2025

This legal update summarizes (a) the reporting requirements under Section 13(d), (f), (g) and (h) of the Securities Exchange Act of 1934, as amended (the Exchange Act), which are generally applicable to persons that own or exercise investment discretion over accounts that own or trade publicly traded or exchange-listed equity securities, and (b) the (..)

Public Trading 161

Public Trading Accountant Trading Equities 161

Mergers and Inquisitions

JANUARY 8, 2025

Contributions: Yes, contribute to your investment accounts regularly out of your paychecks or profits, but build a 1-year cash reserve first (you could shorten this if its unrealistically high). If you have moderate to high risk tolerance, I might recommend something like this: Equities: 80% (mostly U.S.

Investment 59

Investment Portfolio S&P Trading 59