Lake Country Advisors

SEPTEMBER 30, 2024

Unexplained losses or discrepancies could suggest accounting errors or attempts to conceal financial issues. This is especially crucial in highly regulated sectors like healthcare, construction, or finance, where even minor oversights can lead to significant fines, penalties, or disruptions in operations.

Business 52

Business Valuation Financial Statement Broker 52

OfficeHours

JANUARY 26, 2024

That hadn’t previously been the case since 2009 and highlights how falling valuations and tighter credit markets have forced firms to keep assets for longer than typical five-year investment cycles. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

OfficeHours

JULY 18, 2023

These categories will certainly vary between individuals; for me, I generally used the following: groceries, restaurants/eating out, bars, travel, shopping, personal care/gym, healthcare, and others. Ideally, your categories should cover enough commonly used expenses to whatever ends up in “other” is quite minimal. and how our process works.

Investment Banking Analyst 130

Investment Banking Analyst Funds Recruitment Investment Banking 130

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. You can also link this back to tech or healthcare companies you’ve advised or earlier-stage businesses where your work made a difference.

Capital 59

Capital Valuation Investment Portfolio 59

Sun Acquisitions

FEBRUARY 10, 2023

Step #2 Have a Business Valuation Done Determining the value of your hotel is best left to a business valuation expert. Market trends: These will be weighed into the final valuation. This is a process that your individual brokers, attorneys, and accountants should facilitate.

Business 52

Business Broker Valuation Sale 52

Lake Country Advisors

OCTOBER 17, 2024

In highly regulated sectors like finance, healthcare, or manufacturing, strict requirements must be met to ensure the sale is legally compliant. Licensing Requirements : Specific licenses and certifications must be transferred or renewed in regulated industries like healthcare. A strong valuation process is critical.

Broker 52

Broker Business Sale Negotiation 52

InvestmentBank.com

OCTOBER 24, 2019

M&A activity in physician practices continues to grow and outpace other sectors as deals in the healthcare industry are coveted by investors for their strong growth, recession resistance, and superior historical returns. In 2009 healthcare costs consumed 17.3% trillion accounting for 17.9% of GDP or $2.5

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Cooley M&A

OCTOBER 29, 2020

Valuation Certainty. Perhaps the greatest benefit of going public via a SPAC as opposed to an IPO is that the target’s shareholders are able to attain greater certainty regarding valuation, and more quickly. Competition / Variation. Another feature of SPAC 3.0 is the competition among SPACs for potential targets.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. We believe over 400 total transactions have occurred, though it is difficult to account for all activity. They are looking for the ideal partner with the best valuation and terms possible.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Devensoft

JUNE 6, 2023

For example, if you’re evaluating a healthcare business, certain trends may impact its ability to succeed in the future. Trends such as the aging population, newer technologies, and increased demand for affordable healthcare can signal whether the acquisition is currently worth considering.

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52

Software Equity Group

AUGUST 20, 2024

a company in the Enterprise Resource Planning (ERP)/ Healthcare sector that provides endodontic practice management software and related mobile applications for U.S. healthcare businesses; and the September 2023 deal for Uptake Technologies, Inc. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

iMerge Advisors

APRIL 10, 2025

This article outlines the key regulatory hurdles in cross-border M&A for tech companies, with a focus on how they impact deal structuring, valuation, and execution timelines. based SaaS company with healthcare data may face dual scrutiny from both CFIUS and the European Commission, requiring careful coordination and pre-deal planning.

M&A 40

M&A Valuation Acquisitions Advisory 40

Mergers and Inquisitions

AUGUST 16, 2023

In terms of industry focus , technology (especially “general IT,” Internet, and semiconductors) and healthcare have always accounted for a high percentage of deal activity. Here’s a good summary from this BDA report on Private Equity in China : Tech still accounts for a huge percentage of deal volume in the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 16, 2024

Calculating this total or average cost of labor is an important responsibility of all accounting and finance professionals. The company has to bear the cost of insurance policy related expenses, and they are often given various healthcare benefits and short-term disability benefits as direct cost of labor.

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

Software Equity Group

JANUARY 8, 2024

Having a clear understanding of the broader software industry is one of several key insights to a successful transaction and a better SaaS valuation. IT management provides accountability for hardware, software, and crucial information. Used by accounting and finance departments.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

Having a clear understanding of the broader software industry is one of several key insights to a successful transaction and a better SaaS valuation. IT management provides accountability for hardware, software, and crucial information. Used by accounting and finance departments.

Business 52

Business Management Stock Mergers and Acquisitions 52

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). Valuation – Since many people perceive gold as a stable, irreplaceable store of value, gold miners often trade at higher multiples than base metal miners (see the examples below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Cooley M&A

JANUARY 23, 2024

Valuation disconnects persist In the post-COVID era, the life sciences market has experienced an increased polarization of successful and distressed companies, with sharp contrasts in liquidity and investment interest as buyers focus on de-risked assets.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Cooley M&A

JANUARY 30, 2024

As we look ahead to the 2024 proxy season (and beyond), let’s review the key 2023 trends and developments from activism playbooks, with a sharp focus on the ever-changing landscape in the technology and healthcare sectors. 10] So, what does place tech and healthcare companies in activist crosshairs? Momentum building for 2024?

Private Equity 52

Private Equity M&A Capital Investors 52

Mergers and Inquisitions

JULY 19, 2023

Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. You need financial statement analysis and valuation skills for these roles, and ER and IB provide the most direct paths. hiring MDs to analyze biotech companies). lower intensity).

Funds 52

Funds Asset Management Management Equities 52

How2Exit

AUGUST 8, 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 One of the reasons why sale-leasebacks can result in a higher valuation is the creditworthiness of the operating business.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Cooley M&A

FEBRUARY 8, 2018

We find this practice particularly highlighted in the healthcare sector. According to a September 2017 Equilar study of gross-up practices for 107 mergers in the healthcare sector since 2013, 10% of the relevant companies had existing gross-ups and 15% added new gross-ups in connection with M&A transactions.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

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.). For example, if you have an M.D.

Investment Banking 64

Investment Banking Equities Bank Banking 64

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. In this case, the chocolate industry, dental, and home healthcare were among the top-ranking industries. Sponsor: For all your accounting needs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

InvestmentBank.com

MAY 26, 2021

Meanwhile, the healthcare industry dominated Q2 2020 M&A (which is understandable given the state of the world) with 30% of deal volume — more than double the concentration in 2019 — while most others remained within a few percentage points of their five-year average [10].

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

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

Cooley M&A

JANUARY 20, 2022

Midsize pharmaceutical buyers pursuing opportunistic acquisition strategies, with robust capital markets and high valuations having limited the pool of attractive assets available in recent years. In June, GlaxoSmithKline announced its plans to spin off its consumer healthcare business to focus on its pharmaceutical and vaccine businesses.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Lake Country Advisors

FEBRUARY 14, 2025

This expertise ensures that industry-specific nuances are accounted for, which can significantly impact the sale outcome. Niche industries such as manufacturing, healthcare, and construction have unique challenges. A construction broker must account for active contracts and ongoing projects, ensuring business continuity post-sale.

Broker 52

Broker Business Valuation Healthcare 52

Mergers and Inquisitions

MARCH 5, 2025

While plenty of bankers and equity research professionals from healthcare teams enter biotech hedge funds, people with advanced degrees (M.D., In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. also find their way into the industry.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Growth Business

DECEMBER 1, 2023

For example, one of the ubiquitous accounting software providers, such as a Xero or a Sage, could offer loans when they notice you’ve got a cashflow problem. Climate fintech One area that especially excites Sando is climate fintech, which covers carbon emission accounting, carbon offsetting and ESG compliance.

Banking 75

Banking Bank Finance Finance 75

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Notice how “price” and valuation are not on this list. Q: Why growth equity?

Private Equity 59

Private Equity Equities Capital Valuation 59

Mergers and Inquisitions

MAY 14, 2025

It even includes elements of healthcare , industrials , and oil & gas investment banking. Real Estate: Data center, fiber, and cell tower REITs and potentially some healthcare REITs (e.g., In fact, a better question might be: What is NOT within the scope of infrastructure IB?

Investment Banking 59

Investment Banking Bank Banking Investment 59

iMerge Advisors

APRIL 14, 2025

Valuations are no longer driven by top-line growth alone. The Rule of 40 the sum of revenue growth rate and EBITDA margin has become a key benchmark for SaaS valuation. Are there concentration risks e.g., one customer accounting for 30%+ of ARR? these metrics are often more predictive of valuation than raw ARR growth.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

Lake Country Advisors

JANUARY 13, 2025

M&A advisors provide end-to-end services, ensuring precision in handling all aspects of a transactionfrom valuation to closing. Evaluate the Value of the Business An accurate valuation lays the groundwork for a successful M&A transaction. Below are the critical roles they play.

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Licensing and Permits Sectors like healthcare and construction often require the seamless transfer or renewal of licenses to maintain business operations post-sale. Licensing and Permits : Certain industries, such as healthcare or manufacturing, often require transferring or renewing licenses and permits.

Broker 52

Broker M&A Business Negotiation 52