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. After a certain period of time, usually 5-7 years, the PE firm will look to exit the investment.

Investors 100

Investors Private Equity Equities Debt 100

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. It is crucial for business owners to invest in sales and marketing initiatives to showcase the value and potential of their businesses.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

Wall Street Mojo

JANUARY 17, 2024

However, the results of P&L vary as per the accounting technique employed – cash basis or accrual accounting basis. Two approaches to calculating P&L statements are: cash accounting and accrual accounting are both viable approaches. Table of contents What Is Profit And Loss Statement? Example How To Read?

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

JANUARY 3, 2024

The same is vital for the publicly traded companies as they must present specific information on an ongoing basis to the Securities and Exchange Commission concerning their quarterly performance in form 10-Q. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Financial Modeling 52

Financial Modeling Financial Models Public Trading Financial Statement 52

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

The classification helps investors gauge the performance and growth potential to make future investments. When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. However, other aspects must be considered before making an investment decision.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun.

Capital 52

Capital Advisory Bank Banking 52

Solganick & Co.

APRIL 24, 2024

Solganick is a data-driven investment bank that specializes in IT services and software companies and has advised on multiple M&A transactions within the covered sector verticals. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1%

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]

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

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. In February 2019 Pearson divested its K-12 textbook business for $25 million in cash and a $225 million vendor note. Pearson then became Savvas Learning.

Sale 59

Sale Education Book-building Portfolio 59

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

Software Equity Group

DECEMBER 26, 2022

Part of this is understanding what types of companies will be interested in acquiring or investing in your business and what potential offers will look like from different types of buyers. Strategic buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. It’s called dry powder.

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Cooley M&A

MARCH 1, 2019

Exiting an investment is an inherently uncertain process. Where a partial sale process is primarily driven by the need to obtain further investment rather than to achieve an exit, a dual-track process can also be suitable, but a further set of considerations come into play. Having the necessary infrastructure is also key.

IPO 52

IPO Valuation M&A Business 52

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. The advantage of this method is that it takes into account the development of the company, rather than simply the historical financials. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

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

Software Equity Group

APRIL 4, 2023

Built a Talented Team With investment dollars and significant business goals came the need to build a team to execute the strategy effectively. We strongly emphasized hiring the right people and holding them accountable. We also invested in training tracks, providing mentorship , and access to learning resources.

Sale 52

Sale Book-building Business M&A 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. Competition / Variation.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Cooley M&A

JANUARY 22, 2021

Helpfully, the SBA issued a procedural notice in October 2020 outlining what constitutes a “change of ownership,” allowing deal parties to structure a transaction to eliminate the need for SBA consent by submitting a loan forgiveness application and placing the loan proceeds into an escrow account established by the PPP lender in advance of closing.

M&A 40

M&A IPO Mergers and Acquisitions Business 40

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 165

Public Trading Accountant Trading Equities 165

Cooley M&A

JANUARY 20, 2022

A survey conducted at the beginning of 2021 found that 61% of surveyed life sciences executives believed they had overperformed on digital transformation during the pandemic relative to their competitors and 67% expected to increase that investment. [2] billion in a bid to acquire cutting edge research capabilities. time highs in 2021.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Cooley M&A

JANUARY 25, 2023

2] Despite the downtrend, global tech M&A activity in 2022 remained strong relative to pre-pandemic levels and accounted for a record 20% of all global M&A activity. Further, these investments may be a toehold for future take-private transactions. Deal volumes dropped from $531.13 trillion. [2]

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment 59

Investment Portfolio S&P Trading 59