Accountant, Negotiation and Public Trading

How Private Equity uses ‘Roll-up’ Strategies to Drive Investment Returns

OfficeHours

JULY 18, 2023

For example, whereas 10 independent veterinary clinics might each have their own human resources and accounting functions, a roll-up platform will have centralized functions that can be shared across multiple clinics. To illustrate this point, let us consider the landscaping industry. investment banking, private equity , VC, etc.)

Private Equity

Private Equity Equities Investment Mergers and Acquisitions

M&A Blog #14 – valuation (roles, types, equity & enterprise values)

Francine Way

JULY 10, 2017

There are also structural differences of past acquisitions to take into account. The market conditions The context of the transaction: Privately negotiated sale will have different mechanics than an auction. These equity transactions between related parties are not negotiated purely on economic / financial terms.

Valuation

Valuation M&A Equities Shares

The Role of Due Diligence in Successful M&A Transactions

Sun Acquisitions

JULY 21, 2023

Key Aspects of Due Diligence: Financial Due Diligence: This involves reviewing the target company’s financial statements, tax returns, and accounting practices to assess its financial stability and growth prospects. It enables the acquirer to make informed decisions, negotiate better terms, and potentially avoid costly mistakes.

M&A

M&A Mergers and Acquisitions Negotiation Mergers

Bill Snow: From Sales to Mergers and Acquisitions Expert -E149

How2Exit

OCTOBER 16, 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 Key Takeaways: rn rn Understanding financial statements and being proficient in math and accounting are essential skills for success in mergers and acquisitions.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions Sale

10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

OfficeHours

OCTOBER 23, 2023

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. First, private equity identifies the publicly traded company they believe is undervalued or could perform better as a private entity without the pressures of being a public entity (e.g.

Investors

Investors Private Equity Equities Investment

Why Software Companies Choose Software Equity Group

Software Equity Group

MARCH 18, 2024

The journey can be arduous, from grappling with due diligence, negotiation intricacies, and legal hurdles to managing customer relationships concurrently, driving revenue growth, and fostering innovation. Understanding their preferences and priorities significantly contributes to our ability to negotiate successfully.

Equities

Equities M&A Negotiation Investors

Investment Banking – Meaning, Functions and More

Razorpay

JULY 27, 2023

Investment Banking Services Initial Public Offering (IPO) When a privately-owned business wants to become a publicly traded company, it goes through an IPO , or Initial Public Offering. Investment Banks help businesses with valuations, deal negotiations, and more. How do they do this? Let’s understand with an example.

Investment Banking

Investment Banking Bank Banking Investment

Buy Side M&A Blog Series - Vol 7 - Valuing The Target

RKJ Partners

AUGUST 6, 2017

As a buy-side advisor, in addition to analytical support, the investment banker shields the buyer during the diligence and negotiation processes by working directly with seller to establish a framework and basis for assigning a value to the business. Essentially, comparable company analysis looks at the value of publicly traded companies.

M&A

M&A Valuation Mergers and Acquisitions Discounted Cash Flow

Highlights from Cooley’s M&A Dealmakers Roundtable: SPACs!

Cooley M&A

OCTOBER 29, 2020

Unlike prior iterations of SPAC activity and perhaps unsurprising given the increasing number of SPAC IPOs, the panelists noted that companies considering going public by way of a SPAC are often negotiating with multiple SPAC sponsors in the preliminary phase of a potential transaction. Revisiting Governance Documentation.

M&A

M&A IPO Valuation Mergers and Acquisitions

Keeping Up with Delaware Appraisal Jurisprudence Since Aruba: Deal Price Reigns Supreme, But Will Recent Decision Lead to More Arbitrage?

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

Mergers and Acquisitions Sale Shares Entertainment

Transfer Traps: Considerations for Dual-Class Companies Contemplating M&A Transactions

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. Vote-down termination fee (i.e.,

M&A

M&A IPO Shares Mergers and Acquisitions

Cooley’s 2021 Life Sciences M&A Year in Review

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

M&A Mergers and Acquisitions Pharmaceutical Mergers

Cooley’s 2022 Tech M&A Year in Review

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. Deal volumes dropped from $531.13 billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 trillion. [2]

M&A

M&A Mergers and Acquisitions Private Equity Mergers

Investment Banking Today

How Private Equity uses ‘Roll-up’ Strategies to Drive Investment Returns

M&A Blog #14 – valuation (roles, types, equity & enterprise values)

Trending Sources

The Role of Due Diligence in Successful M&A Transactions

Bill Snow: From Sales to Mergers and Acquisitions Expert -E149

10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

Why Software Companies Choose Software Equity Group

Investment Banking – Meaning, Functions and More

Buy Side M&A Blog Series - Vol 7 - Valuing The Target

Highlights from Cooley’s M&A Dealmakers Roundtable: SPACs!

Keeping Up with Delaware Appraisal Jurisprudence Since Aruba: Deal Price Reigns Supreme, But Will Recent Decision Lead to More Arbitrage?

Transfer Traps: Considerations for Dual-Class Companies Contemplating M&A Transactions

Cooley’s 2021 Life Sciences M&A Year in Review

Cooley’s 2022 Tech M&A Year in Review

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