Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank 123

Bank Banking Funds Government 123

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

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. Legal Due Diligence: Legal, due diligence identifies any legal risks or issues arising from the transaction.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. Factors like valuation, IRRs, and payback periods come into play.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Peak Frameworks

MAY 8, 2024

Salvage value is an important concept in accounting and forecasting a company's financials. Importance of Salvage Value Salvage value is not just a residual figure in accounting; it plays a pivotal role in various aspects of financial management and decision-making. Tax laws , particularly in the U.S.

Finance 52

Finance Finance Book-building Accountant 52

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank 98

Bank Banking Government Investment Banking 98

Viking Mergers & Acquisitions

APRIL 17, 2023

A wise first step in planning is to have a no-cost, no-obligation business valuation performed by a Viking business advisor to understand the fair market value their business would fetch on the open market. Using that, along with feedback from their accountant, they can estimate the net results from a future sale.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The banks try to spread the risk and exposure to interest rate by making the dealers sell the swaps to many parties. Without swap, this would nit have been possible.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Wall Street Mojo

FEBRUARY 9, 2024

While offsetting a static portfolio, traders or portfolio managers need not rebalance or reset the portfolio to accommodate the changes registered due to market volatility. In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Solganick & Co.

NOVEMBER 15, 2023

Adjusted EBITDA offers a more comprehensive view of the target company’s earnings capacity, incorporating adjustments that reflect its sustainable earnings and accounting for exceptional items that could impact its long-term financial performance.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Software Equity Group

AUGUST 20, 2024

(dba Fusion), a company in the Asset & Facilities Management and Manufacturing vertical which provides cloud-native-based industrial data analytics SaaS in the U.S. The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards.

Investment 52

Investment Management Acquisitions Business 52

Mergers and Inquisitions

MARCH 8, 2023

The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock. But the bottom line is that if you want to make a dramatic change after gaining experience in commodity trading, you’ll probably need an MBA.

Funds 119

Funds Finance Finance Trading 119

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant.

Business 52

Business Sale Broker IT 52

Devensoft

JUNE 13, 2023

Legal advisors can also help draft and negotiate legal documents, such as asset purchase agreements and non-disclosure agreements, while financial advisors can provide insights on valuation and deal financing. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. New rules have impacted almost every financial firm, ranging from banks to asset managers.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Lake Country Advisors

MAY 7, 2025

Essential Documentation Organizing your documents clearly and methodically can speed up the audit process and reassure potential buyers that your business is professionally managed. Some owners consult business valuation services at this point, ensuring that the data aligns with an accurate market price.

Business 75

Business Financial Statement Negotiation Broker 75

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64