Francine Way

JUNE 22, 2020

Any parts that don’t fit that should be sold off after acquisition I typically discussed the target’s financials next. A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. Any debt drawdown and paydown schedule.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Focus Investment Banking

MARCH 10, 2025

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Here’s my advice on why you should seriously consider the above: dont just accept a default attitude toward an exit as ‘it is what it is.’

Investment 52

Investment Book-building Sale Business 52

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

The Deal

JUNE 22, 2023

Reed and Michael P. Chief legal officer Joshua S. billion of debt issued before the deal’s closing, which the parties hope will occur in six to nine months. Keeley of longtime counsel Kirkland & Ellis LLP for counsel on the deal. Evercore Inc., HSBC Securities (USA) Inc., Jefferies LLC and Piper Sandler Cos. stake in Nasdaq.

Private Equity 98

Private Equity S&P Equities Finance 98

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% s $102 million offering highlighting the week, returning over 40% on its first day of trading. in the week. Average daily U.S.

Mergers 40

Mergers Underwriting Acquisitions M&A 40

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. It’s a balance where numbers meet intuition, and neither aspect should be ignored.

Valuation 64

Valuation Business Mergers and Acquisitions Discounted Cash Flow 64

Sica Fletcher

AUGUST 18, 2020

In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions. They have enormous amounts of dry powder that they must deploy and continue to have access to very inexpensive debt. The number of transactions we are working on has not abated.

M&A 52

M&A Insurance S&P Broker 52

Focus Investment Banking

JANUARY 18, 2024

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. About the only new entrant to the public markets has been KLDiscovery, a provider of e-discovery, information governance and data recovery services, which went public via a special purpose acquisition company (SPAC) transaction in 2020.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Sica Fletcher

JULY 11, 2024

While the cost of debt has increased to the point that buyers often acquire brokerages at an initial loss, insurance brokerage M&A multiples have not only held steady but are actually seeing all-time highs. Equity used to consist of senior debt (i.e., This means brokerages are generating more revenue now than ever before.

M&A 52

M&A Insurance Debt Equities 52

The Harvard Law School Forum

JUNE 27, 2023

government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 3] [4] The U.S. 3] [4] The U.S.

Financial Institution 83

Financial Institution Bank Banking Consulting 83

Mergers and Inquisitions

JULY 31, 2024

Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. In the early days of institutional private equity, many industrial companies were perceived to be stable, cash-flow-generation machines with significant hard assets that could be used as collateral for debt. billion with Debt of $2.1

Private Equity 66

Private Equity Equities Middle Market Debt 66

Street of Walls

AUGUST 27, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined after six consecutive weeks of gains The S&P 500 declined by 0.5% In 3Q12, the S&P 500 has risen by 3.6% Corporate debt underwriting volumes of $33.5 billion, Hertz’s acquisition of Dollar Thrifty for $2.3 in the week.

M&A 40

M&A Investment Banking Investment Bank 40

The Harvard Law School Forum

JUNE 27, 2023

government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 3] [4] The U.S. 3] [4] The U.S.

Financial Institution 52

Financial Institution Bank Banking Consulting 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. EBITDA multiple , matching its own.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. It used to be the case that equity structures consisted of senior debt (i.e., the total value of ownership held by common stockholders).

M&A 52

M&A Insurance Valuation Equities 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

DECEMBER 4, 2024

Sports Investment Banking Definition: In sports IB, bankers advise on equity and debt issuances, mergers, acquisitions, and restructuring deals for sports teams and leagues, sports-adjacent technology and services firms, and facilities such as arenas, stadiums, and racetracks. Can teams carry debt?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. When the fans are passionate, there are infinite ways to milk the brand’s value.

Private Equity 103

Private Equity Equities Funds Entertainment 103

How2Exit

MARCH 12, 2023

Buyers and acquisitions and mergers professionals should also be aware of the legal documents that the seller has in place. This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

How2Exit

APRIL 28, 2025

E278: Buyer Beware: Jed Morris Exposes the Hard Truths Behind Business Acquisitions - Watch Here About the Guest: Jed Morris Jed Morris is the Managing Partner of Sunset Coast Partners, an independent sponsor firm focused on acquiring defense contractors. In distress, culture collapses faster than cash flow.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Sica Fletcher

FEBRUARY 9, 2021

S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019. And as of today, the most active acquirers continue to be highly interested in acquisitions. trillion over the next decade.

Capital 52

Capital IT Economics Insurance 52

Focus Investment Banking

MARCH 27, 2025

Selling a Repair Shop for Maximum Profit With Giorgio Andonian The tire and auto repair industry is experiencing a wave of consolidation as shop owners consider mergers, acquisitions, and succession planning. S Corp as an asset sale. What we have is a network and a partners who help us find a combination of debt and equity.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52