OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

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Private Equity Equities Investment Banking Finance 130

MergersCorp M&A International

AUGUST 9, 2024

The world of finance is often daunting, especially for those unfamiliar with the intricacies of investment vehicles like hedge funds and private equity. While both hedge funds and private equity are alternatives to traditional investments, they serve different purposes, employ various strategies, and cater to distinct investor profiles.

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OfficeHours

OCTOBER 23, 2023

Written by a top OfficeHours Coach; Original article published on 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.

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Investors Private Equity Equities Investment 130

TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. It’s likely not the exit Uplift was hoping for — and a sign of serious consolidation in the BNPL space, which just a few years ago was booming, buoyed by pandemic-era spending habits.

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Finance Finance IPO Debt 243

Successful Acquisitions

JUNE 27, 2023

Will Cava Going Public Set the Table for Other IPOs? By David Braun, Founder and CEO, Capstone Strategic When Washington DC based restaurant chain Cava became a publicly traded company recently, it bucked a trend that has lasted nearly two years, a notable absence of American IPOs.

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IPO Initial Public Offering Public Trading Private Equity 111

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. In the lead-up to a merger or acquisition, SEG becomes a trusted partner, assisting clients in bridging knowledge gaps and fortifying aspects of their businesses that may hinder growth.

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Equities M&A Negotiation Investors 52

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. Another key reason is the potential ability to achieve higher returns than public investors.

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Investors Private Equity Equities Debt 100

The Harvard Law School Forum

APRIL 25, 2023

Scrivano, Davis Polk & Wardell LLP, on Tuesday, April 25, 2023 Editor's Note: George Bason is partner and Chair of the Mergers and Acquisitions practice, and Andrew Ditchfield and Paul S. The recent Mindbody decision provides a useful refresher on the pitfalls to avoid when selling or buying a Delaware publicly traded company.

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Sale Mergers and Acquisitions S&P Private Equity 96

Global Newswire by Notified: M&A

MARCH 13, 2025

-based private company and a wholly owned subsidiary of the Company (Fort Products), with Impact Acquisitions Corp. Evans & Evans), which indicates that in the opinion of Evans & Evans, the fair market value of the equity interests of Fort Products as of January 31, 2025, is between CAD 16.8 million (approximately US$11.6

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Valuation Mergers Public Trading Mergers and Acquisitions 40

How2Exit

OCTOBER 2, 2023

rn Visit [link] rn _ rn About The Guest(s): Damon Pistulka is the founder of Exit Your Way and has extensive experience in mergers and acquisitions, selling businesses, and helping founders build their business legacies. They also discuss the benefits of strategic buyers and the potential for cross-selling and customer acquisition.

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Mergers and Acquisitions Business M&A Mergers 130

Focus Investment Banking

FEBRUARY 25, 2024

The benefits of going public are significant. First, there’s the ability to raise substantial capital by issuing shares to the public in an initial public offering (IPO), as well as secondary offerings. Lastly, going public is a liquidity event for the founders and early investors, allowing them to cash in on their success.

Private Equity 52

Private Equity IPO Equities Public Trading 52

Lake Country Advisors

AUGUST 8, 2024

Market Capitalization Market capitalization is one of the simplest and most commonly used methods for valuing a publicly traded company. This metric provides a quick snapshot of a company’s total equity value as perceived by the stock market. First, identify a group of similar publicly traded technology companies.

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Valuation Discounted Cash Flow S&P DCF Analysis 97

Focus Investment Banking

JANUARY 10, 2025

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. Some other benefits of scale are increased acquisition interest when the time does come to exit.

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Private Equity Mergers and Acquisitions M&A Equities 52

Focus Investment Banking

JANUARY 18, 2024

There are only a few publicly traded companies in specialty consulting. But those companies have been public for more than 20 years. While the company generated over $260 million in revenues through the first three quarters of 2023, its stock price is trading under a dollar a share, as the company is burdened with substantial debt.

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IPO Consulting Corporate Finance Professional Services 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] because SPAC sponsor shares are forfeited and not entitled to receive any distributions upon liquidation).

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M&A Capital Market Stock Mergers and Acquisitions 52

Benchmark International

JUNE 4, 2024

ALJJ is a publicly traded holding company and the parent of two industry-leading businesses, Realtime Digital Innovations and Faneuil. Benchmark International identified ALJJ as the potential acquirer through our marketing outreach to publicly traded companies in the commercial printing or coating industries.

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Public Trading Sale Equities M&A 40

Solganick & Co.

APRIL 24, 2024

Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s. of all transactions through YTD.

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Mergers Mergers and Acquisitions M&A Consulting 52

Software Equity Group

MARCH 13, 2023

While some public strategics backed off, they were more than made up for by private equity companies with plenty of dry powder and a healthy competitive environment. speaks to a healthy environment, with multiples shored up by private equity buyers on the hunt for high-quality assets. was only a slight decline from 2020’s 5.7x

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M&A Private Equity Equities S&P 52

Focus Investment Banking

JANUARY 17, 2025

After college and a foray into investment banking, Strandberg joined the family business, and remained with it after it was acquired by a private equity group. About three years ago, he joined FOCUS Investment Banking , where he works on mergers and acquisitions and raising capital within the collision repair industry. EBITDA margin.

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Private Equity Equities Mergers and Acquisitions Business 52

Focus Investment Banking

JUNE 13, 2023

On April 23 a group led by private equity firm TPG agreed to acquire OneOncology, the nation’s largest independent community oncology network, in a deal valued at $2.1 While the biggest recent deal, OneOncology is hardly the first oncology platform to be sold to a private equity group. Alliance Health Services. US Oncology Network.

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Hospitality Private Equity Mergers and Acquisitions Medical 52

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Do you understand the different categories of buyers, including private equity investors, and how they differ from one another?

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M&A Mergers and Acquisitions Private Equity Acquisitions 52

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

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IPO Valuation M&A Business 52

Solganick & Co.

SEPTEMBER 29, 2024

He brings a proven track record of successfully closed transactions as a seasoned banker, as well as numerous years of equity research experience covering publicly traded cybersecurity companies. Michael is based in Los Angeles, CA. “We Please contact Michael Kim to inquire about an M&A opportunity at mkim@solganick.com.

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Investment Banking M&A Mergers and Acquisitions Capital Market 40

Wall Street Mojo

FEBRUARY 9, 2024

When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. In addition, many potential buyers seek the LLM for acquisition targets as it reduces competition and allows them to expand in the market with cost reduction and utilization of resources.

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Middle Market Bulge Bracket Private Equity Investment Banking 52

Tyton Partners

MARCH 28, 2024

New customer acquisition has gotten more difficult; this year could present similar challenges, particularly for those who have not conducted the right “training” in preparation. In this environment, instructional materials providers will inevitably continue to develop their new customer acquisition capabilities.

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Sale Education Book-building Portfolio 59

Cooley M&A

SEPTEMBER 16, 2022

Voting agreements in public M&A transactions. The sale of a publicly traded company in the US will generally require the approval of the holders of a majority of the voting power of the company’s outstanding shares as a precondition to the sale’s completion. [5] Stockholder litigation. As always, ambiguity begets litigation.

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M&A IPO Shares Mergers and Acquisitions 59

Software Equity Group

FEBRUARY 12, 2024

But are they the same KPIs prospective buyers look at as they evaluate acquisition targets? Other KPIs buyers will likely ask about include monthly and annual recurring revenue, churn rate, and customer acquisition costs. Roll-up acquisition : when one organization acquires multiple companies in a short time.

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M&A Mergers and Acquisitions Business Management 52

Software Equity Group

JANUARY 29, 2024

You may think pitching your business to potential customers on a regular basis provides the experience needed to win over strategic buyers and private equity investors in an M&A process. Continue reading to learn how to think like software investors or buyers and determine what criteria they are looking for in acquisition targets.

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Investors M&A Private Equity Equities 52

Software Equity Group

MAY 7, 2024

Our most recent data, however, suggests that prospective buyers and investors place particular importance on two key factors when valuing acquisition targets: profitable growth and revenue retention. borrowing money) less expensive, and thus, companies are likely to be more aggressive in their acquisition strategies.

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M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

Our most recent data, however, suggests that prospective buyers and investors place particular importance on two key factors when valuing acquisition targets: profitable growth and revenue retention. borrowing money) less expensive, and thus, companies are likely to be more aggressive in their acquisition strategies.

M&A 52

M&A Valuation Economics 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. For the purposes of this article, we will focus on valuation from the perspective of a merger and acquisition transaction, and specifically from the viewpoint of a buyer evaluating a business for sale.

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M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Software Equity Group

FEBRUARY 28, 2023

Stock prices and valuations of many leading public SaaS companies have fallen drastically from the beginning of 2022—but while that will affect the private market, it does not necessarily spell doom and gloom. This post will examine the current state of public SaaS company valuations and what it means for private companies.

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Software Equity Group

JANUARY 31, 2023

The merger and acquisition (M&A) process is complex, with multiple stakeholders, stages, and layers. Most private equity firms and strategic buyers can’t simply buy or invest in whatever company they want. Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies.

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M&A Private Equity Mergers and Acquisitions Investment 52

Software Equity Group

APRIL 4, 2023

After hitting $12M in ARR, our founders decided to consider equity recapitalization to drive next-level growth. Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments.

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Sale Book-building Business M&A 52

Cooley M&A

JANUARY 25, 2023

But it wasn’t all carve outs and concerned investors – even with the headwinds in the industry and beyond, there were still several traditional public M&A deals involving biotechnology or medical device companies, as large pharmaceutical companies continued to have cash to deploy for acquisitions.

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M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Software Equity Group

OCTOBER 22, 2024

While rapid customer acquisition can boost top-line numbers, new customer acquisition can be costly and unpredictable and possibly mask underlying retention issues. The Index is updated quarterly to reflect changes in business models, acquisitions, IPOs, and financial data availability.

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Valuation Investors IT Management 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. Indemnification.

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M&A IPO Valuation Mergers and Acquisitions 52