How2Exit

AUGUST 12, 2024

Financial Preparedness: The episode highlights the critical need for comprehensive financial planning, especially when leveraging debt for acquisitions. Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Leasing Services Merchant banks provide leasing services to companies in the form of capital goods, vehicles and office equipment.

Bank 52

Bank Banking Business Underwriting 52

Periculum Capital

JUNE 30, 2021

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” “Company”) two grain terminal elevators to ADM (NYSE: ADM). The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Profitability: What is the targeted return on invested capital (ROIC), return on assets (ROA), or return on equity (ROE) - along with the payback period.

M&A 130

M&A Acquisitions Consulting Capital 130

The TRADE

JANUARY 16, 2024

Specialist financial services investor, Atlas Merchant Capital, is backing the merger, providing enough liquidity to support Panmure Liberum’s long-term strategic ambitions. The new combined entity will have offices in Cambridge, Guernsey, Leeds, London, and New York.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

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? What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Intrepid Banker Insights

MAY 29, 2024

Hewetson to launch its Restaurant & Franchise Concepts M&A and capital advisory practice. The Intrepid | MUFG platform offers a rare opportunity to provide wholistic client solutions in transaction advisory and debt capital.” “The Hewetson Intrepid Investment Bankers announced it hired J.B.

Advisory 52

Advisory Middle Market M&A Financial Institution 52

Periculum Capital

JULY 15, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” or “Company”) Feed and Bagging Operations located in Lake City, Florida (“Lake City”) to Furst-McNess Company. Periculum was pleased to once again be of service to the Company.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

The Deal

JANUARY 31, 2024

On the latest episode of The Deal’s Behind the Buyouts podcast, Macquarie Capital global head of financial sponsors Tom Amster details his expectations for private equity dealmaking in the coming months following a muted 2023. “Private equity as a business, they’re not stores of capital, they recycle capital,” he said.

Private Equity 59

Private Equity Capital Valuation Equities 59

Lake Country Advisors

OCTOBER 31, 2024

General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations. General partners handle day-to-day operations and carry the entire liability, while limited partners only contribute capital and have limited liability.

Business 52

Business Profitability Debt Shares 52

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. Growth debt, also called venture debt, most often comes as a principal loan accompanied by an interest payment.

Finance 52

Finance Finance Debt Equities 52

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Intrepid Banker Insights

MARCH 28, 2023

Signals to Watch Given Fed Chairman Powell’s latest remarks on potentially higher and faster rate hikes, it is critical for owners to take a hard look at their debt structures. Both customers and vendors may face similar issues your company is observing, including the rising cost of debt, wage inflation, supply chain imbalances and more.

Capital 52

Capital Advisory Bank Banking 52

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

OfficeHours

JULY 18, 2023

If the larger roll-up acquirer has the ability to finance these acquisitions with incremental debt capacity, the equity value uplift may be even greater (although the reasons for this are beyond the scope of this article). This begs an important question: why do roll-ups receive a higher value than smaller acquisition targets?

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

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. Insurance brokerages operate on a much more advanced capital structure than they used to, meaning not all equity is the same.

M&A 52

M&A Insurance Debt Equities 52

The TRADE

FEBRUARY 5, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt, before subsequently being named managing director in 2002 and partner in 2006. Booij is also currently chair of the European Advisory Board and member of the Global Board at FIA, as well as having previously served as chair of the Eurex exchange council.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Successful Acquisitions

SEPTEMBER 11, 2023

Cost of Capital: The cost of capital, a critical factor, combines the cost of equity and debt weighted by the firm’s capitalization. Models like the Capital Asset Pricing Model (CAPM) help calculate it, factoring in risk-free rates, market premiums, beta, and more. Visit [link] to view past episodes.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Concern over growing industry competition or desire to capitalize on a fleeting, high demand for their business may provoke a swift sale. Financial Need. Urgent financial requirements (e.g.,

Insurance 52

Insurance Advisory M&A Investment Banking 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 52

The TRADE

OCTOBER 13, 2023

Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions. The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE.

Bank 59

Bank Banking Acquisitions Investment Banking 59

Sica Fletcher

JULY 31, 2024

In addition to the high cost of debt interfering with their bottom line, they also have to contend with a buyer pool that’s larger than ever before , with 50+ buyers in the current pool where there used to be ~5. Sellers are remaining patient and working with M&A advisosr to identify areas of opportunity.

M&A 52

M&A Insurance Debt Equities 52

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Chesapeake Corporate Advisors

OCTOBER 22, 2024

For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing. With manageable working capital requirements, the PE investor can grow the business without maintaining an asset-heavy balance sheet or funding constant upgrades.

Private Equity 52

Private Equity Government Investors Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As of May 2024, the influx of over $1.3 Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

Wall Street Mojo

JANUARY 4, 2024

They may also be required to calculate the Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC). It includes the acquisition date, purchase price, parties involved, capital structure , capital expenditure, and expenses , among other relevant data points. After this, deduct applicable expenses.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Private equity firms provide both capital and industry expertise to drive organic growth for their platform companies, leveraging cost efficiencies and bridging gaps that limit access to trade secrets and talent. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Perhaps you were eager to expand into new geographic markets, or you wanted to expand your product or service offerings, but the business lacked the capital to execute those strategies. Now, you envision the buyer infusing the capital to see your plans through fruition.

Business 52

Business Equities Debt Corporation 52

The TRADE

JULY 7, 2023

For hedge funds, access to capital and the ability to shift directions with agility — to create, employ, and scale new strategies — is critical. The investment banking business will further establish Clear Street in the capital markets space and is another area where we’re excited to add value as a trusted partner.

Capital Market 52

Capital Market Risk Management Investment Banking Capital 52

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. It's also why banks are so eager to have deposits; they're the cheapest form of capital for them. Provisioning for Bad Debts: Banks use sophisticated models to predict the amount of loan defaults they might experience in a given period.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Sica Fletcher

SEPTEMBER 25, 2019

The predictability of the cash flows enables the acquiring entity to use debt in the capital structure, which dramatically increases the returns. In our last blog , we cited two examples of companies of various sizes that have raised private equity capital. billion today.

Private Equity 52

Private Equity Equities Insurance Capital 52

Mergers and Inquisitions

OCTOBER 16, 2024

private equity or venture capital ). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms. Corporate Banking : You like client relationships and deal processes but want to do more than just debt-related deals.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Highlight your involvement in structuring and executing successful fundraising strategies, such as equity offerings, debt issuances, or private placements.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

MAY 2, 2023

A $50 million transaction might include $42 million cash at close (guaranteed), a $5 million seller’s note (where the seller agrees to accept a portion of the purchase price as a series of debt payments), and $3 million in earnouts (which are only paid if the company achieves certain financial metrics over time).

Business 52

Business Investment Banking Corporation Advisory 52

Tyton Partners

FEBRUARY 8, 2024

Key findings of Investing in Tomorrow include: Personal finance education has a transformative impact throughout a student’s lifetime, positively influencing a wide variety of outcomes, including credit scores, debt management, and retirement savings.

Education 52

Education Investment Finance Finance 52

Sica Fletcher

JUNE 20, 2024

This is even more interesting when we view the rate of return for these insurance agencies, which has actually dropped below the cost of acquiring debt for a transaction, creating a negative spread for the first time in M&A history. Institutional Capital Dynamics. Capital Structures Compared: Classical vs.

M&A 52

M&A Insurance Valuation Equities 52

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. Beyond the underlying calculations and assumptions, valuation negotiations often revolve heavily around the definitions of indebtedness and net working capital.

Negotiation 52

Negotiation Business M&A Valuation 52