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. This was one of the largest debt restructuring deals in India and helped Piramal Enterprises to become a major player in the Indian financial services sector.

Bank 52

Bank Banking Business Underwriting 52

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. The combination of J.B.’s

Advisory 52

Advisory Middle Market M&A Financial Institution 52

Periculum Capital

JUNE 30, 2021

Periculum has been CSE’s exclusive Financial Advisor for several years, completing multiple debt placements, a minority equity sale, and other periodic assignments. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum was pleased to once again be of service to the Company.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

iMerge Advisors

APRIL 9, 2025

Some common missteps include: Ignoring customer concentration or churn issues Overlooking deferred revenue or technical debt Assuming all revenue is equally valuable (e.g., appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 40

Valuation M&A Private Equity Sale 40

Chesapeake Corporate Advisors

JUNE 26, 2024

CCA had a long-standing relationship with the buyer, including advising on the debt refinancing of their family-owned business. The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Software Equity Group

JUNE 14, 2023

First, it’s important to understand that most M&A transactions are completed on a cash-free, debt-free (CFDF) basis. This means the seller keeps all cash remaining on their balance sheet at closing time and must pay off all long-term or interest-bearing debt. These accounting intricacies, as it turns out, are open to negotiation.

M&A 93

M&A Capital Negotiation Accountant 93

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 Models Financial Modeling Finance 59

Periculum Capital

JULY 15, 2022

Periculum has been CSE’s exclusive Financial Advisor for several years, completing multiple debt placements, a minority equity sale, and other periodic assignments. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum was pleased to once again be of service to the Company.

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. For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start.

M&A 130

M&A Acquisitions Consulting Capital 130

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

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

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., the amount all common shareholders invest in the brokerage).

M&A 52

M&A Insurance 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

iMerge Advisors

APRIL 13, 2025

Buyers will assess scalability, defensibility, and technical debt. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Be prepared to address how your platform is built, maintained, and differentiated.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

PCE

MAY 17, 2023

Wednesday, May 17, 2023 Given today’s economic uncertainty—and all the focus on rising interest rates, bank failures, and market conditions—business owners and financial executives may find that debt markets are top of mind.

Capital Market 52

Capital Market Capital Debt Capital Markets Debt 52

The TRADE

JANUARY 16, 2024

Le Prevost highlighted that the merger will pave the way for both firms to capitalise on opportunities and take their business to the next level. “[…] Combining the financial strength of Atlas Merchant Capital with our culture of employee ownership is a highly compelling proposition.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

Chesapeake Corporate Advisors

JUNE 26, 2024

CCA had a long-standing relationship with the buyer, including advising on the debt refinancing of their family-owned business. The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

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

The Deal

JANUARY 31, 2024

” Macquarie Capital provides M&A advisory services, equity and debt investments and project finance, among other services. The firm typically advises and invests in companies in the technology, healthcare, business services and infrastructure markets.

Private Equity 59

Private Equity Capital Valuation Equities 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. Look at industry publications and data centers to identify which advisory firms have the best reputations.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms For the vast majority of insurance agency sellers, you will likely work with an M&A advisory firm.

Insurance 52

Insurance Advisory M&A Investment Banking 52

PCE

APRIL 15, 2024

This guide explores the critical aspects of financial management post-ESOP transactions, including debt repayment, tax considerations, cash flow management, and repurchase obligations.

Finance 52

Finance Finance Debt Management 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Use of Leverage Private equity firms often use debt to finance acquisitions to maximize the returns they receive on their investments. It is important to evaluate whether your business can continue to steadily grow while taking on the proposed amount of debt that a private equity firm will use to finance a transaction.

Private Equity 52

Private Equity Funds Equities Debt 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

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

OCTOBER 30, 2024

Treasury: Focus on cash flow rather than Net Income and the Income Statement ; forecast the company’s cash flow needs and set up the equity or debt required to get the necessary cash in place; invest the company’s short-term cash to earn something on it and handle foreign exchange (FX) rate and other types of hedging.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Manageable Debt. Are looking for a career change.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

The amount of debt used to finance the transaction is another consideration. Since debt introduces financial risk, too much leverage can be problematic following a transaction for two reasons: Most business owners want the company to remain in good financial health.

Business 52

Business Equities Debt Corporation 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

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

Wall Street Mojo

JANUARY 4, 2024

Determine the mix of debt and equity required to finance the deal. Also, ascertain the transaction fees, such as legal and advisory costs, since they impact cash flows. For instance, interest expense is applicable when funding sources include debt. The debt was $200 million, and the cash was $120 million.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Chesapeake Corporate Advisors

MAY 24, 2024

Additionally, at the exit of the investment period, the value of retained ownership increases with debt repayments and equity appreciation resulting from both organic and inorganic growth, making liquidity generated at exit typically more meaningful than the initial sale – an event often referred to as “the second bite of the apple.”

Middle Market 52

Middle Market Private Equity Equities Investment 52

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. Stable Contract Base and Long-Term Cash Profile The nature of your government contracts will influence how appealing a PE investor finds your business.

Private Equity 52

Private Equity Government Investors Equities 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

Software Equity Group

JUNE 27, 2023

As an advisory firm specializing in software M&A, we at Software Equity Group have seen this deal structure become more attractive for many sellers as they look for additional upside and hear stories of their peers who benefited from a similar strategy. You would make $95M after paying off the company’s debt and transaction expenses.

Equities 52

Equities IT Private Equity M&A 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. Learn more at www.tytonpartners.com.

Education 52

Education Investment Finance Finance 52