Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun. During any recession, cash is king and provides staying power for a business to ride out the storm.

Capital 52

Capital Advisory Bank Banking 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

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

Tyton Partners

FEBRUARY 8, 2024

The report illustrates that guaranteeing personal finance education in high school can positively impact each state’s economic development and shape the financial landscape of future generations. Learn more at www.tytonpartners.com.

Education 52

Education Investment Finance Finance 52

Peak Frameworks

OCTOBER 30, 2023

Morgan, which offer services in underwriting and M&A advisory. Investment Banking Activities Investment banks have a dual role; they provide advisory services to corporations and governments and raise capital by issuing and selling securities in the capital markets. Investment Banks: Institutions like Goldman Sachs and J.P.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

iMerge Advisors

APRIL 8, 2025

litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Valuation Private Equity Negotiation 40

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. It used to be the case that equity structures consisted of senior debt (i.e., in 2020 to 9.5%

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MARCH 8, 2024

While deal volumes and multiples for larger insurance agencies have certainly taken a hit in the economic decline since H2 2022, the overall M&A outlook remains much stronger. Where we have seen changes in the insurance M&A market over the last two years, however, is that the acquirer universe has become markedly more complicated.

Insurance 52

Insurance M&A S&P Valuation 52

How2Exit

AUGUST 8, 2023

The funds generated from the sale can be used to finance the M&A transaction, invest in growth opportunities, or pay down debt. rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

M&A Leadership Council

JUNE 18, 2024

Utilize PEST analysis to assess political, economic, social, and technological factors. Key Components of an M&A Risk Assessment 1. Develop risk matrices to evaluate and prioritize risks based on likelihood and impact. Engage stakeholders in brainstorming sessions to uncover hidden risks.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Devensoft

AUGUST 22, 2023

As opposed to merely focusing on the market capitalization, which only accounts for the company’s equity value, the Enterprise Value Calculator considers the company’s debt, cash, and other financial liabilities. This holistic approach to valuation provides a more accurate representation of a company’s overall worth.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

M&A Leadership Council

JUNE 18, 2024

Utilize PEST analysis to assess political, economic, social, and technological factors. Key Components of an M&A Risk Assessment 1. Develop risk matrices to evaluate and prioritize risks based on likelihood and impact. Engage stakeholders in brainstorming sessions to uncover hidden risks.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The transcript highlights the need for the financials to tell the true story of the transferable economics of the business.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Cooley M&A

JANUARY 25, 2023

Lastly, many public life sciences companies that had their market capitalizations fall in 2022 also found it more difficult or more expensive to secure debt financing as compared to a year or two ago, and many private life sciences companies saw that venture capital debt carried with it more dilutive terms in 2022.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. Nonetheless, the economic and political uncertainty associated with the Brexit process has made investing in the UK relatively more challenging.

Private Equity 59

Private Equity Equities Investment Business 59

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. Therefore, expect more debt deals for stadiums and arenas and more M&A deals , spin-offs, divestitures , minority stake purchases , and JV deals for teams and leagues. Can teams carry debt?

Investment Banking 105

Investment Banking Bank Banking Investment 105

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. For example, a buyer may not assume a debt or take over a piece of real estate. All parties are paid at the same time – attorneys, brokers, any outstanding debt that is getting settled or any partner stock or share.

Business 52

Business Sale Broker IT 52

How2Exit

JULY 13, 2023

In the current uncertain economic climate, buyers are looking for sure deals that are less impacted by the economy. In the current uncertain economic climate, buyers are more risk-averse and are looking for sure deals with steady growth and well-managed operations.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Focus Investment Banking

FEBRUARY 20, 2025

This monetary easing aims to stimulate economic activity and reduce the cost of capital, making financing for M&A transactions more accessible and attractive. They are categorized into strategic, private equity, technology, and logistics backed transactions.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98

Focus Investment Banking

FEBRUARY 5, 2025

While FOCUS signed up more engagements in 2024 than ever before, there is still plenty of economic uncertainty that could play into the year ahead. Its likely buyers will wait to see what priorities unfold in the first few months and what the economic landscape will be before engaging in a lot of M&A activity.

M&A 52

M&A Investment Banking Economics Debt 52

Focus Investment Banking

FEBRUARY 25, 2025

This monetary easing aims to stimulate economic activity and reduce the cost of capital, making financing for M&A transactions more accessible and attractive. They are categorized into strategic, private equity, technology, and logistics backed transactions.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Investment Banking 52