Successful Acquisitions

AUGUST 30, 2023

Article | If you want Gen Z members tomorrow, start reaching out to them today Born between the years 1997 and 2012, the demographic given the moniker “Gen Z” now comprises more than one-quarter of the world’s population. Gen Z members are true digital natives, adept at sailing oceans of data.

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How2Exit

MARCH 11, 2024

Anthony is the founder of Global Investment Capital Group and has successfully raised capital for his debt fund, which focuses on acquiring and operating group homes and assisted living facilities. rn Another funding option is to establish a debt fund. rn rn Notable Quotes: rn rn "You pay someone in life to go further.

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How2Exit

NOVEMBER 25, 2024

Many acquisitions are funded through a blend of debt financing, seller financing, and equity rollovers. However, Ronald Skelton and Matt Duckworth tackled this barrier by discussing innovative financing solutions that make roll-ups feasible for many businesses.

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OfficeHours

OCTOBER 20, 2023

In this article, we will discuss a few of the reasons why private equity investors care about monitoring inflation and what effect changes in inflation can have on investment performance. Inflation can also have an impact on the cost of debt required to finance an investment. Currently, inflation in the U.S.

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How2Exit

AUGUST 12, 2024

Financial Preparedness: The episode highlights the critical need for comprehensive financial planning, especially when leveraging debt for acquisitions. Sound Financial Management: Balancing Debt and Growth An essential theme from the conversation revolves around the principles of robust financial management.

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Business Acquisitions Mergers and Acquisitions Debt 130

OfficeHours

OCTOBER 16, 2023

In this article, we will discuss a few of the reasons why private equity investors care about monitoring inflation and what effect changes in inflation can have on investment performance. Inflation can also have an impact on the cost of debt required to finance an investment. Currently, inflation in the U.S.

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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?

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Mergers and Inquisitions

MAY 29, 2024

This article will focus on careers and recruiting , while the accompanying YouTube video will discuss the technical/modeling aspects in more detail. Many of these assets last for decades , have stable/predictable cash flows , use substantial Debt (50 – 60%+ of the total price), and use sized and sculpted Debt.

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The Deal

FEBRUARY 2, 2024

The company has accumulated some debt to run business operations but has its sights set on reducing leverage over the next couple of years. Editor’s note: The original, full version of this article was published Jan. After being in business for more than a decade, security solutions provider Servexo Inc.,

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OfficeHours

OCTOBER 16, 2023

Today’s article will focus on investing and spending considerations for those who are early on in their career and want to maximize how much they are saving in order to pay themselves and cover basic expenses later on in life. Existing Debt : The US is a country riddled with debt.

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Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? Recommended Articles How To Read A Balance Sheet Explained Knowing how to read a balance sheet is fundamental to financial literacy. Liabilities come next, divided into current liabilities (like debts and payables) and long-term liabilities (e.g.,

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Wall Street Mojo

JANUARY 4, 2024

read more is that amount of interest, which is due for a debt or bond but not paid to the lender of the bond. Article Link to be Hyperlinked For eg: Source: Accrued Interest Formula (wallstreetmojo.com) Still, the interests are generally paid as a coupon in periodical intervals like quarterly, semi-annually, or annually.

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OfficeHours

OCTOBER 17, 2023

Today’s article will focus on investing and spending considerations for those who are early on in their career and want to maximize how much they are saving in order to pay themselves and cover basic expenses later on in life. Existing Debt The US is a country riddled with debt. Yes, I’m interested!

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Global Banking & Finance

DECEMBER 15, 2023

One option, DSCR (Debt Service Coverage Ratio) loans, serves as a valuable resource for building a property portfolio. This article explores […] However, they’re not a one-size-fits-all solution.

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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. Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction.

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Wall Street Mojo

JANUARY 14, 2024

The Allowance Method in accounting sets aside funds to cover anticipated bad debts from credit sales. Direct Write-Off Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways The allowance method in accounting involves setting aside funds as a reserve to cover expected losses from uncollectible accounts.

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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. Potentially, yes.

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How2Exit

MAY 20, 2024

He elucidates on the market dynamics, contrasting the more natural debt-equity structures of large companies with the often artificially stimulated small business sector. rn Key Takeaways: rn rn rn Typical leverage for large public companies is between 50-60% debt; anything higher is considered risky.

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Business Book-building Equities Acquisitions 130

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. Convertible securities combine features of both debt and equity instruments.

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Sun Acquisitions

FEBRUARY 14, 2024

This article explores the significance of matching financial plans to business acquisition goals and how this synergy can lead to prosperous outcomes. In such cases, evaluating the financial health of target companies and understanding their debt structures is crucial.

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The Deal

JUNE 22, 2023

billion of debt issued before the deal’s closing, which the parties hope will occur in six to nine months. Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website. Nasdaq has fully committed bridge financing for the deal and plans to replace the bridge with $5.9

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Mergers and Inquisitions

OCTOBER 16, 2024

An older version of this article from ~15 years ago addressed this question, and you can find dozens of other articles that suggest answers. For that, please see the articles on the investment banking career path , exit opportunities , etc. Are Bad Why Investment Banking Over Other Careers? The post Why Investment Banking?

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PCE

AUGUST 14, 2024

Whether you’re considering selling your company to an employee stock ownership plan (ESOP) to create long-term value for your employees or you’ve already made the transition, you’ll likely use debt to facilitate the transaction. Often, the company will borrow money to acquire shares on behalf of the ESOP.

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Focus Investment Banking

SEPTEMBER 19, 2024

For buyers, who rely heavily on debt financing to fund acquisitions, a rate cut—especially one larger than expected—creates immediate opportunities. Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions.

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Sun Acquisitions

FEBRUARY 28, 2024

In this article, we will delve into the system for success in tailoring your approach to business acquisition while also exploring the critical factors influencing financing choices. If you have substantial cash reserves, you may opt for an all-cash deal, reducing debt burden and interest costs.

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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.

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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?

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Wall Street Mojo

JANUARY 15, 2024

Table of contents Operating Lease Accounting Definition Operating Lease Accounting Explained Examples Impact Recommended Articles Operating Lease Accounting Explained Operating Lease Accounting refers to the recordkeeping concerning an operating lease scenario whereby the lessor owns the property and the lessee only uses it for a fixed time.

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The Deal

FEBRUARY 6, 2024

from NGP Energy Capital Management LLC and Carlyle Group LP in February 2019, a deal that added almost $1 billion of additional debt to Chesapeake’s balance sheet only a few years after it aggressively maneuvered to avoid bankruptcy , giving itself a lifeline via several out-of-court restructuring efforts.

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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.

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The Deal

DECEMBER 5, 2023

IFF) has a relatively new debt problem, but its solutions have quickly become old hat. The same month, the company promised more divestitures and operational improvements to reduce debt levels to 3 times Ebitda by 2024 from more than 4.5 Editor’s note: The original, full version of this article was published Nov.

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Mergers and Inquisitions

MAY 15, 2024

These are great questions, so I’ll cover them in this article, starting with what the team does: Table Of Contents What is “Private Equity Value Creation?” Going back to the value creation definition above, two out of three returns sources in most deals – debt paydown and multiple expansion – will not work as well in the future.

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Wall Street Mojo

JANUARY 14, 2024

Article Link to be Hyperlinked For eg: Source: European Stability Mechanism (wallstreetmojo.com) The ESM can give a maximum loan of five hundred billion euros, acting under international law, to countries undergoing financial crises. Table of contents What Is European Stability Mechanism (ESM) ? How Does European Stability Mechanism Work ?

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How2Exit

MARCH 18, 2024

As long as the basic math makes sense, then go for it." - Ignacio Villanueva rn rn Article: rn How to Finance Your Online Business Acquisition: Insights from Boopos rn Key Takeaways: rn rn Boopos offers financing for subscription-based businesses, focusing on online companies with a track record of monthly recurring revenue.

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Mergers and Inquisitions

JANUARY 22, 2025

But you would not build models for M&A deals, leveraged buyouts, or debt/equity issuances in research or at least, they would be far simpler than the IB versions. Investment Banking: Which Ones Right for You? One final point to remember is that equity research is a much smaller industry than investment banking.

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The Deal

SEPTEMBER 20, 2023

company, which raised billions in debt and equity this year from Magnetar Capital LLC, Blackstone Tactical Opportunities Fund LP, Nvidia Corp. billion debt financing in CoreWeave with Blackstone in August and led $421 million in equity rounds this year, in addition to prior investments. CoreWeave Inc. The Roseland, N.J.,

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Equities Debt Finance Finance 59

PCE

AUGUST 15, 2024

This uneven economic landscape makes the accurate valuation of your company (or a business interest, an intangible asset, or even your debt) more difficult than usual—and more essential than ever.

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