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.

Acquisitions 59

Acquisitions Business Debt Finance 59

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.,

Accountant 98

Accountant Financial Statement Debt Financial Models 98

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. ” Apollo is providing some of Riverbed’s debt. which Vector Capital acquired and sold.

Debt 52

Debt Middle Market Capital Profitability 52

Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” Other times, they are hoping to use their share of the sale to alleviate personal debt. Manageable Debt. Are looking for a career change.

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed debt investing offers advantages over other hedge fund strategies , but the marketing often oversells the benefits.

Debt 103

Debt Funds Investment Equities 103

Wall Street Mojo

JANUARY 17, 2024

This differentiation helps identify a company’s profitability Profitability Profitability refers to a company's ability to generate revenue and maximize profit above its expenditure and operational costs. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin.

Accountant 98

Accountant Finance Finance Profitability 98

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.

Securities 98

Securities Investors Shares Financial Models 98

Focus Investment Banking

MAY 23, 2024

Those questions can have many answers, but for those less familiar with M&A, in this article let’s explain why they happen and how they are calculated. companies, but it is how buyers in most industries determine the “true profitability” of any business. or “Why does this company want to buy my organization?’

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions Valuation 52

Wall Street Mojo

JANUARY 15, 2024

Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. read more , and taxable profit arises due to a timing issue. Table of contents What Is Tax Accounting?

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Paper LBO (wallstreetmojo.com) The basic paper LBO has a structure and mechanism similar to a full-fledged LBO. Beyond this, it enables interviewers to decide if a particular acquisition or merger is promising and potentially profitable. Table of contents What Is A Paper LBO?

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Peak Frameworks

MAY 22, 2023

In this article, we will explore the components of the accounting equation, its importance in finance, and real-world examples that illustrate its significance. Liabilities represent the obligations a company has to outside parties, such as debts, loans, and accounts payable. For example, Apple Inc. reported total assets of $338.16

Accountant 52

Accountant Equities Debt Private Equity 52

Devensoft

JUNE 15, 2023

Essentially, strategic recapitalization involves changing a company’s capital structure to achieve specific financial goals, such as reducing debt or improving cash flow. One of the key advantages of this tactic is that it can help companies reduce their debt burden and improve their cash flow.

M&A 52

M&A Debt Capital Mergers and Acquisitions 52

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.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

SEPTEMBER 9, 2024

Article: Exploring the Nuances of Successful Mergers and Acquisitions with Steve Rooms Key Takeaways Importance of rapport and psychology : Building a strong rapport and understanding the seller's motivations are critical in successful M&A transactions. If it's heavily loaded with debt, there's a red flag.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Lake Country Advisors

JULY 25, 2024

Related Reading: How to Accurately Determine the Value of Your Small Business This article is a valuable guide to help you identify and address the factors that can destroy your business value. According to recent studies, businesses that fail to address these factors can see a reduction in potential profits by up to 30%.

Business 52

Business Valuation Investors Profitability 52

IBG

FEBRUARY 6, 2024

Alternatively, if the lease rate is increased in a transfer, this may reduce the post-sale profitability to the buyer and a deal price concession may be in order. Normally a deal requires the seller or the buyer to pay the debts of the business as of closing. Deferred Payments. I want the extra that you’re not valuing enough.’

Sale 52

Sale Business Negotiation M&A 52

Focus Investment Banking

JULY 31, 2023

This article focuses on how medical practices are valued by private equity-backed groups, and to an extent, health systems and other strategic acquirers. EBITDA is typically calculated using the steps below: Determine the practice’s net profit in the most recent twelve-month period. tend to receive higher multiples.

Medical 52

Medical Private Equity Healthcare Profitability 52

IBG

AUGUST 21, 2023

Most sellers see maximum profit potential, while most buyers see risk and past earnings. This can make it difficult for the buyer to gain comfort and protection and the seller to achieve the desired profit. If the sale occurs in a high-interest-rate environment, an earnout can help narrow the gap created by debt coverage.

Negotiation 52

Negotiation Profitability Sale Business 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Hard Landing (wallstreetmojo.com) This economic slowdown can result in a decrease in business and consumer spending. For example, a highly aggressive monetary policy, external shocks, and substantial debt. Nations must prevent it to avoid a significant drop in economic growth.

Economics 52

Economics Banking Bank Debt 52

Sica Fletcher

JULY 31, 2024

The following article details the major trends we’ve identified in the current market and provides prospective sellers with a few insights to help them secure a favorable payout. This is because buyers will effectively low-ball sellers to make up the difference from the cost of the debt required to buy them.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Wall Street Mojo

JANUARY 18, 2024

Bullet Bond Explained Strategy Example Advantages Disadvantages Bullet Bond vs Amortization Bond Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A bullet bond is a fixed-income security type with a specific maturity date and pays periodic interest over the bond’s life. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Focus Investment Banking

OCTOBER 30, 2023

There is no minimum revenue size or level of profitability Beard has in mind for an ESOP. “I You probably couldn't do an ESOP with a small proprietorship because you may not be able to raise the debt involved and there are ongoing expenses to managing an ESOP a business must be able to afford. continues Beard. “I It's deferred.

Debt 52

Debt Retail Private Equity Business 52

Razorpay

MAY 11, 2023

In this article, we’ll discuss all about LLP. All partners of limited liability partnerships share the profits of business just as partners of regular firms. They are, however, free to decide the ratio in which they will share profits. And the profits incurred will be shared between the partners in an agreed ratio.

Accountant 52

Accountant Business Banking Bank 52

Lake Country Advisors

JULY 25, 2024

Analyze the company’s income, balance sheets, and cash flow statements to get an overview of its performance, profitability, and financial stability over time. Examine debt and credit history. Investigate these aspects to grasp the company’s borrowing history and current debt obligations and gauge financial risks.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Software Equity Group

JUNE 27, 2023

For the sake of simplicity, this example assumes you own 100% of the company’s equity, have an aggregate $5M of bank debt and transaction expenses, and both offers assume $20M is financed by the buyer through debt. You would make $95M after paying off the company’s debt and transaction expenses.

Equities 52

Equities IT Private Equity M&A 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. It used to be the case that equity structures consisted of senior debt (i.e.,

M&A 52

M&A Insurance Valuation Equities 52

Solganick & Co.

NOVEMBER 15, 2023

EBITDA serves as a standardized measure of a company’s operational profitability, providing a basis for comparing its earnings potential with that of other businesses. EBITDA focuses on operational profitability by excluding interest, taxes, depreciation, and amortization, providing a standardized measure of earnings potential.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Solganick & Co.

FEBRUARY 2, 2024

It’s going to be deals where you don’t have to raise debt, and don’t have to worry about the interest rates too much while funding the transaction,” said Solganick. It will be telling when the money starts to really come back, what companies the market will be focusing on.” For the complete article go here: [link] Solganick & Co.

M&A 40

M&A Business Middle Market Investment Banking 40

Sun Acquisitions

JUNE 16, 2022

The value of a business isn’t just based on the profits that it generates – it’s also based on what the market believes the business is worth. In this article, we’ll discuss how the market determines the value of a business, and we’ll give you some tips on how to find out what your business is worth.

Business 52

Business Broker Sale M&A 52

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.

Accountant 52

Accountant Debt Financial Statement Risk Assessment 52

Mergers and Inquisitions

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Debt financing is much more common, and the GE firm is often the first institutional investor. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Sun Acquisitions

JANUARY 26, 2024

This article delves into the intricacies of strategic M&A within the paving sector, underscoring the synergies that bolster market positioning and business value. It is crucial to examine the financial health of the target company, including its revenue streams, debt levels, and profitability margins.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Interest Rate Swap | Examples | Uses | Swap Curve (wallstreetmojo.com) In this context, vanilla swap is widely used in the market. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc.

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

Mergers and Inquisitions

JANUARY 24, 2024

minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here. However, an upcoming video or Knowledge Base article might walk through the topic.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Devensoft

JUNE 1, 2023

This article provides a modern M&A due diligence guide and best practices for conducting due diligence in today’s business environment. Debt and liabilities: assess the company’s debt levels and liabilities to determine whether it can manage its obligations during economic uncertainty.

Economics 98

Economics M&A Management Financial Statement 98

How2Exit

AUGUST 28, 2023

We have over 25 different options for what someone can select for different types of due diligence." - Roman Beylin rn rn Article: rn Roman Beylin: Revolutionizing Due Diligence with DueDilio rn In this thought leadership article, we explore the innovative platform DueDilio and its founder and CEO, Roman Beylin.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130