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. But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.”

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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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Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director.

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How2Exit

SEPTEMBER 9, 2024

Tune in to explore the fascinating journey of Steve, his approach to valuations, and how he successfully navigated his first acquisition during the tumultuous COVID-19 period. Preparing for Sale: Business owners should invest time in preparing their businesses for sale to maximize valuation and attract potential buyers.

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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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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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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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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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Focus Investment Banking

MARCH 10, 2025

Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction). These are called addbacks, and are extremely important to valuation.

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OfficeHours

JUNE 6, 2023

There are many other articles on Office Hours about this process, so be sure to check them out. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

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Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. Investment Banking: Which Ones Right for You? consolidation accounting , lease accounting , etc.).

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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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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. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company.

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Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Pass Through Entity (wallstreetmojo.com) The reason for passing through income structure is that the owners otherwise get double taxed Double Taxed Double Taxation is a situation wherein a tax is levied twice on the same source of income. Start Learning Now Example #2 Let’s take another example.

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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. Specifically, should we invest €60 million at a pre-money valuation of €1.2

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Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. How to outline the process for negotiating deal terms and determining valuation? How to create a target identification process?

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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

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Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more.

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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.

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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.

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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. The worth of a business, or valuation, is primarily based on EBITDA (Earnings before Interest, Taxes, Depreciation, & Amortization).

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Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. We will try to decipher the answer to this question in this article.

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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 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. A candidate’s acumen and agility in tackling unfamiliar situations determine their grasp on subjects like valuation, forecasting, cash flow, and even the Rule of 72.

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Wall Street Mojo

JANUARY 17, 2024

Examples Importance Statement of Cash Flow Vs Income Statement Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A cash flow statement records the overall cash movement in and out of business throughout an accounting period. It ascertains the closing balance of cash and cash equivalents at the end of the year.

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Focus Investment Banking

OCTOBER 30, 2023

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. First, the valuation you get can be very fair,” says Beard. And by the way, this valuation is always negotiated. It's deferred.

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MergersCorp M&A International

JULY 5, 2024

Financial Times published an article stating that US companies dive into convertible debt to hold down interest costs. Furthermore, it stated that the boom in convertibles, as a type of bond is likely to continue this year as companies refinance a wave of maturing debt.

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Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

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RKJ Partners

AUGUST 6, 2017

What is Valuation? Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller.

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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?

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OfficeHours

AUGUST 7, 2023

Each firm administers the test differently, but this is generally the “hardest” type of case study you’ll see across firms, hence why we focus on it for the purpose of this article. Start with assumptions towards the top, followed by sources and uses, the income statement, cash flow build, debt schedule, and finally returns.

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Lake Country Advisors

JULY 25, 2024

Business valuation is a critical process that determines a company’s economic worth. Although seemingly minor, these factors can accumulate over time and significantly impact your business’s overall valuation. This prudence is understandable, as market trends are essential in business valuation.

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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.

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Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Full form Of CDS (wallstreetmojo.com) CDS is also known as a credit derivative contract or instrument that is signed between two counterparties, i.e., the buyer and the third party, who agree to take the swap of the risk. read more from the buyer to the third party.

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Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. PE Cost of Debt vs. RoR, H1 2020 - H2 2023 This inverse spread indicates one of the strongest seller’s markets we’ve seen in the insurance M&A market to date. for insurance agencies.

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Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. 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.

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Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Lower Middle Market (wallstreetmojo.com) This segment of the market typically is the largest in all world economies as over 90% of the companies fall in this group and, therefore, plays a significant role in depicting the national economy. Even capital assets are used in this form of borrowing.

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