The 2025 IPO Market
JD Supra: Mergers
DECEMBER 19, 2024
Are we headed for an IPO rebound in 2025? According to a recent CNBC article, a major window for the IPO market could be opening.
Preparing a VC-Backed Company for an Exit Event
JD Supra: Mergers
APRIL 23, 2024
Initial public offerings (IPOs) and M&A exits are the two most common means of achieving liquidity in a private company. This article addresses an acquisition transaction, which requires preparation and oversight that many founders and managers need to learn as they go.
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Exit Strategies for PE Investors
OfficeHours
OCTOBER 16, 2023
In this article, we will describe a few of the common exit strategies in detail and what considerations a private equity firm as well as the target company typically considers when determining the optimal exit strategy. An IPO involves offering shares of a privately held company to the public in a new stock issuance.
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Media Mention: An M&A Talent Bubble Is Forming. What Happens When It Pops?
Cooley M&A
JUNE 29, 2021
“The sustained surge of M&A activity, SPACs, de-SPACing and IPOs has major dealmakers scrambling to find enough associates to staff their deals, risking burnout for the associates they do have on staff.” ” Cooley partner and M&A co-chair Jamie Leigh was quoted in this American Lawyer article on M&A trends.
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“Dumb Money” Review: A Worthy Addition to the Classic Finance Movie Roster?
Mergers and Inquisitions
OCTOBER 4, 2023
I wrote many articles about it. Oh, and lots of M&A , IPO , and SPAC deals were happening, so banks made plenty of “COVID hires,” often ignoring qualifications and recruiting norms. I wrote about the GameStop short squeeze back when it happened in February 2021, and it turned into the most popular article of the year.
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10 Key Considerations for Going Public with a SPAC
Cooley M&A
AUGUST 3, 2020
It is a reasonable extrapolation – and we are nothing at Cooley if not wildly reasonable – that more operating companies are considering going public through a merger with a SPAC (commonly referred to as a backdoor IPO) since the beginning of time. Read full article. Contributors. Dave Peinsipp. Charlie Kim. John McKenna. Kevin Cooper.
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Rich Hall's Proven Strategies to MAXIMIZE Your Business Exit
How2Exit
OCTOBER 14, 2024
With an extensive career journey that began in Atlanta, Georgia, Rich has been instrumental in transforming small companies to IPO or mergers in record time frames. He has a robust background in leading businesses through turnaround scenarios and rapid growth.
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M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells
How2Exit
APRIL 8, 2024
rn As the discussion progresses, Wells shares his reflections on being the CEO of a public company post-IPO, the unexpected realities, and the learning curve that has come with the territory. rn rn rn Going public as a company involves facing market dynamics and investor behaviors that may not align with pre-IPO expectations.
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
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. Like a typical leveraged buyout, this can be achieved by selling the company to another private entity or PE firm or taking the company public once again through an IPO.
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10-20-2023 Newsletter: Why PE Investors Care About Inflation
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. Currently, inflation in the U.S. Additionally, private firms might choose one type of exit strategy over another depending on the status of inflation.
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Stages of a Private Equity Investment Process Decoded
Wizenius
JULY 2, 2023
In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. For instance, when a fast-growing e-commerce player like Shopify reaches its peak, an exit via an Initial Public Offering (IPO) can yield substantial profits.
Who Are the Best M&A Advisors for Tech Companies?
iMerge Advisors
APRIL 10, 2025
This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. Theyre often engaged by public companies or unicorns seeking IPO alternatives or strategic exits.
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Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions
Mergers and Inquisitions
OCTOBER 18, 2023
Investment Banking: Deals The basic difference is that in “investment banking” groups, such as technology , TMT , healthcare , or consumer retail , you work on various deal types: sell-side and buy-side M&A, leveraged buyouts, IPOs, follow-on offerings, and bond issuances. or debt offerings (investment-grade or high-yield bonds).
Why Aren’t More Tire Dealerships Going Public?
Focus Investment Banking
FEBRUARY 25, 2024
First, there’s the ability to raise substantial capital by issuing shares to the public in an initial public offering (IPO), as well as secondary offerings. The upshot is that private companies could now raise all the money they needed from private equity or venture capital funds without even considering an IPO.
Deal Diary: TPG Turns to Weil on Angelo Gordon Deal
The Deal
MAY 16, 2023
billion IPO last year, which was led by JPMorgan Securities LLC; Goldman, Sachs & Co.; Editor’s note: The original version of this article was published May 15, 2023, on The Deal’s premium subscription website. Eisenberg of Weil, Gotshal & Manges LLP as lead transaction counsel on an agreement to buy Angelo, Gordon & Co.
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Who are the best M&A advisors for tech companies?
iMerge Advisors
APRIL 9, 2025
This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. Theyre often engaged by public companies or unicorns seeking IPO alternatives or strategic exits.
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Bulge Bracket Banks: 2024 Edition
Mergers and Inquisitions
NOVEMBER 22, 2023
The name “bulge bracket” (BB) comes from the prospectus for an IPO or debt issuance, which lists all the banks underwriting the deal. One interesting case is a firm like Mizuho , which acquired Greenhill in 2023 (note that the deal has not yet closed as of the time of this article).
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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…
OfficeHours
JULY 11, 2023
IS THE IPO MARKET COMING BACK? We invite you to create a free account on our platform to access our free materials, latest blogs, and articles. Are there still upsell opportunities in a market like this? What makes a great associate in your mind? What would you have done differently as an incoming analyst at my age?
Why PE Investors Care About Inflation
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. Currently, inflation in the U.S. Additionally, private firms might choose one type of exit strategy over another depending on the status of inflation.
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Investment Banking Deals Improved 16%
Street of Walls
OCTOBER 1, 2012
billion IPO, which priced on September 26 and has returned over 13% through Monday. According to Nasdaq, there are eight IPO’s set to price this week, the largest of which is Berry Plastics Group Inc.’s million IPO, which is set to price on October 4. The week was highlighted by Santander Mexico Financial Group’s $2.9
How Common are Postmerger Divestitures of Acquired Company Units?
M&A Leadership Council
AUGUST 15, 2022
4 A common type of spin-off is the “IPO carve-out,” in which the company goes straight to the IPO without the distributions to stockholders. If the parent retains an interest in an IPO carve-out, this may be termed a “divestiture IPO.”. What is a split-up? United States of America: McGraw Hill, 2006.
Skills an Undergraduate should have to start a career towards Investment Banking
Wizenius
JULY 17, 2023
Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Start with different types of news and seek help from seniors or research online for unfamiliar terms. News is a gateway to the outside world. Excel and PowerPoint: Become a master of these two applications!
08-20-2023 Newsletter: Sunday Reading
OfficeHours
AUGUST 20, 2023
Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank. During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.
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Venture Capital Interview Questions: What to Expect and How to Prepare
Mergers and Inquisitions
SEPTEMBER 20, 2023
Most articles are copied/pasted/tweaked text, others appear to be written by ChatGPT, and others repeat generic questions you might get in an interview for a janitorial position. A: See our guide and examples for the “ Walk me through your resume ” question and the article on how to walk through your resume in buy-side interviews.
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Statement of Cash Flow
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. In 2015, Box came up with its IPO. Before its IPO, Private Equity Investors financed Box Inc.
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The Growth Equity Case Study: Real-Life Example and Tutorial
Mergers and Inquisitions
JANUARY 24, 2024
They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms). These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here.
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?
Mergers and Inquisitions
MAY 24, 2023
I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. We’ve covered merger arbitrage and activist hedge funds in separate articles, and distressed hedge funds will get their own future article, so I’ll focus on special situations here.
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The Full Guide to Investment Banking Assessment Centers
Mergers and Inquisitions
APRIL 12, 2023
I will focus on the investment banking AC here to avoid turning this article into a novella (for S&T tips, see the article on rates trading ). For example, you might get an urgent client request, a VP’s request to schedule a meeting for a potential client, and the same VP who wants to know the dates of an upcoming IPO roadshow.
Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?
Mergers and Inquisitions
MARCH 13, 2024
This style is about purchasing minority stakes in cash-flow-negative-but-high-growth companies that want to scale and eventually go public or sell (think: Uber or Airbnb before their IPOs). In the 2010s, startups began to postpone their IPOs, but they still needed funding. There’s usually a long list of previous VC investors as well.
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On the Hunt: SymphonyAI’s M&A Algo
The Deal
AUGUST 9, 2023
M&A is a central part of SymphonyAI’s growth strategy as the company prepares for a potential private placement and, eventually, an IPO. “We’re ” … Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website.
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Renewable Energy Investment Banking: How to Make Greens by Going Green
Mergers and Inquisitions
SEPTEMBER 11, 2024
For growth-stage companies, you will see plenty of equity offerings: IPOs , SPACs , PIPEs, and follow-on issuances. 146) SunPower / Maxeon – Spin-Off (Centerview and GS) Investor Presentation CBRE and Blackstone / Altus Power – SPAC / IPO (Citi, JPM, MS, and Duff & Phelps) IPO Investor Presentation Fairness Opinion (pg.
C Corp vs. S Corp vs. LLC: Essential Information for Software Executives
Software Equity Group
SEPTEMBER 17, 2024
If you file Articles of Incorporation with your state, your business will become a C Corp. C Corp for Software Companies Factor Impact Investor Appeal Tax Efficiency Ownership Flexibility M&A Potential C Corps are highly attractive to investors, particularly for those considering venture capital or IPO.
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M&A Heats Up in the Bakery Market
Focus Investment Banking
APRIL 14, 2024
Jim has worked on numerous IPOs, sell-side transactions, fairness opinions, and capital raises, mainly for consumer products companies and restaurants. Download the article here. He has also successfully represented dozens of business owners selling their companies.
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The Full Guide to Healthcare Private Equity, from Careers to Contradictions
Mergers and Inquisitions
NOVEMBER 1, 2023
For more on this, please see our healthcare investment banking article. What about when the IPO market is shut down and exits look uncertain? Why is Private Equity Interested in a “Boring” Sector Like Healthcare Services? In other words, does paying 10x revenue for companies still make sense when interest rates are at 5%?
Industrials Private Equity: The Best Place for Old-School Deals at Reasonable Multiples?
Mergers and Inquisitions
JULY 31, 2024
We covered these three main segments in the industrials investment banking article , and they also apply here. The “industrials” sector is so broad that it’s tricky to pinpoint what firms do. Many markets are still highly fragmented, so this can work quite well.
Wealth Management vs. Investment Banking: Career Deathmatch
Mergers and Inquisitions
JANUARY 10, 2024
Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. This is not the case in IB until you reach a very senior level (for more on all these points, see the article on investment banker salaries ).
Breaking Barriers: A Conversation with Lawton Fitt Event Recap
TM Capital
AUGUST 8, 2024
In this article, we share our key takeaways from the event. At Goldman Sachs, she led the firm’s technology IPO business and became the first female partner of Goldman Sachs’ equity division. We walked away from the event feeling inspired and empowered to continue to do our part in supporting the success of women in our field.
How Net Retention Impacts Valuation for Public Software Companies—and What Private Companies Can Learn
Software Equity Group
OCTOBER 22, 2024
In this article, we will explore NRR in depth, examining its role in public software companies and sharing takeaways for leaders and executives. The Index is updated quarterly to reflect changes in business models, acquisitions, IPOs, and financial data availability. What is Net Revenue Retention Rate?
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The Venture Capital Case Study: What to Expect and How to Survive
Mergers and Inquisitions
JULY 12, 2023
This is a summary version, but it should be enough to give you some practice: The Video Tutorial and the Files If you prefer to watch or listen to this tutorial, you can get the 14-minute video walkthrough below: If you prefer to read, you can continue with this article.
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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year
Mergers and Inquisitions
DECEMBER 4, 2024
However, one common point across all the verticals is that IPOs are not common because there aren’t that many publicly traded sports teams, stadiums, or arenas. SPAC IPOs for esports companies were “hot” for a short period in 2021, but they seem to have died off by now.
Michael Mufson Discusses Investment Banking and Business Exit Strategies
How2Exit
JUNE 10, 2024
Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. Senator and transitioned into the financial sector with Ernst and Young in their consulting group. Michael holds a CPA and an MBA from George Washington University.
Why Sell Your Business
Sun Acquisitions
JUNE 22, 2022
We see examples of this in management buyouts, initial public offerings (IPOs), and strategic mergers and acquisitions (M&A). In an article titled Older Americans Stockpiled a Record $35 Trillion. Sellers who don’t find buyers often end up simply liquidating and closing. Reason #6 The Business Founder has Died.
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Sports Private Equity: Bright Spot in a Troubled PE Landscape or an Emerging Bubble?
Mergers and Inquisitions
APRIL 10, 2024
But this article will focus on dedicated sports PE firms and some mega-funds that have made sports investments. Exits seem dependent on finding another PE firm or consortium willing to pay more, and options like IPOs and acquisitions by “strategics” (normal companies) are less viable due to league rules on ownership.
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What is Limited Liability Company?
Razorpay
AUGUST 20, 2024
The shares can be traded on stock exchanges or subscribed through Initial Public Offering (IPO). Prepare the Memorandum of Association (MoA) and Articles of Association (AoA). Public Limited Company It is a type of entity defined in the Companies Act 2013 as an entity whose shares can be held by the general public.
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