Beyond M&A

SEPTEMBER 18, 2023

As per this FT article, employees’ logins were ‘hacked and traded’ on cybercriminal forums for firms like Wells Fargo, WPP, Experian, Diageo, Wayfair, Epic Games and Adobe. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously.

Investment 147

Investment Profitability Business M&A 147

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.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. With multiple agencies within Onfolio's portfolio performing remarkably well, it becomes evident that they don't garner the recognition they deserve in the investment world.

M&A 130

M&A Acquisitions Business Public Trading 130

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.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 100

Investors Private Equity Debt Equities 100

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Are you attending any PE On-Cycle Diversity Events in the coming weeks?

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. Who Performs A Valuation? Self-representation can lead to inaccurate valuations that give sellers a false sense of how much their company is worth.

Valuation 52

Valuation M&A Insurance Advisory 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

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?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Growth Business

SEPTEMBER 29, 2023

A good VC will typically commit to serving on portfolio companies’ boards and see their role as supporting these portfolio companies and management teams at key strategic points (whilst also letting them get on with running their businesses). Thank you to MMC Ventures and other contributors for their help with this article.

Capital 96

Capital Investment Funds Investors 96

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. Recommended Articles This has been a guide to what are Convertible Securities.

Securities 98

Securities Investors Shares Financial Models 98

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. Most of this guide deals with the “late-stage VC” strategy, as dozens of other articles cover private equity strategies such as leveraged buyouts and traditional private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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. Firm-Specific and Process Questions – What do you think about our portfolio? Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Focus Investment Banking

SEPTEMBER 19, 2024

Valuation Dynamics While lower interest rates may fuel M&A activity by making financing cheaper, they also influence company valuations. In a low interest environment like years prior, buyers found themselves facing inflated valuations due to the inexpensive cost of debt. This article was previously publish on Tire Business.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Focus Investment Banking

MAY 10, 2024

In this article, which joins our ongoing coverage of the Food & Beverage industry, we introduce an overview of M&A activity in food distribution with a focus on fresh food. Along with greater buyer interest in recent years, valuations have also experienced an upswing with EV/EBITDA multiples steadily increasing since 2013.

Food 52

Food M&A Private Equity Valuation 52

How2Exit

DECEMBER 11, 2023

The company ensures that sellers understand the proper valuation of their businesses and helps them navigate the financing process. This approach helps buyers and sellers understand the potential for leveraging liquidity events to grow their wealth and expand their business portfolios. Retrieved from [link] rn Craig, D.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

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.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

OfficeHours

JANUARY 26, 2024

When You Need to Return Cash in order to Raise More original article sourced by Ryan Gould, Bloomberg, sourced link above The world’s private equity firms have cash to burn. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion. First, they want to earn.

Private Equity 130

Private Equity Equities Mergers and Acquisitions M&A 130

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 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Speaking with customers, suppliers, management teams, and market participants.

Funds 59

Funds Management S&P Recruitment 59

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g.,

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

MARCH 13, 2023

In this “emergency article,” I’ll cover: Exactly what happened , including some points I haven’t seen mentioned elsewhere. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). Is It a Bailout?

Bank 123

Bank Banking Funds Government 123

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. This transformative process often ignites a shift that carries the potential to reshape not only an investor's portfolio but also the character of local economies.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

Mergers and Inquisitions

MARCH 22, 2023

With the number of emergency / news-related articles on this site lately – two in a row! Technically, my assessment in that article was correct: “The short answer is that it’s very unlikely that any of these firms will go bankrupt. First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

Bank 98

Bank Banking Government Investment Banking 98

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. 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.

Finance 59

Finance Finance Acquisitions Business 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond? Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I first criticized the CFA in a 2009 article , which generated a lot of angry comments. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Please read the articles on lateral hiring and MBA-level recruiting. Not much has changed since then.

CFA 59

CFA Investment Banking Bank Banking 59

Lake Country Advisors

JANUARY 3, 2025

This article delves into the compelling reasons to buy a tech company, highlighting its benefits, market trends, and strategies for success. These attributes contribute to strong valuations, driving increased interest in technology M&A opportunities. Opportunities to enhance service portfolios.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

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. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. for insurance agencies. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

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.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Banking Bank Investors 52

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) This article examines the steps involved in selling an insurance brokerage, as well as critical considerations to keep in mind to ensure the greatest possible payout. That being said, brokerage owners need to consider a.)

Insurance 52

Insurance M&A Advisory Funds 52