Mergers and Inquisitions

MARCH 8, 2023

This article from PIMCO and the correlation data sum it up quite well: Included within commodity trading are the following firms and groups: Commodity trading desks at oil, gas, mining, power, and agricultural companies. As the delivery date approaches, the underlying commodity’s price and its futures price converge.

Funds 119

Funds Finance Finance Trading 119

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. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook.

Investors 130

Investors Private Equity Equities Investment 130

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. A QOE engagement, he explains, "provides a pure deep dive beyond what you read in a P&L or a tax return."

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

SEPTEMBER 2, 2024

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Hailing from Scotland with ties to Ireland, Danny has diverse experience in turning around small businesses.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Mergers and Inquisitions

DECEMBER 4, 2024

For more on these points, please see the public finance investment banking article and the analytical examples there. If the local government is issuing new general obligation (GO) bonds to finance the project, what type of state/local tax is it implementing to support them?

Investment Banking 105

Investment Banking Bank Banking Investment 105

The Deal

AUGUST 15, 2023

’s Competition and Markets Authority continued review of its Activision Blizzard Inc. “Sony is probably the most likely company to go looking for a big publisher,” Neil Barbour of S&P Global Inc. ‘s (SPGI) Kagan said in an email. If Microsoft Corp. MSFT) can navigate the U.K.’s

S&P 52

S&P Bulge Bracket Entertainment Mergers and Acquisitions 52

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

How2Exit

FEBRUARY 25, 2023

These websites are often listed online on websites such as Flippa, where it’s possible to find great deals. It’s also possible to find websites that have been neglected and are not generating much revenue but could be turned around with some work. This can provide a significant boost to a website’s bottom line.

M&A 130

M&A Engineering IT Investment 130

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Loan Calculator (Personal and Educational) (wallstreetmojo.com) Despite its usefulness, educational loan calculators have limitations. However, it’s important to note the limitations of educational loan calculators. How to Calculate?

Education 52

Education S&P Financial Models Financial Modeling 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Chande Kroll Stop (wallstreetmojo.com) The indicator uses directional movement fluctuations and is determined by the average true range of an asset’s volatility. The gap between both lines is derived from the underlying security’s volatility using the average true range.

S&P 52

S&P IT Investors Investment 52

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. rn System support is vast in franchising.

Business 130

Business Investment S&P Consulting 130

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 M&A S&P Valuation 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Accounting Information System (AIS) (wallstreetmojo.com) In simple words, it is a system to collect and store all information related to financial transactions and events so that they can be retrieved for decision making by the internal management, accounts, CFOs, auditors, etc.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Street of Walls

SEPTEMBER 4, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined for the second consecutive week but ended positive for the month The S&P 500 declined by 0.3% In 3Q12, the S&P 500 has risen by 3.3% in the week and the Russell 2000 growth index rose by 0.5% in the week.

M&A 40

M&A Underwriting S&P Debt 40

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

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.

Accountant 98

Accountant Financial Models Financial Modeling Valuation 98

The Deal

JULY 19, 2023

Cox, Andrew P. Denbury chief administrative officer and general counsel James S. Editor’s note: The original version of this article was published July 13, 2023, on The Deal’s premium subscription website. Denbury, a Plano, Texas-based independent energy company, took financial advice from Jonathan W. McDonough at TPH&Co.

Sale 52

Sale Mergers and Acquisitions M&A S&P 52

Street of Walls

AUGUST 27, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined after six consecutive weeks of gains The S&P 500 declined by 0.5% In 3Q12, the S&P 500 has risen by 3.6% in the week and the Russell 2000 growth index declined by 1.3% in the week. while the Russell 2000 index has improved by 1.2%.

M&A 40

M&A Investment Banking Investment Bank 40

Focus Investment Banking

SEPTEMBER 4, 2024

According to S&P Global, the monetary value of dry powder reached $2.59 Incidentally, S&P Global estimates that Leonard Green & Partners alone was sitting on $15.3 This article was previously published on Modern Tire Dealer. trillion at the end of 2023, a nearly 10% year-over-year increase.

Private Equity 52

Private Equity Equities S&P Mergers and Acquisitions 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.” seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal. Typically calculated annually.

Insurance 52

Insurance Valuation M&A S&P 52

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% s $102 million offering highlighting the week, returning over 40% on its first day of trading. in the week. Average daily U.S.

Mergers 40

Mergers Underwriting Acquisitions M&A 40

Street of Walls

OCTOBER 1, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets declined for the second week in a row The S&P 500 declined by 1.3% In 3Q12, the S&P 500 rose by 5.8% Disclosure: I do not have a position in any stocks mentioned in this article, do not have a plan to initiate a position within the next 72 hours.

Investment Banking 40

Investment Banking Investment Underwriting Bank 40

Wizenius

JULY 17, 2023

Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modelling - Enroll in Wizenius Investment Banking Course Today!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. RIA Transaction Payout Averages 2023: Self-Represented vs. Professional Representation With that in mind, we must be clear that the following article is not meant to encourage owners to attempt a self-valuation.

Valuation 52

Valuation M&A Insurance Advisory 52

Focus Investment Banking

OCTOBER 23, 2023

One of the most prudent investment strategies for long-term wealth building is to invest in index funds, specifically those tracking broad market benchmarks, like the Vanguard, Schwab or Fidelity S&P 500 index fund. This article was previously published on Modern Tire Dealer. Lower costs.

Funds 52

Funds S&P Investment Business 52

Sica Fletcher

JUNE 14, 2024

Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.

Insurance 52

Insurance Valuation M&A S&P 52

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.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

APRIL 11, 2024

gain in the S&P 500 and the 9.1% However, this return lagged the year-over-year performance of both the S&P 500 (up 27.9%) and the NASDAQ (up 34.0%). Public Markets For the second straight reporting period the FOCUS Telecom Business Services Index (TBSI) enjoyed a double digit return as it jumped up 11.8%

Business 52

Business Telecommunication Engineering M&A 52

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Mergers and Inquisitions

FEBRUARY 28, 2024

see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. Each role has common analytical elements, but the specifics and deliverables differ (e.g., Treasury yield at?

Equities 59

Equities Asset Management Debt Recruitment 59

Sica Fletcher

SEPTEMBER 12, 2024

The following article details those aspects and our team provides first-hand insights to make the transition process easier for sellers. They operate in a small town where they are well-known and well-liked by the local population, who make up a good deal of the agency's clientele. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Peak Frameworks

JUNE 5, 2023

Virtually all of the companies in the S&P 500 have significant operations in more than one country. This article aims to explore the core aspects of MNCs, their financial management, and why finance professionals should understand their intricacies. MNCs play a very meaningful role in today's interconnected global economy.

Corporation 52

Corporation Finance Finance Management 52

Sica Fletcher

MARCH 14, 2024

Disclaimer: The article below contains a quick and easy method for calculating the ballpark value of an insurance agency using standardized market information. In this article, however, we provide agency owners with a quick and easy way to get a rough estimate of their agency’s worth. Learn more at , ,, SicaFletcher.com.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

SEPTEMBER 17, 2024

The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Insurance 52

Insurance Valuation Profitability M&A 52