Francine Way

JULY 19, 2017

Thus far, we have discussed five valuation methods: DCF, Comparable Company, Precedent Transaction, LBO, and Dividend Discount Model (DDM). So, a good valuation model has to take into account the possibilities of a variable having multiple values along with each value’s probability of occurring. To-date, we have lumped them together.

Valuation 130

Valuation M&A Stock DCF 130

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. The major steps of DDM are: Deriving the proper discount rate (rate of return). Deciding on a forecast horizon (holding period).

Valuation 130

Valuation M&A DCF Shares 130

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Francine Way

JULY 17, 2017

Thus far, we have discussed three common valuation methods that most strategic and financial acquirers use when valuing a company for acquisitions or investments. This current post about Leveraged Buy Out (LBO) is about a valuation method used by a very specific type of financial acquirer: private equity (PE) firms.

Valuation 130

Valuation M&A Debt Book-building 130

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. and (4) support long-term business strategy. Any unions?

M&A 130

M&A Acquisitions Consulting Capital 130

Francine Way

JULY 9, 2017

After the prospective buyers review the CIM and conduct their own preliminary diligence analyses to determine their level of interest and initial valuation of the sale, they will typically solicit internal support for the acquisition. This phase consists of contacting selected professionals at the potential buyers with a confidential inquiry.

M&A 130

M&A Acquisitions Valuation Sale 130

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. Buying and selling a company has many overlaps to buying and selling a house. the house failed to increase in expected value), mature market (i.e. inheritance), and conflict among owners (i.e. divorce, etc.).

M&A 130

M&A Acquisitions Sale Investment 130

Midaxo

SEPTEMBER 28, 2023

M&A transactions can be incredibly rewarding, but they also come with significant risks. M&A due diligence is the process that allows you to dig deep into a target company’s details and evaluate whether the acquisition aligns with your strategic goals. This goes beyond just the surface-level aspects of the target company.

M&A 113

M&A Valuation Mergers and Acquisitions Financial Statement 113

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. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

NOVEMBER 1, 2022

Micro M&A Strategies To Grow Your Business: 4 Strategies Bio: Mushfiq is a prolific investor who buys, grows, and sells online businesses, and specializes in content websites. He manages WebAcquisition.com , an M&A company that provides due diligence, growth strategies, mergers, and more services for acquisition entrepreneurs.

M&A 130

M&A Business Mergers and Acquisitions Media 130

Sun Acquisitions

NOVEMBER 17, 2023

Mergers and acquisitions (M&A) have long been a cornerstone of corporate growth and strategy. Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Sun Acquisitions

APRIL 28, 2022

I could not be more excited to join Domenic Rinaldi and his team of M&A professionals at Sun Acquisitions. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

MAY 3, 2022

Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “I have known Ken for many years and I’m excited to have him join our growing team of M&A advisors. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Sun Acquisitions

AUGUST 12, 2024

As companies embrace digitalization to drive innovation and efficiency, the role of digital transformation in mergers and acquisitions (M&A) has become increasingly prominent. Influence on M&A Strategies: Digital transformation has fundamentally altered the landscape of M&A strategies.

M&A 59

M&A Mergers and Acquisitions Valuation Discounted Cash Flow 59

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Faster Timelines: Seize the Moment The M&A world is all about speed and agility.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

Sun Acquisitions

OCTOBER 13, 2023

Mergers and acquisitions (M&A) play a vital role in shaping the business landscape, enabling companies to expand, diversify, and gain a competitive edge. Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sun Acquisitions

AUGUST 5, 2024

In the dynamic world of mergers and acquisitions (M&A), staying ahead of the curve is crucial for success. From the increasing prevalence of cross-border transactions to the transformative impact of technology, let’s delve into some of the latest trends shaping the future of M&A.

M&A 59

M&A Mergers and Acquisitions IPO Valuation 59

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we define and outline the key elements involved in valuing a target company. 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.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Sun Acquisitions

OCTOBER 9, 2024

In the dynamic landscape of mergers and acquisitions (M&A), the intricacies of family business succession planning often need to be addressed. However, understanding and effectively managing this process is crucial for ensuring a smooth transition and long-term success, especially in M&A activities.

M&A 59

M&A Business Mergers and Acquisitions Government 59

Sun Acquisitions

OCTOBER 15, 2024

In the high-stakes arena of mergers and acquisitions (M&A), success hinges not only on the strategic vision and financial acumen of dealmakers but also on the strength of the negotiating team. Negotiation Dynamics: Negotiating M&A deals involves navigating complex interpersonal dynamics and power struggles.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

Sun Acquisitions

AUGUST 16, 2024

Mergers and acquisitions (M&A) transactions are complex undertakings involving many legal considerations and potential hurdles. From negotiating deal terms to conducting due diligence and securing regulatory approvals, the legal aspects of M&A play a crucial role in the success or failure of the transaction.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59

The M&A Lawyer

OCTOBER 26, 2015

He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth.

Private Equity 130

Private Equity Equities Valuation Management 130

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we outline the eight basic steps involved in the buy side M&A process and related insights to assist in a successful execution. The following are fundamental steps for a potential buyer and his deal team in the buy-side M&A process: 1. Establish Preliminary Valuation.

M&A 40

M&A Business Acquisitions Financial Statement 40

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Devensoft

JUNE 14, 2023

We understand that mergers and acquisitions (M&A) deals are complex and multifaceted. In this blog post, we’ll explore how ESG factors impact M&A deals and provide guidance on how to make sustainable investments. ESG factors can impact the valuation of a target company.

M&A 52

M&A Investment Valuation Mergers and Acquisitions 52

Focus Investment Banking

DECEMBER 26, 2023

The 6th annual Midwest M&A/Private Equity Forum sponsored by the Thomson Reuters Institute was held in early December in Columbus, Ohio, and for your humble correspondent, this was not only my second time as one of the participants, but my first time as a moderator of a panel! More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 While average valuations in the U.S.

Private Equity 52

Private Equity M&A Equities Middle Market 52

Sun Acquisitions

SEPTEMBER 14, 2023

In the ever-evolving business world, mergers and acquisitions (M&A) have become common strategies for growth and expansion. For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Software Equity Group

MAY 9, 2024

Due diligence is the pivotal checkpoint in an M&A process, during which you share vital information about your business with potential buyers/investors. When done right, due diligence is a win-win for both parties in an M&A deal. Battling Deal Fatigue A common reason M&A deals fail is because of deal fatigue.

M&A 52

M&A Negotiation Investors Business 52

Sun Acquisitions

JULY 21, 2023

Merger and acquisition (M&A) transactions are complex endeavors that can significantly impact the involved companies and the broader business landscape. In this blog post, we will explore the role of due diligence in successful M&A transactions and why it should be a top priority for companies.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

Private Equity 52

Private Equity Valuation Equities Business 52

Sun Acquisitions

MAY 15, 2023

Here is a beginner’s guide to understanding valuation for family businesses. Identify Your Valuation Goal: Before getting started, you must identify the overall objective you are trying to achieve with this process. Doing research ahead of time will help determine which valuation methods are best suited for your needs.

Valuation 52

Valuation Business M&A Debt 52

RKJ Partners

AUGUST 6, 2017

Careful preparation and advanced planning can significantly increase the likelihood of a successful business sale and have a positive effect on valuation. Independent Valuation. The underlying principle is simple: properly planned and executed business sales lead to enhanced shareholder value. Growth Plan. Addressing Key Dependencies.

Sale 40

Sale M&A Business Financial Statement 40

Cooley M&A

FEBRUARY 8, 2018

What’s on tap for 2018 M&A? As an example, for California specific requirements, see our prior blog post Non-Competes for California Employees in M&A Deals: Don’t Fudge It. A recap of 2017 trends and the Cooley outlook on this year’s dealmaking: Buying Innovation: Retention and Non-Competes.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Focus Investment Banking

APRIL 14, 2024

These characteristics, coupled with bakery manufacturers’ ability to continually innovate and adapt to consumer trends, have attracted investors and boosted M&A activity in recent years. It’s no surprise that bakery is one of the food industry’s most dependable performers. The bakery category is also incredibly resilient.

M&A 52

M&A Food Private Equity Manufacturing 52

OfficeHours

FEBRUARY 9, 2024

Not only did the groups do completely different things (RX/bankruptcy vs. tech M&A), but even the deal processes ran differently. Given that we were mainly doing sell-sides at the EB, a lot of the analysis work was valuation as well as positioning the company and helping the management team with the presentations.

Private Equity 173

Private Equity Recruitment Bank Banking 173

Sun Acquisitions

AUGUST 12, 2022

It can sometimes happen that you’re hit with a lawsuit after you’ve completed a business valuation. This is incredibly inconvenient because, following valuation, most owners will have already worked out a reasonably just price for the business. A professional M&A broker can assist you with your preparations to sell.

Business 98

Business Broker M&A Valuation 98