RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we define and outline the key elements involved in the process of raising capital. Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. So, what's the alternative?

Debt 40

Debt Capital Raising Capital Equities 40

OfficeHours

JUNE 6, 2023

Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals. Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

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 focused on recruiting in 2023?

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. The post Three Ways Institutional Investors Could Increase RPA Success appeared first on Accenture Capital Markets Blog.

Investors 94

Investors Financial Services Insurance Investment 94

OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. 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

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

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

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

Midaxo

APRIL 25, 2023

The rest of the blog consists almost entirely of questions and prompts that were posed to ChatGPT to obtain answers on how to create a company-specific M&A playbook. How to outline the process for negotiating deal terms and determining valuation? Fortunately, ChatGPT can make the process much easier.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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. The next few months will be important to watch.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Devensoft

JUNE 14, 2023

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. Consider ESG in the valuation process: Investors and acquirers should consider ESG factors when valuing a target company.

M&A 52

M&A Investment Valuation Mergers and Acquisitions 52

Focus Investment Banking

JANUARY 3, 2024

FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. The Smokey Bones deal, for example, adds 61 restaurants to FAT Brands’ portfolio, and the company has several initiatives underway that complement FAT’s strategy, including expanding off-premise channels.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Sun Acquisitions

MARCH 27, 2024

In this blog post, we will explore why sustainability and ESG are taking center stage in M&A and how they shape the future of corporate consolidation. Valuation: Investors often view companies with strong ESG practices more favorably and may command a premium valuation.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The other variable that goes into valuation is the multiple these buyers will use. An experienced advisor will walk through these methodologies and factors to provide guidance on valuation.

Private Equity 52

Private Equity Valuation Food Equities 52

Focus Investment Banking

MARCH 17, 2024

Despite the potential value at stake, the buyer balked at the idea of relinquishing control, envisioning strategic integration and synergy across their portfolio of Professional Services businesses. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Conduct thorough research to identify businesses that align with your strategy and culture.

Finance 59

Finance Finance Acquisitions Business 59

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. They are looking for the ideal partner with the best valuation and terms possible. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers.

Negotiation 59

Negotiation Business Sale Management 59

Tyton Partners

MAY 4, 2023

Paucity of deals will help sustain enterprise valuations (for some) The inexorable principles of supply-and-demand applied to deal pricing should be in-effect for the balance of 2023. see Renaissance and Curriculum Associates), as the increasing scale – and expected valuations – of new oligopoly players makes for a limited buyer pool.

Education 52

Education Capital Raising Investment Investors 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. Others have pursued less-traditional acquisitions, choosing to instead form alliances and partnerships.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Focus Investment Banking

OCTOBER 23, 2023

We know that the formula for valuing high cash-flowing businesses is a multiple applied to profitability, but with lower-margin businesses, it’s likely to be an asset-based valuation comprised of the A/R, inventory and equipment — hopefully with a bump for goodwill. Minimal effort.

Funds 52

Funds S&P Investment Business 52

Focus Investment Banking

APRIL 14, 2024

Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples. Bakery industry challenges remain, and the market is increasingly competitive.

M&A 52

M&A Food Private Equity Manufacturing 52

Software Equity Group

APRIL 4, 2023

Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments. I regularly share insights and trends aimed at boosting valuations and facilitating smoother exits.

Sale 52

Sale Book-building Business M&A 52

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. We will be creating a project timeline template that you can use – please stay tuned for that by subscribing to our blogs and newsletters. Risk Management Every project has risks.

Business 52

Business Sale Broker IT 52

Cooley M&A

JANUARY 25, 2024

The higher interest rates escalated borrowing expenses, making mega-deals (deals valued at $5 billion or more) significantly more expensive, due to their heavy reliance on debt financing, and impacted valuation multiples with higher discount rates.

M&A 52

M&A Mergers and Acquisitions Investment Government 52

Cooley M&A

FEBRUARY 1, 2024

Private equity slowed but not stopped by financing environment Despite record amounts of dry powder accumulating for sponsors, high financing costs, persistent valuation gaps and a closed tech IPO market led to a significant decrease in private equity M&A activity in 2023. Despite some isolated bright spots – such as Thoma Bravo’s $10.7

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 22, 2021

Fortunately, in May 2020, the SEC adopted amendments to the financial disclosure requirements that alleviated some of the burden for public company buyers in those transactions by permitting the use of abbreviated financial statements without the need to seek exemptive relief, as discussed in more detail in our previous blog post.

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Cooley M&A

JANUARY 25, 2023

However, deal activity fizzled in the second half of 2022, as high inflation, aggressive anti-inflation monetary policies, geopolitical instability, assertive antitrust regulators and tightening financing markets depressed target valuations, reduced strategic acquirer confidence and sidelined private equity sponsor buyers. trillion. [2]

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Sun Acquisitions

APRIL 15, 2025

Maintenance logs for equipment also helps you justify your valuation while reassuring buyers they wont be on the hook for a massive repair or replacement right after signing the contract. What Specifically Affects Valuations in the Paving Business? it also attracts interest.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Focus Investment Banking

NOVEMBER 18, 2024

.* *FOCUS research I suspect we would have already seen several of these exits were it not for various factors including high valuation targets relative to market demand. Alternative Solutions: I would expect to see other alternative options used by certain platforms to extend their hold periods.

Private Equity 52

Private Equity Equities IPO Valuation 52

Focus Investment Banking

DECEMBER 20, 2024

While questions around the ultimate buyers of these organizations have been building, the sale of RCA, the largest retina practice portfolio in the U.S., And many of their existing owners will pursue acquisition opportunities in the interim to grow before a sale and hopefully achieve a higher exit valuation.

Private Equity 52

Private Equity Healthcare Equities Sale 52

Focus Investment Banking

FEBRUARY 11, 2025

Overcoming Marketplace Uncertainty Rising interest rates introduced a difficult environment for private equity recapitalizations (where private equity groups sell a portfolio company to another buyer), so few of the older PE-backed ophthalmology organizations traded hands over the last few years.

Private Equity 52

Private Equity Healthcare Equities Medical 52

Sun Acquisitions

MARCH 10, 2025

With that in mind, lets walk through what you need to know, and go beyond the obvious factors to consider some of the more nuanced considerations that can affect your valuation. Gaps in your client portfolio should also be considered. Yet a perfect exit often comes down to three things: Preparation, timing and execution.

Food 58

Food Business Broker Sale 58

Cooley M&A

FEBRUARY 15, 2017

Over the next few days, we will run a series of Cooley M&A blog posts with some brief observations that offer some M&A highlights over the past year and our thoughts for the year to come. We are seeing funds increasingly fundraising for tech plays and are acquiring the needed sector expertise to build their tech portfolios.

M&A 40

M&A IPO Pharmaceutical Valuation 40

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64