article thumbnail

M&A Blog #24 - Merger Relative Valuation

Francine Way

It has been roughly three years since my last blog post at the completion of my fellowship. To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Time certainly did fly by when one was having fun.

Valuation 130
article thumbnail

M&A Blog #15 – valuation (tools and data preparation)

Francine Way

Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. Inexpensive Excel-plugin simulator such as @RISK are available for download online.

Valuation 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

M&A Blog #12 – sell-side acquisition (preparation)

Francine Way

Regardless of the base reason(s), the current owners and management of a company looking for a new owner should seek to: Maximize return on investment for current owners. Shareholders conflict: Differing risk tolerances, liquidity needs, and strategic views may drive shareholders and investors to put a company up for sale.

M&A 130
article thumbnail

M&A Blog #16 – valuation (Discounted Cash Flow)

Francine Way

A mature company that has been around forever (think S&P 500 companies) would be well forecasted using a 1-stage growth model (when there is only one growth rate for the entire forecast horizon). If a company has only been around for less than 10 years, I prefer a shorter forecast horizon.

article thumbnail

Antitrust: Are Buyers & Sellers Adjusting to the Regulatory “New Normal”?

Deal Lawyers

A recent S&P Market Intelligence blog says that the first quarter of 2024 may see the highest number of big deal announcements in two years.

S&P 113
article thumbnail

Board of Directors Shareholders' Monthly / Quarterly Report

Francine Way

In this blog post, I will cover what a monthly / quarterly shareholder report would look like at a private mid-size company. The Financial Update section typically starts with the presentation of the consolidated P/L (or income statement). Specifically, which project(s) are on target, behind schedule, and over budget.

S&P 130
article thumbnail

So you want to pursue a role in Growth?

OfficeHours

She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M. Ross School of Business and her master’s degree from Harvard Business School. How has your role as an investor helped you succeed personally and professionally?

Equities 130