Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

Investment 52

Investment Book-building Sale Business 52

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del. 14, 2019).

S&P 52

S&P Corporation Funds Acquisitions 52

Sun Acquisitions

OCTOBER 13, 2023

By comparing key financial metrics such as price-to-earnings (P/E) ratios, price-to-sales (P/S) ratios, and price-to-book (P/B) ratios, analysts can estimate the target company’s value. This approach involves analyzing the fair market value of the target company’s assets and liabilities.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Francine Way

JULY 11, 2017

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

Valuation M&A DCF Financial Statement 130

Francine Way

JUNE 22, 2020

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 52

S&P Sale Management IT 52

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del. 14, 2019).

S&P 40

S&P Corporation Funds Acquisitions 40

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. In the broader context, businesses must ensure their books are not just insightful but also transparent.

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. They didn't have a debtor book.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Sun Acquisitions

NOVEMBER 17, 2023

It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions. It uncovers any hidden risks or opportunities, allowing parties to assess the target company’s financial health. The net asset value represents the company’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 40

S&P Sale Management IT 40

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. Some IB natural resource groups could potentially work, but if you want to be a trader, you’re still much better off starting in S&T. As a Trader, you might get another base salary bump and a small percentage of your P&L.

Funds 119

Funds Finance Finance Trading 119

Successful Acquisitions

SEPTEMBER 11, 2023

It’s a balance where numbers meet intuition, and neither aspect should be ignored. Purposes of Valuation Before diving into the nuts and bolts of valuation, it’s crucial to understand its purposes. However, other scenarios, like liquidation, replacement cost, or book value, demand entirely different approaches.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit.

Management 100

Management S&P Acquisitions Business 100

How2Exit

MARCH 23, 2023

Joe has written a best-selling book, The Ex-Entrepreneur's Playbook, to help online business owners get the maximum value and the best deal structure when they seek their own incredible exit. When it comes to financials, having accurate and up-to-date books is essential. Transferability is also key. Transferability is also key.

M&A 130

M&A Business Book-building Sale 130

How2Exit

MARCH 13, 2023

Additionally, he emphasizes the importance of having books and records in order, as well as having a team that can run the business without the founder. One way to ensure that the client is getting the best results from their marketing efforts is to focus on the entire P&L of the company.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions IT 130

Wall Street Mojo

JANUARY 15, 2024

This indicator was introduced by Tushar Chande and Stanley Kroll, two Canadian bankers, and technical analysts ; they first mentioned it in the book The New Technical Trader: Boost Your Profit by Plugging into the Latest Indicators , which came out in 1994. The indicator can be used in stocks , currencies, derivatives , and commodities.

S&P 52

S&P IT Investors Investment 52

The TRADE

SEPTEMBER 12, 2024

Please contact Patrick Wright at patrick.wright@thetradenews.com for sponsorship opportunities or to book a table for Leaders in Trading New York. Winners will be announced on 19 November at Leaders in Trading New York. The post The TRADE announces Leaders in Trading New York awards shortlists appeared first on The TRADE.

Trading 52

Trading Capital Market S&P Capital 52

Wall Street Mojo

JANUARY 15, 2024

The lessee records rental payments as expenses in the books of accounts. Since it is an operating lease accounting, the company will book the lease rentals uniformly over the next twelve months, which is the lease term. Since it is an operating lease, ABC Ltd will book the lease rentals uniformly over the next two years.

Accountant 98

Accountant Financial Modeling Financial Models Valuation 98

Wall Street Mojo

JANUARY 15, 2024

About Loan [P*R*(1+R)^N]/[(1+R)^N-1] Wherein, P is the loan amount R is the rate of interest per annum N is the number of period or frequency wherein loan amount is to be paid Loan Amount (P) The loan Amount $ ROI per annum (R) Rate of Interest per annum % No. How to Calculate?

Education 52

Education S&P Financial Modeling Financial Models 52

The TRADE

AUGUST 4, 2023

Designed in house by Cboe Labs, the new index measures the current day’s expected market volatility of the S&P 500 Index. More recently, Cboe’s European equities exchange launched new sweep order types to bolster liquidity targeting for traders.

Book-building 52

Book-building S&P Equities Trading 52

InvestmentBank.com

JANUARY 14, 2021

One could likely dedicate an entire history book to all that has happened in 2020. WiMi Hologram Cloud (NASDAQ: WIMI ) was the first IPO after the S&P 500, NASDAQ, NYSE and Dow Jones Industrial Average reached their respective 52-week lows on March 20, 2020, but this proved only the beginning of IPOs in the Covid-era portion of 2020 [14].

Capital 40

Capital IPO S&P Hospitality 40

The TRADE

OCTOBER 9, 2024

Markets are constantly challenging and that’s the key aspect to our role.” One of the newer members to the Ninety One team is Liam Hagan – formerly recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2023. Markets have been tricky. Show me a time when they haven’t,” asserts Gibson.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Wall Street Mojo

JANUARY 15, 2024

Data can be anything like sales ledger Sales Ledger A sales ledger is a ledger entry that records any sale in the book of records, even if the payment is received or not yet received. Where manually prepared books of accounts cannot be carried easily, AIS data can be. #4 It is also known as MB or M0. read more , etc. #3

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

How2Exit

MARCH 12, 2023

This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business. Having the right documents in place, such as an operating agreement, P&Ls, meeting minutes, and resolutions, can make the process of selling the business much smoother and easier.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Francine Way

JULY 12, 2017

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). The current value of non-operating assets on the target’s book is typically its cash on the balance sheet.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Mergers and Inquisitions

MAY 24, 2023

If you’re working at a special situations fund, you could trade this deal in many ways: Long Jacobs and Short CMS – You believe the company is correct about the deal’s benefits, but you think CMS is overvalued at 11.5x Other well-known funds with a broad event-driven focus include Davidson Kempner, Farallon, HG Vora, Luxor, Canyon, P.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Razorpay

OCTOBER 3, 2024

Payments operations are processes for managing a business’s entire lifecycle of money movement. 3) Payment Capture Payment capture is when the fund is taken from the customer’s account. 5) Optimise Settlement Optimising settlement processes i s crucial for improving cash flow and reducing risk exposure.

Bank 52

Bank Banking Business Accountant 52

Razorpay

SEPTEMBER 23, 2024

The p ayment processor handles this conversion before settling the transaction with your bank, the foreign transaction fee is applied accordingly. International Travel Booking or paying for services with international companies, including tickets from non-Indian airlines, incurs foreign transaction fees.

IT 40

IT Bank Banking Accountant 40

Mergers and Inquisitions

AUGUST 14, 2024

billion in annualized Generative AI bookings vs. OpenAI’s annualized recurring revenue of $3.4 But as of 2024, Big Tech is essentially driving the entire S&P 500 and has had incredible revenue growth over the past ~15 years (Google grew over 10x, and Facebook grew by over 100x).

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

The TRADE

OCTOBER 24, 2024

Central limit order book (CLOB) While it is easy to romanticise the sheer graft that went into trading a few decades ago, the introduction of central limit order books (CLOBs) and streamed pricing were much-needed innovations. They’re an alternative venue to the lit order books hosted by exchanges.

Trading 120

Trading Investors IT S&P 120

Mergers and Inquisitions

OCTOBER 2, 2024

One of the characters mis-books a currency trade , which results in her desk losing $40K. Mis-booking FX trades is quite common because you can quote each transaction in two ways (ex: USD/GBP or GBP/USD), so this mistake is realistic. Mis-booking a trade is not the issue; lying about it and threatening full-timers is the problem.

Investment Banking 102

Investment Banking Bank Banking Investment 102

The TRADE

OCTOBER 18, 2023

Developed by the firm’s in-house innovation hub, Cboe Labs, the VIX1D Index measure the expected volatility of the S&P 500 Index over the current trading day. The trading venue also launched its Cboe 1-Day Volatility Index (VIX1D) in April, which seeks to measure single trading day volatility.

Trading 59

Trading Stock Retail IT 59

Mergers and Inquisitions

APRIL 19, 2023

The metals & mining team’s classification varies based on the bank. To value it, we build a standard DCF based on production volumes, CapEx to drive capacity, and assumed steel prices: The valuation multiples are also standard (TEV / Revenue, TEV / EBITDA, and P / E). Most of the differences emerge on the mining side.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

FEBRUARY 3, 2025

The exchange also currently offers a 24/5 trading model in its proprietary S&P 500 Index (SPX) options, and Cboe Volatility Index (VIX) options and futures markets, as well as a 24-hour five day a week model for its global FX markets. Read more – Are we on our way to 24/7 trading in equities?

Equities 81

Equities Trading S&P Stock 81

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

M&A 52

M&A S&P Valuation Accountant 52

Focus Investment Banking

MARCH 17, 2025

David Dart: Well, well, there’s a couple of really important elements that we’re driving here at Caliber Number one, our technician apprentice program. So that’s a really critically important talent development function that we have. Cole Strandberg: Let’s do both. I think that’s insanely important.

S&P 52

S&P IT Management M&A 52