Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). OK, But What Was the Catalyst for the Run on Credit Suisse? Klein & Co.

Bank 98

Bank Banking Government Investment Banking 98

Solganick & Co.

FEBRUARY 2, 2024

A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Pay close attention to the multiple being offered.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). Profits are based on the spreads between the cost of the raw materials (iron ore) and the finished products (steel). A recent mining deal , especially if the bank you’re interviewing with advised on it.

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

APRIL 29, 2024

rn rn rn There's an expected decrease in multiples and buyer activity in today's market, affecting business valuations. rn Evolution of Search Algorithms: rn The rise of AI also brings challenges, especially for content-based sites likely to experience diminishing valuations due to changes in search algorithms.

M&A 130

M&A Mergers and Acquisitions Business Sale 130

How2Exit

MAY 6, 2025

Sellers want a safe pair of hands : Beyond valuation, owners care about who will take care of their people, their customers, and their legacy. Today, John and his daughter run Nokomis Advisory Services, where she handles sell-side clients and he handles buyers—delivering boutique investment banking services to the lower middle market.

Book-building 130

Book-building Business M&A Advisory 130