OfficeHours

JUNE 12, 2023

At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional. To do so, you can either get experience at your job or supplement it by taking relevant courses or certifications on LBO modeling, valuation techniques, and general investment analysis.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

JANUARY 24, 2024

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. multiple of invested capital in this deal?

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. rn The company has a capital investment arm, facilitating deals and providing opportunities for passive small business investing.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

OfficeHours

JANUARY 26, 2024

That hadn’t previously been the case since 2009 and highlights how falling valuations and tighter credit markets have forced firms to keep assets for longer than typical five-year investment cycles. Private equity players have to face reality at some point,” said Per Franzen, head of private capital for Europe and North America at EQT AB.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. The projections should be optimistic yet achievable.

Capital Raising 40

Capital Raising Capital Debt Finance 40

Cooley M&A

JANUARY 9, 2023

The two-day event featured panel discussions on a range of topics, including emerging trends in M&A and capital markets, Delaware corporate jurisprudence, key boardroom strategy and governance best practices. Cooley partners Jamie Leigh and Steve Tonsfeldt co-hosted the event with professor Stavros Gadinis of Berkeley Law.

Government 52

Government Corporation Book-building M&A 52

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” And the impact on the banking industry , venture capital, and startups. But the U.S.

Bank 123

Bank Banking Funds Government 123

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. Overall, 2021 appears to be headed for a significant surge in deal activity at strong valuations.

Middle Market 52

Middle Market Private Equity Equities M&A 52

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. One such strategy that stands out is the systematic acquisition and repurposing of business-owned real estate to capitalize on its full value.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

Wizenius

MAY 4, 2023

Venture Capital (VC) Term Sheet: In a venture capital deal, a term sheet might include the following key terms: The amount of funding being offered by the VC firm The valuation of the company (i.e.

Investment Banking 52

Investment Banking Investment Bank Banking 52

iMerge Advisors

APRIL 8, 2025

A Complete Guide for Founders For many software founders, selling the company is the most significant financial event of their lives. Your answers will shape the deal structure, buyer pool, and valuation expectations. These are critical for SaaS valuations. Often used to bridge valuation gaps. Timing also matters.

M&A 40

M&A Valuation Private Equity Advisory 40

PCO M&A Specialists

DECEMBER 15, 2021

As I write this article, I’m watching shares of Terminix in real time at $43.86, significantly below the $55 valuation but up $6.44 An acquisition of this size takes up human capital and financial resources that could distract them from M&A activities. Where do valuations go from here? times revenue valuation (19.6

Valuation 52

Valuation M&A Private Equity Stock 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Accounting Information System (AIS) (wallstreetmojo.com) In simple words, it is a system to collect and store all information related to financial transactions and events so that they can be retrieved for decision making by the internal management, accounts, CFOs, auditors, etc.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Tyton Partners

APRIL 1, 2024

The Tyton community was thrilled to host Cole and Toby as they discussed their respective organizations’ roles and experiences within the sports and education ecosystem, the impact recent capital markets activities have made in this space, and how they imagine this section of the market may evolve in 2024 and beyond.

Education 52

Education Recruitment Private Equity Investors 52

Mergers and Inquisitions

MARCH 22, 2023

But a spin-off, divestiture, restructuring, or another major event is likely.” I made the same mistake the regulators did: ignoring shifts in the Credit Suisse deposit and cash base because its regulatory capital ratios looked “fine.” ” So, what happened? with flying colors !

Bank 98

Bank Banking Government Investment Banking 98

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA. down, it happens.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Mergers and Inquisitions

AUGUST 16, 2023

RMB vs. USD: Does the firm raise capital in China’s currency (the RMB), or does it raise USD from Limited Partners overseas? You could add a few other names to this list, such as Xiaomi (its PE arm), Huaxing, and BA Capital for RMB funds, and Macquarie and Bain in the USD funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Deal Structure Asset sales vs. stock sales, earn-outs, rollover equity, and working capital adjustments all add complexity.

IT 40

IT M&A Valuation Advisory 40

Growth Business

JUNE 1, 2023

It is a form of equity funding that precedes venture capital and private equity. It is the third biggest investor type into UK start-ups, after crowdfunding, venture capital & private equity, according to research group Beauhurst. You can also view a list of upcoming angel events via the UKBAA, here.

Investment 52

Investment Business Investors Funds 52

iMerge Advisors

APRIL 14, 2025

Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Capital Gains Tax: If you sold equity, the gain is typically taxed as a long-term capital gain (assuming you held the shares for more than a year).

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

GillAgency

OCTOBER 18, 2023

Non-Recurring Expenses: Expenses related to one-time events, such as legal settlements or restructuring costs, can be added back to present a more accurate ongoing operational picture. Depreciation and Amortization: These are non-cash expenses that represent the allocation of past capital expenditures.

M&A 52

M&A Accountant Entertainment Acquisitions 52

Bronte Capital

MAY 21, 2021

John Extract F ollowing the allegations made public by Viceroy Research LLC, Wilmington, Delaware, USA, in the role of a short seller in September 2020, GRENKE AG’s financial reporting as at the immediately subsequent reporting date has a particularly indicative effect from the perspective of the capital market and other key stakeholders.

Financial Statement 100

Financial Statement Management Accountant Risk Assessment 100

Software Equity Group

AUGUST 24, 2023

Recapitalization is a process of restructuring a company’s debt and equity mix, also known as its capital structure. In practice, this often involves issuing new shares of common or preferred stock to raise additional capital and may involve existing shareholders selling their shares.

Debt 52

Debt Equities M&A Investors 52

Focus Investment Banking

JANUARY 28, 2024

In the event of a sale, would it be you who is receiving liquidity—or are you the one providing it? If you have a benevolent founder, one who is willing to defer payments for the value of their equity over time, then you may be able to transfer ownership without outside capital. Are you the owner of a Professional Services firm?

Professional Services 52

Professional Services Sale Private Equity Debt 52

Sica Fletcher

JULY 1, 2020

The answer relates to private equity and the availability of capital to fund acquisitions and the need to deploy this capital. This was the fourth year in a row fundraising surpassed half a trillion dollars, with 2017, 2018, and 2019 recording the highest amounts of capital raised in history.

Private Equity 52

Private Equity Insurance Debt Equities 52

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

How2Exit

MARCH 6, 2023

To capitalize on this potential, Gia and Eric have identified a few key criteria. With the right criteria and partners, they can capitalize on this potential and create a successful roll up. With the right criteria and partners, they can capitalize on this potential and create a successful roll up.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

M&A Leadership Council

DECEMBER 24, 2021

Event Dates: 2022-06-28T09:00:00-05:00 to 2022-06-28T12:30:00-05:00 2022-06-29T09:00:00-05:00 to 2022-06-29T12:30:00-05:00 2022-06-30T09:00:00-05:00 to 2022-06-30T12:30:00-05:00 Location: Online. Our events are held on the Zoom platform. Groups of 3 or more (from same company, attending same event). Register Now. You save $450.

M&A 52

M&A Corporation Management Accountant 52

M&A Leadership Council

DECEMBER 24, 2021

Event Dates: 2022-05-24T09:00:00-05:00 to 2022-05-24T12:30:00-05:00 2022-05-25T09:00:00-05:00 to 2022-05-25T12:30:00-05:00 2022-05-26T09:00:00-05:00 to 2022-05-26T12:30:00-05:00 Location: Online. Our events are held on the Zoom platform. Groups of 3 or more (from same company, attending same event). Register Now. You save $450.

M&A 52

M&A Corporation Management Accountant 52

Intrepid Banker Insights

NOVEMBER 2, 2022

I had a particularly cool experience showcasing the art of the elevator pitch to a crowd of 600 people who showed great enthusiasm and energy despite it being the last day of the event. The idea of staying in one’s comfort zone has taken on new meaning over the past 2.5

Business 52

Business Asset Management IT Investment 52

Focus Investment Banking

AUGUST 6, 2023

Moreover, “a strong ESG proposition can enhance investment returns by allocating capital to more promising and more sustainable opportunities.” Companies that can demonstrate strong ESG programs are more likely to command greater valuations when it comes to a sale.

Middle Market 52

Middle Market Business Government Profitability 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. An M&A advisor is an authority on valuation norms within your industry.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

SDR Ventures

AUGUST 24, 2022

The questions and discussion framework were provided by a curated group of business owners and operators participating in a variety of industries including Media, IT, Technology, Industrials, Biomedical and Events & Catering. Life comes at you fast, and the ideal scenario and picture-perfect timeline rarely presents itself.

M&A 52

M&A Capital Raising Investment Banking Business 52

Cooley M&A

OCTOBER 29, 2020

Valuation Certainty. Perhaps the greatest benefit of going public via a SPAC as opposed to an IPO is that the target’s shareholders are able to attain greater certainty regarding valuation, and more quickly. On September 24, Cooley M&A partner, Garth Osterman, moderated a webinar on the current trend in going public: SPACs!

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Growth Business

MAY 31, 2023

Who knows, it’s from events like these that the next UK unicorn could be made. How is it different to venture capital funding? Members look to invest in companies with a pre-money valuation of £1m and £5m looking to raise between £250,000 and £5m. Think of them like your start-up’s guardian angels. Sector agnostic.

Investment 96

Investment Investors Funds Business 96