How2Exit

NOVEMBER 25, 2024

Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups. Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps.

Business 130

Business Mergers and Acquisitions Finance Finance 130

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation 130

Valuation M&A Mergers and Acquisitions Advisory 130

Francine Way

JUNE 22, 2020

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. Working Capital deficit. Getting this part wrong will yield incorrect synergies that will under/overstate the entire valuation.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

How2Exit

MARCH 10, 2025

Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. The Fastest Way to Exit? One of Richmond’s key insights is the psychology of the seller.

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. However, company valuation isn’t as simple as slapping a price on your business. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

APRIL 15, 2024

b' E203: Scaling to a Billion: Ross Turner on Raising Capital, Building High Performing Teams & More - Watch Here rn rn About the Guest(s): rn Ross Turner is a seasoned digital marketing expert with over 18 years of experience in the industry.

Capital 130

Capital Mergers and Acquisitions Business IT 130

How2Exit

MARCH 5, 2023

8 We learned by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy E2 - Watch here The How to Exit podcast recently interviewed two industry leaders, Brooker Kraft and Ali Taraftar, who have created a company that is addressing a unique market opportunity. Concept 1: Invest in the markets wisely.

Business 130

Business Capital Negotiation Debt 130

TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. And those rosy prospects attracted major backers like Madrone Capital Partners, DNX Ventures and Ridge Ventures. But evidently, business sagged somewhere down the line. billion to just $6.7

Finance 243

Finance Finance IPO Debt 243

How2Exit

NOVEMBER 18, 2024

Bringing his storied career into focus, Jordan shares his journey from a budding entrepreneur living with his parents to spearheading a firm that concludes dozens of high-value deals annually. Through shared anecdotes and industry expertise, the episode builds a comprehensive guide to the underpinnings of successful business exits.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

Sun Acquisitions

OCTOBER 4, 2024

Among the most critical factors to consider is the capital gains tax rate. An increase in capital gains taxes can directly and profoundly impact the valuation of M&A transactions. Understanding Capital Gains Taxes Capital gains taxes are levied on the profit realized from the sale of an asset held for more than one year.

Mergers and Acquisitions 59

Mergers and Acquisitions Capital Mergers Acquisitions 59

Sun Acquisitions

NOVEMBER 26, 2024

VDRs offer secure, cloud-based platforms for storing and sharing vast documents. Cloud-based collaboration platforms have emerged as a game-changer, enabling seamless communication and information sharing between internal and external stakeholders, regardless of location.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Acers mentions, "Change the frame. Acers mentions, "Change the frame.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

TechCrunch: M&A

MAY 31, 2023

million in capital from the likes of Sequoia and Kleiner Perkins. The co-founders declined to share if all seven employees would be joining Stripe. billion at a $50 billion valuation after being valued at $95 billion in March of 2021. Okay had seven employees prior to the acquisition.

Engineering 251

Engineering IPO Acquisitions IT 251

Global Newswire by Notified: M&A

DECEMBER 15, 2023

(“Buyer” or “Parent”), pursuant to which Parent will acquire all of the outstanding shares of Common Stock of the Company (the “Common Stock”), for $9.80 per share in cash (the “Merger Consideration”), which represents a total transaction value of approximately $450 million.

Corporation 89

Corporation Acquisitions Mergers Stock 89

TechCrunch: M&A

MAY 8, 2023

After raising $100 million at a valuation of over $2 billion last year, the Australian ed-tech startup Go1 is making an acquisition and getting some investment to expand its reach and technology to serve the market of corporate online learning. Blinkist’s last valuation was $160 million in 2018 , when it raised $18.8

Book-building 266

Book-building Funds IT Media 266

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations. But outside of those, its status is murkier.

Valuation 64

Valuation DCF Debt Financial Models 64

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash).

Private Equity 105

Private Equity Equities Capital Portfolio 105

Growth Business

OCTOBER 25, 2024

This decision is critical and often complex, requiring a delicate balance between securing the necessary capital while retaining future financial benefits and operational control. The stake will depend directly on the amount you want to raise compared to your business’s total valuation.

Equities 98

Equities Investment Private Equity Valuation 98

Wall Street Mojo

JANUARY 17, 2024

What Is Revenue Sharing? Revenue sharing is a distribution model used by organizations. Article Link to be Hyperlinked For eg: Source: Revenue Sharing (wallstreetmojo.com) Primarily revenue distribution is a firm sharing its success with everyone—especially stakeholders. Table of contents What Is Revenue Sharing?

Shares 52

Shares Financial Modeling Financial Models Profitability 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk. Categories of Venture Capital Interview Questions I would split VC interview questions into 6 main categories. Venture Capital Interview Questions: Fit / Background Q: Walk me through your resume.

Capital 59

Capital Valuation Investment Portfolio 59

OfficeHours

MAY 19, 2023

If you’ve ever thought that Buyside might be for you — whether it be Growth Equity, Private Equity, Hedge Funds, Corporate Development, Venture Capital, etc. A Few Reads to Digest Valuation Simplified: How Discounted Cash Flow Modeling Drives Financial Analysis Harness Discounted Cash Flow (DCF) modeling for financial analysis.

Discounted Cash Flow 130

Discounted Cash Flow Financial Analysis Accountant DCF 130

Software Equity Group

OCTOBER 22, 2024

The difference pays off in higher valuations: Companies that can retain and grow within their customer bases, particularly in the face of a recession, are rewarded with higher multiples. In this article, we will explore NRR in depth, examining its role in public software companies and sharing takeaways for leaders and executives.

Valuation 52

Valuation Investors IT Management 52

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. new shares get created). multiple and 30% IRR?

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Growth Business

JULY 17, 2024

Typically they take a share in the business in return for their investment, and because of this tend to take more interest in the business, often using their experience and expertise to enhance the success of the concern they have invested in. More on venture capital backing How do you know it’s time to raise venture capital?

Funds 97

Funds Business Finance Finance 97

Focus Investment Banking

MARCH 10, 2025

If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. Why It Matters: Healthy working capital keeps the business running smoothly day-to-day. These are called addbacks, and are extremely important to valuation. You can read more here: [link] 6.

Investment 52

Investment Book-building Sale Business 52

Wall Street Mojo

JANUARY 17, 2024

The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt. read more.

Securities 98

Securities Investors Shares Stock 98

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). A mismatch here will decrease the chances of successfully raising capital.

Finance 110

Finance Finance Equities Business 110

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking? Do you learn anything?

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Growth Business

JULY 26, 2023

Between these funding rounds there’s typically a three-times change in valuation. “In In the early stages, [the valuation is] driven by the team, product and market; in the later stages it is driven by revenue numbers,” Kanji explains. Angels can provide the capital, direction and contacts to help the business grow to the next stage.

Funds 97

Funds Business Capital Investors 97

Mergers and Inquisitions

JULY 12, 2023

but the venture capital case study remains a bit mysterious. We’ll go through a short example for a fictional startup called PitchBookGPT , which comes directly from our new Venture Capital & Growth Equity Modeling course. If not, what about something like 10 – 20x, for a $200 – $400 million valuation?”

Capital 52

Capital Valuation Boutique Bank 52

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. Whether you're preparing for a full exit or exploring growth capital, understanding how to craft a compelling CIM is critical to a successful outcome.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Tyton Partners

NOVEMBER 28, 2023

Tyton Partners interviewed Eva Yazhari, General Parter at Beyond Capital Ventures What is your company’s origin story? Beyond Capital Ventures is a trailblazing, women-led venture fund committed to making a transformative impact in emerging markets. In 2014-2015, we decided to take our impact to the next level.

Capital 59

Capital Funds Investment Portfolio 59

Wizenius

APRIL 8, 2023

Equity Value (today) = Equity Value at end of forecast period/ (1+Target rate of Return)^n 4) Because this is the valuation of the start-up before the VC invests his/her money in the business it is known as Pre-Money Valuation of the start-up 5) VC investors receive an equity share of the business in exchange for their investments.

DCF 52

DCF Valuation Equities Public Trading 52

OfficeHours

JUNE 12, 2023

Additionally, you are financially incentivized to work in private equity as firms have carried interest in the funds and share in the profits of their investments alongside the firm’s investors. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

Lake Country Advisors

OCTOBER 31, 2024

It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business 52

Business Profitability Debt Shares 52