Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. 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.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. For private equity (PE) groups, these rates determine the cost of capital, which is essential for their investment strategies.

Private Equity 52

Private Equity Valuation Equities Business 52

How2Exit

FEBRUARY 24, 2023

He has had the honor of serving as president and CEO of three national private equity-backed service companies over the past 21 years. The private equity world has changed drastically since Adam first started. Adam was recruited to join this industry and he was initially unfamiliar with the concept of private equity.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? and (4) support long-term business strategy.

M&A 130

M&A Acquisitions Consulting Capital 130

The Deal

JULY 20, 2023

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners managing director Connor Mitchell dives into the world of staffing and consulting M&A, which saw record transaction volumes and valuations last year.

Consulting 52

Consulting M&A Private Equity Investors 52

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Explore the role of private equity now. Currently, inflation in the U.S.

Investors 130

Investors Private Equity Equities Debt 130

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.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

Focus Investment Banking

JANUARY 18, 2024

And will that mean that some of the privately held management consulting firms or other professional services companies will choose an IPO this year? There are only a few publicly traded companies in specialty consulting. FTI Consulting and CRA International (Charles River Associates) initially come to mind.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Solganick & Co.

DECEMBER 20, 2024

Focus on Data Analytics and AI: Increased M&A activity in the data analytics sector, particularly around emerging technologies like generative AI and data analytics software and consulting services. Cybersecurity Concerns: The increasing complexity of cybersecurity threats is leading to consolidation in the cybersecurity sector.

M&A 52

M&A IT Mergers and Acquisitions Valuation 52

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may have more options in certain groups, such as Treasury.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. In this post, we’re going to address what these are, some of the challenges to expect, how to sell the equity, and who to sell it to. Selling equity – the good, the bad, the ugly.

Equities 52

Equities Business Broker Investors 52

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

How2Exit

MARCH 24, 2023

Concept 3: Equity in Exchange For Value Equity in exchange for value is a concept that has become increasingly popular in recent years. Instead, they offer a portion of their company to the consultant in exchange for their services. Instead, they offer a portion of their company to the consultant in exchange for their services.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

How2Exit

OCTOBER 2, 2023

Barnett is a small business expert, consultant, and author. Barnett, a renowned small business expert, consultant, and author, tackles the complex issue of risk assessment in buying a business versus staying in a salaried job. rn Valuation Insights: What's a Business Worth? rn About The Speaker: rn David C.

Business 130

Business Acquisitions M&A Finance 130

How2Exit

JUNE 10, 2024

Senator and transitioned into the financial sector with Ernst and Young in their consulting group. Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. Michael holds a CPA and an MBA from George Washington University.

Investment Banking 100

Investment Banking Business Investment Banking 100

OfficeHours

JULY 4, 2023

Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.

Sale 130

Sale Private Equity Recruitment Equities 130

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He eventually sold part of the business to private equity, a decision that taught him valuable lessons about corporate governance and the importance of choosing the right partners.

Healthcare 147

Healthcare Investment M&A Business 147

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies. CSI is a leader in the sourcing and distribution of engineered component parts and assemblies serving OEM’s and is based in Charlotte, NC.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance. investment banking, private equity , VC, etc.) and how our process works.

Investment 147

Investment Investment Banking Finance Finance 147

Software Equity Group

MARCH 18, 2024

Software Equity Group’s expertise becomes invaluable for those whose exit strategy involves seeking majority investment or strategic sale. Finally, our network goes beyond buyers and investors to include other professionals, such as legal advisors, accountants, and consultants, who provide support and ensure a smooth transition.

Equities 52

Equities M&A Negotiation Investors 52

Growth Business

JULY 19, 2023

The world started with a bang, your pitch should too – The world started with a big bang, your pitch should too, says corporate storyteller and pitch consultant Donna Griffit Which VC? Alongside raise amount and dilution is the all-important valuation. On valuation, there’s one golden piece of advice: never suggest one to a VC.

Capital 98

Capital Valuation Funds Business 98

Solganick & Co.

FEBRUARY 15, 2023

This report analyzes current industry subsectors including application partners, public cloud partners, data analytics consulting, cybersecurity services, managed services providers (MSPs), and software development services providers.

M&A 52

M&A Middle Market Valuation Consulting 52

Lake Country Advisors

OCTOBER 31, 2024

Key Considerations Before Buying In: Equity and Ownership : Determine what percentage of the business you’re acquiring, as it will influence your role in decision-making, profit distribution, and overall control within the company. Ensure equity contributions—whether monetary or through expertise—are accurately reflected.

Business 52

Business Profitability Debt Shares 52

OfficeHours

JULY 11, 2023

If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. Yes, for sure Maybe, depends on the opportunities Probably not Check Out All Our Blog Posts Why Do Consultants Perform Better Than Investment Bankers In PE Interviews?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Equiteq

DECEMBER 7, 2023

Here are 5 key takeaways: Amid dynamic macroeconomic conditions, sectors within the knowledge economy have shown stability, with technology and consulting services experiencing heightened demand. Investors will continue to prioritize cash flows, shifting valuation perspectives from revenue to EBITDA multiples for the next 12-24 months.

Consulting 52

Consulting Investors Valuation Management 52

How2Exit

MAY 20, 2024

Carl has a storied background, including work with giants like GE and Hewlett Packard, and an impressive stint in private equity. He actively invests in and funds student deals through his private equity fund. Wealth managers are not trained in the art of business valuation." rn rn rn "My wealth managers valued my business.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Solganick & Co.

APRIL 24, 2024

The report covers subsectors including systems integrators/application partners, cloud computing, cybersecurity, data analytics, MSPs, and software development services and IT consulting companies. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

M&A Leadership Council

SEPTEMBER 17, 2022

Jim Jeffries Founder, M&A Leadership Council Jim Jeffries has been leading national and international consulting companies, private equity and M&A (mergers and acquisitions) for 30 years. During that time, he completed three corporate turnarounds.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Consulting Private Equity 52

Focus Investment Banking

MARCH 17, 2024

But do earnouts consistently bridge the gap between buyers and sellers in Consulting and Professional Services deals? In the realm of Consulting businesses, where the primary assets are often intangible—knowledge, relationships, and expertise—maintaining these assets post-acquisition is paramount for buyers.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Solganick & Co.

SEPTEMBER 30, 2022

The highest valuation multiples noted were in healthcare administrative technology, followed by consumer health and revenue cycle management (see chart below for details). Enterprise Value (EV) Multiple by Healthcare IT Sector EV/Revenue Multiple by Industry Sector EV/Rev Administrative Technology 8.6x Consumer Health 3.7x

M&A 52

M&A Healthcare IT Mergers and Acquisitions 52

Wizenius

JUNE 25, 2023

The WACC considers the cost of debt and equity financing and reflects the risk associated with the company's capital structure. Sensitivity Analysis: Perform a sensitivity analysis to understand the impact of different discount rates on the valuation. Adjust the WACC to account for the company's specific risk profile.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking DCF Analysis 52

Solganick & Co.

DECEMBER 21, 2023

Valuation Adjustments, Strategic Optimism : Despite the overall M&A market facing headwinds from inflation and rising interest rates, valuations within the IT services sector have remained relatively stable. Median purchase price multiples for IT services businesses held steady compared to 2022, fluctuating between 10x-12.5x

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. A long/short equity fund could find an undervalued company, like it for reasons A, B, and C, and argue that its price will increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52