How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to providing independent third-party valuation services for SBA lenders and individuals.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

NOVEMBER 18, 2024

Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED - Watch Here About the Guest(s): Jordan Wagner is the CEO and founder of the Exit Group, a firm specializing in assisting private equity firms and large corporations in acquiring businesses.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

How2Exit

DECEMBER 2, 2024

Jamie shares his transformative journey from discovering his passion for business after watching "The Thomas Crown Affair" to co-founding Monopoly Capital. Industry Focus : Jamie targets service-based industries, especially those with recurring revenue models, to maximize long-term business valuation.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

How2Exit

NOVEMBER 11, 2023

b' Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses - Watch Here rn rn About The Guest(s): Carl Allen is an entrepreneur, investor, and corporate dealmaker with almost three decades of experience buying and selling businesses.

Business 130

Business Investors Mergers and Acquisitions Shares 130

Chesapeake Corporate Advisors

FEBRUARY 27, 2023

More and more, companies are turning to formal Value Sharing Plans (VSPs) as an alignment tool for leadership and key employees to maintain focus on creating long-term sustainable shareholder value. When designed and implemented with care, Value Sharing Plans can be highly effective for both recruiting and retention.

Shares 52

Shares Valuation Corporation Equities 52

How2Exit

SEPTEMBER 18, 2023

rn Summary: Joshua Catlett shares his entrepreneurial journey in the private healthcare sector, from selling protein powders to building and selling a successful physiotherapy business. rn Valuation and Exit Strategies: Navigating the Sale of a Healthcare Practice rn Valuing and selling a healthcare practice can be a complex process.

Healthcare 147

Healthcare Investment M&A Business 147

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 265

Book-building Funds IT Media 265

Peak Frameworks

SEPTEMBER 19, 2023

In the world of finance and corporate responsibility, two terms frequently arise: "stakeholder" and "shareholder." A shareholder is an individual or entity that owns shares or stock in a corporation. Types of Shareholders: Common Shareholders : These individuals hold common shares, entitling them to voting rights and dividends.

Corporation 52

Corporation Private Equity Mergers and Acquisitions Corporate Finance 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.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

How2Exit

MAY 20, 2024

Carl later transitioned from billion-dollar corporate deals to acquiring and selling smaller businesses, marking a shift towards Main Street M&A. rn Episode Summary: rn In this riveting episode of the How2Exit podcast, guest host David Green warmly welcomes M&A veteran Carl Allen to share his extensive expertise.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

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

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

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

Midaxo

APRIL 24, 2023

In March 2023, the Transaction Advisors Institute (TAI) held their annual San Francisco conference for corporate development and M&A. We were excited to partner with TAI as a sponsor this year to share ideas with attendees on how to elevate dealmaking using modern SaaS technologies for managing their M&A processes.

M&A 130

M&A Mergers and Acquisitions Valuation Corporation 130

Global Newswire by Notified: M&A

SEPTEMBER 19, 2024

19, 2024 (GLOBE NEWSWIRE) -- Battalion Oil Corporation (NYSE American: BATL) (“Battalion” or the “Company”) announced today that it has entered into an amendment to the previously disclosed Agreement and Plan of Merger (as amended, the “Merger Agreement”) with Fury Resources, Inc. Houston, Texas, Sept.

Mergers 40

Mergers Corporation Stock Shares 40

Francine Way

JULY 9, 2017

Typically a CFO, a corporate development director, or in some cases the CEO, would be approached with the acquisition opportunity. Once the preparation (pre-marketing) phase is completed, we enter the significantly less heavy marketing phase. The reason for this is time.

M&A 130

M&A Acquisitions Valuation Sale 130

How2Exit

SEPTEMBER 25, 2023

rn Visit [link] rn rn About the Podcast: rn rn rn The M&A Science Podcast is a go-to platform where seasoned M&A practitioners share invaluable insights and lessons learned. The episode dives into the evolving world of mergers and acquisitions (M&A), offering a nuanced view of corporate development and private equity strategies.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

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. Such securities can either be a bond or preferred shares, which can further be converted to common shares of a company stock.

Securities 98

Securities Investors Shares Financial Models 98

Wall Street Mojo

JANUARY 16, 2024

It usually occurs when the same income is taxed both at corporate as well as at the individual level. Only those who report their net income on Schedule E (Form 1040), get the profit share. S Corporations – They may be any domestic corporation that elect to work as S Corporation. Mr. Agnes is a sole proprietor.

Corporation 98

Corporation Profitability Financial Models Financial Modeling 98

Devensoft

MAY 25, 2023

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. We, at Devensoft, help companies with their end-to-end M&A and have worked with several clients in the corporate sector to navigate this complex process.

Corporation 52

Corporation Mergers Mergers and Acquisitions Acquisitions 52

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. This is where strategic corporate development comes into play. This is where strategic corporate development comes into play.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 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 Valuation 147

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). This makes the buying and selling of shares in your business more practical.

Finance 110

Finance Finance Equities Business 110

How2Exit

JULY 23, 2023

Corporate acquirers have advantages in terms of trust and the ability to execute acquisition strategies. In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Here are the steps to define a company-specific M&A playbook: Establish clear objectives: Clearly define your company’s strategic goals, such as growth, expansion, diversification or increased market share, and how M&A can help achieve those goals.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

SEPTEMBER 9, 2024

He has a strong background in mergers and acquisitions (M&A) from his corporate life, including travel and transactions across Europe. Tune in to explore the fascinating journey of Steve, his approach to valuations, and how he successfully navigated his first acquisition during the tumultuous COVID-19 period.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. These are called addbacks, and are extremely important to valuation. For a successful exit, the answer should usually be Yes.

Investment 52

Investment Book-building Sale Business 52

How2Exit

JULY 29, 2024

Christine rounds out the conversation by sharing her insights on negotiation tactics and how to uncover a business’s value, making this episode a must-listen for aspiring entrepreneurs and seasoned business owners alike. McDannell, a self-proclaimed lover of negotiation and sales, shares her approach learned from years of experience.

Business 130

Business Negotiation Book-building Shares 130

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. The ownership percentage depends on the number of shares they hold against the company's total shares. They are normally found as a line item on the top of the balance sheet asset.

Accountant 98

Accountant Finance Finance Profitability 98

Shearman & Sterling

AUGUST 15, 2017

reversed and remanded an appraisal ruling that had determined the buyout of DFC Global Corporation ("DFC") by private equity investor Lone Star at $9.50 per share significantly undervalued the stock of DFC. per share, 8.4% per share, 8.4% Strine, Jr., DFC Global Corp. Muirfield Value Partners, L.P.,

Discounted Cash Flow 52

Discounted Cash Flow Private Equity Shares Debt 52

How2Exit

FEBRUARY 21, 2023

11 Ideas and thoughts Our Team Learned After Interviewing Larry Kaplan (Click here to watch) E88 Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit crude, you're reading our notes, so.

M&A 130

M&A Stock Business Equities 130

How2Exit

MARCH 24, 2024

rn Key Takeaways: rn rn rn ESOPs serve as a tax-advantaged exit strategy enabling employees to earn shares without direct cost, offering fair market value liquidity for business owners. rn rn rn Notable Quotes: rn rn rn "An ESOP is a qualified retirement plan that allows employees to earn shares in their employer." rn rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

APRIL 15, 2024

rn Episode Summary: rn In this episode, Ross Turner shares his journey from running a successful digital marketing business in the UK to partnering with industry experts in the US to build a billion-dollar enterprise valuation corporation.

Capital 130

Capital Mergers and Acquisitions Business IT 130

Sun Acquisitions

JULY 29, 2022

Increase the company’s market valuation. billion to $15 billion and raised the company’s market valuation from $14 billion to $400 billion. it’s a registered LLC/corporation), it is imperative that you start making attempts to separate divisions. Secondly, conducting the business valuation will be less challenging.

Business 97

Business Profitability Sale Valuation 97

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. Instead, investors become partial owners of the business and share in its profits and losses.

Funds 97

Funds Business Finance Finance 97

Peak Frameworks

OCTOBER 30, 2023

A business structure defines the legal and operational boundaries of the business, stipulating how activities such as governance, taxation, liabilities, and profit-sharing are to be approached. and Europe, largely centered around sole proprietorships, gave way to more complex corporate structures as economies grew and diversified.

Business 52

Business Mergers and Acquisitions Corporation Profitability 52

Wall Street Mojo

JANUARY 15, 2024

Majority Shareholder Meaning Majority Shareholder, also known as a controlling shareholder, is an individual or a corporation that owns the majority of the stock of the company. The minority shareholders do not have control over the company through their voting rights, thereby having a meagre role in the corporate decision-making.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52