Lake Country Advisors

AUGUST 8, 2024

Precedent Transactions Analysis (PTA) Precedent Transactions Analysis (PTA) is a valuation method that analyzes the prices paid for similar companies in past mergers and acquisitions. Example Scenario: Suppose you want to value a healthcare company, HealthCo, using PTA.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Q: Why growth equity? Q: Why not go into private equity, venture capital, or startups?

Private Equity 59

Private Equity Equities Capital Valuation 59