Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. They over-complicated the financial model (e.g.,

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

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

PE Hub

JANUARY 25, 2024

Based in West Palm Beach, Florida, Catera will continue to help lead the investment team and focus on structuring, negotiating and advising portfolio companies on debt and equity financings. The post Siris promotes Catera to partner appeared first on PE Hub.

Debt 73

Debt Negotiation Portfolio Finance 73

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. What is a Term Sheet?

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Negotiation Business M&A Valuation 52

How2Exit

APRIL 4, 2023

He explains that when the Small Business Administration (SBA) looks at a business for a loan, they want to make sure that the business can cover its debt service. They do this by giving it a coverage ratio of one dollar and thirty-five cents for every dollar of debt service after certain expenses.

Business 130

Business Management Negotiation Sale 130

RKJ Partners

AUGUST 6, 2017

Capital is generally grouped into three main classifications: Senior Debt, Mezzanine Capital and Equity Capital. Most entrepreneurs are very familiar with senior debt offered by traditional banks. Senior debt is first in seniority and is often secured by collateral in the form of a lien.

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Debt Capital Raising Capital Equities 40

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

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Investors Private Equity Equities Investment 130

Software Equity Group

JUNE 14, 2023

And there may be intense negotiations concerning this number that could delay the closing or impact how much you ultimately take away from the deal. For that reason, it can pay to learn more about NWC, what it might or might not include, and how an M&A advisor can help you negotiate more favorable terms to maximize your proceeds.

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M&A Capital Negotiation Accountant 93

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

RKJ Partners

AUGUST 6, 2017

Making equity dollars last is particularly important since they come at a high price. Although the price is high, these precious equity dollars are often a critical factor in an emerging company's success. There is no question that in today's fundraising environment, capital efficiency is paramount.

Debt 40

Debt Capital Raising Capital Equities 40

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations.

Business 52

Business Profitability Debt Shares 52

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers.

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Debt Finance Finance Private Equity 40

Software Equity Group

JUNE 27, 2023

This concept is called rollover equity and is common for private equity transactions. What is Rollover Equity? The offer of ongoing ownership is known as “rollover equity” because the seller chooses to roll a portion of the sale proceeds back into the company’s new ownership structure. How Does Rollover Equity Work?

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Equities IT Private Equity M&A 52

Global Newswire by Notified: M&A

FEBRUARY 6, 2024

The terms of the agreement are set out in a term sheet signed by both of the parties, and it is anticipated that a definitive agreement regarding the transaction will be negotiated and entered into in due course. TORONTO, Feb. As described in greater detail below, ABR is a related party of the Company.

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Debt Investment Negotiation Equities 45

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

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Private Equity Equities Investment Business 59

Sun Acquisitions

FEBRUARY 28, 2024

Negotiation Skills Negotiation is an art in itself. Be prepared to negotiate favorable terms to your side while ensuring a mutually beneficial outcome. Good negotiation skills can save you money and reduce post-acquisition conflicts. Debt Financing Debt financing involves borrowing money to fund the acquisition.

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Finance Finance Acquisitions Business 59

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. For consultants, equity in exchange for value can be a great way to increase their income and build wealth. By using our skills and experience, we can help others and ourselves reach our goals.

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M&A Business Mergers and Acquisitions Investors 130

Sun Acquisitions

MARCH 6, 2024

Negotiating interest rates, equity stakes, and purchase prices is a delicate process that involves convincing the other party that your terms are reasonable and beneficial. Negotiating Interest Rates Interest rates play a pivotal role in the financing of a business acquisition.

Business 59

Business Securities Acquisitions Negotiation 59

Sun Acquisitions

APRIL 26, 2024

Debt Financing: The Double-Edged Sword Debt financing is a standard route for companies pursuing M&A, offering the allure of leveraging existing assets to fund the transaction. High debt levels can burden the newly formed entity with interest payments, impacting its financial flexibility.

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Mergers and Acquisitions Finance Finance Mergers 59

How2Exit

MAY 15, 2023

Concept 4: Leverage Debt For Multiple Expansion Leveraging debt for multiple expansion is a strategy used by private equity firms to increase their value and profitability. This strategy is used by private equity firms to purchase a platform business, scale it up, and then acquire other ancillary businesses in the same industry.

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M&A Mergers and Acquisitions Private Equity Business 130

Growth Business

JULY 17, 2024

Venture capitalists Venture capital is finance provided for an equity stake in a potentially high growth company, and is behind some of the best know and most innovative businesses in the UK such as Pizza Express, Centre Parcs, Odeon, UCI cinemas and Spotify. More on venture capital backing How do you know it’s time to raise venture capital?

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Funds Business Finance Finance 97

Sun Acquisitions

OCTOBER 21, 2024

Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions. In exchange for an equity stake in the company, private equity investors provide capital to fund acquisitions and support growth initiatives.

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M&A Finance Finance Business 59

How2Exit

JULY 3, 2023

They act as intermediaries between buyers and sellers, helping to facilitate negotiations, conduct due diligence, and ensure a smooth transition. Whether it is in a specific industry or as a generalist, a skilled advisor can provide valuable insights, facilitate negotiations, and ensure a successful outcome.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Focus Investment Banking

MARCH 17, 2024

Earnouts in M&A deal negotiations are a vital tool, offering sellers of fast-growing companies potential extra compensation and providing buyers with a risk-reduction method. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

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Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Cooley M&A

JULY 28, 2022

In the US, it is common to adjust the purchase price for cash, any excess or deficit of net working capital relative to a required level of net working capital, unpaid debt, and unpaid transaction expenses of the target business as of the closing, with an adjustment done at closing based on estimates and followed by a post-closing true-up.

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M&A Debt Accountant Business 59

Wizenius

MAY 4, 2023

It serves as a starting point for negotiations and helps both parties understand the structure of the proposed transaction. As such, it is subject to change and revision during the negotiation process, and the final agreement may differ in some respects from the original term sheet. Thanks, , Pratik S

Investment Banking 52

Investment Banking Investment Bank Banking 52

The TRADE

OCTOBER 2, 2023

Virtu’s Triton Valor EMS provides us with a single view that brings together all our workflows including electronic RFQs, automated execution, and negotiated trading and provides us with tools to aggregate real-time feeds, liquidity sources and valuable pre-trade analytics to make trading decisions faster and with confidence.

Asset Management 59

Asset Management Trading Electronics Management 59

How2Exit

AUGUST 8, 2023

The funds generated from the sale can be used to finance the M&A transaction, invest in growth opportunities, or pay down debt. This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

Sica Fletcher

JULY 31, 2024

In addition to the high cost of debt interfering with their bottom line, they also have to contend with a buyer pool that’s larger than ever before , with 50+ buyers in the current pool where there used to be ~5. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

M&A 52

M&A Insurance Debt Equities 52

Wizenius

JUNE 21, 2023

Equity Investment: Seek equity investment from reputable investors with experience in the renewable energy sector and who are comfortable with regulatory uncertainties. Debt Financing: Explore options for debt financing, such as loans from local or international banks, multilateral development banks, or export credit agencies.

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Finance Finance Debt Government 52

Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. Determine the mix of debt and equity required to finance the deal.

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Debt Private Equity Mergers and Acquisitions Investment 52

Focus Investment Banking

DECEMBER 5, 2024

The seller’s counsel is responsible for negotiating the key legal terms of the purchase agreement. Using an experienced M&A attorney is critical to move the transaction forward while avoiding costly legal fees negotiating on terms that are not critical. The terms of the earn-out can be negotiated with your advisor and buyers.

Business 52

Business Sale Negotiation Investors 52

Devensoft

JUNE 1, 2023

By following these guidelines, businesses can make informed decisions, negotiate favorable terms, and mitigate risks to maximize the value of their M&A transactions. It helps the acquiring company to make informed decisions and negotiate the deal’s terms and conditions. Don’t have time to read it now?

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Economics M&A Management Financial Statement 98

Focus Investment Banking

OCTOBER 30, 2023

Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. And by the way, this valuation is always negotiated. continues Beard. “I

Debt 52

Debt Retail Business Private Equity 52

IBG

SEPTEMBER 11, 2024

That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years. Strengthen your ratios: working capital, debt-to-equity, “quick,” price-to-earnings, return on equity, etc.

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Sale Business Financial Statement Profitability 52

The TRADE

OCTOBER 24, 2023

The pan-European central counterparty (CCP) has approval to clear cash equities, depositary receipts, ETFs, and equity derivatives (index futures and options). Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022.

Trading 59

Trading Risk Management Equities Management 59

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. We’ve seen this number jump even in the last two years, with the percentage of equity almost doubling.

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M&A Insurance Valuation Equities 52