Debt Information S&P 
Francine Way
JULY 11, 2017
I will discuss general tools and credible sources of information that a valuation professional can use for the analysis. Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online.
Francine Way
JULY 12, 2017
Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). For interest income and expense, I prefer to state them as percentages of the average debt balance of the last two years. It is a good practice to verify the intended debt-vs-total-capital balance post-transaction when possible.
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Lake Country Advisors
AUGUST 8, 2024
It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.
The TRADE
JANUARY 22, 2025
When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.
OfficeHours
OCTOBER 16, 2023
Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm, as with a typical transaction. This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels. Pitchbook).
OfficeHours
OCTOBER 23, 2023
Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels. Pitchbook).
Francine Way
JUNE 22, 2020
A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.
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