Focus Investment Banking

JANUARY 18, 2024

There are only a few publicly traded companies in specialty consulting. But those companies have been public for more than 20 years. The business we know today as Kroll, when it was previously known as Duff & Phelps, went private in 2013, selling to Carlyle Group and other investment partners.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

How2Exit

FEBRUARY 26, 2023

Concept 2: Invest in real businesses. Investing in real businesses is an exciting and potentially lucrative endeavor. Lana also co-authored a book about investing in real businesses. Overall, investing in real businesses can be a rewarding and lucrative endeavor. Lana has also taken the time to learn and educate herself.

Book-building 130

Book-building M&A Business Sale 130

Sica Fletcher

MAY 8, 2020

Sica | Fletcher believes Brown & Brown is the publicly traded company that is most comparable to private, middle market U.S. economy continue to grow and most companies continue to hire employees and invest in their businesses, ultimately driving expansion of exposure units. That is, for every $1 of EBITDA they have $6 of debt.

Insurance 52

Insurance Retail Debt Broker 52

Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] The Notice does not extend the netting rule to deSPAC transactions where target shareholders do not receive SPAC stock (e.g.,

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Wall Street Mojo

FEBRUARY 9, 2024

The classification helps investors gauge the performance and growth potential to make future investments. The primary sources of LMM companies are primarily different forms of debt and credit line lending systems. When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun. During any recession, cash is king and provides staying power for a business to ride out the storm.

Capital 52

Capital Advisory Bank Banking 52

The Deal

JULY 21, 2023

While not many REITs have external managers, which make investment decisions in exchange for fees, the few that do are often targeted. In many cases, external managers have their hands in multiple pots, at different publicly traded REITs, which each pay them probably too much,” he added.

Retail 52

Retail Management Government Investors 52

Wall Street Mojo

JANUARY 17, 2024

Publicly-traded companies must prepare financial statements like P&L statements and file the same with the U.S. It also demonstrates the company’s ability to increase sales and profits by controlling its debts and costs. This is the income that is given out to shareholder who invest in the business and expects return from it.

Profitability 52

Profitability S&P Financial Statement Accountant 52

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. Essentially, comparable company analysis looks at the value of publicly traded companies. As a result, the value of the company lies in its ability to repay the debt. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Cooley M&A

MARCH 1, 2019

Exiting an investment is an inherently uncertain process. Where a partial sale process is primarily driven by the need to obtain further investment rather than to achieve an exit, a dual-track process can also be suitable, but a further set of considerations come into play. Is the IPO track suitable for (and available to) the business?

IPO 52

IPO Valuation M&A Business 52

Focus Investment Banking

JANUARY 10, 2025

My parents started a collision repair equipment company back in 1988, ended up not joining the family business right out of school, but went the investment banking route and sometime into that the family business came calling. I grew up around the collision repair industry. And when the family business comes calling, you typically answer.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Cooley M&A

JANUARY 25, 2023

Moreover, going-public transactions between life sciences companies and special purpose acquisition companies (SPACs) decreased significantly in 2022, with fewer investors willing to participate in private investments in public equity (PIPEs) as part of a de-SPAC transaction.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Cooley M&A

JANUARY 25, 2023

While direct lenders have historically struggled to compete with the syndicated lending market on price and covenant packages, as the year progressed, sponsors increasingly spurned the syndicated lending market in favor of debt packages arranged solely by direct lenders. Focus on private equity sponsor roll-ups (e.g.,

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment 59

Investment Portfolio S&P Trading 59