How2Exit

AUGUST 8, 2023

One specific real estate strategy that has gained popularity in recent years is the sale-leaseback arrangement. rn A sale-leaseback is a transaction where a business sells its owned real estate to a third party and then leases it back for a specified period. rn Secondly, sale-leasebacks enhance financial flexibility.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Wizenius

APRIL 1, 2023

When companies need to raise capital, they have two primary options: Debt involves borrowing money, while equity involves issuing shares of ownership in the company. Let's take a look at examples of companies that raised capital through debt, and analyze the factors that influenced their decision.

Debt 52

Debt Equities S&P Shares 52

Francine Way

MAY 18, 2017

The concept can be extended to corporation: equity owners (shareholders) own the company alongside debt holders (banks). As we mentioned in the past, equity is the most expensive form of capital (compared to debt with tax-deductible interest). The acquisition will be 100% cash, paid for with debt at 4% interest rate.

M&A 130

M&A Equities Financial Statement Debt 130

OfficeHours

JUNE 5, 2023

Balancing debt and equity components are crucial to minimizing the cost of capital while maintaining financial flexibility. In general, this focus on cash flow will enable timely debt servicing and can allow the acquired company to bounce back stronger than ever before being taken public or spun off to another private equity firm.

Private Equity 147

Private Equity Valuation Equities Debt 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). If growth and sale are not part of your plan, then an equity raise is not the right choice for you. 2023 limits).

Finance 110

Finance Finance Equities Business 110

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.

Debt 40

Debt Capital Raising Capital Equities 40

Francine Way

JULY 12, 2017

Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). An example of this would be to state COGS and SGA as percentages of Sales Revenues, or to state Depreciation Expense as a percent of Plant, Property, and Equipment (PPE). Build proforma income statement and balance sheet.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Chesapeake Corporate Advisors

OCTOBER 22, 2024

In fact, in our recent government contracting engagements, eight of 10 interested buyers were PE investors. For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing.

Private Equity 52

Private Equity Government Investors Equities 52

Sun Acquisitions

NOVEMBER 7, 2022

The long and short is yes, it’s possible, however, there’s a series of considerations from the Small Business Administration (SBA), the holder of your PPP loan debt that you need to comply with. You want to be free of this debt as soon as possible. For the sale to go through and ownership to change, you’ll need SBA approval.

Business 98

Business Mergers and Acquisitions Sale Debt 98

RKJ Partners

AUGUST 6, 2017

Meanwhile, equipment financing allows a company to borrow against the equipment it purchases, such as computers, manufacturing equipment or other assets, and frees up the equity dollars that would have otherwise been spent to obtain such items for higher value add use, namely research and development or sales and marketing.

Debt 40

Debt Capital Raising Capital Equities 40

Wall Street Mojo

JANUARY 15, 2024

Liabilities come next, divided into current liabilities (like debts and payables) and long-term liabilities (e.g., read more are nothing but credit sales Credit Sales Credit Sales is a transaction type in which the customers/buyers are allowed to pay up for the bought item later on instead of paying at the exact time of purchase.

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. The Rule of 40 the sum of revenue growth and EBITDA marginremains a key benchmark for SaaS investors. Summary of: What Is My Software Company Worth? What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

How2Exit

MARCH 24, 2023

As the economy trends towards recession, debt becomes more expensive, making it harder for small businesses to sell. You can also use systematic methods, such as Sales Navigator, Zoom Info, or Crunch Base, to find potential acquisitions that meet your criteria.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt 40

Debt Finance Finance Private Equity 40

The TRADE

JUNE 29, 2023

Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries. Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies.

Investment 64

Investment Investors Asset Management Sale 64

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. EBITDA multiple , matching its own.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Wall Street Mojo

JANUARY 14, 2024

The Allowance Method in accounting sets aside funds to cover anticipated bad debts from credit sales. It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. What Is The Allowance Method?

Accountant 52

Accountant Debt Financial Statement Risk Assessment 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

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Concept 2: Know True Profit Before Sale When conducting due diligence, it is important to know the true profit of the business before making any decisions.

Business 130

Business Accountant Book-building Negotiation 130

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. Growth debt, also called venture debt, most often comes as a principal loan accompanied by an interest payment.

Finance 52

Finance Finance Debt Equities 52

Software Equity Group

MAY 28, 2024

Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. Founder Tips for Selling Your SaaS Company Within One Year By now, you have improved all the metrics, tech-debt, and related things that you can do (won’t be everything)! Timing is also essential.

Sale 52

Sale Private Equity Valuation M&A 52

IBG

JANUARY 31, 2023

If you have been through a business purchase or sale, you have likely experienced the unique tension and strife common to that phase of the deal known as “due diligence.” While it takes work, due diligence helps squeeze risk out of a sale, protecting the buyer and the seller. The benefits to the seller may not end there, Frye noted.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

How2Exit

FEBRUARY 26, 2023

This can be achieved by following certain steps, such as understanding the market, preparing for a sale, and understanding the legal aspects of the transaction. Additionally, it is important to understand the value of the business and the factors that may affect the sale price. Concept 4: Network for success.

Book-building 130

Book-building M&A Business Sale 130

Shearman & Sterling

DECEMBER 8, 2021

Plaintiff challenged the sale by the Company of $535 million in convertible notes at the outset of the COVID-19 pandemic to a consortium of investors allegedly tied to four of the Company's directors, including the two co-chairmen, one of whom was also the CEO. Equity-League Pension Tr. Great Hill Partners, C.A.

Debt 52

Debt Sale Equities Investors 52

How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking. It's not a solution to your financial problems.

Business 130

Business Book-building Equities Acquisitions 130

The TRADE

JANUARY 16, 2024

Specialist financial services investor, Atlas Merchant Capital, is backing the merger, providing enough liquidity to support Panmure Liberum’s long-term strategic ambitions.

Investment Banking 111

Investment Banking Mergers Banking Bank 111

Devensoft

JUNE 1, 2023

Debt and liabilities: assess the company’s debt levels and liabilities to determine whether it can manage its obligations during economic uncertainty. Investors must closely review financial statements to identify any potential red flags.

Economics 98

Economics M&A Management Financial Statement 98

Growth Business

JULY 11, 2023

He should know; for his first venture he spent a year doing the rounds before successfully raising just over £1 million from legendary investor Jon Moulton (who rejected him the first time). Once you’ve made money for investors, it’s a different story.’ It’s about confidence,’ says Woodland. ‘If Though it can be very effective.

Finance 75

Finance Finance Business Funds 75

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Wall Street Mojo

JANUARY 17, 2024

It aids investors in analyzing the company's performance. read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. read more arising from each activity.

Accountant 98

Accountant Finance Finance Profitability 98

MergersCorp M&A International

JULY 5, 2024

Convertible Bonds or CBs are a very attractive investment that offers a several advantage for investors. Therefore, in the case that the company performs well, and the stock price climbs above the conversion price investors can convert their bonds into shares and capitalize on the growth. in capital raise and paid 0% interest rate.

Debt 52

Debt Stock Initial Public Offering Capital 52

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. How do I prepare my business for sale or to attract investors? There are a few key areas to focus on when preparing to sell your business that are attractive to investors.

Business 52

Business Sale Negotiation Investors 52

Wizenius

MAY 4, 2023

A term sheet is typically prepared by the investment bank or other financial intermediary that is assisting in the transaction, with input from both the investor and the company seeking funding. It serves as a starting point for negotiations and helps both parties understand the structure of the proposed transaction.

Investment Banking 52

Investment Banking Investment Banking Bank 52

Peak Frameworks

SEPTEMBER 11, 2023

The proceeds from these sales are then used by Company B to issue securities that are sold to investors. This separation allows Company A to achieve various financial objectives while protecting investors in Company B's securities if Company A faces financial distress.

IT 52

IT Debt Private Equity Investors 52

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Some industries may have additional evaluation criteria, i.e.: retail with same-store sales trends, number of stores, etc. and (4) support long-term business strategy.

M&A 130

M&A Acquisitions Consulting Capital 130

Software Equity Group

AUGUST 24, 2023

Recapitalization is a process of restructuring a company’s debt and equity mix, also known as its capital structure. Recapitalization can also benefit founders and early investors, who often have a sizable portion of their personal wealth tied up in the company. In this scenario, equity can be recapitalized in many ways.

Debt 52

Debt Equities M&A Investors 52

M&A Leadership Council

OCTOBER 1, 2024

Marla partners with all key stakeholders, including the board of directors, investors, sales, client partners, and vendors. As an executive team member, she provides strategic oversight of the organization’s financial, legal, HR, and corporate and client operations, ensuring resiliency and stability across all divisions.

Corporate Finance 52

Corporate Finance Risk Management Finance Finance 52