Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Debt financing is much more common, and the GE firm is often the first institutional investor. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins. Why is PE Value Creation Suddenly “Hot”?

Private Equity 105

Private Equity Equities Consulting Recruitment 105

The Deal

OCTOBER 17, 2023

Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. portfolio company Birkenstock GmbH & Co. KG having an underwhelming start.

M&A 64

M&A IPO Retail Medical 64

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Convertible securities combine features of both debt and equity instruments. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt.

Securities 98

Securities Shares Investors Financial Modeling 98

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. Exit opportunities are mostly to other internal groups at the company; moving into deal or investment-based roles is possible but not necessarily likely.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Debt Financing Debt financing involves borrowing money to fund the acquisition.

Finance 59

Finance Finance Acquisitions Business 59

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” I liked the valuation work and enjoyed meeting a few alumni bankers at firms like [Firm Names] , and I’m interested in working on the types of deals the alumni discussed.”

Investment Banking 111

Investment Banking Bank Banking Investment 111

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

MARCH 17, 2024

Despite the potential value at stake, the buyer balked at the idea of relinquishing control, envisioning strategic integration and synergy across their portfolio of Professional Services businesses. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Growth Business

JUNE 7, 2023

Its lending portfolio of £4.7bn also continues to grow. And it’s fair to say that for a while some private market valuations became inflated, with predictable consequences for some. Aoibhinn McBride has been a lifestyle journalist and editor for over 10 years, Aoibhinn has written for titles in Dublin, London, New York and Dubai.

Funds 98

Funds Bank Banking Investment 98

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

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. By selling a stake in the business, they can generate cash to diversify their investment portfolio, pursue personal financial goals, or reinvest in new ventures. What is Recapitalization?

Debt 52

Debt Equities M&A Investors 52

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. PE Cost of Debt vs. RoR, H1 2020 - H2 2023 This inverse spread indicates one of the strongest seller’s markets we’ve seen in the insurance M&A market to date. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Wall Street Mojo

JANUARY 17, 2024

In the process of interest rate swap valuation , a fixed rate is exchanged for floating rate by taking advantage of the rate fluctuations in the financial market in order to obtain lower rates. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc. How To Calculate?

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Mergers and Inquisitions

MARCH 13, 2023

Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio.

Bank 123

Bank Banking Funds Government 123

Peak Frameworks

SEPTEMBER 19, 2023

5 Cs in Detail , Character Character pertains to an individual's or a company's historical record when it comes to managing debt and fulfilling obligations. Debt-to-income ratio: One common metric used to determine capacity. It is the proportion of a borrower's monthly debt payments to their monthly gross income.

Debt 52

Debt Finance Finance Capital 52

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The other variable that goes into valuation is the multiple these buyers will use. An experienced advisor will walk through these methodologies and factors to provide guidance on valuation.

Private Equity 52

Private Equity Valuation Food Equities 52

Mergers and Inquisitions

JULY 31, 2024

In the early days of institutional private equity, many industrial companies were perceived to be stable, cash-flow-generation machines with significant hard assets that could be used as collateral for debt. billion with Debt of $2.1 No Debt has been repaid, so the Exit Equity Proceeds are $3.6 billion – $2.1 billion = $1.5

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. It refers to the possibility that the lender may not receive the debt's principal and an interest component, resulting in interrupted cash flow and increased cost of collection.

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

Sun Acquisitions

JANUARY 26, 2024

Acquiring a paving business that fills gaps in a company’s portfolio can rapidly extend its service offerings. It is crucial to examine the financial health of the target company, including its revenue streams, debt levels, and profitability margins.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

Wall Street Mojo

FEBRUARY 9, 2024

The primary sources of LMM companies are primarily different forms of debt and credit line lending systems. 3 – Mezzanine debt LLM firms mostly use it at the time of acquisitions as it uses equity in some form or another; the main advantages of it are negligible or no dilution, mostly favoring family-run enterprises.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Mergers and Inquisitions

JULY 19, 2023

Non-Equity Funds – Finally, it is difficult to “short” certain securities effectively, such as distressed debt and many types of credit (especially structured products ). Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company.

Funds 52

Funds Asset Management Management Equities 52

Growth Business

AUGUST 3, 2023

It really depends on the company valuation and how much company equity you want to give away. It’s also crucial to do research on the investors themselves: what they invest in, their portfolio and their recent investments. Consider approaching one of the portfolio companies that belongs to your target investor. “I

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. For example, a buyer may not assume a debt or take over a piece of real estate. As such, your accountant or CFO has to be part of the exit team. This is how you should screen.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. only a handful a decade ago). Examples include Ares (now with a $3.7

Private Equity 103

Private Equity Equities Funds Entertainment 103

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. With new general merger guidelines anticipated in 2023, companies should expect to see more from the agencies pushing the boundaries of traditional antitrust enforcement.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. in biology.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

FineMark

APRIL 13, 2023

This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

JD Supra: Mergers

MARCH 7, 2025

The UKs Financial Conduct Authority ("FCA") has published findings from its multi-firm review of valuation processes for private market assets. By: Cadwalader, Wickersham & Taft LLP

Valuation 163

Valuation Portfolio Management Private Equity Asset Management 163