Francine Way

JUNE 22, 2020

Specifically, they should be interested in what each party brings to the transaction, each party’s equity share in NewCo, and the issues / risks associated with the transaction. 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.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. If your goal is full retirement by 2030, plan to sell by 2028 or 2029. For a successful exit, the answer should usually be Yes.

Investment 52

Investment Book-building Sale Business 52

The Harvard Law School Forum

JUNE 27, 2023

2] In the weeks following the First Republic Bank collapse, PacWest Bancorp, with shares down 66.2% government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] billion in total assets on March 31, making it the largest U.S.

Financial Institution 83

Financial Institution Bank Banking Consulting 83

Mergers and Inquisitions

MAY 3, 2023

In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. You usually link Revenue to market share * market size or units sold * average selling price, with expenses linked to Capacity, unit sales, or another top-level driver.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% volumes reflect the total number of shares traded on Tape A, Tape B, and Tape C in millions. in the week. Average daily U.S.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

Focus Investment Banking

JANUARY 18, 2024

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. While the company generated over $260 million in revenues through the first three quarters of 2023, its stock price is trading under a dollar a share, as the company is burdened with substantial debt. As 2024 starts, the U.S.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Street of Walls

SEPTEMBER 4, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined for the second consecutive week but ended positive for the month The S&P 500 declined by 0.3% In 3Q12, the S&P 500 has risen by 3.3% volumes reflect the total number of shares traded on Tape A, Tape B, and Tape C in millions.

M&A 40

M&A Underwriting S&P Debt 40

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% volumes reflect the total number of shares traded on Tape A, Tape B, and Tape C in millions. Corporate debt underwriting volumes of $90.2

Mergers 40

Mergers Underwriting Acquisitions M&A 40

Street of Walls

OCTOBER 1, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets declined for the second week in a row The S&P 500 declined by 1.3% In 3Q12, the S&P 500 rose by 5.8% volumes reflect the total number of shares traded on Tape A, Tape B, and Tape C in millions. in the week. Average daily U.S. from the prior week.

Investment Banking 40

Investment Banking Investment Underwriting Bank 40

Street of Walls

AUGUST 27, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined after six consecutive weeks of gains The S&P 500 declined by 0.5% In 3Q12, the S&P 500 has risen by 3.6% volumes reflect the total number of shares traded on Tape A, Tape B, and Tape C in millions. in the week.

M&A 40

M&A Investment Banking Investment Banking 40

The Harvard Law School Forum

JUNE 27, 2023

2] In the weeks following the First Republic Bank collapse, PacWest Bancorp, with shares down 66.2% government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] billion in total assets on March 31, making it the largest U.S.

Financial Institution 52

Financial Institution Bank Banking Consulting 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters.

Equities 59

Equities Asset Management Debt Recruitment 59

Peak Frameworks

OCTOBER 17, 2023

Commercial paper is a form of unsecured short-term debt. Because of its short duration, commercial paper allows issuers to manage immediate liquidity needs without locking into long-term debt. Absence of Covenants Unlike some longer-term debt instruments, commercial papers usually don’t come with restrictive covenants.

Finance 52

Finance Finance Debt Funds 52

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. Manageable Debt. seller's discretionary earnings, discounted cash flow), they are so rarely used in insurance M&A that we do not include them here. Are looking for a career change. Should I Sell My Insurance Agency?”

Insurance 52

Insurance M&A Valuation Advisory 52

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

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago.

M&A 52

M&A Insurance Valuation Equities 52

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. This year was no different.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

DECEMBER 4, 2024

Sports Investment Banking Definition: In sports IB, bankers advise on equity and debt issuances, mergers, acquisitions, and restructuring deals for sports teams and leagues, sports-adjacent technology and services firms, and facilities such as arenas, stadiums, and racetracks. Can teams carry debt? What is Sports Investment Banking?

Investment Banking 105

Investment Banking Banking Bank Investment 105

How2Exit

MARCH 12, 2023

This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business. Having the right documents in place, such as an operating agreement, P&Ls, meeting minutes, and resolutions, can make the process of selling the business much smoother and easier.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

How2Exit

APRIL 28, 2025

A former Air Force veteran and Microsoft engineer, Jed’s journey into entrepreneurship was marked by soaring ambition — and a brutal, humbling failure that left him facing nearly $1 million in personally guaranteed debt. In distress, culture collapses faster than cash flow. Jed's story is as instructive as it is painful.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Lake Country Advisors

JANUARY 21, 2025

Assessing the Business’s Financial Health The financial health of a business is one of the most reliable indicators of its potential as an investment. Without a clear picture of the company’s finances, you risk stepping into a venture that may compromise your capital. Are revenues increasing consistently?

Business 105

Business Investment Profitability S&P 105

Focus Investment Banking

MARCH 17, 2025

David Dart: Well, well, there’s a couple of really important elements that we’re driving here at Caliber Number one, our technician apprentice program. So that’s a really critically important talent development function that we have. Cole Strandberg: Let’s do both. I think that’s insanely important.

S&P 52

S&P IT Management M&A 52