Software Equity Group

JULY 18, 2023

Historically, few metrics have been as closely tied to SaaS company valuations as net dollar retention (NDR), also commonly referred to as net revenue retention, net ARR retention, or simply net retention. To learn more about other metrics buyers and investors consider, download our 18 Factors whitepape r.

Business 52

Business Valuation Investors M&A 52

FineMark

JANUARY 20, 2023

Hyman Minsky, American Economist (1919-1996) Hyman Minsky proposed theories linking market fragility and the normal economic cycle with speculative bubbles innate to financial markets. The bubble of cryptocurrency burst, resulting in economic losses of approximately $2 trillion.

Economics 52

Economics Portfolio Equities Investors 52

Solganick & Co.

JULY 6, 2023

AI’s potential economic impact is immense, with an estimated $15 trillion expected to be added to the global economy by 2030, surpassing the combined output of China and India. This underscores the importance of strategic AI implementations in harnessing its transformative power for economic growth and gaining a competitive advantage.

M&A 52

M&A Investment Funds Capital 52

Software Equity Group

MARCH 13, 2023

For a more in-depth look at our research, download SEG’s Annual 2023 SaaS Report. In previous economic downturns, such as 2008, private SaaS company valuations took a hit as public strategics were forced to cut back. Following are some highlights of SaaS M&A deal activity over 2022.

M&A 52

M&A Private Equity Equities S&P 52

Bronte Capital

MAY 21, 2021

There is the risk for the consolidated financial statements that the calculation of impairment loss allowances is not carried out in an appropriate manner or is based on inappropriate assumptions, an inappropriate database or inappropriate application of the valuation model and, as a result, the impairment loss is reported in an incorrect amount.

Financial Statement 100

Financial Statement Management Accountant Risk Assessment 100

Software Equity Group

NOVEMBER 13, 2023

Our 2023 State of SaaS M&A: Buyers’ Perspectives Report unveils the evolving priorities of top software-focused private equity investors and strategic buyers amidst economic uncertainty. SaaS companies hoping for a high valuation should aim for 90% or greater gross revenue retention. This creates a baseline for growth.”

Profitability 52

Profitability Private Equity Investors M&A 52

Focus Investment Banking

JUNE 5, 2024

If a company relies too heavily on one person or a couple of key people, then scaling a brand can be extremely hard and extremely hard to sell at the proper valuation. Economics Buyers look closely at a restaurant concept’s cash-on-cash return ratio or said differently “how long before I get my money back?” Download the article here.

Food 52

Food Sale M&A Economics 52

Wall Street Mojo

JANUARY 18, 2024

Example Let us consider the following instances to understand bullet bond meaning and its working properly: You can download this Bullet Bond Excel Template here – Bullet Bond Excel Template The US government decided to issue a dollar-denominated bullet bond that carries a fixed coupon interest payment of 3.5%

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Focus Investment Banking

JULY 31, 2023

That is, EBITDA x EBITDA Multiple = Valuation The key inputs are 1) the practice’s EBITDA, and 2) the EBITDA multiple. DOWNLOAD FULL ARTICLE The post What is the Value of my Medical Practice? Physician practices are almost always valued on a multiple of EBITDA basis in transactions with private equity groups or similar buyers.

Medical 52

Medical Private Equity Healthcare Professional Services 52

FineMark

APRIL 13, 2023

Investment Themes In our prior letter, we reviewed investment themes including deglobalization, the end of zero-interest-rate policies, tepid economic growth, and the end of the current rate-hiking cycle. Its economic effect will also be deflationary. These two factors paint a valuation picture that is less attractive than it had been.

Banking 52

Banking Bank Investment Economics 52

Software Equity Group

SEPTEMBER 26, 2023

Previously, we delved into the significance of Net ARR Retention and the compounding effect it has on SaaS company performance and valuations. This is where gross retention offers better insight into a company’s ability to withstand challenging economic circumstances. This time, we’ll discuss gross retention vs. net retention.

M&A 52

M&A Investors Sale IT 52

FineMark

OCTOBER 17, 2023

We believe many of these counter balances are nearing an end, and the economic impacts of the Fed’s policy, which are always felt on a lagged basis, will begin to manifest on Main Street soon. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view.

S&P 52

S&P Investment Portfolio Corporation 52

Software Equity Group

AUGUST 20, 2024

This group’s continued dominance is driven by their unique ability to leverage product synergies, the ample capital available for M&A through their financial sponsors, and their insulation from the real-time valuation pressures that public companies face.

Investment 52

Investment Management Acquisitions Business 52

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. In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business.

Business 52

Business Sale Broker IT 52

FineMark

JANUARY 17, 2024

Contributing to that growth were two significant happenings: America helped rebuild Europe and Japan, triggering economic benefits for our nation, and the largest generation in U.S. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. history was born.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

Given the economic data, the Fed also had a more hawkish rate-tightening outlook than expected. In large measure, the hawkish tone of the Fed is driven by moral suasion and, to a lesser degree, recent economic data. This came to pass in June as the Fed paused its rate-hiking cadence, which began in March 2022.

S&P 52

S&P Banking Bank Investment 52

Focus Investment Banking

FEBRUARY 20, 2025

This monetary easing aims to stimulate economic activity and reduce the cost of capital, making financing for M&A transactions more accessible and attractive. DOWNLOAD THE FULL REPORT HERE. The post Supply Chain Technology and Logistics Report Second Half 2024 appeared first on FOCUS.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98

Focus Investment Banking

FEBRUARY 25, 2025

This monetary easing aims to stimulate economic activity and reduce the cost of capital, making financing for M&A transactions more accessible and attractive. DOWNLOAD THE FULL REPORT HERE. The post Supply Chain Technology and Logistics Index Second Half 2024 appeared first on FOCUS.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Investment Banking 52

Focus Investment Banking

FEBRUARY 1, 2024

Many shop owners had been contemplating selling because valuations remain at healthy levels, albeit off the 2021-22 peak, fed by the post-pandemic rebound and private equity’s desire to put their capital to work. Company valuations can change significantly even if the overall business grows, and we saw this in 2023.

Equities 52

Equities Manufacturing Business M&A 52

Focus Investment Banking

APRIL 13, 2025

Below is an approximate breakdown of ZIPS unit economics, based on their filings. a conveniently located car wash prompting more frequent visits), the industry offered compelling economics. Download Full Case Study Here. ZIPS Estimated Revenue Build Notes: June 2024 memberships per site based on CH.

Private Equity 52

Private Equity Debt Equities Profitability 52

Focus Investment Banking

JANUARY 27, 2025

The market is healthy at the moment, with attractive valuations driven by conventional motives for merger activity. Imagine the economic value of US production facilities (and the margins available) should these events unfold. Consider the impact and economic disruption across any US industry reliant on moving electrons around.

Manufacturing 52

Manufacturing Electronics M&A Business 52