Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Beyond M&A

SEPTEMBER 17, 2024

This focus makes sense; a strong revenue profile initially attracts investors. It’s clear which type of team any investor or partner would prefer to engage with. Beyond M&A- Founder Exit Readiness Download What sets the best-prepared teams apart during due diligence?

Investors 130

Investors M&A Management IT 130

Intrepid Banker Insights

JULY 15, 2024

Intrepid Investment Bankers Digital Media: Marketing Services M&A Recap for H1 2024 Just released: Our Marketing Services M&A Recap for the first half of 2024! This report covers the latest trends and influential deals shaping the marketing and advertising industry.

Digital Media 52

Digital Media Media M&A Private Equity 52

Focus Investment Banking

MAY 9, 2023

1Q 2023 M&A Report: Inflation, rising interest rates and global economic uncertainty are the main themes for 2023 so far. Yet M&A deal activity in the middle market remains fairly steady as investors have plenty of capital to invest and continue to concentrate on quality assets.

M&A 52

M&A Business Middle Market Investment Banking 52

Solganick & Co.

AUGUST 14, 2023

has published its latest M&A Market Update on the Technology Services industry sector. We expect that AI/ML competencies (particularly within cloud computing), cybersecurity, software development, and digital transformation will be key areas of interest for investors during the remainder of the year. Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

Solganick & Co.

FEBRUARY 15, 2023

has published its latest M&A report on the Technology Services industry. You can download the complete report here: Technology Services M&A Update – Feb 2023 Solganick & Co. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and technology services industry sectors.

M&A 52

M&A Middle Market Valuation Consulting 52

TechCrunch: M&A

MAY 8, 2023

And it will also involve Blinkist’s biggest investor, Insight Partners , taking an additional $30 million in equity in Go1 at an “upround,” but again with the exact numbers not being discussed. ” Blinkist has had 25 million downloads of its app and has just under 1 million paying users, including some 1,500 companies.

Book-building 265

Book-building Funds IT Media 265

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 Investors are advised to adopt a longer-term perspective.

Private Equity 52

Private Equity M&A Equities Middle Market 52

Beyond M&A

OCTOBER 22, 2024

Whilst my audience tends to be for investors, this one is for the tech community, CTOs, CIOS. So we used to run courses to groups of M&A experts help them understand the challenge of integration and how to approach it. They were already managing their own complex tech environment, and now they’ve got two to deal with.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Architecture Debt 130

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the technology services industry by Axial, the trusted deal platform serving the lower middle market.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Software Equity Group

DECEMBER 18, 2023

A Glimpse into the Current SaaS M&A Environment The world of software M&A has never been more exciting for private equity firms and strategic buyers , who view SaaS companies as attractive due to their predictable revenue, capital efficiency, scalability, and ability to measure success. billion in 2023, a 21.7% since 3Q22.

Valuation 52

Valuation M&A Profitability Investors 52

Focus Investment Banking

OCTOBER 11, 2024

GrubMarket, a B2B food marketplace that primarily sells to retail grocers, has become one of the most active buyers in food distribution M&A. While online grocery was capturing customer (and investor) attention, it became clear there was an untapped opportunity on the B2B side, specifically in perishable foods.

Food 52

Food M&A Acquisitions Funds 52

Software Equity Group

MARCH 13, 2023

While median EV/Revenue multiples declined from 4Q20–1Q22, they still outperformed the median public market multiple, and SaaS M&A deal volume jumped to a new record. Despite the macroeconomic uncertainty, buyers and investors are still willing to pay a premium for mission-critical, recession-resistant companies.

M&A 52

M&A Private Equity Equities S&P 52

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Devensoft

JUNE 6, 2023

Pursuing an M&A deal is a major decision for any business, one that comes with a unique set of both risks and rewards. It’s crucial that you conduct a thorough due diligence process before entering an M&A deal. This due diligence questionnaire will explain how you can adequately vet potential M&A deals.

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52

Software Equity Group

APRIL 24, 2024

SaaS, of course, plays a central role in these efforts, driving a heightened level of M&A activity in the software space. M&A Overview: The Quest for Industry 4.0 After a gradual decline since the mid-20th century, the U.S. manufacturing and industrial sector is making a comeback. Now, signs of recovery are emerging.

Manufacturing 52

Manufacturing M&A Business Management 52

Beyond M&A

MARCH 3, 2023

But at the time, an investor pointed out the need to ‘stay in our lane’ due, explaining that technology was relatively tangible versus sales and marketing. He also suggested not partnering with firms that provide sales or marketing due diligence as this muddies the water for the investor. Especially sales and marketing.

Private Equity 130

Private Equity Investors IT M&A 130

Focus Investment Banking

APRIL 14, 2024

These characteristics, coupled with bakery manufacturers’ ability to continually innovate and adapt to consumer trends, have attracted investors and boosted M&A activity in recent years. It’s no surprise that bakery is one of the food industry’s most dependable performers. The bakery category is also incredibly resilient.

M&A 52

M&A Food Private Equity Manufacturing 52

Focus Investment Banking

FEBRUARY 1, 2024

2023 was a bit of a slower year for middle market M&A, with deals taking far longer than what we’ve become accustomed to. To assemble the list of top investment banks in North America, Axial reviewed the deal-making activities of over 800 investment banks and M&A advisory firms for the full 2023 calendar year.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

TechCrunch: M&A

JUNE 26, 2023

Angel investors include Plaid CEO and co-founder Zach Perret, Elad Gil, Naval Ravikant, Opendoor’s Eric Wu, Prasanna Sankaranarayanan, Ramp co-founders Eric Glyman and Karim Atiyeh and Jack Altman, among others. million in a seed funding round led by Initialized Capital, later tacking on another $400,000 in funding.

Capital 226

Capital IT Acquisitions Capital Raising 226

Devensoft

JUNE 13, 2023

Preparing for Post-Merger Integration or Divestiture In this chapter, we will discuss the steps that need to be taken before embarking on an M&A integration or divestiture transaction. Download the full article as a PDF. Don’t have time to read the full article? Get a copy to-go.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Midaxo

NOVEMBER 21, 2023

Virtual data rooms (VDRs) are an invaluable tool for companies, investors and other entities to securely store and share the vast amounts of documentation involved in mergers and acquisitions corporate development. A corporate development cloud, with its everything-in-one-place approach for the entire deal process, safeguards against this.

Corporation 130

Corporation M&A Management Mergers and Acquisitions 130

Software Equity Group

SEPTEMBER 26, 2023

The software M&A market is like a living and breathing organism: constantly evolving, adapting, and reacting to the world around it. This is especially true in recent years, with COVID driving historic SaaS adoption and the monetary and fiscal policy that followed, creating a unique M&A dynamic. Why is this?

M&A 52

M&A Investors Sale IT 52

Midaxo

FEBRUARY 13, 2023

Intro: When it comes to confidential data transfers for M&A and other types of corporate dealmaking, virtual data rooms (VDRs) have become an invaluable tool for corporations, investors and other entities that need to securely share large amounts of information. The two major types of deal rooms have different use cases.

Acquisitions 130

Acquisitions Shares M&A Sale 130

OfficeHours

OCTOBER 17, 2023

Once I started working in finance, I educated myself on different investment types, what effective budgeting really meant, and where I should be putting my money to maximize return and diversification. This stuff isn’t rocket science, but it’s also not intuitive! So you want to pursue a role in Private Equity and Growth Equity?

Private Equity 130

Private Equity Debt M&A Investment 130

OfficeHours

FEBRUARY 9, 2024

Not only did the groups do completely different things (RX/bankruptcy vs. tech M&A), but even the deal processes ran differently. Intention to Lateral? How To Navigate Multiple Offers and Move ASAP Coming from a non-target school, investment banking jobs were coveted roles that were few and far between.

Private Equity 173

Private Equity Recruitment Bank Banking 173

Beyond M&A

SEPTEMBER 8, 2023

Download Since then, the ‘pattern’ has reduced to the following common findings: Amber Flags: Strategy & Roadmap: More often than not, there’s a lack of a cohesive strategy and clear roadmap. More often than not, our reports are dominated by amber and red flags, with very few areas marked in green.

Architecture 130

Architecture Mergers and Acquisitions Book-building Investment 130

OfficeHours

JANUARY 15, 2024

Results stay anonymous Yes, I’m hoping there are many opportunities available Open to seeing opportunities but I don’t need to move Not really looking to recruit Wall Street banks want to forget about 2023. OfficeHours Headhunter 101 Doc 10-15 Headhunters control the process…download our 101 Doc to learn more about them!

Recruitment 130

Recruitment Private Equity Boutique Equities 130

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

Focus Investment Banking

SEPTEMBER 19, 2024

FOCUS is a leading national M&A firm for the lower middle market. With the Fed committed to lowering rates, even nominally, in September, we anticipate the number of transactions to increase in H2 2024 amid lower cost of capital and rising investor confidence.

M&A 52

M&A Engineering Manufacturing Middle Market 52

Software Equity Group

NOVEMBER 13, 2023

SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. 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.

Profitability 52

Profitability Private Equity Investors M&A 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector. in agency and broker revenue.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Software Equity Group

JULY 18, 2023

Even though many buyers and investors have increased their prioritization of gross revenue retention amidst a volatile economic backdrop, NDR is still a vital metric, with implications both for current operations and future valuations. What is Net Dollar Retention? Cost Efficiency Low NDR suggests high levels of churn.

Business 52

Business Valuation Investors M&A 52