Focus Investment Banking

MARCH 24, 2024

In the dynamic realm of direct-to-consumer (DTC) businesses, a clear hierarchy emerges in private equity valuations, largely based on the perceived stability, scalability, control over supply chains and customer experiences. The hierarchy in DTC business valuations reflects a balance between risk and reward.

Private Equity 52

Private Equity Valuation Equities Business 52

OfficeHours

JUNE 5, 2023

The course provides pre-recorded video lectures, downloadable resources, and asynchronous learning opportunities, allowing participants to balance their learning commitments with work or personal responsibilities. This intuition can drive value creation and maximize returns for investors.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

Wall Street Mojo

JANUARY 4, 2024

Interest is accrued in the case of a bond because interest starts accumulating from the time the bond is issued Bond Is Issued Bonds refer to the debt instruments issued by governments or corporations to acquire investors’ funds for a certain period.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

M&A 52

M&A Middle Market Valuation Consulting 52

OfficeHours

FEBRUARY 9, 2024

Given that we were mainly doing sell-sides at the EB, a lot of the analysis work was valuation as well as positioning the company and helping the management team with the presentations. Getting someone to listen Why Take-Private Dealmaking Remains Attractive for PE Investors In today’s world, there is much uncertainty around public markets.

Private Equity 173

Private Equity Recruitment Banking Bank 173

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Download the full report here: Solganick Technology Services M&A Update- August 2023 About Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Software Equity Group

JUNE 10, 2024

The “Rule of 40” in SaaS valuations is a rule of thumb used to assess a company’s financial health and growth potential. This rule helps buyers and investors evaluate whether a company is effectively balancing growth with profitability. A company can reach 40% on a Rule of 40 basis in many ways.

Profitability 52

Profitability Valuation Investors M&A 52

Focus Investment Banking

JUNE 12, 2023

As a result, the Federal Reserve tightened their policies, causing financial losses for investors in both stocks and bonds. Investors are advised to adopt a longer-term perspective. In particular, international equities could reap benefits from lower expectations and already low valuations. While average valuations in the U.S.

Private Equity 52

Private Equity M&A Equities Middle Market 52

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. Buyers and investors consider many factors, of course, including your company’s size, growth rate, and profitability.

Business 52

Business Valuation Investors M&A 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

Software Equity Group

MARCH 13, 2023

Despite the macroeconomic uncertainty, buyers and investors are still willing to pay a premium for mission-critical, recession-resistant companies. For a more in-depth look at our research, download SEG’s Annual 2023 SaaS Report. Following are some highlights of SaaS M&A deal activity over 2022.

M&A 52

M&A Private Equity Equities S&P 52

Wall Street Mojo

JANUARY 18, 2024

Also known as straight bonds, these bonds are popularly issued by sovereign governments to fund their expenditure and attract a lot of demand from the investor community as such bonds pay periodic interest payments and usually carries virtually no risk as the probability of failure of the government of a country is remotely low.

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Devensoft

JUNE 6, 2023

Download the interactive PDF with just the questions. Download now Company History Considering a company’s history is pivotal when conducting due diligence. Negotiation Tool : Valuation serves as a negotiation tool during the M&A process. Don’t have time to read the full article? Get the questionnaire to-go.

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52

Wall Street Mojo

JANUARY 18, 2024

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. Certificate of deposit rates essentially require investors to set aside their savings and leave them untouched for a fixed period.

Financial Institution 52

Financial Institution Accountant Banking Bank 52

Focus Investment Banking

SEPTEMBER 19, 2024

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. With an estimated CAGR of 9% in this segment, we anticipate continued M&A activity with premium valuations for space companies.

M&A 52

M&A Engineering Manufacturing Middle Market 52

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. In our conversations, many investors feel that ophthalmology has gotten “crowded” (which makes sense, since Dermatology reached a similar “peak” in PPM count around 35 organizations). A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

FineMark

JANUARY 20, 2023

Unlike many historical bubbles, cryptocurrency is a less institutionally accepted asset class; yet it’s well-owned among individual investors. After three consecutive quarters of simultaneous losses in both equity and fixed income markets, investors received a reprieve during the fourth quarter.

Economics 52

Economics Portfolio Equities Investors 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. While all of what was shared in that piece remains true, in recent years, we have seen buyers and investors crown a new king of retention: Gross Retention. Why is this?

M&A 52

M&A Investors Sale IT 52

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. Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples.

M&A 52

M&A Food Private Equity Manufacturing 52

Bronte Capital

MAY 21, 2021

Investors, customers and employees can rely on GRENKE." We analysed the general suitability of the valuation model used by GRENKE AG to determine the recoverability rates and the suitability of the estimation parameters that are incorporated into the procedure. Here is a direct quote: "We have delivered.

Financial Statement 100

Financial Statement Management Accountant Risk Assessment 100

Focus Investment Banking

SEPTEMBER 10, 2024

Earlier reports indicated 15 billion euros as a ballpark valuation of the ice cream business. On the Nestle side of the equation, the recent replacement of Mark Schneider with Laurent Freixe as CEO (August 2024) rattled the company as the move came as a surprise to employees and investors alike. DOWNLOAD THE ARTICLE HERE.

Food 52

Food Private Equity Business Sale 52

Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. LEARN MORE: For More Details on How Customer Retention Impacts Your Company’s Valuation, Download 18 Factors to Track When Valuing Your Software Business.

Acquisitions 52

Acquisitions Shares Sale M&A 52

Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. LEARN MORE: For More Details on How Customer Retention Impacts Your Company’s Valuation, Download 18 Factors to Track When Valuing Your Software Business.

Acquisitions 52

Acquisitions Shares Sale M&A 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. His past clients include leading physician groups, healthcare facilities, and institutional healthcare investors. DOWNLOAD FULL ARTICLE The post What is the Value of my Medical Practice?

Medical 52

Medical Private Equity Healthcare Professional Services 52

Software Equity Group

JULY 9, 2024

“It could impact your valuation, which is why we want to ensure you’re thinking about this from the beginning.” Such contracts can materialize your company’s valuation in the eyes of a potential buyer. For more guidance on how to prepare now for a future sale, download our Complete Checklist for M&A Due Diligence.

Sale 52

Sale Corporation M&A Equities 52

Software Equity Group

APRIL 24, 2024

With a large total addressable market eager to adopt new technologies and supporting software, both PE investors and strategic buyers maintain great interest in this sector. For a deeper dive into current trends impacting the M&A climate, please download our 2024 State of Industrial / Manufacturing Software Report.

Manufacturing 52

Manufacturing M&A Business Management 52

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Repeating last year’s behavior, stocks and bonds correlated positively again in Q3, thus denying the traditional 60/40 investor any diversification benefits.

S&P 52

S&P Investment Portfolio Corporation 52

Devensoft

JUNE 13, 2023

Download the full article as a PDF. Download now Assessing Company Goals and Objectives Before pursuing a post-merger integration or divestiture transaction, it is important to understand the company’s goals and objectives. Download the post-merger playbook as a PDF to take with you. Get a copy to-go. Short on time?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Focus Investment Banking

SEPTEMBER 10, 2023

Additionally, it now supports file upload and download operations, features that were previously unavailable in ChatGPT. FOCUS Investment Banking has been providing M&A advisory services to business owners and investors in the Business Services sector for more than three decades. We’re here to help.

Business 52

Business Mergers and Acquisitions Management IT 52

FineMark

APRIL 13, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors. These two factors paint a valuation picture that is less attractive than it had been. “The stock market is a device for transferring money from the impatient to the patient.”

Banking 52

Banking Bank Investment Economics 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. We are working on a template for a CIM that you can download shortly from our site for free. As such, your accountant or CFO has to be part of the exit team.

Business 52

Business Sale Broker IT 52

FineMark

JANUARY 17, 2024

Charles Munger, vice chairman of Berkshire Hathaway Corporation, expressing why he thought he and his business partner, Warren Buffett, had been such successful investors for so long. On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

We believe this behavior should be ignored by long-term investors. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As asset allocators, studying the past helps us see the investment landscape for what it is—not what we wish it to be.

S&P 52

S&P Bank Investment Banking 52

Solganick & Co.

NOVEMBER 12, 2024

Download the complete report here: Solganick Technology Services M&A Update Q3 2024 Here are the highlights: Transaction volume and valuation multiples for technology services companies has remained solid during the third quarter of 2024, continuing to exceed pre-pandemic levels in aggregate.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

APRIL 4, 2025

Below, we cover the rise of the private label segment and why investors are drawn to private label and co-manufacturers across the food and beverage industry. DOWNLOAD THE FULL ARTICLE HERE. The post Why Private Label Foods Are Attracting Investors appeared first on FOCUS.

Food 52

Food Investors Manufacturing Retail 52

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). as most PE recruiting in other countries is off-cycle.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Focus Investment Banking

APRIL 13, 2025

A sale-leaseback occurs when a company sells an asset it ownstypically real estate, like a car wash facility in the case of ZIPSto a buyer (often a real estate investor or REIT) and then immediately leases it back for a long-term period. Lets start by understanding sale-leaseback transactions and the mechanics behind them.

Private Equity 52

Private Equity Debt Equities Profitability 52