Software Equity Group

NOVEMBER 6, 2023

The answers are rarely obvious, but the secrets of growth can be revealed through the concept of unit economics. Unit economics are a collection of metrics that can help business owners understand their financial performance on a per-unit basis. What Should SaaS Founders Consider When Evaluating Their Unit Economics?

Economics 59

Economics Profitability Business Sale 59

Shearman & Sterling

APRIL 16, 2019

On appeal, the Delaware Supreme Court reversed, finding that Earthstone initiated economic negotiations before the requisite MFW protections were put in place. As discussed in our prior post on the case, the Court of Chancery dismissed the case after concluding that the transaction was properly structured under Kahn v. 2d 635 (Del.

Negotiation 40

Negotiation Economics Private Equity M&A 40

How2Exit

OCTOBER 14, 2024

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Buyers are doing all this due diligence, and it has an impact on how they negotiate indemnification."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Explore the role of private equity now. Currently, inflation in the U.S. Currently, inflation in the U.S.

Investors 130

Investors Private Equity Equities Debt 130

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

How2Exit

MAY 16, 2023

This strategy involves identifying potential acquirers, negotiating the deal, and closing the transaction. Concept 3: Retain Equity For Semi-Retirement Retaining equity for semi-retirement is a great way for entrepreneurs to transition out of their business while still maintaining some level of involvement and ownership.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

Cleary M&A and Corporate Governance Watch

JUNE 5, 2023

9] Sellers claimed that this arrangement did not entitle Marquez to any equity interest in the subsidiary and instead provided Marquez with “something akin to a distribution right or contingent value right,” [10] whereas buyer claimed that this arrangement granted Marquez an equity interest in the relevant subsidiary. [11]

Private Equity 52

Private Equity Equities Capital Mergers and Acquisitions 52

Focus Investment Banking

JUNE 13, 2023

Compared to other medical fields like dentistry and dermatology, private equity involvement in orthopedic practices has been relatively small. Scale can also allow practices to negotiate better contracts with insurers and get better deals on supplies and equipment.

Private Equity 52

Private Equity Equities Healthcare Medical 52

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 130

Investors Private Equity Equities Investment 130

Shearman & Sterling

MARCH 17, 2020

Moreover, plaintiff asserted that the transaction was subject to entire fairness review because at least half the directors were conflicted by virtue of having rolled over substantial portions of their equity into the merger. prior to substantive economic negotiations." prior to substantive economic negotiations."

Negotiation 52

Negotiation Mergers and Acquisitions Economics Mergers 52

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. Obviously, the biggest buying market in this country is private equity firms.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

iMerge Advisors

APRIL 14, 2025

Even after months of diligence, negotiation, and documentation, the final 5% of the deal often requires 50% of the effort. Because this is when the most sensitive, high-stakes issues surfaceissues that can materially impact your economics, your risk exposure, and your post-close obligations.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

How2Exit

MARCH 24, 2024

b' E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon - Watch Here rn rn About the Guest(s): rn Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity. rn rn rn ".as rn However, ESOP readiness doesn't stop at the closing.

Business 130

Business Private Equity Mergers and Acquisitions Profitability 130

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates.

Private Equity 52

Private Equity Equities Investment Portfolio 52

How2Exit

MAY 15, 2023

Concept 3: Lawyers Provide Beneficial Skills Ronald talks about his economics professor who had a law degree and was a successful real estate investor. Concept 4: Leverage Debt For Multiple Expansion Leveraging debt for multiple expansion is a strategy used by private equity firms to increase their value and profitability.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Devensoft

AUGUST 21, 2023

In the fast-paced world of mergers and acquisitions (M&A), two titans of finance go head-to-head: venture capitalists and private equity firms. On the other side of the ring, private equity firms are focused on acquiring established businesses, restructuring them, and driving operational efficiencies to maximize returns.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

How2Exit

JULY 3, 2023

They act as intermediaries between buyers and sellers, helping to facilitate negotiations, conduct due diligence, and ensure a smooth transition. Whether it is in a specific industry or as a generalist, a skilled advisor can provide valuable insights, facilitate negotiations, and ensure a successful outcome.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

AUGUST 19, 2024

Economic volatility adds an extra layer of complexity to the ever-evolving landscape of mergers and acquisitions (M&A). Uncertain economic times, marked by market fluctuations and unpredictable consumer behavior shifts, pose significant challenges for financing M&A deals.

M&A 59

M&A Finance Finance Economics 59

How2Exit

OCTOBER 2, 2023

Reconciled sets the standard for consistency and quality that you can count on. David does not discuss individual stocks or mutual funds. rn About The Speaker: rn David C. Barnett is a small business expert, consultant, and author.

Business 130

Business Acquisitions M&A Finance 130

Shearman & Sterling

MARCH 17, 2020

Moreover, plaintiff asserted that the transaction was subject to entire fairness review because at least half the directors were conflicted by virtue of having rolled over substantial portions of their equity into the merger. prior to substantive economic negotiations." prior to substantive economic negotiations."

Negotiation 40

Negotiation Mergers and Acquisitions Economics Mergers 40

How2Exit

APRIL 2, 2024

He is an alumnus of UC Berkeley and previously worked at Industry Ventures, a venture capital and private equity firm. Reid shares his experiences from opening a fitness club during the uncertain economic times of the Great Recession to eventually operating multiple Anytime Fitness locations and delving into the industrial services sector.

Acquisitions 130

Acquisitions Trading Mergers and Acquisitions M&A 130

Peak Frameworks

SEPTEMBER 19, 2023

For instance, someone with a deep understanding of equity research who is also proficient in data analytics and global economic trends embodies the T-shape model. No longer can an investment banker function in isolation without understanding global economic trends, technological advancements, or geopolitical shifts.

Finance 52

Finance Finance IT Financial Modeling 52

Focus Investment Banking

FEBRUARY 12, 2024

I recently learned that two separate tire/service chains I had met with over the years had each transacted with single buyers that knocked on their doors in what we call a “negotiated” transaction. Nokian could have chosen a “negotiated’ transaction with Gill’s Point S, but decided to use market forces to get closer to a market price.

Negotiation 52

Negotiation Mergers and Acquisitions Business Private Equity 52

How2Exit

OCTOBER 2, 2023

With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses. rn The current market conditions, including the retirement of baby boomers and the economic impact of COVID-19, present opportunities for acquiring businesses. I buy into facts and realities, AKA private equity.

Book-building 130

Book-building Profitability Acquisitions Business 130

M&A Leadership Council

SEPTEMBER 21, 2021

Presently, Kevin is Managing Director of Fidelitas Capital Partners, a private equity sponsor focused on buyouts and growth-oriented equity recapitalizations of established lower middle-market sized companies. in Finance and Economics with Honors, and he was later the recipient of an M.B.A.

Middle Market 40

Middle Market Private Equity M&A Capital 40

Chesapeake Corporate Advisors

APRIL 8, 2024

Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome. The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021.

M&A 52

M&A Investment Banking Negotiation Investment 52

How2Exit

AUGUST 8, 2023

This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations. By selling a non-core asset at a higher multiple than the broader business would trade, the business can see equity value creation.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

How2Exit

JULY 23, 2023

He encourages buyers to approach negotiations with a mindset of fairness and to put forth offers that reflect the true value of the business. Carvalho highlights the advantages that corporate acquirers have over other types of buyers, such as private equity firms or individual entrepreneurs.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

Negotiation 64

Negotiation IT Consulting Profitability 64

Peak Frameworks

OCTOBER 30, 2023

Reflect on the instance of an individual contemplating a switch to a more economical phone plan. The Economic Implications of Switching Costs Switching costs play a pivotal role in several economic considerations: Pricing Power: Companies with high switching costs can often charge premium prices.

Economics 52

Economics Business Finance Finance 52

How2Exit

MAY 9, 2023

Once the financials and legal aspects are understood, it is important to negotiate the terms of the purchase. By bringing in a new owner, these businesses can become profitable again and continue to provide jobs and economic stability to the local community.

Business 130

Business Investment IT Economics 130

Lake Country Advisors

DECEMBER 5, 2024

Balance Sheets : Evaluate assets, liabilities, and equity to assess your company’s overall financial health. Buyers will factor these into their valuation, so being upfront about liabilities ensures transparency and avoids potential issues during negotiations. Identify patterns, such as steady growth or seasonal fluctuations.

Business 52

Business Valuation Negotiation Profitability 52

Peak Frameworks

SEPTEMBER 19, 2023

Proponents argue that by fulfilling this responsibility, firms indirectly benefit society by driving economic growth and innovation. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year.

Corporation 52

Corporation Private Equity Mergers and Acquisitions Corporate Finance 52

iMerge Advisors

APRIL 15, 2025

Why Open Source Raises Red Flags in M&A Buyers particularly strategic acquirers and private equity firms are increasingly cautious about open-source software (OSS) usage. Founders who address these issues early can avoid costly surprises and preserve leverage in negotiations.

M&A 40

M&A Acquisitions Valuation Sale 40

Focus Investment Banking

MAY 22, 2023

Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles. Speaking to an experienced M&A CPA ahead of time can save headaches during the negotiation process and potentially millions in taxes owed.

Business 52

Business M&A Sale Valuation 52

How2Exit

MARCH 22, 2023

Additionally, it is important to understand the unit economics of the business and be prepared for the market to pivot. Concept 11: Leverage Time for Equity Leveraging time for equity can be a great way to maximize the return on investments and increase the chances of success in M&A.

Business 130

Business M&A Mergers and Acquisitions Book-building 130

Wall Street Mojo

JANUARY 15, 2024

It can result from factors such as rapid technological advancements, economic downturns, strategic misjudgments, globalization, and government incentives that encourage excessive production. Firstly, economic downturns can trigger overcapacity as reduced consumer spending leads to weakened demand for goods and services.

Profitability 52

Profitability Utilities Economics Debt 52