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

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A Legal Firms To watch GF Data’s full coverage of the roundtable event, click here. It’s Economics 101, when demand continues to rise while the supply of quality assets dwindles, prices rise.

Middle Market 52

Middle Market Private Equity Equities M&A 52

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. This post will examine the current state of public SaaS company valuations and what it means for private companies. What is the SEG Index?

Valuation 52

Valuation M&A Stock Profitability 52

How2Exit

OCTOBER 30, 2023

He has a background in running and growing businesses, with experience in equity partnerships and international operations. He discusses the challenges of the search process and the importance of understanding valuation and deal structure. rn Understanding valuation and deal structure is crucial in the search fund process.

Business 130

Business Capital Acquisitions Shares 130

Mergers and Inquisitions

JULY 31, 2024

If you ever tire of the hype around tech, industrials private equity might be an ideal hiding spot. Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. Table Of Contents Industrials Private Equity Defined What Has Drawn Private Equity Firms to Industrials Companies?

Private Equity 66

Private Equity Equities Middle Market Debt 66

The TRADE

MAY 3, 2024

Extremely attractive valuation differentials should also have played a role. Read more: The impact of geopolitical events on emerging markets Until there are clear signs of economic rebalancing taking place in China, asset allocation flows will likely also be subdued but we see no further scope for aggressive liquidation.

Valuation 105

Valuation Economics Trading Portfolio 105

OfficeHours

OCTOBER 16, 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. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 100

Investors Private Equity Debt Equities 100

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

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Software Equity Group

NOVEMBER 14, 2023

Read more to learn about SaaS gross margin and what it means for your company’s valuation. GPM serves as a good indicator of scalability for SaaS businesses and is an important metric investors consider to determine valuation – but more on that later. It’s no surprise valuation is positively correlated to gross margin.

Valuation 52

Valuation Profitability Investors Business 52

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

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant 52

Accountant Equities Debt Private Equity 52

Software Equity Group

OCTOBER 22, 2024

In today’s economic climate, retention is everything: Software companies with Net Revenue Retention (NRR) rates above 120% are trading at a remarkable 63% premium over the market median. These factors make high-NRR companies attractive to investors and buyers, often resulting in higher valuation multiples.

Valuation 52

Valuation Investors IT Management 52

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. Buyers will scrutinize your unit economics and scalability.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Focus Investment Banking

SEPTEMBER 19, 2024

This more aggressive monetary policy shift reflects the central bank’s heightened concerns about economic stability and its commitment to stimulating growth. In turn, this typically stimulates investment and spending, helping to buoy economic growth during periods of uncertainty or slower expansion.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Global Banking & Finance

DECEMBER 16, 2024

By Wayne Cole and Alun John SYDNEY/LONDON (Reuters) -Shares around the world nudged lower on Monday on soft economic numbers from China and Europe and as surging bond yields challenged equity valuations, kicking off a week packed with central bank meetings and major economic data. in […]

Retail 40

Retail Bank Banking Economics 40

How2Exit

OCTOBER 2, 2023

rn Valuation Insights: What's a Business Worth? It's a masterclass in understanding the intricacies of risk and valuation in the small business market. 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.

Business 130

Business Acquisitions M&A Finance 130

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 rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

OfficeHours

MAY 24, 2023

While a degree in finance, economics, or related fields is highly sought after, investment banks will hire candidates with a diversity of backgrounds, especially in STEM fields. To develop these skills, take classes in finance and economics, regardless of your major. investment banking, private equity , VC, etc.)

Investment 147

Investment Investment Banking Finance Finance 147

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Their concern isnt philosophical; its legal and financial.

M&A 40

M&A Acquisitions Valuation Sale 40

Global Banking & Finance

DECEMBER 16, 2024

By Wayne Cole SYDNEY (Reuters) -Asian stock markets were in a wary mood on Monday as surging bond yields challenged equity valuations, particularly for the richly priced tech sector, in a week packed with central bank meetings and major economic data. Figures from China out on Monday showed retail sales rose just 3.0%

Retail 40

Retail Valuation Economics Sale 40

The Harvard Law School Forum

MAY 3, 2023

Overview The techniques of M&A, including acquisitions, dispositions, mergers and spin-off or other separation transactions, are among the most important tools available to companies to anticipate and respond to the constantly changing economic, regulatory, competitive and technological environments in which they operate.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

How2Exit

OCTOBER 26, 2024

With a rich background in private equity, mergers and acquisitions, Branden has honed his expertise by working with various sectors including healthcare and real estate development. He has successfully built and exited companies, notably growing a business in the healthcare services industry to a $66 million valuation.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Hour By Hour In Growth Equity Want to learn about OfficeHours?

Private Equity 130

Private Equity Recruitment Equities Accountant 130

TKO Miller

MAY 11, 2023

Packaging Trends Q1 M&A Update Valuations continue to remain strong across the packaging industry, despite economic uncertainty, looming economic questions, and evidence of a slight slow down in dealmaking; as a result, companies with solid fundamentals can attract premium valuations Private equity was responsible for much of the transaction volume (..)

Middle Market 71

Middle Market Valuation M&A Economics 71

The TRADE

JUNE 23, 2023

What movement have you seen in the global equities market in the last week? For the first time ever, yield on cash, bonds and equities is the same in the US. This could shift again the pendulum towards a more defensive positioning in which investors require higher valuation premium to get compensated on risk assets.

Equities 59

Equities Investors Funds Trading 59

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity? Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

MergersCorp M&A International

NOVEMBER 1, 2024

A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Valuation Methods When it comes to the actual valuation, several methods can be employed: Comparable Company Analysis (Comps): This method involves comparing the AMC to similar firms in the industry.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

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. Expect thorough negotiations even if it's a smaller deal, especially with a private equity buyer."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Focus Investment Banking

FEBRUARY 22, 2024

For restaurant owners seeking capital or an exit, there is ample dry powder in the private equity markets – upwards of $3 trillion, a near record amount. While some restaurant chains are candidates for private equity transactions, others are targets for strategic buyers. Mike has also served as CFO for several multi-unit companies.

Private Equity 52

Private Equity Valuation Food Equities 52

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

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

The Deal

JULY 20, 2023

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners managing director Connor Mitchell dives into the world of staffing and consulting M&A, which saw record transaction volumes and valuations last year.

Consulting 52

Consulting M&A Private Equity Investors 52

Software Equity Group

MARCH 13, 2023

While some public strategics backed off, they were more than made up for by private equity companies with plenty of dry powder and a healthy competitive environment. speaks to a healthy environment, with multiples shored up by private equity buyers on the hunt for high-quality assets. was only a slight decline from 2020’s 5.7x

M&A 52

M&A Private Equity Equities S&P 52

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40