Software Equity Group

JUNE 18, 2024

Doing this enables you to determine how timing impacts your decisions to pursue a liquidity event and ensures you make the decision to sell at the right time for you and your software company. See the details that highlight why now is an opportune moment to pursue a liquidity event.

Business 52

Business M&A Profitability Investors 52

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

Lake Country Advisors

JANUARY 23, 2024

Selling your business at this stage often means a higher valuation and favorable terms, making it a strategically sound decision. #2. They’re worth considering, especially if they align with your future goals and offer a fair valuation of your hard work. #3.

Business 52

Business Valuation Sale Profitability 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. What is Net Dollar Retention? All else being equal, NDR can mean the difference between a 2x multiple and a 6x+ multiple.

Business 52

Business Valuation Investors M&A 52

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Manufacturing Valuation 52

The TRADE

JULY 28, 2023

Are global macro events making emerging markets more appealing to institutional investors? This swift action helped them witness falling core inflation over the last five months, giving them a head start in managing this economic challenge compared to the developed world.

Debt 52

Debt Investors Economics Trading 52

OfficeHours

JULY 18, 2023

How I bought an apartment, funded business school, and still had fun in the midst of difficult economic times When it comes to timing the market and getting that anticipated bonus you’ve worked hard all year for, I couldn’t have gotten unluckier. I started my career in 2014 as an investment banking analyst in an oil & gas coverage group.

Investment Banking Analyst 130

Investment Banking Analyst Funds Recruitment Investment Banking 130

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. To start, your company should have strong unit economics and maintain a balance between growth and profitability. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations.

M&A 52

M&A Private Equity Valuation Equities 52

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. To start, your company should have strong unit economics and maintain a balance between growth and profitability. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations.

Sale 52

Sale Private Equity Valuation 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

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

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

Sica Fletcher

JULY 1, 2020

No one really knows how the pandemic will play out from a medical, economic, political, and societal perspective. This reflected the impact of valuations on deal flow and an increasing imbalance of potential sellers and buyers. Of course, no one can predict the course of events in the future. We face a future of uncertainty.

Private Equity 52

Private Equity Insurance Debt Equities 52

Solganick & Co.

JANUARY 9, 2024

This trend was a response to economic factors such as interest rate hikes by the Federal Reserve, leading companies to adopt more conservative M&A strategies, focusing on profitability and market consolidation rather than expansion. The acquisition aims to deliver a holistic candidate experience across all channels.

M&A 52

M&A Mergers and Acquisitions Recruitment Acquisitions 52

Software Equity Group

NOVEMBER 3, 2023

How Strong are the Unit Economics? When evaluating a software company, one of the most crucial factors is its unit economics. Software Equity Group often provides informal strategic guidance and advice to business owners in the years preceding a liquidity event. We also consider non-traditional buyers and industry leaders.

Profitability 52

Profitability Private Equity Equities Investors 52

Focus Investment Banking

AUGUST 6, 2023

While many people see this as merely “doing the right thing,” there is also often an economic payoff. Companies that can demonstrate strong ESG programs are more likely to command greater valuations when it comes to a sale. In other words, companies can “do well by doing good.”

Middle Market 52

Middle Market Business Government Profitability 52

Peak Frameworks

JUNE 27, 2023

Sponsorship Revenue Events, sports teams, and even influencers earn revenue through sponsorships where brands pay to be associated with them. A diversified revenue stream model can provide financial stability and allow a business to weather economic downturns.

Business 52

Business Sale Investors Profitability 52

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. First, the valuation you get can be very fair,” says Beard.

Debt 52

Debt Retail Business Private Equity 52

Sica Fletcher

JUNE 2, 2020

As a result, despite initial concerns, to date we have not seen any reduction in valuation multiples paid in the transactions we are closing. However, in the midst of a pandemic, and with the concurrent economic fallout, this may not be the case. What will the economic recovery look like? There are simply too many unknowns.

Insurance 52

Insurance Broker Private Equity M&A 52

Peak Frameworks

SEPTEMBER 12, 2023

The World Trade Organization (WTO ) plays a pivotal role in shaping the global economic landscape. Such disputes can significantly impact the valuation and financial planning of the companies involved. Impact of Global Events on WTO Financial Crises The 2008 Financial Crisis tested WTO's principles.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Cooley M&A

JULY 19, 2019

The statement reiterated details of the breach that dated back to 2014 in which the personal information of almost 400 million Starwood guests was exposed, of which about 30 million were in the European Economic Area (EEA) and seven million were in the UK. In any event, the ICO says Marriott can appeal and Marriott has said they would.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Risk Assessment Securities 52

How2Exit

JULY 3, 2023

The transcript highlights the need for the financials to tell the true story of the transferable economics of the business. The speakers explain that without clear financials, it becomes difficult for a buyer to assess the transferable economics of the business.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Utilize PEST analysis to assess political, economic, social, and technological factors. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Key Components of an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Cooley M&A

OCTOBER 29, 2018

M&A practitioners have long advised boards of directors that the Delaware courts have never found that the events or circumstances in a particular transaction met the contractual standard of having a material adverse effect (or MAE) as defined in a merger or acquisition agreement.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Business Pharmaceutical 52

How2Exit

MARCH 10, 2023

In today's market, the seller and buyer both need to be realistic and mindful of the current economic climate. It is also important to understand that black swan events are not as rare as people think, and that businesses need to be prepared for them. Integrating an acquisition is not a one-time event.

Book-building 130

Book-building Negotiation Business IT 130

Software Equity Group

OCTOBER 31, 2023

Such practices position you for a robust exit strategy and a higher valuation. Financial models offer a transparent view of a company’s current position and future potential, which in turn helps determine valuation and reassures investors that the company’s growth objectives align with their investment goals.

Financial Modeling 52

Financial Modeling Financial Models Business Profitability 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

Wall Street Mojo

FEBRUARY 9, 2024

It means if the price of an asset changes due to certain events, the portfolio value will follow suit. This shows that when replicating portfolios are built with specific objectives in view, working with multiple or exploratory combinations of assets can work wonders despite occasional market-related or other economic hiccups.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Mergers and Inquisitions

JULY 19, 2023

Investment Style – Long/short strategies depend more on timing and getting individual quarters and events right, while long-only strategies often use longer holding periods and require deeper dives into companies. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 52

Wall Street Mojo

JANUARY 15, 2024

read more that created cheap credit market infused liquidity, and freed up capital for lenders but ultimately collapsed because of a lack of comprehensive understanding of the systemic risk Systemic Risk Systemic risk is the probability or unquantified risk of an event that could trigger the downfall of an entire industry or an economy.

Debt 52

Debt Banking Bank Investors 52

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. How many live viewers does the average game have?

Investment Banking 105

Investment Banking Bank Banking Investment 105

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Utilize PEST analysis to assess political, economic, social, and technological factors. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Key Components of an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. For example, the sale of Horizon Therapeutics to Amgen for approximately $28 billion was the third-largest all-cash transaction in the pharmaceutical sector in history.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

11] Beyond the timeline of events leading up to approval, the “negotiations” that took place during that timeline were woefully insufficient. Musk himself even approved the projections of his grant that would be presented at the meetings, and the Compensation Committee did not include valuations for any other alternatives.

Negotiation 64

Negotiation IT Consulting Profitability 64

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

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory. This is part of a large move towards leveraging pricing for community good.”

Collaboration 52

Collaboration Management IT Business 52