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CNBC: Investing
SEPTEMBER 16, 2024
Resilient economic growth should lead to modestly higher bond yields while continued earnings growth drives modestly higher equity prices,' Goldman said.
134 
Business Standard - FInance
JUNE 26, 2023
The rating upgrade reflects the view that they will continue to improve their asset quality, benefiting from good economic prospects and structural improvements in operating conditions
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CNBC: Investing
SEPTEMBER 26, 2024
Stocks rose Thursday, bolstered by positive economic data, and the S&P 500 nabbed another record close. Here's what CNBC is watching going into Friday.
88 
The New York Times: Banking
JANUARY 22, 2024
See how a handful of stocks have had an outsize impact on the performance of the S&P 500
138 
The New York Times: Banking
JANUARY 19, 2024
The S&P 500 crossed above its January 2022 peak after weeks of wavering. Investors have been buying stocks after homing in on signals that the Fed’s campaign of raising interest rates is over.
145 
The New York Times: Banking
DECEMBER 20, 2024
The S&P 500 jumped after a November inflation reading helped ease worries. A partial government shutdown, analysts said, wouldnt have a lasting economic impact.
52 
Global Banking & Finance
DECEMBER 17, 2024
By Gergely Szakacs BUDAPEST (Reuters) – Hungary’s central bank left its base rate steady at the European Union’s joint highest level of 6.5% on Tuesday, as widely expected, with falls in the forint, a rebound in inflation and an uncertain economic outlook making policymakers cautious.
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Global Banking & Finance
DECEMBER 10, 2024
stocks opened mixed Tuesday and the dollar rose, as investors awaited fresh inflation data and further economic news later in the week. The Dow Jones Industrial Average was down 0.35% in early trading, while the S&P 500 rose 0.10% and the Nasdaq Composite gained 0.66%. […]
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The Harvard Law School Forum
MAY 2, 2023
Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1] stock market in 2022 experienced increased volatility relative to 2021. 6] (more…)
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Global Banking & Finance
DECEMBER 16, 2024
By Maria Martinez BERLIN (Reuters) – Germany’s economic downturn eased slightly in December but business activity still contracted for a sixth month running, according to a survey published on Monday. The HCOB German flash composite Purchasing Managers’ Index, compiled by S&P Global, rose to 47.8
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Francine Way
JULY 11, 2017
Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. Inexpensive Excel-plugin simulator such as @RISK are available for download online.
130 
Global Banking & Finance
MAY 7, 2024
UK construction growth hits 14-month high in April, PMI survey shows (Reuters) – British construction companies enjoyed their fastest expansion in more than a year during April, despite a further drop in house-building, according to a survey on Tuesday that added to signs of an economic recovery from recession.
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OfficeHours
AUGUST 23, 2023
She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M. Ross School of Business and her master’s degree from Harvard Business School. As a pre-law student in undergrad, I double majored in Economics and Politics.
130 
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.
130 
Growth Business
MAY 23, 2023
London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. Financial services contributed £132bn to the economy in 2019, which equated to 6.9 Apply here.
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OfficeHours
OCTOBER 16, 2023
There are a few reasons why take-private transactions are and remain attractive for PE investors, both in the current economic environment and more generally. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook.
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Mergers and Inquisitions
MARCH 8, 2023
As the delivery date approaches, the underlying commodity’s price and its futures price converge. Some IB natural resource groups could potentially work, but if you want to be a trader, you’re still much better off starting in S&T. As a Trader, you might get another base salary bump and a small percentage of your P&L.
119 
OfficeHours
OCTOBER 23, 2023
There are a few reasons why take-private transactions are and remain attractive for PE investors, both in the current economic environment and more generally. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook.
130 
Sica Fletcher
AUGUST 18, 2020
Aggregate Number of Transactions The best source of data we have found for the number of insurance agent and broker M&A transactions for a given period is data aggregated by S&P Market Intelligence on announced transactions.
52 
Sica Fletcher
APRIL 2, 2024
Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.
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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. Learn more about the external influences shaping your SaaS company’s valuation multiple below. #1. It’s important to remember that no key metric exists in a vacuum.
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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. Learn more about the external influences shaping your SaaS company’s valuation multiple below. #1. It’s important to remember that no key metric exists in a vacuum.
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MergersCorp M&A International
NOVEMBER 1, 2024
Key metrics used include Price/Earnings (P/E) ratios, Price/AUM ratios, and enterprise value ratios (EV/EBITDA). By analyzing valuations of similar organizations, one can derive a contextual estimate of the AMC’s worth. High client retention rates also indicate trust and satisfaction, which are critical for sustained growth.
Razorpay
APRIL 10, 2024
Let’s delve into the world of purpose codes and understand their significance. A purpose code is a unique identifier issued by a country’s central bank that is necessary for the successful execution of international payments. This classification is pivotal for monitoring service flow and analyzing economic trends.
52 
The TRADE
JUNE 23, 2023
That is the same level as the expected 12-month forward earnings yield across the S&P 500, which has risen by >15% since January. These companies benefit from a wide economic moat, solid balance sheets, fat profit margins and solid revenue growth. The yield on three-month US Treasury bills was 5.3%
59 
Francine Way
JULY 8, 2017
Business adversity: An economic downturn, the loss of a major customer or the company’s key individual leader, an adverse market / political condition may drive shareholders to other investment alternatives. Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.
130 
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.
Sica Fletcher
MARCH 8, 2024
EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.
52 
The TRADE
DECEMBER 21, 2023
YTD the S+P is up 17%! Consider the challenges faced in 2023: Two wars, two major banks defaulting, an unprecedented 500bp hike in the Fed Funds rate… market resilience this year has almost defied logic. However, those headwinds haven’t disappeared. They’re merely sleeping. Rate hikes are notoriously laggy.
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Software Equity Group
MARCH 13, 2023
On the surface, things looked rough: the Dow Jones, S&P 500, and the NASDAQ all finished the year with significant losses, with tech stocks hit particularly hard. Median EV/TTM Revenue Multiple Down from 2021’s high of 7.3x, 2022’s median EV/Revenue multiple of 5.6x was only a slight decline from 2020’s 5.7x
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Sica Fletcher
JULY 11, 2024
However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.
52 InvestmentBank.com
JANUARY 14, 2021
In September 2020, the National Bureau of Economic Research released a working paper including an industry survey citing 900+ VC firms; this paper revealed a consensus that many portfolio companies were performing quite well in the face of Covid-19 and less than 10% were performing at levels that would raise significant concerns [3] [10].
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Software Equity Group
NOVEMBER 13, 2023
By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions. Gross profit margin is the first efficiency metric investors see on the P&L,” SEG Principal Austin Hammer said.
Sica Fletcher
MAY 29, 2024
Despite years of evidence suggesting that M&A activity decreases in times of economic uncertainty, it appears that the market has evolved to meet the needs of the times. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.
52 
FineMark
OCTOBER 17, 2023
Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. Consequently, by the end of July 2023, the S&P was up more than 20% for the year. This year was no different.
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Sica Fletcher
MARCH 28, 2024
Insurance M&A Trends: Equity in Insurance M&A Deals This is not surprising, based on the sense of general macroeconomic uncertainty over the last 5 years that resulted from the perfect storm of a global pandemic, uncertain supply chain issues, and economic downturn. Learn more at , SicaFletcher.com.
52 
The TRADE
OCTOBER 9, 2024
Varied approaches to the Covid-19 pandemic starting in 2020 paired with the subsequently varied approaches central banks have taken to abate the economic fallout has left traders, in particular those in the emerging and frontier fixed income space, more reliant on their relationships than ever, both internally and externally.
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Sica Fletcher
JULY 31, 2024
This places them perfectly in line with expectations of 2024 as a year of “slow recovery” from the economic downturn of the last two years. Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals. This has led to very high valuation multiples (~11.5x
52 
Peak Frameworks
OCTOBER 17, 2023
Agencies like Moody's and S&P evaluate the creditworthiness of issuers, influencing investor decisions. Moreover, global economic factors, like interest rate policies of central banks, directly influence the demand and supply dynamics of commercial paper.
52 
Mergers and Inquisitions
APRIL 19, 2023
The metals & mining team’s classification varies based on the bank. Metals & Mining Trends and Drivers The most important sector drivers include: Overall Economic Growth – When the economy grows more quickly, companies need more raw materials for cars, TVs, infrastructure, and everything else in modern life.
Sica Fletcher
JUNE 20, 2024
PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).
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Mergers and Inquisitions
JULY 31, 2024
The commonalities are that industrial companies serve enterprise customers and governments rather than consumers (with some exceptions, such as airlines) and are very sensitive to broad macro factors and economic conditions. Beyond that, we can say a few things about industrials vs. other verticals within PE.
Mergers and Inquisitions
SEPTEMBER 20, 2023
A: For this one, you should find highly specific markets – such as P&C insurance technology rather than “fintech” – and argue that others have overlooked them for reasons X, Y, and Z, but they could potentially create billion-dollar startups. A: The most important terms relate to economics and control.
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