InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. Investors don’t care what you paid for your PP&E even if it has been depreciated in a reasonable matter. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Beyond M&A

SEPTEMBER 18, 2023

I’ve used the engineer’s informal notes instead of a polished report. For the discerning investor, it’s essential to understand that cybersecurity isn’t just a tech challenge; it directly influences a business’s valuation, growth potential, and long-term viability. What is an outside-in cyber assessment?

Investment 147

Investment Profitability Business M&A 147

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

How2Exit

MAY 20, 2024

He holds a first-class degree in civil and structural engineering from the University of Leeds and an MBA from the University of Chicago. rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies. Visit Echo Eight for more information.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Midaxo

APRIL 25, 2023

Prompt engineering” — figuring out how to ask questions that elicit the desired response — is a crucial skill. How to outline the process for negotiating deal terms and determining valuation? How to create a target identification process? How to develop a thorough due diligence process? How to develop an integration playbook?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Francine Way

JULY 7, 2017

They react to opportunities from external sources (investment bankers, deal brokers / advisors, investors, analysts, or potential targets’ senior management) who came to peddle deals; rather than acquire to support overall strategy, leverage strengths, and reduce weaknesses. Employees: What are the target’s labor relations policies?

M&A 130

M&A Acquisitions Consulting Capital 130

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. then reverse engineer that." then reverse engineer that." then reverse engineer that." then sell those businesses without the real estate."

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

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. public cloud computing adoption, data analytics, cybersecurity).

M&A 52

M&A Middle Market Valuation Capital 52

Growth Business

DECEMBER 1, 2023

Placing a lot of emphasis on their culture of engineering excellence, they’re determined to engineer a seismic shift in the banking industry. Other investors include JP Morgan and Australian bank Westpac. 10X creates a single customer record.

Bank 98

Bank Banking Business Engineering 98

How2Exit

JUNE 6, 2023

Wilson's background is in chemical engineering, a degree that he admits did not align with his true passions. The speaker shares examples of successful exits, where business owners were able to engineer a less stressful environment and move to a drier climate to deal with their health.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

How2Exit

NOVEMBER 12, 2023

Army soldier, engineer, and pilot. rn Unit-level economics are essential for building a successful company and attracting private equity investors. He stressed the importance of having a clear vision of the desired exit outcome from the beginning and reverse engineering the process to achieve that goal.

Private Equity 130

Private Equity M&A Equities Book-building 130

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Chesapeake Corporate Advisors

MAY 6, 2024

In his role as a Managing Director, Tim will leverage nearly 15 years’ experience to lead the management and execution of transactions for CCA clients across all of the industries the firms covers, including Engineering & Constructions, Government Services, technology, health care, industrials, and business services.

Management 52

Management Investment Banking Middle Market Boutique 52

Growth Business

JUNE 7, 2023

Speaking about the company’s plans to scale without turning to investors, CEO Anne Bowden has said: “Many start-ups and scale-ups are having difficulty raising funding now. And it’s fair to say that for a while some private market valuations became inflated, with predictable consequences for some. Starling, though, is different.

Funds 98

Funds Bank Banking Investment 98

How2Exit

NOVEMBER 1, 2022

Micro M&A Strategies To Grow Your Business: 4 Strategies Bio: Mushfiq is a prolific investor who buys, grows, and sells online businesses, and specializes in content websites. He has done 215+ website flips to date and several have resulted in multiple 6-figure exits.

M&A 130

M&A Business Mergers and Acquisitions Media 130

How2Exit

FEBRUARY 25, 2024

rn Building a quiver of private investors is crucial for executing sale leasebacks efficiently. rn The Human Drama of M&A: Beyond the Numbers rn M&A is not just about valuations, synergies, and the bottom line; it's fundamentally human. rn "Money is not always the most valuable thing to people.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

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

Growth Business

JUNE 2, 2023

VC is about investing in high-growth companies and enabling that growth… Anyone who is a passive investor is not a VC. We’re more careful about valuations, we’re looking for opportunities. Despite this, Valler is optimistic for the future, not least with the acceleration of the technology on many investors’ lips: AI.

Funds 59

Funds Investment Capital Engineering 59

How2Exit

MARCH 20, 2023

You need to have a story that resonates with your potential partners and investors. You need to have a story that resonates with your potential partners and investors. It is better to be honest and open about your story and let potential partners and investors decide if they want to get involved.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130

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

Wizenius

MAY 19, 2023

Growth: The Engine of Progress Growth is the lifeblood of any company, driving its expansion and prosperity. By employing this framework, analysts and investors can assess the growth potential of companies, aiding in valuation, decision-making, and identifying promising investment opportunities.

Investment Banking 52

Investment Banking Financial Modeling Financial Models Investment 52

Viking Mergers & Acquisitions

APRIL 17, 2023

Jimmy’s uncle was a lifelong risk-taker who became a Navy fighter pilot and, later, a successful investor. He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. As a result, he learned the value of consistency, staying the course, and avoiding risk.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Wall Street Mojo

JANUARY 15, 2024

Collateralized debt obligation (CDO) is a Structured product used by banks to unburden themselves of risk, and this is done by pooling all debt assets (including loans, corporate bonds, and mortgages) to form an investable instrument (slices/trances) which are then sold to investors ready to assume the underlying risk. read more it may cause.

Debt 52

Debt Bank Banking Investors 52

Software Equity Group

MAY 23, 2023

It’s even more important if you want to attract new investors or sell your company. The adjusted number gives potential investors or buyers a normalized metric by which to make more standard valuations across multiple companies. Also, be sure to read our post on The Rule of 40 , another go-to metric among software investors.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 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

How2Exit

MARCH 1, 2023

The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. For example, if a buyer is looking to purchase a convenience store that has gas pumps out in front of it, they should hire an environmental engineer to do a phase one environmental site assessment.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Mergers and Inquisitions

MARCH 13, 2023

If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., Set Up a “Bond Ladder” – You know, just like every retail investor does. Second, in the past week, VCs arguably engineered this run on the bank by panicking on social media and telling their portfolio companies to withdraw funds.

Bank 123

Bank Banking Funds Government 123

Focus Investment Banking

OCTOBER 30, 2023

Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. First, the valuation you get can be very fair,” says Beard.

Debt 52

Debt Retail Business Private Equity 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor.

Private Equity 105

Private Equity Equities Capital Portfolio 105

The Deal

SEPTEMBER 22, 2023

Most of those are acquired by large IP houses,” Ivest co-founding partner Aston Loch said following the firm’s August purchase of CloudCo at a roughly $100 million enterprise valuation. The investor describes CloudCo as a mini Warner Bros., combining two separate but related businesses.

Entertainment 40

Entertainment Private Equity Business M&A 40

Cooley M&A

FEBRUARY 7, 2023

Companies lacking cash turned to M&A to provide liquidity, while companies with cash on hand were able to capitalize on depressed valuations and undertake strategic transactions. the SEC does not shut the door on the use of projections in deSPACs).

M&A 59

M&A Mergers and Acquisitions Mergers Finance 59

Mergers and Inquisitions

MAY 17, 2023

Technology Private Equity Definition: A tech private equity firm raises capital from outside investors (Limited Partners), acquires minority or majority stakes in software, internet, hardware, and IT services companies, and grows and sell these stakes within 3 – 7 years to realize a return on their investment.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Software Equity Group

MAY 2, 2023

No matter what stage your business is in, building a strong go-to-market (GTM) engine is likely a critical priority; 72% of organizations cite pipeline generation as their #1 priority, according to Gartner. SaaS leaders usually understand this, but they are often less clear on how to create a strong GTM that, in turn, improves valuation.

Business 52

Business Sale Valuation Accountant 52

Mergers and Inquisitions

JULY 31, 2024

Growth” was less of a goal than financial engineering and multiple expansion via cost cuts to improve metrics like Return on Invested Capital (ROIC). For example, Industrial Growth Partners (IGP) focuses on “engineered products businesses” and “niche industrial services companies.”

Private Equity 66

Private Equity Equities Middle Market Debt 66

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Software Equity Group

JUNE 20, 2023

At SEG, for example, we reach out to well-known investor brands like Vista Equity Partners, Mainsail Partners, and Level Equity and put together panels to discuss their perspectives on the market. Most CEOs understand that marketing is important, but they usually don’t have a background in it and don’t know where to start.

Collaboration 52

Collaboration Business M&A IT 52