Focus Investment Banking

FEBRUARY 25, 2024

The benefits of going public are significant. First, there’s the ability to raise substantial capital by issuing shares to the public in an initial public offering (IPO), as well as secondary offerings. Lastly, going public is a liquidity event for the founders and early investors, allowing them to cash in on their success.

Private Equity 52

Private Equity IPO Public Trading Equities 52

Francine Way

JULY 10, 2017

Any structural elements that affect the equity value: Typically includes differences between public vs. private valuations, minority vs. control premiums, insider ownership, sizeable equity offerings, etc. Do they have the cash of debt/equity capacity to bid aggressively? What will someone pay for the company?

Valuation 130

Valuation M&A Equities Shares 130

Wizenius

APRIL 1, 2023

Diversity in equity claims: In most of the cases of publicly traded firms with one class of shares, all equity claims on the firm are equivalent.

DCF 52

DCF Equities Investors Finance 52

Wizenius

APRIL 8, 2023

Equity Value (today) = Equity Value at end of forecast period/ (1+Target rate of Return)^n 4) Because this is the valuation of the start-up before the VC invests his/her money in the business it is known as Pre-Money Valuation of the start-up 5) VC investors receive an equity share of the business in exchange for their investments.

DCF 52

DCF Valuation Equities Public Trading 52

OfficeHours

OCTOBER 23, 2023

Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. There have been various estimates of the percentage of equity volume that is controlled by hedge funds. Short selling can increase liquidity by increasing the supply of shares available for trading.

Financial Market 130

Financial Market Funds Risk Management Trading 130

OfficeHours

OCTOBER 16, 2023

In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. Another key reason is the potential ability to achieve higher returns than public investors.

Investors 100

Investors Private Equity Equities Debt 100

Focus Investment Banking

JANUARY 18, 2024

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. In that environment, very few firms sought IPOs, and there was a major slowdown in overall exits, whether private or public. There are only a few publicly traded companies in specialty consulting. As 2024 starts, the U.S.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Successful Acquisitions

JUNE 27, 2023

Will Cava Going Public Set the Table for Other IPOs? By David Braun, Founder and CEO, Capstone Strategic When Washington DC based restaurant chain Cava became a publicly traded company recently, it bucked a trend that has lasted nearly two years, a notable absence of American IPOs.

IPO 111

IPO Initial Public Offering Public Trading Private Equity 111

How2Exit

SEPTEMBER 25, 2023

He has extensive experience in buy-side M&A and has worked in various roles in private equity-backed businesses. rn Summary: Barak Routhenstein, VP of Corporate Development at Profile Products, shares his insights on acquisitions through the lens of corporate development and high-growth private equity. is important."

M&A 130

M&A Acquisitions Private Equity Portfolio 130

Lake Country Advisors

AUGUST 8, 2024

Market Capitalization Market capitalization is one of the simplest and most commonly used methods for valuing a publicly traded company. This metric provides a quick snapshot of a company’s total equity value as perceived by the stock market. First, identify a group of similar publicly traded technology companies.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

OfficeHours

JULY 18, 2023

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

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

Focus Investment Banking

JUNE 13, 2023

On April 23 a group led by private equity firm TPG agreed to acquire OneOncology, the nation’s largest independent community oncology network, in a deal valued at $2.1 While the biggest recent deal, OneOncology is hardly the first oncology platform to be sold to a private equity group. Alliance Health Services. US Oncology Network.

Hospitality 52

Hospitality Private Equity Medical Mergers and Acquisitions 52

TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. It’s likely not the exit Uplift was hoping for — and a sign of serious consolidation in the BNPL space, which just a few years ago was booming, buoyed by pandemic-era spending habits.

Finance 210

Finance Finance IPO Debt 210

Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] The Notice does not extend the netting rule to deSPAC transactions where target shareholders do not receive SPAC stock (e.g.,

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Francine Way

JULY 13, 2017

Calculating cost of debt, cost of equity, and weighted average cost of capital (WACC). Determining the year-by-year future non-equity claims from the latest 10-K, especially those that will occur during the forecast horizon, and their combined present value. Tangible Book Value = Book Value of Equity - Goodwill.

Valuation 130

Valuation M&A DCF Book-building 130

The Deal

JULY 21, 2023

“In many cases, external managers have their hands in multiple pots, at different publicly traded REITs, which each pay them probably too much,” he added.

Retail 52

Retail Management Government Investors 52

Wall Street Mojo

FEBRUARY 9, 2024

When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. At the same time, lower middle market private equity firms are more interested in this segment because of the variety of firms they get to seek across different sectors and industries.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Focus Investment Banking

AUGUST 6, 2023

ESG isn’t just a matter for large, publicly traded companies. This is particularly true if your partners are publicly traded or foreign-owned. It’s increasingly becoming a must for small and medium-sized businesses. If your company is dependent on government contracts, ESG should be a top priority.

Middle Market 52

Middle Market Business Government Profitability 52

Software Equity Group

JANUARY 29, 2024

You may think pitching your business to potential customers on a regular basis provides the experience needed to win over strategic buyers and private equity investors in an M&A process. Most private equity firms and strategic buyers can’t simply buy or invest in whichever company they choose.

Investors 52

Investors M&A Private Equity Equities 52

Solganick & Co.

APRIL 24, 2024

Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Software Equity Group

MAY 8, 2024

Buyer and Investor Activity We tend to group M&A buyers and investors into two main categories: strategic buyers and private equity firms. Public SaaS Multiples Even if your business is privately owned, your valuation could be impacted by the stock prices of publicly traded SaaS companies. in 4Q23, up 31% YOY against 4Q22.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 7, 2024

Buyer and Investor Activity We tend to group M&A buyers and investors into two main categories: strategic buyers and private equity firms. Public SaaS Multiples Even if your business is privately owned, your valuation could be impacted by the stock prices of publicly traded SaaS companies. in 4Q23, up 31% YOY against 4Q22.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

FEBRUARY 12, 2024

Instead of an all-cash payout, the owners of the acquired company accept an equity stake in the new entity as part of the deal. Also known as “ rollover equity ,” this arrangement can produce a second lucrative payday when the PE firm resells the company several years later. Not sure how to prepare an exit strategy?

M&A 52

M&A Mergers and Acquisitions Business Valuation 52

Tyton Partners

MARCH 28, 2024

Only McGraw-Hill retained its name, but it too had found itself subject to a split back in 2013, when it was sold out of publicly traded McGraw-Hill Companies to a private equity firm. Pearson then became Savvas Learning.

Sale 59

Sale Education Book-building Portfolio 59

Intrepid Banker Insights

MARCH 28, 2023

The M&A markets became significantly more challenged in the second half of 2022, and deal activity reported by investment bankers and private equity financial buyers has slowed down, with uncertainty and rising financing costs playing prominent roles.

Capital 52

Capital Advisory Banking Bank 52

The Deal

JULY 20, 2023

Advisers to activists and companies, however, both agree that the collection of data in the memorandum isn’t useful in identifying the extent to which activist investors employ cash-settled equity swaps for their campaigns — or how the proposal if adopted would affect their strategies. Elliott Management Corp.,

Investors 52

Investors Funds Shares Investment 52

OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Software Equity Group

FEBRUARY 28, 2023

Stock prices and valuations of many leading public SaaS companies have fallen drastically from the beginning of 2022—but while that will affect the private market, it does not necessarily spell doom and gloom. This post will examine the current state of public SaaS company valuations and what it means for private companies.

Valuation 52

Valuation M&A Stock Profitability 52

How2Exit

OCTOBER 2, 2023

rn Businesses can increase their value by working with professionals who can help them reach higher revenue thresholds and attract private equity firms. Damon provides valuable resources on his website for business owners looking to sell and encourages them to seek multiple opinions when it comes to selling their business.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

Software Equity Group

JANUARY 31, 2023

Most private equity firms and strategic buyers can’t simply buy or invest in whatever company they want. Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. Private Equity Investors The same is true for private equity (PE) firms, which are fiduciary investors.

M&A 52

M&A Private Equity Mergers and Acquisitions Investment 52

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Do you understand the different categories of buyers, including private equity investors, and how they differ from one another?

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Benchmark International

JUNE 4, 2024

ALJJ is a publicly traded holding company and the parent of two industry-leading businesses, Realtime Digital Innovations and Faneuil. Benchmark International identified ALJJ as the potential acquirer through our marketing outreach to publicly traded companies in the commercial printing or coating industries.

Public Trading 40

Public Trading Sale Equities M&A 40

Cooley M&A

JANUARY 25, 2023

Moreover, going-public transactions between life sciences companies and special purpose acquisition companies (SPACs) decreased significantly in 2022, with fewer investors willing to participate in private investments in public equity (PIPEs) as part of a de-SPAC transaction.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Cooley M&A

OCTOBER 29, 2020

which is unsurprising considering that the vast majority of SPACs that have announced business combinations are trading above $10.00 Given that a SPAC is an alternative means to going public, a significant portion of the webinar was dedicated to discussing some of the key differences—and similarities—between a SPAC and a traditional IPO.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Software Equity Group

APRIL 4, 2023

After hitting $12M in ARR, our founders decided to consider equity recapitalization to drive next-level growth. Our panel comprises leaders well-versed in go-to-market operations for SaaS businesses of all types, from bootstrapped startups to PE-backed and publicly traded companies.

Sale 52

Sale Book-building Business M&A 52