IBG

SEPTEMBER 11, 2024

This article describes the financial information that buyers are likely to request and how you can be ready to provide it. That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years.

Sale 52

Sale Business Financial Statement Profitability 52

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. One of the key tasks is creating a forward price curve based on your view of supply and demand.

Funds 119

Funds Finance Finance Trading 119

Mergers and Inquisitions

MAY 15, 2024

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. They’ll also create case studies on the spot where they give you basic information about Portfolio Company X and ask how you might improve it.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Lake Country Advisors

OCTOBER 17, 2024

Vetting Buyers : Only pre-qualified, financially capable buyers are provided sensitive information about your business, ensuring you only engage with serious candidates. Brokers ensure that sensitive information is only shared with qualified buyers, safeguarding your company’s operations and reputation.

Broker 52

Broker Business Sale Negotiation 52

FineMark

JANUARY 20, 2023

We hold this duty sacrosanct and are humbled by your continued trust in our ability to grow and safeguard your financial assets. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability.

Economics 52

Economics Portfolio Equities Investors 52

Devensoft

JUNE 6, 2023

By having a clear understanding of the target company’s value, the buyer can negotiate from an informed position, ensuring a fair and favorable deal. Due Diligence Validation : Valuation serves as a validation of the information gathered during the due diligence process. Who are the target customers of the company?

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52