Mergers and Inquisitions

MAY 24, 2023

Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

OfficeHours

AUGUST 20, 2023

As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses. 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

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. How do I prepare my business for sale or to attract investors? There are a few key areas to focus on when preparing to sell your business that are attractive to investors.

Business 52

Business Sale Negotiation Investors 52

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The speakers also touch upon the perspective of the buyer in a sale transaction.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Tyton Partners

FEBRUARY 3, 2025

As we project toward 2025, this sector is poised to sustain its robust performance, driven by substantial investor interest and the opportunities presented by a highly fragmented market. In 2025, investors are expected to focus increasingly on companies that enhance operational efficiencies within the education sector.

Education 52

Education Sale Investors Medical 52

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Wall Street Mojo

JANUARY 17, 2024

A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

JANUARY 17, 2024

It can even attract future investors. Every firm follows a different revenue distribution model—they keep a portion of revenue and distribute the remainder between shareholders, investors, employees, and even third-party distributors. Examples Let us look at some revenue sharing model examples to understand it better.

Shares 52

Shares Financial Modeling Financial Models Profitability 52

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. In a business selling a material product, your volume of sales requires you to increase the amount you spend on materials to produce said product. Sales and marketing expenses. These include general administration costs like rent.

Profitability 95

Profitability Professional Services Business IT 95

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). If you think about a standard DCF, metrics like Unlevered Free Cash Flow and Levered Free Cash Flow are a bit “imaginary” – because no company distributes them to its investors.

Valuation 64

Valuation DCF Debt Financial Models 64

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. At a multi-manager, however, you’ll spend more time analyzing the catalysts , evaluating investor sentiment , and poring through data and analytics.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Immediately after this sale, the bank also announced plans to raise additional equity and convertible preferred stock. Set Up a “Bond Ladder” – You know, just like every retail investor does.

Banking 123

Banking Bank Funds Government 123

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Don’t view the sale of your firm as a zero-sum game. Deciding what information to share through the data room is critical.

Negotiation 52

Negotiation M&A Investors Shares 52

Wall Street Mojo

JANUARY 15, 2024

They should ensure they fulfill their fiduciary duties towards the minority shareholders Minority Shareholders Minority interest is the investors' stakeholding that is less than 50% of the existing shares or the voting rights in the company. read more and not misuse their rights and privileges.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Wall Street Mojo

JANUARY 15, 2024

The importance of sufficient and appropriate audit evidence cannot be overstated, as it forms the basis for auditors’ conclusions about the fairness of financial statements. It provides stakeholders, including investors and regulators, with assurance regarding the reliability of reported financial information.

Financial Statement 52

Financial Statement Financial Modeling Financial Models Accountant 52

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 40

Wall Street Mojo

FEBRUARY 9, 2024

The bullish engulfing pattern confirmation helps individuals spot attractive entry points that can generate significant financial gains. It signals a potential reversal of investor sentiments, suggesting that a financial asset’s price might move upwards shortly after reaching the minimum value over a certain duration.

Financial Asset 52

Financial Asset Financial Modeling Financial Models Stock 52

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

MARCH 13, 2024

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. Scaling a company’s sales & marketing by hiring more sales reps. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

iMerge Advisors

APRIL 16, 2025

Key Drivers of Software IP Value Regardless of method, several qualitative and quantitative factors influence how buyers and investors assess IP value: Legal Protection: Are patents filed? For more, see How Do I Handle Earn-Outs in the Sale of My Software Business? Is codebase ownership clear?

Valuation 40

Valuation M&A Engineering Negotiation 40

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Wall Street Mojo

JANUARY 16, 2024

It aims to nullify the difference in the same or next accounting period Accounting Period Accounting Period refers to the period in which all financial transactions are recorded and financial statements are prepared. Balance reconciliation is required to ensure that all purchases and sales transactions are recorded properly.

Accountant 52

Accountant Bank Banking Financial Modeling 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Healthcare Private Equity Definition : A healthcare private equity firm raises capital from outside investors (Limited Partners), acquires companies in the healthcare services, devices, and healthcare IT segments, and aims to grow these firms and sell their stakes within 3 – 7 years to realize a return on their investments.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Regulations – Does the league allow private equity or other financial sponsor ownership?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.

Investment Banking 64

Investment Banking Equities Banking Bank 64

Mergers and Inquisitions

OCTOBER 11, 2023

The disadvantages are that it is quite difficult to move from these jobs into investment/deal-related roles, as some CRE investors “look down on” property management. If you want to go this route, find a management firm that works with commercial properties (or multifamily properties with 200+ units) owned by institutional investors.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

FEBRUARY 18, 2025

Recently, I discussed this with an investor, and as luck would have it, I had a direct example to draw from. A-list clients, a healthy P&L, and a strong sales pipeline. A financial model breaking down cost, value, effort, and time. Product value creation is the easy part because it follows well-established processes.

Engineering 130

Engineering M&A IT Financial Modeling 130

Lake Country Advisors

JANUARY 13, 2025

Identify Prospective Buyers Finding the right buyer is essential for a successful sale. Tax Implications : They work with accountants to address tax considerations, optimizing your financial outcome. Transition Planning : Advisors help establish a smooth handover, ensuring business continuity post-sale.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 9, 2025

As we explore in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , understanding the drivers behind those multiples is critical to setting realistic expectations and preparing for a successful transaction. Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers?

Valuation 40

Valuation M&A Discounted Cash Flow Business 40