Financial Statement, Information and S&P - Investment Banking Today

Accounting Information System (AIS)

Wall Street Mojo

JANUARY 15, 2024

What Is Accounting Information System? For example, AIS may be a very simple ledger for various accounting, costing, and financial reports like Statement of Profit and Loss, Balance Sheet, etc. Table of contents What Is Accounting Information System? and another person(stakeholder) needs information.

Accountant

Accountant Financial Modeling Financial Models Financial Statement

M&A Blog #15 – valuation (tools and data preparation)

Francine Way

JULY 11, 2017

I will discuss general tools and credible sources of information that a valuation professional can use for the analysis. 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.

Valuation

Valuation M&A DCF Financial Statement

Profit and Loss Statement

Wall Street Mojo

JANUARY 17, 2024

What Is Profit And Loss Statement? 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 report helps investors determine a company’s profitability.

Profitability

Profitability S&P Financial Statement Accountant

M&A Blog #12 – sell-side acquisition (preparation)

Francine Way

JULY 8, 2017

Regardless of the base reason(s), the current owners and management of a company looking for a new owner should seek to: Maximize return on investment for current owners. The process starts with preparing the company for sales by developing marketing and informational material to distribute to prospective buyers.

M&A

M&A Acquisitions Sale Investment

M&A Blog #24 - Merger Relative Valuation

Francine Way

JUNE 22, 2020

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. Both tests detect the likelihood of earnings manipulation presence in financial statements through metric evaluations. Negative equity balance.

Valuation

Valuation M&A Mergers Mergers and Acquisitions

Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

How2Exit

SEPTEMBER 2, 2024

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Due diligence allows buyers to make informed decisions based on the target's financial status.

Acquisitions

Acquisitions M&A Mergers and Acquisitions Book-building

M&A Blog #16 – valuation (Discounted Cash Flow)

Francine Way

JULY 12, 2017

Once the extraordinary, unusual, non-recurring items are identified, the next (2nd) step is to have them added back / removed from the historical income statement to normalize the financial statement. Expense items are added back and gain items are removed.

Discounted Cash Flow

Discounted Cash Flow Valuation M&A DCF

Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock.

Funds

Funds Finance Finance Trading

New SEC Disclosure Rules for Cybersecurity Incidents and Governance and Key Takeaways

Cleary M&A and Corporate Governance Watch

AUGUST 2, 2023

2] , [3] The rules build on the 2011 guidance issued by the SEC’s Division of Corporation Finance (“2011 Staff Guidance”) and the 2018 Commission Statement and Guidance on Public Company Cybersecurity Disclosures issued by the Commission itself (“2018 Interpretive Release”). [4] Further, the Commission is including as Instruction 4 to Item 1.05

Government

Government S&P Risk Management Management

11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro

How2Exit

MARCH 23, 2023

It is important to understand what the buyer is looking for and to be able to provide them with the information they need in order to make an informed decision. Without accurate financials, it’s impossible to get an accurate evaluation of the business. Transferability is also key.

M&A

M&A Business Book-building Sale

Loan Calculator (Personal and Educational)

Wall Street Mojo

JANUARY 15, 2024

This tool proves indispensable for students and their families in making informed decisions regarding loan affordability, repayment terms, and budgeting for educational expenses. However, it’s important to note the limitations of educational loan calculators. How to Calculate?

Education

Education S&P Financial Modeling Financial Models

The Dividend Discount Model (DDM): The Black Sheep of Valuation?

Mergers and Inquisitions

MAY 3, 2023

In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. Also, the Terminal Value is normally based on a P / E multiple or a Net Income Growth Rate. Otherwise, the written version follows: Why Use a Dividend Discount Model?

Valuation

Valuation DCF Debt Financial Modeling

Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

FEBRUARY 28, 2024

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. And if you’re in a “quant credit” group or something similar, sure, you could use statistics to analyze bonds rather than traditional 3-statement and cash flow modeling.

Equities

Equities Debt Asset Management Recruitment

Understanding SaaS P&L: Improving Operations and Reducing M&A Process Friction

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

M&A

M&A S&P Valuation Accountant

Investment Banking Today

Accounting Information System (AIS)

M&A Blog #15 – valuation (tools and data preparation)

Trending Sources

Profit and Loss Statement

M&A Blog #12 – sell-side acquisition (preparation)

M&A Blog #24 - Merger Relative Valuation

Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

M&A Blog #16 – valuation (Discounted Cash Flow)

Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

New SEC Disclosure Rules for Cybersecurity Incidents and Governance and Key Takeaways

11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro

Loan Calculator (Personal and Educational)

The Dividend Discount Model (DDM): The Black Sheep of Valuation?

Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Understanding SaaS P&L: Improving Operations and Reducing M&A Process Friction

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