Lake Country Advisors

AUGUST 8, 2024

It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

OCTOBER 6, 2022

Gross Margin: Gross Margin is one of the most important lines on your P&L and is the way buyers measure how efficiently your MSP makes money. It’s the best starting point toward achieving an optimal net profit. Looking for more information? These platform MSPs subsequently trade at higher values.

Management 130

Management S&P Valuation Acquisitions 130

The TRADE

JANUARY 22, 2025

When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JULY 26, 2024

” The FCA’s new rules also mean firms will not have to disclose their top providers in terms of payment amount – something highlighted by participants in the consultation. Instead, they will have to provide information around the breakdown of types of provider in the budget.

Asset Management 109

Asset Management Consulting S&P Management 109

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 130

M&A Acquisitions Sale Investment 130

The TRADE

MAY 1, 2024

The SSI status query can be done at the point of account opening or at any time during the trade lifecycle, with SSI status information for trade permissions available via DTCC’s ALERT API.

Trading 64

Trading S&P Collaboration Accountant 64

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. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Sun Acquisitions

OCTOBER 13, 2023

This article aims to provide a concise overview of some commonly used valuation techniques and shed light on their significance in facilitating informed decision-making during the M&A process. This approach allows acquirers to factor in the time value of money, risk, and the target company’s growth prospects.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

FEBRUARY 25, 2023

These websites are often listed online on websites such as Flippa, where it’s possible to find great deals. It’s also possible to find websites that have been neglected and are not generating much revenue but could be turned around with some work. This can provide a significant boost to a website’s bottom line.

M&A 130

M&A Engineering IT Investment 130

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

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 52

S&P Sale Management IT 52

Sun Acquisitions

NOVEMBER 17, 2023

When two companies decide to join forces, understanding the value each brings to the table is critical to making informed decisions. It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del.

S&P 52

S&P Corporation Funds Acquisitions 52

The TRADE

DECEMBER 29, 2023

Trading data made available via APIs informs trading decision making, and trading desks are starting to automate their workflows using the information contained in the data sets. In 2024, we to see an increased use of trading algos in FX. The year will also bring more clarity about use cases leveraging generative AI and digital assets.

Trading 64

Trading S&P Asset Management Collaboration 64

Cleary M&A and Corporate Governance Watch

AUGUST 2, 2023

that a “registrant need not disclose specific or technical information about its planned response to the incident or its cybersecurity systems, related networks and devices, or potential system vulnerabilities in such detail as would impede the registrant’s response or remediation of the incident.”

Government 52

Government S&P Risk Management Management 52

The TRADE

APRIL 8, 2024

Previously in his career, he spent over five years in the CME S&P 500 futures trading pit. Prior to joining Morgan Stanley, Grinfeld was a vice president at Goldman Sachs for futures and derivatives sales trading. Grinfeld will head up the division alongside Brian Cashin who joined Liquidnet from Bank of America in March 2022.

S&P 59

S&P Trading Bank Banking 59

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. Start in trading and pivot into commodities.

Funds 119

Funds Finance Finance Trading 119

Growth Business

MAY 23, 2023

London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. Get more information here. Apply here. Interested?

Engineering 80

Engineering Finance Finance S&P 80

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 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

OfficeHours

OCTOBER 16, 2023

After that, you can look to sources with private company information to understand how the company has performed under private ownership (e.g. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook. Pitchbook).

Investors 100

Investors Private Equity Equities Debt 100

The TRADE

JUNE 28, 2023

The new tool uses historic bond pricing and CDX constituent information from S&P Global to identify ten liquid bonds every day that have a “high chance of excess short-term momentum”. Wavelabs is now working with a large US asset manager on a systematic portfolio screening tool.

Portfolio Management 72

Portfolio Management Asset Management Trading Portfolio 72

Successful Acquisitions

SEPTEMBER 11, 2023

It’s a balance where numbers meet intuition, and neither aspect should be ignored. Purposes of Valuation Before diving into the nuts and bolts of valuation, it’s crucial to understand its purposes. This includes macroeconomic trends, industry-specific data, and company-specific financial information.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 40

S&P Sale Management IT 40

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit.

Management 100

Management S&P Acquisitions Business 100

OfficeHours

OCTOBER 23, 2023

After that, you can look to sources with private company information to understand how the company has performed under private ownership (e.g. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook. Pitchbook).

Investors 130

Investors Private Equity Equities Investment 130

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del.

S&P 40

S&P Corporation Funds Acquisitions 40

Sica Fletcher

MAY 15, 2024

Sica | Fletcher’s own SF Index , for example, tracks the top 40 active buyers in the insurance space, providing up-to-date information on EBITDA multiples and other sector-specific deal information. In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data.

Insurance 52

Insurance S&P M&A Valuation 52

Razorpay

NOVEMBER 15, 2023

About Duroflex- A Legacy of Sleep Innovation Duroflex, a distinguished Indian brand specializing in sleep solutions, has a storied 55-year history that traces back to its visionary founder, Mr. P C Mathew, who set out to revolutionize the art of sleep. The spirit of innovation continues to drive Duroflex’s journey.

S&P 52

S&P IT Healthcare Manufacturing 52

Sica Fletcher

JUNE 11, 2024

Last year's data saw PE firms acting as buyers in ~90% of all transactions. Our data, pulled from the SF Index, tracks approximately 75% of all deals done within the sector, making the information provided in the sections above especially data-driven. Whereas 2022 saw equity making up nearly 17.5% as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

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. This is especially true if the business is being sold to a third-party.

M&A 130

M&A Business Book-building Sale 130

How2Exit

OCTOBER 10, 2023

Ron rn rn rn About The Guest(s): Juan Braschi is the CEO of Boopos, a company that helps talented buyers acquire businesses and provides flexible financing for buying e-commerce and software-as-a-service (SaaS) businesses. By thoroughly analyzing these factors, Boopos can make informed decisions about which businesses to fund.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

Sica Fletcher

AUGUST 18, 2020

Aggregate Number of Transactions The best source of data we have found for the number of insurance agent and broker M&A transactions for a given period is data aggregated by S&P Market Intelligence on announced transactions.

M&A 52

M&A Insurance S&P Broker 52

Sica Fletcher

APRIL 30, 2024

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

Insurance 52

Insurance Valuation M&A S&P 52

Street of Walls

SEPTEMBER 4, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined for the second consecutive week but ended positive for the month The S&P 500 declined by 0.3% In 3Q12, the S&P 500 has risen by 3.3% in the week and the Russell 2000 growth index rose by 0.5% in the week.

M&A 40

M&A Underwriting S&P Debt 40

Software Equity Group

FEBRUARY 26, 2024

Being aware of these terms and their implications can significantly enhance your ability to navigate negotiations, make informed business decisions, and demonstrate a comprehensive understanding of your company’s value. The cash accounting or the accrual method is used to prepare P&L statements.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

Razorpay

APRIL 10, 2024

Let’s delve into the world of purpose codes and understand their significance. A purpose code is a unique identifier issued by a country’s central bank that is necessary for the successful execution of international payments. So, it’s crucial to understand and use purpose codes correctly.

S&P 52

S&P Accountant Capital Trading 52