Focus Investment Banking

OCTOBER 7, 2024

Mergers & Acquisitions For Dummies provides useful techniques and real-world advice for anyone involved with – or thinking of becoming involved with – transactional work. If you’re getting involved with a merger or an acquisition, this book will help you gain a thorough understanding of what the heck is going on.

Mergers 52

Mergers Acquisitions Mergers and Acquisitions M&A 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations. appeared first on Mergers & Inquisitions.

Valuation 64

Valuation DCF Debt Financial Modeling 64

How2Exit

AUGUST 2, 2023

With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. rn Summary: rn Kurt Stein discusses the role of technology, specifically artificial intelligence (AI), in mergers and acquisitions. Let's dive in.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Sun Acquisitions

JULY 5, 2024

In the ever-evolving business landscape, mergers and acquisitions (M&A) have become expected growth, expansion, and consolidation strategies. The path to a successful merger or acquisition is fraught with uncertainties, from financial risks to cultural clashes, regulatory hurdles, and market fluctuations.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

How2Exit

MARCH 12, 2023

Buyers and acquisitions and mergers professionals should also be aware of the legal documents that the seller has in place. All parties should be aware of any legal obligations that they may have in the event of a sale or merger. In addition to documenting ownership, it is also important to insure ownership.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Cooley M&A

SEPTEMBER 16, 2024

Just like the romantic union of global pop superstar Taylor Swift and Super Bowl champion Travis Kelce, in the business world, combinations of similarly sized companies – or so-called mergers of equals – can yield positive benefits if executed with care [1]. Call it what you want – defining a merger of equals transaction and process 1.

Mergers 52

Mergers Mergers and Acquisitions Valuation Stock 52

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. Conduct a Thorough Business Valuation: Before moving forward with an M&A deal, conducting a comprehensive business valuation is essential. A clear exit strategy ensures you’re prepared for any eventuality.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. Teachers Insurance and Annuity Association of America (TIIA ) , TIAA acquired Nuveen, a mutual fund and advisory firm, from Windy City for $6.25

Valuation 40

Valuation Mergers Advisory Insurance 40

Sun Acquisitions

JUNE 15, 2022

Business valuation, according to the Corporate Finance Institute , is the “process of determining the present value of a company or an asset.”. In this post, we’re going to answer why you need to conduct a business valuation, how you can determine your business value, and how to find the best business valuation specialists.

Business 52

Business Valuation Mergers and Acquisitions M&A 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated. Dry powder reached $1.4

Private Equity 52

Private Equity Insurance Debt Equities 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not.

Capital 59

Capital Valuation Investment Portfolio 59

Sun Acquisitions

FEBRUARY 3, 2023

2. Business Valuation With your business ready for review, you can go ahead with a business valuation. This is best done through a professional business valuation expert. 3. Business Marketing With your business ready for sale and a business valuation done, it’s time to enter the marketplace.

Business 52

Business IT Broker Sale 52

Mergers and Inquisitions

MARCH 22, 2023

Insure the Deposits – But this is expensive and is available only up to a certain per-account limit in most countries, such as CHF 100,000 in Switzerland and $250,000 in the U.S. Insuring all deposits or deposits up to $10 million is a bad idea because it will encourage bank executives to be even more reckless.

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

MARCH 13, 2023

Deposits up to $250K are insured in the U.S., If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., ” And the FDIC insurance fund will extend to all depositors at SVB and Signature Bank (another failure over the weekend). appeared first on Mergers & Inquisitions.

Bank 123

Bank Banking Funds Government 123

Cooley M&A

JANUARY 20, 2022

Undeterred by the pandemic, high target valuations, intense competition for attractive assets and regulatory uncertainty, the deal world again proved that robust activity is possible with distributed workforces Zooming through the market faster than you can say, “You’re on mute.”. R&W insurance shaping expectations in tech M&A.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

Focus Investment Banking

JANUARY 10, 2025

About 3 years ago, I joined the team at Focus Investment Banking, where I spend my time on mergers and acquisitions and capital raising within the collision repair industry. There’s also continued insurance challenges and a whole lot more. So it’s an industry I love. This is a tough business. It’s a big company.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

How2Exit

MARCH 1, 2023

The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. Finally, creative insurance products may also be available, but this is an area that requires expert advice and research. It requires a great deal of research, negotiation, and paperwork.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. According to the latest quarter, the average across all industries valuation for a professionally managed business is only a four-point-five times. Initially, the company was looking for a valuation of ten million dollars.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Mergers and Inquisitions

MAY 17, 2023

Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies. billion buyout of Duck Creek Technologies (insurance SaaS) in early 2023 for a seemingly nonsensical 234x EBITDA multiple and 7.6x

Private Equity 64

Private Equity Equities Recruitment Funds 64

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Financial risks: credit risk, liquidity risk, market risk, and valuation issues.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Focus Investment Banking

OCTOBER 23, 2023

We know that the formula for valuing high cash-flowing businesses is a multiple applied to profitability, but with lower-margin businesses, it’s likely to be an asset-based valuation comprised of the A/R, inventory and equipment — hopefully with a bump for goodwill. For more information, contact him at michael.mcgregor@focusbankers.com.

Funds 52

Funds S&P Investment Business 52

Focus Investment Banking

JANUARY 17, 2025

About three years ago, he joined FOCUS Investment Banking , where he works on mergers and acquisitions and raising capital within the collision repair industry. That valuation, depending on how you look at it, boils down to 193% of sales, or about 15 times EBITDA. It’s an industry I love, Strandberg said.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Business 52

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Financial risks: credit risk, liquidity risk, market risk, and valuation issues.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Cooley M&A

JULY 19, 2019

While it is unclear whether or how an alleged failure to conduct due diligence during a merger constitutes a GDPR violation, the ICO clearly feels that appropriate due diligence around security and privacy is important. Cyber incidents, however, are almost never straightforward, especially as they are first being investigated.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Risk Assessment Securities 52

InvestmentBank.com

OCTOBER 24, 2019

With larger physician networks and access to specialist’s hospitals also gain negotiating leverage with insurers and can participate in alternative payment models, such as capitated and bundled payments, through vertical integration. Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. Down from 25.8%

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

How2Exit

MARCH 30, 2023

When asked what made him want to do mergers and acquisitions, Jonathan said that it was a little bit self-serving. This includes making sure that the business is properly insured and that all taxes and fees are paid on time. This can be done by providing a range of valuations, from low to high, and letting buyers make their bids.

Business 130

Business Sale M&A Mergers and Acquisitions 130

Cooley M&A

JANUARY 22, 2021

Despite dealmaking anxieties in the first half of the year, valuations remained strong, and discount opportunities were few and far between. 10] The legislation also eliminated shareholder appraisal rights in connection with a conversion, while preserving appraisal rights in the context of a merger. [11] A SPAC-tacular Year.

M&A 40

M&A IPO Mergers and Acquisitions Business 40

Mergers and Inquisitions

OCTOBER 11, 2023

Appraisal / Valuation Real estate appraisal is the process of valuing a property, which is essential when it is being sold. This one is probably the best “initial job” in CRE because you can get in without great credentials, you’ll do plenty of real estate financial analysis and valuation , and you’ll meet plenty of brokers and investors.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Notice how “price” and valuation are not on this list. Q: Why growth equity?

Private Equity 59

Private Equity Equities Capital Valuation 59

Cooley M&A

JANUARY 22, 2025

And in the face of valuation disconnects, dealmakers in the public company space were less likely to rely on increased contingent consideration (relative to upfront payments) long viewed as a bridge to a transaction in the life sciences space to get transactions over the finish line.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

Focus Investment Banking

FEBRUARY 18, 2025

That is heady stuff, and that is why in the first edition of Mergers & Acquisitions For Dummies , I thanked the Internet. I said I had a TV show idea: Well lock an IT salesperson and an insurance salesperson in a room, and we wont let either leave until one person sells something to the other person. You knowyou! Wow, as if!

IT 52

IT Mergers and Acquisitions Government M&A 52

Mergers and Inquisitions

MARCH 19, 2025

Matt Stoller has an excellent article summing up the companys problems , but the short version is that it came under severe margin pressure due to pharmaceutical pricing : Health insurance companies in the U.S. appeared first on Mergers & Inquisitions. are unprofitable.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59

Focus Investment Banking

JANUARY 27, 2025

The market is healthy at the moment, with attractive valuations driven by conventional motives for merger activity. However, if production utilization, gross margins and valuation multiples all expand under the umbrella of newfound scarcity, it could become very valuable real estate indeed. We think it should.

Manufacturing 52

Manufacturing Electronics M&A Business 52

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Physicians for National Health Program note that 64% of health spending is paid by the government and most public sector employees are able to get health insurance from the government.

Healthcare 40

Healthcare M&A Valuation Hospitality 40