iMerge Advisors

APRIL 10, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Morgan bring unmatched reach and capital markets expertise. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Morgan bring unmatched reach and capital markets expertise. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

OfficeHours

JULY 11, 2023

Are there still upsell opportunities in a market like this? IS THE IPO MARKET COMING BACK? If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. What makes a great associate in your mind?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

JULY 31, 2024

The Top Industrials Private Equity Firms Mega-Funds and “Large” Private Equity Firms Upper-Middle-Market (UMM) and Middle-Market (MM) Firms Special Situations, Stressed, and Distressed Firms Newer / Smaller PE Firms with Some Industrials Focus How Do Industrials Private Equity Deals Work?

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MARCH 13, 2024

This style is about purchasing minority stakes in cash-flow-negative-but-high-growth companies that want to scale and eventually go public or sell (think: Uber or Airbnb before their IPOs). Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

JANUARY 3, 2024

Cava opened the IPO window and showed that a good company can go public in any market. The deal enables Main Squeeze to enter new markets and accelerate growth, which is particularly timely given the growing consumer demand for better-for-you options at fast-casual concepts. Subway sold to Roark Capital for $9.6

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52