JD Supra: Mergers

MAY 23, 2024

As applications and use cases for digital assets and their blockchain infrastructure grow and become more sophisticated, investments and valuations for businesses in these areas have grown as well. The growing number of opportunities have attracted a diverse group of investors and lenders.

Financial Institution 197

Financial Institution M&A Business Investment 197

Trout CPA: M&A

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Valuation 98

Valuation Business Advisory M&A 98

Align Business Advisory Services

AUGUST 12, 2024

Integrating high-tech tools like drone inspections, project management software, and advanced materials makes their processes more efficient and accurate, which can significantly boost their company valuations and make them more appealing to.

Valuation 98

Valuation Management Business 98

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking 105

Investment Banking Banking Bank Investment 105

How2Exit

OCTOBER 6, 2022

Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. NOTE: The longer the annual contract, the better the valuation. Scalability for Growth: All buyers project various growth scenarios before making an acquisition.

Management 130

Management Valuation S&P Acquisitions 130

JD Supra: Mergers

JULY 26, 2024

Below is his conversation with Brett Kornblatt, who is Managing Director of Industrials-Packaging at Stout, a global advisory firm that specializes in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Corporate Finance Advisory Valuation 165

How2Exit

MARCH 10, 2025

The Power of Virtual Rollups – Richmond discusses his success with virtual rollups, where companies in similar industries collaborate, scale, and eventually exit together for higher valuations. Management Buyouts. The Fastest Way to Exit? One of Richmond’s key insights is the psychology of the seller.

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

How2Exit

NOVEMBER 25, 2024

Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps. Roll-ups involve acquiring multiple small companies within the same industry and integrating them to form a larger operation, thus enhancing scalability and market valuation.

Business 130

Business Mergers and Acquisitions Finance Finance 130

PE Hub

JUNE 8, 2023

In this role, Mahoney will be responsible for leading the firm’s fund and investment accounting operations, in addition to leading the firm’s valuation and audit committees. The post HarbourVest hires Mahoney as managing director and fund accounting head appeared first on PE Hub.

Accountant 79

Accountant Funds Management Valuation 79

Financial Times - Banking

NOVEMBER 1, 2023

David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job

Management 90

Management Valuation Securities 90

How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to providing independent third-party valuation services for SBA lenders and individuals.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

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. According to a report by Mordor Intelligence, the Global Managed Service Provider Market was valued at $152.05 billion (USD) in 2020.

Management 100

Management S&P Acquisitions Business 100

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions M&A Insurance 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

Broker 52

Broker Insurance Valuation S&P 52

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

TechCrunch: M&A

AUGUST 2, 2023

Hopin , the virtual events startup that saw its star (and valuation) rise quickly during the COVID-19 pandemic, is most definitely coming down to earth. Today the company announced that it has sold its Events and Session business units to RingCentral for an undisclosed sum. It will be using the new assets to further diversify its business.

Business 227

Business Valuation IT Acquisitions 227

TechCrunch: M&A

MAY 31, 2023

Prior to starting Okay, Boulanger was working as a senior engineering manager at Google and Barreto was a vice president of product and engineering at Checkr. billion at a $50 billion valuation after being valued at $95 billion in March of 2021. As a SaaS company, Okay made money by selling subscriptions to its software.

Engineering 251

Engineering IPO Acquisitions IT 251

The TRADE

FEBRUARY 20, 2024

UAE national bank Commercial Bank International (CBI) has adopted Bloomberg’s multi-asset risk system (MARS) modules for counterparty risk, market risk and valuation. The bank will now adopt three additional modules of the solution, making MARS its primary risk management system.

Risk Management 64

Risk Management Management Banking Bank 64

Software Equity Group

OCTOBER 22, 2024

The difference pays off in higher valuations: Companies that can retain and grow within their customer bases, particularly in the face of a recession, are rewarded with higher multiples. These factors make high-NRR companies attractive to investors and buyers, often resulting in higher valuation multiples.

Valuation 52

Valuation Investors IT Management 52

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions is pleased to announce the closing of three Buy-Side campaigns in the last two months including an industrial pumps distributor, specialty electronics distributor, and a waste management firm. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

CNBC: Investing

MARCH 5, 2024

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

Portfolio Management 71

Portfolio Management Valuation Portfolio Investors 71

Sun Acquisitions

NOVEMBER 26, 2024

Imagine crunching historical data to identify potential synergies or using social listening tools to understand brand sentiment – all crucial information for making informed decisions about valuations and deal structures. Valuation Precision: Financial modeling software powered by advanced algorithms can improve valuation accuracy.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Acers mentions, "Change the frame.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Solganick & Co.

DECEMBER 20, 2024

Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners. Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector.

M&A 52

M&A IT Mergers and Acquisitions Valuation 52

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

Financial Statement 111

Financial Statement Financial Modeling Financial Models Middle Market 111

Global Newswire by Notified: M&A

NOVEMBER 15, 2024

15, 2024 (GLOBE NEWSWIRE) -- SkyQuest projects that the Global Talent Management Software Market will reach a value of USD 23.7 Talent management software is being demanded significantly since businesses across the globe are working rigorously to navigate the existing challenges of the modern workforce. Westford USA, Nov.

Management 45

Management Valuation Business 45

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group. His track record of advising on more than 40 closed transactions totaling over $1.5

Management 52

Management Investment Banking Middle Market Boutique 52

Mergers and Inquisitions

JUNE 5, 2024

How can I move from wealth management to investment banking ? It’s arguably the most difficult “front office to front office” transition within finance, so you should probably start by considering why you want to make this switch: Table Of Contents Why Switch from Wealth Management to Investment Banking? I hate this job.

Investment Banking 59

Investment Banking Management Banking Bank 59

The TRADE

DECEMBER 19, 2024

Regulatory reporting and risk management, security valuation and portfolio analysis, research, index strategy and historical simulations – among other analytics offerings – will be available via Snowflake as a delivery channel. million bonds with a 20 year look back period.

Book-building 52

Book-building Portfolio Risk Management Valuation 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers.

Funds 59

Funds Management S&P Recruitment 59

Global Newswire by Notified: M&A

DECEMBER 15, 2023

The Preferred Stock of the Company held by Luminus Management LLC and funds and accounts managed by Oaktree Capital Management, L.P.,

Corporation 89

Corporation Acquisitions Mergers Stock 89

How2Exit

OCTOBER 13, 2024

Lane has owned and operated various businesses, including banks and wealth management firms. Proper valuation and advisory are essential. Advisory Quality: The choice of a knowledgeable advisor can significantly impact the transaction process, guiding sellers through realistic valuations and expectations.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 63

Portfolio Management Valuation Sale Portfolio 63

Lake Country Advisors

MAY 16, 2024

More than anything, it creates a strong impression during business valuations and financial assessments. The Downside of Social Media on Business Value While social media can significantly enhance business value, it also comes with potential pitfalls and challenges that can negatively impact a company’s valuation if not managed.

Media 98

Media Business Sale Valuation 98