Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. With our experience in healthcare, manufacturing, technology, and construction sectors, we can provide valuable insights into current and projected demand trends.

Business 96

Business Sale Negotiation Broker 96

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. PE Portfolio Companies: strategic-financial buyer, typically focus on adding on to current product / service offering, market geography, or customer types.

M&A 130

M&A Acquisitions Sale Investment 130

Mergers and Inquisitions

JULY 31, 2024

But the real question is this: If you accept an industrials private equity job, will you end up more like Andrew Carnegie or Henry Phipps, or will your career trajectory resemble a distressed tire manufacturing company that later declared bankruptcy? Note that not all “large” funds do industrial deals.

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

AUGUST 16, 2023

But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals. On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China.

Private Equity 94

Private Equity Equities Recruitment Funds 94

RKJ Partners

AUGUST 6, 2017

Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. Although the price is high, these precious equity dollars are often a critical factor in an emerging company's success. So, what's the alternative?

Debt 40

Debt Capital Raising Capital Equities 40

Lake Country Advisors

OCTOBER 3, 2024

This method is particularly common in capital-intensive industries like manufacturing, where buyers may focus on acquiring the physical assets that drive production. Portfolio Diversification : Utilizing a 1031 exchange can aid in diversifying your investment portfolio.

Business 52

Business Mergers and Acquisitions Sale Capital 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. Minimal effort.

Funds 52

Funds S&P Investment Business 52

Wall Street Mojo

FEBRUARY 9, 2024

Examples Below are two examples of this market segment – one is hypothetical, and the other is from the world news – Example #1 Suppose Ryan opens a small battery manufacturing company. Since the company is new, it is less in valuation, but Ryan is adamant about offering better products and services.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. Aptean Aptean is a developer of enterprise resource planning (ERP) software for the manufacturing sector. It made four acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. Strategic buyers pay higher premiums than financial buyers who are most likely shopping to either flip or strip your resources to retro fit into their portfolio.

Business 52

Business Sale Broker IT 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. In these cases, moving manufacturing nearer to the United States (e.g., While private industry and the U.S.

S&P 52

S&P Investment Portfolio Corporation 52

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. With new general merger guidelines anticipated in 2023, companies should expect to see more from the agencies pushing the boundaries of traditional antitrust enforcement.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. This stability is crucial for finance professionals to manage currency risks in their portfolios. EU tariff battles.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Lake Country Advisors

JANUARY 16, 2025

Investing in a business broker tailored to niche industries like manufacturing, wholesale, construction, or technology ensures smooth transactions and maximum value. These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential.

Broker 52

Broker Manufacturing Business Valuation 52

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

OCTOBER 29, 2024

Field Service Management (FSM) has long been essential for industries like Utilities, Telecommunications, Transportation & Logistics, Home Services, Construction, Manufacturing & Equipment, Oil & Gas, Healthcare , Facility Management, Energy , and so on.

M&A 52

M&A Management Manufacturing Utilities 52

Focus Investment Banking

FEBRUARY 11, 2025

Overcoming Marketplace Uncertainty Rising interest rates introduced a difficult environment for private equity recapitalizations (where private equity groups sell a portfolio company to another buyer), so few of the older PE-backed ophthalmology organizations traded hands over the last few years. The theme is not entirely new, however.

Private Equity 52

Private Equity Healthcare Equities Medical 52

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products. 2] Novo Holdings $16.5

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

InvestmentBank.com

MAY 18, 2021

Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. The biotechnology subsector garners its value by developing, manufacturing, and marketing patented medicines that generate billions of dollars in revenue.

Healthcare 40

Healthcare M&A Valuation Hospitality 40