CNBC: Investing

MAY 1, 2024

While Big Tech valuations look reasonable to Barclays, the firm said they're "not the only game in town" and suggested investors diversify their portfolios.

Valuation 103

Valuation Portfolio Investors Stock 103

Global Banking & Finance

MARCH 4, 2024

Hipgnosis’ songs portfolio valuation falls sharply; extends dividend halt (Reuters) – The valuation of the songs portfolio owned by Hipgnosis Songs Fund has declined at least by a fifth from five months ago, the struggling UK music investor said on Monday as it halted dividend payments for the “foreseeable future” Shares in (..)

Valuation 40

Valuation Portfolio Funds Investors 40

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

The TRADE

SEPTEMBER 15, 2023

The top 50 companies demonstrating the highest momentum, muted volatility, attractive valuations and most profitability are identified by the MVP index. The post Bloomberg expands portfolio of thematic indices with new MVP index and pricing power index appeared first on The TRADE.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

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 69

Portfolio Management Valuation Portfolio Investors 69

TechCrunch: M&A

JUNE 27, 2023

billion valuation during the heady fundraising days of late 2021 (and $100 million earlier in 2021), today announced that it has acquired identity verification service Berbix for $70 million in cash and stock transactions. Socure , the identity verification service that raised a massive $450 million Series E round at a $4.5

Valuation 186

Valuation Acquisitions Engineering Healthcare 186

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

The M&A Lawyer

OCTOBER 26, 2015

He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth.

Private Equity 130

Private Equity Equities Valuation Management 130

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. We expect the technology and outstanding talent from Hopin will accelerate our ability to achieve these goals and help us differentiate our entire video portfolio.”

Business 218

Business Valuation IT Acquisitions 218

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 61

Portfolio Management Valuation Sale Portfolio 61

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Valuation 147

The TRADE

MAY 3, 2024

Extremely attractive valuation differentials should also have played a role. There is every reason to remain cautious on the former, but risk reward is highly favourable in the latter due to the dollar’s elevated valuations and lack of underlying positioning.

Valuation 105

Valuation Economics Trading Portfolio 105

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations.

Banking 105

Banking Bank Business Economics 105

Growth Business

OCTOBER 4, 2023

The first half of 2023 saw UK tech company investment fall to £5.9bn – the sharpest decline in Europe with interest rates, macroeconomic uncertainty, falling valuations and inflation slowing down the market across the continent.

Capital 111

Capital Funds Investment Portfolio 111

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

JUNE 6, 2023

Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals. Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. With multiple agencies within Onfolio's portfolio performing remarkably well, it becomes evident that they don't garner the recognition they deserve in the investment world.

M&A 130

M&A Acquisitions Business Public Trading 130

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

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 move follows previous adoption of MARS front office by CBI to aid its Libor transition.

Risk Management 64

Risk Management Management Bank Banking 64

OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 100

Investors Private Equity Debt Equities 100

Beyond M&A

SEPTEMBER 18, 2023

Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. For the discerning investor, it’s essential to understand that cybersecurity isn’t just a tech challenge; it directly influences a business’s valuation, growth potential, and long-term viability.

Investment 147

Investment Profitability Business M&A 147

The TRADE

DECEMBER 28, 2023

Monetary policy remains a crucial factor influencing Bitcoin’s valuation. The growing recognition of this fact among investors could further influence Bitcoin’s adoption and valuation in the coming year. This supply cut has historically supported price increases.

Trading 121

Trading Investors Valuation Broker 121

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. There’s usually a long list of previous VC investors as well. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” I liked the valuation work and enjoyed meeting a few alumni bankers at firms like [Firm Names] , and I’m interested in working on the types of deals the alumni discussed.”

Investment Banking 111

Investment Banking Bank Banking Investment 111

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance Advisory 52

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that?

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

Growth Business

SEPTEMBER 29, 2023

A good VC will typically commit to serving on portfolio companies’ boards and see their role as supporting these portfolio companies and management teams at key strategic points (whilst also letting them get on with running their businesses). Typically, partners at a VC fund will be obligated to invest in the fund for this reason.

Capital 96

Capital Investment Funds Investors 96

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. 4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Focus Investment Banking

SEPTEMBER 19, 2024

Valuation Dynamics While lower interest rates may fuel M&A activity by making financing cheaper, they also influence company valuations. In a low interest environment like years prior, buyers found themselves facing inflated valuations due to the inexpensive cost of debt. The next few months will be important to watch.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? 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. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. Effective process selection. Institutional investors usually have narrower operations than banks or insurers.

Investors 88

Investors Financial Services Insurance Investment 88

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. portfolio company Birkenstock GmbH & Co. Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. KG having an underwhelming start.

M&A 64

M&A IPO Retail Medical 64