Wall Street Mojo

JANUARY 3, 2024

The same is vital for the publicly traded companies as they must present specific information on an ongoing basis to the Securities and Exchange Commission concerning their quarterly performance in form 10-Q. The company’s management has to decide when the fiscal quarter will start. This quarter plays an important role.

Financial Models 52

Financial Models Financial Modeling Public Trading Financial Statement 52

How2Exit

OCTOBER 2, 2023

Because now you make a significant impact when they acquire you, it looks, especially if they're publicly traded and they acquire you, it actually impacts their overall picture, a hundred million dollar company acquires a million dollar company. Then you get the chance that you're more intriguing to the strategic buyers too.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

Sun Acquisitions

OCTOBER 13, 2023

This approach relies on analyzing the market value of comparable publicly traded companies, known as guideline companies or multiples. Income-Based Valuation The income-based valuation method focuses on the target company’s ability to generate future cash flows and assesses the present value of these cash flows.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Benchmark International

JUNE 4, 2024

ALJJ is a publicly traded holding company and the parent of two industry-leading businesses, Realtime Digital Innovations and Faneuil. Benchmark International identified ALJJ as the potential acquirer through our marketing outreach to publicly traded companies in the commercial printing or coating industries.

Public Trading 40

Public Trading Sale Equities M&A 40

Sica Fletcher

MAY 8, 2020

Sica | Fletcher believes Brown & Brown is the publicly traded company that is most comparable to private, middle market U.S. If you're a retailer with less than a 25-30% margin, these figures present a good reach goal to shoot for. For more details, see BRO’s Q1 presentation. insurance brokers. billion: a ratio of 2.1x.

Insurance 52

Insurance Retail Debt Broker 52

Focus Investment Banking

SEPTEMBER 24, 2024

The focus here is on publicly traded companies. Past presenters have included Dana Corporation, Penske, Genuine Parts, O’Reilly Auto Parts, Monro, Inc. If you ever get the chance, try scoring an invitation to Gabelli Funds’ 48th Annual Automotive Symposium on November 4th and 5th, 2024 at The Encore. for the automotive space.”

Food 52

Food Retail Investment Banking Business 52

Software Equity Group

MARCH 18, 2024

As you likely know, we keep a close eye on the M&A market and publish quarterly and annual reports presenting the latest SaaS industry information. The SEG SaaS Index helps users conduct their own research on over 100 publicly traded SaaS companies.

Equities 52

Equities M&A Negotiation Investors 52

Tyton Partners

MARCH 28, 2024

New customer acquisition has gotten more difficult; this year could present similar challenges, particularly for those who have not conducted the right “training” in preparation. Absent a select set of market segments (e.g., In February 2019 Pearson divested its K-12 textbook business for $25 million in cash and a $225 million vendor note.

Sale 59

Sale Education Book-building Portfolio 59

Sun Acquisitions

NOVEMBER 17, 2023

Comparable Company Analysis (CCA): CCA involves comparing the target company to similar publicly traded companies. CTA provides a more industry-specific perspective and is useful when there are limited public comparables. CCA provides a market-based perspective on valuation but may not consider specific company dynamics.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Viking Mergers & Acquisitions

APRIL 17, 2023

He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. Jimmy also urges buyers to take a long-term view rather than solely focus on the present environment. This blended influence has served Jimmy well.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. I think it should excite you. To kick off the series, our guest today is Me and Only Me. With that comes some exciting things.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Intrepid Banker Insights

MARCH 28, 2023

On a macro level, weakness in publicly traded companies’ share pricing and multiples in one’s sector give insight into how investors are viewing the future, given the forward-looking nature of the stock market.

Capital 52

Capital Advisory Bank Banking 52

Software Equity Group

JANUARY 29, 2024

Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. A PE firm can present an investment opportunity but can’t force the limited partners to agree to it. First, let’s look at each type of buyer and how they evaluate an M&A opportunity.

Investors 52

Investors M&A Private Equity Equities 52

Software Equity Group

JANUARY 31, 2023

Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. A PE firm can present an investment opportunity but can’t force the limited partners to agree to it. First, let’s look at each type of buyer and how they evaluate an M&A opportunity.

M&A 52

M&A Private Equity Mergers and Acquisitions Investment 52

Cooley M&A

SEPTEMBER 16, 2022

In addition, currently public dual-class companies with transfer provisions that do not contain clear carve outs for the delivery of voting agreements in the M&A context should discuss with their advisers the possibility of adopting “clear day” amendments to their charters to include these carve outs. Vote-down termination fee (i.e.,

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

RKJ Partners

AUGUST 6, 2017

This means that the method evaluates the future cash flow of the company and then discounts those cash flows to the present day. Essentially, comparable company analysis looks at the value of publicly traded companies. Comparable Company Analysis: This analysis provides “relative” valuation.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Cooley M&A

MARCH 1, 2019

Whether there’s a looming threat of a government shutdown or a sudden stock market sell-off, or the auction bids come in below expectations, the alternative track may present a superior exit option. The usual pros and cons of being a publicly traded company will also need to be considered. What’s the time frame?

IPO 52

IPO Valuation M&A Business 52

Cooley M&A

JANUARY 22, 2021

Regardless of whether a wave of publicly traded PBCs emerges in 2021, it remains to be seen how PBC directors will balance the pursuit of socially responsible objectives and the duty to maximize traditional profit.

M&A 40

M&A IPO Mergers and Acquisitions Business 40

Focus Investment Banking

JANUARY 17, 2025

For the example, Strandberg used The Boyd Group , which owns Gerber Collision & Glass , as its a publicly traded company. Spoiler alert — I think it should excite you. A national consolidator offers to purchase the shop for $1.5 million — 50% of revenue, or five times EBITDA margin. billion, and its adjusted EBITDA was $368.2

Private Equity 52

Private Equity Equities Mergers and Acquisitions Business 52

Cooley M&A

JANUARY 25, 2023

Novartis announced plans to spin off its generics and biosimilars division into a publicly traded stand-alone company. From a buyer’s perspective, the challenges facing cash-poor and pre-clinical companies presented opportunities to acquire intellectual capital and assets at market troughs.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Software Equity Group

APRIL 4, 2023

In Part One of this two-part series, I presented the first eight marketing strategies to help get companies from the early stages to at least $10M in ARR. Our panel comprises leaders well-versed in go-to-market operations for SaaS businesses of all types, from bootstrapped startups to PE-backed and publicly traded companies.

Sale 52

Sale Book-building Business M&A 52

Transactional Delights

NOVEMBER 24, 2020

Leaks usually happen when there’s a stalemate in negotiations and can skew in the target’s favor in that the target may see a pop in its publicly traded price. On Friday, October 25, the day before the leak TIF was trading at $98.55. Bellonia presents Bogliolo with an unsolicited proposal of $120/share.

M&A 40

M&A Mergers and Acquisitions IT Shares 40

Cooley M&A

OCTOBER 29, 2020

Although an IPO and a de-SPAC transaction both result in the target’s stockholders owning equity in a publicly-traded company, it is very possible that a target’s existing governance documents, including stockholders agreements, do not account for a de-SPAC transaction in the way that they would an IPO. Competition / Variation.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Cooley M&A

JANUARY 25, 2023

Some sponsors, while unable to present compelling take-private proposals to targets, have deployed capital in private investments in public equity (PIPEs) of public targets, marketing these investments as both a vote of confidence for the incumbent board and much-needed liquidity to help the target weather the downturn.

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52