Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. But outside of those, its status is murkier.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

Investment 52

Investment Book-building Sale Business 52

Wizenius

APRIL 8, 2023

Equity Value (today) = Equity Value at end of forecast period/ (1+Target rate of Return)^n 4) Because this is the valuation of the start-up before the VC invests his/her money in the business it is known as Pre-Money Valuation of the start-up 5) VC investors receive an equity share of the business in exchange for their investments.

DCF 52

DCF Valuation Equities Public Trading 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

Insurance 52

Insurance Valuation M&A S&P 52

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. It’s the best starting point toward achieving an optimal net profit. billion (USD) in 2020.

Management 100

Management S&P Acquisitions Business 100

MergersCorp M&A International

NOVEMBER 1, 2024

A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Valuation Methods When it comes to the actual valuation, several methods can be employed: Comparable Company Analysis (Comps): This method involves comparing the AMC to similar firms in the industry.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Wall Street Mojo

JANUARY 15, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 98

Accountant Financial Modeling Financial Models Valuation 98

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock.

Funds 119

Funds Finance Finance Trading 119

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

Wall Street Mojo

JANUARY 15, 2024

For example, an accountant records various financial data and presents them for the use of multiple stakeholders like an owner, shareholders, creditors, government, etc. #2 Also, manual intervention is still present here, generating an error. #4 and another person(stakeholder) needs information. read more , etc. #3

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Wizenius

JULY 17, 2023

Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. This is the perfect time to learn Excel formulas and create visually appealing presentations as they are fundamental to an investment banker's work. As a BBA graduate or any undergraduate, you have the advantage of time!

Investment Banking 52

Investment Banking Banking Bank Investment 52

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

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. If you worked at a startup, how did you win more customers or partners in a sales or business development role? Q: What are your strengths and weaknesses?

Capital 59

Capital Valuation Investment Portfolio 59

Sica Fletcher

JULY 11, 2024

We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. Streamlined Operations.

M&A 52

M&A Insurance Debt Equities 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. This approach has several advantages: Diversification. Lower costs.

Funds 52

Funds S&P Investment Business 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 29, 2024

This article presents our insurance M&A 2024 outlook by providing some essential statistics on what insurance agencies are currently selling for, as well as a few predictions from our research team about what to expect for the rest of the year. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

M&A 52

M&A Insurance Equities S&P 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

How2Exit

MARCH 20, 2023

Concept 6: Don't Fake It Until You Make It Unfortunately, there are times when people may try to “fake it until they make it” This means that they may try to present a story that is not entirely true in order to get the attention and support of potential partners and investors.

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M&A Mergers and Acquisitions Business Profitability 130

Mergers and Inquisitions

AUGUST 14, 2024

Then there was the Goldman Sachs AI report , which took a measured tone and presented both sides of the debate. Again, these are all perfectly viable and profitable businesses, but they don’t have the same margin or valuation profile as true SaaS companies. to enterprise customers.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

Software Equity Group

JANUARY 8, 2024

Having a clear understanding of the broader software industry is one of several key insights to a successful transaction and a better SaaS valuation. In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

Having a clear understanding of the broader software industry is one of several key insights to a successful transaction and a better SaaS valuation. In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry.

Business 52

Business Management Stock Mergers and Acquisitions 52

InvestmentBank.com

OCTOBER 24, 2019

It is widely regarded that these earlier attempts at consolidation ultimately failed; however, important lessons were learned by hospitals and private equity evident in how present-day physician practice transactions are structured [10] [26]. Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. 2019, May 2).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Mergers and Inquisitions

APRIL 19, 2023

The metals & mining team’s classification varies based on the bank. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). Sometimes, it’s in the broad “Natural Resources” group, but it could also be in Industrials , Renewables, or even Power & Utilities.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

M&A 52

M&A S&P Valuation Accountant 52