Lake Country Advisors

OCTOBER 3, 2024

This guide delineates the various types of business sales, analyzes the corresponding tax ramifications, and underscores the importance of collaborating with a team of experienced transaction specialists, including a proficient business broker. They also provide a structured market for the shares of departing owners.

Business 52

Business Mergers and Acquisitions Sale Capital 52

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Focus Investment Banking

MAY 22, 2023

This involves deciding on the terms of the sale, including the purchase price, payment structure, and any contingencies that may apply. Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business.

Business 52

Business M&A Sale Valuation 52

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. First, the valuation you get can be very fair,” says Beard. continues Beard. “I

Debt 52

Debt Retail Business Private Equity 52

Focus Investment Banking

SEPTEMBER 10, 2024

The rise of plant-based alternatives has impacted traditional dairy sales, but the industry remains strong. The North American ice cream market is currently valued at $22 billion in retail sales, with a projected growth rate of 3.4% The ice cream division, which posted sales of $8.57 CAGR through 2027.

Food 52

Food Private Equity Business Sale 52

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

The Deal

AUGUST 9, 2023

New York-based 1010data has a strong presence in what Dhawan calls the “dollar channel,” which includes value-oriented price-competitive retailers such as Dollar General Corp. (DG) Overall, the company has about 1,500 customers in retail, financial services and other markets. billion valuation in 2021.

M&A 40

M&A Private Equity Retail Financial Services 40

Viking Mergers & Acquisitions

APRIL 17, 2023

In addition, Jimmy worked closely with clients to streamline workflows, boost sales volume through channel development, and increase revenue while reducing operating costs. Selling a business can be the most significant decision in a person’s life, and we have no interest in rushing our clients through a sale or purchase.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Wall Street Mojo

JANUARY 15, 2024

They are typically derived from sources like the payroll system, financial statements, reports, sales and purchase data, invoices, inventory , etc. Data can be anything like sales ledger Sales Ledger A sales ledger is a ledger entry that records any sale in the book of records, even if the payment is received or not yet received.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Solganick & Co.

MARCH 11, 2022

“Public market software company valuations have been battered starting in November of 2021. Interestingly, the Covid-19 pandemic appeared to have a direct impact on the lower middle market’s fastest-growing tech sector, retail technology (e-commerce and computer hardware/software), where deal volume increased 132% YoY.

M&A 52

M&A Middle Market Valuation Private Equity 52

How2Exit

MAY 29, 2023

He says that companies should focus on creating value, which starts with sales. He warns that too many retailers are looking for a quick dollar and are degrading the value of their brand through constant price breaks and promotions. This organization is dedicated to helping companies create value, not just individual sales.

Business 130

Business Sale IT Book-building 130

Wall Street Mojo

JANUARY 17, 2024

It also demonstrates the company’s ability to increase sales and profits by controlling its debts and costs. The basic profit-and-loss statement’s first line highlights the company’s annual gross income from sales and external sources. In some business, the income tax will be a part of the cost of sales.

Profitability 52

Profitability S&P Financial Statement Accountant 52

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell. Once a sale has been decided, the process to look for a new owner is pretty well established.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

InvestmentBank.com

SEPTEMBER 18, 2019

billion in sales annually in the U.S [4]. Turmeric and curcumin sales have been a burgeoning and extremely researched market over the last 5 years [5] [6]. Those making online, direct-to-consumer (DTC), nutritional supplement purchases—not through Amazon which is ~29%—only accounts for about 3% of all nutritional supplement sales [7].

Food 52

Food Valuation Acquisitions M&A 52

Francine Way

JULY 7, 2017

Wholesale, retail, or direct? Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? Some industries may have additional evaluation criteria, i.e.: retail with same-store sales trends, number of stores, etc. Customers: Who is the target serving? Any unions?

M&A 130

M&A Acquisitions Consulting Capital 130

The Deal

SEPTEMBER 22, 2023

Most of those are acquired by large IP houses,” Ivest co-founding partner Aston Loch said following the firm’s August purchase of CloudCo at a roughly $100 million enterprise valuation. Care Bears is a multi-generational evergreen brand that’s done $5 billion in sales at retail,” Loch added. “It’s

Entertainment 40

Entertainment Private Equity Business M&A 40

Focus Investment Banking

MARCH 24, 2024

In the dynamic realm of direct-to-consumer (DTC) businesses, a clear hierarchy emerges in private equity valuations, largely based on the perceived stability, scalability, control over supply chains and customer experiences. The hierarchy in DTC business valuations reflects a balance between risk and reward.

Private Equity 52

Private Equity Valuation Equities Business 52

TM Capital

NOVEMBER 29, 2022

Early-Inning Valuations “There’s been a change in people’s perspective around how they’re categorizing these types of businesses,” said Jarrad Zalkin, managing director at investment bank TM Capital. . based Massey Asphalt Paving in its sale to Atlantic Southern in July.

Capital 52

Capital Middle Market Private Equity Business 52

Razorpay

JULY 27, 2023

Underwriting is the process of assessing financial risk and committing to purchasing the shares from the issuing company to ensure the successful sale and distribution of the newly offered securities to investors. Investment Banks help businesses with valuations, deal negotiations, and more. This is called underwriting.

Investment Banking 52

Investment Banking Banking Bank Investment 52

How2Exit

APRIL 29, 2024

rn rn rn Justin also considers the role of AI in enhancing business operations, particularly in generating better sales copy and streamlining processes. rn rn rn The episode rounds off with practical pointers for preparing a business for sale, with a timeline of 12-24 months in mind. What are they (the buyers) trying to buy?

M&A 130

M&A Mergers and Acquisitions Business Sale 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. Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

NOVEMBER 1, 2023

Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. At the time of the deal, it was expected to grow sales at 3-5%: Remember that PE deals do not require “growth.”

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. In August 2021, ZEPZ raised $292m in a funding round which saw its valuation increase to $5bn. #7 Its offering includes key products for retail banks, such as current accounts, savings, loans, credit cards and mortgages.

Insurance 52

Insurance Banking Bank IT 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Periculum Capital

APRIL 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of 21st Amendment, Inc. 21st Amendment” or “Company”), a long-standing and locally recognized wine and spirit retailer, to US Liquor Group LLC. in its Sale to US Liquor Group, LLC. The post Periculum Advises 21st Amendment, Inc.

Sale 52

Sale IT Advisory Corporate Finance 52

Peak Frameworks

AUGUST 24, 2023

Indirect Distribution Channel In contrast, indirect distribution involves third parties, such as wholesalers, distributors, or retailers. Benefits: Extended reach, reduced operational burden, and potential for higher sales volume. Benefits: Increased market penetration and potential for higher sales.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Sun Acquisitions

JULY 29, 2022

Increase the company’s market valuation. billion to $15 billion and raised the company’s market valuation from $14 billion to $400 billion. Many businesses today, especially those in retail, tend to have both a physical and an online presence. Secondly, conducting the business valuation will be less challenging.

Business 97

Business Profitability Sale Valuation 97

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll also draft sales team memos and registration statements and conduct due diligence if you’re leading the offering. I recommend accepting a capital markets offer over pretty much any non-IB offer.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Peak Frameworks

JUNE 27, 2023

Apple has multiple revenue streams, including sales of hardware like iPhones and iPads, sales of services like iCloud and Apple Music, and revenue from its software ecosystem like App Store. For instance, Amazon has successfully diversified from online retail to include streaming services, cloud computing, and even advertising.

Business 52

Business Sale Investors Profitability 52

How2Exit

MARCH 6, 2023

Additionally, they are looking for companies between 1 million and 5 million top line that can offer retail space and other services. They learned a lot about running a business and making sales. This company should have the potential for growth through bolt-ons, tuck-ins, and complementary businesses. Abraham is an example of this.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions M&A 130

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Banking 123

Banking Bank Funds Government 123

Mergers and Inquisitions

MAY 17, 2023

Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies. The differences relate mostly to your firm’s strategy and size , not whether you work in tech vs. industrials vs. consumer/retail.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs.

Private Equity 59

Private Equity Equities Investment Business 59

Mergers and Inquisitions

JULY 31, 2024

For example, Thoma Bravo and Vista are technology specialists, and while firms such as Leonard Green have industrials-related portfolio companies, they’re better known for their consumer retail deals. forward multiple (the forward multiple was higher due to a projected decline in sales and EBITDA ). trailing EBITDA multiple and a 5.2x

Private Equity 59

Private Equity Equities Middle Market Debt 59