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 employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Sun Acquisitions

JULY 5, 2024

One of the most significant impacts of uncertainties is on valuation. Risk Management: Develop a risk management strategy to address identified uncertainties effectively.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Wall Street Mojo

JANUARY 3, 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 ).

Sale 98

Sale Accountant Financial Modeling Financial Models 98

Lake Country Advisors

OCTOBER 31, 2024

As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement. Selling Your Share of the Business: Valuation Process: Establish how the value of a departing partner’s share will be calculated.

Business 52

Business Profitability Debt Shares 52

Peak Frameworks

SEPTEMBER 18, 2023

The Importance of FOB for Financial Professionals Valuation Considerations FOB can directly impact the valuation of goods. For an investment banker evaluating an M&A deal, understanding the FOB terms of the target company's imports can significantly influence the valuation.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

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. Factors like valuation, IRRs, and payback periods come into play.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Solganick & Co.

JANUARY 15, 2025

Risk Management, Infrastructure, and Identity were other key sub-sectors of M&A activity.Identity acquirers are increasingly looking to offer comprehensive and more efficient coverage of end-customers on-premises and cloud environments, given legacy deployments of siloed identity solutions. at: mkim@solganick.com

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Mergers and Acquisitions M&A Mergers Acquisitions 40

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank 123

Bank Banking Funds Government 123

The TRADE

OCTOBER 25, 2023

The firm provides users with pre- and post-trade analytics, as well as unbiased OTC content and proprietary data, price discovery insights, and risk management services. The tools manage balance-sheet exposure and also provide compression and optimisation services.

Trading 59

Trading Investment Business Valuation 59

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Sun Acquisitions

JULY 21, 2023

Thorough due diligence minimizes the risk of future surprises and maximizes the chances of a successful transaction. Valuation and Pricing: Due diligence plays a critical role in determining a target company’s value and appropriate pricing.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Viking Mergers & Acquisitions

APRIL 17, 2023

A wise first step in planning is to have a no-cost, no-obligation business valuation performed by a Viking business advisor to understand the fair market value their business would fetch on the open market. Understanding that and incorporating risk management into their strategic plan will help mitigate future threats.”

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

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Business Negotiation DCF Acquisitions 130

Sun Acquisitions

FEBRUARY 23, 2024

Valuation: Accountants help sellers determine the fair market value of their assets. Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. and Europe, require accurate reporting of salvage values for depreciation and asset valuation.

Finance 52

Finance Finance Book-building Accountant 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc. Without swap, this would nit have been possible.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Sun Acquisitions

JULY 3, 2023

Due diligence is a risk-management process that potential buyers undertake to investigate a company’s financial, legal, and operational aspects. Due diligence is vital in selling a family business as it gives potential buyers transparency and insight into its operations, processes, challenges, and risks.

Business 52

Business Shares Financial Statement Risk Management 52

Wall Street Mojo

FEBRUARY 9, 2024

Leveraging derivatives to capture the best results at a given point in time may help portfolio managers achieve closely matching outcomes, in addition to performance monitoring, effective risk management , risk diversification , etc. Insurance companies use this tool for risk management and planning.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Wall Street Mojo

JANUARY 17, 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 ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank 98

Bank Banking Government Investment Banking 98

Peak Frameworks

JUNE 5, 2023

Recognizing the Warning Signs While it's difficult to identify a peak in real-time, certain indicators such as extreme investor optimism, high valuations relative to historical norms, and rapid increases in interest rates can serve as potential warning signs.

Business 52

Business Economics Investment Investors 52

Mergers and Inquisitions

MARCH 8, 2023

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. But the bottom line is that if you want to make a dramatic change after gaining experience in commodity trading, you’ll probably need an MBA.

Funds 119

Funds Finance Finance Trading 119

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. Such disputes can significantly impact the valuation and financial planning of the companies involved.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Software Equity Group

AUGUST 20, 2024

The software offers features for operations management, work planning and control, dashboards, business intelligence, reporting, environmental health and safety, workforce management, and risk management.

Investment 52

Investment Management Acquisitions Business 52

Solganick & Co.

NOVEMBER 15, 2023

By incorporating Adjusted EBITDA into financial analysis, analysts can provide more insightful and reliable assessments, enabling stakeholders to make informed decisions about investments, strategic initiatives, and risk management.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Devensoft

JUNE 13, 2023

Legal advisors can also help draft and negotiate legal documents, such as asset purchase agreements and non-disclosure agreements, while financial advisors can provide insights on valuation and deal financing. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

M&A 52

M&A Mergers Mergers and Acquisitions Management 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. Risk Management Every project has risks. There is also a risk of not doing a project. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

The TRADE

APRIL 30, 2024

In a wider sense, Basel III impacted financial market by promoting greater stability, resilience, and risk management within the banking sector. This has resulted in a range of operational and legal challenges, as well as potential basis risk between Libor and RFR-based contracts.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Lake Country Advisors

NOVEMBER 26, 2024

Assessing Business Valuation and Profitability Determining the value of a manufacturing business goes beyond reviewing financials. A comprehensive valuation requires analyzing quantitative and qualitative metrics to evaluate the business’s current performance and growth potential. appeared first on Lake Country Advisors.

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Manufacturing Business Investment Profitability 59

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

DECEMBER 31, 2024

The increasing degree of competing narratives will leave no room for complacency for global clients in their risk management activity. At the same time, elevated valuations are reducing the resilience of US assets, leaving it increasingly vulnerable to shocks.

Trading 52

Trading Government Risk Management Investors 52