Francine Way

JUNE 28, 2020

To begin the report, there are typically five common updates in the monthly shareholder report: financial, sales & marketing, operational, technology, and legal updates. The Financial Update section typically starts with the presentation of the consolidated P/L (or income statement).

S&P 130

S&P Collaboration IT Sale 130

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

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

TKO Miller

AUGUST 30, 2023

The S&P 500 Index is up 16.5% Corrugated and paper packaging multiples are down, and box sales have decreased over 10% from last year. Packaging Trends Q2 M&A Update U.S. middle market valuation multiples and deal volume are down slightly through Q2 of 2023.

Middle Market 91

Middle Market Valuation S&P Debt 91

Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor. Learn more at , SicaFletcher.com.

Insurance 52

Insurance M&A S&P Shares 52

The Deal

JULY 19, 2023

Cox, Andrew P. Denbury chief administrative officer and general counsel James S. The post Deal Diary: V&E, Davis Polk on Denbury Sale to Exxon appeared first on The Deal. Denbury, a Plano, Texas-based independent energy company, took financial advice from Jonathan W. McDonough at TPH&Co.

Sale 52

Sale Mergers and Acquisitions M&A S&P 52

Wall Street Mojo

JANUARY 17, 2024

A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.

Profitability 52

Profitability S&P Financial Statement Accountant 52

How2Exit

MARCH 23, 2023

It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale. It is also important to have a plan for what to do with the proceeds of the sale. This can add up to $6,000 a year which, at a three-time multiple, would add $18,000 to the sale price.

M&A 130

M&A Business Book-building Sale 130

Francine Way

JUNE 22, 2020

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Global Banking & Finance

SEPTEMBER 6, 2024

By Helen Reid, Nicholas P. Brown and Simon Jessop LONDON/NEW YORK (Reuters) – Investor pressure on Nike is building ahead of Tuesday’s annual shareholder meeting, with Norway’s sovereign wealth fund pledging to back a resolution demanding the company consider ways it can improve working conditions at garment factories.

Investors 40

Investors S&P Funds Sale 40

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 52

S&P Sale Management IT 52

How2Exit

SEPTEMBER 2, 2024

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. For example, Danny focuses on rapport building and sales, while Cian handles the financials.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Growth Business

MAY 23, 2023

London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. Apply here. Interested? Get more information here. Get all the requirements for this job here.

Engineering 80

Engineering Finance Finance S&P 80

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. As the delivery date approaches, the underlying commodity’s price and its futures price converge. Some IB natural resource groups could potentially work, but if you want to be a trader, you’re still much better off starting in S&T.

Funds 119

Funds Finance Finance Trading 119

How2Exit

MARCH 12, 2023

This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business. All parties should be aware of any legal obligations that they may have in the event of a sale or merger.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Sica Fletcher

FEBRUARY 8, 2024

S&P Global’s 2023 Market Intelligence League Table Released NEW YORK, NY - February 8, 2024 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 40

M&A S&P Insurance Advisory 40

Sica Fletcher

AUGUST 21, 2024

This experience has revealed that there's a common misunderstanding around what an ‘investment bank’ is and what an ‘investment banker’ actually does. Sometimes, we find that owners aren’t sure of what services they actually need; growing their agency prior to a sale might seem necessary even if it wasn’t in their original plan.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sun Acquisitions

OCTOBER 13, 2023

By comparing key financial metrics such as price-to-earnings (P/E) ratios, price-to-sales (P/S) ratios, and price-to-book (P/B) ratios, analysts can estimate the target company’s value. This approach involves analyzing the fair market value of the target company’s assets and liabilities.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

The TRADE

APRIL 8, 2024

Prior to joining Morgan Stanley, Grinfeld was a vice president at Goldman Sachs for futures and derivatives sales trading. Previously in his career, he spent over five years in the CME S&P 500 futures trading pit. He joins Liquidnet after 11 years at Morgan Stanley.

S&P 59

S&P Trading Bank Banking 59

How2Exit

MARCH 13, 2023

Concept 3: Prepare For Sale Early In this podcast, Joshua discusses the importance of preparing for sale early. By preparing for sale early, a business can increase its value and make itself more attractive to potential acquirers. This preparation can also help the business to grow and acquire other deals.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions IT 130

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Shearman & Sterling

SEPTEMBER 17, 2018

On September 4, 2018, Judge Leonard P. Stark of the United States District Court for District of Delaware ruled that a shareholder's separate Section 220 action for books and records tolled claims against the managing shareholder. Elkin, C.A. 06-005-LPS (D. Plaintiff, the only minority shareholder of U.S.

S&P 40

S&P Sale Management IT 40

Sun Acquisitions

NOVEMBER 17, 2023

It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions. It uncovers any hidden risks or opportunities, allowing parties to assess the target company’s financial health. The net asset value represents the company’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

How2Exit

FEBRUARY 25, 2023

These websites are often listed online on websites such as Flippa, where it’s possible to find great deals. It’s also possible to find websites that have been neglected and are not generating much revenue but could be turned around with some work. This can provide a significant boost to a website’s bottom line.

M&A 130

M&A Engineering IT Investment 130

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.

Management 100

Management S&P Acquisitions Business 100

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Teams are often bought and sold based on this future potential rather than today’s cash flows.

Investment Banking 105

Investment Banking Bank Banking Investment 105

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 Bank Banking 52

Wizenius

APRIL 8, 2023

The quick fix - Venture Capital Method of valuation for start-ups Previously, as elaborated in my previous posts in this thread, the conventional DCF falls apart when it comes to valuing a start-up/young firm A quick (and a dirty) fix to the above problem is the VC Method where 1) Estimate revenue or earnings in the near future of the start-up (typically (..)

DCF 52

DCF Valuation Equities Public Trading 52

Wizenius

APRIL 1, 2023

Apple's credit rating was AA+ from S&P and Aa1 from Moody's, which allowed it to borrow at a low interest rate. The company was facing declining sales and increasing competition in the automotive market, which led to a credit rating downgrade and higher borrowing costs. Ford's WACC at the time was around 9.7%.

Debt 52

Debt Equities S&P Shares 52

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers.

Investment 59

Investment S&P Equities Portfolio 59

The Harvard Law School Forum

JUNE 27, 2023

year-to-date and deposits likewise hemorrhaging since SVB’s loss disclosure on March 8, announced it was exploring a potential sale. [3] 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% billion in total assets on March 31, making it the largest U.S.

Financial Institution 83

Financial Institution Bank Banking Consulting 83

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. rn System support is vast in franchising.

Business 130

Business Investment S&P Consulting 130

Sica Fletcher

JUNE 11, 2024

Last year's data saw PE firms acting as buyers in ~90% of all transactions. If you are an insurance brokerage considering a future sale , the best thing you can do for yourself is speak with an advisor who knows insurance broker M&A. Whereas 2022 saw equity making up nearly 17.5% as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

The TRADE

SEPTEMBER 26, 2024

Algorithmic Trading Awards shortlists: Best Trading Performance Berenberg BNP Paribas Jefferies Redburn Atlantic Best Access to Market Berenberg BNP Paribas Redburn Atlantic Virtu Financial Best Price Improvement Capabilities Berenberg BNP Paribas Citi Redburn Atlantic Best Client Service Berenberg Jefferies Redburn Atlantic Stifel Europe Best Dark (..)

Trading 52

Trading Capital Market S&P Equities 52

Sica Fletcher

SEPTEMBER 12, 2024

When the time comes to pass the torch along to the next generation or put the company up for sale to an outside buyer, the process of selling a family insurance agency includes several unique aspects that merit their own analysis. Inter-family loans, unpaid salaries, or shared equity structures may complicate future sales.

Insurance 52

Insurance Valuation M&A S&P 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

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52