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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Contributions: Yes, contribute to your investment accounts regularly out of your paychecks or profits, but build a 1-year cash reserve first (you could shorten this if its unrealistically high). As a specific example, I made the unconventional choice to put the safe part of my portfolio in gold and silver rather than bonds in 2020.

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What is the Accounting Equation? Explaining Assets = Liabilities + Equity

Peak Frameworks

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. In this article, we will explore the components of the accounting equation, its importance in finance, and real-world examples that illustrate its significance.

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COVID-19 and Credit: Debt Market Volatility and Insurance Brokerage M&A

Sica Fletcher

What is generally less understood is the impact of the pandemic on the debt markets. Many PE-backed Insurance Brokers Secured Sizable Loans Immediately Prior to the Crisis Over the past several years, the demand for high yield debt issued by private equity (PE) backed insurance brokers has been extremely strong. to 10.0%.

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06-30-2023 Newsletter: Mastering the Paper LBO: A Crucial Part of the Private Equity Interview Process

OfficeHours

To go from equity value to enterprise value, add the net debt (debt minus cash) of the company to equity value. Step 3: Calculate Debt and Equity Funding Amounts (Sources & Uses) Since LBOs are financed using a combination of debt and equity, you’ll need to determine how much of each will be used in the transaction.

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07-04-2023 Newsletter: July 4th PE Platform Sale!

OfficeHours

Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.

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The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success

How2Exit

Post-COVID, Steve pursued formal education in M&A, leading to his first acquisition in September 2020. They also touch upon the benefits of leveraging joint venture partners, the impact of AI on accounting, and the nuances of negotiating deal structures. If it's heavily loaded with debt, there's a red flag.

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How To Sell Your Business with a PPP Loan

Sun Acquisitions

The long and short is yes, it’s possible, however, there’s a series of considerations from the Small Business Administration (SBA), the holder of your PPP loan debt that you need to comply with. At the onset of the coronavirus crisis, the SBA launched its Payment Protection Program Loan in 2020. The Payment Protection Program Loan.