Mergers and Inquisitions

MARCH 13, 2023

SVB’s deposits grew from ~$62 billion at the end of 2019 to $173 billion at the end of 2022, and its loan-to-deposit ratio went completely out of whack: Tech startups were flush with cash due to a ridiculous fundraising environment in 2020 – 2021, and they put the money they raised in the bank. billion loss on a $21 billion portfolio.

Banking 123

Banking Bank Funds Government 123

Focus Investment Banking

SEPTEMBER 19, 2024

Valuation Dynamics While lower interest rates may fuel M&A activity by making financing cheaper, they also influence company valuations. In a low interest environment like years prior, buyers found themselves facing inflated valuations due to the inexpensive cost of debt. The next few months will be important to watch.

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Mergers and Acquisitions Acquisitions Mergers Debt 52

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. Both 2022 and 2023 saw sequential declines in deal volume, dropping to a grand total of 857 by the end of Q4 2023. for insurance agencies. for insurance agencies.

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M&A Insurance Valuation Equities 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

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

Focus Investment Banking

MAY 10, 2024

Across Buyer Types, a Focus on Fresh Recent years have shown an uptick in fresh food deals as companies responded to the heightened consumer focus on healthy food, while also pursuing acquisitions to reshape their product portfolios, strengthen their supplier base, create operational efficiencies, or shorten their food miles.

Food 52

Food M&A Private Equity Valuation 52

Solganick & Co.

SEPTEMBER 2, 2024

The company went public in 2021 but was reportedly in acquisition talks with Thoma Bravo as early as 2022. Thoma Bravo has been an active acquirer of cybersecurity companies in recent years with a portfolio that currently includes Proofpoint, Sophos and SailPoint, in addition to holding stakes in a number of other security vendors.

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Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. The bonds mature on 31st Dec 2022. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Cooley M&A

JANUARY 23, 2024

While the year saw an overall decline in M&A activity (down 17% from 2022) , total pharmaceuticals and life sciences deal value in 2023 increased by approximately 50% compared to 2022. Why did life sciences outperform the market? The last quarter of the year ended with a surge of deal activity. billion, Mirati for $5.8

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Tyton Partners

MAY 4, 2023

Deal-makers are eager to get back to deal-making The relative calm and quiet of 2022 (after a torrid deal-making pace during the latter half of 2020 and 2021) is giving way to an increasing sense of urgency. Tyton Partners investment banking practice advised PeopleGrove in 2022, resulting in a growth investment from The Riverside Company.)

Education 52

Education Capital Raising Investment Investors 52

FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. As we wrote in our Q4 2022 newsletter, we believe that the Fed will stop raising rates during the second quarter of 2023. If you missed our previous coverage, you can read our Q4 2022 newsletter here: [link].) SVB is the second-largest bank failure in U.S.

Bank 52

Bank Banking Investment Economics 52

TM Capital

NOVEMBER 29, 2022

By Nikitha Sattiraju, 14 November 2022 Asphalt paving and maintenance is fast becoming a service of choice for private equity investors. The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale.

Capital 52

Capital Middle Market Business Private Equity 52

The Deal

AUGUST 9, 2023

Our acquisition strategy is aligned with acquiring companies with a traditional product portfolio, who have success and marquee customer relationships that we can transform with our AI platform,” SymphonyAI CEO Sanjay Dhawan told The Deal. billion valuation in 2021. AI), which is not profitable, has a $4.4

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M&A Private Equity Retail Financial Services 40

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. For example, in the U.S.,

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Software Equity Group

APRIL 24, 2024

However, private equity buyers have surged forward over the past two years, accounting for 54% in 2022 and 63% in 2023. A few examples include: In 2022, Siemens acquired Brightly Software (formerly Dude Solutions), which provides enterprise asset management and facility operations management SaaS.

Manufacturing 52

Manufacturing M&A Business Management 52

Wall Street Mojo

FEBRUARY 9, 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 ).

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Financial Asset Financial Models Financial Modeling Stock 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

Focus Investment Banking

APRIL 14, 2024

bakery market has shown steady historical growth, with industry revenue rising roughly 4% annum from 2004 to 2022. Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples. The $75 billion U.S. bakery industry is on an upward trajectory.

M&A 52

M&A Food Private Equity Manufacturing 52

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. Smaller firms in this category often focus on organic growth and bolt-on acquisitions to scale their portfolio companies.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Wall Street Mojo

FEBRUARY 9, 2024

Since the company is new, it is less in valuation, but Ryan is adamant about offering better products and services. In 2022, the company generated an annual revenue of $9 million. Monomoy observes less competition in the LMM as the primary lenders have enormous diversified portfolios.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Software Equity Group

APRIL 4, 2023

Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments. According to MarTech.org, there were over 9,932 MarTech tools and platforms available as of 2022.

Sale 52

Sale Book-building Business M&A 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. 7] On June 9, 2022, the Company’s stockholders voted overwhelmingly in favor of the stock issuance. 2022-0624-MTZ (Del. 4] Edgecast’s parent company, College Parent, L.P. at 10-11.

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Mergers and Acquisitions Stock IT Acquisitions 52

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. The data below from Statista shows the volume of UK private equity deals between 2017 and 2022. Those discussions were about social impact, strategy, the marketplace and the team.

Private Equity 59

Private Equity Equities Investment Business 59

TechCrunch: M&A

JULY 28, 2023

Revenue tripled in 2022 and is on target to grow by 2x this year, they added. According to statistics shared by Kohli exclusively with TechCrunch, assets supported for investors on AngelList increased by 50% to $15 billion year-over-year in 2022. billion in AUM; Broad Street Global (about $3 billion in AUM); Galaxy (about $2.5

Private Equity 217

Private Equity Equities Acquisitions Funds 217

FineMark

JANUARY 17, 2024

Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. Not since the early 1980s had such a rapid rise in rates been experienced in the U.S.

S&P 52

S&P Equities Valuation Investment 52

Cooley M&A

JANUARY 25, 2024

Although the aggregate global M&A deal value dropped significantly in 2023, the number of deals consummated only decreased by 6% compared to 2022. The pervasive market volatility compelled many companies to re-evaluate their portfolios under the 2023 market conditions, leading to a surge in divestiture activities. trillion and $4.09

M&A 52

M&A Mergers and Acquisitions Investment Government 52

FineMark

JULY 13, 2023

This came to pass in June as the Fed paused its rate-hiking cadence, which began in March 2022. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view.

S&P 52

S&P Bank Banking Investment 52

Solganick & Co.

NOVEMBER 12, 2024

Download the complete report here: Solganick Technology Services M&A Update Q3 2024 Here are the highlights: Transaction volume and valuation multiples for technology services companies has remained solid during the third quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. of all transactions through YTD 2024.

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Cooley M&A

JANUARY 25, 2023

Tech M&A in 2022 was a tale of two halves. billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 trillion. [2] trillion.

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1]

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 20, 2022

While 2020’s M&A landscape was characterized by whiplash volatility from choppy deal activity in the first half of the year to a surge in volume in the second half, that momentum accelerated in 2021, with no signs of slowing down heading into 2022. approved prescription cannabidiol medicine to its portfolio. driven assets.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Focus Investment Banking

NOVEMBER 18, 2024

This active M&A market continued for almost three years until mid-to-late 2022 when interest rates increased rapidly, making it much more expensive to buy or build new car wash locations. Alternative Solutions: I would expect to see other alternative options used by certain platforms to extend their hold periods.

Private Equity 52

Private Equity Equities IPO Valuation 52

Focus Investment Banking

JUNE 4, 2025

A total of 175 M&A deals have been completed globally within the broader animal feed & nutrition sector between 2022 and Q1 2025. TRANSACTION ACTIVITY Global Volumes Transaction activity in the animal feed and nutrition sector dropped from 71 deals in 2022 to 34 in 2024.

Food 52

Food M&A Acquisitions Accountant 52

Software Equity Group

MAY 21, 2025

The founders were patient : SEG told iLab to wait to sell, coaching them to hit key milestones that would materially improve iLabs valuation. Outcome : Agilent Technologies (NYSE: A) acquired iLab Solutions in an all-cash offer for twice the expected valuation. Their pattern recognition made a huge difference, said Tad Fallows, CEO.

M&A 52

M&A Valuation Business Investment 52

Focus Investment Banking

DECEMBER 20, 2024

While questions around the ultimate buyers of these organizations have been building, the sale of RCA, the largest retina practice portfolio in the U.S., For example, EyeSouth Partners was also recapitalized when Shore Capital Partners, its initial private equity backer, sold the organization to Olympus Partners in 2022.

Private Equity 52

Private Equity Healthcare Equities Sale 52

Software Equity Group

OCTOBER 29, 2024

For mid-market FSM Software companies, the appetite for acquisitions remains strong, especially as larger Software platforms and PE firms seek to expand their FSM portfolios. Labor Force Challenges Requiring SaaS-Based FSM Solutions The U.S.

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M&A Management Manufacturing Utilities 52