Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment 52

Investment Book-building Sale Business 52

CNBC: Investing

JUNE 28, 2025

Shares are up 16% in 2025. Shares are down 7% in 2025. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. billion digital care category.

Stock 92

Stock Banking Bank Shares 92

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Its a nuanced calculation shaped by financial performance, market dynamics, buyer appetite, and the strategic value your business offers. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. JPM YTD mountain JPMorgan Chase stock in 2025.

Banking 77

Banking Bank Stock Universal Banks 77

CNBC: Investing

JULY 14, 2025

"Accordingly, while we are bullish on the business, we see the risk/reward as balanced and we will evaluate for a new entry point or developments that change our valuation framework." The upgrade made sense at the time, given Goldman Sachs' rapidly growing business verticals. All Rights Reserved.

Stock 66

Stock Media Investment Business 66

CNBC: Investing

JULY 10, 2025

He's optimistic on the company's broadening customer base, product leadership and rapid new releases as well as its attractive valuation that he thinks can drive stock outperformance in the medium term. He called the company a high-quality compounding business with multiple growth drivers. Year to date, shares are up 7%.

Stock 94

Stock Investment Media Portfolio 94

CNBC: Investing

JULY 12, 2025

How the activist may bolster value Published Sat, Jul 12 2025 8:35 AM EDT Kenneth Squire @13DMonitor WATCH LIVE In this article TRIP Follow your favorite stocks CREATE FREE ACCOUNT The Tripadvisor logo is displayed on a tablet. There are a few explanations behind this valuation disconnect. Skip Navigation Markets Pre-Markets U.S.

Media 56

Media Stock Investment Business 56

iMerge Advisors

APRIL 10, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

CNBC: Investing

JULY 8, 2025

" GD - Upgrade to Buy: Better EBIT growth than peers, more upside to estimates relative to peers, better FCF growth than peers, better balance sheet than peers, lower program risk than peers, cheaper valuation than peers." Loop downgrades Shake Shack to hold from buy Loop downgraded the burger chain stock mainly on valuation.

Stock 87

Stock Shares Media Investment 87

CNBC: Investing

JUNE 28, 2025

Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. The enterprise software firm sells agentic technology to help companies to automate their businesses.

Funds 124

Funds Stock Investment Portfolio Management 124

PCE

JUNE 9, 2025

I look forward to helping founders and business owners navigate critical decisions with clarity and confidence.” Joining PCE is an exciting opportunity to bring my healthcare experience to a team that truly values long-term client relationships,” said Brad. “I

M&A 52

M&A Mergers and Acquisitions Valuation Capital Raising 52

CNBC: Investing

JUNE 9, 2025

2025 P/E, which we believe is a reasonable entry point for a business that we believe can compound earnings at a 15% [compound annual growth rate] over the next two years, with the potential for upside coming from our relatively conservative revenue growth expectations (8.8% Skip Navigation Markets Pre-Markets U.S.

IPO 64

IPO Trading IT Retail 64

iMerge Advisors

APRIL 15, 2025

Well also explore how early preparation in these areas can materially impact valuation and deal certainty. A well-documented compliance program can enhance buyer confidence, reduce indemnity holdbacks, and even justify a premium valuation. Moreover, buyers may adjust deal terms based on compliance maturity.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. But what exactly should a CIM include?

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Some are permissive and business-friendly; others are copyleft licenses that impose strict obligations.

M&A 40

M&A Acquisitions Valuation Sale 40

Global Newswire by Notified: M&A

JUNE 13, 2025

June 13, 2025 (GLOBE NEWSWIRE) -- 180 Degree Capital Corp. NASDAQ:TURN) (“180 Degree Capital”) today noted the filing of an amended preliminary joint proxy statement/prospectus on Schedule 14A with the Securities and Exchange Commission (“SEC”) on Thursday, June 12, 2025, regarding its proposed merger with Mount Logan Capital Inc.

Capital 40

Capital Business Valuation Corporation 40

CNBC: Investing

JUNE 16, 2025

Shares have advanced nearly 21% in 2025. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Retail 59

Retail Shares Stock Media 59

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation. Skip Navigation Markets Pre-Markets U.S.

Trading 67

Trading S&P Valuation Investment 67

iMerge Advisors

APRIL 13, 2025

In an asset sale , the buyer purchases specific assets and assumes selected liabilities of the business. Final Thoughts Choosing between an asset sale and a stock sale is not just a legal formality its a strategic decision that can materially impact valuation, taxes, and deal certainty. Defining the Structures What Is an Asset Sale?

Sale 40

Sale Stock M&A Negotiation 40

CNBC: Investing

JUNE 6, 2025

The SPDR S & P Biotech ETF (XBI) has pulled back about 7% so far in 2025, while the S & P 500 has notched a nearly 2% gain. " Valuations are historically depressed, Schott said, which means the sector has already priced in the worst possible outcome. LLY YTD mountain Eli Lilly stock in 2025. All Rights Reserved.

S&P 52

S&P Stock Pharmaceutical Media 52

CNBC: Investing

JUNE 10, 2025

"JPMorgan Chase has excelled at both offense and defense over the past decade, in which it has been gaining market share in all major business lines, while optimizing its businesses, showing consistent earnings relative to other global banks, and creating a 'fortress balance sheet' (as defined by its CEO)," Mayo wrote.

Media 66

Media Stock Shares Banking 66

The TRADE

JULY 8, 2025

Speaking to his new appointment, Fidance said: “In CEEMEA, tradeable liquidity is the single biggest variable affecting capital markets development, be it in asset allocation, index inclusion, or even in valuation.

Equities 52

Equities Sale Trading Asset Management 52

CNBC: Investing

JULY 13, 2025

equity research analysts to find their "most compelling structural and tactical short ideas" for the rest of 2025. Washing machines and refrigerator manufacturer Whirlpool is another stock JPMorgan views as a strong short pick, primarily due to its high valuation. Skip Navigation Markets Pre-Markets U.S.

S&P 139

S&P Stock Valuation Shares 139

iMerge Advisors

APRIL 15, 2025

Theyre acquiring the underlying technology, codebase, and proprietary assets that drive your business. But make no mistake: this is a diligence item that can materially impact deal certainty and valuation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A IT Valuation Advisory 40

Cooley M&A

JANUARY 22, 2025

billion kicking off 2025 with a bang, will the pounds go back on in the new year? Below we take a look at drivers of these dynamics over the past year and offer our predictions for whats to come in 2025. With J&Js announced deal to acquire Intra-Cellular Therapies for $14.6

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. " "[It] actually offers an opportunity for investors to get in at a little bit more attractive valuations," Rehling said. More In Income Investing Uncertainty looms as 2025 nears the halfway mark.

Portfolio 69

Portfolio S&P Utilities Investment 69

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. This entails: Selling the July 25, 2025 $98 call @ $3.15 Forward PE Ratio: 37.4x

Retail 64

Retail Trading Stock Shares 64

CNBC: Investing

JUNE 17, 2025

ETSY YTD mountain ETSY YTD chart As a catalyst, analyst Youssef Squali pointed to Truist card data, which has revealed that Etsy's 2025 marketplace revenue is tracking ahead of consensus estimates for the quarter. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. All Rights Reserved.

Retail 62

Retail Investors Investment Media 62

CNBC: Investing

JULY 14, 2025

inflect growth rates closer to pre-reset levels) are able to fully recapture valuation (at pre-reset level)." Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

Stock 64

Stock Media Investment Finance 64

CNBC: Investing

JUNE 26, 2025

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

S&P 84

S&P Stock Media Investment 84

CNBC: Investing

JULY 10, 2025

"We believe Palantir has a 'golden path to become the next Oracle' over the coming years and while the valuation is expensive today we see the Messi of AI as a core winner in the trillions of AI spend over the next few years," Ives said in a note to clients. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Stock 71

Stock IT Media Investment 71

CNBC: Investing

JUNE 17, 2025

Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. The latter has rallied 35% in 2025 and trades at a forward multiple of 18. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Investors 49

Investors Stock Trading Portfolio 49

Financial Times - Banking

JULY 13, 2025

© THE FINANCIAL TIMES LTD 2025. FT and ‘Financial Times’ are trademarks of The Financial Times Ltd.

Investment Banking 96

Investment Banking Banking Bank Investment 96

CNBC: Investing

JUNE 13, 2025

Shares of Zscaler have surged 67% in 2025. ZS YTD mountain ZS YTD chart As a key catalyst, the analyst pointed to strong current momentum in Zscaler's new and upsell business this fiscal year. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. The stock rose 0.5%

Securities 114

Securities Stock Media Investment 114

CNBC: Investing

JULY 8, 2025

CRWV YTD mountain CoreWeave stock in 2025. "However, we believe that the re-positioning of the company as a vertical data center provider changes the valuation structure. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. Skip Navigation Markets Pre-Markets U.S.

IPO 75

IPO Stock Media Investment 75

CNBC: Investing

JUNE 23, 2025

The broad market S & P 500 is up just 2% in 2025, which pales in comparison to the double-digit surges the benchmark saw in 2023 and 2024. traded shares are up more than 16% in 2025, and the stock pays a dividend yield of about 6.3%. traded shares of Vale are up 3% in 2025, and the stock pays a dividend yield of 9.1%.

Stock 64

Stock S&P Investment Portfolio 64