Lake Country Advisors

AUGUST 8, 2024

It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Francine Way

JUNE 22, 2020

Any parts that don’t fit that should be sold off after acquisition I typically discussed the target’s financials next. 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. The target’s known ownership structure.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 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

OfficeHours

OCTOBER 16, 2023

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm, as with a typical transaction. investment banking, private equity , VC, etc.)

Investors 100

Investors Private Equity Equities Debt 100

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. It’s a balance where numbers meet intuition, and neither aspect should be ignored.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

OfficeHours

OCTOBER 23, 2023

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction.

Investors 130

Investors Private Equity Equities Debt 130

Focus Investment Banking

JULY 24, 2024

This loss was despite a generally positive market backdrop that saw the S&P 500 gain 3.9% This performance once again trailed the broader indices, as both the S&P 500 and the NASDAQ were up more than 20% over the past year. and the NASDAQ gain 8.3% over the corresponding time period. revenue and 6.4x

S&P 52

S&P M&A Accountant Business 52

Sica Fletcher

MAY 13, 2024

Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

InvestmentBank.com

OCTOBER 24, 2019

In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. According to a study by Avalere Health and the Physician Advocacy Institute, hospital acquisition of physician practices in the U.S. trillion accounting for 17.9%

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. Six of the transactions were in the Telecom Engineering and Construction sub sector, while the Distributors and Logistics Services sub sector accounted for the remaining five. This outperformed both the 5.5% revenue and 10.9x

Business 52

Business S&P Engineering M&A 52

Sica Fletcher

AUGUST 30, 2023

These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023. Despite this representing a drop in acquisition volume compared to 2022, revenue was higher period-over-period due to the average acquired agency size being considerably larger in the first half of 2023.

M&A 52

M&A Insurance Broker Private Equity 52

Software Equity Group

FEBRUARY 26, 2024

Being aware of these terms and their implications can significantly enhance your ability to navigate negotiations, make informed business decisions, and demonstrate a comprehensive understanding of your company’s value. The cash accounting or the accrual method is used to prepare P&L statements.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Sica Fletcher

OCTOBER 16, 2024

Typically firms specializing in this client type have a larger pool of clients in order to make up the difference with HNW accounts. HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer. growth from acquisitions, mergers, or partnerships with other RIAs).

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. Their size also provides a hidden value for prospective clients in that it ensures that the firm's principals touch on every deal that they handle.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Francine Way

JULY 12, 2017

Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses. Some examples of these items are litigation cost, shutdown cost, impairment cost, restructuring cost, acquisition integration expenses, and more. The full list of these items can be found here.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Focus Investment Banking

OCTOBER 23, 2023

In addition to a 401(k), open an Individual Retirement Account (IRA), which offers tax advantages similar to a 401(k), with the added benefit of flexibility. Rather than trying to beat the market by selecting individual stocks, index funds replicate the performance of a market index, like the S&P 500. Lower costs.

Funds 52

Funds S&P Investment Business 52

Focus Investment Banking

APRIL 17, 2024

This gain was made even less impressive by the fact that the S&P 500 was up 10.2% over the past 12 months, the S&P 500 jumped up 27.9% Business and Wholesale The Business and Wholesale sub sector accounted for nine of the transactions this period. the return was fairly slim. and the NASDAQ was up 9.1%

Middle Market 52

Middle Market Telecommunication M&A Business 52

How2Exit

MARCH 23, 2023

This is a list of all the items that are used to fund the business, such as car leases, cell phone coverages, and Netflix accounts. For example, if the seller owns an e-commerce business with a majority of its sales coming from FBA, they may have a subscription to Jungle Scout or Helium 10 which can be added back to the P&L.

M&A 130

M&A Business Book-building Sale 130

Software Equity Group

NOVEMBER 13, 2023

By aligning your company’s strategies and performance with their evolving priorities, you can enhance your appeal in the competitive landscape of software investments and acquisitions. Gross profit margin is the first efficiency metric investors see on the P&L,” SEG Principal Austin Hammer said. “A

Profitability 52

Profitability Private Equity Investors M&A 52

Software Equity Group

JANUARY 8, 2024

By enabling them to understand trends, set realistic goals, and measure their performance against their competitors, benchmarking can support leaders in charting a successful SaaS growth strategy and scaling their businesses, ultimately helping them prepare for future mergers and acquisitions. Used by accounting and finance departments.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

By enabling them to understand trends, set realistic goals, and measure their performance against their competitors, benchmarking can support leaders in charting a successful SaaS growth strategy and scaling their businesses, ultimately helping them prepare for future mergers and acquisitions. Used by accounting and finance departments.

Business 52

Business Management Stock Mergers and Acquisitions 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. Most of the differences emerge on the mining side.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Important ones include the Lifetime Value (LTV) and CAC (Customer Acquisition Cost) and the resulting LTV / CAC ratio.

Capital 59

Capital Valuation Investment Portfolio 59

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. In the fast-paced world of mergers and acquisitions, the role of business valuation cannot be underestimated.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

MARCH 20, 2023

This strategy has worked out well for the five acquisitions they have made so far. With the right approach, buying small, reasonable deals can be a smart way to enter the world of small to medium-business acquisitions and mergers. It offers the potential for growth while minimizing the risk of failure.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130

How2Exit

MARCH 12, 2023

Buyers and acquisitions and mergers professionals should also be aware of the legal documents that the seller has in place. This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business. Overall, proper documentation is essential for LLCs.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. When the fans are passionate, there are infinite ways to milk the brand’s value.

Private Equity 103

Private Equity Equities Entertainment Funds 103

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] billion leading the pack.

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. General trends in life sciences M&A. term average of approximately 35%.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

The New York Times: Mergers, Acquisitions and Dive

JUNE 10, 2025

percent, underperforming the S&P 500 and other major indexes. If you are in Reader mode please exit and log into your Times account, or subscribe for all of The Times. But last year, Yale’s $41 billion endowment generated returns of just 5.7 Yale said its 10-year return averaged 9.5 percent annually.

Private Equity 125

Private Equity Equities Sale Investment 125

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Over the last year, the biotech industry has seen considerable growth compared to the S&P 500. Organic growth is not nearly as common as growth through consolidation and acquisition.

Healthcare 40

Healthcare M&A Valuation Hospitality 40

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

M&A 52

M&A S&P Valuation Accountant 52

Focus Investment Banking

JANUARY 14, 2025

This significantly underperformed the returns of both the S&P 500 (up 2.1%) and the NASDAQ (up 6.2%) over the corresponding time frame.When viewed over the past 12-months, the TBSI is down 3.1%. The S&P 500 is up 23.3% million acquisition of Suardi by Planetel had a multiple of 1.0x revenue and 10.5x

Business 52

Business S&P Engineering Acquisitions 52

Focus Investment Banking

OCTOBER 31, 2024

This handily outperformed both the S&P 500 (up 5.5%) and the NASDAQ (up 2.6%). year-over-year gain in the S&P 500 as well as the 37.6% We also noted with interest the acquisition of Metronet by T-Mobile and KKR. This period’s performance also increased the CSPI’s year-over-year gain to 15.8%. revenue and 8.6x

M&A 52

M&A S&P Acquisitions Accountant 52

Focus Investment Banking

DECEMBER 19, 2024

gain in the S&P 500 and the 8.5% gain in the S&P 500 and the 35.1% The largest announced transaction dollar value for the period was AXONs acquisition of the service assurance and Wi-Fi management software assets of DZS for $34.0 This significantly outperformed both the 6.8% gain in the NASDAQ.

S&P 52

S&P M&A Transportation Stock 52