Mergers and Inquisitions

JANUARY 8, 2025

That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. You can think of this article as What I would tell my 22-year-old self if I could do it all over again.

Investment

How2Exit

JUNE 23, 2025

Article: From Cheese Factory to $800M in Deals: Why Francisco Uriarte is the M&A Whisperer of Puerto Rico If you think every M&A advisor followed the traditional investment banking path, think again. Many small businesses—especially in Puerto Rico—run without accrual-based financials or even accounting software.

Business

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.

Corporate Finance

Growth Business

JULY 16, 2025

The UK is the most active venture debt market in Europe, accounting for approximately 18 per cent of all venture debt and growth lending deals. Partner-authored articles represent individual perspectives and are not necessarily reflective of views shared by DSW Capital or the collection of businesses that comprise the DSW Network.

Debt

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. CCPA/CPRA Compliance For California users, documentation around consumer rights, opt-out mechanisms, and data sale disclosures is essential.

Securities

How2Exit

FEBRUARY 10, 2025

Article: Why Buying, Not Building, Might Be the Best Move in Software For years, the startup world has glorified the grind of launching a new venture, raising capital, and chasing elusive product-market fit. Because vertical software companies often have deeply embedded relationships, high switching costs, and long-term recurring revenue.

Business

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking: Recruiting Weve covered IB recruiting extensively on this site, including how to get an IB internship , how to break in at the MBA level , and how to get in as a lateral hire ; theres also an article about equity research recruiting. consolidation accounting , lease accounting , etc.).

Investment Banking

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. These deals typically occurred at mid- to high-single-digit revenue multiples.

Media

MergersCorp M&A International

JULY 19, 2025

A big thanks to Anchin , the respected CPA and advisory firm, for their thorough article on this important legislation. Their insights helped crystallize many of the key takeaways I’ve summarized below. Provisions Made Permanent or Extended Income Tax Rates — The BBB makes current income tax rates permanent.

Debt

Mergers and Inquisitions

DECEMBER 4, 2024

There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. For more on these points, please see the public finance investment banking article and the analytical examples there.

Investment Banking

iMerge Advisors

APRIL 13, 2025

This article breaks down the key differences between asset and stock sales, with a focus on how they impact software and tech companies. This type of outcome is common in tech M&A, where deal structure is as much about negotiation as it is about accounting.

Sale

CNBC: Investing

JUNE 30, 2025

In this article BMNR BTC.CM= Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:37 04:37 Fundstrat's Tom Lee on being named chairman of BitMine Immersion Technologies Squawk Box Fundstrat's Tom Lee is joining a little known bitcoin miner aiming to become the biggest publicly traded holder of ether.

Stock

Mergers and Inquisitions

DECEMBER 18, 2024

That said, we will address some of these cases in this article due to the usage of the term off-cycle. Interviews: All the standard technical questions about accounting, valuation, and LBO modeling could come up, but behavioral and culture questions are especially important because firms and teams are smaller. Europe and the U.K.

Private Equity

Razorpay

JUNE 19, 2025

The payment would likely arrive in her supplier’s account in Portugal in 3-5 business days, with the final received amount being slightly less than expected due to unpredictable fees. Bank-to-Bank International Transfers: This is a direct transfer of funds between bank accounts in different countries, often using the SWIFT system.

Bank

Focus Investment Banking

JUNE 9, 2025

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms.

Professional Services

Mergers and Inquisitions

JULY 9, 2025

Meanwhile, in Accounting/Controllership, you might spend a lot of time reviewing receivables and payables and determining whether certain spending should be capitalized or expensed. Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices.

Corporate Finance

Financial Times - Banking

JULY 24, 2025

Why is it so hard to replace HSBC’s Mark Tucker? Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Capital

Mergers and Inquisitions

APRIL 16, 2025

If youve been breathing oxygen over the past few weeks, youve now seen approximately 523,861 articles about the trade war, the tariffpocalypse, and how random tweets now move trillions in market value each day. So I thought I would add one more feature so you can say youve read 523,862 articles about the topic.

Valuation

Financial Times - Banking

JULY 23, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Food

Financial Times - Banking

JULY 23, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Underwriting

CNBC: Investing

AUGUST 2, 2025

Amanda Andrade-Rhoades | The Washington Post | Getty Images Company: Equinix Inc (EQIX) Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and interconnection services to networks, cloud providers, enterprises and hyperscalers.

IT

Growth Business

JUNE 24, 2025

It’s about building a culture of accountability, performance and shared success. But the businesses that get it right early tend to attract better talent, grow faster, and scale more sustainably. Sharing isn’t just about ownership. And that’s something no growth-stage business can afford to overlook.

Shares

CNBC: Investing

JULY 31, 2025

In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNT The Apple logo, taken at the Apple Store on 5th Avenue in Manhattan. Analysts anticipate that Apple will post single-digit-percentage earnings and revenue growth for the third quarter compared to last year, per LSEG.

Investors

Focus Investment Banking

JULY 30, 2025

Customer Concentration and Certifications Will Be Scrutinized Many CNC shops grow fast by serving a few core accounts—but buyers view heavy customer concentration as risky. Value Insight: A company with an experienced team and minimal owner dependence can add 1–2 turns of EBITDA to valuation.

Manufacturing

CNBC: Investing

JULY 14, 2025

One of the most important metrics IBKR is judged on each quarter is account growth — how many new brokerage clients are they adding to the platform. In Q4, Interactive added 217,000 new accounts, pushing the full year total to above 775,000. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES.

Stock

Financial Times - Banking

JULY 23, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Profitability

Focus Investment Banking

AUGUST 4, 2025

service and commercial accounts. Mike Lampert: We’re adding on where we can add on to products and services. We buy, we we do an acquisition somewhere and they’re mostly police towing. Well, we’re, we do really good at Rd. We can easily add that in over there. So we’re, we’re pretty good at what we do.

Acquisitions

The New York Times: Banking

JUNE 10, 2025

Listen to this article · 2:13 min Learn more Share full article The Consumer Financial Protection Bureau has been fighting for its survival since President Trump installed Russell T. Vought as its acting leader in early February. Petersen wrote in her farewell email. While I wish you all the best, I worry for American consumers.”

Bank

PCE

JULY 16, 2025

At PCE, we specialize in helping business owners proactively assess and optimize their readiness for exit, so every part of your business journey is accounted for. By starting now, you’ll build a strategic roadmap to maximize your business’s value, transition smoothly, and safeguard your personal financial future.

Accountant

CNBC: Investing

JUNE 26, 2025

We were surprised to find out it was the iShares Core MSCI Emerging Markets ETF , more commonly known as IEMG (Disclosure: we own this for client accounts at Ritholtz Wealth Management): Up until recently, the emerging markets equity asset class has been fast asleep, but now, as you can see, it's waking up. INVESTING INVOLVES RISK.

Stock

Focus Investment Banking

AUGUST 3, 2025

Mobile ordering now accounts for 60% of digital restaurant sales, and 1 in 3 diners use Google to discover new places to eat. Download Full Article as PDF The post Restaurant: External Factors Impacting the Sector appeared first on FOCUS. 1 57% prefer ordering food to eating at a restaurant.

Food

Mergers and Inquisitions

MAY 14, 2025

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles. There are some famous counter-examples (e.g., KKR betting on always high natural gas prices). real estate).

Investment Banking

Focus Investment Banking

JULY 7, 2025

His four-pillar hiring approach — focused on attitude, enthusiasm, work ethic and moral compass — fosters loyalty, high standards and accountability. By adjusting labor rates and responding rapidly to cost increases, he has helped transform underperforming stores into profitable ones.

Private Equity

Razorpay

JUNE 18, 2025

This article breaks down employee reimbursements in a simple way, covering everything from their common types, real-life examples, key challenges, and how businesses can set up a smooth and reliable system. Proper paperwork keeps reimbursements non-taxable under accountable plans. Taxes on reimbursements depend on the plan type.

Management

Focus Investment Banking

JUNE 13, 2025

EOS provides a structured, actionable framework for leaders to delegate, document and define roles — creating clear accountability and empowering a leadership team to drive the business forward. Create accountability. My family’s auto service business implemented EOS with success. Hire and trust leaders. Schedule your exits.

Book-building

Razorpay

AUGUST 3, 2025

This article is your ultimate 2025 guide, providing a detailed purpose code list for inward remittance , explaining why accurate declaration is non-negotiable, and showing you how to manage them for seamless, hassle-free international transactions. This automated clearing means the funds are credited to your account much faster.

Accountant

Razorpay

AUGUST 3, 2025

This article is your ultimate 2025 guide, explaining what an FIRC is, why it’s mandatory for so many, how to get your e-FIRC , and its profound impact on your tax and compliance obligations. Recipient’s Details: Your name, address, and the bank account number where the funds were credited. Here’s how to handle them.

Bank