Focus Investment Banking

JULY 8, 2025

The sellers’ legal and accounting teams also play critical roles during this phase. The FOCUS banking team supports the diligence process by answering questions, identifying appropriate parties to respond to information, coordinating communication, and resolving any issues that arise.

Healthcare

Accenture Capital Markets

DECEMBER 2, 2024

40% of customers are more likely to roll money over from other retirement accounts if they have a great digital experience. Women have on average 65% lower retirement account balances compared to men. Thank you to Alex Convey and Sam Murphy-Kerry for contributing to this blog.

Economics

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

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

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

Cisco: M&A

JULY 31, 2025

However, analyzing the carbon footprint of Cisco’s products, packaging accounts for 3% or less of the manufacturing carbon footprint on average. When it comes to sustainability, greenhouse gas emissions (GHG) tend to be the primary measure of environmental impact.

Engineering

Tyton Partners

JULY 8, 2025

These are not trivial issues—and they underscore why catalytic capital continues to feel like unfamiliar territory for many investors, despite its long track record in other sectors.

Education

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

Tyton Partners

JULY 16, 2025

As our recent Choose to Learn report highlights, expanding Education Savings Account (ESA) legislation has tipped the scales in favor of greater options for parents and students.

Education

Sun Acquisitions

JUNE 9, 2025

Here’s an example: On one hand, a buyer may assign a lower value to depreciated equipment when using a conventional accounting metric. Savvy buyers know this and will exploit it, hoping unprepared buyers will be swayed by valuations that are wedded more to accounting conventions rather than operational reality.

Manufacturing

Focus Investment Banking

JUNE 20, 2025

New platforms can use data and AI to run program administration more effectively, with better accountability, Morley said. And spreadsheets and emails really is not going to help in that situation.”

Insurance

Deal Lawyers

AUGUST 28, 2023

This recent Sheppard Mullin blog discusses the role of the independent accountant in resolving disputes in a purchase price adjustment calculation and, in particular, the impact of engaging an accountant as an expert or an arbitrator.

Accountant

JD Supra: Mergers

JULY 1, 2025

X (formerly Twitter) RSS Feeds for Publishers For Reporters My Account Log In scripts_template.html --> July 1, 2025 Healthcare & Life Sciences Private Equity Deal Tracker: Riverside Company Sells Marena Group to CenterGate Trey Andrews McGuireWoods LLP + Follow x Following x Following - Unfollow Contact LinkedIn Facebook X Send Embed To embed, copy (..)

Private Equity

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. and (4) support long-term business strategy. and (4) support long-term business strategy.

M&A

Francine Way

JUNE 22, 2020

It has been roughly three years since my last blog post at the completion of my fellowship. To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Time certainly did fly by when one was having fun.

Valuation

Francine Way

MAY 18, 2017

Public company audited financial statements typically receive a good deal of scrutiny from accountants, equity analysts, and regulatory agencies. Private companies have a different set of goals - that is to minimize taxes, so the private company accounting tend to minimize earnings.

M&A

H. Friedman Search

FEBRUARY 8, 2024

As mentioned in previous blogs, this is the question that most people ask themselves in earnest when they begin the interview process. In other words, are these accounts that you inherited when joining this firm, or are they accounts that you brought to the firm? Harlan publishes a blog every Thursday here.

Accountant

Francine Way

MAY 17, 2017

For those of us who have borrowed money based on collateral, this blog post will feel familiar. If you have listed your car or savings account in your mortgage application, you are essentially trying to get a loan based on your current asset(s). The concept can be extended to M&A. This post is the last one of our debt discussion.

Debt

Razorpay

JANUARY 19, 2024

Powerful current accounts always come with a caveat; a minimum balance requirement. Whether it is a few ten thousand or a few lakhs, most accounts are not zero balance current accounts. Would a zero balance current account really be so beneficial to businesses?

Accountant

Bronte Capital

NOVEMBER 12, 2022

A long time ago I wrote a blog post about rehypothecation with brokers. The 1934 Securities Exchange Act and all that When you sign up to a margin account in almost all cases you pledge your securities to the broker with the ability for them to repledge. It is - unsurprisingly - relevant again. There is one word for this.

Broker

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. Each analyst has his/her own preferences and, assuming adherence to basic accounting principles, these different preferences are okay. Remember the cardinal rule in accounting: balance sheet must balance.

Discounted Cash Flow

Francine Way

JULY 17, 2017

Balance Sheet Assumptions: Days Accounts Receivable (AR) = AR / Revenue * 360. Days Payable = Accounts Payable / COGS * 360. AR = Days Account Receivable assumption (from earlier) / 360 * this year’s Revenue. Liabilities Accounts Payable (AP) = Days Payable assumption (from earlier) / 360 * COGS.

Valuation

Francine Way

JULY 19, 2017

So, a good valuation model has to take into account the possibilities of a variable having multiple values along with each value’s probability of occurring. Well, in the real world, there is no certainties in business. Grays exist more than black and white; multiple possibilities exist, leading to multiple outcomes.

Valuation

Francine Way

JULY 8, 2017

In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’. As private companies seek to minimize taxes and public companies seek to maximize earnings, there are a number of adjustments that need to be made before apple-to-apple comparisons can be made.

M&A

Francine Way

JULY 20, 2017

The valuation professionals going into these quantitative exercises may not be able to account for every variables, but they should attempt to do so to the best of their abilities. This post wraps up our valuation discussion. Thank you for keeping up with these very dry discussions.

Valuation

Francine Way

MAY 14, 2017

In the last two blog posts, we walked through capital structure and how it impacts M&A activities and vice versa. We will now go through a series of four blog posts that dive deeper into debt - specifically, the various considerations one ought to take into account when planning to use debt for an acquisition.

Debt

Francine Way

JULY 10, 2017

There are also structural differences of past acquisitions to take into account. To answer this question, four things are needed: The list of potential buyers: Strategic buyers tend to be willing to pay more than financial buyers (but typically with longer duration of due diligence).

Valuation

Deal Lawyers

NOVEMBER 1, 2023

Meredith recently blogged about the distinction Delaware courts have traditionally drawn between an “expert determination” and “legal arbitration” when referring to dispute resolution language in the provisions of an acquisition agreement dealing with a purchase price adjustment.

Accountant

Francine Way

MAY 15, 2017

That debt should be used prudently, taking into account future financial shocks that require financing flexibility. Similarly, a good M&A program has to take into account how each transaction and the overall program should be financed. In conclusion, a good M&A program takes into account how it should be financed.

Debt

Tyton Partners

MARCH 21, 2024

The spotlight is on the ascent of Education Savings Accounts (ESAs), which allocate a portion of state funds designated for a child’s public school education into a specialized account controlled by parents. The post Unlocking Education: The Rise of Education Savings Accounts (ESAs) appeared first on Tyton Partners.

Education

JD Supra: Mergers

JULY 3, 2025

X (formerly Twitter) RSS Feeds for Publishers For Reporters My Account Log In scripts_template.html --> July 3, 2025 Healthcare & Life Sciences Private Equity Deal Tracker: VeraNorth Launches Fund, Acquires RN Express Geoffrey Cockrell McGuireWoods LLP + Follow x Following x Following - Unfollow Contact LinkedIn Facebook X Send Embed To embed, copy (..)

Private Equity

Razorpay

DECEMBER 16, 2024

Accounting is the process of recording all financial transactions of a business over its lifetime. There are two major kinds of accounting. In this blog, we will discuss the single entry system of accounting. The single-entry method is the foundation of cash-basis accounting. Heres an example.

Accountant

Razorpay

JUNE 10, 2023

What is Accounting? Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business. How Does Accounting Work?

Accountant

Cisco: M&A

JANUARY 9, 2024

For any organization sending bulk email or high email volumes to Google and Yahoo accounts, there’s one date you should have flagged on your calendar. On February 1 st , guidance indicates you’ll need t… Read more on Cisco Blogs

Accountant

Cisco: M&A

JUNE 22, 2023

Many of our partners are having great success selling our Meraki solutions into their SMB accounts. Did you know that Meraki not only… Read more on Cisco Blogs If you are one of them, congratulations! If not, join the party.

Securities

Cisco: M&A

AUGUST 29, 2023

If there’s one thing that Raj Bhat, SDA for Premier Accounts in CX (Customer Experience) knows how to do, it’s how to create a bucket list, one that has taken him to Peru, Tanzania and beyond. But he … Read more on Cisco Blogs

Accountant

OfficeHours

MAY 19, 2023

If you don’t have an account already, create a free account here and purchase our Buyside Starter Kit with the code BUYSIDESTARTER here. Learn to interpret anonymous blog critiques as a tool for professional success. Read more blogs Learn how to perform a comprehensive LBO analysis in just a few simple steps!

Discounted Cash Flow