Francine Way

JULY 17, 2017

This current post about Leveraged Buy Out (LBO) is about a valuation method used by a very specific type of financial acquirer: private equity (PE) firms. The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building the go-forward 3-statement model.

Valuation 130

Valuation M&A Debt Book-building 130

Mergers and Inquisitions

MAY 10, 2023

Asia-Pacific sees ~$1+ trillion of M&A deal activity per year , and SE Asia accounts for only ~10% of that (note that the first image below is only for 9 months of the year, so the full-year numbers are higher): $50 – $100 billion of M&A deal activity per year may seem like a lot, but it’s less than Canada in an average year.

Investment Banking 105

Investment Banking Bank Banking Investment 105

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business 130

Business Negotiation DCF Acquisitions 130

Focus Investment Banking

MAY 22, 2025

Insurance brokerages stand out for their reoccurring revenue models, strong cash flows, and low capital intensity all factors that make them highly sought after by both strategic buyers and private equity platforms. This relative inelasticity gives commercial brokers better pricing power, lower churn, and higher average account sizes.

Broker 52

Broker Insurance Private Equity Book-building 52

How2Exit

MAY 2, 2023

This will help to build trust between the buyer and the employees, and to ensure that the transition is successful. Additionally, the buyer should discuss any retention plans they may have, such as giving employees equity in the company, or offering stock options. This will help to build trust between the employees and the new owner.

Sale 130

Sale Business Book-building IT 130

How2Exit

OCTOBER 3, 2022

Buyers will evaluate the retention and churn rates of your customers as well as the revenue tied to each account. They join cloud services, mobile, SaaS, and data as the most sought among private equity and strategic buyers. For all buyers, they have three choices relating to IP: Buy, build, or partner.

Management 100

Management S&P Acquisitions Business 100

Peak Frameworks

MAY 8, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Salvage value is an important concept in accounting and forecasting a company's financials. What is Salvage Value?

Finance 52

Finance Finance Book-building Accountant 52

Growth Business

FEBRUARY 28, 2024

According to Beauhurst , the highest growth in the city’s tech scene comes from SaaS, accounting for 31 per cent of tech businesses, mirroring the trend country wide. In May 2023, engineering firm Dyson also announced plans to build a £100 million R&D hub in the city to be home to hundreds of software and AI engineers.

Food 98

Food Engineering Manufacturing Equities 98

iMerge Advisors

APRIL 14, 2025

GAAP-Compliant Financials These follow Generally Accepted Accounting Principles (GAAP), ensuring consistency and comparability, but may not be audited. Buyers whether strategic acquirers or private equity firms will typically expect at least GAAP-compliant financials. When Are Audited Financials Expected?

Sale 40

Sale M&A Valuation Private Equity 40

Tyton Partners

MARCH 28, 2024

Only McGraw-Hill retained its name, but it too had found itself subject to a split back in 2013, when it was sold out of publicly traded McGraw-Hill Companies to a private equity firm. Pearson then became Savvas Learning. The smart “runners” have already shifted their training regiments.

Sale 59

Sale Book-building Education Portfolio 59

IBG

SEPTEMBER 11, 2024

That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years. It should come as no surprise, then, that a major focus of most buyers is on the company’s income statement and related financial information.

Sale 52

Sale Business Financial Statement Profitability 52

Mergers and Inquisitions

MAY 14, 2025

Its effects are less direct in verticals such as data centers and renewables, but if theres a disruption to trade, such as a tariff apocalypse , these sectors will be hurt because it will become more expensive to build and maintain assets. It takes a long time to find these examples, especially for non-U.S.

Investment Banking 59

Investment Banking Bank Banking Investment 59

How2Exit

AUGUST 28, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Ronald shares what he's seeing as the behavior of private equity firms in the current market.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Mergers and Inquisitions

JULY 17, 2024

Some people get in via the top IITs, the Chartered Accountant (CA) designation, and other means, such as networking / lateral hiring , but these are lower probability than the IIM route. They’re mostly supporting pitch books and deal execution in other regions, not working on domestic deals from start to finish.

Investment Banking 59

Investment Banking Bank Banking Bulge Bracket 59

Mergers and Inquisitions

APRIL 19, 2023

On the producer side, you can see how much they spend to build new plants, factories, and processing centers. Key Uses: Since copper is the best conductor of electricity among non-precious metals, it’s widely used in machinery, appliances, batteries, and even electrical wiring for entire buildings.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. consolidation accounting , lease accounting , etc.). public markets roles ( hedge funds , asset management , etc.),

Investment Banking 64

Investment Banking Equities Bank Banking 64

Focus Investment Banking

JUNE 13, 2025

And so it’s just it’s like building a house. Through a level of efficiencies in relationship building and building culture, we were able to continue to grow the business. Josh, you mentioned something that I noted down along the lines of building the foundation before you build the skyscraper on up.

Business 52

Business M&A Book-building IT 52

How2Exit

NOVEMBER 11, 2024

E256: Why Private Equity is Hungry for Small Businesses – Here's How You Can Cash In - Watch Here About the Guest(s): Adam Coffey is a renowned CEO specializing in running private equity companies, a best-selling author, and a veteran in the business industry. billion in exits. billion in exits.

Private Equity 130

Private Equity Equities Business Economics 130

Focus Investment Banking

MAY 28, 2025

The flurry of acquisitions in the industry, fueled by private-equity money, has left a dearth of low-hanging fruit, he said. Prospective sellers need to keep their books and records in good shape, Tomarchio said. Also, the building and equipment need to be in decent shape. Tomarchio retired from Monro in 2023.

Shares 52

Shares Mergers and Acquisitions Book-building M&A 52