Focus Investment Banking

JULY 8, 2025

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our extensive experience working opposite private equity acquirers tells us that a structured process is best. Our healthcare services clients (e.g.,

Healthcare 52

Healthcare Investment Banking Negotiation Financial Statement 52

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. McKinsey reckons that 60 per cent of employees could save 30 per cent of their time with workflow automation, with automated accounting software, for instance.

Business 64

Business Finance Finance Accountant 64

Growth Business

JUNE 24, 2025

After all, it’s widely accepted that shared ownership drives higher performance, stronger loyalty, and long-term alignment. It’s a puzzle of which to go for: EMI Options Ordinary shares Growth shares Hurdle rates Buybacks For many founders, that’s where the wheels fall off. Why share equity at all?

Shares 52

Shares Equities Business Management 52

iMerge Advisors

APRIL 13, 2025

In a stock sale , the buyer acquires the ownership shares of the company directly from the shareholders. Stock Sale: Sellers typically pay capital gains tax on the sale of their shares, often resulting in a lower effective tax rate. This structure allows buyers to "cherry-pick" the assets they want while avoiding unwanted liabilities.

Sale 40

Sale Stock M&A Negotiation 40

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 106

Investment Banking Bank Banking Investment 106

Lake Country Advisors

OCTOBER 31, 2024

It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business 52

Business Profitability Debt Negotiation 52

CNBC: Investing

JULY 17, 2025

For instance, Empower announced in May that it would provide exposure to private equity, private credit and private real estate through collective investment trusts – that is, pooled funds that are available to individual investors only through retirement plans. Shares are down more than 5% in 2025, and Apollo has a dividend yield of 1.3%.

Stock 78

Stock Asset Management Investment Management 78

Sun Acquisitions

JANUARY 8, 2025

This is music to the ears of strategic acquirers and private equity firms. Having any one client account for too much of your revenue creates risk for buyers. Private equity buyers who are after targets with stable cash flows and growth potential. IT andMSPbusinesses are squarely in acquirers crosshairs for several reasons.

Business 105

Business IT Sale Valuation 105

The TRADE

JULY 17, 2025

increase since 2020, according to findings in TP ICAP’s ‘exchange global share and segment sizing’ report. Specifically, TC&S accounts for 60.3% of revenues in the Americas. Specifically, TC&S accounts for 60.3% year-on-year for 2024, and accounted for 52.8% Global exchange revenues reached $58.9

Mergers and Acquisitions 52

Mergers and Acquisitions Trading Capital Market Capital 52

Software Equity Group

JUNE 25, 2025

We break down due diligence for SaaS companies into six areas of focus: Business Diligence Accounting Diligence Tax Diligence SaaS Diligence Tech Diligence Legal Diligence In this checklist, we’ll dive into each area and its importance. Consider these 11 areas of accounting due diligence.

M&A 52

M&A Business Architecture Accountant 52

CNBC: Investing

JUNE 12, 2025

EWZ YTD mountain iShares MSCI Brazil ETF YTD Even after accounting for this outperformance, Brazilian equities appear relatively inexpensive, trading at just 8.5 How to trade a downturn in the shares Tony Zhang An options trade on this potential winner from U.S.-China times forward earnings compared to 23.5

Trading 68

Trading IT S&P Media 68

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. Until now.

Stock 58

Stock Investors Investment IT 58

Focus Investment Banking

JULY 7, 2025

share secrets of their success with Gain Traction Podcast Host Mike Edge. He shares his leadership principles, anecdotes from his time at Monro and actionable advice for shop owners looking to grow, sell or survive in today’s competitive market. Joe Tomarchio Jr.

Private Equity 52

Private Equity Business Shares Investment Banking 52

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 52

Education Capital Investment Funds 52

CNBC: Investing

JUNE 16, 2025

Oil services stocks have naturally been out of favor the past couple years while oil prices have trended lower, but they should outperform the broader equity market in the short term. Support is initially near $65/bbl. and at the rising 50-day (~10 week) moving average (MA).

Stock 50

Stock Investment Media Finance 50

CNBC: Investing

JUNE 9, 2025

Kent Nishimura | Bloomberg | Getty Images Sports entertainment, equipment and apparel stock Topgolf Callaway Brands surged on Monday after a high-profile corporate director bought shares in the company. Shares rose almost 15%, hitting their highest level since May 13. Shares have dropped about 60% since that purchase.

Stock 90

Stock Shares Media Investment 90

Focus Investment Banking

JUNE 13, 2025

Any other tactics that you could share for companies like yours who are looking to optimize their marketing and, and and make sure they’re top of mind when it comes time? These are important considerations, especially as private equity is infiltrating every part of the global economy, collision repair included, right?

Business 52

Business M&A Book-building IT 52

Global Newswire by Notified: M&A

JULY 15, 2025

Under the terms of the agreement, CloudFirst will join Performive , a cloud and infrastructure services provider backed by Renovus Capital Partners , a private equity firm. The Company expects continuity throughout the approval process and beyond.

Corporation 40

Corporation IT Funds Business 40

How2Exit

OCTOBER 23, 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 rn Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Valuation 147

Francine Way

MAY 18, 2017

Before we move on to the buy-side and sell-side process of M&A next week, I’d like to wrap up this week by discussing the other capital structure component / tool: equity. If you are a homeowner, you know that equity is the part of the home value that you actually own (as opposed to be owned by the bank).

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M&A Equities Financial Statement Debt 130

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

Private Equity 147

Private Equity Equities Debt Investment 147

Francine Way

JULY 10, 2017

Any structural elements that affect the equity value: Typically includes differences between public vs. private valuations, minority vs. control premiums, insider ownership, sizeable equity offerings, etc. There are also structural differences of past acquisitions to take into account. What will someone pay for the company?

Valuation 130

Valuation M&A Equities Shares 130

OfficeHours

JULY 18, 2023

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

OfficeHours

JUNE 6, 2023

Private equity firms play a significant role in the global financial industry, and their presence is particularly pronounced in New York City. Job Creation and Economic Growth: Private equity firms in New York City contribute to job creation and economic growth through their investment activities.

Private Equity 147

Private Equity Economics Equities Capital 147

OfficeHours

JUNE 13, 2023

Written by an OfficeHours Top Buyside Coach The presence of private equity firms in New York City contributes to its status as a global financial center by attracting talent, fostering innovation, and driving economic prosperity.

Private Equity 130

Private Equity Economics Equities Middle Market 130

How2Exit

MARCH 18, 2024

b' E196: Mike Moyer's Slicing Pie: A Fair and Logical Approach to Equity Distribution - Watch Here rn rn About the Guest(s): rn Mike Moyer is an entrepreneur, author, and award-winning speaker. He is passionate about helping entrepreneurs navigate the challenges of equity distribution and has become a leading expert in the field.

Equities 130

Equities Mergers and Acquisitions IT M&A 130

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 116

Education Accountant Funds Transportation 116

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). If growth and sale are not part of your plan, then an equity raise is not the right choice for you.

Finance 110

Finance Finance Equities Business 110

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Private Equity 130

Private Equity M&A Equities Book-building 130

OfficeHours

MAY 24, 2023

You’ve got your dream private equity! But that is just the first step of the private equity journey. Private equity firms are typically very hierarchical, with multiple levels of professionals needing to move up to make it to the title of MD or Partner. Congratulations! Now, it is time to hunker down and build your career.

Private Equity 130

Private Equity Equities Funds Recruitment 130

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

OfficeHours

JUNE 30, 2023

Are you preparing for upcoming private equity interviews? If so, understanding the mechanics of a leveraged buyout is paramount… Paper LBOs are an important part of any private equity interview. this buyout will be a private takeover), you may instead be given (or have asked for) the share price and number of shares outstanding.

Private Equity 130

Private Equity Equities Debt Recruitment 130

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

How2Exit

DECEMBER 11, 2023

b' E166: CEO Andrew Swiler Shares His Experience Acquiring and Turning Around Lanteria - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Shares 130

Shares Mergers and Acquisitions Business Private Equity 130

How2Exit

OCTOBER 30, 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. He has a background in running and growing businesses, with experience in equity partnerships and international operations.

Capital 130

Capital Business Acquisitions Shares 130