M&A Leadership Council

FEBRUARY 15, 2023

Most acquirers by now have well developed M&A processes that guide their M&A leaders through the various phases, decisions, requirements, events, actions and phase-gates and from step to step through the “M&A lifecycle.” While these good approaches are widely viewed as an intact, coherent process, they rarely function as such.

M&A 93

M&A Business IT Financial Models 93

How2Exit

AUGUST 22, 2023

Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Networking, attending industry events, and leveraging personal connections can help identify potential acquisition opportunities.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Wall Street Mojo

JANUARY 15, 2024

If the employee leaves in 2 months, my net losses Net Losses Net loss or net operating loss refers to the excess of the expenses incurred over the income generated in a given accounting period. On the contrary, the golden parachute helps prevent any conflict of interest from arising in the event of mergers.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e.,

Banking 123

Banking Bank Funds Government 123

Peak Frameworks

SEPTEMBER 12, 2023

Example: During the 2008 Financial Crisis, many financial models based on parametric VaR underpredicted potential losses, causing significant challenges. Stress Testing and Back-testing: VaR models are regularly tested against real-world data and hypothetical 'worst-case' scenarios to ensure their accuracy and reliability.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Mergers and Inquisitions

AUGUST 16, 2023

In terms of industry focus , technology (especially “general IT,” Internet, and semiconductors) and healthcare have always accounted for a high percentage of deal activity. But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Peak Frameworks

SEPTEMBER 12, 2023

Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. At its core, a retainer fee is a financial agreement that ensures mutual commitment between professionals and their clients. A retainer fee is money paid to ensure that a professional will provide services to you.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

M&A Leadership Council

JANUARY 4, 2024

Not just lawyers and accountants – be sure to include an overall strategic advisor and process manager and support for critical functions such as IT and HR. Resourcing is key to deal-thesis attainment , so build in appropriate costs to the deal’s financial model. It is a team sport , requiring depth at many different positions.

M&A 52

M&A Financial Models Management Financial Modeling 52

How2Exit

JULY 3, 2023

They may have specific financial models and return expectations that they need to meet. The speakers emphasize that this is not an insult to the seller, but rather a reflection of the buyer's financial model and return requirements. One key takeaway from the podcast is the importance of focusing on purpose over profit.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

JULY 19, 2023

Investment Style – Long/short strategies depend more on timing and getting individual quarters and events right, while long-only strategies often use longer holding periods and require deeper dives into companies. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 52

Cooley M&A

JULY 9, 2021

In analyzing synergies, the court clarified that the deal price would be reduced for buyer’s expected synergies , even if those synergies were not ultimately achieved (so long as they were accounted for in the price). 1] In Halpin v. Riverstone Nat’l, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

DECEMBER 4, 2024

Technology & Services: This one includes any company that is built on top of sports, such as firms in the gambling, data/analytics, software, and live event sectors. Is it suddenly popular among a certain demographic due to recent events or player relationships (e.g., How many live viewers does the average game have?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Growth Business

AUGUST 3, 2023

Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too. However, it is enough money to get your company off the ground and start validating your business model,” said Sam Dallow, accounting, finance and tax expert at Counting King.

Funds 52

Funds Investors Investment Business 52

Wall Street Mojo

JANUARY 16, 2024

Simply put, it is the difference in taxes that arises when taxes due in one of the accounting period are either not paid or overpaid. Interest accrued Interest Accrued Accrued Interest is the unsettled interest amount which is either earned by the company or which is payable by the company within the same accounting period.

Accountant 98

Accountant Financial Models Financial Modeling Investment 98

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. In equity research, the goal is to get clients to pay for the teams research consistently , but revenue does not depend on deals or other specific events.

Investment Banking 64

Investment Banking Equities Banking Bank 64