How2Exit

MAY 19, 2025

He’s navigated both the boardrooms of Fortune 500 companies and the trenches of small business ownership—including launching a yoga franchise. You’re Not Fooling Anyone with Your Add-Backs – There’s a line between aggressive adjustments and devious manipulation. Sophisticated buyers will catch it.

Business 130

Business Book-building Professional Services S&P 130

Lake Country Advisors

AUGUST 8, 2024

It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

OCTOBER 10, 2023

Ron rn rn rn About The Guest(s): Juan Braschi is the CEO of Boopos, a company that helps talented buyers acquire businesses and provides flexible financing for buying e-commerce and software-as-a-service (SaaS) businesses. He shares his background in finance and technology and explains how his experiences led him to create Boopos.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit.

Management 100

Management S&P Acquisitions Business 100

The Harvard Law School Forum

APRIL 25, 2023

and Paul S. Scrivano, Davis Polk & Wardell LLP, on Tuesday, April 25, 2023 Editor's Note: George Bason is partner and Chair of the Mergers and Acquisitions practice, and Andrew Ditchfield and Paul S. Posted by Andrew Ditchfield, George R. Scrivano are partners at Davis Polk & Wardwell LLP. Dougherty , Louis L.

Sale 96

Sale Mergers and Acquisitions S&P Private Equity 96

TKO Miller

AUGUST 30, 2023

The S&P 500 Index is up 16.5% Other sectors have largely remained flat as strategic buyers focus on improving their own operations and bottom line before they wade back into acquisition mode. Packaging Trends Q2 M&A Update U.S. middle market valuation multiples and deal volume are down slightly through Q2 of 2023.

Middle Market 91

Middle Market Valuation S&P Debt 91

How2Exit

MARCH 13, 2023

After the acquisition of the agency, Johnston has been consulting on operations and systems for digital marketing agencies all over the world. Concept 2: Prepare For Acquisition Carefully Johnston's story also serves as a warning to those looking to be acquired.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions IT 130

Francine Way

JUNE 22, 2020

Any parts that don’t fit that should be sold off after acquisition I typically discussed the target’s financials next. A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. The target’s known ownership structure.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Francine Way

JULY 11, 2017

Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. Inexpensive Excel-plugin simulator such as @RISK are available for download online.

Valuation 130

Valuation M&A DCF Financial Statement 130

Focus Investment Banking

JULY 10, 2025

return of the S&P 500 and even well ahead of the 17.8% When measured over a full twelve-month time frame, this period’s gains were strong enough to bring the TBSI back from well underwater in our last report to breakeven.Unfortunately, this still places the sub sector well behind both the S&P 500 (up 13.6%

Business 52

Business S&P Engineering Telecommunication 52

The New York Times: Mergers, Acquisitions and Dive

AUGUST 6, 2024

Nearly a quarter-century after Microsoft lost a similar case, a judge’s decision that Google abused a monopoly in internet search is likely to have major ripple effects.

S&P 142

S&P Mergers and Acquisitions Engineering Mergers 142

Focus Investment Banking

MARCH 10, 2025

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Here’s my advice on why you should seriously consider the above: dont just accept a default attitude toward an exit as ‘it is what it is.’

Investment 52

Investment Book-building Sale Business 52

Shearman & Sterling

JANUARY 18, 2023

Zurn of the Delaware Court of Chancery substantially granted plaintiff's motion for summary judgment in an action seeking attorneys' fees. Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Garfield v. Boxed, Inc., 2022-0132-MTZ (Del.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers S&P Corporation 52

CNBC: Investing

JUNE 24, 2025

The analyst also upped his price target by $5 to $21, which implies more than 40% upside from Monday's close. The stock has also gained nearly 16% this year and more than 22% in the past three months, outpacing the S & P 500 in both timeframes. Of the 48 covering the stock, 32 rate it as neutral.

Stock 59

Stock IT Shares S&P 59

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. It’s a balance where numbers meet intuition, and neither aspect should be ignored.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del. 14, 2019).

S&P 52

S&P Corporation Funds Acquisitions 52

OfficeHours

OCTOBER 16, 2023

Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm, as with a typical transaction. After the acquisition, the previously public company is delisted from its stock exchange, whether the NYSE, NASDAQ, etc.

Investors 100

Investors Private Equity Equities Debt 100

Focus Investment Banking

JUNE 20, 2025

This decline was essentially on par with the S&P 500, which dropped 0.7% This outperformed both the S&P 500 (up 12.0%) and the NASDAQ (up 14.2%) by a wide margin. In another notable transaction, SolarWinds made its first acquisition since it was taken private by Turn/River. over the same time frame.

S&P 52

S&P M&A Transportation IT 52

InvestmentBank.com

OCTOBER 24, 2019

In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. According to a study by Avalere Health and the Physician Advocacy Institute, hospital acquisition of physician practices in the U.S. In 2009 healthcare costs consumed 17.3%

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% s $102 million offering highlighting the week, returning over 40% on its first day of trading. in the week. Average daily U.S.

Mergers 40

Mergers Underwriting Acquisitions M&A 40

OfficeHours

OCTOBER 23, 2023

Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. After the acquisition, the previously public company is delisted from its stock exchange, whether the NYSE, NASDAQ, etc.

Investors 130

Investors Private Equity Equities Debt 130

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 18, 2020

In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions. Aggregate Number of Transactions The best source of data we have found for the number of insurance agent and broker M&A transactions for a given period is data aggregated by S&P Market Intelligence on announced transactions.

M&A 52

M&A Insurance S&P Broker 52

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. In the Engineering and Construction sub sector, Dycom’s acquisition of the public carrier wireless business of Black & Veatch had a multiple of 0.6x This outperformed both the 5.5% addition, Quanta Services’ $1.7

Business 52

Business S&P Engineering M&A 52

Focus Investment Banking

JULY 2, 2024

This was despite a generally favorable market that pushed the S&P 500 up 3.6% However, the sector still lagged both the S&P 500 and NASDAQ by a wide margin over the past year. The S&P 500 is up 26.3% and the NASDAQ up 4.0%. over this time frame, while the NASDAQ gained 29.4%.

S&P 52

S&P M&A Acquisitions 52

The Deal

JUNE 22, 2023

Reed and Michael P. Chief legal officer Joshua S. Keeley of longtime counsel Kirkland & Ellis LLP for counsel on the deal. Qatalyst Partners LP is the lead financial adviser to the target and the seller, while Barclays, Citigroup Inc., Evercore Inc., HSBC Securities (USA) Inc., Jefferies LLC and Piper Sandler Cos.

Private Equity 98

Private Equity S&P Equities Finance 98

Sica Fletcher

MAY 13, 2024

Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Focus Investment Banking

JULY 24, 2024

This loss was despite a generally positive market backdrop that saw the S&P 500 gain 3.9% This performance once again trailed the broader indices, as both the S&P 500 and the NASDAQ were up more than 20% over the past year. and the NASDAQ gain 8.3% over the corresponding time period. revenue and 6.4x

S&P 52

S&P M&A Accountant Business 52

Focus Investment Banking

JULY 16, 2024

This was despite a strong overall market that pushed the S&P 500 up 3.9% However, this performance once again lags the broader indices by a fairly wide margin, as both the S&P 500 and NASDAQ gained more than 20% over the past year. and the NASDAQ up 8.3% over the same three-month time frame.

Business 52

Business S&P M&A Engineering 52

The Harvard Law School Forum

MAY 2, 2023

Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1] stock market in 2022 experienced increased volatility relative to 2021. 6] (more…)

Consulting 83

Consulting S&P Economics Government 83

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. Subscribe to Growth & Acquisitions(Formerly The Hub) '

Business 130

Business Investment S&P Consulting 130

Shearman & Sterling

JANUARY 18, 2023

Zurn of the Delaware Court of Chancery substantially granted plaintiff's motion for summary judgment in an action seeking attorneys' fees. Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Garfield v. Boxed, Inc., 2022-0132-MTZ (Del.

Mergers and Acquisitions 40

Mergers and Acquisitions Mergers S&P Corporation 40

The Harvard Law School Forum

OCTOBER 6, 2022

year-to-date for 2022, the S&P 500 was lower by 16.8% While the market has gained some ground from the lows of summer, as of September 1, 2022, the Dow Jones Industrial Average (“DJIA”) was down 12.9% and the Nasdaq Composite fell by 24.7%. Over the same period, the CBOE Volatility Index (“VIX”) was up over 30.2%. [4].

Consulting 75

Consulting S&P Investors Corporation 75

Shearman & Sterling

NOVEMBER 19, 2019

§ 220, for documents and information relating to the corporation's acquisition of Anadarko Petroleum and related transactions. P'ship, Icahn Partners Master Fund LP, and Icahn Partners LP v. High River Ltd. Occidental Petroleum Corp., 2019-0403-JRS (Del. 14, 2019).

S&P 40

S&P Corporation Funds Acquisitions 40

Wizenius

APRIL 1, 2023

Apple's credit rating was AA+ from S&P and Aa1 from Moody's, which allowed it to borrow at a low interest rate. Ford's credit rating was BBB- from S&P and Baa3 from Moody's, which was just above the threshold for investment-grade status. Apple's weighted average cost of capital (WACC) at the time was around 7.5%.

Debt 52

Debt Equities S&P Shares 52