How2Exit

AUGUST 12, 2024

Financial Preparedness: The episode highlights the critical need for comprehensive financial planning, especially when leveraging debt for acquisitions. Professional Guidance: The importance of holistic financial advisory services to ensure both business growth and personal financial stability is emphasized.

Acquisitions 130

Acquisitions Business Mergers and Acquisitions Debt 130

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Loan Syndication Merchant bankers help arrange funds for large corporate borrowers by syndicating loans from multiple lenders.

Bank 52

Bank Banking Business Underwriting 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

PCE

MAY 17, 2023

Wednesday, May 17, 2023 Given today’s economic uncertainty—and all the focus on rising interest rates, bank failures, and market conditions—business owners and financial executives may find that debt markets are top of mind.

Capital Market 52

Capital Market Capital Debt Capital Markets Debt 52

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Software Equity Group

JUNE 14, 2023

The basic formula takes into account current assets and current liabilities: Current assets for a software business typically include cash, accounts receivable, undeposited funds, prepaid expenses, inventory, and other similar short-term assets. The deal is simpler this way, as the purchase price is based solely on enterprise value.

M&A 93

M&A Capital Negotiation Accountant 93

The TRADE

JANUARY 16, 2024

Le Prevost highlighted that the merger will pave the way for both firms to capitalise on opportunities and take their business to the next level. “[…] Combining the financial strength of Atlas Merchant Capital with our culture of employee ownership is a highly compelling proposition.

Investment Banking 111

Investment Banking Mergers Banking Bank 111

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. Growth debt, also called venture debt, most often comes as a principal loan accompanied by an interest payment.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. The deal types span a wide range, but equity and debt deals are more common than M&A since many companies in emerging markets are in “growth mode.” 7,200 | U.K.:

Investment Banking 105

Investment Banking Bank Banking Investment 105

How2Exit

AUGUST 8, 2023

The funds generated from the sale can be used to finance the M&A transaction, invest in growth opportunities, or pay down debt. rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Mergers and Inquisitions

OCTOBER 16, 2024

So, in my first year at [University Name] , I’ve taken a few accounting and finance classes and worked on a stock pitch for [Company Name] in the student investment fund. I liked the analytical work and seeing the entire deal process at the search fund, and I liked working with a range of clients at the valuation firm.

Investment Banking 111

Investment Banking Banking Bank Investment 111

Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms For the vast majority of insurance agency sellers, you will likely work with an M&A advisory firm.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Fund Raising: Showcase your expertise in fundraising activities, which play a vital role in investment banking. However, keywords alone are not enough.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The TRADE

JULY 7, 2023

For hedge funds, access to capital and the ability to shift directions with agility — to create, employ, and scale new strategies — is critical. Partners that see risk in the same way hedge funds do are becoming rarer. How are client demands of prime brokers shifting?

Capital Market 52

Capital Market Risk Management Investment Banking Capital 52

MergersCorp M&A International

JANUARY 23, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, has established itself as a trusted partner for businesses seeking comprehensive project finance consulting services alongside their M&A transactions.

Consulting 52

Consulting Finance Finance Financial Institution 52

Sica Fletcher

MAY 8, 2024

simply wants to settle down and not have to worry about money. Need funds. Other times, they are hoping to use their share of the sale to alleviate personal debt. Manageable Debt. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As of May 2024, the influx of over $1.3 Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing. With manageable working capital requirements, the PE investor can grow the business without maintaining an asset-heavy balance sheet or funding constant upgrades.

Private Equity 52

Private Equity Government Investors Equities 52

Tyton Partners

FEBRUARY 8, 2024

Key findings of Investing in Tomorrow include: Personal finance education has a transformative impact throughout a student’s lifetime, positively influencing a wide variety of outcomes, including credit scores, debt management, and retirement savings. ” Visit ngpf.org for more.

Education 52

Education Investment Finance Finance 52

Wall Street Mojo

JANUARY 4, 2024

Determine the mix of debt and equity required to finance the deal. Also, ascertain the transaction fees, such as legal and advisory costs, since they impact cash flows. For instance, interest expense is applicable when funding sources include debt. The debt was $200 million, and the cash was $120 million.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Solganick & Co.

FEBRUARY 2, 2024

It’s going to be deals where you don’t have to raise debt, and don’t have to worry about the interest rates too much while funding the transaction,” said Solganick. We are a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. For more information, please contact us.

M&A 40

M&A Business Middle Market Investment Banking 40

iMerge Advisors

APRIL 8, 2025

litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here. Funds are wired, ownership transfers, and the post-close phase begins. The post How do I sell my software company?

M&A 40

M&A Valuation Private Equity Negotiation 40

Sica Fletcher

JULY 23, 2024

Since H2 2022, industries across the board (including insurance) have seen declines in deal volume as prospective buyers have withheld their funds for more favorable conditions in which the cost of debt is not so high. Buyers will become less choosy. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

Insurance 52

Insurance M&A S&P Valuation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Sica Fletcher

JUNE 20, 2024

This is even more interesting when we view the rate of return for these insurance agencies, which has actually dropped below the cost of acquiring debt for a transaction, creating a negative spread for the first time in M&A history. It used to be the case that equity structures consisted of senior debt (i.e.,

Insurance 52

Insurance M&A Valuation Equities 52

Software Equity Group

SEPTEMBER 24, 2024

That’s because–assuming a cash-free, debt-free structure–anything defined as indebtedness reduces your company’s valuation dollar-for-dollar. For example, they will commonly disclose the source of the prospective buyer’s financing, such as whether they plan to raise debt for the purchase or withdraw funds from their existing cash reserves.

Negotiation 52

Negotiation Business M&A Valuation 52

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. It also offers investment banking services such as equity underwriting, mergers and acquisitions, debt restructuring, and capital raising.

Bank 52

Bank Banking IT Management 52

Cooley M&A

JANUARY 25, 2023

2022 drivers and headwinds Choppy access to capital markets and financing to fund ongoing operations Many life sciences companies faced challenges raising money in the capital markets in 2022. Let’s dig in. That said, some buyers took a wait-and-see approach in 2022.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Cooley M&A

SEPTEMBER 16, 2024

Post-closing adjustments for changes in cash, debt and working capital are challenging to implement and are not used as frequently in merger of equal combinations as compared to traditional private company acquisitions. As a result, the parties often agree to tighter interim operating covenants to limit any potential leakage of value.

Mergers 52

Mergers Mergers and Acquisitions Valuation Stock 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. For example, a buyer may not assume a debt or take over a piece of real estate. Seller Financing Most likely your buyer will not be able to fund a 100% cash buy out especially if the acquisition is financed through a loan.

Business 52

Business Sale Broker IT 52

JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

Valuation 165

Valuation Private Equity Portfolio Management Asset Management 165

Intrepid Banker Insights

APRIL 1, 2025

Together, they will expand and strengthen relationships with private equity partners that value Intrepid’s core services of M&A, Capital Advisory, Buy-Side Search, and Special Situations and unique capabilities that include access to its corporate parents balance sheet and global relationships, as Japans largest financial institution.

Management 52

Management Private Equity Middle Market Advisory 52

Chesapeake Corporate Advisors

APRIL 15, 2025

Your stakeholders need to know you have the cash to invest in growth, service debt, and distribute funds to investors on the expected timeline. The Corporate Advisory Team at Chesapeake Corporate Advisors helps middle market companies achieve their goals by providing a broad range of value-add services, including FP&A.

Middle Market 52

Middle Market Profitability Business Corporation 52