Focus Investment Banking

JULY 8, 2025

Rather than putting up a listing, we invest in expensive databases that, combined with our own tracking and buyer relationships, allow us to keep a very close eye on every investor group in the market. Download Full Article as PDF The post Breaking Down the FOCUS Sell-Side Process appeared first on FOCUS.

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Healthcare Investment Banking Negotiation Financial Statement 52

Mergers and Inquisitions

JUNE 11, 2025

Discussing your own deals is different, so please refer to the “ deal sheet ” article for more on that one. The investor presentation for the deal. It’s not like reading the WSJ or FT, where the articles recycle the same points repeatedly (usually from the company’s PR department). What about their investors?

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M&A Debt Mergers and Acquisitions Banking 59

Mergers and Inquisitions

JANUARY 8, 2025

That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. You can think of this article as What I would tell my 22-year-old self if I could do it all over again.

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How2Exit

FEBRUARY 10, 2025

His passion for scaling companies rather than starting them from scratch provides a fresh perspective on the search fund model, the importance of strategic investors, and how AI is shaping the future of software businesses. The mentorship from experienced investors. The key differentiator?

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Business Funds Acquisitions Healthcare 130

How2Exit

MARCH 10, 2025

Article: The Dealmaker’s Playbook: How Rob Richmond Closes a Deal Every Week In the fast-paced world of mergers and acquisitions, the ability to structure deals creatively is often the difference between success and failure. One of Richmond’s key insights is the psychology of the seller.

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

iMerge Advisors

APRIL 9, 2025

This article breaks down the key drivers of software company valuation, outlines how buyers think about value, and offers practical steps to help you assess and enhance your companys worth ahead of a potential exit. The Rule of 40 the sum of revenue growth and EBITDA marginremains a key benchmark for SaaS investors.

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PCE

JANUARY 14, 2025

Lower interest rates, relative economic stability, and increasing investor confidence are expected to generate a broad range of transactions across sectors, as companies and investors seize new opportunities for innovation and expansion.

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M&A Mergers and Acquisitions Business Economics 52

CNBC: Investing

JULY 15, 2025

"Now, you're starting to get credit for it as an investor." EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. C 1D mountain Citi, 1-day "If you know the history, Citi is not a company that has had any right, historically, to give guidance at the high end," Brown said. INVESTING INVOLVES RISK.

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Sun Acquisitions

JULY 24, 2025

They also have anxious investors and timelines to meet. We hope this article has given you some food for thought about your next steps. Compounding this opportunity is another development: Buyers have loads of capital to deploy and are highly motivated.

Manufacturing 59

Manufacturing Business Acquisitions Economics 59

The TRADE

JULY 3, 2025

When it comes to trading desk design there is no one-size-fits-all approach, but there are still real opportunities to maximise success, Eric Böss, global head of trading at Allianz Global Investors, told CMX conference attendees.

Trading 52

Trading IT Financial Market Collaboration 52

Mergers and Inquisitions

OCTOBER 30, 2024

At much larger companies, forecasting and planning become more important because there will be institutional investors who want earnings targets. Do the investors believe our numbers and metrics like ARR and ARPU ? But you could also rotate into corporate strategy , investor relations , or other areas. Potentially, yes.

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Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

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iMerge Advisors

APRIL 13, 2025

This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. But what exactly should a CIM include?

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Mergers and Inquisitions

DECEMBER 4, 2024

With teams valued at sky-high prices, deal participation is limited to institutional investors such as SWFs and PE firms (and the occasional billionaire). For more on these points, please see the public finance investment banking article and the analytical examples there.

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Investment Banking Banking Bank Investment 106

CNBC: Investing

JULY 12, 2025

How the activist may bolster value Published Sat, Jul 12 2025 8:35 AM EDT Kenneth Squire @13DMonitor WATCH LIVE In this article TRIP Follow your favorite stocks CREATE FREE ACCOUNT The Tripadvisor logo is displayed on a tablet. Stock Market Value : ~$2.36B ($18.00 If interest existed then, there is no reason it shouldn't exist now.

Media 56

Media Stock Investment Business 56

iMerge Advisors

APRIL 13, 2025

This article breaks down the key differences between asset and stock sales, with a focus on how they impact software and tech companies. Whether you're a founder preparing for an exit or an investor evaluating a target, understanding these structures is essential to optimizing deal outcomes.

Sale 40

Sale Stock M&A Negotiation 40

Mergers and Inquisitions

DECEMBER 18, 2024

That said, we will address some of these cases in this article due to the usage of the term off-cycle. You should be prepared to discuss 2 3 deals in detail, including the motivations of each side, the financial stats and valuation multiples , and your view of each one as an investor. Europe and the U.K.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Focus Investment Banking

JUNE 9, 2025

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms. With these highly sought after characteristics, it’s no wonder that private equity investors have taken note. Much has changed in recent years.

Professional Services 52

Professional Services Private Equity Equities Investors 52

Financial Times - Banking

JULY 16, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Investment Banking 99

Investment Banking Profitability Investment Bank 99

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. At mid-sized and smaller firms, though, there will be more variety. But be careful because actual early-stage startups are almost always too small to execute true M&A deals.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

Financial Times - Banking

JULY 13, 2025

The answer could change how you see the world HTSI Menu Search Home World US Companies Tech Markets Climate Opinion Lex Work & Careers Life & Arts HTSI Financial Times Subscribe Sign In Investment banking set to extend worst run in over a decade Subscribe to unlock this article Try unlimited access Only $1 for 4 weeks Then $75 per month.

Investment Banking 95

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Financial Times - Banking

JULY 16, 2025

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Bank 77

Bank Banking Media Food 77

Financial Times - Banking

JULY 18, 2025

Subscribe to unlock this article Try unlimited access Only $1 for 4 weeks Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Investment Banking 67

Investment Banking Investment Bank Banking 67

Financial Times - Banking

JUNE 5, 2025

Inside the collapse of Microsoft-backed UK tech unicorn Builder.ai Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Media 55

Media Professional Services Business Recruitment 55

Growth Business

JUNE 24, 2025

Founders and early investors typically hold them. Founders and early investors typically hold ordinary shares. Better if you’re bringing in a co-founder or early-stage investor who’s important to the business. Ordinary shares: the basics Ordinary shares are the standard, full-fat form of equity.

Shares 52

Shares Equities Business Management 52

Financial Times - Banking

JULY 16, 2025

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Media 85

Media Food Professional Services Business 85

Financial Times - Banking

JUNE 9, 2025

How AI is shaking up jobs Duolingo CEO on going AI-first: ‘I did not expect the blowback’ Apple’s struggles to update Siri lead to investor concerns over AI strategy Can Japan hold on to its ‘indispensable’ companies? Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.

Private Equity 45

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Financial Times - Banking

JUNE 17, 2025

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Trading 80

Trading Stock Media Professional Services 80

PCE

JUNE 18, 2025

If you're an owner exploring exit strategies or an investor who cares about people and performance, it’s time to consider how ESOPs fit into your vision for doing well by doing good. But there's a powerful, often-overlooked tool that blends financial returns with meaningful social impact: the Employee Stock Ownership Plan (ESOP).

Investment 52

Investment Investors Stock 52

CNBC: Investing

JULY 14, 2025

Earnings can greatly affect the behavior of investors, and thus earnings can affect the technicals of a stock, which matter to us, a lot. We want to show a couple set-ups of stocks that report earnings this week, so that investors are prepared for a range of possible outcomes coming into these events. billion, up 13.8% year-over-year.

Stock 127

Stock Trading S&P Investment 127

Financial Times - Banking

JULY 16, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Keep reading for $1 Explore more offers. Pay a year upfront and save 20%.

Media 52

Media Food Professional Services Business 52

CNBC: Investing

JULY 1, 2025

For investors, if you're going to pull the trigger early in anticipation, I like $240 as a line in the sand, just below the rising 200-day. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. Risk management Josh here — Hilton is a potential breakout, not a breakout in progress. INVESTING INVOLVES RISK.

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Stock S&P Investment Media 82

CNBC: Investing

JULY 17, 2025

As an investor, I am always looking for stories like the one we're about to tell. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. Think Salesforce, Apple, Costco, and Starbucks. For many, interacting with these companies is part of their regular routine, and it would take a lot for a competitor to pry them away.

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Stock IT Investment Management 76

Software Equity Group

JULY 2, 2025

That said, we often speak with operators who’ve already taken on a minority investor and later realize those early decisions limited their ability to exit on their terms. In this article, I review the pros of minority deals for SaaS companies, as well as their potential pitfalls.

Investment 52

Investment Investors Sale M&A 52

CNBC: Investing

JUNE 26, 2025

data via Quartr) Like MELI and BABA before it, CPNG is executing a vertically integrated model that's powering both top-line expansion and margin improvement, and investors are pricing in that growth. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. INVESTING INVOLVES RISK.

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Stock Investors Investment IT 61

CNBC: Investing

JUNE 20, 2025

And if you're lucky enough to have a shot at the 200-week, investors are hammering the buy button. Having a solid risk management plan in place prior to entry can help investors over this mental hurdle. Investors will want to give this situation the benefit of the doubt and a little bit of a longer leash. It happens.

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Stock Architecture Investment IT 110

CNBC: Investing

JULY 21, 2025

When breadth is strong — meaning a large number of individual stocks are advancing, or are above a certain moving average, or have a certain indicator/reading — it signals broad investor confidence and healthy market participation, not just gains concentrated in a few large names. INVESTING INVOLVES RISK.

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Stock Investment Investors Media 65