Focus Investment Banking

JULY 9, 2025

We outlined that process in detail in our last article. knowing the private equity group behind a DSO vs. only business development personnel at the DSO), and the ability to negotiate more effectively for our clients. This sell-side process is used over and over again in the market because it is so effective.

Broker

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. at $600K, but youll also have far more to invest.

Investment

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. isnt just a matter of plugging numbers into a formula. Here are the most influential factors: 1.

Valuation

Sun Acquisitions

JULY 24, 2025

Year after year, private equity continues to raise record amounts of money to fund transactions. 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

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. Well also explore how early preparation in these areas can materially impact valuation and deal certainty.

Securities

PCE

FEBRUARY 19, 2025

Understanding the role of carried interest in private equity, real estate, and hedge funds. Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

Valuation

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. Can we speed up the data consolidation processes? Potentially, yes.

Corporate Finance

Mergers and Inquisitions

FEBRUARY 19, 2025

People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons. With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier.

Capital

How2Exit

DECEMBER 2, 2024

With extensive experience across private equity, business turnarounds, and a creative approach to consulting for equity, Jamie has demonstrated a unique ability to transform underperforming companies into successful ventures. "If If the answer is no, then why would you spend the time and energy to acquire it?"

Business

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking: Recruiting Weve covered IB recruiting extensively on this site, including how to get an IB internship , how to break in at the MBA level , and how to get in as a lateral hire ; theres also an article about equity research recruiting. public markets roles ( hedge funds , asset management , etc.),

Investment Banking

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? How many individuals can be team owners?

Investment Banking

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. While the distinction may seem technical, it has significant implications for taxes, liability, deal complexity, and ultimately, the net proceeds to the seller.

Sale

Mergers and Inquisitions

JULY 9, 2025

Some private equity, venture capital, and startup professionals also make their way into Strategic Finance, but it depends heavily on the industry and company stage. However, you’re still unlikely to transition directly from SF into fields such as private equity , hedge funds , investment banking , or even venture capital.

Corporate Finance

Financial Times - Banking

JULY 23, 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%.

Food

Financial Times - Banking

JULY 23, 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%.

Underwriting

CNBC: Investing

AUGUST 2, 2025

The firm's team includes analysts from leading tech private equity firms, engineers and operating partners – former technology CEOs and COOs. Stock Market Value : $75.53B ($771.75 When evaluating an investment, the firm also hires specialty and general management consultants, expert cost analysts and industry specialists.

IT

Financial Times - Banking

JUNE 15, 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%.

Business

Financial Times - Banking

JUNE 9, 2025

HTSI Menu Search Home World US Companies Tech Markets Climate Opinion Lex Work & Careers Life & Arts HTSI Financial Times Subscribe Sign In Ken Moelis to step down as chief executive of Moelis Subscribe to unlock this article Try unlimited access Only $1 for 4 weeks Then $75 per month. Cancel anytime during your trial.

Private Equity

CNBC: Investing

JULY 14, 2025

BlackRock's "all in" initiatives around crypto and private equity products are a big part of the story. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. When asset values are booming and investors want in, their asset gathering activity picks up and, with it, the investment management fees.

Stock

Financial Times - Banking

JULY 23, 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%.

Profitability

JD Supra: Mergers

JULY 25, 2025

The healthcare mergers and acquisitions (M&A) landscape is evolving rapidly, driven by factors such as value-based care, private equity, digital health, and labor shortages. By: Cranfill Sumner LLP

M&A

Financial Times - Banking

JUNE 14, 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

Focus Investment Banking

JULY 7, 2025

Tomarchio consults for private equity firms and dealers seeking exponential growth or strategic exits. His four-pillar hiring approach — focused on attitude, enthusiasm, work ethic and moral compass — fosters loyalty, high standards and accountability.

Private Equity

Mergers and Inquisitions

MAY 14, 2025

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles. There are some famous counter-examples (e.g., KKR betting on always high natural gas prices). real estate).

Investment Banking

TechCrunch: M&A

JUNE 30, 2025

vLex, which was largely bootstrapped until it was purchased by private equity firm Oakley Capital in 2022, has been a highly sought-after asset, according to Jack Newton, CEO and founder of Clio. billion in 2021 to $3 billion. vLex is a valuable property because its database of legal documents can greatly improve AI models for lawyers.

Mergers and Acquisitions

Focus Investment Banking

JUNE 30, 2025

2025 Dental Transactions Update As of June 2025, our research shows approximately 130 private equity backed DSOs operating across the dental services landscape – more than in any other healthcare vertical. DSO Creation Private equity investment in dental practices began in the 1990’s when the first DSOs sought outside investors.

Private Equity

Focus Investment Banking

JULY 25, 2025

To set the stage, we talked a bit about it in the pre show call where even in my experience going from a family owned and operated business to a private equity backed business, the mindset around financial measurement and and the finance component within a business shifted in such a stark way. Cole Strandberg: Awesome. Super helpful.

M&A

Focus Investment Banking

JUNE 13, 2025

It’s funny, I just Josh just sent me an article and in within the article is this concept of e-mail marketing. These are important considerations, especially as private equity is infiltrating every part of the global economy, collision repair included, right?

Business

JD Supra: Mergers

OCTOBER 11, 2024

State legislatures across the country are beginning to consider and debate the pros and cons of passing laws aimed at regulating private equity’s role in the healthcare industry. Originally published in The Journal Record - October 10, 2024. By: McAfee & Taft

Private Equity

JD Supra: Mergers

MARCH 15, 2024

From the West Coast Healthcare Desk is an ongoing series of Holland & Knight Healthcare Blog articles and alerts focused on healthcare industry developments and points of interest in the West Coast healthcare marketplace.

Healthcare

JD Supra: Mergers

OCTOBER 17, 2023

The Court of Appeal has upheld a High Court decision regarding the interplay between potentially conflicting provisions in a company’s articles of association. The provisions in question related to the conversion of shares and variation of class rights.

Private Equity

Deal Lawyers

MAY 7, 2024

That’s why this CLS Blue Sky Blog discussing a new article on the history of private equity caught my eye. If you’ve been reading this blog for a while, you know I’ve got a soft spot for M&A history.

Private Equity

OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

Private Equity

Deal Lawyers

NOVEMBER 6, 2023

This Institutional Investor article says that’s not the case. In fact, this excerpt says that those folks are seeing double-digit increases in their pay: The median total cash compensation for all levels of private equity employees […]

Private Equity

Deal Lawyers

MARCH 18, 2024

In early March, the FTC, DOJ & HHS announced a “cross-government public inquiry into private equity and other corporations’ increasing control over health care.”

Private Equity