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.

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. EBITDA multiples for profitable software businesses typically fall between 5x and 10x.

Valuation

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. He avoids businesses that are overly reliant on government contracts or struggling to maintain profitability.

Business

How2Exit

FEBRUARY 10, 2025

Article: Why Buying, Not Building, Might Be the Best Move in Software For years, the startup world has glorified the grind of launching a new venture, raising capital, and chasing elusive product-market fit. A way to skip the painful early stages and jump straight to scaling a profitable company? But what if there was another way?

Business

How2Exit

DECEMBER 2, 2024

His hands-on experience in acquiring and rolling up businesses into profitable entities reflects his commitment and expertise in driving shareholder value. Jamie leverages his skills through Monopoly Capital to assist small to medium-sized enterprises (SMEs) in enhancing their operations and preparing for acquisitions or successful exits. "If

Business

iMerge Advisors

APRIL 13, 2025

This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. For guidance, see our article on Website Valuation and Discretionary Earnings. But what exactly should a CIM include? And how do you strike the right balance between transparency and positioning?

Valuation

Mergers and Inquisitions

OCTOBER 30, 2024

The high-level differences are: FP&A: Create revenue and expense targets for different departments, assess how close each department is to reaching its goals, create 5-year plans and forecasts, and tell the Chief Financial Officer (CFO) how the company’s Profit & Loss (P&L) Statement is trending. Potentially, yes.

Corporate Finance

PCE

FEBRUARY 19, 2025

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

Valuation

Financial Times - Banking

JULY 16, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Pay a year upfront and save 20%.

Investment Banking

Financial Times - Banking

JULY 29, 2025

Explore our recommended subscriptions Explore more offers. Trial $1 for 4 weeks Then $75 per month. Pay a year upfront and save 20%.

Investment Banking

Financial Times - Banking

JULY 29, 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%.

Boutique

Focus Investment Banking

JUNE 9, 2025

Together, these trends have resulted in the emergence of professional services firms with sticky client relationships, repeating (if not recurring) revenue streams, and attractive profit margins. With these highly sought after characteristics, it’s no wonder that private equity investors have taken note.

Professional Services

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

How2Exit

JULY 1, 2025

Article: Trust Is the True Due Diligence: Why David Miller’s M&A Framework Is Built on People, Not Just Profit There’s a quote tucked inside this episode that should be framed on every buyer’s wall: “Method and magic equals alchemy. It’s trust breakdowns, poor communication, and mismanaged change.

M&A

Financial Times - Banking

JULY 29, 2025

Complete digital access to quality FT journalism on any device. Pay a year upfront and save 20%.

Investment Banking

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability

Street of Walls

DECEMBER 18, 2012

A November 16 CNBC.com article has an ominous title: “Banks Seen Shrinking for Good as Layoffs Near 160,000.” Many articles forget to mention this side of the story: It is not a straight loss situation. But embedded in its dismal paragraphs is a slightly happier number: 83,500.

Profitability