How2Exit

JUNE 23, 2025

Working capital traps are real – Mismanaging receivables, payables, or inventory can silently kill your valuation. Trust beats valuation – The highest bid doesn’t always win. Even valuation itself is more nuanced than most think. Preparedness, transparency, and trust often close the deal.

Business

How2Exit

MARCH 10, 2025

The Power of Virtual Rollups – Richmond discusses his success with virtual rollups, where companies in similar industries collaborate, scale, and eventually exit together for higher valuations. The Fastest Way to Exit? One of Richmond’s key insights is the psychology of the seller.

Business

How2Exit

JULY 7, 2025

Pearson advocates modeling dis-synergies just like synergies, to get a more honest valuation picture. Relationships Can Move Valuation by 20–30% In founder-led businesses, being seen as a “good home” can shrink bid-ask spreads significantly. Integration Starts During Diligence Same people, same process.

M&A

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. To say anything about the valuation, you’d have to use sites like FinViz or BeyondSPX to look up multiples for other companies in the sector (or hope the Capstone reports cover it).

M&A

Focus Investment Banking

JULY 17, 2025

For the sellers, the impact was catastrophic, and not only in terms of salability and valuation. The effect on the valuation and/or sale, is usually significant. The transaction valuation can be substantially reduced, perhaps 20-35%. It is a risk we see often in the M&A world. Important information to be sure.

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

JUNE 9, 2025

Industry Trends Largest Transactions Closed Target Buyer Value($mm) Please Share This Tweet Share Pin It Share RELATED RESOURCE PCE Names Valuation Practice Leader Read now RELATED RESOURCE Resource Title goes here Read now PCE Investment Bankers, Inc. You can depend on us to deliver maximum results.

M&A

iMerge Advisors

APRIL 10, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. Top advisors help with positioning, financial modeling, and managing diligence not just making calls.

M&A

iMerge Advisors

APRIL 9, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. Top advisors help with positioning, financial modeling, and managing diligence not just making calls.

M&A

PCE

JUNE 16, 2025

A Guide to Liquidation Preferences, Dividends, and Conversion Rights Introduction to Preferred Stock in Early-Stage Companies You’re an early-stage company and have just received your first venture capital term sheet. What does this mean for your startup financing and ownership structure?

Stock

Sun Acquisitions

JULY 24, 2025

These conditions are creating a perfect storm of motivated buyers and premium valuations. We hope this article has given you some food for thought about your next steps. Yet only those acting decisively are actually benefiting”. The window is open. The question is: Will you go through it? Michelle Dempster did.

Manufacturing

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. But what exactly should a CIM include?

Valuation

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. There are a few explanations behind this valuation disconnect.

Media

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director.

Corporate Finance

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

Investment Banking

How2Exit

DECEMBER 2, 2024

Industry Focus : Jamie targets service-based industries, especially those with recurring revenue models, to maximize long-term business valuation. Importance of Systems : Foundational systems and processes are crucial for business growth and preparedness for mergers and acquisitions.

Business

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

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. Final Thoughts Choosing between an asset sale and a stock sale is not just a legal formality its a strategic decision that can materially impact valuation, taxes, and deal certainty.

Sale

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). That said, we will address some of these cases in this article due to the usage of the term off-cycle.

Private Equity

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

Mergers and Inquisitions

JULY 9, 2025

Ex-bankers, Big 4 / valuation professionals in related roles, and internal candidates from related teams (corporate finance, strategy, IR, etc.) a heavy focus on accounting concepts) and IB-style technical questions , especially around forecasting and valuation. Recruiting: Who Wins Strategic Finance Jobs? end up in these roles.

Corporate Finance

Mergers and Inquisitions

APRIL 16, 2025

If youve been breathing oxygen over the past few weeks, youve now seen approximately 523,861 articles about the trade war, the tariffpocalypse, and how random tweets now move trillions in market value each day. So I thought I would add one more feature so you can say youve read 523,862 articles about the topic.

Valuation

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

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

PCE

JULY 23, 2025

Business owners have long navigated the uncertainty surrounding the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA). Tax planning discussions often included the possibility that estate and gift tax exemptions would be significantly reduced.

Business

Software Equity Group

JULY 2, 2025

In this article, I review the pros of minority deals for SaaS companies, as well as their potential pitfalls. Founders may be able to raise more capital later at higher valuations, sell additional equity down the road, or buy out the minority investor depending on the deal structure. That might become a sticking point.

Investment

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. There are some famous counter-examples (e.g., real estate).

Investment Banking

TechCrunch: M&A

JUNE 30, 2025

The announcement comes about a year after Clio’s massive $900 million funding round, which nearly doubled the Vancouver, British Columbia-based company’s valuation from $1.6 billion in 2021 to $3 billion.

Mergers and Acquisitions

Focus Investment Banking

JUNE 30, 2025

Differences can include how much EBITDA is acquired (some buyers leave a retained ownership percentage with the sellers) and the multiple of EBITDA used to determine valuation. Download Full Case Study Download Full Article as PDF The post 2025 Dental Transactions Update appeared first on FOCUS.

Private Equity

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%.

Shares

JD Supra: Mergers

JULY 17, 2024

24 In this article, we delve into the intricacies of valuing individual legal entities as part of a legal entity rationalization, exploring some of the key considerations that must be considered to prepare a robust and cohesive valuation analysis that will be in line with the expectations of tax authorities. By: Ankura

Valuation

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation

TechCrunch: M&A

JUNE 20, 2025

Register Now Most Popular Rippling spy says men have been following him, and his wife is afraid Julie Bort Mira Murati’s Thinking Machines Lab closes on $2B at $10B valuation Rebecca Bellan Cluely, a startup that helps ‘cheat on everything,’ raises $15M from a16z Marina Temkin TechCrunch Mobility: Applied Intuition’s eye-popping valuation, (..)

Mergers and Acquisitions

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

Mergers and Acquisitions

PCE

FEBRUARY 2, 2025

When your court date arrives, your business valuation expert needs to do more than just show up with credentials and composure. A successful expert witness delivers a clear, credible valuation grounded in both technical accuracy and common sense. The courtroom isnt just about whos rightits about who makes sense.

Valuation

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation

How2Exit

OCTOBER 30, 2023

He discusses the challenges of the search process and the importance of understanding valuation and deal structure. rn Understanding valuation and deal structure is crucial in the search fund process. rn Understanding valuation and deal structure is crucial in the search fund process. That's right."

Capital