Francine Way

JULY 20, 2017

Thus far, we have covered four popular valuation methods in M&A (DCF, Comparable Company, Precedent Transaction, and LBO) and one less known one that is making its way out of the academic realm into the business world (Dividend Discount Method, DDM). The 2nd valuation method for today is the Liquidation Value method.

Valuation 130

Valuation M&A Business DCF 130

How2Exit

OCTOBER 30, 2023

rn Visit [link] rn _ rn About The Guest(s): Jeffery Oboy is the founder of Paratus Capital, a search fund focused on acquiring and operating small to medium-sized businesses. rn Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire.

Capital 130

Capital Business Acquisitions Shares 130

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes. as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

How2Exit

MARCH 15, 2023

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

Broker 130

Broker Business Book-building IT 130

Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

Broker 52

Broker Insurance Private Equity Book-building 52

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Financial Due Diligence: Valuation helps in conducting comprehensive financial due diligence.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sun Acquisitions

MAY 15, 2023

Here is a beginner’s guide to understanding valuation for family businesses. Identify Your Valuation Goal: Before getting started, you must identify the overall objective you are trying to achieve with this process. Doing research ahead of time will help determine which valuation methods are best suited for your needs.

Valuation 52

Valuation Business M&A Debt 52

Sun Acquisitions

OCTOBER 4, 2024

Among the most critical factors to consider is the capital gains tax rate. An increase in capital gains taxes can directly and profoundly impact the valuation of M&A transactions. Understanding Capital Gains Taxes Capital gains taxes are levied on the profit realized from the sale of an asset held for more than one year.

Mergers and Acquisitions 59

Mergers and Acquisitions Capital Mergers Acquisitions 59

How2Exit

APRIL 24, 2023

Through his experience, Eric has learned the mechanics of buying and selling businesses, especially in the venture capital space. Buying and selling businesses online can be a great way to increase capital and expand a business. ExitGuide.com provides a solution for the 90% of the market that is not going to go to a business broker.

M&A 130

M&A Business Broker Sale 130

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? and (4) support long-term business strategy.

M&A 130

M&A Acquisitions Consulting Capital 130

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. This is why it is important to work with a broker or financial advisor who can help you understand the true value of your business and set realistic expectations. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

How2Exit

DECEMBER 11, 2023

rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Viking Mergers & Acquisitions

APRIL 24, 2023

The First Thing to Do Before Trying to Sell The first task for every owner is to establish a baseline valuation. The valuation will not only show an owner if the value is where they need or want it yet but also shed light on opportunities for improvement and possible threats to a successful sale. We’re here to help.

Business 97

Business Valuation Mergers and Acquisitions Sale 97

Sun Acquisitions

MARCH 8, 2022

The business was acquired by Bell Valley Capital to use as a platform landscaping company for future growth. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement.

Profitability 98

Profitability Sale Business Acquisitions 98

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies. CSI is a leader in the sourcing and distribution of engineered component parts and assemblies serving OEM’s and is based in Charlotte, NC.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Lake Country Advisors

JANUARY 8, 2024

Whether you’re considering a sale, seeking funding, or making strategic business decisions, an accurate valuation is key. With the expertise of Mergers & Acquisitions Adviors / business brokers like Lake Country Advisors, you can navigate this complex process effectively. grasp its significance in small business ownership.

Business 52

Business Valuation Mergers and Acquisitions Negotiation 52

The TRADE

DECEMBER 28, 2023

Monetary policy remains a crucial factor influencing Bitcoin’s valuation. The growing recognition of this fact among investors could further influence Bitcoin’s adoption and valuation in the coming year. This supply cut has historically supported price increases.

Trading 121

Trading Investors Valuation Broker 121

Sun Acquisitions

JUNE 15, 2022

Business valuation, according to the Corporate Finance Institute , is the “process of determining the present value of a company or an asset.”. Your business’ capital structure makeup. Why Is Business Valuation Needed Prior to Selling? Valuations are conducted on liabilities as well as company assets. Future earnings.

Business 52

Business Valuation Mergers and Acquisitions M&A 52

Sun Acquisitions

DECEMBER 16, 2022

1. Engage a Business Broker. Wise sellers hire a business broker to facilitate the transaction. An experienced broker will. With a seasoned broker in your corner, you’ll avoid some of the common rookie selling mistakes. 3. Get a Business Valuation. That’s why having an experienced broker is so invaluable.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Debt 52

Lake Country Advisors

SEPTEMBER 23, 2024

Deciding when to sell your business is not just about achieving financial gains but also about capitalizing on strategic opportunities that arise at the optimal moment. Engaging with local business brokers can also provide tailored insights into how these economic climates are specifically impacting your local market.

Business 52

Business Sale Economics Profitability 52

Lake Country Advisors

DECEMBER 5, 2024

Selling a construction business is pivotal for owners seeking to capitalize on years of hard work. Whether planning for retirement, pursuing new ventures, or aiming to maximize your company’s value, understanding the intricacies of valuation and the selling process is essential. What Is the Net Worth of a Construction Company?

Business 52

Business Valuation Negotiation Profitability 52

The TRADE

MAY 20, 2024

Sohoni joined Citi 19 years ago and during her tenure she has overseen several business areas including credit financing, asset-backed securities, clean energy, global infrastructure, residential, Citi Community Capital, municipal, and Citi’s Asset Finance Group. Faenson joined Citi in 2005 as a credit valuation adjustment (CVA) trader.

Finance 52

Finance Finance Trading Broker 52

PCO M&A Specialists

DECEMBER 15, 2021

As I write this article, I’m watching shares of Terminix in real time at $43.86, significantly below the $55 valuation but up $6.44 An acquisition of this size takes up human capital and financial resources that could distract them from M&A activities. Where do valuations go from here? times revenue valuation (19.6

Valuation 52

Valuation M&A Private Equity Broker 52

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52

Sun Acquisitions

MAY 2, 2024

Under new ownership, the business has capitalized on the affluent demographic of its target market, reinforcing its commitment to excellence through streamlined services such as flexible delivery options and personalized customer experiences.

Acquisitions 59

Acquisitions Mergers and Acquisitions Middle Market M&A 59

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Sun Acquisitions

AUGUST 5, 2024

Technology enables more efficient due diligence, valuation, and integration, helping companies identify opportunities and mitigate risks more effectively. Investors are also placing greater emphasis on ESG performance as a critical determinant of company valuations and investment decisions.

M&A 59

M&A Mergers and Acquisitions IPO Valuation 59

Sun Acquisitions

MAY 17, 2024

Tariff wars, trade agreements, and geopolitical tensions can disrupt supply chains and alter market dynamics, directly impacting the valuation and attractiveness of businesses. Currency Fluctuations and Valuation Challenges: Currency fluctuations can pose substantial challenges during M&A transactions.

Mergers and Acquisitions 59

Mergers and Acquisitions Economics Sale Business 59

The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

Trading 59

Trading Equities Asset Management Initial Public Offering 59

Sica Fletcher

JUNE 2, 2020

First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA. Furthermore, as we have reported in previous blogs, these agencies already had their equity and debt capital lined up before the full force of the pandemic hit. There are two principal reasons.

Insurance 52

Insurance Broker Private Equity M&A 52

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. Lack of financial resources to grow: Lack of capital to properly market, R&D, and/or acquire may drive shareholders elsewhere.

M&A 130

M&A Acquisitions Sale Investment 130

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Sun Acquisitions

FEBRUARY 12, 2024

Valuation Mastery: Understanding diverse valuation methodologies is crucial. Financing Strategy: Buyers face many financing options – from conventional bank loans to seller financing and venture capital. Financial literacy aids buyers in selecting the most suitable option tailored to their needs and circumstances.

Education 59

Education Finance Finance Acquisitions 59

Lake Country Advisors

AUGUST 6, 2024

Engaging Professional Valuation Services A professional valuation is critical when you want to sell a manufacturing business. Engaging a third-party valuation service provides a credible assessment of your business’s worth as it helps set a realistic asking price and builds confidence in potential buyers.

Manufacturing 52

Manufacturing Business Valuation Sale 52