Lake Country Advisors

JUNE 11, 2025

When selling a business, one of the most important and often overlooked decisions you’ll make is how to structure the deal itself. Most business sales fall into one of two categories: asset sales or stock sales. The legal business entity stays with the seller: Since only assets are being sold, your LLC or corporation remains intact.

Sale 52

Sale Business Stock Broker 52

PCE

FEBRUARY 19, 2025

Understanding the role of carried interest in private equity, real estate, and hedge funds. However your fund is structured, the importance of proper valuation and allocation cannot be overstated, as an improperly done appraisal can cause you millions in unanticipated tax liabilities.

Valuation 52

Valuation Private Equity DCF Investment Manager 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Its a nuanced calculation shaped by financial performance, market dynamics, buyer appetite, and the strategic value your business offers. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

Solganick & Co.

DECEMBER 20, 2024

Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector. Cybersecurity Concerns: The increasing complexity of cybersecurity threats is leading to consolidation in the cybersecurity sector.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

The TRADE

JULY 8, 2025

Liquidnet has appointed Michael Fidance as head of CEEMEA equity markets as part of the firm’s efforts to drive growth across the region.

Equities 52

Equities Sale Trading Asset Management 52

PCE

JUNE 16, 2025

Your updated startup capitalization table can be confusing, especially with multiple classes of equity that carry distinct rights and preferences. Understanding the impact of preferred stock rights in early-stage company financing is critical when navigating a new venture capital term sheet.

Stock 52

Stock Finance Finance Capital 52

Focus Investment Banking

JULY 9, 2025

How Investment Bankers are Different than Brokers Why Dental Business Owners Choose Bankers Over Brokers When it comes time to sell, many dental practice owners are unsure whether to work with a broker or a banker. Business brokers often focus on much smaller transactions and offer an abbreviated process. Still exploring your options?

Broker 52

Broker Investment Healthcare Negotiation 52

Focus Investment Banking

JULY 17, 2025

The Perils of Customer Concentration in M&A In the first half of 2025, we had the unfortunate experience of having to withdraw from the market two separate manufacturing businesses while they were in the middle of a sale process. For the sellers, the impact was catastrophic, and not only in terms of salability and valuation.

M&A 52

M&A Manufacturing Valuation Sale 52

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. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

CNBC: Investing

JULY 14, 2025

"Accordingly, while we are bullish on the business, we see the risk/reward as balanced and we will evaluate for a new entry point or developments that change our valuation framework." The upgrade made sense at the time, given Goldman Sachs' rapidly growing business verticals. All Rights Reserved.

Stock 63

Stock Media Investment Business 63

How2Exit

JULY 7, 2025

From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. Pearson advocates modeling dis-synergies just like synergies, to get a more honest valuation picture. Integration Starts During Diligence Same people, same process.

M&A 130

M&A Valuation Acquisitions Negotiation 130

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction.

Business 52

Business Profitability Debt Negotiation 52

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 40

Valuation M&A Mergers and Acquisitions Sale 40

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. GDPR policies, SOC 2 certification)?

Securities 40

Securities M&A Valuation Risk Assessment 40

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. You may have more options in certain groups, such as Treasury.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JUNE 9, 2025

2025 P/E, which we believe is a reasonable entry point for a business that we believe can compound earnings at a 15% [compound annual growth rate] over the next two years, with the potential for upside coming from our relatively conservative revenue growth expectations (8.8% Skip Navigation Markets Pre-Markets U.S.

IPO 62

IPO Trading IT Retail 62

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Some are permissive and business-friendly; others are copyleft licenses that impose strict obligations.

M&A 40

M&A Acquisitions Valuation Sale 40

CNBC: Investing

JUNE 30, 2025

"You also have very steady retail demand and buybacks, we have been looking at $7 billion-$8 billion daily into equity markets. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. The technicals could squeeze this higher but we are on a stagflationary tilt here.

S&P 80

S&P Stock Media Investment 80

iMerge Advisors

APRIL 13, 2025

In an asset sale , the buyer purchases specific assets and assumes selected liabilities of the business. Buyer and Seller Preferences In practice, the structure often reflects the relative negotiating power of the parties: Buyers especially private equity firms often push for asset sales to minimize risk and maximize tax benefits.

Sale 40

Sale Stock M&A Negotiation 40

Sun Acquisitions

JANUARY 8, 2025

In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Businesses such as this often have recurring revenue, scalability and efficiency in spades.

Business 105

Business IT Sale Valuation 105

CNBC: Investing

JULY 13, 2025

As the second half gets underway, the firm's co-head of Americas equities research Pedro Martins Junior surveyed JPMorgan's top-ranked U.S. equity research analysts to find their "most compelling structural and tactical short ideas" for the rest of 2025. Skip Navigation Markets Pre-Markets U.S.

S&P 137

S&P Stock Valuation Media 137

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. Can you investigate their businesses, come up with potential up-sell ideas, and see what type of headcount and sales rep productivity we’d need to make this work?”

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

CNBC: Investing

JUNE 26, 2025

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. equity market give us increased confidence in the resilience of international and premium revenue which had been our primary cyclical concern for both DAL and UAL." Skip Navigation Markets Pre-Markets U.S. Better pricing ahead."

S&P 80

S&P Stock Media Investment 80

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. Skip Navigation Markets Pre-Markets U.S. Forward PE Ratio: 37.4x vs. Industry Average 0.5x

Retail 62

Retail Trading Stock Shares 62

Financial Times - Banking

JULY 13, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking 96

Investment Banking Banking Bank Investment 96

Focus Investment Banking

JANUARY 10, 2025

The focus of the collision vision in 2025 is to double down on the most important and timely topics in the collision repair business and to triple or even quadruple down on offering actionable insights for your business. And when the family business comes calling, you typically answer. It’s not good for business.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 25, 2025

She added that it has an attractive valuation, trading at approximately 10.5 "The demand for gold will likely continue [and] a proxy for that in the equity space is a miner like Barrick Mining," said Sanchez. "Another name that is diversified is Macom , their defense business is growing very rapidly."

S&P 51

S&P Media Stock Investment 51

CNBC: Investing

JUNE 23, 2025

The strategy in this unit investment trust offers a combination of domestic and international equity names, as well as real estate investment trusts. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Stock 62

Stock S&P Investment Portfolio 62

CNBC: Investing

JUNE 13, 2025

"This decision comes on the back of significant YTD outperformance that has led to a much more challenging valuation set up on both a relative and absolute basis," he said. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Valuation 46

Valuation Stock Media Investment 46

CNBC: Investing

JUNE 16, 2025

With the "old school" traditional playbook of defensive stocks like consumer staples, pharmaceuticals and telecoms is "broken," Trivariate Research has identified several ways investors can get defensive — including dividend-paying equities. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Stock 68

Stock S&P Portfolio Investment 68

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading 94

Trading S&P Stock Profitability 94

CNBC: Investing

JUNE 9, 2025

This is something CEO Gary Friedman acknowledged on the earnings conference call last quarter… "While we expect a higher-risk business environment this year due to the uncertainty caused by tariffs, market volatility, and inflation risk, we believe it's important to separate the signal from the noise. However, the weak U.S.

Retail 94

Retail Trading Stock IT 94

CNBC: Investing

JUNE 27, 2025

"Elevated macroeconomic and policy uncertainty suggests that equity volatility should remain high in H2, with multiple potential catalysts for volatility such as the July tariff deadlines," Goldman Sachs analyst Andrea Ferrario wrote in a Thursday note. Even still, current valuations reflect a full glass of optimism."

S&P 116

S&P Stock Trading Investment 116

Software Equity Group

JULY 2, 2025

SaaS CEOs and founders regularly ask us whether they should consider accepting a minority investment instead of seeking majority investment or selling their businesses outright. They provide access to capital to enable growth or liquidity without needing to sell the business outright. Above 50% is a majority investment.

Investment 52

Investment Investors Sale M&A 52

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions. How Do Banks Classify Their Infrastructure Teams?

Investment Banking 59

Investment Banking Banking Bank Investment 59

CNBC: Investing

JUNE 11, 2025

Most analysts have pointed to its Oracle Cloud Infrastructure, or OCI, business as a key asset in its portfolio. While we appreciate Oracle's long-term opportunity and recurring business model, we view the risk-reward dynamic as balanced at these levels." Skip Navigation Markets Pre-Markets U.S.

IT 99

IT S&P Stock Shares 99