Beyond M&A

JUNE 19, 2025

We model revenue runways, future ARR, risk-adjusted exit valuations – tomorrow’s dream. ✅ Can the business survive if the roadmap shifts tomorrow? As an investor or advisor, I’ve learned this: The past matters, but only as a context check. Because here’s the irony: our entire industry is obsessed with the past and the future.

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M&A IT Valuation Investment 130

MergersCorp M&A International

JULY 5, 2025

The journey typically unfolds in several distinct phases: The SPAC IPO: The process begins with a group of experienced sponsors (often seasoned investors, entrepreneurs, or industry experts) forming a shell company with no existing operations. This SPAC then conducts an IPO, selling units typically priced at $10 each, to public investors.

IPO 52

IPO Mergers and Acquisitions Capital Capital Raising 52

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. What Is Considered a Middle-Market Business?

Middle Market 52

Middle Market Business Broker Sale 52

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

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

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. But behind this wave of inbound interest lies a more complex reality: unsolicited offers are rarely based on a complete understanding of your business. Private equity firms have over $2.5 Private equity firms have over $2.5

Private Equity 52

Private Equity Equities Valuation M&A 52

Sun Acquisitions

JULY 24, 2025

An unusual confluence of events has created serious strategic advantages for business sellers. Our firm, Sun Acquisitions, just closed a manufacturing transaction for a strong, family-owned business. This level of buyer interest reflects a continued appetite for successful, cash-flowing manufacturing businesses.”

Manufacturing 63

Manufacturing Business Acquisitions Economics 63

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

CNBC: Investing

JUNE 28, 2025

Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. The enterprise software firm sells agentic technology to help companies to automate their businesses.

Funds 119

Funds Stock Investment Portfolio Management 119

CNBC: Investing

JUNE 30, 2025

Investors heading into Monday's session were looking at financials as the sector outperforms. " Kevin Carter of EMQQ Global said investors should also pay attention to Baidu's developments in the autonomous driving space with its "Apollo Go" robotaxi service. Skip Navigation Markets Pre-Markets U.S.

S&P 78

S&P Stock Media Investment 78

CNBC: Investing

JULY 8, 2025

"We are upgrading PNC shares from Market Perform to Outperform, increasing our EPS estimates following recent commentary at an investor conference, and establishing a $220 price target." Loop downgrades Shake Shack to hold from buy Loop downgraded the burger chain stock mainly on valuation. " Read more.

Stock 83

Stock Shares Media Investment 83

CNBC: Investing

JUNE 9, 2025

It has a set of viral features like social trading (use of influences), copy trading (mimics successful investor portfolios), and AI-driven smart portfolios offering retail investors thematic/strategy-based trading." Skip Navigation Markets Pre-Markets U.S. ETOR enjoys several key competitive advantages.

IPO 61

IPO Trading IT Retail 61

CNBC: Investing

JULY 17, 2025

"With low near- and medium-term visibility, we find the current valuation unwarranted," he said. Investors will get a sense of what's next for Starbucks later this month, when the company reports fiscal third-quarter results. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Valuation 61

Valuation Media Stock Investment 61

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

CNBC: Investing

JULY 12, 2025

Mateusz Slodkowski | Sopa Images | Lightrocket | Getty Images Company: Tripadvisor (TRIP) Business: Tripadvisor is an online travel company. Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement.

Media 54

Media Stock Investment Business 54

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. Within a company, there are also roles such as corporate development and business development, but these also focus on external entities.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JUNE 6, 2025

" Valuations are historically depressed, Schott said, which means the sector has already priced in the worst possible outcome. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

S&P 52

S&P Stock Pharmaceutical Media 52

iMerge Advisors

APRIL 13, 2025

Whether you're a founder preparing for an exit or an investor evaluating a target, understanding these structures is essential to optimizing deal outcomes. In an asset sale , the buyer purchases specific assets and assumes selected liabilities of the business. Defining the Structures What Is an Asset Sale?

Sale 40

Sale Stock M&A Negotiation 40

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 106

Investment Banking Banking Bank Investment 106

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking 64

Investment Banking Equities Banking Bank 64

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Launch missteps: The botched release of Apple Intelligence, marked by delays and underwhelming features, alongside disappointing iPhone 16 sales has eroded investor confidence.

Trading 64

Trading S&P Valuation Investment 64

CNBC: Investing

JULY 13, 2025

Investors have been largely pushing past the threat of ongoing tariffs placed by the Trump administration on U.S. These short ideas identify companies that JPMorgan analysts believe will see a decline in share price, giving investors an opportunity to profit from those downturns. Skip Navigation Markets Pre-Markets U.S.

S&P 135

S&P Stock Valuation Media 135

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.). as most PE recruiting in other countries is off-cycle.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

CNBC: Investing

JUNE 17, 2025

Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Advertise With Us Please Contact Us Privacy Policy CA Notice Terms of Service © 2025 CNBC LLC. All Rights Reserved. A Division of NBCUniversal Data is a real-time snapshot *Data is delayed at least 15 minutes.

Retail 59

Retail Investors Investment Media 59

CNBC: Investing

JUNE 11, 2025

"Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook. 'Fireworks' Skip Navigation Markets Pre-Markets U.S.

Portfolio 66

Portfolio S&P Utilities Investment 66

Cooley M&A

JANUARY 22, 2025

As we discussed in Cooleys August 2024 Market Talks, the landscape for IPOs has continued to gain steam over the course of the year, with many companies opting for public offerings to capture investor interest.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

CNBC: Investing

JULY 24, 2025

It was at this point, when the prospect of Trump returning to the White House went from possibility to probability, that economists and investors really began to weigh in on the implications of "Trumponomics" 2.0. Valuations in several sectors are well above long-term averages relative to the market and to their own sector history.

S&P 62

S&P Investment Media Trading 62

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 17, 2025

Investors are looking for opportunities in defense. Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. Skip Navigation Markets Pre-Markets U.S. Worldwide Exchange airs at 5 a.m. ET each day.)

Investors 46

Investors Stock Portfolio Trading 46

CNBC: Investing

JULY 21, 2025

Investors are looking for opportunities in a midcap industrial name and the financial sector. Pettit said he's seeing broader opportunities in small- and midcap cyclicals due to a valuation discount. Skip Navigation Markets Pre-Markets U.S. Worldwide Exchange airs at 5 a.m. ET each day.) Idex shares are down year to date.

Stock 61

Stock S&P Media Investment 61

Financial Times - Banking

JULY 13, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking 93

Investment Banking Banking Bank Investment 93

Financial Times - Banking

JULY 18, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking 65

Investment Banking Investment Banking Bank 65

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

JULY 8, 2025

"However, we believe that the re-positioning of the company as a vertical data center provider changes the valuation structure. " Citi analyst Tyler Radke said that the stock could face near-term downside as investors potentially opt to snag Core Scientific stock at a significant markdown. All Rights Reserved.

IPO 73

IPO Stock Media Investment 73

CNBC: Investing

JUNE 13, 2025

ZS YTD mountain ZS YTD chart As a key catalyst, the analyst pointed to strong current momentum in Zscaler's new and upsell business this fiscal year. The company is now at or above all three long-term targets, though they again reiterated those targets in the most recent investor deck in May 2025," Nowinski said.

Securities 110

Securities Stock Media Investment 110

CNBC: Investing

JULY 18, 2025

With that history in mind, CNBC Pro screened Bespoke Investor Group data to find stocks that tend to top Street forecasts and then rally afterward. "We expect 2Q fundamentals to be a trough with an improving setup from here, and together with current valuation, believe CMG offers a favorable risk/reward."

Stock 66

Stock S&P Media Investment 66