Focus Investment Banking

MAY 29, 2025

This personal connection, combined with broader market forces like the “silver tsunami” the retirement-driven sale of millions of baby boomer-owned businesses sparked ReNews strategy. Remove personal expenses from business operations, or at least clearly separate them to facilitate buyer diligence.

Manufacturing

MergersCorp M&A International

JUNE 5, 2025

For businesses contemplating strategic transactions, tariffs introduce a complex web of financial, operational, and legal considerations that can fundamentally alter deal viability, valuation, and post-merger integration. Understanding these consequences is paramount for navigating the contemporary M&A environment.

Mergers and Acquisitions

Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment

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

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

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

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

PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits. 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

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

CNBC: Investing

JUNE 28, 2025

"We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. We expect this to translate to scaling profitability growth and free cash flow generation." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Shares are up 16% in 2025.

Stock

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

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

Stock

CNBC: Investing

JULY 10, 2025

He's optimistic on the company's broadening customer base, product leadership and rapid new releases as well as its attractive valuation that he thinks can drive stock outperformance in the medium term. He called the company a high-quality compounding business with multiple growth drivers. Year to date, shares are up 7%.

Stock

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

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. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation. Skip Navigation Markets Pre-Markets U.S.

Trading

CNBC: Investing

JULY 30, 2025

Fundamentals MU trades at a compelling valuation relative to industry peers, supported by exceptional growth prospects and strong profitability metrics, enhancing its attractiveness. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. Forward PE ratio: 9.2x

S&P

CNBC: Investing

JUNE 16, 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

How2Exit

DECEMBER 2, 2024

With extensive experience across private equity, business turnarounds, and a creative approach to consulting for equity, Jamie has demonstrated a unique ability to transform underperforming companies into successful ventures.

Business

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

CNBC: Investing

JULY 13, 2025

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. "Reduced EV subsidies threaten already marginal profitability (EBIT margin below GM & Ford). Skip Navigation Markets Pre-Markets U.S. All Rights Reserved.

S&P

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

Financial Times - Banking

JULY 29, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking

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

CNBC: Investing

JULY 14, 2025

Meanwhile, nCino's management is also confident it can achieve the so-called "Rule of 40," or have a combined revenue growth rate and profit margin that exceeds 40%. inflect growth rates closer to pre-reset levels) are able to fully recapture valuation (at pre-reset level)." Skip Navigation Markets Pre-Markets U.S.

Stock

Mergers and Inquisitions

APRIL 16, 2025

This is a follow-up to my 2024 Election article , where I predicted that the Trump administration would be much less business friendly than hyperventilating influencers had forecast. Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. and the logic is baffling.

Valuation

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. And when the family business comes calling, you typically answer. It’s not good for business. You’re going to create a reputation for excellence in that niche.

Private Equity

Focus Investment Banking

JULY 30, 2025

Value of Preparation: The 3 Things Every Shop Owner Should Know Before a Buyer Ever Calls If you own a CNC or precision machining business, you may already be fielding inbound interest from buyers or investors. Value Insight: A company with an experienced team and minimal owner dependence can add 1–2 turns of EBITDA to valuation.

Manufacturing

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. "[W]e'd like to see more customer diversification and progress on profitability." Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

IPO

CNBC: Investing

JUNE 19, 2025

Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). in either direction and likely still see profits without risking substantial losses in the event the stock is little changed post-earnings. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

S&P

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

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

CNBC: Investing

JUNE 16, 2025

The screen does not include valuation since stocks that experience multiple contraction before corrections perform the worst during the corrections, he said. In May, Eli Lilly reported an earnings and revenue beat for its first quarter, but it lowered its full-year profit guidance because of charges related to a cancer treatment deal.

Stock

CNBC: Investing

JUNE 27, 2025

While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

Shares

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Trading

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. We think the market is over extrapolating the amount of profitability and growth in the GLP-1 drugs, which Eli Lilly, of course, is, you know, the the poster child for today." Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JUNE 9, 2025

CrowdStrike reported Tuesday where revenue inline with estimates and a better-than-expected profit, but guidance that was below expectations. But Bernstein downgraded CrowdStrike on Friday to market perform from outperform, citing valuation concerns. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Trading

Lake Country Advisors

JULY 31, 2025

When you hear the phrase exit planning, it probably doesn’t spark immediate excitement, especially if you’re still in the thick of running your business day to day. However, if you’ve ever considered retiring, passing your company down, or selling your business one day, having an exit plan isn’t just helpful; it’s essential.

Business