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

Mergers and Inquisitions

JULY 12, 2023

but the venture capital case study remains a bit mysterious. We’ll go through a short example for a fictional startup called PitchBookGPT , which comes directly from our new Venture Capital & Growth Equity Modeling course. If not, what about something like 10 – 20x, for a $200 – $400 million valuation?”

Capital 52

Capital Valuation Boutique Bank 52

Sun Acquisitions

APRIL 7, 2022

CSI is a leader in the sourcing and distribution of engineered component parts and assemblies serving OEM’s and is based in Charlotte, NC. 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.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

How2Exit

FEBRUARY 27, 2023

Flippa, has now integrated AI into their matchmaking, the first-ever AI-powered recommendation engine for the M&A industry. The engine will also improve the user experience by offering an easy-to-use interface and seamless search capabilities. Concept 6: Access to capital is difficult.

Profitability 130

Profitability Business Investors Investment 130

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. public cloud computing adoption, data analytics, cybersecurity).

M&A 52

M&A Middle Market Valuation Capital 52

Midaxo

APRIL 25, 2023

Prompt engineering” — figuring out how to ask questions that elicit the desired response — is a crucial skill. How to outline the process for negotiating deal terms and determining valuation? This analysis will help you set objectives that address your company’s needs and capitalize on its strengths.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” And the impact on the banking industry , venture capital, and startups. But the U.S.

Banking 123

Banking Bank Funds Government 123

iMerge Advisors

APRIL 16, 2025

For software founders and CEOs, intellectual property (IP) is often the crown jewel of the business the engine behind recurring revenue, competitive advantage, and ultimately, enterprise value. Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow.

Valuation 40

Valuation M&A Engineering Negotiation 40

Wizenius

MAY 19, 2023

The Golden Triangle: Growth = ROC * RR Ashwath Damodaran's Golden Triangle encapsulates the fundamental relationship between growth, return on capital (ROC), and the retention ratio (RR). Growth: The Engine of Progress Growth is the lifeblood of any company, driving its expansion and prosperity.

Investment Banking 52

Investment Banking Financial Modeling Financial Models Investment 52

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. For more complex transactions, especially those involving significant capital, external audit and legal firms might be enlisted.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Growth Business

JUNE 7, 2023

In fact, according to recent research conducted by PwC, the UK now ranks third globally in venture capital invested in fintech, behind China and the US. And it’s fair to say that for a while some private market valuations became inflated, with predictable consequences for some. Starling, though, is different. See more details here.

Funds 98

Funds Bank Banking Investment 98

Growth Business

JUNE 2, 2023

Valler cites the VC’s ability to be proactive with its capital and technological background as the main factor why those high-growth companies have partnered with them. We’re more careful about valuations, we’re looking for opportunities. If you look at venture capital, it’s a market of inflection points.

Funds 59

Funds Investment Capital Engineering 59

Focus Investment Banking

SEPTEMBER 19, 2024

With the Fed committed to lowering rates, even nominally, in September, we anticipate the number of transactions to increase in H2 2024 amid lower cost of capital and rising investor confidence. With an estimated CAGR of 9% in this segment, we anticipate continued M&A activity with premium valuations for space companies.

M&A 52

M&A Engineering Manufacturing Middle Market 52

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. then reverse engineer that." then reverse engineer that." rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

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

Mergers and Inquisitions

DECEMBER 20, 2023

Think: Engineering, math, statistics, or something with elements of all these, such as “management science” or “operations research.” Internships at local venture capital or private equity firms. Big 4 or independent valuation firm internships. Avoid options like sociology, art history, gender studies, etc., Wealth management.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JULY 31, 2024

Growth” was less of a goal than financial engineering and multiple expansion via cost cuts to improve metrics like Return on Invested Capital (ROIC). There are some growth opportunities , but as shown in the charts above, traditional buyouts represent far more deal volume than growth equity or venture capital.

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

MAY 17, 2023

Technology Private Equity Definition: A tech private equity firm raises capital from outside investors (Limited Partners), acquires minority or majority stakes in software, internet, hardware, and IT services companies, and grows and sell these stakes within 3 – 7 years to realize a return on their investment.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Mergers and Inquisitions

APRIL 19, 2023

For example, Capital IQ splits up the sector by metal type (aluminum, diversified, copper, gold, precious metals, silver, and steel). But it’s not necessarily required, and plenty of undergrads join these groups via internships without detailed knowledge of the engineering side. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Focus Investment Banking

NOVEMBER 27, 2023

Whether due to new technologies supplanting the old, overhyped valuations crashing to earth, errors in judgement, or lack of business acumen, the tech world is rife with the rise and fall of companies and careers. The information that is manipulated by those engines, and therefore the output that is presented to humans, might not be current.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

The TRADE

OCTOBER 25, 2023

The provider has continued to expand through partnerships and launches, with Magma Capital Funds; Aquis Exchange; SIX Group; Jefferies; Berenberg; FactSet; Bank of England; Financial Conduct Authority; NYU’s Quant Team; and Kepler Cheuvreux as the latest additions to its client roster.

Trading 59

Trading Investment Business Valuation 59

Wall Street Mojo

JANUARY 15, 2024

read more that created cheap credit market infused liquidity, and freed up capital for lenders but ultimately collapsed because of a lack of comprehensive understanding of the systemic risk Systemic Risk Systemic risk is the probability or unquantified risk of an event that could trigger the downfall of an entire industry or an economy.

Debt 52

Debt Bank Banking Investors 52

Solganick & Co.

SEPTEMBER 2, 2024

billion acquisition of Ansys , a leading provider of engineering simulation software. March 2024: Clearlake Capital Group and Insight Partners complete the Acquisition of data analytics software firm Alteryx for $4.4B (announced December 2023). April 2024: PE firm Advent International completed a $6.3 billion buyout of Nuvei.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

iMerge Advisors

APRIL 30, 2025

Drawing on research from elite MBA programs, insights from SaaS leaders like Jason Lemkin and David Skok, and data from McKinsey, SaaS Capital, and PitchBook, this article unpacks the most critical trends shaping your growth trajectory.

M&A 40

M&A Finance Finance Book-building 40

Lake Country Advisors

JUNE 24, 2024

Consider various financing options, such as lines of credit, business loans, or venture capital, depending on your business needs. Start optimizing your website for search engines (SEO) to improve your online presence and attract organic traffic.

Business 52

Business Sale Mergers and Acquisitions Management 52

Software Equity Group

MAY 23, 2023

The adjusted number gives potential investors or buyers a normalized metric by which to make more standard valuations across multiple companies. Higher EBITDA margins are always a positive in the buyer’s eyes, but they will look at this number in conjunction with growth to better understand the company’s capital efficiency.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

Cooley M&A

FEBRUARY 7, 2023

Show me the cash With the slowdown in capital markets, increased interest rates and the end of “easy money” from traditional lenders, the need for access to cash and financing drove M&A deals in 2022.

M&A 59

M&A Mergers and Acquisitions Mergers Finance 59

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Software Equity Group

JUNE 20, 2023

How SaaS Companies Can Capitalize on Influencer Marketing Successful influencer marketing rests on the fact that people are likely to listen to their peers, people they can relate to and respect. Most CEOs understand that marketing is important, but they usually don’t have a background in it and don’t know where to start.

Collaboration 52

Collaboration Business M&A IT 52

Focus Investment Banking

SEPTEMBER 10, 2023

Common examples prevalent in the personal and business environments include search engines, autofill and autocorrect functions in word processing, digital assistants like Alexa, and facial and speech recognition. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments.

Business 52

Business Mergers and Acquisitions Management IT 52

Software Equity Group

MARCH 7, 2024

Jacquelyn Kung, Co-Founder & CEO Activated Insights & ClearCare Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. ” The second is, “Healthcare is an area where your work both gives back to the world and makes money.”

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Jacquelyn Kung, Co-Founder & CEO Activated Insights & ClearCare Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. ” The second is, “Healthcare is an area where your work both gives back to the world and makes money.”

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Jacquelyn Kung, Former CEO Activated Insights Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. She built a rapidly growing company in a capital-efficient manner and in an era when it was common for startups to burn through cash rapidly.”

Management 52

Management Collaboration IT Business 52

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. in a field like biology or biomechanical engineering, you could be a strong candidate for biotech equity research groups.

Investment Banking 64

Investment Banking Equities Banking Bank 64

iMerge Advisors

APRIL 30, 2025

Drawing from elite MBA frameworks (Harvard, Wharton, Stanford), insights from SaaS leaders, and data from sources like McKinsey and SaaS Capital, this article outlines the most actionable, evidence-based KPIs to monitor innovation and its downstream impact on valuation, customer retention, and competitive edge. If it doesnt, its noise.

M&A 40

M&A Valuation Debt Engineering 40

How2Exit

MARCH 20, 2023

In the world of venture capital, stories can be even more important than technology. WeWork is a great example of how a good story works in the venture capital space. Even though her story ended up being false, it still illustrates how important a story can be in the venture capital world.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130