Francine Way

JULY 17, 2017

Thus far, we have discussed three common valuation methods that most strategic and financial acquirers use when valuing a company for acquisitions or investments. This current post about Leveraged Buy Out (LBO) is about a valuation method used by a very specific type of financial acquirer: private equity (PE) firms.

Valuation 130

Valuation M&A Debt Book-building 130

Global Newswire by Notified: M&A

JUNE 13, 2025

June 13, 2025 (GLOBE NEWSWIRE) -- 180 Degree Capital Corp. NASDAQ:TURN) (“180 Degree Capital”) today noted the filing of an amended preliminary joint proxy statement/prospectus on Schedule 14A with the Securities and Exchange Commission (“SEC”) on Thursday, June 12, 2025, regarding its proposed merger with Mount Logan Capital Inc.

Capital 40

Capital Business Valuation Corporation 40

TechCrunch: M&A

JUNE 27, 2023

billion valuation during the heady fundraising days of late 2021 (and $100 million earlier in 2021), today announced that it has acquired identity verification service Berbix for $70 million in cash and stock transactions. Socure , the identity verification service that raised a massive $450 million Series E round at a $4.5

Valuation 206

Valuation Acquisitions Engineering Healthcare 206

CNBC: Investing

JUNE 9, 2025

expected) and a 44% stock drop underscore tariff sensitivity, with Q1 2025 guidance cut 20% due to cost pressures. billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Retail 101

Retail Trading Stock IT 101

Growth Business

JULY 19, 2023

By Chris Lascelles on Growth Business - Your gateway to entrepreneurial success It’s a great time to raise venture capital – or is it? And while the early-stage investment market continues apace, the effects we’ve seen in the public markets threaten to spill into the venture capital ecosystem. Things today are looking a bit different.

Capital 98

Capital Valuation Funds Business 98

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. However, company valuation isn’t as simple as slapping a price on your business. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

FEBRUARY 21, 2023

Ron An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that allows employees to become owners of the company. It does this by allowing a portion of their salary or wages to be paid out in company stock, which is held in trust for the benefit of the employees. Concept 2: Employees don't pay for ESOPs.

M&A 130

M&A Stock Business Equities 130

How2Exit

MARCH 5, 2023

8 We learned by interviewing Labruta Capital who Has a Unique Way To Avoid Bankruptcy E2 - Watch here The How to Exit podcast recently interviewed two industry leaders, Brooker Kraft and Ali Taraftar, who have created a company that is addressing a unique market opportunity. Additionally, it is important to diversify your investments.

Business 130

Business Capital Negotiation Debt 130

TechCrunch: M&A

JULY 27, 2023

Upgrade, a provider of personal credit lines and other consumer financial products, today announced that it’s agreed to acquire Uplift, the buy now, pay later (BNPL) vendor, for $100 million in cash and stock. And those rosy prospects attracted major backers like Madrone Capital Partners, DNX Ventures and Ridge Ventures.

Finance 245

Finance Finance IPO Debt 245

CNBC: Investing

JUNE 11, 2025

However, the highest price target on the Street suggests the stock could rise 13% from Tuesday's close of $177.48. While they stood by their current ratings of Oracle stock, several boosted their price targets on shares heading into the print. Price targets at both BMO Capital Markets and Deutsche Bank are also at $200.

IT 104

IT S&P Stock Media 104

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. It is no secret that 2022 was a rough year for the stock market. We review and update the companies within the SEG SaaS Index quarterly.

Valuation 52

Valuation Stock M&A Profitability 52

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. What Is a Stock Sale? Key Differences: Asset Sale vs. Stock Sale 1.

Sale 40

Sale Stock M&A Negotiation 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. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Global Newswire by Notified: M&A

DECEMBER 15, 2023

(“Buyer” or “Parent”), pursuant to which Parent will acquire all of the outstanding shares of Common Stock of the Company (the “Common Stock”), for $9.80 The Preferred Stock of the Company held by Luminus Management LLC and funds and accounts managed by Oaktree Capital Management, L.P.,

Corporation 89

Corporation Acquisitions Mergers Stock 89

Sun Acquisitions

JANUARY 8, 2025

By selling your IT orMSPbusiness now, its possible to take advantage of these broader macro trends which in turn can significantly enhance your valuation. Step Two: Find Your Valuation Heres the reality: Valuation isnt an exact science. Lets look at some of the factors that influence valuation.

Business 105

Business IT Sale Valuation 105

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

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

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. The main argument in favor of the DDM is that it best represents what happens in real life when you buy a stock. But outside of those, its status is murkier.

Valuation 64

Valuation DCF Debt Financial Models 64

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

SEPTEMBER 20, 2023

Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk. Categories of Venture Capital Interview Questions I would split VC interview questions into 6 main categories. Venture Capital Interview Questions: Fit / Background Q: Walk me through your resume.

Capital 59

Capital Valuation Investment Portfolio 59

Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] This post highlights key guidance from the Notice as it relates to common M&A and capital market transactions.

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Wall Street Mojo

JANUARY 15, 2024

It is based on the accounting equation that states that the sum of the total liabilities and the owner's capital equals the total assets of the company. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Wall Street Mojo

JANUARY 17, 2024

The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt.

Securities 98

Securities Investors Shares Financial Models 98

CNBC: Investing

JUNE 13, 2025

The bank upgraded shares of the cloud security stock to an overweight rating from equal weight. Nowinski's new forecast is approximately 28% above where the stock closed on Thursday afternoon. The stock rose 0.5% Global Business and Financial News, Stock Quotes, and Market Data and Analysis. All Rights Reserved. 

Securities 52

Securities Stock Media Investment 52

Growth Business

JUNE 29, 2023

‘Remember that raising equity finance is a marathon not a sprint’ Equity finance sources There are myriad investment sources ranging from business angel networks , seed funds, incubators , family offices , regional funds, corporate venturing funds, international investors (individuals and companies) and enterprise capital funds (ECFs).

Finance 110

Finance Finance Equities Business 110

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” private equity or venture capital ). These answers are bad not just because they’re generic but also because: They don’t reflect the context of the interview.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Growth Business

NOVEMBER 23, 2023

Two-thirds of the UK’s fintech start-ups are in in the city, and in 2020, the capital attracted 94 per cent of the country’s total fintech venture capital. Beringea Beringea is a transatlantic venture capital firm with more than $800m under management across its funds in the UK and the US.

Investment 111

Investment Funds Capital Investors 111

iMerge Advisors

APRIL 15, 2025

But when it comes time to sell your company or raise capital, what once felt like a technical shortcut can become a legal and financial landmine. See: Asset versus Stock Sale ) Reps and Warranties: Expect detailed reps around OSS usage, license compliance, and IP ownership. (See: Breaches can trigger indemnification or escrow claims.

M&A 40

M&A Acquisitions Valuation Sale 40

Mergers and Inquisitions

JUNE 11, 2025

Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. To say anything about the valuation, you’d have to use sites like FinViz or BeyondSPX to look up multiples for other companies in the sector (or hope the Capstone reports cover it). How much Cash, Stock, and Debt were used, and why?

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. The projections should be optimistic yet achievable.

Capital Raising 40

Capital Raising Capital Debt Finance 40

The Harvard Law School Forum

MAY 3, 2023

This multidimensional and turbulent landscape not only presents threats and opportunities which companies must navigate, but also adds complexity to dealmaking itself, which often is more art than science.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

How2Exit

MARCH 24, 2024

b' E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon - Watch Here rn rn About the Guest(s): rn Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity. rn rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

OfficeHours

JANUARY 26, 2024

That hadn’t previously been the case since 2009 and highlights how falling valuations and tighter credit markets have forced firms to keep assets for longer than typical five-year investment cycles. Private equity players have to face reality at some point,” said Per Franzen, head of private capital for Europe and North America at EQT AB.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., stock-for-stock, cash, or a combination of both).

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. Venture lending is usually offered in two forms: "growth capital" and equipment financing.

Debt 40

Debt Capital Raising Capital Equities 40