Mergers and Inquisitions

MAY 24, 2023

Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Wizenius

AUGUST 16, 2023

This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas. 6) Investor Relations: Sustaining a steady stream of capital for future investments is crucial for PE firms. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. LEARN MORE: Understanding the SaaS Financial Model: Key Concepts and Methods Common COGS expense line items for software companies include: Hosting expenses to deliver the actual software. This includes their salaries.

Profitability 95

Profitability Professional Services Business IT 95

Peak Frameworks

SEPTEMBER 12, 2023

Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. At its core, a retainer fee is a financial agreement that ensures mutual commitment between professionals and their clients. This type is common in sectors like biotechnology where specialized financial advice is necessary.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

MARCH 13, 2024

There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor. Growth equity offered a compromise: Modeling and deal work, networking, and shorter hours than most PE roles. Many hedge funds also joined the party.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

NOVEMBER 1, 2023

Healthcare Private Equity Definition : A healthcare private equity firm raises capital from outside investors (Limited Partners), acquires companies in the healthcare services, devices, and healthcare IT segments, and aims to grow these firms and sell their stakes within 3 – 7 years to realize a return on their investments.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Devensoft

AUGUST 22, 2023

Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? In this guide, we’ll demystify the process of leveraging the Enterprise Value Calculator, a robust tool that considers intricate financial factors to accurately gauge a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

iMerge Advisors

APRIL 30, 2025

As explored in Valuation Multiples for Software Companies , these metrics directly influence deal pricing and investor appetite. From innovation KPIs to cultural fit and financial modeling, each layer of analysis helps de-risk the deal and maximize upside. Contact iMerge for a tailored consultation.

Acquisitions 40

Acquisitions Valuation M&A Capital 40

Mergers and Inquisitions

JULY 19, 2023

Why would investors pay high fees for what is effectively a mutual fund?” Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. For example, some consultants get into AM via MBA programs, and some firms like to make “industry hires” in areas like healthcare (e.g.,

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

JULY 26, 2023

You can think of a search fund as a private equity firm meets a SPAC , minus the celebrity sponsor who’s there to swindle retail investors. Like a PE firm, a search fund raises capital from outside investors and aims to multiply that capital by investing it – but like a SPAC, it makes only one acquisition.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Beyond M&A

FEBRUARY 18, 2025

Recently, I discussed this with an investor, and as luck would have it, I had a direct example to draw from. Not the worst I’ve seen which was 198 competing epics which was really down to poor record keeping and project management) This was an easy one for a consultant (or Gordon Ramsay): simplify the menu.

Engineering 130

Engineering M&A IT Financial Modeling 130

Mergers and Inquisitions

MAY 28, 2025

a venture capital or consulting background), you dont have a realistic chance at these roles. The Yield to Call (YTC) measures the annualized return an investor receives if they buy the bond at its current market price and hold it until the company calls it by repaying the bond early, often with a penalty fee attached. Term Loan A/B?

Capital Market 59

Capital Market Capital Corporation Banking 59