Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

Middle Market 52

Middle Market Business Broker Sale 52

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. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

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. Sellers particularly founders of C-corporations prefer stock sales to avoid double taxation and simplify the transaction. Defining the Structures What Is an Asset Sale?

Sale 40

Sale Stock M&A Negotiation 40

Lake Country Advisors

JUNE 11, 2025

The legal business entity stays with the seller: Since only assets are being sold, your LLC or corporation remains intact. If the buyer is an institutional investor or private equity firm: These groups often have a set framework for how they buy businesses. Sellers often wind down the entity later or use it for other ventures.

Sale 52

Sale Business Stock Broker 52

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. Deals could be done on a corporate level (i.e., Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking 106

Investment Banking Bank Banking 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 Bank Banking 64

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. If youre in the U.S.,

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

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' One area the bank likes is investment-grade corporate bonds.

Portfolio 71

Portfolio S&P Utilities Investment 71

CNBC: Investing

JULY 21, 2025

Here's what the firm likes Published Mon, Jul 21 2025 3:19 PM EDT Michelle Fox @MFoxCNBC WATCH LIVE Bond investors still have one of the most attractive entry points in decades to generate portfolio income, according to Vanguard. The Vanguard Total Corporate Bond ETF (VTC) currently has a 5.09% 30-day SEC yield and a 0.03% expense ratio.

Investment 64

Investment Corporation Portfolio Media 64

Software Equity Group

JULY 2, 2025

That said, we often speak with operators who’ve already taken on a minority investor and later realize those early decisions limited their ability to exit on their terms. Selling 10% of the company to an investor can fund strategic initiatives, for example, while also reducing your risk and liability if the business encounters turbulence.

Investment 52

Investment Investors Sale M&A 52

Mergers and Inquisitions

MAY 14, 2025

However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower. The main differences vs. project finance are that infrastructure IB teams tend to work at the corporate level , and they advise/arrange more than just the financing.

Investment Banking 59

Investment Banking Bank Banking Investment 59

JD Supra: Mergers

APRIL 3, 2025

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connollya partner in LPs Corporate Practice Groupshares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

Business 159

Business Valuation M&A Corporation 159

JD Supra: Mergers

JULY 26, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Corporate Finance Advisory Valuation 165

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

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

How2Exit

NOVEMBER 11, 2023

b' Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses - Watch Here rn rn About The Guest(s): Carl Allen is an entrepreneur, investor, and corporate dealmaker with almost three decades of experience buying and selling businesses.

Business 130

Business Investors Mergers and Acquisitions Shares 130

The TRADE

JULY 2, 2024

SIX and Avaloq have partnered to launch a new independent valuation service aimed at enhancing participants’ ability to value structured products. Users can subscribe or unsubscribe to instruments via ISIN requests to obtain end-of-day valuations for non-listed structured products. The service is available through the CONNEXOR API.

Valuation 59

Valuation Corporation Engineering Trading 59

TechCrunch: M&A

JUNE 29, 2023

The acquisition came shortly after Meituan announced Wang Huiwen was resigning from all his corporate roles at the food delivery giant due to health reasons. With no product, Light Years Beyond had a valuation of $200 million at inception, as noted in one of Wang’s Jike posts. million in cash. million debt.

Debt 199

Debt Investors Recruitment Food 199

JD Supra: Mergers

MAY 18, 2023

Our M&A lawyers predict a new wave of technology sector M&A centered on the consolidation of existing market participants, together with investors taking advantage of lower valuations to acquire strategic stakes in scaleable technologies. The fintech sector is likely to see a large amount of this deal activity.

M&A 100

M&A Valuation Corporation Investors 100

How2Exit

SEPTEMBER 18, 2023

From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Joshua Catlett is an investor and advisor in the private healthcare sector. He also highlights the current state of the healthcare market and the opportunities for investors and buyers in the sector. Based Small Business.

Healthcare 147

Healthcare Investment M&A Valuation 147

TechCrunch: M&A

MAY 8, 2023

After raising $100 million at a valuation of over $2 billion last year, the Australian ed-tech startup Go1 is making an acquisition and getting some investment to expand its reach and technology to serve the market of corporate online learning. Blinkist’s last valuation was $160 million in 2018 , when it raised $18.8

Book-building 265

Book-building Funds IT Valuation 265

MergersCorp M&A International

FEBRUARY 15, 2024

One of the key services provided by MergersCorp is business valuation which plays a crucial role in the M&A process. valuation is the process of determining the economic value of a company. There are several reasons why business valuation is essential for companies involved in M&A transactions.

Valuation 52

Valuation M&A Business Mergers and Acquisitions 52

Midaxo

APRIL 24, 2023

In March 2023, the Transaction Advisors Institute (TAI) held their annual San Francisco conference for corporate development and M&A. Shortening the approval time helps close deals.” — Sarah Hughes, ​​Head of Corporate Development at Atlassian 5.

M&A 130

M&A Mergers and Acquisitions Valuation Corporation 130

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

Devensoft

AUGUST 22, 2023

Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? Navigating M&A valuations with precision is paramount for informed decision-making. However, without a solid understanding of valuation techniques, these ventures can quickly turn into risky endeavors.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

OfficeHours

JUNE 12, 2023

The beauty of the industry is that as a junior private equity investor, you work closely with seasoned investors and industry experts and can learn from their experience. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Valuation 147

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

The Deal

DECEMBER 5, 2023

The typical investments are large enough to require GPs to bring in other sponsors or institutional investors. “We unlock the most value when situations require an element of fluency in software as a sector, understanding metrics and how to think about valuation, value creation plans and strategies,” Osman said.

Corporation 52

Corporation Investment Equities Funds 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Convertible securities provide advantages to both issuers and investors. However, the investors here are not obligated to convert securities. Table of contents What Are Convertible Securities?

Securities 98

Securities Investors Shares Financial Modeling 98

Wall Street Mojo

JANUARY 16, 2024

It usually occurs when the same income is taxed both at corporate as well as at the individual level. A pass-through entity, also commonly known as a flow-through entity is a type of legal business organization that transfers all its income in the name of the investors or owners, in order to avoid double taxation.

Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.” revenue and 11.5x

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The Harvard Law School Forum

MAY 3, 2023

Related research from the Program on Corporate Governance includes Are M&A Contract Clauses Value Relevant to Target and Bidder Shareholders? This post is based on their Wachtell Lipton memorandum. discussed on the Forum here ) by John C.

Mergers and Acquisitions 101

Mergers and Acquisitions Government M&A Private Equity 101

Devensoft

MAY 25, 2023

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. We, at Devensoft, help companies with their end-to-end M&A and have worked with several clients in the corporate sector to navigate this complex process.

Corporation 52

Corporation Mergers Mergers and Acquisitions Acquisitions 52

How2Exit

MAY 20, 2024

Carl later transitioned from billion-dollar corporate deals to acquiring and selling smaller businesses, marking a shift towards Main Street M&A. rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Francine Way

JULY 7, 2017

It is ABSOLUTELY crucial that a corporate acquisition program is aligned with the corporate strategy. Culture: What is the target’s corporate culture looks like (hierarchical, decentralized, formal, informal, etc.) Consultants’ valuation, deal-structuring, and deal-financing expertise. Any unions?

M&A 130

M&A Acquisitions Consulting Capital 130

Growth Business

JULY 19, 2023

Done right, you can learn about important holes in your business and receive advice and support from experienced investors who’ve seen people in your shoes before. Then if you hit a speed bump and they don’t invest that sends a bad signal to other potential investors – potentially undoing any value they brought in the first place.

Capital 98

Capital Valuation Funds Business 98

How2Exit

SEPTEMBER 25, 2023

Covering a wide range of topics from integration to valuation, the podcast aims to equip professionals with the knowledge to navigate the ever-changing landscape of mergers and acquisitions. rn Conclusion rn The episode wraps up by reiterating the need for corporate development professionals to adapt to the ever-changing M&A landscape.

M&A 130

M&A Acquisitions Private Equity Portfolio 130