Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt 40

Debt Finance Finance Private Equity 40

iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. What Financial Documentation Are You Overlooking? A well-documented EBITDA bridge can materially impact valuation. Here are several that should be on your radar: 1.

Sale 40

Sale M&A Valuation Private Equity 40

Lake Country Advisors

OCTOBER 31, 2024

General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations. Work with legal and financial experts to ensure all terms are clearly documented, protecting your interests. Transparent communication is essential to establishing trust.

Business 52

Business Profitability Debt Shares 52

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. 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 Business 40

Presser & Co

MAY 22, 2023

Put simply, enterprise value = equity value + debt – cash. As a result, you can have two identical companies that have the same enterprise value, but may not have the same equity value, because of the existence of debt or excess cash on either of their respective balances sheets.

Equities 52

Equities Debt M&A Shares 52

Growth Business

MAY 15, 2024

As a UK business (even as a sole trader), it’s vital to keep in mind the documents any prospective employee will need. More on sole traders Sole trade budgeting tips to avoid debt How to scale your business quickly The post Can a sole trader employ staff? And, if somebody else books their time, you could be left high and dry.

Business 96

Business Insurance Trading Debt 96

Shearman & Sterling

DECEMBER 8, 2021

" Although the Court acknowledged that the transaction was not a "model of best practices," it found that the complaint and the documents incorporated by reference therein did not support an inference of bad faith.

Debt 52

Debt Sale Equities Investors 52

Beyond M&A

OCTOBER 22, 2024

Code Quality and Technical Debt Good code should be clean and scalable. But if there’s technical debt—code that’s been written in a way that will require significant refactoring later—you’ll need to factor that into your decision-making. Look for: How clean and well-documented is the codebase? What’s the testing process like?

M&A 130

M&A Mergers and Acquisitions Architecture Debt 130

Sun Acquisitions

NOVEMBER 7, 2022

The long and short is yes, it’s possible, however, there’s a series of considerations from the Small Business Administration (SBA), the holder of your PPP loan debt that you need to comply with. You want to be free of this debt as soon as possible. Perhaps you’ve asked, “Can I sell my business if I got a PPP loan?”.

Business 98

Business Mergers and Acquisitions Sale Debt 98

Francine Way

JULY 9, 2017

The document serve to keep the discussions confidential between parties, limit distribution to those who need to know within the buyer’s organizations, and protect sensitive information contained in the CIM (offering memorandum) from being distributed outside the company.

M&A 130

M&A Acquisitions Valuation Sale 130

How2Exit

MARCH 21, 2023

This process involves researching the business’s financials, legal documents, and other relevant information. Another important part of due diligence is researching the legal documents associated with the business. This includes contracts, leases, and other documents that are relevant to the business.

Business 130

Business Accountant Book-building Negotiation 130

Wizenius

MAY 4, 2023

In investment banking, a term sheet is a non-binding document that outlines the basic terms and conditions of an investment or financing deal between two parties. It's important to note that a term sheet is not a legally binding document, but rather a summary of the key terms and conditions of the proposed investment or financing deal.

Investment Banking 52

Investment Banking Investment Banking Bank 52

Razorpay

NOVEMBER 19, 2024

Both documents play significant roles in accounting but serve different purposes and are used in different scenarios. Differences Between Debit Notes and Credit Notes Comparison Factor Debit Note Credit Note Definition A document issued by the buyer to the seller indicates a return of goods or a request for a reduced amount payable.

Accountant 40

Accountant Debt Business Sale 40

Sun Acquisitions

APRIL 17, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sun Acquisitions

APRIL 10, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

The TRADE

OCTOBER 13, 2023

The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE. The transaction is the next step in Deutsche Bank’s Global Hausbank strategy, which aims to unlock deeper engagement with corporates in the UK.

Banking 59

Banking Bank Acquisitions Investment Banking 59

Wall Street Mojo

JANUARY 4, 2024

read more is that amount of interest, which is due for a debt or bond but not paid to the lender of the bond. Companies do not wait to receive receipt of cash Receipt Of Cash A cash receipt is a small document that works as evidence that the amount of cash received during a transaction involves transferring cash or cash equivalent.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

How2Exit

MARCH 1, 2023

In addition to understanding the process and managing the professionals, it is important to have an attorney review the documents before they are sent out. Having an attorney review, the documents can also save time and money in the long run. This will help catch any potential issues that may arise.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Shearman & Sterling

DECEMBER 8, 2021

" Although the Court acknowledged that the transaction was not a "model of best practices," it found that the complaint and the documents incorporated by reference therein did not support an inference of bad faith.

Debt 40

Debt Sale Equities Investors 40

Devensoft

JUNE 1, 2023

Debt and liabilities: assess the company’s debt levels and liabilities to determine whether it can manage its obligations during economic uncertainty. What is the target company’s current debt position, and what is their plan for managing any potential financial risks that may arise due to the economic uncertainty?

Economics 98

Economics M&A Management Financial Statement 98

Midaxo

APRIL 25, 2023

What would be good an outline for a document defining our M&A objectives? Q3: What would be good an outline for a document defining our M&A objectives? Conclusion — Summarize the main points of the document and reiterate the importance of clear M&A objectives in achieving your company’s strategic goals.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Wall Street Mojo

JANUARY 17, 2024

Convertible securities combine features of both debt and equity instruments. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt. read more have features of equity as well as debt. #2 Convertible securities provide advantages to both issuers and investors.

Securities 98

Securities Investors Shares Stock 98

Peak Frameworks

OCTOBER 17, 2023

For example, in 2010, during the European debt crisis, many critical meetings among EU leaders were held. The minutes of these meetings not only highlighted the gravity of the situation but also documented the multiple avenues explored before arriving at decisions. Documentation Jot down details in a structured format.

Finance 52

Finance Finance Accountant Shares 52

Lake Country Advisors

JUNE 20, 2024

Here are some of its examples: Outstanding debts and obligations. Gathering and Organizing Essential Documents Next, gathering and organizing essential documents is critical. Systematically organizing these documents speeds up the due diligence process and demonstrates professionalism. Outstanding debts and obligations.

Sale 52

Sale Business IT Utilities 52

Sun Acquisitions

APRIL 24, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Mergers Acquisitions 52

iMerge Advisors

APRIL 9, 2025

Some common missteps include: Ignoring customer concentration or churn issues Overlooking deferred revenue or technical debt Assuming all revenue is equally valuable (e.g., Common Valuation Pitfalls to Avoid Founders often overestimate value by focusing solely on revenue or product innovation, while underestimating risk factors.

Valuation 40

Valuation M&A Private Equity Sale 40

Sun Acquisitions

OCTOBER 21, 2024

Additionally, the application process can be lengthy and rigorous, requiring detailed financial documentation and due diligence. Mezzanine Financing: Mezzanine financing offers a hybrid form of debt and equity financing that can be used to fund M&A transactions.

M&A 59

M&A Finance Finance Business 59

Razorpay

AUGUST 9, 2024

An invoice is a document issued by a seller to request payment for goods or services provided, while a receipt is given to confirm payment. Invoices outline what is owed, whereas receipts verify that the debt has been settled. A receipt is a crucial document issued by a business to verify a completed transaction.

Business 40

Business Debt Management Funds 40

iMerge Advisors

APRIL 14, 2025

A closing binder (also called a closing book) is a comprehensive, organized collection of all final, executed documents related to the acquisition. What You Need Ready Before Closing By the time you reach the closing table, most of the heavy lifting due diligence, negotiation, and documentation should be complete.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. What Documents Do I Need? Once you get into the valuation stage (which is usually done by your M&A advisor or a 3rd party valuation agency), you will need a large swath of documentation. Manageable Debt. A Growth in Owner Equity.

Insurance 52

Insurance M&A Valuation Advisory 52

How2Exit

MAY 15, 2023

I also wanted to outsource the labor-intensive pieces of the job, such as the diligence and documentation work. Concept 4: Leverage Debt For Multiple Expansion Leveraging debt for multiple expansion is a strategy used by private equity firms to increase their value and profitability.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Mergers and Inquisitions

JANUARY 24, 2024

minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. For reference, the case document said to expect profitability by the end of the 5 years. multiple with mid-teens IRRs: This isn’t a great result, but it’s still above the minimum targets in the case document.

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Cooley M&A

APRIL 26, 2022

In the acquisition of a private company, a scheme can offer a solution that avoids requiring 100% of shareholders to sign deal documentation when the target’s governing documents don’t include drag-along provisions (and it’s not possible or deemed too risky to introduce such provisions prior to the deal taking place).

Mergers and Acquisitions 59

Mergers and Acquisitions Shares Stock Acquisitions 59

Razorpay

OCTOBER 8, 2024

A commercial document called a debit note is used in business transactions to alert buyers about impending invoices or present financial obligations. It is a formal statement outlining the debt’s size and reason from the seller to the buyer. What is a Debit Note? How Does a Debit Note Work?

IT 40

IT Accountant Debt Business 40

Wizenius

JUNE 21, 2023

Debt Financing: Explore options for debt financing, such as loans from local or international banks, multilateral development banks, or export credit agencies. Tailor the terms of the debt to reflect the risks associated with regulatory uncertainties, such as higher interest rates or shorter tenors.

Finance 52

Finance Finance Debt Government 52

Razorpay

MAY 11, 2023

This means that the personal assets of the partners are protected from any business debts or legal liabilities incurred by the LLP. All partners enter into a partnership deed which is the charter document of a partnership firm. Basically, an unsettled debt. The Partnership is governed by the Partnership Act of 1932.

Accountant 52

Accountant Business Bank Banking 52

Peak Frameworks

MAY 2, 2024

Documentation: Accurate and comprehensive documentation, including invoices and contracts, underpins the legal and financial integrity of credit sales. Bad Debt Management: Estimating the likelihood of non-payment and accounting for bad debts is crucial for providing a realistic view of financial health.

Sale 52

Sale Accountant Financial Statement Business 52