Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated.

Private Equity 52

Private Equity Insurance Debt Equities 52

How2Exit

APRIL 4, 2023

He explains that when the Small Business Administration (SBA) looks at a business for a loan, they want to make sure that the business can cover its debt service. They do this by giving it a coverage ratio of one dollar and thirty-five cents for every dollar of debt service after certain expenses.

Business 130

Business Management Negotiation Sale 130

OfficeHours

AUGUST 7, 2023

Skim through the rest of the document, but don’t put pressure on yourself to memorize every single detail. Start with assumptions towards the top, followed by sources and uses, the income statement, cash flow build, debt schedule, and finally returns. investment banking, private equity , VC, etc.)

Investment 130

Investment Business Underwriting IT 130

How2Exit

JULY 3, 2023

The speaker mentions that if the seller's main goal is to retire or spend more time with their family, a private equity firm may not be the right buyer. Private equity firms often require the seller to stay involved in the business for a certain period of time and may offer additional incentives to keep them engaged.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

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

Cooley M&A

MAY 21, 2021

In reaching this order, the court applied the prevention doctrine, finding that the unavailability of buyer’s debt financing did not permit buyer to circumvent its obligation to close because buyer materially contributed to the debt financing being unavailable. All of those demands were rejected by the lenders.

M&A 40

M&A Debt Private Equity Finance 40

Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. They over-complicated the financial model (e.g.,

Equities 105

Equities Valuation Financial Statement Financial Models 105

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Documentation: Accurate and comprehensive documentation, including invoices and contracts, underpins the legal and financial integrity of credit sales.

Sale 52

Sale Accountant Financial Statement Business 52

Peak Frameworks

MAY 8, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. corporate structure and a type of private company. Filing Articles of Organization: A formal document filed with the state.

Corporation 52

Corporation Business Finance Finance 52

Peak Frameworks

OCTOBER 19, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. Indeed, some central banks implemented negative interest rate policies, as documented here. An insightful read on this is available here.

Finance 52

Finance Finance Private Equity Bank 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 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

Software Equity Group

MAY 28, 2024

Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. Founder Tips for Selling Your SaaS Company Within One Year By now, you have improved all the metrics, tech-debt, and related things that you can do (won’t be everything)!

M&A 52

M&A Private Equity Valuation Equities 52

Software Equity Group

MAY 28, 2024

Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. Founder Tips for Selling Your SaaS Company Within One Year By now, you have improved all the metrics, tech-debt, and related things that you can do (won’t be everything)!

Sale 52

Sale Private Equity Valuation M&A 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here.

M&A 40

M&A Valuation Private Equity Negotiation 40

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is a document that outlines the terms of a proposed transaction. If the document functions like an IOI, it may only provide a range of valuations. That’s because–assuming a cash-free, debt-free structure–anything defined as indebtedness reduces your company’s valuation dollar-for-dollar. What is a Term Sheet?

Negotiation 52

Negotiation Business M&A Valuation 52

iMerge Advisors

APRIL 16, 2025

Buyers whether private equity firms, strategic acquirers, or growth investors are not just buying code. This allows time to clean up financials, resolve legal gaps, and document key processes. Document Tech Stack: Provide a clear architecture overview, third-party dependencies, and any known technical debt.

M&A 40

M&A Valuation Debt Advisory 40

Mergers and Inquisitions

AUGUST 2, 2023

Again, you could ask this same question in 2 sentences: “Quick question – with the financing fees, you’re not factoring in the refinanced debt if the acquirer repays and replaces the target’s debt. Longer Messages – If you need help with longer messages or documents, please take the time to learn how to use AI tools properly.

Investment Banking 59

Investment Banking IT Finance Finance 59

How2Exit

AUGUST 8, 2023

The funds generated from the sale can be used to finance the M&A transaction, invest in growth opportunities, or pay down debt. This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

How2Exit

APRIL 10, 2023

They advise their clients to understand where the money is coming from, and to do draft documents, redacting the specific name of the deal until they have it secured. They also help their clients to talk to lenders for the debt portion of the deal and to talk to private equity firms to see what their criteria is.

Capital 130

Capital Investors Investment Broker 130

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Financing Activities = It involves cash transactions with the company’s owners and creditors, including equity and debt-related activities. million) in 2015.

Accountant 98

Accountant Finance Finance Profitability 98

IBG

JANUARY 31, 2023

For someone considering a merger or the purchase of a business, document review and the answers to due-diligence questions are critical. Such reports are increasingly common in larger transactions, especially where the buyer is a private equity firm. “A

Sale 52

Sale Business M&A Mergers and Acquisitions 52

Mergers and Inquisitions

JULY 17, 2024

People have argued for years that equity deals “dominate” IB activity in India, but this is a bit of a stretch if you look at the fees by product type: Deals themselves are diversified across different sectors. You’ll see deals in industrials , technology , healthcare , power , consumer/retail , real estate , and all the other sectors.

Investment Banking 59

Investment Banking Banking Bank Investment 59

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. A lawyer will come in after due diligence is complete when closing documents are being drawn out. If this is something that you wish to do, you have to create detailed documentations of every aspect of your business.

Business 52

Business Sale Broker IT 52

Software Equity Group

SEPTEMBER 17, 2024

If your business faces financial difficulties, creditors typically cannot pursue your personal assets to satisfy business debts. That can lead to serious tax savings, so many private equity buyers prefer to acquire S Corps using F reorganizations, which may offer higher valuations for them.

M&A 52

M&A Corporation Stock Investors 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. Since its founding in 2012, the private-equity-backed company has made 69 investments.

Investment 52

Investment Management Acquisitions Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? Can teams carry debt?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. 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.

Investment Banking 64

Investment Banking Equities Banking Bank 64

How2Exit

MAY 27, 2024

His firm assists a range of clients from first-time acquirers to private equity firms. This democratization of acquisition financing heralds a maturation phase for e-commerce M&A, bringing a wave of new entrants who can scale their operations rapidly with the backing of judicious debt.

Business 130

Business Mergers and Acquisitions Valuation M&A 130

Peak Frameworks

JUNE 21, 2023

Each partner is personally liable for the partnership's debts and obligations. Here, partners are not personally responsible for the business debts and liabilities or the misconduct of other partners. An example of this type is the co-founding of Twitter by Biz Stone, Jack Dorsey, and Evan Williams.

Business 52

Business Finance Finance Corporate Finance 52

How2Exit

JULY 13, 2023

They recommend having a will, power of attorney, and other necessary documents to ensure a smooth transition of ownership and to protect the interests of the owner and their family. Finally, the guests discuss the current market trends in private equity and capital raising.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

APRIL 30, 2024

The actual implementation of UMR also led to operational challenges for market participants, given the requirement for significant upgrades to risk management systems, collateral management processes and legal documentation.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Beyond M&A

MAY 20, 2025

They need to refine playbooks, not just document problems. Gaps in cybersecurity, under-scoped tech debt, or even just different interpretations of the product roadmap. Especially if the Sellers team is retained in any capacity post-close, or if private equity is involved and there are future exits to prepare for.

M&A 130

M&A IT Consulting Mergers and Acquisitions 130

Beyond M&A

MARCH 17, 2025

As a qualified executive coach since 2018 , Ive worked with over 500 leaders across tech, finance, and private equity. Strengths in Tech: Ensure strong documentation, rigorous compliance, and robust due diligence. Risk of accumulating technical debt or regulatory issues.

M&A 130

M&A Investors Private Equity Debt 130

iMerge Advisors

APRIL 14, 2025

Whether the buyer is a strategic acquirer, a private equity platform, or a growth-stage investor, the bar has risen. Is the codebase modular and well-documented, or will integration be a nightmare? Technical debt is a deal killer. Founders should be prepared to open the hood and have the documentation to back it up.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

Cooley M&A

FEBRUARY 3, 2025

Private equity back on the hunt Acquisition financing markets reopened in full (albeit still at relatively high rates) over the course of 2024, which spurred an active year for private equity sponsors in tech across take-private acquisitions, private acquisitions and sponsor exits.

M&A 59

M&A Mergers and Acquisitions Private Equity Acquisitions 59