Sica Fletcher

APRIL 17, 2020

What is generally less understood is the impact of the pandemic on the debt markets. Many PE-backed Insurance Brokers Secured Sizable Loans Immediately Prior to the Crisis Over the past several years, the demand for high yield debt issued by private equity (PE) backed insurance brokers has been extremely strong. to 10.0%.

Debt 52

Debt Insurance M&A Broker 52

Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. In this post, we’re going to address what these are, some of the challenges to expect, how to sell the equity, and who to sell it to. Selling equity – the good, the bad, the ugly.

Equities 52

Equities Business Broker Investors 52

OfficeHours

AUGUST 7, 2023

When we refer to a case study here, I am referring to a situation in which you are given a CIM of a sample company and asked to create an LBO model as well as formulate thoughts on this company as a potential investment opportunity given what is presented in the CIM. and formatting for numbers, dollars, and percentages.

Investment 130

Investment Business Underwriting IT 130

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. But I want to be fair, so I will present their positives and negatives here.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. For private equity (PE) groups, these rates determine the cost of capital, which is essential for their investment strategies.

Private Equity 52

Private Equity Valuation Equities Business 52

How2Exit

MAY 20, 2024

This conversation dives deep into the precarious practice of over-leveraging in business acquisitions and the perils it presents for entrepreneurs. He elucidates on the market dynamics, contrasting the more natural debt-equity structures of large companies with the often artificially stimulated small business sector.

Business 130

Business Book-building Equities Acquisitions 130

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

How2Exit

AUGUST 12, 2024

Financial Preparedness: The episode highlights the critical need for comprehensive financial planning, especially when leveraging debt for acquisitions. Sound Financial Management: Balancing Debt and Growth An essential theme from the conversation revolves around the principles of robust financial management.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Software Equity Group

JUNE 27, 2023

This concept is called rollover equity and is common for private equity transactions. What is Rollover Equity? The offer of ongoing ownership is known as “rollover equity” because the seller chooses to roll a portion of the sale proceeds back into the company’s new ownership structure. How Does Rollover Equity Work?

Equities 52

Equities IT Private Equity M&A 52

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity? How to Read Balance Sheet Liabilities? How to Analyze the Balance Sheet?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions. The difference in Midstream, at least in the U.S.,

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 3, 2023

And it values the company today based on the present value of its dividends and that potential future value (either the stock price or the Equity Value via the Terminal Value calculation). And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Lake Country Advisors

AUGUST 8, 2024

This metric provides a quick snapshot of a company’s total equity value as perceived by the stock market. This valuation reflects the market’s assessment of the company’s equity value based on its stock price and the number of shares available. Determine Discount Rate: Assuming InnovateTech’s WACC is 10%.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Profitability: What is the targeted return on invested capital (ROIC), return on assets (ROA), or return on equity (ROE) - along with the payback period.

M&A 130

M&A Acquisitions Consulting Capital 130

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. trillion in growth and buyout private equity dry powder , these investors stand ready to bridge the gap.

Middle Market 52

Middle Market Private Equity Equities Investment 52

Francine Way

JUNE 22, 2020

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). A template presentation deck - based on a real merger case - will be presented here to showcase concepts and thought processes. Negative equity balance.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. Growth debt, also called venture debt, most often comes as a principal loan accompanied by an interest payment.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Models Financial Modeling Finance 59

Focus Investment Banking

NOVEMBER 27, 2023

At this year’s West Coast M&A/Private Equity Forum, which took place on September 28th in East Palo Alto, those differences were on full display. The information that is manipulated by those engines, and therefore the output that is presented to humans, might not be current. Will AI be the next addition to the caravan?

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Shearman & Sterling

DECEMBER 8, 2021

Equity-League Pension Tr. As to three others, plaintiff alleged that their service on the audit committee presented a substantial likelihood of liability because it was charged with reviewing conflicted transactions. the "Company"). Great Hill Partners, C.A. 2020-0992-SG (Del.

Debt 52

Debt Sale Equities Investors 52

Software Equity Group

JUNE 14, 2023

First, it’s important to understand that most M&A transactions are completed on a cash-free, debt-free (CFDF) basis. This means the seller keeps all cash remaining on their balance sheet at closing time and must pay off all long-term or interest-bearing debt. These accounting intricacies, as it turns out, are open to negotiation.

M&A 93

M&A Capital Negotiation Accountant 93

Focus Investment Banking

JANUARY 28, 2024

The younger partners were presented with a dilemma: They could each increase their stakes in the business and collectively control it but would have to take on—and be personally liable for—the $25 million in debt. It would take years before the debt could be paid down. Such a loan would, of course, entail personal guarantees.

Professional Services 52

Professional Services Sale Private Equity Debt 52

Sica Fletcher

JULY 11, 2024

We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. However, it does present some serious opportunities for those attempting to maximize their overall benefit from the transaction. Equity used to consist of senior debt (i.e.,

M&A 52

M&A Insurance Debt Equities 52

Francine Way

JULY 11, 2017

Discounted Cash Flow (DCF) i s 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. Assumptions about the debt portion of the proposed transaction: Remember that LBOs are heavily financed with short-term loans (revolver, etc.),

Valuation 130

Valuation M&A DCF Financial Statement 130

Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. A prompt is a scenario presented by interviewers to a candidate.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Cooley M&A

JULY 28, 2022

In the US, it is common to adjust the purchase price for cash, any excess or deficit of net working capital relative to a required level of net working capital, unpaid debt, and unpaid transaction expenses of the target business as of the closing, with an adjustment done at closing based on estimates and followed by a post-closing true-up.

M&A 59

M&A Debt Accountant Business 59

Shearman & Sterling

DECEMBER 8, 2021

Equity-League Pension Tr. As to three others, plaintiff alleged that their service on the audit committee presented a substantial likelihood of liability because it was charged with reviewing conflicted transactions. the "Company"). Great Hill Partners, C.A. 2020-0992-SG (Del.

Debt 40

Debt Sale Equities Investors 40

The TRADE

FEBRUARY 14, 2024

In a panel at the JSE SA Trade Connect 2024 conference in Cape Town, South Africa, panellists explored the ways in which fragmentation is impacting the trading of dual listed equities in the South African market.

Trading 69

Trading Equities Broker IT 69

How2Exit

MAY 15, 2023

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. This strategy is used by private equity firms to purchase a platform business, scale it up, and then acquire other ancillary businesses in the same industry.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

How2Exit

MARCH 24, 2023

Concept 3: Equity in Exchange For Value Equity in exchange for value is a concept that has become increasingly popular in recent years. For consultants, equity in exchange for value can be a great way to increase their income and build wealth. By using our skills and experience, we can help others and ourselves reach our goals.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

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. Similarly, a company that has debts in its books will have to report the amount of interest accrued for the bonds it has lent. Still, the same is not received or paid in the same accounting period.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Growth Business

AUGUST 7, 2023

As such, initial funding will be in the form of equity or shareholder loans. Early-stage investors such as venture capital trusts or regional growth funds are viable options for equity investment which will dilute owners’ shareholdings but not place additional financial obligations on the business.

Funds 94

Funds Finance Finance Business 94

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. Whether your business becomes a platform or an add-on, most PE groups expect you to reinvest a portion of your proceeds back into equity of the new company.

Business 52

Business Equities Debt Corporation 52

The Harvard Law School Forum

JUNE 27, 2023

government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5] government’s battle over the debt ceiling, though resolved in early June, destabilized markets in May when it appeared lawmakers might not come to a resolution. [5]

Financial Institution 83

Financial Institution Bank Banking Consulting 83