Mergers and Inquisitions

JANUARY 22, 2025

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. public markets roles ( hedge funds , asset management , etc.), Investment Banking: Which Ones Right for You?

Investment Banking 64

Investment Banking Equities Banking Bank 64

CNBC: Investing

JUNE 11, 2025

" "[It] actually offers an opportunity for investors to get in at a little bit more attractive valuations," Rehling said. For instance, the Energy Select Sector SPDR Fund has a 30-day SEC yield of 3.31% and an expense ratio of 0.08%. Skip Navigation Markets Pre-Markets U.S.

Portfolio 69

Portfolio S&P Utilities Investment 69

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. For example, look for Series B-to-C tech startups with at least $50 to $100 million in VC funding and at least 100 – 200 employees. Recruiting: Who Wins Strategic Finance Jobs?

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

Focus Investment Banking

JANUARY 10, 2025

That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA. I understand it’s a whole lot more than numbers, but how do we fund acquisitions? Very rarely are acquisitions funded with cash. We’ll talk about valuations when we start to talk about selling a little bit.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 9, 2025

billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. Net debt has roughly doubled over the past five years, and the $30.4 The trade The good news is that the company's valuation is at the lower end of the five-year range. RH's $3.9

Retail 98

Retail Trading Stock IT 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.

Investment Banking 59

Investment Banking Banking Bank Investment 59

JD Supra: Mergers

MARCH 12, 2024

Traditional debt financing was expensive and scarce, expectations on valuations were tricky to navigate, portfolio companies required additional attention, fundraising was not easy and regulators continued to scale up their scrutiny of the industry and its transactions.

Private Equity 192

Private Equity Equities Debt Valuation 192

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

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 cost of debt, cost of equity, and weighted average cost of capital (WACC).

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Wizenius

SEPTEMBER 28, 2024

Leverage Buyouts (LBO) are a strategic financial maneuver where a financial sponsor, typically a private equity firm, acquires a target company by utilizing a substantial amount of debt alongside a smaller portion of equity. In an LBO scenario, both debt and equity investors commit capital to the target company.

Debt 52

Debt Funds Private Equity IPO 52

TechCrunch: M&A

JUNE 29, 2023

million debt. It’s possible that the startup received the founder’s financing in the form of a convertible note, a type of debt that can be converted into equity, which would correspond to the company’s $50.66 million in debt. million in cash. It’s also taking on the startup’s $50.66

Debt 200

Debt Investors Recruitment Food 200

OfficeHours

JUNE 5, 2023

DO NOT let yourself fall victim to such a ploy – instead, follow the tips outlined below to stand out in the interview process: Understanding the Purpose of an LBO As you have likely heard time and time again, knowing WHY you are using a valuation method is just as important as knowing HOW to use a valuation method.

Private Equity 147

Private Equity Valuation Debt Equities 147

Growth Business

JULY 17, 2024

Angel investors A business angel is someone who quite often has a background in business or finance, and has funds to invest in businesses. Questions to ask are: Have they been successful in securing funding in your sector? Are the funding amounts they have secured on behalf of clients similar to the amount you are asking for?

Funds 97

Funds Business Finance Finance 97

Wall Street Mojo

JANUARY 15, 2024

What is a Collateralized Debt Obligation? Table of contents What is a Collateralized Debt Obligation? How does Collateralized Debt Obligation (CDO) Work? CDOs provide investors with a diversified portfolio of debt instruments across different risk levels.

Debt 52

Debt Banking Bank Investors 52

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations. In our forecast, Cash rises too much, and Debt / EBITDA goes from 5.0x

Valuation 64

Valuation DCF Debt Financial Models 64

Wizenius

AUGUST 7, 2023

Even the banks where you deposit your money are legally required to retain only 3-10% of their funds, allowing the remaining to be invested or lent out. Valuation and a company's balance sheet lie at opposite ends of the financial spectrum. Remarkably, about 90% of the world's money is essentially a bet on the future.

Valuation 52

Valuation Investment Banking Financial Analysis Financial Models 52

OfficeHours

OCTOBER 20, 2023

Inflation can also have an impact on the cost of debt required to finance an investment. Inflation itself does not directly affect the cost of debt or interest; rather, since inflation and interest rates are very closely related, changes in inflation impact changes in interest rates.

Investors 130

Investors Private Equity Equities Debt 130

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). If growth and sale are not part of your plan, then an equity raise is not the right choice for you.

Finance 110

Finance Finance Equities Business 110

RKJ Partners

AUGUST 6, 2017

Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. No Early Payback Penalties – Many venture debt lenders attempt to discourage early payment of their loans with onerous pre-payment penalties - 1% of the entire loan amount is common.

Debt 40

Debt Capital Raising Capital Equities 40

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. This accrued interest reflects the time value of money, recognizing that the lender is entitled to compensation for the delay in receiving funds. Still, the same is not received or paid in the same accounting period.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

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. The PPP lender has received their funds as stated in the PPP Note from the SBA.

Business 98

Business Mergers and Acquisitions Debt Sale 98

Global Newswire by Notified: M&A

JUNE 15, 2023

Eagle Ford owns approximately 180 acres of land near San Antonio and a producer of silica sand which is an essential component used in fracking operations in the oil and gas extraction industry.

Utilities 74

Utilities Debt Manufacturing Valuation 74

Wall Street Mojo

JANUARY 15, 2024

Liabilities come next, divided into current liabilities (like debts and payables) and long-term liabilities (e.g., Cash and paper money, US Treasury bills, undeposited receipts, and Money Market funds are its examples. It is a way of raising funds by the company to meet its various business goals. read more other companies.

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Growth Business

AUGUST 3, 2023

It sounds like you’re ready to raise pre-seed funding. The thing to note here is that you don’t have to raise pre-seed funding, but it is beneficial. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. Who do I get pre-seed funding from?

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

JULY 19, 2023

When you hear the term “long-only hedge funds,” your first thought might be: “How can a hedge fund hold only long positions? Doesn’t that contradict the term ‘hedge fund’? Why would investors pay high fees for what is effectively a mutual fund?” These are all good questions.

Funds 52

Funds Asset Management Management Equities 52

Francine Way

JULY 9, 2017

After the prospective buyers review the CIM and conduct their own preliminary diligence analyses to determine their level of interest and initial valuation of the sale, they will typically solicit internal support for the acquisition. The reason for this is time.

M&A 130

M&A Acquisitions Valuation Sale 130

Growth Business

JULY 13, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success Pre-seed funding provides the initial capital needed to start your prospective business. This means you will have to work out a “pre-money valuation” so you can calculate how much your equity is worth. What can pre-seed funding be used for?

Funds 52

Funds Investors Business Capital 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

How2Exit

SEPTEMBER 9, 2024

Tune in to explore the fascinating journey of Steve, his approach to valuations, and how he successfully navigated his first acquisition during the tumultuous COVID-19 period. Preparing for Sale: Business owners should invest time in preparing their businesses for sale to maximize valuation and attract potential buyers.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Growth Business

OCTOBER 25, 2024

The stake will depend directly on the amount you want to raise compared to your business’s total valuation. To determine the value of the shares specifically, you need to adjust for the debt and cash in the business. Factors to consider There are lots of factors that will influence the equity you will end up needing to sacrifice.

Equities 98

Equities Investment Private Equity Valuation 98

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” So, in my first year at [University Name] , I’ve taken a few accounting and finance classes and worked on a stock pitch for [Company Name] in the student investment fund.

Investment Banking 111

Investment Banking Banking Bank Investment 111

Focus Investment Banking

SEPTEMBER 19, 2024

For buyers, who rely heavily on debt financing to fund acquisitions, a rate cut—especially one larger than expected—creates immediate opportunities. Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Debt financing is much more common, and the GE firm is often the first institutional investor.

Private Equity 105

Private Equity Equities Capital Portfolio 105

OfficeHours

JULY 4, 2023

Celebrating 5 Years of Placements (2020-2024) – Empowering Dreams and Unlocking Opportunities!

Sale 130

Sale Private Equity Recruitment Equities 130

Sun Acquisitions

FEBRUARY 28, 2024

Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. If you have substantial cash reserves, you may opt for an all-cash deal, reducing debt burden and interest costs. Debt Financing Debt financing involves borrowing money to fund the acquisition.

Finance 59

Finance Finance Acquisitions Business 59