Sun Acquisitions

JUNE 23, 2025

Thorough Due Diligence: Financial Due Diligence: Conduct a comprehensive financial analysis to assess the target company’s financial health, including its revenue, profitability, and debt levels. Legal and Regulatory Due Diligence: Identify and assess any legal or regulatory risks that may impact the deal.

M&A

Sun Acquisitions

NOVEMBER 1, 2024

Acquiring companies need to understand the target’s digital capabilities, potential technology debts, and how well their systems integrate with their own. Actionable Insight: Conduct a thorough IT audit to assess the target’s technology infrastructure, software applications, and cybersecurity measures.

Mergers

Mergers and Inquisitions

JUNE 11, 2025

If you go against my advice and discuss an equity or debt deal instead, you’d have to search for documents like the S-1 for an IPO or a credit rating update issued by the credit rating agencies. You can cite terms like the coupon rate, original issue discount , and covenants for debt deals. The investor presentation for the deal.

M&A

Focus Investment Banking

MARCH 10, 2025

Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction). As you read this, consider two realities: 1.

Investment

Beyond M&A

JUNE 9, 2025

But what we also want to do is sniff out the unknown unknowns — the lurking tensions, the cultural misfits, the code debt that’s been duct-taped together by that one brilliant but burnt-out developer. When It Falls Apart: Post-Investment Implosions I’ve seen it too many times. An exciting deal. Great product. Thrilling market. Talented team.

Business

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me. So, now for the details.

Investment

CNBC: Investing

JUNE 16, 2025

"We acknowledge there are positive developments including: (1) a new hyperscaler customer; (2) expansion on OpenAI agreement; and (3) debt raise at lower cost of capital," analyst Brad Sills wrote in a note to clients. CoreWeave's $1.5 CRWD YTD mountain CoreWeave stock since its March initial public offering.

IPO

How2Exit

JULY 22, 2025

in equity and securing SBIC-backed debt financing. Deal Surprise : Floor Guard dramatically understated its EBITDA, initially claiming $1M but actually earning $3.7M—leading —leading to a complete rethinking of the deal structure.

Business

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

The original owner’s minority stake is now worth $30 million (the current value of $150 million multiplied by their 20% investment, assuming all third-party debt has been paid off). Now assume the business grows to $150 million in enterprise value in four years and the PEG is ready to exit.

Private Equity

Lake Country Advisors

JUNE 24, 2025

Whether your deal is based on earnings, revenue multiples, or cash flow, buyers use financial metrics to justify their offer. A strong financial story can increase your business valuation and asking price or defend it during negotiations. They influence how a deal is structured: Buyers may structure deals differently depending on your numbers.

Business

The TRADE

JANUARY 22, 2025

We look for the opportunity that best achieves opportunistic returns on the best risk-adjusted basis, be it in equities, corporate bonds, distressed bonds, bank debt, or convertibles. There’s been a reopening in capital markets. It’s been busy. We do some listed options more on the index side as hedging instruments.

Funds

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., A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle.

Valuation

Lake Country Advisors

JUNE 11, 2025

This means you’re still responsible for any outstanding debts, lawsuits, or contracts that weren’t part of the sale. Assets and liabilities transfer automatically: Since the buyer now owns the business itself, they also assume its debts, obligations, and any pending issues. Asset Sales vs. Stock Sales – What’s the Difference?

Sale

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions

Mergers and Inquisitions

OCTOBER 30, 2024

Treasury: Focus on cash flow rather than Net Income and the Income Statement ; forecast the company’s cash flow needs and set up the equity or debt required to get the necessary cash in place; invest the company’s short-term cash to earn something on it and handle foreign exchange (FX) rate and other types of hedging.

Corporate Finance

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers

Mergers and Inquisitions

JANUARY 22, 2025

But you would not build models for M&A deals, leveraged buyouts, or debt/equity issuances in research or at least, they would be far simpler than the IB versions. Investment Banking: Which Ones Right for You? Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

Investment Banking

CNBC: Investing

AUGUST 2, 2025

The analyst said he also likes Delta's "steady message of free cash and debt reduction." Steady message of free cash and debt reduction." Delta continues to see robust strength in its premium services despite an uncertain consumer environment, Didora said. compared to a -5.5%

Stock

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions