OfficeHours

AUGUST 7, 2023

Skim through the rest of the document, but don’t put pressure on yourself to memorize every single detail. Remember that a sellside’s projections will almost always be more aggressive than a PE firm will underwrite, so you’ll want to haircut them significantly. Good luck preparing for your case study!

Investment 130

Investment Business Underwriting IT 130

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

How2Exit

AUGUST 8, 2023

rn One of the reasons why sale-leasebacks can result in a higher valuation is the creditworthiness of the operating business. This ensures that the sale-leaseback investor only needs to underwrite one credit and balance sheet, simplifying the process.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. He also stresses the necessity of understanding the valuation of a business, customer concentration, and other factors that can affect a company’s saleability.

Investment Banking 100

Investment Banking Business Investment Bank 100