FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. They are looking for the ideal partner with the best valuation and terms possible. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Focus Investment Banking

APRIL 14, 2024

Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples. Download the article here. Bakery industry challenges remain, and the market is increasingly competitive. He has also successfully represented dozens of business owners selling their companies.

M&A 52

M&A Food Private Equity Manufacturing 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. These two factors paint a valuation picture that is less attractive than it had been. ChatGPT, a chatbot developed by OpenAI, eclipsed 1 million users in just five days — the fastest a company has ever reached this milestone.

Bank 52

Bank Banking Investment Economics 52

Software Equity Group

APRIL 24, 2024

Also, in 2023, QAD, already a leader in the industrial software space with various ERP, SCM, and CRM offerings, expanded its portfolio to include workforce management and collaboration SaaS with the purchase of Redzone. continues to drive demand for integrated software solutions, opportunities abound for well-run SaaS businesses.

Manufacturing 52

Manufacturing M&A Business Management 52

Devensoft

JUNE 13, 2023

Download the full article as a PDF. Download now Assessing Company Goals and Objectives Before pursuing a post-merger integration or divestiture transaction, it is important to understand the company’s goals and objectives. Download the post-merger playbook as a PDF to take with you. Get a copy to-go. Short on time?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. To see more buyer activity in the current M&A landscape, download our latest SEG Quarterly SaaS M&A and Public Market Report.

Investment 52

Investment Management Acquisitions Business 52

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. We are working on a template for a CIM that you can download shortly from our site for free. As such, your accountant or CFO has to be part of the exit team.

Business 52

Business Sale Broker IT 52

FineMark

JANUARY 17, 2024

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. Additionally, rising rates on cash have made allocations there more attractive as real rates (those adjusted for the effects of inflation) become positive.

S&P 52

S&P Bank Banking Investment 52

Solganick & Co.

NOVEMBER 12, 2024

Download the complete report here: Solganick Technology Services M&A Update Q3 2024 Here are the highlights: Transaction volume and valuation multiples for technology services companies has remained solid during the third quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. of all transactions through YTD 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

JUNE 4, 2025

Recent Transactions Key Players and Consolidators M&A transactions have been primarily shaped by majority acquisitions from strategic acquirers aiming to expand product portfolios, strengthen core capabilities, and capture operational synergies. Download full article here.

Food 52

Food M&A Acquisitions Accountant 52