Focus Investment Banking

JULY 17, 2025

For the sellers, the impact was catastrophic, and not only in terms of salability and valuation. The effect on the valuation and/or sale, is usually significant. The transaction valuation can be substantially reduced, perhaps 20-35%. It is a risk we see often in the M&A world. Important information to be sure.

M&A

CNBC: Investing

JULY 8, 2025

" GD - Upgrade to Buy: Better EBIT growth than peers, more upside to estimates relative to peers, better FCF growth than peers, better balance sheet than peers, lower program risk than peers, cheaper valuation than peers. " Wells Fargo reiterates Meta as overweight Wells raised its price target on Meta to $783 per share from $664.

Stock

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. The firm downgraded JPMorgan to reduce from hold.

Stock

CNBC: Investing

JULY 12, 2025

There are a few explanations behind this valuation disconnect. If the Tripadvisor business was the company's only segment, this valuation could be justified. Mateusz Slodkowski | Sopa Images | Lightrocket | Getty Images Company: Tripadvisor (TRIP) Business: Tripadvisor is an online travel company.

Media

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Their concern isnt philosophical; its legal and financial. Model-Specific Licenses (e.g.,

M&A

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. Buyers will scrutinize your unit economics and scalability.

Valuation

CNBC: Investing

AUGUST 1, 2025

Corporate earnings growth, moderate economic data, expectations that the Federal Reserve may soon resume cutting interest rates and progress in trade talks have all served as upward catalysts in recent weeks. As it does each month, Goldman Sachs took the opportunity to refresh the "directors' cut" version of its U.S.

Stock

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Deals could be done on a corporate level (i.e.,

Investment Banking

Cooley M&A

JANUARY 22, 2025

Looking ahead, expect the fruits of these efforts to free up valuable resources capital and management bandwidth that can be redirected toward higher-value, strategic acquisitions in 2025 as the general economic backdrop (inflation, interest rates, antitrust) looks to become more conducive to bigger bets. from 2023. [1]

M&A

CNBC: Investing

JULY 24, 2025

Early indications from both economic data and the ~10% of the Russell 3000 that have reported so far since July 1st are actually pretty good. " The authors taking a fairly balanced view said, "Mr. Trump and his advisers have many rotten ideas. They also have some decent ones." " This week marked two milestones.

S&P

CNBC: Investing

AUGUST 4, 2025

Given these factors, as well as prevailing economic and other uncertainties, we concluded that the unrealized loss, represented by the difference between the carrying value of our investment and its fair value, was other-than-temporary," Berkshire said in the earnings report released Saturday.

S&P

CNBC: Investing

JUNE 26, 2025

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. "A more stable economic backdrop and the recent rebound in the U.S. By now, the S & P 500 has recovered most of its losses since its low of the year back on April 8. Analysts' consensus price target implies upside of 35%.

S&P

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. deal volume fell by 13% in Q1 , consumer sentiment fell by more than 30% since December , and inflation expectations are now higher. And now tariffs are threatening to derail everything.

Valuation

CNBC: Investing

JUNE 9, 2025

RH's premium branding and positioning as a luxury lifestyle curator insulate it from discount-driven competitors, and appeal to high-income consumers who are theoretically resilient to economic slowdowns. Although affluent consumers may not need to curb spending during economic downturns, that does not mean that they won't.

Retail

CNBC: Investing

JUNE 19, 2025

Regional Performance : China sales declined 17% year-over-year, a significant drag due to economic slowdown and concerns about job security. Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). The at-the-money June 27th $60 strike straddle is approximately $5.70 Nike Direct : $4.7

S&P

CNBC: Investing

AUGUST 3, 2025

Last quarter: SMCI issued weak guidance, citing " economic uncertainty and tariff impacts." Take a look at CNBC Pro's breakdown of what to expect in this week's key reports. All times are ET. Tuesday Pfizer is set to report earnings before the bell. A call is scheduled for 10 a.m. However, the stock averages a 2.3%

Business

CNBC: Investing

JULY 21, 2025

"This demand has prompted increased capital investment, leading to more bond issuance and, in turn, more appealing valuations," she said. Lastly, Vanguard is overweight asset-backed securities (ABS), preferring higher-quality issuers and sectors that have proven track records though multiple economic cycles.

Investment

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. However, the decline in traditional alcohol consumption may be exaggerated. The company's $1.2

Trading

CNBC: Investing

JUNE 27, 2025

On top of that, current valuation levels could signal the market may be getting ahead of itself. large caps therefore requires believing that we can get to 1999-type valuations," they wrote. Even still, current valuations reflect a full glass of optimism." trading partners would be announced soon.

S&P

CNBC: Investing

JULY 10, 2025

Health care is a non-cyclical sector, offering stability during economic uncertainty. How to profit if it does Tony Zhang This energy stock is trading near its lowest valuation on record. It has also underperformed by 23.7% since the recent "liberation day" tariff-induced lows on April 8. Click here for the full disclaimer.

Trading

CNBC: Investing

JUNE 21, 2025

Shares of Nvidia have risen 5% year to date, but Woods said that there's still more room to go. "It got through the tariffs, and now price action is telling us that it wants to go higher. Once this stock breaks 150 and closes above there, I think it's poised to have a great second half run," he said.

Investors

CNBC: Investing

JUNE 24, 2025

However, even after the deadline and if tariffs once again make headlines, Bank of America's Li doesn't anticipate the bond market will revisit peak yields, largely due to the changing economic outlook. For one, macroeconomic uncertainty has set both absolute and relative valuations at attractive levels, he said.

Investment

CNBC: Investing

JULY 22, 2025

"We still believe USDC can be an integral part of the financial system; however, we're more cautious towards CRCL's long-term economics than its $53bn valuation implies." But while this legislation is a positive for the crypto industry, Engle believes it will Circle will be under pressure in the short term.

Media

CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. Analyst David Roman initiated coverage of Omada Health with a buy rating and 12-month price target of $29.

Media

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer.

Investment Banking

Sun Acquisitions

JUNE 9, 2025

After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks. Yet creating a consistently profitable business is only step one.

Manufacturing

CNBC: Investing

JULY 2, 2025

"Quantum computing is in its infancy but remains one of the most highly coveted technical milestones with enormous economical implications," Jensen wrote to clients in a Tuesday note. To be sure, Jensen acknowledged that quantum stocks have quickly risen and have valuations that are disconnected to any near-term business forecast.

Stock

Francine Way

JULY 10, 2017

The core element of M&A is company valuation. Strategy, due diligence, financing, purchase price, and buyer-seller alignment all revolve around valuation and the enterprise value for the buyer and the seller. Valuation focuses on two questions: 1. It is no different in M&A. It drives prices, ROI, and financing.

Valuation

Francine Way

JULY 11, 2017

Just as any home appraiser or credit officer does before going through the analytical exercise to produce a score for a home or a borrower, valuation professionals go through several steps of preparation before the actual exercise of producing a number that can be used as a value of a company.

Valuation

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

JD Supra: Mergers

JULY 12, 2023

And while 2021’s M&A volume was spectacular, its exponentially increasing valuations, rising stock prices, low interest rates, and post-pandemic economic recovery turned into. M&A market alone exceeded $2 trillion in 2021 – a staggering figure that crushed (by nearly 30%) the then-existing record established in 2015.

Mergers

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. After the pandemic, we have re-focused on the UK’s future economic growth as we deliver against our new strategic objectives from 2023/24.

Banking

Sun Acquisitions

MAY 17, 2024

From changes in trade policies to currency fluctuations, global economic trends profoundly impact the buying and selling of businesses. Tariff wars, trade agreements, and geopolitical tensions can disrupt supply chains and alter market dynamics, directly impacting the valuation and attractiveness of businesses.

Mergers and Acquisitions

The M&A Lawyer

OCTOBER 26, 2015

He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth.

Private Equity

How2Exit

OCTOBER 30, 2023

He discusses the challenges of the search process and the importance of understanding valuation and deal structure. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate. rn Understanding valuation and deal structure is crucial in the search fund process. That's right."

Capital

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A