Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Timing Factors Economic cycles have a significant impact on business sales. In periods of economic growth, businesses generally perform better, making them more attractive to potential buyers.

Business 96

Business Sale Negotiation Broker 96

Wall Street Mojo

JANUARY 17, 2024

Smart planning and the use of specialized services where the internal management lacks the knowledge help utilize the best procedures available and better use the government’s provisions. Utilizing the income tax benefit and other such benefits is essential to make the funds available for the best utilization.

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

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. can retain operational utility far beyond their depreciated value.

52

52

Lake Country Advisors

SEPTEMBER 23, 2024

From a market perspective, favorable economic trends, strong industry demand, and a competitive selling landscape can significantly enhance the value of a business. Employ Financial Analysis Tools : Utilize tools like trend analysis and ratio analysis to gain deeper insights into your business’s performance over time.

Business 52

Business Sale Economics Profitability 52

Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions Acquisitions Economics 52

Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions Acquisitions Economics 52

OfficeHours

JULY 18, 2023

How I bought an apartment, funded business school, and still had fun in the midst of difficult economic times When it comes to timing the market and getting that anticipated bonus you’ve worked hard all year for, I couldn’t have gotten unluckier. I started my career in 2014 as an investment banking analyst in an oil & gas coverage group.

Investment Banking Analyst 130

Investment Banking Analyst Funds Recruitment Investment Banking 130

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. The other variable that goes into valuation is the multiple these buyers will use.

Private Equity 52

Private Equity Valuation Food Equities 52

Wall Street Mojo

JANUARY 15, 2024

Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Its value indicates how much of an asset’s worth has been utilized. Start Learning Now How to Read Balance Sheet Assets?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Lake Country Advisors

JANUARY 3, 2025

Resilience in Economic Uncertainty Technology companies have shown remarkable adaptability during periods of economic volatility. These attributes contribute to strong valuations, driving increased interest in technology M&A opportunities. Maximized resource utilization, enabling higher profit margins.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. To start, your company should have strong unit economics and maintain a balance between growth and profitability. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations.

M&A 52

M&A Private Equity Valuation Equities 52

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. To start, your company should have strong unit economics and maintain a balance between growth and profitability. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations.

Sale 52

Sale Private Equity Valuation M&A 52

Sica Fletcher

JUNE 20, 2024

It used to be the case that insurance agencies and brokerages did not have the assets required for PE firms to utilize an LBO transaction, thus limiting their presence in the insurance M&A buyer space. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market.

M&A 52

M&A Insurance Valuation Equities 52

The TRADE

JULY 28, 2023

This swift action helped them witness falling core inflation over the last five months, giving them a head start in managing this economic challenge compared to the developed world. Within industries, utilities and pipelines are preferred due to their transparent, long-dated cash flow streams.

Debt 52

Debt Investors Economics Trading 52

Wall Street Mojo

JANUARY 17, 2024

Further, statement of cash flow analysis is essential for corporate planning in the short run Short Run A Short Run in economics refers to a manufacturing planning period in which a business tries to meet the market demand by keeping one or more production inputs fixed while changing others.

Accountant 98

Accountant Finance Finance Profitability 98

Mergers and Inquisitions

APRIL 19, 2023

Sometimes, it’s in the broad “Natural Resources” group, but it could also be in Industrials , Renewables, or even Power & Utilities. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). The metals & mining team’s classification varies based on the bank.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Software Equity Group

FEBRUARY 5, 2024

Simple bridges like those above can provide very valuable insight into how well a company is performing overall, how effective the sales and marketing team is in bringing in new customers, how well a company is retaining customers, and how existing customers are utilizing the solution.

M&A 52

M&A Valuation IT Utilities 52

Cooley M&A

MAY 5, 2020

In Salladay, the court found that a conflicted transaction not involving a controlling shareholder can only be cleansed under Trados II if the ab initio requirement from MFW jurisprudence has been satisfied – meaning that the special committee must be established prior to any substantive economic discussions taking place. Timing is Key.

Negotiation 40

Negotiation Mergers and Acquisitions Utilities IT 40

Software Equity Group

MAY 2, 2023

SaaS leaders usually understand this, but they are often less clear on how to create a strong GTM that, in turn, improves valuation. Slice and dice your customer base every which way you can, by demographics, geographics, psychographics, behaviors, needs, and economic values.

Business 52

Business Sale Valuation Accountant 52

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Utilize PEST analysis to assess political, economic, social, and technological factors. The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

FineMark

APRIL 13, 2023

Investment Themes In our prior letter, we reviewed investment themes including deglobalization, the end of zero-interest-rate policies, tepid economic growth, and the end of the current rate-hiking cycle. Its economic effect will also be deflationary. These two factors paint a valuation picture that is less attractive than it had been.

Banking 52

Banking Bank Investment Economics 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. rn Concept 5: Sales Leaseback Benefits Real Estate rn Sales leaseback is a real estate strategy that has been utilized by big companies for a long time, but it is now gaining popularity among acquisition entrepreneurs.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Solganick & Co.

NOVEMBER 15, 2023

Furthermore, EBITDA is often utilized in the context of mergers and acquisitions, as it offers a standardized measure of a company’s earnings potential, disregarding non-operational elements that could cloud the assessment of its intrinsic value.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

M&A Leadership Council

JUNE 18, 2024

Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Utilize PEST analysis to assess political, economic, social, and technological factors. The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Software Equity Group

OCTOBER 31, 2023

Such practices position you for a robust exit strategy and a higher valuation. Financial models offer a transparent view of a company’s current position and future potential, which in turn helps determine valuation and reassures investors that the company’s growth objectives align with their investment goals.

Financial Modeling 52

Financial Modeling Financial Models Business Profitability 52

Software Equity Group

SEPTEMBER 26, 2023

Previously, we delved into the significance of Net ARR Retention and the compounding effect it has on SaaS company performance and valuations. This is where gross retention offers better insight into a company’s ability to withstand challenging economic circumstances. This time, we’ll discuss gross retention vs. net retention.

M&A 52

M&A Investors Sale IT 52

Wall Street Mojo

FEBRUARY 9, 2024

In addition, many potential buyers seek the LLM for acquisition targets as it reduces competition and allows them to expand in the market with cost reduction and utilization of resources. Such firms enjoy high growth rates and play a vital economic role. In 2022, the company generated an annual revenue of $9 million.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. Novartis announced plans to spin off its generics and biosimilars division into a publicly traded stand-alone company.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. We believe many of these counter balances are nearing an end, and the economic impacts of the Fed’s policy, which are always felt on a lagged basis, will begin to manifest on Main Street soon.

S&P 52

S&P Investment Portfolio Corporation 52

Software Equity Group

MARCH 7, 2024

Their platform is also utilized for direct-to-consumer lending in Australia, processing over 35,000 loans weekly with a dedicated team of fewer than 40 employees. Time and again, she has demonstrated this skill in recent years, earning her well-deserved acclaim. This is part of a large move towards leveraging pricing for community good.”

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Their platform is also utilized for direct-to-consumer lending in Australia, processing over 35,000 loans weekly with a dedicated team of fewer than 40 employees. Time and again, she has demonstrated this skill in recent years, earning her well-deserved acclaim. This is part of a large move towards leveraging pricing for community good.”

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Their platform is also utilized for direct-to-consumer lending in Australia, processing over 35,000 loans weekly with a dedicated team of fewer than 40 employees. Time and again, she has demonstrated this skill in recent years, earning her well-deserved acclaim. This is part of a large move towards leveraging pricing for community good.”

Management 52

Management Collaboration IT Business 52

How2Exit

MAY 27, 2024

rn rn rn Importance of Due Diligence: Buyers should approach acquisitions carefully, utilizing advisors, accountants, and attorneys to ensure a secure transaction. rn rn rn Navigating E-commerce Valuations: A Seller's Guide rn The valuation of an e-commerce business is both an art and a science. Great investment."

Business 130

Business Mergers and Acquisitions Valuation M&A 130

InvestmentBank.com

MAY 26, 2021

Debt Markets Prior to COVID-19, some analysts and debt underwriters encouraged debt issuers to exercise caution after the tenth straight year of economic expansion [1]. Simultaneously, other special situation funds ballooned as institutions sought to hedge against losses amid the new market and economic turmoil.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Cooley M&A

JANUARY 20, 2022

Midsize pharmaceutical buyers pursuing opportunistic acquisition strategies, with robust capital markets and high valuations having limited the pool of attractive assets available in recent years. These players have looked further afield to add new capabilities and pipeline assets. DeSPAC transactions also hit an all?time

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40