iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Buyer Access: The best advisors maintain active relationships with strategic acquirers, private equity firms, and family offices not just a database of names.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Buyer Access: The best advisors maintain active relationships with strategic acquirers, private equity firms, and family offices not just a database of names.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may have more options in certain groups, such as Treasury.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. 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.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

How2Exit

DECEMBER 2, 2024

With extensive experience across private equity, business turnarounds, and a creative approach to consulting for equity, Jamie has demonstrated a unique ability to transform underperforming companies into successful ventures.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. IB is all about deals , while ER is all about coverage.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Team Valuations – This may sound circular, but the fact that sports valuations have skyrocketed over the past few decades has created more deal activity.

Investment Banking 106

Investment Banking Banking Bank Investment 106

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. The Strategic Finance team may still contribute to preliminary work, such as screening add-on acquisition candidates, but they’re unlikely to work on entire deal processes.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. You could argue that changing policies such as tariffs will lead to more deals as companies modify their supply chains via acquisitions.

Valuation 64

Valuation Finance Finance Trading 64

Focus Investment Banking

JANUARY 10, 2025

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

TechCrunch: M&A

JUNE 30, 2025

The announcement comes about a year after Clio’s massive $900 million funding round, which nearly doubled the Vancouver, British Columbia-based company’s valuation from $1.6 The acquisition comes shortly after Harvey announced a partnership with LexisNexis , aiming to enrich Harvey’s AI with LexisNexis data.

Mergers and Acquisitions 221

Mergers and Acquisitions CFA Acquisitions Media 221

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions. based REITs record Depreciation).

Investment Banking 59

Investment Banking Bank Banking Investment 59

TechCrunch: M&A

OCTOBER 17, 2024

Website builder Squarespace is no longer a publicly traded company, after private equity firm Permira procured all remaining common stock in the firm. Permira first revealed plans to acquire Squarespace back in May, offering shareholders in the NYSE-traded company $44 per share — this equated to an equity valuation of $6.6

Private Equity 311

Private Equity Acquisitions Public Trading Valuation 311

JD Supra: Mergers

JUNE 18, 2024

Accounting firm mergers and acquisitions (“M&A”) are blossoming due to strong recurring revenue models, a great record of organic growth over three decades, light asset investment requirements, and economic recoveries and growth worldwide following the pandemic. These factors have created the opportunity for industry consolidation.

Accountant 172

Accountant Advisory Mergers Valuation 172

TechCrunch: M&A

JULY 18, 2024

Canadian private equity firm PartnerOne paid $28.2 million for HeadSpin, a mobile app testing startup whose founder was sentenced for fraud earlier this year, according to documents viewed by TechCrunch. The fire sale was reported by TechCrunch last week.

Private Equity 296

Private Equity Valuation IT Capital 296

Francine Way

JUNE 22, 2020

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks.

Private Equity 130

Private Equity M&A Insurance Equities 130

OfficeHours

JULY 18, 2023

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity. There are a few reasons.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

JD Supra: Mergers

MAY 23, 2024

As applications and use cases for digital assets and their blockchain infrastructure grow and become more sophisticated, investments and valuations for businesses in these areas have grown as well. The growing number of opportunities have attracted a diverse group of investors and lenders.

Financial Institution 192

Financial Institution M&A Business Investment 192

How2Exit

MAY 6, 2024

b' E210: Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return - Watch Here rn rn About the Guest(s): rn Dan Taylor is an experienced professional specializing in real estate strategies that set him apart from conventional practices. then sell those businesses without the real estate."

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

Align Business Advisory Services

AUGUST 6, 2024

When evaluating offers, business owners exploring exit strategies are increasingly encountering the concept of rollover equity, as buyers and sellers look for innovative ways to bridge valuation gaps and structure mutually beneficial deals. Definition and Advantages Rollover.

Equities 98

Equities Business Valuation IT 98

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.

Private Equity 130

Private Equity M&A Equities Book-building 130

How2Exit

OCTOBER 30, 2023

He has a background in running and growing businesses, with experience in equity partnerships and international operations. He discusses the challenges of the search process and the importance of understanding valuation and deal structure. rn Understanding valuation and deal structure is crucial in the search fund process.

Capital 130

Capital Business Acquisitions Shares 130

Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.” They over-complicated the financial model (e.g.,

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Sun Acquisitions

APRIL 7, 2022

Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. CSI is owned by private equity firm Argosy Capital based in Wayne, PA. Through the confidential marketing of the business, Sun Acquisitions generated nearly 100 interested buyers, which led to multiple bids for AMIC to its previous ownership group.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

TechCrunch: M&A

JULY 31, 2023

The deal is interesting because of its size, but we’re more interested in the insight it provides on the current state of the tech landscape as it pertains to valuations. New Relic’s $87-per-share sale price gives it a valuation that’s less than seven times its current run-rate revenue.

Sale 230

Sale Valuation IPO Shares 230

How2Exit

AUGUST 2, 2023

With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. rn Summary: rn Kurt Stein discusses the role of technology, specifically artificial intelligence (AI), in mergers and acquisitions. Let's dive in.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Mergers and Inquisitions

MAY 15, 2024

Private equity value creation came on my radar a few years ago when I noticed something: Even though traditional PE deal roles were not doing well, “operational” or “value creation” teams still seemed to be recruiting. What Does the Private Equity Value Creation Team Do in Real Life? Why is PE Value Creation Suddenly “Hot”?

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. Today, we will delve into the intricate art and science of valuation, exploring its various components and purposes.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Focus Investment Banking

SEPTEMBER 19, 2024

For buyers, who rely heavily on debt financing to fund acquisitions, a rate cut—especially one larger than expected—creates immediate opportunities. Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

Sun Acquisitions

APRIL 26, 2024

Mergers and acquisitions (M&A) have long been strategic maneuvers for companies seeking growth, market dominance, or increased efficiency. On the flip side, if the merger generates synergies and increased profitability, debt financing can yield substantial rewards, as debt is often lower than equity.

Mergers and Acquisitions 59

Mergers and Acquisitions Finance Finance Mergers 59

How2Exit

JULY 23, 2023

Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. Corporate acquirers have advantages in terms of trust and the ability to execute acquisition strategies. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

M&A 130

M&A Mergers and Acquisitions Mergers Acquisitions 130

Sun Acquisitions

OCTOBER 4, 2024

In the dynamic world of mergers and acquisitions (M&A), a deal’s tax implications can significantly influence its value and attractiveness. An increase in capital gains taxes can directly and profoundly impact the valuation of M&A transactions.

Mergers and Acquisitions 59

Mergers and Acquisitions Capital Mergers Acquisitions 59

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. And by less risk, that means they're willing to pay more."

Sale 130

Sale Business Mergers and Acquisitions Valuation 130