Mergers and Inquisitions

JANUARY 8, 2025

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. If you have moderate to high risk tolerance, I might recommend something like this: Equities: 80% (mostly U.S.

Investment 59

Investment Portfolio S&P Trading 59

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. The key questions that corporate finance teams answer also vary.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JULY 19, 2025

Stock Market Value : $19.98B ($81.93 per share) Stock Chart Icon Stock chart icon Global Payments in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. billion and Issuer Solutions at $13.5

Shares 52

Shares IT Mergers and Acquisitions Management 52

Sidley Shareholder Litigation

NOVEMBER 20, 2024

And although fraud claims arising out of M&A transactions often are brought against sellers, the decision also offers an example of how those claims can be brought against purchasers, particularly in transactions using stock consideration.

M&A 52

M&A Stock Private Equity Equities 52

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 Banking Bank 64

iMerge Advisors

APRIL 15, 2025

Why Open Source Raises Red Flags in M&A Buyers particularly strategic acquirers and private equity firms are increasingly cautious about open-source software (OSS) usage. See: Asset versus Stock Sale ) Reps and Warranties: Expect detailed reps around OSS usage, license compliance, and IP ownership.

M&A 40

M&A Acquisitions Valuation Sale 40

CNBC: Investing

JULY 17, 2025

For instance, Empower announced in May that it would provide exposure to private equity, private credit and private real estate through collective investment trusts – that is, pooled funds that are available to individual investors only through retirement plans. "Mgmt. All Rights Reserved.

Stock 78

Stock Asset Management Investment Management 78

CNBC: Investing

JUNE 18, 2025

An evolution of the 60/40 allocation How advisors implement alternatives in their practices will vary, but they tend to see it as a complement to investors' asset allocation – rather than a complete overhaul of the split between stocks and bonds. Market Neutral Anti-Beta Fund (BTAL) and the Clough Hedged Equity ETF (CBLS).

S&P 90

S&P Portfolio Investment Funds 90

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. Some private equity, venture capital, and startup professionals also make their way into Strategic Finance, but it depends heavily on the industry and company stage.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

CNBC: Investing

JULY 14, 2025

There are seven companies on our Best Stocks in the Market list reporting this week. BlackRock (BLK) , Interactive Brokers (IBKR) and Netflix (NFLX) are all strong stocks at interesting inflection points. Josh — Earnings season is super annoying for trend-following investment strategies. earnings power amidst a myriad of risks.

Stock 123

Stock Trading S&P Investment 123

Global Newswire by Notified: M&A

JUNE 25, 2025

Effective today, Landsea Homes’ common stock has been delisted from NASDAQ. per share in cash for each share of Landsea Homes’ common stock they owned, without interest and less any applicable withholding taxes. Landsea Homes shareholders are receiving $11.30

Corporation 40

Corporation Acquisitions Investors Asset Management 40

CNBC: Investing

JULY 14, 2025

In light of the breakup rumors at Kraft Heinz, some analysts are highlighting the increased risk of Berkshire selling the stock. Berkshire owns about 27% of Kraft Heinz, its eighth-biggest equity holding as of the end of March. KHC ALL mountain Kraft Heinz since 2015 The stock has been a laggard for Berkshire, however.

IT 130

IT Stock Media Investment 130

Sun Acquisitions

JANUARY 8, 2025

This is music to the ears of strategic acquirers and private equity firms. Private equity buyers who are after targets with stable cash flows and growth potential. Stock sales occur when buyers purchase the entire company, including liabilities. The terms of the deal are also critical.

Business 105

Business IT Sale Valuation 105

CNBC: Investing

JULY 2, 2025

Do this instead Published Wed, Jul 2 2025 3:28 PM EDT Updated 4 Hours Ago Michelle Fox @MFoxCNBC WATCH LIVE With the stock market near record highs, investors may be itching to go all in — but the last thing they should be is reactionary, according to financial advisors. McClanahan likes passive index funds for equity allocations.

Stock 107

Stock S&P Portfolio Equities 107

CNBC: Investing

JUNE 9, 2025

Its Falcon XDR technology is incorporating AI, remote work continues to be a tailwind to the stock," said Sissel. Worldwide Exchange pick: Mexican stocks Alastair Pinder, head of emerging markets at HSBC, said U.S.-China I think the smaller cap and mid cap stocks that have not participated in this year will come back."

Trading 66

Trading Stock Media Investment 66

TechCrunch: M&A

JUNE 30, 2025

vLex, which was largely bootstrapped until it was purchased by private equity firm Oakley Capital in 2022, has been a highly sought-after asset, according to Jack Newton, CEO and founder of Clio. billion in 2021 to $3 billion.

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Mergers and Acquisitions CFA Acquisitions Media 223

Focus Investment Banking

JUNE 30, 2025

2025 Dental Transactions Update As of June 2025, our research shows approximately 130 private equity backed DSOs operating across the dental services landscape – more than in any other healthcare vertical. DSO Creation Private equity investment in dental practices began in the 1990’s when the first DSOs sought outside investors.

Private Equity 52

Private Equity Healthcare Equities Investment 52

JD Supra: Mergers

OCTOBER 10, 2024

Preferred stock is a key financing instrument in the world of private equity (PE) and venture capital (VC), frequently used to balance the interests of investors and founders. By: DarrowEverett LLP

Stock 286

Stock Private Equity Finance Finance 286

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

Private Equity 147

Private Equity Equities Debt Investment 147

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 315

Private Equity Acquisitions Public Trading Valuation 315

OfficeHours

AUGUST 9, 2023

To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). Strategic thinking skills are essential.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

JD Supra: Mergers

JUNE 3, 2024

Stronger stock market performance bodes well for exit conditions in Japan’s rapidly maturing PE space - Interested observers have long anticipated the “arrival” of Japan’s private equity market. As the world’s fourth-largest economy after the US, China and Germany, the country has no shortage of companies.

Private Equity 283

Private Equity Stock Equities Business 283

Focus Investment Banking

JULY 16, 2025

Losses were broad-based, with all of the companies in the sub sector trading in negative territory over the past three months.Cable One was the hardest hit as its stock shed nearly half of its value, but Altice and WOW also experienced losses of 19.5% The Residential Provider sub sector suffered an even steeper decline as it plummeted 18.7%

S&P 52

S&P M&A Business Acquisitions 52

CNBC: Investing

JULY 27, 2023

Pete Stavros, co-head of global private equity at KKR, is a key champion of instilling employee stock ownership programs in all the companies the firm buys.

Private Equity 98

Private Equity Equities Stock 98

OfficeHours

JUNE 30, 2023

Are you preparing for upcoming private equity interviews? If so, understanding the mechanics of a leveraged buyout is paramount… Paper LBOs are an important part of any private equity interview. To go from equity value to enterprise value, add the net debt (debt minus cash) of the company to equity value.

Private Equity 130

Private Equity Equities Debt Recruitment 130

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

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

Benchmark International

MARCH 8, 2024

Private Equity (PE) or Private Equity Groups (PEGs) combine large amounts of capital from various sources and directly invest it in private companies or the buyout of public companies (resulting in the delisting of public equity from the stock exchange).

Private Equity 64

Private Equity Equities Capital Stock 64

The Guardian: Mergers & Acquisitions

AUGUST 9, 2024

Board members of the FTSE 100 company recommended the £11.40-a-share a-share offer, which requires shareholder approval.

Private Equity 111

Private Equity Investment Equities Stock 111

The New York Times: Mergers, Acquisitions and Dive

JANUARY 28, 2024

The buyout giant KKR pioneered a model of granting ownership stakes to employees at portfolio companies. Now it wants the approach to spread.

Private Equity 124

Private Equity Equities Portfolio Shares 124

CNBC: Investing

OCTOBER 20, 2023

Wall Street analysts are recommending investors scoop up shares of Blackstone after a sharp decline Thursday.

Private Equity 117

Private Equity Equities IT Investors 117

The Guardian: Mergers & Acquisitions

APRIL 17, 2023

THG’s share price jumped by 34% on Monday morning to 88p, having reached 97p in earlier trading, after it revealed the approach in a statement to the stock market. THG’s share price jumped by 34% on Monday morning to 88p, having reached 97p in earlier trading, after it revealed the approach in a statement to the stock market.

Private Equity 71

Private Equity Equities Shares Retail 71

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

MergersCorp M&A International

AUGUST 9, 2024

The world of finance is often daunting, especially for those unfamiliar with the intricacies of investment vehicles like hedge funds and private equity. Private Equity : Private equity refers to investment funds that invest directly in private companies or buy out public companies to delist them from stock exchanges.

Private Equity 52

Private Equity Equities Funds Investment 52

JD Supra: Mergers

JUNE 9, 2023

The late-2022 rally in stock markets could have been expected to dampen the appetite for take-privates in private equity (PE) circles. Public-to-private (P2P) transactions show few signs of slowing any time soon following another busy few months. However, that did not seem happen. By: White & Case LLP

Private Equity 136

Private Equity Equities Stock Business 136

OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Many first-year (and some second-year) analysts are unsure if private equity should be their next step.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

TechCrunch: M&A

JULY 25, 2023

The news comes four years after private equity giant Thoma Bravo acquired Imperva for $2.1 billion, taking the San Mateo-based company private eight years after it had gone public on the New York Stock Exchange (NYSE).

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Securities Acquisitions Private Equity Accountant 243