Focus Investment Banking

JULY 8, 2025

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our extensive experience working opposite private equity acquirers tells us that a structured process is best. Our healthcare services clients (e.g.,

Healthcare 52

Healthcare Investment Banking Negotiation Financial Statement 52

CNBC: Investing

JUNE 6, 2025

"Our research shows that call buying around analyst days has been a systematically profitable option buying strategy over the past 25 years. HUM YTD mountain Shares of Humana have retreated in 2025. Humana , which has an investor conference on June 16, was also included in that group.

Stock 52

Stock Investors Media Investment 52

Sun Acquisitions

JULY 7, 2025

Strengthening Diversity, Equity, and Inclusion (DEI) M&A can serve as a platform to promote DEI within organizations and beyond. Additionally, companies can use M&A to align their workforce with a shared purpose, fostering a sense of belonging and pride in contributing to positive social outcomes.

M&A 69

M&A Mergers and Acquisitions Mergers Economics 69

PCE

FEBRUARY 19, 2025

Understanding the role of carried interest in private equity, real estate, and hedge funds. Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

Valuation 52

Valuation Private Equity DCF Investment Manager 52

Growth Business

FEBRUARY 10, 2025

Bring in a board member Explore bringing on a non-executive director with expertise in a particular area, said Michael Goodwin, co-founder at Jigsaw Equity. Building a community around your brand encourages customers to share experiences, extending your reach, said Rogers. Creators can build substantial incomes from course sales alone.

Business 64

Business Finance Finance Accountant 64

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Ensure equity contributions—whether monetary or through expertise—are accurately reflected.

Business 52

Business Profitability Debt Negotiation 52

Lake Country Advisors

JULY 17, 2025

This is when a larger company, often backed by private equity or already operating in a particular space, acquires a smaller, related business to support or expand its existing operations. Operational overlap creates synergy: If the businesses share suppliers, processes, or backend systems, buyers can reduce costs and improve efficiency.

Acquisitions 40

Acquisitions IT Business Private Equity 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

Lake Country Advisors

JUNE 11, 2025

Stock Sale: Selling the Entire Company as a Package In a stock sale, the buyer purchases your ownership shares, taking over the business as a whole. What your company does, how it earns revenue, and the type of assets or obligations it holds will influence which deal format is more practical and more profitable.

Sale 52

Sale Business Stock Broker 52

CNBC: Investing

JUNE 17, 2025

In addition, a cackle of analysts scrambled to reconfigure their bullish 2025 S & P 500 price targets substantially lower after a nearly 20% acute drop in the benchmark equity index. More In Options Investing Pro How to profit through options if this oil spike proves short-lived Jeff Kilburg The political tide in Brazil is changing again.

S&P 71

S&P Trading Investment Stock 71

iMerge Advisors

APRIL 13, 2025

full sale, recapitalization, growth equity) This section should be concise but compelling it sets the tone for the rest of the document. Market Opportunity Industry landscape and trends Target customer segments Competitive positioning and market share Growth drivers and barriers to entry Use data to support your claims.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Lake Country Advisors

MAY 9, 2025

A clear sense of your company’s market position shapes your negotiation tactics and marketing campaigns since buyers typically seek stable revenue, consistent profits, and a clear growth strategy. Whether your firm fits in this category can affect how you approach potential buyers, from strategic acquirers to private equity groups.

Middle Market 52

Middle Market Business Broker Sale 52

CNBC: Investing

JULY 13, 2025

As the second half gets underway, the firm's co-head of Americas equities research Pedro Martins Junior surveyed JPMorgan's top-ranked U.S. equity research analysts to find their "most compelling structural and tactical short ideas" for the rest of 2025. Tesla shares are down nearly 22% year to date.

S&P 137

S&P Stock Valuation Media 137

Financial Times - Banking

JULY 16, 2025

Complete digital access to quality FT journalism on any device. Pay a year upfront and save 20%. © THE FINANCIAL TIMES LTD 2025.

Investment Banking 100

Investment Banking Profitability Investment Bank 100

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation.

Retail 62

Retail Trading Stock Shares 62

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. All of this combines to lead toward perhaps the biggest benefit of specialization or maybe the second biggest benefit behind proper and safe repairs and that is increased profitability.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 16, 2025

With the "old school" traditional playbook of defensive stocks like consumer staples, pharmaceuticals and telecoms is "broken," Trivariate Research has identified several ways investors can get defensive — including dividend-paying equities. Shares have climbed even higher since that time, closing at $478.87

Stock 69

Stock S&P Portfolio Investment 69

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Intensifying competition: Heightened competition from Chinese EV manufacturers, has led to market share losses and forced price cuts.

Trading 96

Trading S&P Stock Profitability 96

Software Equity Group

JUNE 25, 2025

Financials Examining backlogged revenue, audited financials, balance sheets, cash flow, profit and loss statements, and business expenses are included here. Custom solutions in the customer base as well as third party software packages will also need to be shared here. need to be compiled and shared.

M&A 52

M&A Business Architecture Accountant 52

CNBC: Investing

JUNE 26, 2025

We were surprised to find out it was the iShares Core MSCI Emerging Markets ETF , more commonly known as IEMG (Disclosure: we own this for client accounts at Ritholtz Wealth Management): Up until recently, the emerging markets equity asset class has been fast asleep, but now, as you can see, it's waking up. Until now. gross margin and 1.9%

Stock 58

Stock Investors Investment IT 58

Focus Investment Banking

JULY 7, 2025

share secrets of their success with Gain Traction Podcast Host Mike Edge. He shares his leadership principles, anecdotes from his time at Monro and actionable advice for shop owners looking to grow, sell or survive in today’s competitive market. Joe Tomarchio Jr.

Private Equity 52

Private Equity Business Shares Investment Banking 52

CNBC: Investing

JUNE 11, 2025

per share on revenue of $15.59 Shares of the tech company have gained more than 7% this year. While they stood by their current ratings of Oracle stock, several boosted their price targets on shares heading into the print. The cloud company is expected to earn $1.64 billion, LSEG said.

IT 100

IT S&P Stock Shares 100

CNBC: Investing

JUNE 9, 2025

I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week.

Healthcare 60

Healthcare Stock S&P Pharmaceutical 60

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

Private Equity 147

Private Equity Equities Debt Investment 147

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

OfficeHours

JUNE 6, 2023

Private equity firms play a significant role in the global financial industry, and their presence is particularly pronounced in New York City. Job Creation and Economic Growth: Private equity firms in New York City contribute to job creation and economic growth through their investment activities.

Private Equity 147

Private Equity Economics Equities Capital 147

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Valuation 147

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). If growth and sale are not part of your plan, then an equity raise is not the right choice for you.

Finance 110

Finance Finance Equities Business 110

OfficeHours

JUNE 13, 2023

Written by an OfficeHours Top Buyside Coach The presence of private equity firms in New York City contributes to its status as a global financial center by attracting talent, fostering innovation, and driving economic prosperity.

Private Equity 130

Private Equity Economics Equities Middle Market 130

Growth Business

OCTOBER 25, 2024

By Michael Goodwin on Growth Business - Your gateway to entrepreneurial success Many entrepreneurs’ burning question when considering investment for growth is how much equity to give away. In my experience, with eight years as a mid-market M&A advisor, SMEs traditionally trade for between four and seven times their profitability.

Equities 98

Equities Investment Private Equity Valuation 98

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

Sun Acquisitions

MARCH 8, 2024

In business acquisitions , the right equity partner can be the key to unlocking growth, innovation, and success opportunities. Equity investment, when done strategically, not only provides the capital needed for acquisitions but also brings valuable expertise, networks, and resources to the table.

Profitability 59

Profitability Equities Business Acquisitions 59

Business Standard - FInance

JULY 3, 2023

If an investor holds shares or mutual funds for over a year, the profits are long-term capital gains

Capital 98

Capital Equities Profitability Funds 98

How2Exit

OCTOBER 8, 2023

rn Summary: Kevin McArdle, CEO of Big Band Software, shares his journey from being a high school math teacher to becoming a successful entrepreneur in the software industry. rn Big Band Software focuses on acquiring profitable and growing B2B SaaS businesses. They could benefit from our expertise and ownership.

Profitability 130

Profitability Portfolio Mergers and Acquisitions M&A 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 Models 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

Midaxo

AUGUST 16, 2023

Examples of earnouts and incentives include: Performance based earnouts – Key individuals may be offered additional compensation or earnout payments based on predefined financial targets, such as revenue growth, profitability, or market share. Q: What do you find is the best governance model particularly with small acquisitions?

Acquisitions 246

Acquisitions Government M&A Management 246