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 can get the full details there, but the short version is that tariffs are very bad for companies, valuations, and deal activity, no matter what happens. I guess traders and restructuring bankers might benefit?

Valuation

CNBC: Investing

JUNE 19, 2025

Based on alternative data, sales trends, and inventory metrics, Nike faces a challenging near-term outlook as it approaches its fiscal Q4 2025 earnings report next week on June 26. billion, down 12% YoY, driven by a 15% drop in digital sales and a 2% dip in store sales. as I write this, or 9.5% of the current stock price.

S&P

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. They’re doing $3,000,000 in sales at a 10% EBITDA profitability margin. I promise it has a happy ending of a story.

Private Equity

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. STZ trades at a price-to-sales (P/S) ratio of approximately 3.5, DISCLOSURES: None.

Trading

Software Equity Group

JULY 2, 2025

Founders may be able to raise more capital later at higher valuations, sell additional equity down the road, or buy out the minority investor depending on the deal structure. Having drag-along rights in place can prevent a logjam where minority investors hinder a sale that’s in the best interests of the organization.

Investment

Lake Country Advisors

JULY 31, 2025

For small and mid-sized business owners, it can mean the difference between a rushed sale and a well-timed, profitable transition. After all, those are the companies you usually hear about in the news when a sale or acquisition happens. Prepare for Unexpected Events Even with the best plan, life has a way of happening.

Business

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. Understanding the value of what you’ve built is an essential early step in the sale process. They may also face obsolescence in the event of new innovations. How Do I Value My Business?

Manufacturing

Global Newswire by Notified: M&A

JULY 31, 2025

The total pre-money valuation of the Company’s completed July transactions is $20 million. Revenue generation will be driven by premium subscriptions, in-app advertising, merchandise sales, and gamified challenges. The Transaction marks SEGG Media’s second completed acquisition in July following the earlier acquisition of Concerts.com.

Media

How2Exit

AUGUST 19, 2024

E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale - Watch Here About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. “Business owners need to believe that someone else can do it,” Nicholson asserts.

Sale

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. He quickly grew his business to $36 million in sales in 2016, and was able to sell a piece of technology he had developed to a shopping cart. It is not enough to just look at the initial sale.

Broker

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. By contrast, an event-driven fund would never bet on such a situation.

Funds

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

Valuation

OfficeHours

JUNE 5, 2023

DO NOT let yourself fall victim to such a ploy – instead, follow the tips outlined below to stand out in the interview process: Understanding the Purpose of an LBO As you have likely heard time and time again, knowing WHY you are using a valuation method is just as important as knowing HOW to use a valuation method.

Private Equity

Sun Acquisitions

NOVEMBER 30, 2023

Listing your business for sale is a significant milestone that requires strategic planning and execution. In this blog post, we will provide valuable insights into how to list your business for sale and attract potential buyers to maximize your chances of securing a favorable deal.

Sale

How2Exit

FEBRUARY 12, 2024

With a background in audit and entrepreneurship, Steve brings a wealth of experience to his role as an advisor and coach for businesses preparing for sale. Steve shares insights into the macro and microeconomic factors affecting mergers and acquisitions, including the impact of inflation, interest rates, and geopolitical events.

M&A

Sun Acquisitions

FEBRUARY 3, 2023

Negotiating the sale of a manufacturing business can be highly stressful, but it is possible to get through it with minimal stress when armed with the right tips and strategies. To help ensure a better outcome for all parties involved, here are some top tips for negotiating the sale of a manufacturing business.

Negotiation

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business.

Business

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations. These improvements will not only help your org today, but you will also get a better exit valuation.

Sale

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance. MBA programs have recruiting events with all types and sizes of investment banks.

Investment

Focus Investment Banking

JANUARY 28, 2024

In the event of a sale, would it be you who is receiving liquidity—or are you the one providing it? He advises business owners on sell-side and buy-side transactions, valuation analysis, corporate finance and equity and debt financing. Are you the owner of a Professional Services firm? If so, congratulations.

Professional Services

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A

How2Exit

APRIL 24, 2023

By providing an estimated valuation range, educational resources, and access to small business coaches, business owners can get a better understanding of the process and can make informed decisions. It is important to understand the nuances of each state's laws and regulations when considering a business purchase or sale.

M&A

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.

Mergers and Acquisitions

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. First, they want to earn. There are already signs that some big exits are being planned.

Private Equity

IBG

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. The tail goes with the hide” – mimicking his dad’s favorite term for a clean business sale – “and he wants to close in 90 days. I’m going to fax this to you and Larry” (their corporate attorney).

Sale

Mergers and Inquisitions

JANUARY 24, 2024

Specifically, should we invest €60 million at a pre-money valuation of €1.2 billion and €50 million at a €800 million pre-money valuation if we’re targeting a 3.0x Procyon is spending aggressively on sales & marketing, resulting in negative Net Income, a declining Shareholders’ Equity, and a negative Cash position.

Equities

iMerge Advisors

APRIL 14, 2025

For many founders, the sale of a company is the culmination of yearssometimes decadesof work. Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Be sure to consult a tax advisor familiar with your jurisdiction.

Sale

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Accounting Information System (AIS) (wallstreetmojo.com) In simple words, it is a system to collect and store all information related to financial transactions and events so that they can be retrieved for decision making by the internal management, accounts, CFOs, auditors, etc.

Accountant

Lake Country Advisors

AUGUST 9, 2024

The goal is not just to find a buyer but to maximize the value of your hard work and investment, leading to a prosperous sale. Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale.

Manufacturing

Lake Country Advisors

JANUARY 23, 2024

Selling your business at this stage often means a higher valuation and favorable terms, making it a strategically sound decision. #2. They’re worth considering, especially if they align with your future goals and offer a fair valuation of your hard work. #3.

Business

iMerge Advisors

APRIL 8, 2025

A Complete Guide for Founders For many software founders, selling the company is the most significant financial event of their lives. This guide walks you through the full lifecycle of a software company sale, from preparation to closing, with insights tailored to SaaS, cloud, and enterprise software businesses. Timing also matters.

Valuation

How2Exit

MAY 20, 2024

As the conversation unfolds, Carl candidly reveals the nuances that distinguish corporate deal-making from Main Street business sales, emphasizing the critical role of rapport and seller psychology. Wealth managers are not trained in the art of business valuation." rn rn rn "My wealth managers valued my business.

M&A

How2Exit

FEBRUARY 23, 2023

In addition, it is important to be prepared for unexpected events or developments that could have a significant impact on the negotiation. Chris Voss, a former FBI hostage negotiator, refers to these events as “Black Swan” events, as they can be difficult to anticipate or prepare for.

Business

Lake Country Advisors

AUGUST 28, 2024

From assessing its value to transitioning ownership, understanding the nuances of your industry is crucial for a successful sale. Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. Here’s a comprehensive guide to help you navigate selling your business.

Business

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A Legal Firms To watch GF Data’s full coverage of the roundtable event, click here. Have you been considering a sale, recapitalization, or financing to grow your business?

Middle Market

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The speakers also touch upon the perspective of the buyer in a sale transaction.

Mergers and Acquisitions

Sun Acquisitions

FEBRUARY 10, 2023

Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. Step #2 Have a Business Valuation Done Determining the value of your hotel is best left to a business valuation expert. Market trends: These will be weighed into the final valuation.

Business