Wall Street Mojo

FEBRUARY 9, 2024

These assets include stocks , bonds , options, or any derivative contract. Though these portfolios consider risks and liabilities, they usually do not account for non-financial risks that companies/stocks may carry—operational, reputational, and strategic. The replicating portfolio concept is widely used in financial markets.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. However, they often invest using preferred stock with liquidation preferences attached to limit their downside risk (similar to VCs). There’s usually a long list of previous VC investors as well.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Cooley M&A

DECEMBER 14, 2020

On November 24th, Burson Cohn & Wolfe (BCW) brought together experts from across financial services to discuss current activity and prospects for special purpose acquisition companies (“SPAC”). Once the deal is closed, the formerly private company will have a new name, new stock ticker, and new management, board and business model.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Mergers and Inquisitions

AUGUST 16, 2023

poor stock-market performance, slowing growth rates, and an aging population. But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals. This may change due to factors like the “decoupling” with the U.S., That said, there are some positives of the culture and lifestyle.

Private Equity 94

Private Equity Equities Recruitment Bulge Bracket 94

Software Equity Group

AUGUST 20, 2024

The software provides features for financial management, budgeting, resource management, risk management, stream management, program management, forecasting, IT planning, reporting, and analytics. The public company was founded in 1985 and is domiciled in Sweden. Another noteworthy trend is the resurgence of public SaaS strategic buyers.

Investment 52

Investment Management Acquisitions Business 52

How2Exit

AUGUST 2, 2023

They discuss the potential of AI and how it can enhance due diligence, valuation, and integration processes. rn The speaker also mentions BlackRock, a financial services company that has one of the oldest and most powerful AIs in the world. rn The conversation with Kurt Stein explores the future of technology in M&A deals.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Growth Business

MARCH 1, 2024

The idea of raising private equity is appealing for many; you can avoid pursuing methods of funding like entering the stock market where you face increased regulation, a larger board of directors and potentially a large group of public shareholders. Those discussions were about social impact, strategy, the marketplace and the team.

Private Equity 59

Private Equity Equities Investment Business 59

M&A Leadership Council

JUNE 12, 2023

Second, impact to deal valuation or terms. Concerning valuation or deal terms, the earlier you detect a breach or a strong possibility of a breach, the better so you can help corporate development decide how best to address the issues. MH: We often talk about due diligence findings in three successive phases.

IT 52

IT M&A Insurance Corporation 52

M&A Leadership Council

SEPTEMBER 9, 2021

Second, impact to deal valuation or terms. Concerning valuation or deal terms, the earlier you detect a breach or a strong possibility of a breach, the better so you can help corporate development decide how best to address the issues. MH: We often talk about due diligence findings in three successive phases.

IT 52

IT M&A Insurance Corporation 52

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. In August 2021, ZEPZ raised $292m in a funding round which saw its valuation increase to $5bn. #7 A “digital distributor of insurance and household financial services”, BGL currently serves 11 million customers.

Insurance 52

Insurance Bank Banking Funds 52

JD Supra: Mergers

JANUARY 15, 2025

. - Lower interest rates, moderating inflation and rising stock market valuations may also encourage strategic buyers and financial sponsors to pursue acquisitions. By: Skadden, Arps, Slate, Meagher & Flom LLP

M&A 165

M&A Financial Services Valuation Stock 165