PE Hub

SEPTEMBER 11, 2023

The transaction puts Avantax at a valuation of $1.2 The post Genstar-backed Cetera to take financial services firm Avantax private appeared first on PE Hub.

Financial Services

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A

Global Newswire by Notified: M&A

APRIL 18, 2024

The proposed business combination (the "Business Combination") will result in a valuation of the combined company at approximately $4 billion on a pro-forma basis.

Financial Services

Software Equity Group

DECEMBER 21, 2023

Here’s a closer look at what the future looks like for the SaaS M&A market and its valuation multiples. Forty-one percent said they’ve seen either no change or an increase in valuations since 2022 for the high-quality assets they are targeting, and nearly 50% said they expected to see valuations increase in 2024.

M&A

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors

MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

Asset Management

Shearman & Sterling

FEBRUARY 3, 2021

On January 22, 2021, the Delaware Supreme Court affirmed en banc the Delaware Court of Chancery's decision appraising outsourcing and financial services company SourceHOV Holdings, Inc. based on a discounted cash flow analysis ("DCF"). SourceHOV Holdings Inc. Manichaean Capital LLC, No. 215, 2020 (Del.

DCF

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity

RKJ Partners

AUGUST 6, 2017

What is Valuation? Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller.

M&A

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment

Shearman & Sterling

FEBRUARY 3, 2021

On January 22, 2021, the Delaware Supreme Court affirmed en banc the Delaware Court of Chancery's decision appraising outsourcing and financial services company SourceHOV Holdings, Inc. based on a discounted cash flow analysis ("DCF"). SourceHOV Holdings Inc. Manichaean Capital LLC, No. 215, 2020 (Del.

DCF

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking

The Deal

DECEMBER 5, 2023

Osman leads tech and software investments for the firm’s direct investment platform, which backs companies in technology, life sciences, consumer, financial services, energy, industrials and business services. The typical investments are large enough to require GPs to bring in other sponsors or institutional investors.

Corporation

The Deal

AUGUST 9, 2023

Overall, the company has about 1,500 customers in retail, financial services and other markets. company focuses on retail, consumer goods, financial services, industrials and IT, and expects between $450 million to $500 million in sales this year. billion valuation in 2021. DG) and Dollar Tree Inc.

M&A

Wizenius

JULY 26, 2023

In the past, before foreign banks entered India and the rise of MBA programs, Chartered Accountants (CAs) dominated the financial services sector and finance jobs. Our investment banking course online provides in-depth knowledge of financial analysis, M&A, valuation techniques, and advanced Excel modelling.

Investment Banking

Wall Street Mojo

FEBRUARY 9, 2024

In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions. As hedging tools, these portfolios balance risk-return tradeoffs, particularly in the financial services sector. Such portfolios enable timely financial reporting.

Portfolio

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. Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services.

Private Equity

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”).

IPO

Mergers and Inquisitions

AUGUST 16, 2023

But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals. Deal Structures: Because of these trust/verification issues, many PE deals have “ratchet” or valuation adjustment mechanisms where the company grants the PE firm more shares if it fails to meet a financial target.

Private Equity

Cooley M&A

DECEMBER 3, 2019

Such reports include quality of earnings reports, open source code scans, security audits and any reports regarding applicable regulatory compliance matters (especially for financial services or healthcare IT companies). an ARR or MRR multiple). Conclusion.

Insurance

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.

Investment

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity

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

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

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

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

The TRADE

APRIL 30, 2024

The regulation also led to changes in risk management practices and valuation methodologies for financial institutions. As AI technologies become increasingly present and useable in financial services, ESMA has focused its attention on addressing potential risks while promoting innovation and efficiency.

Financial Institution

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

iMerge Advisors

APRIL 14, 2025

Valuations are no longer driven by top-line growth alone. The Rule of 40 the sum of revenue growth rate and EBITDA margin has become a key benchmark for SaaS valuation. As we outlined in What Are the Key Financial Metrics Buyers Look For in a Software Company? But sellers must still articulate that value clearly.

Acquisitions