Mergers and Inquisitions

DECEMBER 18, 2024

Technical Preparation: Sure, practice LBO modeling and case studies, but skip advanced-level models and focus on 60 and 90-minute models that are cash flow only or that use simplified financial statements. You want models that can be easily adapted to the open-ended, take-home case studies you will get in the final rounds.

Private Equity

JD Supra: Mergers

JULY 21, 2025

I n the world of corporate mergers and acquisitions, attention is lavished on financial statements, contracts, intellectual property, real estate, and executive compensation. Armies of lawyers and accountants pore over every line item and clause, preparing due diligence binders thick enough to double as doorstops.

M&A

Mergers and Inquisitions

JULY 9, 2025

Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices. Meanwhile, in Accounting/Controllership, you might spend a lot of time reviewing receivables and payables and determining whether certain spending should be capitalized or expensed.

Corporate Finance

Chesapeake Corporate Advisors

JUNE 23, 2025

One form of financial modeling, known as sensitivity analysis, compares the outcomes of various options—including how each course of action would impact your P&L and other financial statements. Sensitivity analysis is an effective tool for modeling potential paths before committing to move forward.

Financial Modeling

Software Equity Group

JUNE 25, 2025

This means providing annual financial statements, detailed financial statements, access to historical audit work papers, a description of any significant or unusual accounting controls, and copies of the top five customer and vendor contracts. Consider these 11 areas of accounting due diligence.

M&A

Sun Acquisitions

DECEMBER 20, 2024

This data can include everything from financial statements and customer transactions to social media sentiment and website clickstream data. However, in today’s data-driven world, companies are increasingly using big data analytics to transform their M&A strategy.

M&A

Lake Country Advisors

JULY 31, 2025

At its core, exit planning touches on four key areas that help ensure you leave the business on your terms: Financial preparation lays the groundwork for valuation: Ensuring your financial statements, tax records, and valuation are solid is especially important if your business serves regulated industries, such as healthcare, or if you’re a healthcare (..)

Business

Razorpay

JUNE 29, 2025

Get in touch with us List of Documents Needed for TPAP Application Before you can officially apply, you’ll need to prepare a comprehensive set of documents to demonstrate your business’s technical readiness, financial stability, and regulatory compliance.

Bank

JD Supra: Mergers

SEPTEMBER 11, 2024

According to the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies, financial statement representations are universally required from sellers in private company M&A deals, included in almost every transaction—99% covered by the most recent study in 2021.

Financial Statement

Deal Lawyers

JULY 18, 2025

– Back in March, I noted that the discussion on acquired company financial statements in the SEC’s Division of Corporation Finance’s Financial […]

Financial Statement

Deal Lawyers

MARCH 3, 2025

Here’s something I posted on TheCorporateCounsel.net in February: In mid-December, the AICPA & CIMA held a conference where representatives from the SEC, FASB and PCAOB shared their views on various accounting, reporting, and auditing issues.

Financial Statement

JD Supra: Mergers

MAY 21, 2024

The director of Corp Fin, Erik Gerding, and the SEC Chief Accountant, Paul Munter, have issued a new “Statement on the Application of IFRS 19, Subsidiaries without Public Accountability: Disclosures, in Filings with the SEC.”

Financial Statement

JD Supra: Mergers

SEPTEMBER 29, 2023

Professor Gilson is an expert on valuation, credit and financial statement analysis, and corporate transactions. We interview Professor Stuart C. Gilson of the Harvard Business School to gain his insights on how firms create value. He has developed several Harvard Business School case studies for teaching MBAs and executives.

Financial Statement

JD Supra: Mergers

OCTOBER 4, 2024

phase, especially in the area of financial statement readiness and accounting. Here are highlights from my conversation with Jenn Calabrese and Alison Yablonowitz of Calabrese Consulting, a leading accounting and financial reporting services firm in the SPAC market.

Accountant

JD Supra: Mergers

SEPTEMBER 20, 2024

The diligence process can be labor-intensive and time-consuming, involving extensive manual review of the target company’s governing documents, financial statements, indebtedness, contracts, and other pertinent data. By: Kohrman Jackson & Krantz LLP

M&A

European Investment Bank

AUGUST 7, 2024

Unaudited Condensed Semi-Annual Financial Statements as at and for the six-month period ended 30 June 2024: EIB Group consolidated balance sheet, consolidated income statement, consolidated statement of changes in equity, consolidated cash flow statement, notes to the unaudited condensed consolidated interim financial statements under IFRS, EIB Group (..)

Financial Statement

JD Supra: Mergers

JANUARY 2, 2024

The seller’s management had been recording internal software use as revenue in its unaudited financial statements but never disclosed this practice to the buyer in the sale’s process. 2, 2023) - This decision arose out of the sale of the company Cloud Jumper to NetApp, Inc.

Financial Statement

European Investment Bank

AUGUST 8, 2023

Unaudited Condensed Semi-Annual Financial Statements as at and for the six-month period ended 30 June 2023: EIB Group consolidated balance sheet, consolidated income statement, consolidated statement of changes in equity, consolidated cash flow statement, notes to the unaudited condensed consolidated interim financial statements under IFRS, EIB Group (..)

Financial Statement

Wizenius

JUNE 26, 2023

When performing a valuation analysis using comparable companies, it is essential to make certain adjustments to the financial statements of the comparables to ensure a meaningful comparison. This ensures consistency in financial reporting and facilitates a more accurate comparison.

Financial Statement

Deal Lawyers

SEPTEMBER 6, 2023

This excerpt addresses the financial issues addressed through government contract due diligence: Traditional financial due diligence (FDD) focuses on financial statements and the accuracy of the quality of earnings. Government contract due diligence goes further, […]

Government

European Investment Bank

MAY 8, 2024

This report includes the 2023 financial statements and audit reports for the EIB and the EIB Group. In 2023, the Bank’s lending signatures amounted to €75.1

Financial Statement

Midaxo

AUGUST 10, 2023

Due Diligence AI tools can assist with due diligence activities by automatically analyzing large volumes of data, including financial statements, legal documents, contracts and customer records. This analysis helps identify potential risks, synergies and opportunities associated with the merger or acquisition.

Mergers and Acquisitions

PCE

NOVEMBER 21, 2023

For many of us, the end of the year is a time for reflection—and for most businesses, it is a critical juncture. Owners look back on the previous year and forward to the year ahead, with an eye toward making necessary tweaks and building on past success.

Financial Statement

How2Exit

DECEMBER 21, 2023

Paul also shares insights on how to evaluate the financial health of a business during the due diligence process and highlights the value of accurate and transparent financial statements. rn Key Takeaways: rn rn Regularly reviewing financial statements is crucial for business success and decision-making.

Financial Modeling

Bronte Capital

MAY 21, 2021

The key audit matters presented below contain manifestations of the risk of misstatements in the financial statements presented here in the introduction, which we address in greater detail in connection with the specific circumstances. The financial statement risk As at 31 December 2020, goodwill amounted to EUR 43.6

Financial Statement

PCE

APRIL 16, 2024

As a busy business owner or financial executive, you may be tempted to trim nonessential tasks from your to-do list by asking a crucial question about each undertaking: What’s in it for me or my company? That’s a good place to start when considering whether your company should compile periodic business forecasts.

Financial Statement

Francine Way

MAY 18, 2017

I chose a public company for this exercise because private company financial statements don’t immediately lend themselves to the accretion / dilution analysis that we are about to review. Public company audited financial statements typically receive a good deal of scrutiny from accountants, equity analysts, and regulatory agencies.

M&A

Global Newswire by Notified: M&A

DECEMBER 1, 2023

Calian® Group Ltd. TSX:CGY), a diverse products and services company has completed the acquisition of Decisive Group for up to CAD$74.7 million.

Financial Statement

Francine Way

JULY 11, 2017

To perform this analysis, the following are needed: Target’s financial statements (income statement, balance sheet, cash flow): Preferably audited historical statements, cleaned up and re-formatted in Excel properly (we will see an example of this in the next post). We will delve into this topic deeper in the next post.

Valuation

PCE

DECEMBER 3, 2024

Companies that are required to prepare financial statements for external reporting face complex and serious issues. Failing to timely file financial statements or comply with reporting requirements could lead to fines, lawsuits, or other damaging consequences.

Financial Statement

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

Financial Statement

Wizenius

JUNE 11, 2023

To model the impact of inflation and currency fluctuations on a company's financial statements and valuation, several steps can be taken: 1. Adjust Financial Statements for Inflation: Normalize historical financial statements by adjusting for the effects of inflation.

Financial Modeling

Wall Street Mojo

JANUARY 18, 2024

When the auditors check the authenticity of the books, they go through all levels of financial records to endure they are error free and present a true and fair view of the business. Adjusted trial balance is the base of financial statement preparation, which should be done with skill and proper knowledge regarding accounting procedures.

Accountant

European Investment Bank

MAY 7, 2023

This report includes the 2022 financial statements and audit reports both for the EIB and the EIB Group. In 2022, the Bank’s lending signatures amounted to €65.1

Financial Statement

How2Exit

SEPTEMBER 9, 2024

In this episode, Ronald and Steve dive deep into the M&A landscape, highlighting essential strategies for assessing company valuations and analyzing financial statements. Financial Analysis: Deep diving into financial statements, understanding cash flow trends, and identifying red flags are essential steps.

M&A

Peak Frameworks

JUNE 29, 2023

In the world of finance, auditing plays a crucial role in ensuring the accuracy and reliability of financial statements. Central to the audit process are assertions, which serve as the foundation for auditors to assess the validity and completeness of financial information.

Financial Statement

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. This may involve contacting third parties, such as banks or suppliers, to corroborate the details presented in the financial statements.

Financial Statement