Mergers and Inquisitions

JUNE 11, 2025

Tell Me About a Recent Deal: Discussion Criteria Tell Me About a Recent Deal: How to Find Deals and Information Recommended Prep for a Sample Deal: Celsius / Alani Nu Tell Me About a Recent Deal: Outline for Celsius / Alani Nu Tell Me About a Recent Deal: Follow-Up Questions Should You Use AI Tools to Automate Your Responses?

M&A

Focus Investment Banking

JULY 9, 2025

Brokers often create very limited marketing materials and use basic information supplied by the practice. Brokers then share whatever information they collected from the practice and may not be equipped to answer buyer questions and resolve issues that arise. The FOCUS sell-side process uses two rounds of competitive bidding.

Broker

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.

Private Equity

How2Exit

MARCH 10, 2025

The Power of Virtual Rollups – Richmond discusses his success with virtual rollups, where companies in similar industries collaborate, scale, and eventually exit together for higher valuations. For more information on Richmond’s work, visit morewaysgroup.com or connect with him on LinkedIn. The Fastest Way to Exit?

Business

Focus Investment Banking

JULY 17, 2025

For the sellers, the impact was catastrophic, and not only in terms of salability and valuation. The effect on the valuation and/or sale, is usually significant. The transaction valuation can be substantially reduced, perhaps 20-35%. Important information to be sure. Important information to be sure.

M&A

MergersCorp M&A International

NOVEMBER 16, 2024

With a deep understanding of the unique dynamics of the sports market, MergersCorp is well-equipped to guide the club through every phase of the sale process, from valuation and positioning to negotiations and finalizing the transaction.

M&A

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. Success hinges on a strategic blend of preparation, buyer engagement, and informed decision-making. Assembling these materials in advance conveys professionalism.

Middle Market

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.)

M&A

CNBC: Investing

JULY 30, 2025

Fundamentals MU trades at a compelling valuation relative to industry peers, supported by exceptional growth prospects and strong profitability metrics, enhancing its attractiveness. With its recent outperformance relative to the broader market, MU offers an attractive opportunity to capture substantial upside toward our $135 price target.

S&P

Solganick & Co.

JANUARY 28, 2025

For more information or to inquire about an M&A opportunity, please contact us. Solganick expects to see more consolidation in 2025 among the larger IT solutions providers, as well as acquisitions in cloud, cybersecurity, data analytics, managed services, and data center infrastructure solutions.

Mergers and Acquisitions

The TRADE

DECEMBER 19, 2024

The new offering combines LSEGs pricing services with Yield Book analytics to create pricing information for around 2.9 The London Stock Exchange Group (LSEG) has gone live with historical analytics powered by Snowflake, offering clients greater detail on bond securities. million bonds with a 20 year look back period.

Book-building

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation. View this Trade with Updated Prices at OptionsPlay.

Trading

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). as most PE recruiting in other countries is off-cycle.

Private Equity

Solganick & Co.

APRIL 21, 2025

Valuation multiples for publicly traded cybersecurity companies ranged from a median of 10.1x Valuation multiples for publicly traded cybersecurity companies ranged from a median of 10.1x EV/2025E revenue for high-growth vendors (those growing more than 20%) to a median of 4.6x

M&A

Lake Country Advisors

OCTOBER 31, 2024

This guide will help you navigate the process and make informed decisions to protect your investment. Engaging a local business broker can provide insights into market trends, identify potential red flags, and help negotiate favorable terms, ensuring you make an informed decision.

Business

CNBC: Investing

JULY 24, 2025

Valuations in several sectors are well above long-term averages relative to the market and to their own sector history. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Time to hedge?

S&P

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. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x vs. Industry Average 0.5x

Retail

Mergers and Inquisitions

JULY 9, 2025

Ex-bankers, Big 4 / valuation professionals in related roles, and internal candidates from related teams (corporate finance, strategy, IR, etc.) a heavy focus on accounting concepts) and IB-style technical questions , especially around forecasting and valuation. Recruiting: Who Wins Strategic Finance Jobs? end up in these roles.

Corporate Finance

Sun Acquisitions

JANUARY 8, 2025

Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. By selling your IT orMSPbusiness now, its possible to take advantage of these broader macro trends which in turn can significantly enhance your valuation.

Business

Focus Investment Banking

JANUARY 10, 2025

That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA. Where seller financing does come into play, those to bridge valuation gaps to keep a little bit of skin in the game with your your sellers to ensure maybe non competes are enforceable. It’s a big company.

Private Equity

CNBC: Investing

JUNE 19, 2025

Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Buy NKE Oct. call Sell NKE July 18 $52.50

S&P

CNBC: Investing

JULY 10, 2025

"We are initiating coverage of TransUnion (TRU) with an Outperform rating as our top pick amongst our Information Services coverage." " Needham downgrades CoreWeave to hold from buy Needham downgraded the stock on valuation. Wainwright downgrades Coinbase to sell from buy The firm downgraded Coinbas e valuation.

Stock

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. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading

CNBC: Investing

JUNE 9, 2025

The trade The good news is that the company's valuation is at the lower end of the five-year range. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. RH is trading at ~ 18.7x

Retail

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. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

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. Even a minority investor who owns 10% of the company has the right to be informed about progress, planning, and success metrics.

Investment

Solganick & Co.

JULY 24, 2025

Valuation multiples for publicly traded cybersecurity companies ranged from a median of 14.2x For more information on this report or to inquire about an M&A transaction in the cybersecurity sector, please contact us for more information. billion in 1H 2025, up from $8.8 billion in the prior year period.

M&A

Lake Country Advisors

JULY 31, 2025

A formal valuation provides the facts and reveals what is helping or hurting your business’s market value. Get a professional valuation : An objective third-party valuation reveals your current worth and gives you a benchmark for improvement. Share information gradually : You don’t have to reveal everything all at once.

Business

Sun Acquisitions

DECEMBER 20, 2024

Valuation: Big data analytics can help companies value potential targets more accurately, avoiding overpaying for acquisitions. Data security: Companies need to have robust data security measures in place to protect the confidentiality of sensitive information.

M&A

Solganick & Co.

JULY 22, 2025

For more information or to inquire about an M&A transaction, please contact us. You can download the complete report here: Solganick Technology Services M&A Update 1H 2025 About Solganick Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and technology services companies.

Mergers and Acquisitions

CNBC: Investing

JULY 10, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. How to profit if it does Tony Zhang This energy stock is trading near its lowest valuation on record.

Trading

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking

TechCrunch: M&A

JUNE 30, 2025

The announcement comes about a year after Clio’s massive $900 million funding round, which nearly doubled the Vancouver, British Columbia-based company’s valuation from $1.6 billion in 2021 to $3 billion. billion in 2021 to $3 billion. vLex competes with the Thomson Reuters-owned legal database and LexisNexis.

Mergers and Acquisitions

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. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks. How Do I Value My Business? This should go beyond standard NDAs.

Manufacturing

CNBC: Investing

JUNE 11, 2025

However, the sell-off helped reset expectations, valuations, and sentiment—creating a potential springboard if this pattern can be leveraged. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock