Mergers and Inquisitions

JUNE 11, 2025

The investor presentation for the deal. What about their investors? If you include the full $50 million of potential synergies and subtract the $150 million of tax benefits, as the company does ( see page 30 in the investor presentation ), the EBITDA multiple is only 12x, which is more reasonable. Why or why not?

M&A

Focus Investment Banking

JULY 8, 2025

This process allows us to present financial statements in the method nearly all buyers prefer, but more importantly, it allows us to capture the practice’s maximum EBITDA (earnings before interest, taxes, depreciation and amortization), the key profitability metric used to value dental practices, physician practices, and behavioral health groups.

Healthcare

The TRADE

JULY 24, 2025

The review consisted of seven recommendations as to the empirical approach, as well as advising the inclusion of an additional optionality for paying for investment research – ensuring greater access to investment research for retail investors.

Asset Management

MergersCorp M&A International

JUNE 7, 2025

However, navigating the intricate legal, regulatory, financial, and cultural nuances inherent in international deals, particularly those involving the Chinese market, has historically presented formidable challenges.

M&A

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. At much larger companies, forecasting and planning become more important because there will be institutional investors who want earnings targets. Do the investors believe our numbers and metrics like ARR and ARPU ? Will the government raid our offices?

Corporate Finance

MergersCorp M&A International

DECEMBER 31, 2024

In this editorial, we delve into the key trends shaping M&A activities in 2025 and their implications for businesses and investors alike. By aligning interests and presenting a united front, companies can better advocate for their position in the face of regulatory hurdles.

M&A

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking

Mergers and Inquisitions

DECEMBER 18, 2024

The final round usually consists of a private equity case study presentation based on a CIM , a company they assign, or a company of your own choosing. This round is more about your critical thinking and presentation skills and less about raw technical abilities. Off-Cycle Recruiting: Slow processes for very close start dates.

Private Equity

Mergers and Inquisitions

DECEMBER 4, 2024

With teams valued at sky-high prices, deal participation is limited to institutional investors such as SWFs and PE firms (and the occasional billionaire). This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium.

Investment Banking

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. Whether you're preparing for a full exit or exploring growth capital, understanding how to craft a compelling CIM is critical to a successful outcome.

Valuation

Beyond M&A

JANUARY 10, 2025

Spatial computinga blend of augmented reality (AR), virtual reality (VR), and 3D mappingoffers investors a dynamic new frontier. For investors, this isnt just a trend to watch; its an opportunity to act. At Beyond, we empower investors to identify high-growth opportunities while mitigating risks. What is Spatial Computing?

Investment

CNBC: Investing

JUNE 11, 2025

"Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook. 'Fireworks' One area the bank likes is investment-grade corporate bonds.

Portfolio

The TRADE

NOVEMBER 13, 2024

However, despite some who continue to affirm that artificial intelligence is ill-suited for capital markets (unpredictability and lack of control are the last thing investors want) experts are sure that the potential of AI outweighs these speedbumps. Though a controlled test, the results are telling.

Trading

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices.

Corporate Finance

Global Newswire by Notified: M&A

JUNE 25, 2025

Landsea Homes was honored as the Green Home Builder 2023 Builder of the Year, after being named the 2022 winner of the prestigious Builder of the Year award, presented by BUILDER magazine, in recognition of a historical year of transformation. About Apollo Apollo is a high-growth, global alternative asset manager.

Corporation

Beyond M&A

JUNE 18, 2025

When a Tech Firm Isn’t Quite a Tech Firm Recently, I’ve worked with several firms that present like tech companies —clean interfaces, structured onboarding, and seemingly product-led delivery. We flagged the issue, advised both investor and target, and the problem was addressed well before completion. A familiar story.

Professional Services

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. I think it should excite you. To kick off the series, our guest today is Me and Only Me. With that comes some exciting things.

Private Equity

CNBC: Investing

JULY 9, 2025

Strouse also noted that the stock is trading at a discount relative to historical levels, which could present an attractive entry point for investors. The firm upgraded the onsite power generation company to overweight from neutral on Wednesday and raised its price target to $33 per share from $18.

Stock

TM Capital

JANUARY 9, 2025

April 29-30, 2025 | Georgia Aquarium | Atlanta, GA The Owners Summit offers privately-held businesses the opportunity to meet with investor groups in an exclusive, one-on-one setting. These investor groups include private equity firms, family offices, growth equity firms, and sovereign wealth funds investing across all industries.

Private Equity

CNBC: Investing

JULY 21, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Stock

CNBC: Investing

JULY 16, 2025

This options trade maximizes returns Published Wed, Jul 16 2025 10:31 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Tesla (TSLA) is facing significant challenges that present a compelling bearish outlook. Despite industry-leading growth metrics, Tesla faces declining deliveries, increasing competition and significant executive turnover.

Trading

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. This undervaluation has not gone unnoticed by savvy investors, such as the Oracle of Omaha.

Trading

CNBC: Investing

JULY 17, 2025

As an investor, I am always looking for stories like the one we're about to tell. FAST dedicated an entire slide in their presentation to the current trade situation (via Fastenal): The CFO noted they have been proactively engaging with customers this year as it relates to tariff costs. Sales were up 8.6% year-over-year.

Stock

CNBC: Investing

JULY 2, 2025

Health care's relatively cheap valuations and above-average dividend yields give investors a "margin of safety" heading into the second half of the year, when the S & P 500 starts to look fairly valued at the same time as risks from tariffs and federal deficits continue, Sekera said.

Stock

CNBC: Investing

JULY 22, 2025

One investor's bull market is another investor's bear market. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. It depends on your perspectives and objectives.

Investment

CNBC: Investing

JULY 28, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Bank

CNBC: Investing

JUNE 24, 2025

Here's why Published Tue, Jun 24 2025 2:02 PM EDT Michelle Fox @MFoxCNBC WATCH LIVE It could be a good second half of the year for municipal bond investors. "We believe the opportunity to add duration exposure for munis is again presenting itself in the near term," strategist Yingchen Li wrote in a June 6 note.

Investment

CNBC: Investing

JUNE 25, 2025

A much larger opportunity also presents itself to Coinbase in the form of the futures market, with Chhugani noting that the crypto derivatives opportunity in the U.S. Analyst Gautam Chhugani stood by his outperform rating on the stock and hiked his price target to $510 per share from $310. alone has "massive headroom."

Stock

CNBC: Investing

JULY 7, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Investment

Focus Investment Banking

JULY 10, 2025

If you’re operating in a growing metro area, a major corridor or a tax-friendly state and you have strong store-level performance, investors and strategic buyers are likely to show interest in both the business and the real estate. The key is presenting each in the right light.

Book-building

Mergers and Inquisitions

MAY 14, 2025

However, they all relate to an assets ability to pay or repay its investors. Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles.

Investment Banking

Tyton Partners

JULY 8, 2025

When to Use Catalytic Capital – Identifying Market Failure One of the biggest challenges for investors (and entrepreneurs/operators) is understanding “when” and “why” catalytic capital is the best source of capital to fuel growth. Continuing the Conversation Catalytic capital isn’t just a funding mechanism—it represents a mindset shift.

Education

CNBC: Investing

JULY 14, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Stock

CNBC: Investing

JUNE 9, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Stock

CNBC: Investing

JUNE 16, 2025

This material presents information through the date indicated, reflecting the author's current expectations, and is subject to revision by the author, though the author is under no obligation to do so. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

Stock

CNBC: Investing

JULY 2, 2025

Nvidia is a name that's been top-of-mind for investors when it comes to AI. "As the automotive industry shifts towards electrification and automation, we expect the need for compute power and AI training models on the car presents an incremental opportunity for Nvidia in AVs." Shares are up about 17% in 2025.

Bank

Focus Investment Banking

JUNE 30, 2025

DSO Creation Private equity investment in dental practices began in the 1990’s when the first DSOs sought outside investors. The dental space remains an active and competitive marketplace where practice sellers can maximize value with an expert team of advisors. The chart below shows DSO creation by year.

Private Equity