article thumbnail

Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird. " Both U.S. banks have outperformed the S & P 500 in 2025.

article thumbnail

Can You Supercharge Your Business Growth? The Roll-Up Strategy REVEALED

How2Exit

Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps. Developing a compelling roll-up narrative to assure investors on return potentials is key, whether one is a seasoned CEO or a novice operator.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Malta: A Global Leader in Corporate Structure

MergersCorp M&A International

Malta, a small archipelago in the Mediterranean Sea, has established itself as a powerhouse in the gaming industry, drawing in companies and investors from around the globe. EU membership enhances Malta’s credibility and assures foreign investors of a secure business environment.

article thumbnail

Default risk for certain corporates is creeping up. Here’s what it means for fixed income investors

CNBC: Investing

Here’s what it means for fixed income investors Published Thu, Jul 31 2025 3:37 PM EDT Darla Mercado, CFP® @darla_mercado WATCH LIVE The U.S. economy is looking resilient based on recent data, but cracks are starting to show for certain companies – and that could be bad news for investors chasing yield. decline in the previous quarter.

article thumbnail

Should You Sell to a Competitor, Investor, or Employee?

Lake Country Advisors

Investor Buyer : This includes private equity firms, family offices, or individual investors who see your business as an opportunity for return on investment. Investor : Financial buyers typically want you to remain involved for a limited time after the sale. This route may bring the highest overall valuation.

article thumbnail

What one investor is doing now that stock valuations are at their historical highs

CNBC: Investing

The S&P 500's forward multiple sits at the high end of its 20 year historic range. Megacap tech stocks represent the bulk of the earnings growth.

S&P
article thumbnail

🎁 The Present is the Only Thing That’s Real – Even in Tech DD

Beyond M&A

We model revenue runways, future ARR, risk-adjusted exit valuations – tomorrow’s dream. As an investor or advisor, I’ve learned this: The past matters, but only as a context check. Because here’s the irony: our entire industry is obsessed with the past and the future. This codebase. This go-to-market motion. What’s the “Present” in DD?

M&A