CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. Omada went public in early June, pricing its IPO at $19 per share. That suggests roughly 58.5%

Media 94

Media Investment Stock Finance 94

Mergers and Inquisitions

MAY 14, 2025

Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking 59

Investment Banking Bank Banking Investment 59

CNBC: Investing

JUNE 16, 2025

The firm upgraded the digital communications stock to buy from hold in a Sunday note, and increased its price target to $73 per share from $65, suggesting shares will rise 14% from Friday's $64.09

Valuation 64

Valuation Trading Bank Banking 64

CNBC: Investing

JUNE 11, 2025

shortly after its IPO in mid-2020. However, the sell-off helped reset expectations, valuations, and sentiment—creating a potential springboard if this pattern can be leveraged. The stock reached a high of $56.50 Since then, it's been in a multiyear downtrend before bottoming out in late 2024.

Stock 78

Stock Investment Media Finance 78

Growth Business

OCTOBER 4, 2023

The first half of 2023 saw UK tech company investment fall to £5.9bn – the sharpest decline in Europe with interest rates, macroeconomic uncertainty, falling valuations and inflation slowing down the market across the continent.

Capital 111

Capital Funds Investment Portfolio 111

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. rn As the discussion progresses, Wells shares his reflections on being the CEO of a public company post-IPO, the unexpected realities, and the learning curve that has come with the territory.

M&A 130

M&A Acquisitions Business Public Trading 130

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors 100

Investors Private Equity Debt Equities 100

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. Public markets, however, have been tepid, with the much-awaited IPO of L Catterton Management Ltd. portfolio company Birkenstock GmbH & Co. portfolio company Birkenstock GmbH & Co.

M&A 64

M&A IPO Retail Medical 64

Mergers and Inquisitions

MARCH 13, 2024

This style is about purchasing minority stakes in cash-flow-negative-but-high-growth companies that want to scale and eventually go public or sell (think: Uber or Airbnb before their IPOs). Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. 4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

CNBC: Investing

JUNE 16, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Shares 75

Shares Stock Media Investment 75

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? IS THE IPO MARKET COMING BACK? What makes a great associate in your mind?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Focus Investment Banking

JANUARY 3, 2024

FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. Cava opened the IPO window and showed that a good company can go public in any market. While the uptick in M&A activity was a positive for 2023, some deals reflected adjusted expectations from sellers on valuations.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Francine Way

JULY 8, 2017

PE funds typically have 4-to-7-years ownership windows for an investment and look for an exit at the end of that period through a sale or an IPO (initial public offering). Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.

M&A 130

M&A Acquisitions Sale Investment 130

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers.

Negotiation 59

Negotiation Business Sale Management 59

InvestmentBank.com

JANUARY 14, 2021

In September 2020, the National Bureau of Economic Research released a working paper including an industry survey citing 900+ VC firms; this paper revealed a consensus that many portfolio companies were performing quite well in the face of Covid-19 and less than 10% were performing at levels that would raise significant concerns [3] [10].

Capital 40

Capital IPO S&P Hospitality 40

The Deal

AUGUST 9, 2023

Our acquisition strategy is aligned with acquiring companies with a traditional product portfolio, who have success and marquee customer relationships that we can transform with our AI platform,” SymphonyAI CEO Sanjay Dhawan told The Deal. billion valuation in 2021. Enterprise AI specialist DataRobot Inc.

M&A 40

M&A Private Equity Financial Services Retail 40

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. For example, in the U.S.,

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Focus Investment Banking

APRIL 14, 2024

Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples. Jim has worked on numerous IPOs, sell-side transactions, fairness opinions, and capital raises, mainly for consumer products companies and restaurants.

M&A 52

M&A Food Private Equity Manufacturing 52

Cooley M&A

JANUARY 23, 2024

Strained access to public markets and funding The IPO market remained relatively inactive in 2023, leading many life sciences companies looking to raise funds to turn to other exit strategies. Additional major acquisitions of 2023 included Pfizer’s acquisition of Seagen for $43 billion and Merck’s acquisition of Prometheus for $10.8

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Mergers and Inquisitions

JULY 31, 2024

Today, you could put most private equity activity in industrials into a few main categories: Consolidation / Roll-Up Plays – The idea is to acquire smaller companies to consolidate the parent company’s market position and become more appealing in an eventual IPO or M&A deal. Note that not all “large” funds do industrial deals.

Private Equity 66

Private Equity Equities Middle Market Debt 66

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. Let’s dig in. It’s a more challenging market environment right now than we’ve seen in many years,” said Charlie Kim , who co-chairs Cooley’s capital markets practice.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. only a handful a decade ago). How Do Sports Private Equity Deals Work?

Private Equity 103

Private Equity Equities Entertainment Funds 103

Cooley M&A

FEBRUARY 1, 2024

Private equity slowed but not stopped by financing environment Despite record amounts of dry powder accumulating for sponsors, high financing costs, persistent valuation gaps and a closed tech IPO market led to a significant decrease in private equity M&A activity in 2023.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 22, 2021

Earnouts continue to be popular methods for addressing valuation uncertainty, particularly in the life sciences space. As we have previously observed , the use of milestone-based earnouts to bridge a valuation gap is often a short-term solution that presents many long-term complications. Earnouts Remain Popular – and Difficult.

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Cooley M&A

JANUARY 25, 2023

However, deal activity fizzled in the second half of 2022, as high inflation, aggressive anti-inflation monetary policies, geopolitical instability, assertive antitrust regulators and tightening financing markets depressed target valuations, reduced strategic acquirer confidence and sidelined private equity sponsor buyers. trillion. [2]

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Cooley M&A

JANUARY 20, 2022

Midsize pharmaceutical buyers pursuing opportunistic acquisition strategies, with robust capital markets and high valuations having limited the pool of attractive assets available in recent years. approved prescription cannabidiol medicine to its portfolio. billion to enhance product diversification by adding the first and only FDA?approved

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Cooley M&A

FEBRUARY 15, 2017

Dealmakers appear much more optimistic in the first quarter of 2017 than at this same time last year, in part because of greater optimism about the IPO market and the potential for favorable corporate tax and other regulatory changes. We expect this trend to continue, with mid-market and smaller deals driving the deal count in 2017.

M&A 40

M&A IPO Pharmaceutical Valuation 40

CNBC: Investing

JULY 13, 2025

That was the highest since CATL shares listed in Hong Kong on May 20 in the world's biggest IPO of 2025. "Strong earnings fundamentals from market share gains in Europe, coinciding with increased shareholder returns, should lead to a valuation re-rating."

Shares 112

Shares Investment Media Stock 112

Focus Investment Banking

NOVEMBER 18, 2024

.* *FOCUS research I suspect we would have already seen several of these exits were it not for various factors including high valuation targets relative to market demand. Public Markets: It is possible that a few of the car wash platforms with strong growth and financial performance pursue an initial public offering (IPO).

Private Equity 52

Private Equity Equities IPO Valuation 52

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Exits Up Slightly But Still Poor – M&A activity has ticked up modestly, but the IPO market is still mostly shut.

Private Equity 59

Private Equity Equities Capital Valuation 59

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Focus Investment Banking

FEBRUARY 11, 2025

Overcoming Marketplace Uncertainty Rising interest rates introduced a difficult environment for private equity recapitalizations (where private equity groups sell a portfolio company to another buyer), so few of the older PE-backed ophthalmology organizations traded hands over the last few years.

Private Equity 52

Private Equity Healthcare Equities Medical 52