Financial Times - Banking

JANUARY 28, 2025

Plus, Brighthouse Financial considers a sale as asset managers clamour for insurers and Golden Goose lands a non-IPO deal

IPO 64

IPO Asset Management Insurance Sale 64

Global Banking & Finance

NOVEMBER 7, 2024

The offer will consist of new shares and the sale of existing shares by current shareholders. GDANSK (Reuters) -Croatian food retailer Studenac is planning an initial public offering with plans to list on the stock exchanges of Warsaw and Zagreb, the company said on Thursday.

Food 52

Food Retail IPO Initial Public Offering 52

OfficeHours

OCTOBER 16, 2023

Initial Public Offering (IPO) One way to exit an investment involves taking the company public through an initial public offering (IPO). An IPO involves offering shares of a privately held company to the public in a new stock issuance.

Investors 100

Investors IPO Private Equity Initial Public Offering 100

How2Exit

OCTOBER 14, 2024

With an extensive career journey that began in Atlanta, Georgia, Rich has been instrumental in transforming small companies to IPO or mergers in record time frames. The discussion navigates through the complexities of ensuring a business is both financially attractive and operationally ready for sale.

Business 130

Business Sale Mergers and Acquisitions Profitability 130

Global Banking & Finance

DECEMBER 16, 2024

By Julie Zhu and Anousha Sakoui HONG KONG/LONDON (Reuters) -Fast fashion retailer Shein is considering asking UK regulators to waive listing rules that require at least 10% of its shares to be sold to the public in its planned London flotation, two people with knowledge of the matter said. The company is exploring this option […]

IPO 40

IPO Sale Retail Shares 40

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell. Once a sale has been decided, the process to look for a new owner is pretty well established.

M&A 130

M&A Acquisitions Sale Investment 130

Cooley M&A

MARCH 1, 2019

A private sale can be structured to achieve a complete exit for existing equity holders, with possible deferred consideration, earn-outs and escrows. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

Wizenius

SEPTEMBER 28, 2024

In the realm of LBOs, exits can materialize through a sale to another entity or via an initial public offering (IPO). Private equity funds typically divest their investments through strategic sales, secondary buyouts, or IPOs. This valuation process dictates the purchase price that the financial sponsor must pay.

Debt 52

Debt Funds Private Equity IPO 52

Cooley M&A

OCTOBER 29, 2020

is the increased frequency at which SPAC IPOs are occurring. As reflected in Chart 1 , 102 SPAC IPOs have been announced this year as of September 18, 2020—almost double the number of SPAC IPOs in all of last year (and more than double the number of SPAC IPOs in 2018). SPAC vs. IPO. A distinct feature of SPAC 3.0

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Razorpay

JULY 27, 2023

Investment banking is a branch of banking that organizes and enables large, complex financial transactions for businesses, like mergers, IPOs or underwriting. Investment Banking Services Initial Public Offering (IPO) When a privately-owned business wants to become a publicly traded company, it goes through an IPO , or Initial Public Offering.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

JANUARY 16, 2024

billion of equity raised over the last five years, as well as ranking number one for UK IPOs under £1 billion market capitalisation by deal volume over the same time frame. Together the two firms have an aggregate of £9.9

Investment Banking 111

Investment Banking Mergers Bank Banking 111

The TRADE

JANUARY 3, 2024

Simon Gallagher, chief executive, London and head of global sales, Euronext We think that the introduction of an anonymised, single-level pre- and post-trade consolidated tape will trigger innovations at trading venues. We should learn from best practices and centrally embed them into our thinking.

Trading 111

Trading Capital Market Capital Economics 111

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. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

OfficeHours

AUGUST 9, 2023

Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank. During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

CNBC: Investing

JUNE 16, 2025

Analyst Robert Moskow upgraded Celsius to buy from hold and raised his price target, saying an improvement in sales and a creative new direction from management has reinvigorated the energy drink company. His price target, hiked to $55 from $37, implies more than 30% upside from Friday's close of $41.16. 3 brand in the U.S.

Shares 73

Shares Stock Media Investment 73

Mergers and Inquisitions

OCTOBER 18, 2023

Investment Banking: Deals The basic difference is that in “investment banking” groups, such as technology , TMT , healthcare , or consumer retail , you work on various deal types: sell-side and buy-side M&A, leveraged buyouts, IPOs, follow-on offerings, and bond issuances. or debt offerings (investment-grade or high-yield bonds).

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Cooley M&A

MARCH 2, 2021

According to Nasdaq , in 2015, SPACs made up approximately 12% of the IPO market, but by 2020, that number had risen to approximately 53%. SPACs are predicted to be an even higher percentage of the 2021 market share, with SPACs representing 79% of the January IPOs.

Securities 40

Securities IPO Mergers and Acquisitions Shares 40

The TRADE

AUGUST 14, 2023

The newly merged transatlantic broker, Redburn Atlantic, will be headquartered in London, offering clients broader research coverage, corporate access and research sales alongside agency execution capabilities. By combining US and European research together in London, the new firm will benefit from a global industrial approach.

Broker 52

Broker Equities Mergers IPO 52

The TRADE

AUGUST 10, 2023

We are delighted to collaborate with InvestorLink to help connect retail brokers with hard-to-access investment solutions,” said Stephen Kay, global head of broker-dealer sales at Virtu. “By Quick to follow was Euronext which confirmed plans to launch an expanded retail trading service as part of its quarterly results in May. “By

Retail 52

Retail Investors Broker Collaboration 52

Sun Acquisitions

SEPTEMBER 16, 2024

Having well-documented processes in place not only streamlines operations but also instills confidence in potential buyers regarding the business’s sustainability post-sale. Negotiate Wisely and Protect Interests: Negotiating the terms of the sale is a delicate balance between maximizing value and protecting your interests.

Negotiation 59

Negotiation Business Sale Management 59

Sica Fletcher

AUGUST 21, 2024

Nine times out of ten, owners seeking an insurance agency investment bank are really looking for an M&A advisory firm: a financial institution that provides capital raising, IPO, and/or strategic/legal advisory services. A good first option is to sit down with a trusted advisor for an expert opinion on your sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. Add to it all the incoming cash from various sources like cash sale of goods or services, proceeds from the sale of assets or investments, the funds acquired by the issue of shares or through bank loans, etc. read more like salaries, taxes, etc.

Accountant 98

Accountant Finance Finance Profitability 98

Mergers and Inquisitions

JUNE 11, 2025

If you go against my advice and discuss an equity or debt deal instead, you’d have to search for documents like the S-1 for an IPO or a credit rating update issued by the credit rating agencies. Any press releases or commentary on it – ideally, original work on sites like Substack rather than junk from copy/pasted or AI-generated sources.

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

Cooley M&A

SEPTEMBER 16, 2022

There are compelling rationales for adopting a dual-class structure, but even proponents of the structure generally acknowledge that these benefits are significantly mitigated once the dual-class shares are out of the hands of the founders and/or pre-IPO stockholders. Voting agreements in public M&A transactions.

M&A 59

M&A IPO Mergers and Acquisitions Shares 59

OfficeHours

AUGUST 20, 2023

Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank. During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

CNBC: Investing

JUNE 9, 2025

Alexander estimates for every 1% sales growth Quaker sees, its earnings per share could rise 3.5% to 4.2%, which means shares could rebound quickly during a cyclical recovery. KWR YTD mountain Quaker Chemical stock in 2025. the longer-term 36%-38% range)," Alexander wrote in a note to clients.

Stock 66

Stock Shares Media Investment 66

Solganick & Co.

MAY 13, 2024

Some of his firm’s notable M&A transactions include Accenture’s acquisition of Nexira, Pandera Systems merger with 66 Degrees, Waypoint Consulting’s sale to WIPFLI, Visual BI’s sale to ATOS, as well as Flagship Solutions Group’s merger with Data Storage Corp, and others within the technology sector.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Focus Investment Banking

MAY 20, 2024

in $8B transaction), howstuffworks.com International (merged into NASDAQ company), Global Metro Networks, MetroNet (IPO), Performance Awareness Corp. IPO), and Megapath Communications. I draw on my own experience – for example, the “morning after” a sale and how to handle that. Believe it or not, that can be painful at first.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

M&A Leadership Council

AUGUST 15, 2022

A sell-off, which is by far the most common type of divestiture (and the type usually referred to as such), is the sale of one or more company units to another company – for example, when BF Goodrich Corporation sold its JcAIR Test Systems business to Aeroflex Incorporated in 2005. What is a sell-off? . What is a spin-off?

Mergers and Acquisitions 40

Mergers and Acquisitions IPO M&A Initial Public Offering 40

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). In the 2010s, startups began to postpone their IPOs, but they still needed funding. There’s usually a long list of previous VC investors as well.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

JANUARY 24, 2024

They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms). Procyon is spending aggressively on sales & marketing, resulting in negative Net Income, a declining Shareholders’ Equity, and a negative Cash position.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Mergers and Inquisitions

JANUARY 10, 2024

There is some overlap because at the large banks, wealth management clients often get early/privileged access to investment banking products, such as upcoming IPOs, equity/debt offerings, or new investment products. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Bank Banking 59

Software Equity Group

SEPTEMBER 17, 2024

C Corp for Software Companies Factor Impact Investor Appeal Tax Efficiency Ownership Flexibility M&A Potential C Corps are highly attractive to investors, particularly for those considering venture capital or IPO. C Corps are favorable for stock sales, making them ideal for larger exits.

M&A 52

M&A Corporation Stock Investors 52

The Deal

AUGUST 9, 2023

M&A is a central part of SymphonyAI’s growth strategy as the company prepares for a potential private placement and, eventually, an IPO. “We’re company focuses on retail, consumer goods, financial services, industrials and IT, and expects between $450 million to $500 million in sales this year.

M&A 40

M&A Private Equity Retail Financial Services 40

Growth Business

JULY 11, 2023

A management team will need to show they are ambitious, switched on and ready to push the boundaries in marketing, sales and finance. 3) Aquis Stock Exchange Aquis Stock Exchange , run by NEX, allows businesses to raise capital through Initial Public Offerings (IPOs). >See

Finance 75

Finance Finance Business Debt 75

Focus Investment Banking

APRIL 14, 2024

Many smaller operators who are well positioned with a solid customer base, a robust portfolio of goods, and healthier product lines could explore a sale at today’s attractive pricing, with options to sell to an industry competitor or a private equity group (PEG). Bakery industry challenges remain, and the market is increasingly competitive.

M&A 52

M&A Food Private Equity Manufacturing 52