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. Management Buyouts. He avoids businesses that are overly reliant on government contracts or struggling to maintain profitability.

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

Focus Investment Banking

MARCH 10, 2025

Can your team manage sales/marketing, supply chain, relationships, and business decisions independently? Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. These are called addbacks, and are extremely important to valuation. For a successful exit, the answer should usually be Yes.

Investment 52

Investment Book-building Sale Business 52

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 52

Private Equity Equities Valuation M&A 52

CNBC: Investing

JUNE 28, 2025

"We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. We expect this to translate to scaling profitability growth and free cash flow generation." The firm said Roku has a plethora of streaming growth opportunities, leaving it well positioned in the second half.

Stock 91

Stock Banking Bank Shares 91

MergersCorp M&A International

NOVEMBER 16, 2024

As one of the top leagues in the world, Serie A has a storied history and a dedicated fan base, making its clubs valuable assets not only in terms of their sporting prowess but also their potential for growth and profitability.

M&A 52

M&A Securities Mergers and Acquisitions Investment Banking 52

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. Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management.

Middle Market 52

Middle Market Business Broker Sale 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. For guidance, see our article on Website Valuation and Discretionary Earnings.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Evaluating a business thoroughly before making this decision is critical.

Business 52

Business Profitability Debt Negotiation 52

Lake Country Advisors

JUNE 11, 2025

What your company does, how it earns revenue, and the type of assets or obligations it holds will influence which deal format is more practical and more profitable. They may prefer asset sales to protect their portfolios and manage risk exposure more precisely.

Sale 52

Sale Business Stock Broker 52

CNBC: Investing

JUNE 16, 2025

"To that point, management noted the newly acquired customer cohorts are from younger generations (Gen-Z/Millennials = greater lifetime value opportunity), transacting at higher [average unit retails], returning to the brand with higher purchase frequency rates & higher retention rates (vs.

Retail 58

Retail Shares Stock Media 58

CNBC: Investing

JUNE 17, 2025

Also, its exposure to the eliminiation of the de minimis exemption — which previously exempted importers that shipped goods valued at less than $800 from duties — is "manageable," the analyst said. "Another benefit to Etsy from this dynamic is a pullback in ad spend at Temu and Shein."

Retail 61

Retail Investors Investment Media 61

CNBC: Investing

JULY 14, 2025

Moreover, the company's management appears to be more positive about reaching its goals. "Recent travel with management underscored execution is key; many details shared are consistent with prior messaging, though confidence/enthusiasm around changes adds conviction." Shares of nCino have slipped 14% this year.

Stock 63

Stock Media Investment Finance 63

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. All of this combines to lead toward perhaps the biggest benefit of specialization or maybe the second biggest benefit behind proper and safe repairs and that is increased profitability.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 16, 2025

The screen does not include valuation since stocks that experience multiple contraction before corrections perform the worst during the corrections, he said. The tech giant managed to hit a record close of $467.68 Yet providing power management solutions for data centers and manufacturing facilities is one segment of its business.

Stock 70

Stock S&P Portfolio Investment 70

CNBC: Investing

JUNE 27, 2025

While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future. This comes as shares surged more than 9% in the premarket Friday after Nike beat analysts' expectations on the top and bottom lines.

Shares 81

Shares S&P Stock Media 81

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. That suggests roughly 58.5% Omada generated $169.8 million in revenue in 2024, up 38% from $122.8

Media 95

Media Investment Stock Finance 95

Sun Acquisitions

JUNE 9, 2025

Yet creating a consistently profitable business is only step one. 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.

Manufacturing 59

Manufacturing Business Valuation Sale 59

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Because this step is similar in this method as it is in the other valuation methods (DCF, Comparable Company, etc.),

Valuation 130

Valuation M&A DCF Shares 130

How2Exit

OCTOBER 6, 2022

Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. It’s the best starting point toward achieving an optimal net profit. NOTE: The longer the annual contract, the better the valuation.

Management 130

Management Valuation S&P Acquisitions 130

Sun Acquisitions

MARCH 8, 2022

Sun Acquisitions is pleased to announce the successful acquisition of a profitable residential landscaping business, American Lawn & Landscape Co. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement. The business is based in the Greater Chicago area.

Profitability 98

Profitability Sale Acquisitions Business 98

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. billion (USD) in 2020. billion by 2026.

Management 100

Management S&P Acquisitions Business 100

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

Wall Street Mojo

JANUARY 17, 2024

What Is Profit And Loss Statement? A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. Table of contents What Is Profit And Loss Statement? Profit and Loss Statement Explained Sample How To Prepare?

Profitability 52

Profitability S&P Financial Statement Accountant 52

Lake Country Advisors

OCTOBER 27, 2023

At the core of the debate of business appraisal vs business valuation, both approaches aim to determine a company’s worth. So, what’s the difference between a business appraisal and a business valuation? They indicate a company’s past performance and potential future profitability.

Valuation 52

Valuation Business Mergers and Acquisitions Insurance 52

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. This post will examine the current state of public SaaS company valuations and what it means for private companies. What is the SEG Index?

Valuation 52

Valuation M&A Stock Profitability 52

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 57

Portfolio Management Valuation Sale Profitability 57

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Software Equity Group

DECEMBER 21, 2023

Here’s a closer look at what the future looks like for the SaaS M&A market and its valuation multiples. Forty-one percent said they’ve seen either no change or an increase in valuations since 2022 for the high-quality assets they are targeting, and nearly 50% said they expected to see valuations increase in 2024.

M&A 52

M&A Valuation Private Equity Investors 52

Software Equity Group

OCTOBER 22, 2024

The difference pays off in higher valuations: Companies that can retain and grow within their customer bases, particularly in the face of a recession, are rewarded with higher multiples. These factors make high-NRR companies attractive to investors and buyers, often resulting in higher valuation multiples.

Valuation 52

Valuation Investors IT Management 52

Software Equity Group

NOVEMBER 13, 2023

In 2022, investors and buyers were keenly focused on gross revenue retention (GRR) and gross profit margin (GPM) as top metrics to target. Gross Revenue Retention & Gross Profit Margin: The Slight Shift As of this blog’s update, we have published our 2023 State of SaaS M&A: Buyers’ Perspectives Report.

Profitability 52

Profitability Private Equity Investors M&A 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L).

Funds 59

Funds Management S&P Recruitment 59