OfficeHours

JUNE 6, 2023

Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation. Communication and Presentation Effective communication and presentation skills are crucial in the private equity industry. Understand the Firm Research the private equity firm thoroughly.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

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. Forecasting dividend amounts during the forecast horizon, as well as their present values.

Valuation 130

Valuation M&A DCF Shares 130

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. in our Active Opportunities Portfolio. With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors. I'm looking to increase both of them to above 5%.

S&P 134

S&P Portfolio Investment M&A 134

Global Newswire by Notified: M&A

JUNE 23, 2025

million-square-foot Ohio Industrial Portfolio June 23, 2025 16:15 ET | Source: Plymouth Industrial REIT Inc. million-square-foot portfolio of industrial properties located across Columbus, Cincinnati, and Cleveland, Ohio for a total purchase price of $193.0 Accessibility: Skip TopNav Plymouth Announces Strategic Acquisition of a 1.95-million-square-foot

Portfolio 40

Portfolio Acquisitions Accountant Management 40

Sun Acquisitions

MARCH 26, 2024

Integrating Cybersecurity as a Service (CSaaS) into an MSP’s portfolio through strategic business acquisitions offers a robust response to the increasing demand for comprehensive cybersecurity solutions. Business acquisition is a strategic leap, allowing an MSP to acquire these capabilities and market-ready solutions instantly.

Portfolio 52

Portfolio Acquisitions Business IT 52

Sun Acquisitions

MAY 3, 2024

Such strategic mergers are not just about expanding service portfolios; they’re about redefining the value proposition to clients by integrating cutting-edge designs and techniques into their projects. Challenges and Considerations While acquiring innovative paving firms presents numerous opportunities, there are also challenges.

Portfolio 52

Portfolio Mergers and Acquisitions Acquisitions Broker 52

OfficeHours

JUNE 6, 2023

The fundraising process typically involves multiple stages, starting with initial discussions and due diligence, followed by formal presentations, negotiation of terms, and ultimately securing commitments from investors. The process can be time-consuming, often taking several months or even years to reach the target fund size.

Private Equity 147

Private Equity Equities Debt Investment 147

Beyond M&A

OCTOBER 2, 2023

This is particularly impactful on junior investors who have put considerable effort into vetting a potential addition to their portfolio, only to find their work was in vain. Transform : The business operates with less ‘obvious’ issues and can present a their firm in it’s best light.

Investors 147

Investors Corporate Finance Investment M&A 147

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. rn Key Takeaways: rn rn rn Marketing agencies present lucrative opportunities for acquisition, with Onfolio focusing heavily on this sector due to impressive performance metrics.

M&A 130

M&A Acquisitions Business Public Trading 130

TechCrunch: M&A

JUNE 2, 2023

It noted at the time: We believe now is the time to combine our two companies and are pleased to present to you this non-binding indicative offer (the “Indicative Offer”), which outlines the principal terms and conditions under which NANO would propose to enter into a business combination with Stratasys (the “Proposed Transaction”).

Mergers and Acquisitions 199

Mergers and Acquisitions Mergers Acquisitions Manufacturing 199

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

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. alone has "massive headroom." " After adding bitcoin and Ethereum futures trading, the company is now gearing up to launch perpetual futures trading.

Stock 74

Stock Media Investment Shares 74

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements. A privacy by design approach is used by Placer.ai

Portfolio Management 105

Portfolio Management Investment Retail Portfolio 105

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. However, the decline in traditional alcohol consumption may be exaggerated.

Trading 69

Trading S&P Portfolio Investment 69

CNBC: Investing

JULY 2, 2025

"We believe the recent weakness in PRMB shares presents an opportune long-term entry point in an attractive 3-5% topline growth story aligned with health/wellness trends." " Morgan Stanley upgrades Primo Brands as overweight Morgan Stanley says shares of the water beverage company are best positioned.

Stock 111

Stock Investment Media Shares 111

Bronte Capital

MAY 9, 2022

This is the stock in the portfolio I have the most hope for the future. Here is the Swedish Match shipment volumes for Zyn from the last results presentation. A product that attacks an enormous brand-loyal and addictive market with a superior product. Oh, and did I mention the product has strongish patent protections?

Management 130

Management Business Utilities Capital 130

Sun Acquisitions

DECEMBER 16, 2024

For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. This strategic collaboration presents a win-win scenario for businesses, the environment, and society. M&A provides a shortcut for companies to acquire the missing puzzle piece.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

Beyond M&A

SEPTEMBER 13, 2023

Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps. the report states that 50% of IT MSP present Master Service Agreements, MSAs, that were not written by lawyers due to cost.

Investors 147

Investors IT Engineering Management 147

CNBC: Investing

JUNE 11, 2025

With technical rejection and elevated implied volatility (IV) offering attractive premiums, this set-up presents a timely opportunity for bearish exposure to capitalize on WMT's vulnerabilities. Trade Timing The timing for adding bearish exposure to WMT is optimal, as the stock recently rejected its $100 area of resistance.

Retail 64

Retail Trading Stock Shares 64

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. if it’s a publicly listed firm, take a look at their recent investor presentations and earnings calls).

Private Equity 147

Private Equity Equities Investment Valuation 147

Global Newswire by Notified: M&A

MARCH 25, 2025

NYSE: AMPY) (Amplify or the Company) today posted a new presentation on its website, providing additional information on its previously announced definitive agreement to acquire Juniper Capitals upstream Rocky Mountain portfolio companies. HOUSTON, March 25, 2025 (GLOBE NEWSWIRE) -- Amplify Energy Corp.

Capital 40

Capital Portfolio Acquisitions IT 40

CNBC: Investing

JULY 2, 2025

We think the market is over extrapolating the amount of profitability and growth in the GLP-1 drugs, which Eli Lilly, of course, is, you know, the the poster child for today."

Stock 60

Stock S&P Healthcare Media 60

CNBC: Investing

JULY 2, 2025

"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." "Nvidia (NVDA) is a pioneer in the accelerated compute space who stands to benefit from AV adoption," Arya said.

Banking 95

Banking Bank IT Stock 95

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% position after increasing from 1% on the May 28th 2025 reallocation.

IT 71

IT Portfolio Stock Investment 71

Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Advanced AI models like GPT-4 are reshaping industries and altering what tech due diligence looks like. Robustness of AI Models: How well does the AI model perform?

Investors 130

Investors Risk Management IT Risk Assessment 130

The TRADE

APRIL 17, 2024

The platform has the ability to adapting the shifting market conditions to access opportunities and mitigate risk, offering a hedging solution to protect portfolios against adverse currency movements. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio 64

Portfolio Management Portfolio Management Funds 64

How2Exit

MAY 6, 2024

rn rn rn Targeting 65 - 75-year-old business owners can present opportunities with distressed assets or sellers motivated by life events such as retirement or health issues. This transformative process often ignites a shift that carries the potential to reshape not only an investor's portfolio but also the character of local economies.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

Growth Business

SEPTEMBER 29, 2023

“That’s not to say that investors shouldn’t seize on the opportunities presented by new innovations – far from it. Entrepreneurs should be able to go to their VCs for introductions, market insight and access to networks both externally and within the portfolio.

Capital 96

Capital Investment Funds Investors 96

CNBC: Investing

JUNE 24, 2025

Last week, both Mastercard and Visa were under pressure after news broke about the stablecoin bill — a classic knee-jerk reaction that now presents a solid trading opportunity. For this particular setup, I'm focusing on Mastercard (MA).

Trading 60

Trading Book-building Stock Investment 60

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking 59

Investment Banking Banking Bank Investment 59

The TRADE

NOVEMBER 3, 2023

The report iterates the importance of human traders when trading across regions in practice, where the personalised service high-touch trading offers is often omitted, presenting additional complexities. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

CNBC: Investing

JULY 1, 2025

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." " Nvidia is a pioneer in the accelerated compute space who stands to benefit from AV adoption. " Wolfe upgrades C.H.

S&P 76

S&P Stock Banking Bank 76

How2Exit

OCTOBER 21, 2024

The discussion delves into Nicholas's investment philosophy and approach to building a diverse portfolio within his hold company. Diverse Venture Portfolio: Nicholas's holdco spans industries from crypto to healthcare, showcasing the value of diversified investments.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Healthcare Business 130

The Deal

DECEMBER 18, 2023

Business payments, which Corsair targets through an investment in TreviPay, lags the consumer market in some respects but presents an outsized opportunity. Around 25% of portfolio companies have been held for six or more years today, Schein noted. total addressable market at $125 trillion.

Private Equity 64

Private Equity Insurance Portfolio Business 64

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. Expect the usual mix of behavioral/fit questions and technical questions, but the technical ones will focus on accounting and concepts like the breakeven formula , net present value , journal entries, capital structure, and hedging.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

CNBC: Investing

JULY 9, 2025

If we draw an uptrend line from that 2008 low and extend it to the present, we can see that ASML's turn in April coincided almost perfectly with a test of that long-term trendline — as the chart clearly shows. Lastly, here's a monthly chart in log scale that goes all the way back to the lows of the financial crisis.

Stock 67

Stock Investment Media Finance 67

How2Exit

NOVEMBER 27, 2023

With over 15 years of experience in corporate development and mergers and acquisitions, Scott specializes in acquiring and integrating security companies into Tarian Security's portfolio. rn Conclusion and Future Outlook rn The security industry presents both challenges and opportunities for business owners and potential sellers.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130