CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x

Retail 63

Retail Trading Stock Shares 63

CNBC: Investing

JUNE 13, 2025

The bank upgraded shares of the cloud security stock to an overweight rating from equal weight. Shares of Zscaler have surged 67% in 2025. " As these three investment points come to fruition, Nowinski believes that the case for Zscaler shares to soar an additional 28% begins to look especially compelling.

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Securities Stock Media Investment 113

PCE

JUNE 9, 2025

Industry Trends Largest Transactions Closed Target Buyer Value($mm) Please Share This Tweet Share Pin It Share RELATED RESOURCE PCE Names Valuation Practice Leader Read now RELATED RESOURCE Resource Title goes here Read now PCE Investment Bankers, Inc. You can depend on us to deliver maximum results.

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CNBC: Investing

JUNE 9, 2025

Israel-based eToro went public on May 15 , with its initial public offering price at $52 per share, above the high end of its proposed range. The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share. Shares surged more than 5% on Monday to hit a fresh 52-week high.

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IPO Trading IT Retail 63

Global Banking & Finance

MARCH 4, 2024

Hipgnosis’ songs portfolio valuation falls sharply; extends dividend halt (Reuters) – The valuation of the songs portfolio owned by Hipgnosis Songs Fund has declined at least by a fifth from five months ago, the struggling UK music investor said on Monday as it halted dividend payments for the “foreseeable future” Shares in (..)

Valuation 40

Valuation Portfolio Funds Investors 40

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

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M&A Acquisitions Private Equity Portfolio 130

CNBC: Investing

JUNE 11, 2025

per share on revenue of $15.59 Shares of the tech company have gained more than 7% this year. Most analysts have pointed to its Oracle Cloud Infrastructure, or OCI, business as a key asset in its portfolio. We lean positive on underpriced OCI optionality (Stargate/Sovereigns), attractive positioning, and a reasonable valuation."

IT 101

IT S&P Stock Media 101

TechCrunch: M&A

AUGUST 2, 2023

Hopin , the virtual events startup that saw its star (and valuation) rise quickly during the COVID-19 pandemic, is most definitely coming down to earth. We expect the technology and outstanding talent from Hopin will accelerate our ability to achieve these goals and help us differentiate our entire video portfolio.”

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Business Valuation IT Acquisitions 234

CNBC: Investing

JUNE 16, 2025

" CELH 1D mountain Celsius Holdings, over one day Celsius shares have surged this year, rallying more than 56%. 21, Celsius shares popped 25% on strong quarterly earnings results, as well as on acquiring health and wellness company Alani Nu. "But the favorable price paid reduces the risk."

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Shares Stock Media Investment 77

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. Shares have climbed even higher since that time, closing at $478.87 NextEra shares have an average rating of overweight and 11% upside to the average price target.

Stock 75

Stock S&P Portfolio Investment 75

CNBC: Investing

JUNE 9, 2025

How to trade it Published Mon, Jun 9 2025 10:46 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE RH's unique position, with a high-end assortment, relative scale, and a small share of the home furnishings market, leaves room for long-term growth. share vs. $2.10 However, the weak U.S. housing market is a significant headwind.

Retail 97

Retail Trading Stock IT 97

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. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

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Private Equity Equities Investment Investment Banking 147

CNBC: Investing

JUNE 17, 2025

The investment firm maintained its buy rating on the e-commerce retailer, but lifted its price target to $60 per share from $55. Shares of Etsy have risen nearly 2% this year. This updated forecast is roughly 11% above Etsy's Monday closing price of $53.89.

Retail 64

Retail Investors Investment Media 64

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.

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Securities Investors Shares Financial Modeling 98

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:

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Mergers and Acquisitions Business Sale M&A 130

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.

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M&A Acquisitions Business Public Trading 130

Beyond M&A

SEPTEMBER 18, 2023

I hope sharing these will give you an understanding of severity without veering into technical jargon. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. Below are some informal/internal notes of a previous cyber-security assessment.

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Investment Profitability Business M&A 147

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Here are the steps to define a company-specific M&A playbook: Establish clear objectives: Clearly define your company’s strategic goals, such as growth, expansion, diversification or increased market share, and how M&A can help achieve those goals.

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M&A Consulting Mergers and Acquisitions Valuation 130

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. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

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Middle Market Business Broker Sale 52

Accenture Capital Markets

SEPTEMBER 5, 2023

This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs. The challenge with this? The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

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Investors Financial Services Insurance Investment 94

CNBC: Investing

JUNE 19, 2025

Competition : Rivals like On Running and Hoka (owned by Deckers) are gaining market share with innovative, trendier products, eroding Nike's dominance in the running category. Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon).

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Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash). There’s usually a long list of previous VC investors as well. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

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Valuation M&A Insurance S&P 52

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. The Smokey Bones deal, for example, adds 61 restaurants to FAT Brands’ portfolio, and the company has several initiatives underway that complement FAT’s strategy, including expanding off-premise channels.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

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?

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Capital Valuation Investment Portfolio 59

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions M&A 130

Devensoft

JUNE 14, 2023

There are numerous factors to consider when evaluating a target company, such as financial performance, market share, and intellectual property. ESG factors can impact the valuation of a target company. Consider ESG in the valuation process: Investors and acquirers should consider ESG factors when valuing a target company.

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M&A Investment Valuation Mergers and Acquisitions 52

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%.”

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Funds Investors Mergers and Acquisitions Mergers 64

Lake Country Advisors

JUNE 11, 2025

Stock Sale: Selling the Entire Company as a Package In a stock sale, the buyer purchases your ownership shares, taking over the business as a whole. They may prefer asset sales to protect their portfolios and manage risk exposure more precisely. This structure can be key if your exit is about more than just financial return.

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Sale Business Stock Broker 52

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa]. MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field.

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Sale Acquisitions Mergers and Acquisitions Medical 52

Solganick & Co.

AUGUST 21, 2024

Maintained its market leadership with a 32% share of the global cloud market in Q2 2024. May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. billion in revenue during Q2 2024, representing a 19% year-over-year increase.

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M&A Mergers and Acquisitions Consulting Mergers 52

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. Devin shares his journey into the mergers and acquisitions space and provides valuable insights into the process of acquiring and selling businesses.

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Acquisitions Mergers and Acquisitions Business Education 130

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The other variable that goes into valuation is the multiple these buyers will use. An experienced advisor will walk through these methodologies and factors to provide guidance on valuation.

Private Equity 52

Private Equity Valuation Food Equities 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 Banking Bank Investment 59

Focus Investment Banking

MAY 10, 2024

Large corporates have pursued acquisitions to increase their market share, grow their customer base, and/or expand their footprint. In its recent earnings release, Sysco shared its plans to pursue M&A and indicated that it has a “strong pipeline of tuck-in acquisitions focused on broadline, specialty, and cuisine-type opportunities.”

Food 52

Food M&A Private Equity Valuation 52

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

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Economics Portfolio Equities Investors 52

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Conduct thorough research to identify businesses that align with your strategy and culture.

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Finance Finance Acquisitions Business 59