JD Supra: Mergers

JUNE 10, 2025

Mergers and acquisitions (M&A) involving government contractors present unique challenges and considerations that require meticulous due diligence. This blog post outlines some of the basic best practices for due diligence when acquiring or selling a business that performs U.S. government.

Government

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.

Private Equity

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. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. In my view, corporate finance jobs are not ideal “stepping stone roles.”

Corporate Finance

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking

How2Exit

DECEMBER 2, 2024

Jamie emphasizes the utility of a consulting for equity model, presenting this as a novel method for alleviating the financial burden on business owners while simultaneously gearing their companies for significant growth.

Business

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

Investment Banking

CNBC: Investing

JUNE 11, 2025

Municipal bonds also present a good opportunity for investors, particularly general obligation bonds and essential service revenue bonds, said Brian Rehling, head of global fixed income strategy. " "[It] actually offers an opportunity for investors to get in at a little bit more attractive valuations," Rehling said.

Portfolio

Mergers and Inquisitions

JULY 9, 2025

Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices. Initially, it’s more of an Excel, research, and number-crunching role, but it shifts to presentations and communications as you move up. Recruiting: Who Wins Strategic Finance Jobs?

Corporate Finance

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 vs. Industry Average 0.5x

Retail

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA.

Private Equity

CNBC: Investing

JULY 16, 2025

This options trade maximizes returns Published Wed, Jul 16 2025 10:31 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Tesla (TSLA) is facing significant challenges that present a compelling bearish outlook. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading

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.

Trading

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. The industry is just starting to outperform, as traders rotate into a sector that is starting to look cheap after lagging this year. The entire S & P 500 sells for 23 times forward P/E.

Stock

CNBC: Investing

JUNE 24, 2025

"We believe the opportunity to add duration exposure for munis is again presenting itself in the near term," strategist Yingchen Li wrote in a June 6 note. For one, macroeconomic uncertainty has set both absolute and relative valuations at attractive levels, he said.

Investment

Lake Country Advisors

JULY 31, 2025

A formal valuation provides the facts and reveals what is helping or hurting your business’s market value. Get a professional valuation : An objective third-party valuation reveals your current worth and gives you a benchmark for improvement. It also helps you avoid pricing too high or too low when it’s time to sell.

Business

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

CNBC: Investing

JULY 2, 2025

"We upgrade ROST to Buy given its wide valuation gap to peers, and the margin opportunity." "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."

Stock

Focus Investment Banking

JUNE 30, 2025

Our investment banking team covers the full healthcare services landscape, and that acceleration reflects private equity’s overall surge in healthcare services investing from 2015 to present, especially in provider services. Equally important is how those funds are paid.

Private Equity

CNBC: Investing

JULY 15, 2025

The stock has a pretty high forward valuation, so I'm going to keep this breakout on a short leash while above the $66 pivot point. We offer active portfolio management and regular subscriber updates like the idea presented above.

Stock

Global Newswire by Notified: M&A

JULY 31, 2025

The total pre-money valuation of the Company’s completed July transactions is $20 million. All statements, other than statements of present or historical fact included in this press release, regarding the Company’s strategy, future operations, prospects, plans and objectives of management, are forward-looking statements.

Media

Francine Way

JULY 22, 2017

On this very last valuation blog post, I'd like to walk us through a presentation I made back in April 2017 as a part of my master in finance fellowship Capstone presentation. If you want to provide feedback or submit questions about this presentation, please email me at francinepway@gmail.com.

Valuation

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

Francine Way

JULY 13, 2017

As I mentioned in my valuation preparation post , Comparable Company is a valuation method that uses metrics of other similar businesses (same industry, size, geography, valuation multiples, etc.) Calculating the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Valuation

Francine Way

JULY 11, 2017

Just as any home appraiser or credit officer does before going through the analytical exercise to produce a score for a home or a borrower, valuation professionals go through several steps of preparation before the actual exercise of producing a number that can be used as a value of a company.

Valuation

Francine Way

JUNE 22, 2020

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here.

Valuation

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation. By: Mayer Brown

Private Equity

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. The major steps of DCF are: Identify extraordinary, unusual, non-recurring items from the target’s 10-Ks and 10-Qs.

Discounted Cash Flow

JD Supra: Mergers

SEPTEMBER 25, 2024

If finalized in its present form, the proposed rule could impact the valuation of small business pipelines by eliminating post-mergers and acquisitions (M&A) transaction eligibility for. Small Business Administration (SBA) on Aug. Comments are due on Oct. By: Holland & Knight LLP

M&A

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

Mergers and Acquisitions

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. However, company valuation isn’t as simple as slapping a price on your business. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences.

Discounted Cash Flow

PCE

JANUARY 11, 2024

Navigating Uncertainty, Seizing Opportunities As we step into 2024, the global economic landscape presents a mixed bag of challenges and opportunities, with a projected slowdown in growth and increased volatility. Let's delve into the key economic factors impacting valuations and explore tangible steps you can take to navigate the year ahead.

Valuation

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Financial Due Diligence: Valuation helps in conducting comprehensive financial due diligence.

Mergers and Acquisitions

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? Approaches to Business Valuation To achieve a comprehensive business valuation, professionals employ a range of methods.

Valuation

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Acers mentions, "Change the frame.

Sale

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. And it values the company today based on the present value of its dividends and that potential future value (either the stock price or the Equity Value via the Terminal Value calculation).

Valuation