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 130

Valuation M&A Mergers Mergers and Acquisitions 130

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 130

Valuation M&A Mergers and Acquisitions Advisory 130

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 130

Discounted Cash Flow Valuation M&A DCF 130

JD Supra: Mergers

AUGUST 29, 2024

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

Private Equity 163

Private Equity Portfolio Finance Finance 163

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 163

M&A Mergers and Acquisitions Business Valuation 163

How2Exit

NOVEMBER 25, 2024

Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps. Roll-ups involve acquiring multiple small companies within the same industry and integrating them to form a larger operation, thus enhancing scalability and market valuation.

Business 130

Business Mergers and Acquisitions Finance Finance 130

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 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

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.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

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 52

Valuation Economics Business 52

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 59

Mergers and Acquisitions Valuation M&A Mergers 59

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 52

Valuation Business Mergers and Acquisitions Insurance 52

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 64

Valuation DCF Debt Financial Modeling 64

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 130

Sale Business Mergers and Acquisitions Valuation 130

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

Private Equity 52

Private Equity Valuation Equities Business 52

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

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.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

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 98

Private Equity Recruitment Equities Middle Market 98

Software Equity Group

DECEMBER 18, 2023

Given geopolitical instability, high interest rates, and the perception that B2B SaaS valuation multiples are declining, it is no great surprise that many founders interested in pursuing a transaction are considering delaying a liquidity event. Continue reading to learn more about what is driving today’s B2B SaaS valuation multiples.

Valuation 52

Valuation M&A Profitability Investors 52

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

Valuation 52

Valuation Business Advisory Sale 52

OfficeHours

AUGUST 7, 2023

When we refer to a case study here, I am referring to a situation in which you are given a CIM of a sample company and asked to create an LBO model as well as formulate thoughts on this company as a potential investment opportunity given what is presented in the CIM.

Investment 130

Investment Business Underwriting IT 130

Lake Country Advisors

JUNE 24, 2025

They help buyers decide how much your business is worth: Numbers directly influence business valuation. A strong financial story can increase your business valuation and asking price or defend it during negotiations. This makes it easier to forecast future performance, which is critical to justifying your valuation.

Business 52

Business Profitability Valuation Negotiation 52

OfficeHours

JUNE 5, 2023

DO NOT let yourself fall victim to such a ploy – instead, follow the tips outlined below to stand out in the interview process: Understanding the Purpose of an LBO As you have likely heard time and time again, knowing WHY you are using a valuation method is just as important as knowing HOW to use a valuation method.

Private Equity 147

Private Equity Valuation Debt Equities 147

OfficeHours

JUNE 6, 2023

Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals. Communication and Presentation Effective communication and presentation skills are crucial in the private equity industry.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

How2Exit

FEBRUARY 12, 2024

It is important to understand the buyer's perspective and present the business in the best possible light. rn Building a valuation edge and saturation-proofing the business are key strategies for attracting buyers and maximizing value. rn Sellers should be cautious when making changes to the business before selling.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

Mergers and Inquisitions

JUNE 11, 2025

The investor presentation for the deal. To say anything about the valuation, you’d have to use sites like FinViz or BeyondSPX to look up multiples for other companies in the sector (or hope the Capstone reports cover it). Common questions include: Can you describe the financials or valuation multiples in more detail?

M&A 59

M&A Debt Mergers and Acquisitions Banking 59

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 64

Retail Trading Stock Shares 64

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

Valuation 52

Valuation IT Profitability Sale 52

How2Exit

MARCH 11, 2024

The conversation highlights the significance of financial organization, customer diversification, and realistic valuation of assets. rn Valuation of assets should be based on current market value, not the original purchase price. Richard also discusses common pitfalls and lessons learned from his own experiences.

M&A 130

M&A Business Mergers and Acquisitions Valuation 130

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

OfficeHours

JUNE 12, 2023

At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional. To do so, you can either get experience at your job or supplement it by taking relevant courses or certifications on LBO modeling, valuation techniques, and general investment analysis.

Private Equity 147

Private Equity Equities Investment Valuation 147

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 40

Valuation M&A Mergers and Acquisitions Sale 40

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 105

Corporate Finance Finance Finance Corporation 105

Global Newswire by Notified: M&A

AUGUST 15, 2024

The current scenario presents a growing penetration of the said technology along with advances to suit more applications. Machine learning has seen unparalleled growth and modernization in the recent past, changing several domains and influencing the way individuals work and live.

Valuation 40

Valuation Healthcare 40

PCO M&A Specialists

MARCH 8, 2021

He is also the Education Committee Chair for the Florida Pest Management Association and is a regular presenter at many state and national pest conferences. He has worked alongside pest control owners and managers to optimize their operations, reduce expenses and increase efficiencies.

Valuation 40

Valuation Business M&A Consulting 40

Global Newswire by Notified: M&A

DECEMBER 2, 2024

On the other hand, it is anticipated that the increasing use of IoT in wafers and compound semiconductors in smart technologies would present appealing prospects for global compound semiconductor system market share advancement throughout the course of the projection year.

Valuation 40

Valuation Electronics Shares IT 40

Global Newswire by Notified: M&A

SEPTEMBER 3, 2024

Smart metering has presented unparalleled growth in the recent past. Westford, USA, Sept. 03, 2024 (GLOBE NEWSWIRE) -- SkyQuest projects that the Global Smart Meters Market will reach a value of USD 49.35 Billion by 2031, with a CAGR of 10.1% during the forecast period (2024-2031). is one of the leading trends seen in the market.

Valuation 40

Valuation Utilities Management IT 40