PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management

The TRADE

FEBRUARY 20, 2024

UAE national bank Commercial Bank International (CBI) has adopted Bloomberg’s multi-asset risk system (MARS) modules for counterparty risk, market risk and valuation. The bank will now adopt three additional modules of the solution, making MARS its primary risk management system.

Risk Management

The TRADE

JANUARY 31, 2024

The indices are built on a transparent rules-based methodology – sourcing data from multiple exchanges – enabling precise pricing, valuation and performance tracking which can be used to support analysis and decision making within the crypto market.

Investors

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? This should include evaluating the target’s financial health, customer base, management team, legal and regulatory compliance, and potential synergies or challenges. Assess the potential risks or challenges associated with integrating the two companies.

M&A

CNBC: Investing

JULY 1, 2025

It's been a volatile ride since then, as the company navigates expansion in a competitive fast casual dining space, as well as a rich valuation that has some reluctant to chase into all-time highs. million shares per week) that screams institutional accumulation, despite the high valuation. 2026 expected: 24.9%

IT

Solganick & Co.

OCTOBER 15, 2024

It covers the latest mergers and acquisitions deal announcements, valuations, public company data, and other trends announced in Q3 2024. Data Protection, Risk Management, and Infrastructure were other key sub-sectors of M&A activity. Valuation multiples for publicly-traded cybersecurity companies ranged from a median 9.5x

Mergers and Acquisitions

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm employs 93 professionals.

Private Equity

Wall Street Mojo

JANUARY 3, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Sale

Peak Frameworks

SEPTEMBER 18, 2023

The Importance of FOB for Financial Professionals Valuation Considerations FOB can directly impact the valuation of goods. For an investment banker evaluating an M&A deal, understanding the FOB terms of the target company's imports can significantly influence the valuation.

Private Equity

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. Factors like valuation, IRRs, and payback periods come into play.

Private Equity

Sun Acquisitions

JULY 5, 2024

One of the most significant impacts of uncertainties is on valuation. Risk Management: Develop a risk management strategy to address identified uncertainties effectively.

Mergers and Acquisitions

Solganick & Co.

JANUARY 15, 2025

Risk Management, Infrastructure, and Identity were other key sub-sectors of M&A activity.Identity acquirers are increasingly looking to offer comprehensive and more efficient coverage of end-customers on-premises and cloud environments, given legacy deployments of siloed identity solutions. at: mkim@solganick.com

Mergers and Acquisitions

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank

The TRADE

OCTOBER 25, 2023

The firm provides users with pre- and post-trade analytics, as well as unbiased OTC content and proprietary data, price discovery insights, and risk management services. The tools manage balance-sheet exposure and also provide compression and optimisation services.

Trading

Focus Investment Banking

MAY 22, 2025

From FOCUS Investment Bankings experience in the market, certain traits consistently define high-performing, resilient firms traits that not only command premium valuations but also position sellers for successful transitions. They also improve working capital management and justify premium valuation multiples in the M&A market.

Broker

Sun Acquisitions

JULY 21, 2023

Thorough due diligence minimizes the risk of future surprises and maximizes the chances of a successful transaction. Valuation and Pricing: Due diligence plays a critical role in determining a target company’s value and appropriate pricing.

M&A

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

Business

Viking Mergers & Acquisitions

APRIL 17, 2023

A wise first step in planning is to have a no-cost, no-obligation business valuation performed by a Viking business advisor to understand the fair market value their business would fetch on the open market. Understanding that and incorporating risk management into their strategic plan will help mitigate future threats.”

Mergers and Acquisitions

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment

Sun Acquisitions

FEBRUARY 23, 2024

Valuation: Accountants help sellers determine the fair market value of their assets. Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management.

Broker

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc. Without swap, this would nit have been possible.

Financial Institution

Sun Acquisitions

JULY 3, 2023

Due diligence is a risk-management process that potential buyers undertake to investigate a company’s financial, legal, and operational aspects. Due diligence is vital in selling a family business as it gives potential buyers transparency and insight into its operations, processes, challenges, and risks.

Business

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. and Europe, require accurate reporting of salvage values for depreciation and asset valuation.

Finance

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling

Wall Street Mojo

FEBRUARY 9, 2024

Leveraging derivatives to capture the best results at a given point in time may help portfolio managers achieve closely matching outcomes, in addition to performance monitoring, effective risk management , risk diversification , etc. Insurance companies use this tool for risk management and planning.

Portfolio

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues. Use dashboards and reporting tools to visualize risk data.

Risk Assessment

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank

Peak Frameworks

JUNE 5, 2023

Recognizing the Warning Signs While it's difficult to identify a peak in real-time, certain indicators such as extreme investor optimism, high valuations relative to historical norms, and rapid increases in interest rates can serve as potential warning signs.

Business

Mergers and Inquisitions

MARCH 8, 2023

The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock. But the bottom line is that if you want to make a dramatic change after gaining experience in commodity trading, you’ll probably need an MBA.

Funds

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. Such disputes can significantly impact the valuation and financial planning of the companies involved.

Trading

Software Equity Group

AUGUST 20, 2024

The software offers features for operations management, work planning and control, dashboards, business intelligence, reporting, environmental health and safety, workforce management, and risk management.

Investment

Solganick & Co.

NOVEMBER 15, 2023

By incorporating Adjusted EBITDA into financial analysis, analysts can provide more insightful and reliable assessments, enabling stakeholders to make informed decisions about investments, strategic initiatives, and risk management.

Financial Analysis

Devensoft

JUNE 13, 2023

Legal advisors can also help draft and negotiate legal documents, such as asset purchase agreements and non-disclosure agreements, while financial advisors can provide insights on valuation and deal financing. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

M&A

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. Risk Management Every project has risks. There is also a risk of not doing a project. 15.4.3 Do not feel uncomfortable to push back.

Business

The TRADE

APRIL 30, 2024

In a wider sense, Basel III impacted financial market by promoting greater stability, resilience, and risk management within the banking sector. This has resulted in a range of operational and legal challenges, as well as potential basis risk between Libor and RFR-based contracts.

Financial Institution

Lake Country Advisors

NOVEMBER 26, 2024

Assessing Business Valuation and Profitability Determining the value of a manufacturing business goes beyond reviewing financials. A comprehensive valuation requires analyzing quantitative and qualitative metrics to evaluate the business’s current performance and growth potential. appeared first on Lake Country Advisors.

Manufacturing

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds