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 guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations.

Middle Market 52

Middle Market Business Broker Sale 52

CNBC: Investing

JULY 12, 2025

Its Brand Tripadvisor segment is engaged in providing an online global platform for travelers to discover, generate and share authentic user-generated content in the form of ratings and reviews for destinations, points-of-interest, experiences, accommodations, restaurants and cruises. Stock Market Value : ~$2.36B ($18.00

Media 57

Media Stock Investment Business 57

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. For buyers, its the foundation for initial valuation modeling and due diligence planning. But what exactly should a CIM include?

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

CNBC: Investing

JULY 10, 2025

" Schneider highlighted that early signs of AI use cases — such as driving corporate headcount reductions and greater sales — have emerged and created a path towards reinvestment into future growth. Chipmaker Broadcom should drive outsized market share in custom silicon for hyperscalers, Schneider said.

Stock 97

Stock Investment Media Portfolio 97

CNBC: Investing

JUNE 28, 2025

Meta Platforms , for example, is already using AI for targeted advertisements, a change that has helped the tech company boost sales. NOW YTD mountain ServiceNow shares year to date ServiceNow is one holding with a roughly 2% weighting in the Gabelli Growth Fund. Broadcom shares are another holding that has exposure to the AI theme.

Funds 127

Funds Stock Investment Portfolio Management 127

CNBC: Investing

JUNE 6, 2025

" Valuations are historically depressed, Schott said, which means the sector has already priced in the worst possible outcome. Fundamentals for biopharma stocks have improved in recent years, which should support "a more manageable sales/EPS erosion outlook for most names," he added.

S&P 52

S&P Stock Pharmaceutical Media 52

How2Exit

DECEMBER 2, 2024

Jamie shares his transformative journey from discovering his passion for business after watching "The Thomas Crown Affair" to co-founding Monopoly Capital. Key Takeaways: Transition Story : Jamie Simpson's non-traditional journey from sales to M&A illustrates the power of inspiration and resilience in career development.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

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 106

Investment Banking Bank Banking Investment 106

CNBC: Investing

JUNE 10, 2025

Wells Fargo analyst Mike Mayo reiterated his overweight rating on shares of JPMorgan Chase and raised his price target to $320 from $300. "JPM should reflect our 'Goliath Is Winning' theme, as greater offense is expected to play with est. ongoing market share gains and improving operating efficiencies."

Media 69

Media Stock Shares Bank 69

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. vs. Industry Average 18x Price to Sales Ratio: 1.2x Forward PE Ratio: 37.4x

Retail 66

Retail Trading Stock Shares 66

Sun Acquisitions

JANUARY 8, 2025

By selling your IT orMSPbusiness now, its possible to take advantage of these broader macro trends which in turn can significantly enhance your valuation. Step Two: Find Your Valuation Heres the reality: Valuation isnt an exact science. Lets look at some of the factors that influence valuation.

Business 105

Business IT Sale Valuation 105

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

CNBC: Investing

JUNE 17, 2025

Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. "This is a 17 [price-to-earnings] multiple, so good value with a growth component. [It] " The fund reached record levels on Monday.

Investors 51

Investors Stock Portfolio Trading 51

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.

Securities 117

Securities Stock Media Investment 117

CNBC: Investing

JUNE 19, 2025

Based on alternative data, sales trends, and inventory metrics, Nike faces a challenging near-term outlook as it approaches its fiscal Q4 2025 earnings report next week on June 26. billion, down 12% YoY, driven by a 15% drop in digital sales and a 2% dip in store sales. as I write this, or 9.5% of the current stock price.

S&P 78

S&P Sale Investment Stock 78

Focus Investment Banking

JANUARY 10, 2025

There’s no sweeping generalizations that I can share on on how to pick a specialization because it is going to depend on you, your team’s skill set and on the market, how many vehicles of what kind are out there. They’re doing $3,000,000 in sales at a 10% EBITDA profitability margin. I think this is all important.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JULY 10, 2025

" Guggenheim initiates Equinix as buy Goldman said shares are compelling at current levels. with a Buy rating and a price target of $933 per share. " Goldman Sachs initiates Texas Instruments as buy Goldman said the company is "positioned for a strong recovery in FCF/share during the cyclical recovery."

Stock 85

Stock Investment Shares Valuation 85

CNBC: Investing

JUNE 16, 2025

"Specifically, our past work shows that companies that have grown their dividend over the last five years and that are indicated to have continued dividend growth, as well as at least 7% forecasted sales growth and 10% forecasted earnings growth outperform." Shares have climbed even higher since that time, closing at $478.87

Stock 75

Stock S&P Portfolio Investment 75

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Fundamental weakness: Tesla has repeatedly missed financial targets, experiencing declining automotive sales revenues. vs. industry average 11.5x

Trading 101

Trading S&P Stock Profitability 101

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 101

Retail Trading Stock IT 101

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. STZ trades at a price-to-sales (P/S) ratio of approximately 3.5,

Trading 73

Trading S&P Portfolio Investment 73

CNBC: Investing

JUNE 27, 2025

This comes as shares surged more than 9% in the premarket Friday after Nike beat analysts' expectations on the top and bottom lines. While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future.

Shares 85

Shares S&P Stock Media 85

CNBC: Investing

JUNE 25, 2025

The bank upgraded shares of the Taco Bell, KFC and Pizza Hut owner to an overweight investment rating from neutral, but analyst John Ivankoe lowered his 12-month price target to $162 per share from $170. This revised forecast is still approximately 14% higher than where shares closed Tuesday. Outside the U.S.,

S&P 80

S&P Media Stock Investment 80

Software Equity Group

JULY 2, 2025

Founders may be able to raise more capital later at higher valuations, sell additional equity down the road, or buy out the minority investor depending on the deal structure. Full ratchet anti-dilution ensures early investors maintain their ownership percentage when new shares are issued at a lower price.

Investment 52

Investment Investors Sale M&A 52

CNBC: Investing

JUNE 10, 2025

The investment firm raised its price target for the entertainment conglomerate to $130 from $125 per share, implying about 12% upside. Analyst Alan Gould kept his buy rating on shares as well. Based on our FY2025 estimates, the valuation implies approximately 3.3x The transaction will likely close either on or before July 24.

Media 66

Media Capital Investment Stock 66

TechCrunch: M&A

JULY 31, 2023

Shares of the company, which went public back in 2014, are up around 13.5% The deal is interesting because of its size, but we’re more interested in the insight it provides on the current state of the tech landscape as it pertains to valuations. billion in cash. on the news. The Exchange explores startups, markets and money.

Sale 230

Sale Valuation IPO Shares 230

Francine Way

JULY 10, 2017

The core element of M&A is company valuation. Strategy, due diligence, financing, purchase price, and buyer-seller alignment all revolve around valuation and the enterprise value for the buyer and the seller. Valuation focuses on two questions: 1. Whether the sale is hostile or friendly also matter significantly.

Valuation 130

Valuation M&A Equities Shares 130

CNBC: Investing

OCTOBER 3, 2023

The firm also pointed to shares having a rich valuation.

Shares 115

Shares Valuation Sale 115

How2Exit

OCTOBER 13, 2024

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.

Sale 130

Sale Business Mergers and Acquisitions M&A 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. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

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.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

Francine Way

JULY 19, 2017

Thus far, we have discussed five valuation methods: DCF, Comparable Company, Precedent Transaction, LBO, and Dividend Discount Model (DDM). So, a good valuation model has to take into account the possibilities of a variable having multiple values along with each value’s probability of occurring. To-date, we have lumped them together.

Valuation 130

Valuation M&A DCF Stock 130

CNBC: Investing

JANUARY 4, 2024

Another Wall Street firm is moving to the sidelines on shares of Apple.

Valuation 111

Valuation Sale Shares 111

Francine Way

JUNE 22, 2020

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. Getting this part wrong will yield incorrect synergies that will under/overstate the entire valuation.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

How2Exit

OCTOBER 30, 2023

rn Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire. Jeffery also highlights the need for a strong marketing and sales strategy in the businesses he considers.

Capital 130

Capital Business Acquisitions Shares 130

CNBC: Investing

JUNE 5, 2023

The AI-driven run in Nvidia's stock this year bodes poorly for its future based on the valuation patterns of other shares that reached such heights.

Stock 98

Stock Valuation Sale Shares 98