Focus Investment Banking

MAY 29, 2025

This personal connection, combined with broader market forces like the “silver tsunami” the retirement-driven sale of millions of baby boomer-owned businesses sparked ReNews strategy. Focus on Profitability and Growth : These two factors drive the highest valuations.

Manufacturing

How2Exit

NOVEMBER 18, 2024

Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. Unique Businesses : Successful companies often thrive on fulfilling everyday needs in niche markets, unnoticed by the average consumer.

IT

Focus Investment Banking

JULY 17, 2025

The Perils of Customer Concentration in M&A In the first half of 2025, we had the unfortunate experience of having to withdraw from the market two separate manufacturing businesses while they were in the middle of a sale process. For the sellers, the impact was catastrophic, and not only in terms of salability and valuation.

M&A

MergersCorp M&A International

JUNE 25, 2025

For businesses operating under FINMA’s stringent oversight, a successful sale demands highly specialized advisory expertise. M&A Sale of FINMA Securities House Activities: Facilitating complex sales of securities firms, addressing diverse and high-risk regulated activities, from securities trading to market-making and underwriting.

Advisory

Lake Country Advisors

JUNE 24, 2025

In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale. Why Financial Metrics Matter in a Business Sale Most deals fall apart not because the business lacks potential, but because the numbers don’t hold up under scrutiny.

Business

MergersCorp M&A International

NOVEMBER 16, 2024

With a deep understanding of the unique dynamics of the sports market, MergersCorp is well-equipped to guide the club through every phase of the sale process, from valuation and positioning to negotiations and finalizing the transaction.

M&A

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

Mergers and Inquisitions

JUNE 11, 2025

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? How much Cash, Stock, and Debt were used, and why?

M&A

iMerge Advisors

APRIL 15, 2025

Well also explore how early preparation in these areas can materially impact valuation and deal certainty. A well-documented compliance program can enhance buyer confidence, reduce indemnity holdbacks, and even justify a premium valuation. Buyers will compare this to your internal procedures.

Securities

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Without clear ownership, you cant transfer rights in a sale.

M&A

Beyond M&A

AUGUST 1, 2025

Too many founders treat a sale like a calendar event. You don’t “prepare” for exit. You design for it — long before the exit is in motion. That’s one of the biggest mindset shifts we push at Beyond M&A. Something for “next year” or “when the numbers are better.” But in reality? Exit is just growth with a spotlight on it.

Financial Models

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

CNBC: Investing

JULY 12, 2025

There are a few explanations behind this valuation disconnect. If the Tripadvisor business was the company's only segment, this valuation could be justified. Lastly, there is the potential sale of the entire company. But Viator does as much revenue as Tripadvisor and is growing at double-digit rates.

Media

Sun Acquisitions

JULY 24, 2025

These conditions are creating a perfect storm of motivated buyers and premium valuations. “We were delighted with the sale price.” Yet only those acting decisively are actually benefiting”. The window is open. The question is: Will you go through it? Michelle Dempster did. It paid off beautifully.

Manufacturing

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

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. Nvidia will remain the biggest beneficiary of the ongoing AI infrastructure buildout, Schneider said.

Stock

Sun Acquisitions

JULY 24, 2025

CHICAGO, IL – July 24, 2025 – Sun Acquisitions, a leading mergers and acquisitions firm, today announced the successful sale of Package Steel Systems (PSS), a leading fabricator of structural steel for pre-engineered buildings based in Sutton, Massachusetts to TSS Acquisition Corp.

Acquisitions

CNBC: Investing

JULY 26, 2025

Analysts named stocks like Amazon that have compelling valuations or expected catalysts as quarterly reporting season continues. "With the vast majority of its sales direct-to-consumer (DTC) we see ODD at a strategic vantage point to grow with this rise," she wrote.

Stock

How2Exit

DECEMBER 2, 2024

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. Industry Focus : Jamie targets service-based industries, especially those with recurring revenue models, to maximize long-term business valuation.

Business

Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

Investment Banking

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

CNBC: Investing

JUNE 10, 2025

New branches would eventually aid the bank's earnings, justifying its premium valuation. " JPM YTD mountain JPM YTD chart Mayo has renewed confidence in JPMorgan Chase's ability to generate new deposits. We are now more confident about the seasoning of its branches aiding earnings," Mayo added.

Media

CNBC: Investing

JUNE 18, 2025

This has been compounded by missed opportunities with Apple Intelligence, slowing iPhone sales, and limited developer support for VisionPro. Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability.

Trading

CNBC: Investing

JULY 30, 2025

Fundamentals MU trades at a compelling valuation relative to industry peers, supported by exceptional growth prospects and strong profitability metrics, enhancing its attractiveness. With its recent outperformance relative to the broader market, MU offers an attractive opportunity to capture substantial upside toward our $135 price target.

S&P

The TRADE

JULY 8, 2025

Speaking to his new appointment, Fidance said: “In CEEMEA, tradeable liquidity is the single biggest variable affecting capital markets development, be it in asset allocation, index inclusion, or even in valuation.

Equities

Cooley M&A

JANUARY 22, 2025

By 2030, more than 190 commercial drugs will lose patent exclusivity , putting at risk $236 billion in Big Pharma sales. The sale of Poseida Therapeutics, a cell and gene therapy-focused company, for up to $1.5 billion sale of Carmot Therapeutics, a promising Swiss GLP-1 drug developer, further underscores the sectors vitality.

M&A

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. " Some examples include using AI to cut supply chain costs, or to generate revenue across marketing and operations departments. AVGO YTD mountain Broadcom shares year to date.

Funds

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

CNBC: Investing

JUNE 17, 2025

"We note that MAU Y/Y growth eclipsed double-digits in May, the first time in over 22 months, which we attribute to the company's efforts to re-engage in short-term GMS [gross merchandise sales] conversion activity along with an increase in marketing efficiency," the analyst wrote.

Retail

Mergers and Inquisitions

JULY 9, 2025

Can you research a go-to-market strategy, run the numbers on the sales, marketing, and development work required, and calculate the payback period and IRR under different scenarios?” We’re thinking of putting more sales reps on our top 10 client accounts in North America. 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. vs. Industry Average 18x Price to Sales Ratio: 1.2x Forward PE Ratio: 37.4x

Retail

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. You can get the full details there, but the short version is that tariffs are very bad for companies, valuations, and deal activity, no matter what happens. I guess traders and restructuring bankers might benefit?

Valuation

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

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

Focus Investment Banking

JANUARY 10, 2025

They’re doing $3,000,000 in sales at a 10% EBITDA profitability margin. By the time of this recording for 2023, sales for Gerber were $2.9 That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA. This is total BS. But again, 1 + 1 = 3 or more. It’s a big company.

Private Equity