SDR Ventures

AUGUST 24, 2022

Discussion Topics & Takeaways Preparation & Timeline Begin thinking about a transaction 3-5 years out to provide plenty of time for business owners to prepare the team. Consider performing financial audits and quality of earnings studies before the transaction process. – Get to know a variety of buyers.

M&A 52

M&A Capital Raising Investment Banking Financial Statement 52

Focus Investment Banking

MAY 23, 2024

Go all out, but don’t make a dead deal. That’s why I thought that avoiding the mistakes that cause dead deals makes a perfect topic for MTD’s Tire Dealer Survival Guide. Looking at non-financial reasons, 17.1%, of deals died because the “seller backed out.” So when a decision is made to exit, make it happen.

Business 52

Business Book-building Profitability Sale 52

How2Exit

OCTOBER 2, 2023

rn David starts the episode by addressing a listener's question about the appropriate multiple of Seller's Discretionary Earnings (SDE) to consider when buying a business. His expertise shines through, making complex topics accessible and understandable. rn The Central Query: What's Your Risk Worth? rn Our Verdict rn David C.

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Business Acquisitions M&A Finance 130

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. For the accounting professionals out there, earnings manipulation is a matter of concern. Indicators of earnings manipulation.

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Valuation M&A Mergers S&P 130

Focus Investment Banking

DECEMBER 26, 2023

Nevertheless, owners are still holding out for what they perceive as the higher valuations of the previous few years. Among other topics discussed at the meeting, non-compete agreements are losing their luster, as Delaware courts are invalidating them.

Private Equity 52

Private Equity M&A Equities Insurance 52

OfficeHours

JUNE 13, 2023

Generally speaking, carried interest is taxed at the long-term capital gains rate, which tops out at 20%. In statements supporting the law, Democratic politicians go as far as to call out specific private equity firms by name (such as Sun Capital, which is criticized for the bankruptcy of portfolio company Shopko).

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Private Equity Equities Debt Corporation 130

OfficeHours

JULY 7, 2023

Generally speaking, carried interest is taxed at the long-term capital gains rate, which tops out at 20%. In statements supporting the law, Democratic politicians go as far as to call out specific private equity firms by name (such as Sun Capital, which is criticized for the bankruptcy of portfolio company Shopko).

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Private Equity Equities Debt Corporation 100

How2Exit

FEBRUARY 27, 2023

Concept 4: Find burned-out businesses. One of the best ways to find burned-out businesses is to use Flippa’s keyword search. Another great way to find burned-out businesses is to look at expired listings. The Off Market is another great tool for finding burned-out businesses.

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Profitability Business Investors Investment 130

Mergers and Inquisitions

MAY 8, 2024

Consulting is still lucrative with better hours, and many hedge funds and PE firms now recruit candidates directly out of undergrad. Returning to the original topic of this article, I can’t say whether the senior bankers on this Associate’s team should go to jail. Work conditions are still so bad that junior bankers die on the job.

Investment 111

Investment Investment Banking Bank Banking 111

Mergers and Inquisitions

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. The larger banks play more important roles, acting as bookrunners or joint bookrunners, and earn higher fees. Also, it has less of a global presence, as it’s U.S.

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Bulge Bracket Bank Banking Boutique 104

Mergers and Inquisitions

MAY 15, 2024

Going back to the value creation definition above, two out of three returns sources in most deals – debt paydown and multiple expansion – will not work as well in the future. Instead, they need to turn to EBITDA growth to earn high returns, which means using value creation teams to boost revenue and cut costs.

Private Equity 104

Private Equity Equities Consulting Recruitment 104

FineMark

JANUARY 17, 2024

In turn, these forces led to shifting consumer preferences—and radically lowered spending habits—as people stopped dining out and travelling. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share.

S&P 52

S&P Equities Valuation Investment 52

Tyton Partners

FEBRUARY 9, 2024

From a recruiting perspective, the Federal Department of Education is still in the early stages of spearheading registered apprenticeship programs – aka “earn and learn” models – at the state level to enable prospective teachers to earn their credentials through paid residencies.

Education 59

Education Funds IT Investment 59

Focus Investment Banking

NOVEMBER 27, 2023

The pursuit of ESG goals might mean diminished earnings, which would raise the ire of shareholders and board members. Last year, the hot topic of discussion at the East Palo Alto forum was cryptocurrency. Someone, somewhere will figure out how to make a sustainable business model for crypto, cannabis, and maybe even AI.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research. If all of these check out, you might recommend investing.

Capital 59

Capital Valuation Investment Portfolio 59

IBG

APRIL 4, 2023

Keep the damn lawyers out of it,” Howard grumbled. Leave out the condo and King Air.” What should a seller look (and look out) for? Matt Frye , a partner in the Oklahoma office of IBG Business, points out that “the LOI is an agreement between the buyer and seller. He dodged a bullet.

Sale 52

Sale Business Negotiation M&A 52

How2Exit

JUNE 12, 2023

The company's focus is on what they do well, and they make sure to refer clients out to attorneys for legal due diligence and other professionals for cultural and other types of due diligence. They also stress the need to look at the normal roles inside the business and figure out who is doing them and how they are compensated.

Business 130

Business Investment Profitability Risk Assessment 130

Wizenius

MARCH 25, 2023

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. These adjustments are intended to strip out any one-off/exceptional items which are unrepresentative of the business going forwards. This compensation was well above market value and was a controversial topic among investors. In 2020, Apple Inc.

Insurance 52

Insurance IT Investment Shares 52

Mergers and Inquisitions

MAY 29, 2024

You can win PF roles right out of undergrad, but recruiting for undergrads and recent graduates is less common and structured than in fields like investment banking, corporate banking, or wealth management. We don’t have space in this article to cover technical questions, but we may publish a separate feature on this topic.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. What distinguishes thriving government contractors from those that languish?

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How2Exit

MARCH 7, 2023

For example, an attorney can help to draft an earn-out clause that outlines the terms of the purchase and sale agreement. Additionally, when researching a topic, it is important to ask the right questions to ensure that a person gets accurate information. In conclusion, it is important to ask the right questions.

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M&A Investors Mergers and Acquisitions IT 130

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else.

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Funds Asset Management Management Equities 52

GillAgency

FEBRUARY 10, 2022

The challenges and successes that we have seen, puts us at a vantage point to cover this very important topic. If you have any question or comment on anything please feel free to reach out to us or comment here. If you do not want to read all the sections, we have listed the topics in a table of contents here as well.

Business 52

Business Sale Broker IT 52

The M&A Lawyer

AUGUST 25, 2015

Instead, they lay out the intentions of the transacting parties and provide context to anyone later attempting to interpret the SPA. Buyer representations and warranties frequently cover some combination of the following topics: organization and good standing. Article 1: Definitions. After all, cash is cash. absence of conflicts.

Stock 130

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Mergers and Inquisitions

MAY 17, 2023

At the time, most people assumed that the only way to “invest in technology” was for venture capitalists to pay computer science majors to drop out, strap themselves to Red Bull IVs and espresso machines, start coding 24/7, and launch new websites that might become worth billions overnight.

Private Equity 64

Private Equity Equities Recruitment Funds 64

The M&A Lawyer

AUGUST 31, 2015

Instead, they lay out the intentions of the transacting parties and provide context to anyone later attempting to interpret the APA. Buyer representations and warranties frequently cover some combination of the following topics: organization and good standing. Article 1: Definitions. After all, cash is cash. absence of conflicts.

M&A 130

M&A Government Business Sale 130

How2Exit

JUNE 6, 2023

Therefore, business owners should not be as freaked out about the economy and consider other factors before deciding to sell. The speaker notes that for A players, the valuations are still out there, but the second there is a chink in their armor, the valuations drop. This can lead to a rise in stock prices.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

Mergers and Inquisitions

APRIL 12, 2023

candidates memorize obscure technical questions, and interviewers ask about these topics and dig in until they find something the interviewee can’t answer. Before you go through any of this, one simple tip is to arrive as early as possible , even if it means camping out at a coffee shop nearby. At some banks and groups in the U.S.,

Investment Banking 64

Investment Banking Bank Banking Investment 64

How2Exit

JULY 3, 2023

This may involve getting the financials reviewed by a CPA or even obtaining a sell-side quality of earnings report from a reputable CPA firm. They point out that buyers may have hidden agendas or undisclosed information that could impact the success of the transaction. Subscribe to The Hub - Acquisitions Hub

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Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

APRIL 19, 2023

You don’t need to be a technical mining expert to pass your interviews, as all the standard topics will still come up, but you should know the following: The main categories of metals and the factors that drive their prices, production, and supply (see below). Anglo-American (U.K.),

Investment Banking 52

Investment Banking Bank Banking Investment 52