Beyond M&A

OCTOBER 2, 2023

‘ When advising on technology due diligence, I often encounter recurring issues that seem to plague companies regardless of their size. Notably, many of these issues revolve around cybersecurity, a topic of paramount importance to investors. I’ll conclude with some questions.

Investors 147

Investors Corporate Finance Investment M&A 147

How2Exit

FEBRUARY 18, 2024

b' E188: Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy - Watch Here rn rn About the Guest(s): rn Costa Tagalakis is an investment partner at Valsoft Corporation, a Canadian company specializing in the acquisition and operation of vertical market software businesses.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

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. Firm-Specific and Process Questions – What do you think about our portfolio? Which companies would you have invested in or not invested in?

Capital 59

Capital Valuation Investment Portfolio 59

Focus Investment Banking

MAY 10, 2024

Our upcoming articles will cover a range of topics, from CEO interviews on navigating growth opportunities and industry challenges to profiles of companies shaping the future of food. Strategic : Typically public companies or large corporations that operate in the same or closely adjacent industry.

Food 52

Food M&A Private Equity Valuation 52

OfficeHours

JUNE 13, 2023

According to US government estimates, the private equity industry employs almost 12 million people through its portfolio companies. Private equity has come to control a massive swath of the American economy. Are you preparing for the buyside?

Private Equity 130

Private Equity Equities Debt Corporation 130

How2Exit

SEPTEMBER 25, 2023

b' rn How2Exit.com Review: PrivateEquityGuy: Michael Byars - Managing a holding company with 18 companies and $140 million in revenue rn Watch it here: rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Management 130

Management Business Acquisitions Finance 130

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Portfolio Private Equity 130

How2Exit

DECEMBER 11, 2023

The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process. The company also has a capital investment arm, bringing together investors, operating partners, and sellers to facilitate deals and provide opportunities for passive small business investing.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

OfficeHours

JULY 7, 2023

According to US government estimates, the private equity industry employs almost 12 million people through its portfolio companies. Given the important role that private equity now plays in every industry, government regulators have begun to look at the industry more closely. Are you focused on recruiting in 2023?

Private Equity 100

Private Equity Equities Debt Corporation 100

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” It is the most senior position in venture capital.

Capital 52

Capital Book-building Portfolio Investment 52

Growth Business

JUNE 2, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success EXCLUSIVE: Target Global is to deploy around £87m (€100m) from its £435m (€500m) venture fund for companies at late Series A and upwards in 2023, according to its founding partner. We’ve tried to pick the best topics for each of the markets we’ve been in.

Funds 59

Funds Investment Capital Engineering 59

Wall Street Mojo

JANUARY 4, 2024

Empire Building refers to a management or leadership strategy where individuals within an organization seek to expand their influence, power, and control over various aspects of the company beyond their original responsibilities. This may involve initiatives and tasks specifically designed to grow the organization’s scope.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Mergers and Inquisitions

MAY 29, 2024

The term “Project Finance” at large banks refers to a group that operates like Debt Capital Markets or Leveraged Finance but for infrastructure rather than normal companies. Corporate finance” is a broad term that could refer to anything from managing a company’s internal budget (e.g.,

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships.

Trading 64

Trading Investors Portfolio Management Investment 64

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. Could the company default on one of its issuances?

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. Its “portfolio” consists of that single company, assuming it finds and acquires one.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? It’s business that caters to the U.S.

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

AUGUST 16, 2023

I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms. Recruiting and whether you can break in without “donating” your kidney to Xi Jinping. That said, there are some positives of the culture and lifestyle.

Private Equity 82

Private Equity Equities Recruitment Funds 82

Mergers and Inquisitions

MAY 17, 2023

Technology Private Equity Definition: A tech private equity firm raises capital from outside investors (Limited Partners), acquires minority or majority stakes in software, internet, hardware, and IT services companies, and grows and sell these stakes within 3 – 7 years to realize a return on their investment.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Cooley M&A

JANUARY 23, 2024

Strained access to public markets and funding The IPO market remained relatively inactive in 2023, leading many life sciences companies looking to raise funds to turn to other exit strategies. This is the case particularly for companies primarily or exclusively focused on developing early-stage assets.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

How2Exit

MAY 9, 2023

This involves researching the industry, the company, and the market. Concept 2: DSOs and MSOs Buy Practices One of the topics discussed on the How to Exit podcast is the purchase of dental and medical practices by Dental Service Organizations (DSOs) and Medical Service Organizations (MSOs).

Business 130

Business IT Investment Economics 130

Intrepid Banker Insights

MARCH 28, 2023

Both customers and vendors may face similar issues your company is observing, including the rising cost of debt, wage inflation, supply chain imbalances and more. Trouble retaining talent could be a signal that yet more wage pressures are to come, and this must be addressed in the company’s cash flow projections.

Capital 52

Capital Advisory Bank Banking 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JULY 19, 2023

But this is extremely difficult because very few sizable companies have negative Betas – and when they do, it’s usually due to an anomaly or special situation. Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company.

Funds 52

Funds Asset Management Management Equities 52

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets. You had the gilt crisis.

Trading 52

Trading Portfolio Management Asset Management Management 52

FineMark

JANUARY 17, 2024

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. The P/E ratio is calculated by dividing the market value price per share by a company’s earnings per share.

S&P 52

S&P Equities Valuation Investment 52

The TRADE

DECEMBER 21, 2023

Outsourced trading is no longer a taboo topic. It is not, however, a service loved and/or to be adopted by all and remains a contentious topic among trading desks around the world. The impact of this has seen the majority of operational costs shift from the fund to the management company. It’s no longer relinquishing control.

Trading 64

Trading Management Asset Management Funds 64

GillAgency

FEBRUARY 10, 2022

The challenges and successes that we have seen, puts us at a vantage point to cover this very important topic. Exiting a business is most likely the single most important thing a company will do. 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