Viking Mergers

NOVEMBER 28, 2022

Ken had a professional career for more than twenty years before buying his own business. He was in publishing for ten of those years, where he learned the business side of publishing as well as design and production. Why start something from scratch at age 45 when I can buy something and grow it? I can do this.’”.

Start-ups 130

Start-ups Equity 130

Equidam

JULY 18, 2022

Neither side of the deal will be experienced with valuation or investment, so the formula really only makes sense if you are both shouldering risk in equal proportions. Valuation is the calculation of risk vs reward. It’s relatively uncommon for either side of an equity deal to deliberately propose unfair terms to the other party.

Start-ups 78

Start-ups Equity Marketability 78

ThomsonReuters

FEBRUARY 2, 2022

Whether selling to individuals or small businesses, you should follow these four marketing best practices that apply to both. Marketing accounting services to individuals vs. small businesses. Make it easy for individuals to buy your services by offering packages through a self-service online channel. Create buyer personas.

Accounting Firms 98

Accounting Firms Marketability B2C Start-ups 98

Brian DeChesare

NOVEMBER 9, 2022

your P&L) to win the most desirable buy-side trading roles at hedge funds. Entry Points – There isn’t quite as much of a “hard cap” on when you can move to the buy-side; some people do it after a few years, but it is also possible at the senior levels.

Banking 69

Banking Equity Start-ups Marketability 69

Brian DeChesare

JULY 20, 2022

I also want to make more of a proper SPAC vs IPO comparison from the perspective of both companies and investors. But for investors – especially retail investors – they’re still not a great deal unless you’re aiming for “quick flips” in which you buy the shares and sell them as soon as the price increases in response to a deal announcement.

Start-ups 52

Start-ups Marketability Equity 52

FE International

APRIL 20, 2022

At the lower end of the market, individuals are still leaving their jobs to buy businesses and at the higher end, institutional investors and private equity firms have more capital available than ever before. It’s no secret that Shopify presents e-commerce businesses with an excellent platform to sell products and make a name for themselves.

Private Equity Firm 98

Private Equity Firm Equity Start-ups Business Valuation 98

Brian DeChesare

AUGUST 31, 2022

Traditionally, if someone asked the “ sales & trading vs. investment banking ” question, the response was easy: “Do banking unless you really, really like trading and could not imagine doing anything else.”. Based on that, you might short-sell ~$53 of stock for every ~$100 in convertible bonds you buy. billion ($200.00 * 16.7

Banking 64

Banking Risk-free Rate Equity Start-ups 64

Brian DeChesare

FEBRUARY 28, 2024

Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? The confusing part is that fixed income research exists at banks (“ sell-side roles ”), buy-side firms such as asset managers and hedge funds , and even credit rating agencies, and each one differs.

Equity 59

Equity Banking Start-ups Finance 59

Brian DeChesare

APRIL 6, 2022

For example, if you work with the biggest companies in the auto vertical, such as Toyota, you’ll advise on a lot of debt issuances and occasional buy-side M&A deals. This list is dominated by automobile companies , which is no coincidence since they sell the highest-priced items here. New/repurposed products? Acquisitions?

Banking 96

Banking Start-ups Equity Marketability 96

FE International

APRIL 13, 2022

At the lower end of the market, individuals are still leaving their jobs to buy businesses and, at the higher end, institutional investors and private equity firms have more capital available than ever before. FE International acted as the sole sell-side advisor to Newor Media , a market-leading programmatic ad-management company.

Private Equity Firm 52

Private Equity Firm Equity B2C Start-ups 52

Brian DeChesare

MAY 3, 2023

The main argument in favor of the DDM is that it best represents what happens in real life when you buy a stock. You usually link Revenue to market share * market size or units sold * average selling price, with expenses linked to Capacity, unit sales, or another top-level driver. appeared first on Mergers & Inquisitions.

Dividends 64

Dividends Terminal Value Enterprise Value Equity 64

Brian DeChesare

AUGUST 10, 2022

buying or selling one specific oil field rather than an entire company), and they tend to hire people with technical backgrounds , such as reservoir engineers, to assess these assets. meaning there are few sell-side M&A targets. Instead, expect many asset deals, financings, and smaller buy-side M&A deals.

Banking 82

Banking EBITDA Dividends Equity 82

Brian DeChesare

MAY 17, 2023

And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side. Why Did PE Firms Start Buying Tech Companies? A great example of this is Vista’s $2.6

Equity 64

Equity Technology Private Equity Firm Start-ups 64

Brian DeChesare

JULY 19, 2023

Most hedge funds use leverage, short-selling, derivatives, and other strategies to manage their risk, but some non-hedge funds also use them. Long-Only with Derivatives to Hedge Risk – For example, a fund might only buy stocks, but it could use put options or other derivatives to hedge its risk and justify the fees.

Equity 52

Equity Beta Banking Start-ups 52

Musings on Markets

JANUARY 12, 2021

It is for that reason that I spend large portions of this class valuing difficult-to-value companies, in what I call the dark side of valuation. By the end of the class, my objective is not to sell you on the best philosophy but to provide you with a framework where you can find the philosophy that best fits you.

Corporate Finance 52

Corporate Finance Start-ups Finance Marketability 52

Brian DeChesare

APRIL 13, 2022

They all think they can make a fortune buying and selling stocks; in other words, they’re fans of the long/short equity strategy. It seems like a simple strategy: buy a stock if you think it’s going up and sell or short a stock if you think it’s going down. Buy call options on JAZZ rather than buying the stock outright.

Equity 86

Equity Start-ups Banking Marketability 86

Brian DeChesare

JULY 27, 2022

Credit hedge funds might be the most consistently overlooked buy-side opportunity. In other words, you buy one bond to earn the interest it pays and sell it if/when its price increases, and you borrow another bond, sell it, pay the interest coupons to the counterparty, and buy it back if/when its price decreases.

Equity 52

Equity Start-ups Private Equity Firm Beta 52

Brian DeChesare

MARCH 13, 2023

These loans create matching deposits on the L&E side of the bank’s Balance Sheet, and the bank then finds real deposits or other funding sources to back the loans. But the process went in reverse here: the bank got too many deposits and didn’t know what to do with the cash proceeds on the Assets side of its Balance Sheet.

Banking 107

Banking Start-ups Equity Treasury 107

M&A Leadership Council

FEBRUARY 10, 2022

Therefore, each phase must have a specific completion gate and an indication of which components are typically parallel and simultaneous vs. strictly dependent on full completion of prior steps. . And others, selectively, that will add “how-to” or “what to” insights during live deals vs. purely “general knowledge.”.

Start-ups 52

Start-ups Technology 52

Brian DeChesare

MAY 24, 2023

Instead, the fund would look for a company that has announced plans for a specific action , such as a spin-off of one division, and use this logic to invest: “If this spin-off happens and we’re right about the new company’s value, we could potentially earn 50% by buying the parent company’s shares.” “But

Equity 64

Equity Start-ups EBITDA Banking 64

Brian DeChesare

MAY 18, 2022

You could buy FX put options at 0.53 Buy interest rate swaps based on the relative increases in interest rates you expect in the U.K. vs. Buy interest rate swaps based on the relative increases in interest rates you expect in the U.K. vs. Australia. over the next 12 months. to limit your losses.

Banking 52

Banking Equity Marketability Finance 52

Brian DeChesare

JUNE 1, 2022

If you’re wondering about “transmission” vs. “distribution,” transmission is the part of the process where electricity is sent from power generation sites over long distances at high voltage levels to substations that are closer to people and businesses. If the company sells 4 GWh of energy, its “allowable rate” is $0.083 per kWh.

Banking 93

Banking Equity Book Value Capital Structure 93

Brian DeChesare

OCTOBER 11, 2023

It’s like the buy-side vs. sell-side distinction in finance, but specifically for real estate. Experienced brokers can earn in the $125K – $250K range at smaller firms, and well-connected brokers can earn above $500K, or even above $1 million, if they sell high-priced properties.

Banking 78

Banking Private Equity Firm Start-ups Equity 78