Scott Mashuda

JANUARY 9, 2024

As a transformative event with the potential to unlock synergies and oxygenate the financial environment of your business, mergers and acquisitions (M&A) serve to accelerate your evolution, foster resilience, and amplify the competitive advantage of entrepreneurial businesses. How can Balance Sheet Restructuring Unlock Value?

Capital Structure 52

Capital Structure Equity Marketability Finance 52

Value Scout

FEBRUARY 13, 2023

Recapitalization helps stabilize the capital structure of a company by restructuring its equity and debt. 8 – Protection from unforeseen events Events such as economic downturns, terrorist acts, high-impact natural calamities, pandemics, etc., What is Recapitalization?

Private Equity Firm 94

Private Equity Firm Equity Start-ups Capital Structure 94

Equidam

AUGUST 10, 2023

To avoid such issues, it’s crucial to take necessary steps to accurately execute and register all ownership events with relevant authorities before initiating a new investment round. Furthermore, it’s a good idea to revisit these discussions at regular intervals and anytime a major company event occurs.

Equity 52

Equity Capital Structure Dividends Marketability 52

RNC

MAY 21, 2024

As a viable alternative, Compulsory Convertible Debentures (CCDs) offer a solution by initially functioning as debt instruments that must convert into equity at a predetermined time or upon specific events. This conversion occurs automatically at a specified time or upon the occurrence of predetermined events.

Debt Financing 52

Debt Financing Equity Finance Business Valuation 52

Equidam

JUNE 10, 2025

a flat 30% tax on the gain up to a certain amount), but free share (AGA) plans remain costlier to the company due to employer charges and can create an earlier tax event for employees. Option Pricing Method (for share classes): If your capital structure includes multiple classes of shares (e.g.,

Fair Market Value 59

Fair Market Value Start-ups Equity Compliance 59

Reynolds Holding

MAY 10, 2023

Triggering events and information regarding the purpose of the filing and any exit come from various first day bankruptcy filings. Industry: Retail/E-commerce De-SPAC: October 15, 2021 Chapter 11: June 30, 2022 Debt: Total funded debt outstanding: $5 million $2.5 million under secured credit agreement $2.5 million $7.4

Going Concern Value 49

Going Concern Value Finance Equity Technology 49

Benzinga

NOVEMBER 25, 2024

Although the Company believes that the expectations are reasonable at this time, it can give no assurance that these expectations will prove to be correct, and actual results may vary materially.

Dividends 49

Dividends Capital Structure EBITDA Finance 49

Lighter Capital

JANUARY 11, 2022

This high upside potential — along with high risk — is why venture debt deals often feature stock warrants as part of their “risk capital” structure. If a company doesn’t have a liquidity event within a reasonable time — usually five years from the end date of the loan — then a debt warrant usually expires.

Debt Financing 52

Debt Financing Equity Finance Start-ups 52

Auto Dealer Valuation Insights

JULY 2, 2025

When it comes to investor sentiment, 2025 has been a tale of two very different quarters. During the first quarter of 2025, GDP decreased at an annualized rate of 0.2%, consumer spending only marginally increased, and the ongoing risk of recession grew.

Capital Structure 52

Capital Structure 52

Equilest

MAY 24, 2023

They provide insights into the financial position, capital structure, and overall worth of the business. Inaccuracy Due to Unforeseen Events Financial projections can be affected by unforeseen events, such as economic recessions, natural disasters, or industry disruptions.

Business Valuation 40

Business Valuation Discounted Cash Flow Comparable Company Analysis Net Present Value 40

Scott Mashuda

JUNE 6, 2024

The Action Plan is crafted to bridge the gaps identified during the Triggering Event analysis. By addressing the capital stack early on, business owners can identify opportunities to enhance value, mitigate risks, and tailor their exit strategy to align with their financial goals. Sprint 3: Explore debt financing options.

Debt Financing 40

Debt Financing Capital Structure Finance Equity 40

Reynolds Holding

OCTOBER 26, 2023

securities laws that would be implicated in the event of a bail-in of a UK or European bank, these would not constitute an impediment to bail-in. Banks are required to maintain certain levels of capital and eligible liabilities relative to the size of their balance sheets to ensure there are “layers” in place to absorb losses.

Banking 40

Banking Equity Capital Structure Marketability 40

Peak Business Valuation

DECEMBER 27, 2022

With recent economic events including the inflation reduction act, metalworking machinery manufacturers are expected to benefit. The business appraiser at Peak Business Valuation may use an EBITDA multiple because it+/85623 normalizes differences in capital structure, taxation, and fixed assets. 180,000 X 3.77= $678,600.

Business Valuation 52

Business Valuation EBITDA Appraisal Fair Market Value 52

Benzinga

AUGUST 28, 2024

For illustrative purposes only, based on the Company's current capitalization structure, the exchange ratio would be 1.0477 Pubco Shares received for each Company Share held. The exchange ratio will be adjusted in the event that the Company completes any new equity financings prior to the Closing.

Enterprise Value 40

Enterprise Value Equity Financing Equity Net Debt 40

Brian DeChesare

JULY 27, 2022

For example, why might Bond A have a 10% YTM with an 8% coupon rate while Bond B has a 9% YTM with a 10% coupon rate if they have the same ranking in the capital structure? But high-yield bonds, distressed bonds, and structured credit are significantly more complex. There’s a good summary here.

Equity 52

Equity Start-ups Private Equity Firm Beta 52

Appraiser Newsroom

JUNE 4, 2024

ASA International Conference is the leading event for the global valuation profession. He has over 15 years of experience in valuation engagements for public and private companies in support of tax, business combinations, impairment testing, stock-based compensation, reorganizations, and claims within complex capital structures.

Business Valuation 59

Business Valuation Intangible Assets Appraisal Finance 59

Benzinga

FEBRUARY 29, 2024

The call will also be webcast live on the Company's investor relations website at [link] under the "News & Events" and then "Events & Presentations" section, where related presentation materials will be posted prior to the conference call. and control by our Sponsor, "Silver Lake", (Silver Lake Group, L.L.C.,

EBITDA 40

EBITDA Dividends Technology Total Shareholder Return 40

Reynolds Holding

MAY 23, 2023

5] As Healy described it, failures at funds included 1) disregard of fiduciary standards, 2) lack of regulation of investment advisers, 3) complicated capital structures, 4) inadequate accounting, and 5) lack of supervision of mergers and consolidations. [6]

Banking 40

Banking Technology Marketability Capital Structure 40

Reynolds Holding

APRIL 28, 2022

7] Shareholders exchange their capital for ownership shares, and depend on a board of directors and management to represent their interests in the operation and decision-making of a corporation. Shareholders generally only vote on a few fundamental events in a corporation’s life, including certain proposed mergers and acquisitions.

Marketability 56

Marketability Equity Alpha Capital Structure 56

Scott Mashuda

MARCH 31, 2025

Capital Structure The right capital structure or Capital Stack can dramatically impact business value and attractiveness to buyers. We optimize your capital stack from debt financing to equity considerations to enhance valuation multiples and expand exit options while maintaining operational flexibility.

Banking 52

Banking Capital Structure Private Equity Firm Debt Financing 52

Class VI Partner

JULY 28, 2021

Buyers and sellers often disagree about what are truly one-time expenses (one of our favorite sayings is: “Life is a series of one-time events”), or what expenses a buyer should not expect to incur going forward (e.g., It is typically the highest risk/highest potential return portion of a company’s capital structure.

Book Value 52

Book Value Equity Enterprise Value Fair Market Value 52

Reynolds Holding

JUNE 28, 2022

We take a broad sample of 25 events between April 2016 and May 2018, including deregulation bills, congressional discussions, hearings and votes, presidential speeches and executive orders, and Treasury press releases. Using event study methods, we find a mean increase of 1.41 Using event study methods, we find a mean increase of 1.41

Banking 45

Banking Marketability Compliance Capital Structure 45

Appraiser Newsroom

JULY 5, 2022

ASA International Conference is the leading event for the global valuation profession. Mr. Beaton has written and spoken extensively on valuation techniques for companies with complex capital structures and he has been involved in more than 300 depositions and has testified in state and federal court more than 75 times.

Business Valuation 40

Business Valuation Intangible Assets Appraisal Finance 40

Brian DeChesare

JUNE 29, 2022

Activist hedge funds are usually classified as “event-driven” within hedge fund strategies , and for good reason. The solutions usually involve replacing Board members or executives, divesting assets, changing the capital structure, cutting costs, adopting new strategies, and sometimes selling the entire company.

Private Equity Firm 52

Private Equity Firm Equity Start-ups Banking 52

Equilest

JANUARY 19, 2025

That's why we built our software to handle even the most intricate capital structures. This analytical method helps determine how proceeds from a liquidation or exit event would be distributed among various stakeholders, providing crucial insights for investors, founders, and valuation professionals alike.

Capital Structure 52

Capital Structure Business Valuation Fair Market Value Compliance 52

Benzinga

JANUARY 30, 2025

Increased Borrowing Capacity & Optimized Debt Capital Structure: As a result of the recent refinancing of LRFC's credit facility with KeyBank National Association ("KeyBank"), LRFC currently has additional available borrowing base that can be used for future deployment at the combined company.

Finance 40

Finance Capital Structure Market Capitalization Banking 40

Reynolds Holding

FEBRUARY 27, 2023

Our event study results and analysis of the amount of corporate cash holdings allows us to conclude that regulated firms in high-corruption areas suffered a net decrease in value from participating in the post- McDonnell protection racket.

Capital Structure 63

Capital Structure 63

Reynolds Holding

APRIL 20, 2025

Eventually, it would allow parties to continuously renegotiate companies capital structures, obviating the need for companies to corral investors at a particular moment to resolve their financial distress. This would fundamentally change the nature of corporate restructuring.

Capital Structure 49

Capital Structure Going Concern Value Start-ups Finance 49