Finance and Mergers & Acquisitions - Business Valuation Zone

Buyer Financing through Partial Divestments or Spin-Offs

M&A Leadership Council

FEBRUARY 8, 2024

The Art of M&A® / Financing and Refinancing An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Can a buyer always finance all or part of a transaction through partial divestments or spin-offs? Not necessarily.

Finance

DIVISION HIGHLIGHT: VIKING MERGERS & ACQUISITIONS IN NASHVILLE, TN

Viking Mergers

JUNE 16, 2022

This desire drew him forward as he earned an ROTC scholarship and graduated from the University of Notre Dame with a BBA in Finance. That “beginning” turned into over 15 years of business development, finance, and operations experience with some of the most respected names in American business.

Mergers & Acquisitions Start-ups Finance Business Valuation

Elon Musk Races to Secure Financing for Twitter Bid

NYT M&A

APRIL 19, 2022

The world’s richest man is trying to shore up debt financing, including potentially taking out a loan against his shares of Tesla, so he can buy Twitter for $43 billion.

Finance

Finance Debt Financing Mergers & Acquisitions Equity

Proskauer, Polsinelli Leaders Among 8 Joining BakerHostetler

Law 360 M&A

MAY 8, 2023

BakerHostetler has strengthened its Los Angeles office with the addition of eight attorneys, including the former co-head of Proskauer Rose LLP's private equity and mergers & acquisitions group and the former vice chair of Polsinelli PC's securities & corporate finance practice, the firm announced on Monday.

Corporate Finance Mergers & Acquisitions Finance Equity

When to Get an SBA Machinery and Equipment Appraisal

Peak Business Valuation

MARCH 27, 2024

To champion their cause, the SBA offers various financing options and programs. We are happy to answer your questions about financing a small business. Often it is an important part of financing a small business with an SBA loan. If you are struggling to cover basic costs at the moment, SBA financing can help.

Appraisal

Appraisal Finance Business Valuation Compliance

Paul Dzurovcik

M&A Leadership Council

FEBRUARY 3, 2024

Paul Dzurovcik President and Chief Value Accelerator, M&A Engineers, LLC Paul Dzurovcik is the recently retired former head of Mergers, Acquisitions & Strategic Initiatives Delivery (Technology & Operations) for Bank of Montreal Financial Group (BMOFG).

Banking

Banking Compliance Technology Mergers & Acquisitions

A ‘Shadow’ Lending Market in the U.S., Funded by Insurance Premiums

NYT M&A

OCTOBER 4, 2023

Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators.

Marketability

Marketability Finance Mergers & Acquisitions Banking

Golden Globes Are Sold and Hollywood Foreign Press Is No More

NYT M&A

JUNE 12, 2023

After a series of ethics, finance and diversity scandals, the embattled awards show will continue but the group that was behind it for decades will not.

Finance

Dan Snyder Agrees to Sell Washington Commanders for $6 Billion

NYT M&A

APRIL 13, 2023

team is on track to be sold for a record figure to a group led by Josh Harris, as investigations into sexual harassment claims and the team’s finances continue.

Finance

First Republic Plans to Raise Cash by Selling Shares Privately

NYT M&A

MARCH 17, 2023

After a bailout from the biggest banks, the ailing midsize lender is searching for more help to shore up its finances and soothe the fears of investors and depositors.

Banking

Banking Finance Mergers & Acquisitions Equity

Elon Musk secures $46.5bn to fund possible hostile bid for Twitter

The Guardian M&A

APRIL 21, 2022

Tesla CEO is putting $21bn of his own money in the package, according to US watchdog filing Elon Musk has secured $46.5bn (£35.6bn) in financing to fund a possible hostile bid for Twitter and is putting up $21bn of his own money as part of the package. Continue reading.

Debt Financing

Debt Financing Finance Banking Equity

Appraiser Newsroom - Untitled Article

Appraiser Newsroom

MARCH 20, 2024

Aswath Damodaran | Stern School of Business at New York University Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Before coming to Stern, he also lectured in Finance at the University of California, Berkeley.

Intangible Assets

Intangible Assets Compliance Equity Finance

Closing Day: What Happens and How Not to Get Derailed

M&A Leadership Council

OCTOBER 2, 2023

The Art of M&A® / Integration: Closing An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux CLOSING What happens on the closing day itself? In the case of a transaction involving third-party financing, what part of the deal closes first?

Mergers & Acquisitions Banking Finance

Appraiser Newsroom - Untitled Article

Appraiser Newsroom

MAY 1, 2024

Mergers, acquisitions, and divestitures necessitate valuations to determine fair market value of legal entities and/or assets and allocate purchase price among assets and liabilities. This ensures the selection of appropriate valuation methodologies and assumptions that lead to supportable valuation conclusions.

Intangible Assets

Intangible Assets Fair Market Value Compliance Private Equity Firm

Twitter bosses entitled to $120m in ‘golden parachute’ payouts

The Guardian M&A

OCTOBER 28, 2022

Musk reportedly immediately removed the chief executive, Parag Agrawal, finance boss Ned Segal, and Vijaya Gadde, the head of legal, policy and safety, after closing the $44bn takeover of the social network company. Continue reading.

Finance

Finance Mergers & Acquisitions Technology

Why accounting firms should become business advisors

ThomsonReuters

JULY 6, 2023

In this business advisory role, your firm helps clients achieve higher returns for mergers, acquisitions, and divestitures by using a proven and repeatable approach for tax and accounting activities.

Accounting Firms

Accounting Firms Start-ups Compliance Mergers & Acquisitions

FTX’s Sam Bankman-Fried Says He Is Trying to Raise More Money

NYT M&A

NOVEMBER 10, 2022

Sam Bankman-Fried told employees that he wanted to reinforce his company’s finances after a collapse that is drawing scrutiny from regulators.

Finance

Elon Musk’s Twitter Bid Puts Pressure on the Banks Backing Him

NYT M&A

OCTOBER 5, 2022

Looming in the background of Mr. Musk’s $44 billion offer to buy the company is whether financing challenges will provide him with an escape hatch from a deal.

Banking

Banking Finance Mergers & Acquisitions

4 Things to Ask When Preparing Your IT for a Divestiture

M&A Leadership Council

DECEMBER 13, 2023

Does the divesting unit share systems and platforms with other parts of your organization The most common challenges are with corporate functions such as finance, accounting, HR and legal. Mergers, acquisitions and divestitures will continue to change the face of organizations. You need to be asking the right questions.

Technology

Technology Mergers & Acquisitions Finance

Elon Musk’s deal for Twitter includes a $1 billion breakup fee.

NYT M&A

APRIL 26, 2022

Mr. Musk would have to pay if his financing falls apart. Twitter would have to pay if it signed a deal with another suitor.

Finance

Succession Review: The Best Finance TV Show and One of the Best Shows of All Time

Brian DeChesare

MAY 31, 2023

It is not only the best finance TV show or movie but also one of the all-time great TV series. The show is also highly relevant to finance because entire seasons revolve around mergers, acquisitions, private equity, and shareholder revolts. And yes, there’s even a plot point about debt covenants , of all things.

Finance

Finance Start-ups Corporate Finance Mergers & Acquisitions

When Does Due Diligence Begin and Who Conducts It?

M&A Leadership Council

JUNE 14, 2023

The Art of M&A / Due Diligence An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist, or CMAS™ credential. Lajoux, Alexandra Reed with Capital Expert Services.

Mergers & Acquisitions Compliance Finance Appraisal

Making and Keeping Commitments to Employees After a Merger

M&A Leadership Council

OCTOBER 22, 2023

The Art of M&A® / Post-Merger Integration and Divestitures An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux COMMITMENTS to EMPLOYEES Why is it important to make and keep commitments to employees? What is the financial impact of downsizing?

Mergers & Acquisitions Finance Technology

Making Business Restructuring? Don't Forget Your Business Valuation First

Equilest

SEPTEMBER 26, 2023

Business restructuring can take many forms, including mergers, acquisitions, divestitures, and internal reorganizations. Knowing your company's value is essential for making informed decisions, whether you're planning to grow, sell, or secure financing. Why Business Restructuring? How often should I get a business valuation?

Business Valuation

Business Valuation Intangible Assets Appraisal Mergers & Acquisitions

Divestitures & Carve-Outs: Top 4 Real-World Truths

M&A Leadership Council

MARCH 1, 2024

Build a disciplined, dedicated team who have the necessary skills for the complex de-couplings required in a divestiture: in addition to IT specialists, your team should also include members of your finance, legal and HR teams to address each of their respective domains.

Start-ups

Start-ups Private Equity Firm Mergers & Acquisitions Finance

What is tax advisory?

ThomsonReuters

JULY 6, 2023

Typically, tax advisors have more experience and education than accountants and are well-versed not only in accounting, but in tax law, finance, and business strategy. Mergers & acquisitions (M&A) : As a specialty focus, M&A tax specialists assist businesses with mergers, acquisitions and divestitures.

Accounting Firms

Accounting Firms Start-ups Finance Mergers & Acquisitions

San Diego, CA / Mar 2023

M&A Leadership Council

DECEMBER 2, 2022

Event Dates: 2023-03-21T08:30:00-05:00 to 2023-03-21T16:30:00-05:00 2023-03-22T08:30:00-05:00 to 2023-03-22T16:30:00-05:00 2023-03-23T08:30:00-05:00 to 2023-03-23T12:00:00-05:00 Location: Manchester Grand Hyatt, San Diego, CA USA Register Now Course includes Structured Networking Sessions, Tuesday and Wednesday evenings, from 5:30pm to 7:30pm NEW for (..)

Mergers & Acquisitions Finance

11 Growth Strategies for Business Advisors

Equilest

OCTOBER 1, 2022

9:Keep A Close Eye On Your Finances. One of the biggest benefits of having a business advisor is that he or she can help keep an eye on your finances. 11: Think About Merger, Acquisition Or Sale Options. Merger/ Acquisition. You have a lot of choices when it comes to growing your business.

Business Valuation

Business Valuation Mergers & Acquisitions Marketability Finance

Net Debt Bridge – Concept and Formula Explained

Valutico

MARCH 12, 2024

Short summary The Net Debt Bridge is a critical aspect of company valuation, particularly during mergers, acquisitions, or financial analysis. It provides a breakdown of the changes in a company’s net debt over a specific period.

Net Debt

Net Debt Discounted Cash Flow Enterprise Value Equity

What programmatic acquirers do differently

Mckinsey and Company

FEBRUARY 13, 2024

Our latest findings bolster the case for programmatic M&A. But beyond doing more deals, what gives programmatic acquirers an edge—and how does their dealmaking translate to value creation?

Using M&A as a launchpad for transformation

Mckinsey and Company

MARCH 11, 2024

Transactions can play a significant role in large-scale transformation, presenting a time of intensified focus on change and a heightened sense of ownership and accountability—the building blocks of transformation.

The Consumer Retail Investment Banking Group: King of the Generalists?

Brian DeChesare

APRIL 6, 2022

Consumer Retail Investment Banking Definition: In consumer retail IB, bankers advise companies in the consumer staples, consumer discretionary, and retail industries on raising debt and equity and completing mergers, acquisitions, and restructuring/bankruptcy deals. Consumer Retail Overview by Vertical.

Banking

Banking Start-ups Equity Marketability

Center for Public Integrity Weighs Merger or Shutdown Amid Dire Financial Straits

NYT M&A

FEBRUARY 28, 2024

The nonprofit had a budget shortfall of roughly $2.5 million last year amid a difficult market for fund-raising.

Marketability

Marketability Mergers & Acquisitions Finance

German private equity: A catalyst for job creation and economic growth

Mckinsey and Company

MAY 9, 2024

Five building blocks can help Germany build a stronger foundation to expand private equity investment, creating value, employment, and economic growth.

Equity

Equity Corporate Finance Mergers & Acquisitions Finance

The seven habits of programmatic acquirers

Mckinsey and Company

AUGUST 24, 2023

Our latest research shows that programmatic acquirers continue to create value from this approach to M&A and identifies the capabilities and practices these companies use to deliver their M&A strategies.

Kaiser Permanente to Acquire Geisinger

NYT M&A

APRIL 26, 2023

The California health care organization will create a new nonprofit that aims to acquire a half-dozen additional community health systems.

Mergers & Acquisitions Finance

How programmatic M&A fosters long-term resilience

Mckinsey and Company

DECEMBER 13, 2023

Executing regular small deals is not only the most effective M&A strategy but makes companies more resilient. Here is how programmatic acquirers beat the market.

Marketability

Marketability Corporate Finance Mergers & Acquisitions Finance

The Risks Hidden in Public Pension Funds

NYT M&A

AUGUST 4, 2023

Attracted by promises of high returns, many public pension funds have been loading up on private equity but may not fully appreciate the dangers, our columnist says.

Equity

Equity Mergers & Acquisitions Banking Finance

JPMorgan Paid $175 Million for a Business It Now Says Was a Scam

NYT M&A

JANUARY 21, 2023

Charlie Javice promised to simplify the college financial aid process. It was a compelling pitch. Especially, as now seems likely, to those with little firsthand knowledge of financial aid.

Mergers & Acquisitions Finance

The power of goodbye: How carve-outs can unleash value

Mckinsey and Company

FEBRUARY 7, 2023

Separations can be a once-in-a-lifetime opportunity to create value for the remaining and separated companies. The secret? Get granular about support costs and personal about talent.

The Brokerage Simplification Act Explained: M&A Brokers Defined in H.R. 935

Scott Mashuda

FEBRUARY 14, 2023

935 : “Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification Act of 2021.” The Brokerage Simplification Act On December 29, 2022, President Biden signed into law: H.R. 2617 , the “Consolidated Appropriations Act, 2023,” FY2023.This This staggering $1.7 billion omnibus spending bill includes H.

Mergers & Acquisitions Finance EBITDA Marketability

Fix them first: Executing regulation-driven separations

Mckinsey and Company

MARCH 8, 2022

A better understanding of the remedies that antitrust regulators may hand down in a large merger or acquisition could help executives improve their management of such deals.

The power of goodbye: How separations can unleash value

Mckinsey and Company

FEBRUARY 7, 2023

Separations can be a once-in-a-lifetime opportunity to create value for the remaining and separated companies. The secret? Get granular about support costs and personal about talent.