An analysis designed to show the potential impact on a company's earnings per share assuming a variety of funding scenarios.
Read moreThe process of one company purchasing another company's assets, shares, or both.
Read moreAssisting in identifying, evaluating, and executing a successful acquisition that aligns with the business's strategic goals.
Read moreConsulting services offered by professionals with expertise in specific areas, such as finance or business operations.
Read moreAssets that are not traditional stocks, bonds, or cash, such as private equity or real estate.
Read moreA clause in an option, security, or merger agreement that gives the investor the right to maintain his or her percentage ownership of a company by buying a proportional number of shares of any future issue of the security.
Read moreThe process of diversifying investments among different asset classes to manage risk and return.
Read moreAn acquisition in which a buyer acquires specific assets and liabilities of a company.
Read moreA type of business sale where the buyer purchases individual assets and liabilities of the business, such as equipment, licenses, customer lists, and inventory, but not the legal entity.
Read moreA financial statement that shows a company's assets, liabilities, and shareholder's equity at a specific point in time.
Read moreA condition of a financial market in which prices are falling or are expected to fall.
Read moreA short-term loan that provides immediate cash flow until the company can secure more permanent financing.
Read moreA condition of a financial market in which prices are rising or are expected to rise.
Read moreA service provided by professional advisors who assist clients in acquiring businesses. The service often includes identifying potential acquisition targets, performing due diligence, valuing the target business, and negotiating the purchase.
Read moreActing as a facilitator between a seller and buyer of a small business to guide them through the buying or selling process.
Read moreAssisting in the process of selling, closing, or liquidating a business in a manner that maximizes value and minimizes risk.
Read moreA professional service that helps business owners in the process of selling, liquidating, or otherwise disposing of their businesses.
Read moreGuiding business owners through the process of selling off a portion of their company or a subsidiary.
Read moreThe act of an owner relinquishing control or ownership of a business, whether through sale, closure, or other methods.
Read moreCreating a strategic plan to exit a business that addresses all aspects, including timing, finances, and successor planning.
Read moreA strategic plan developed for business owners to exit their businesses in a manner that maximizes the value of the business and achieves the owner's personal and financial goals. This could be through a sale, merger, acquisition, or other strategic transactions.
Read moreGuiding the process of selling a company's assets, paying off debts, and closing the business in an orderly and legal manner.
Read moreProviding coaching services to guide business owners through the emotional and financial aspects of exiting their business.
Read moreGuiding owners through the step-by-step process of selling a business, from valuation to negotiation, due diligence, and closing.
Read moreDeveloping strategies to ensure a smooth transition of business ownership and leadership.
Read moreA professional service that assists business owners in planning and managing the transition of business ownership and control. This can include succession planning, business exit strategies, and management buyouts.
Read moreThe process of determining the economic value of a business or company.
Read moreA professional service that determines the economic value of a business or company. This service is often used by business sellers, buyers, and investors to determine the price they are willing to pay or accept to initiate a sale of a business.
Read moreA strategy for buying out the business's ownership from other partners or shareholders, often used in succession planning.
Read moreFunds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment.
Read moreThe total capital invested in a project, including all types of investment, from senior secured debt to common equity.
Read moreThe mix of debt and equity financing a firm uses to fund its operations and growth.
Read moreA measure of how efficiently a company converts its inventory and other resources into cash flows.
Read moreA clause that is typically included in venture capital contracts, which states that the entrepreneur will have to return money to the investors in case of a less than optimal exit.
Read moreOverseeing all the steps that must be taken to legally close a business transaction, ensuring a smooth and successful deal closure.
Read moreA document prepared by a seller to provide potential buyers with an overview of the business.
Read moreSafeguarding sensitive information during the transaction process to protect the client's interests.
Read moreA potential financial obligation that depends on a future event occurring or not occurring.
Read moreThe system of rules, practices, and processes by which a firm is directed and controlled.
Read moreThe return a company needs to provide to its investors (both debt and equity).
Read moreAn evaluation of a potential borrower's ability to repay debt, based on their credit history and financial status.
Read moreAssisting clients in negotiating the terms and conditions of a deal to ensure they achieve their desired outcome.
Read moreThe process of arranging the elements of a business deal, including the terms of the transaction, pricing, and financing.
Read moreFunding a business through borrowing money, typically in the form of loans or bonds.
Read moreA process that allows a private or public company, or a sovereign entity facing cash flow problems and financial distress, to reduce and renegotiate its delinquent debts to improve or restore liquidity.
Read moreA valuation method that estimates the value of an investment based on its expected future cash flows.
Read moreAssets that are sold at a significant discount due to the company's bankruptcy or potential bankruptcy.
Read moreSecurities of companies that are experiencing financial or operational distress, default, or are under bankruptcy.
Read moreA right that enables a majority shareholder to force a minority shareholder to join in the sale of a company.
Read moreA comprehensive investigation of a company's financials, operations, and legal standing during the M&A process.
Read moreSupporting clients in conducting a comprehensive appraisal of a business or its assets for sale to discover any potential issues or benefits.
Read moreA comprehensive list of necessary items to review during a M&A transaction, including financial records, contracts, customer information, and more.
Read moreA program allowing employees to own shares in the company they work for.
Read moreTotal value of a business, including its equity, debt, and excluding its cash and cash equivalents.
Read moreOwnership interest in a company, represented by the shares of stock owned by the shareholder.
Read moreThe value of a company available to owners or shareholders. It is the enterprise value plus all cash and cash equivalents, short and long-term investments, and less all short-term debt, long-term debt and minority interests.
Read moreAn investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds and generally aims to track the performance of a specific index.
Read moreA professional service where advisors help business owners devise a strategy to exit their business, aiming to maximize the business value and ensure a smooth transition.
Read moreHelping business owners develop a plan to sell, close, or pass on their business to achieve their goals and secure their financial future.
Read moreProviding services to accelerate the process of selling a business while still ensuring a fair and optimal transaction.
Read moreThe price at which an asset would change hands between a willing buyer and seller.
Read moreAn assessment provided by a financial service firm concerning the fairness of the terms and conditions of a merger, acquisition, buyback, spin-off, or privatization.
Read moreA private entity that manages the wealth and investments of a single family or multiple families, providing services such as financial planning, asset management, and estate planning.
Read moreAssisting families in planning the transition of a business to the next generation while minimizing tax liability and family conflict.
Read moreA professional service that helps business owners sell their businesses quickly. This is often achieved by having a wide network of potential buyers and efficient processes for valuing and marketing businesses.
Read moreEngaging entities that are interested in acquiring a business primarily for financial return, such as private equity firms and hedge funds.
Read moreThe use of borrowed money to increase the potential return on an investment.
Read moreAn investment firm, typically a private equity group, that makes investments in companies with the aim of realizing a return on investment.
Read moreReports that provide an overview of a company's financial performance, including the income statement, balance sheet, and cash flow statement.
Read moreThe use of government revenue collection and expenditure to influence a country's economy.
Read moreThe cash a company generates after accounting for cash outflows to support operations and maintain its capital assets.
Read moreSpecializing in quick and efficient business sales to meet the client's timing needs without compromising on the deal's value.
Read moreA transaction or a series of transactions that convert a publicly traded company into a private entity.
Read moreA large financial compensation given to senior executives upon termination or retirement.
Read moreA substantial benefit promised to executives in the event that they lose their job due to a company being acquired or merged.
Read moreA private investment fund that employs various strategies to generate high returns for its investors, often involving more risk.
Read moreAn unsolicited attempt to acquire control of a company against the wishes of its board.
Read moreA legal agreement to compensate a party for losses incurred as a result of specific events or actions.
Read moreA type of mutual fund with a portfolio constructed to match or track the components of a market index.
Read moreProviding an in-depth analysis of the industry landscape to help clients understand potential opportunities and threats in their specific market.
Read moreThe process of offering shares of a private corporation to the public in a new stock issuance.
Read moreGrowth achieved by mergers and acquisitions, and not by the company's internal business activities.
Read moreAssets that lack physical substance, such as patents, copyrights, goodwill.
Read moreCreations of the mind, such as patents, trademarks, copyrights, and trade secrets.
Read moreA metric used in capital budgeting measuring the profitability of potential investments.
Read moreA financial institution that assists companies in raising capital, mergers and acquisitions, and other corporate finance activities.
Read moreAn arrangement where two or more companies collaborate on a business project, sharing risks, rewards, and governance.
Read moreA measurable value that demonstrates how effectively a company is achieving key business objectives, often used to monitor performance and guide strategic decision-making.
Read moreA non-binding document expressing the buyer's interest in purchasing a company and outlining the proposed deal terms.
Read moreDrafting and reviewing LOIs, which outline the basic terms of a deal before the formal agreement is made.
Read moreA financial ratio that indicates the level of debt incurred by a business entity against several other accounts in its balance sheet, income statement, or cash flow statement.
Read moreA transaction in which a company is acquired using a significant amount of borrowed funds.
Read moreThe process of converting a company's assets into cash to pay off its liabilities.
Read moreA period of time when private investors can cash out and sell their stakes in a company.
Read moreA predetermined amount of time post-IPO where large shareholders, such as company executives and investors representing considerable ownership, are restricted from selling their shares.
Read moreA compensation tool used by businesses to reward and retain key employees by providing them with financial incentives over an extended period, often linked to performance metrics or stock value.
Read moreA transaction in which a company's management team acquires the business from its current owners.
Read moreGuiding managers in buying the business they manage, ensuring a smooth transition and continuity in business operations.
Read moreThe total dollar market value of a company's outstanding shares of stock.
Read moreThe degree to which market prices reflect all available, relevant information.
Read moreA clause in mergers and acquisitions agreements allowing the acquirer to withdraw from the deal if the target company has experienced significant negative events.
Read moreUsing expertise and negotiation skills to get the best possible price when selling a business.
Read moreA professional who provides advice on transactions such as mergers, acquisitions, divestitures, and capital raisings. These advisors can represent the buyer or the seller in a transaction.
Read moreProfessional services offered by a group of experts in finance and business management who provide advice on mergers and acquisitions.
Read moreA hybrid of debt and equity financing often used in leveraged buyouts.
Read moreAn ownership stake in a company that is less than 50% and does not provide control over the company's operations.
Read moreThe process by which the monetary authority of a country controls the supply of money, often targeting an inflation rate or interest rate to ensure price stability and general trust in the currency.
Read moreAn investment program funded by shareholders that trades in diversified holdings and is professionally managed.
Read moreThe difference between the present value of cash inflows and the present value of cash outflows over a period of time.
Read moreThe difference between a company's current assets and current liabilities, representing its ability to meet short-term obligations.
Read moreA contract in which a person or company agrees not to compete with the business of another company for a period of time.
Read moreA legal contract that establishes a confidential relationship between parties and prohibits the sharing of protected information.
Read moreProfits from regular business activities, excluding extraordinary items and financial revenues and expenses.
Read moreA profitability measure calculated as Operating Income divided by Revenue. It gives analysts an idea of how much a company makes (before interest and taxes) on each dollar of sales.
Read moreA philosophy of the workplace where problem-solving, teamwork, and leadership results in the ongoing improvement in an organization.
Read moreProviding guidance to business owners on how to plan for and successfully navigate retirement after selling their business.
Read moreA compensation plan where employees receive benefits linked to the company's stock value, without owning actual shares. This often results in cash bonuses that mirror the gains of shareholders.
Read moreA company that a specific firm, venture capital firm, or buyout firm invests in is referred to as a portfolio company.
Read moreThe process of consolidating operations, systems, and culture after a merger or acquisition.
Read moreThe value of a company immediately after the most recent capital round financing.
Read moreAssisting business owners in preparing their company for sale, which may include improving financial statements, resolving any legal issues, and enhancing the business's value.
Read moreA contractual provision that allows existing shareholders to purchase new shares before they are offered to the public or other investors.
Read moreCapital that is not listed on a public exchange, composed of funds and investors that directly invest in private companies.
Read moreFinancial statements prepared in advance, based on hypothetical scenarios to show the prospective financial impact of event such as a business combination or a change in capital structure.
Read moreA strategy used by shareholders to gain control of a corporation by persuading other shareholders to vote in a way that increases their control.
Read moreA company whose ownership is organized via shares of stock which are intended to be freely traded on a stock exchange or in over-the-counter markets.
Read moreA legal document that outlines the terms and conditions of an M&A transaction, including the purchase price, representations and warranties, and indemnification provisions.
Read moreAiding in the negotiation, drafting, and review of the final purchase agreement to protect the client's interests and ensure a successful transaction.
Read moreThe process of assigning a purchase price to the individual assets and liabilities of an acquired company.
Read moreA monetary policy whereby a central bank buys predetermined amounts of government bonds or other financial assets in order to inject liquidity directly into the economy.
Read moreHelping clients who need to sell their business quickly develop and execute a strategy that ensures a fast and successful exit.
Read moreA type of corporate reorganization involving substantial change in a company's capital structure.
Read moreAssisting in negotiating the representations and warranties in a purchase agreement, which are essentially the seller's assurances about the business's condition.
Read moreA significant modification made to the debt, operations, or structure of a company to avoid financial harm and improve the business.
Read moreRedesigning the financial, operational, or organizational setup of a company.
Read moreThe portion of a company's net income that is not distributed as dividends but is reinvested in the business or used to pay off debt.
Read moreA performance measure that evaluates the efficiency of an investment, calculated as the net gain divided by the initial investment.
Read moreAn invitation to existing shareholders to purchase additional new shares in the company.
Read moreThe forecasting and evaluation of financial risks together with the identification of procedures to avoid or minimize their impact.
Read moreA strategy used by companies in the same market looking to consolidate with other companies through acquisitions.
Read moreThe sale of pre-existing investor commitments in private equity and other alternative investment funds by one investor to another.
Read moreAssisting business owners who need to sell their business quickly, providing fast, efficient, and high-quality advisory services.
Read moreA professional service that assists business owners in preparing for and executing the sale of their businesses.
Read moreAn arrangement where the seller provides a loan to the buyer for part of the purchase price, acting as the lender, with the buyer repaying over time.
Read moreA form of seller financing where the seller provides a loan to the buyer to cover a portion of the purchase price of a business.
Read moreProviding advisory services to the seller in a business transaction, representing their interests and working towards achieving the best possible terms for them.
Read moreThe process of transferring ownership of a business to another entity. It involves determining the value of the business, preparing the business for sale, marketing the business to potential buyers, and negotiating the terms of the sale.
Read moreA professional service provided by brokers, investment bankers, or other M&A professionals that helps business owners in selling their businesses.
Read moreAn investment or trading strategy that speculates on the decline in a stock or other securities price.
Read moreAn individual whose involvement in a partnership is limited to providing capital to the business.
Read moreA state-owned investment fund that invests in real and financial assets like stocks, bonds, real estate, and precious metals.
Read moreA company with no commercial operations that is formed strictly to raise capital through an initial public offering (IPO) for the purpose of acquiring an existing company.
Read moreA party that has an interest in a company and can either affect or be affected by the business.
Read moreA contract between a buyer and a target company that prevents the buyer from acquiring additional shares or making a hostile takeover bid for a specified period.
Read moreA buyer who believes a target company can complement its existing business and help it to grow further.
Read moreThe process of identifying and developing new leaders who can replace the old leaders when they leave, retire or die.
Read moreAssisting in identifying and evaluating potential successors, whether they are family members, employees, or external buyers.
Read moreA contractual obligation used to protect a minority shareholder (usually in a venture capital deal).
Read moreThe expertise and focus on mergers and acquisitions within the technology sector.
Read moreA public offer made by a buyer to purchase a target company's shares at a specific price and within a specified time frame.
Read moreA valuation technique used to value a company by comparing company's financial measurement with similar companies in the industry.
Read moreProfessional services designed to help businesses make informed decisions during a merger, acquisition or other major corporate transaction.
Read moreThe systematic and rapid implementation of change to reverse a company's fortunes.
Read moreThe process through which an individual or institution takes on financial risk for a fee.
Read moreConducting a comprehensive analysis of a business's worth to guide decision-making in a merger, acquisition, or sale.
Read moreThe performance of actions that increase the worth of goods, services, or businesses.
Read moreA professional service that helps business owners improve their business operations and strategies to maximize their business value before selling.
Read moreImplementing strategies to increase the company's value before the sale, such as improving operational efficiency or strengthening the customer base.
Read moreFunding provided to startups and small businesses with perceived long-term growth potential, usually in exchange for equity or ownership stakes.
Read moreA statistical measure of the dispersion of returns for a given security or market index.
Read moreLegal assurances provided by a seller to a buyer in an M&A transaction, regarding the accuracy of information and the absence of undisclosed liabilities.
Read moreA calculation of a firm's cost of capital in which each category of capital is proportionately weighted.
Read moreThe cash and other short-term assets available to a company to finance its day-to-day operations.
Read moreReducing the book value of an asset because it is overvalued compared to the market value.
Read moreA company that needs bailouts in order to operate, or an indebted company that is able to repay the interest on its debts but not repay the principal.
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