Board of Directors Shareholders' Monthly / Quarterly Report

June 29, 2020 by Francine Way in Shareholders, Board of Directors, reporting

Shareholders Monthly or Quarterly Report can be difficult to put together. In this post, we will walk through how a simple template format can be used to satisfy even the most complex issue a CEO wants to communicate to his/her Board of Directors.

M&A Blog #24 - Merger Relative Valuation

June 23, 2020 by Francine Way in M&A, valuation, statement analysis

Do you ever want to know how a merger financial due diligence and (relative) valuation should be done? This post will tell you more about them.

M&A Blog #23 – valuation (walk through / presentation)

July 22, 2017 by Francine Way in M&A, valuation

In this post, we will walk through 3 different methods of valuing a company and accounting due diligence on historical financials.

M&A Blog #22 – valuation (less known valuation methods)

July 20, 2017 by Francine Way in M&A, valuation

This blog will cover the lesser know valuation models often used in very specific industries.

M&A Blog #21 – valuation (scenario / sensitivity analysis)

July 19, 2017 by Francine Way in M&A, valuation

Learn more about Scenario and Sensitivity Analyses - the keys to answering your boss’ / client’s what-if questions .

M&A Blog #20 – valuation (Dividend Discount Model - DDM)

July 18, 2017 by Francine Way in M&A, valuation

What is a good way to value companies who pay dividend? Read more about it in this blog post.

M&A Blog #19 – valuation (Leveraged Buy Out - LBO)

July 17, 2017 by Francine Way in M&A, valuation

Leveraged Buy Out (LBO) - not only a relic from the 1980s. Learn more about this classic Private Equity favorite valuation technique here.

M&A Blog #18 – valuation (Precedent Transaction)

July 14, 2017 by Francine Way in M&A, valuation

In this post, we will walk through Precedent Transaction - an investment bankers’ favorite in valuing companies.

M&A Blog #17 – valuation (Comparable Company)

July 13, 2017 by Francine Way in M&A

Learn more about Comparable Companies - an investment bankers’ classic valuation technique - in this blog post.

M&A Blog #16 – valuation (Discounted Cash Flow)

July 12, 2017 by Francine Way in M&A

Discounted Cash Flow (DCF) is a favorite of venture capitalists (VCs). We will walk through what it is all about here.

M&A Blog #15 – valuation (tools and data preparation)

July 11, 2017 by Francine Way in M&A

In this post, we will walk through the tools and preparations for valuing a company.

M&A Blog #14 – valuation (roles, types, equity & enterprise values)

July 10, 2017 by Francine Way in M&A

Valuation? What is it, why should we care, who is involved, and more. Learn why valuation is both an art and a science.

M&A Blog #13 – sell-side acquisition (execution)

July 09, 2017 by Francine Way in M&A

Sell-side M&A - what does the process looks like? A walk through.

M&A Blog #12 – sell-side acquisition (preparation)

July 08, 2017 by Francine Way in M&A

Sell-side M&A - what can a company do to prepare for a divestiture.

M&A Blog #11 – buy-side acquisition

July 07, 2017 by Francine Way in M&A

Buy Side M&A - what is it all about.

M&A Blog #10 – equity (accretion / dilution)

May 18, 2017 by Francine Way in M&A, equity

Accretion / Dilution - why do they matter? We will walk through the topic and learn how to do the accretion / dilution analysis here.

M&A Blog #09 – debt (Part V – asset based lending (ABL) and seasonal ABL)

May 17, 2017 by Francine Way in M&A, debt

Asset Based Loan (ABL) - what is it and how can it help in an M&A deal?

M&A Blog #08 – debt (Part III – lender’s view, debt rating, liquidity, and distressed company)

May 16, 2017 by Francine Way in M&A, debt

Liquidity and distressed companies - why is this important in M&A? Read more about them in this post.

M&A Blog #07 – debt (Part II – management considerations, debt alternatives, and acquisitions purse / war chest)

May 15, 2017 by Francine Way in debt, M&A

Financing an M&A program - considerations and options.

M&A Blog #06 – debt (Part I – role and trade-offs, categories and key characteristics)

May 14, 2017 by Francine Way in M&A, debt

Financing an acquisition with debt - is it a good idea? It depends … learn more about it here.