This presentation by Wim Holterman was prepared for a roundtable discussion on Start-ups, killer acquisitions and merger control at the 133rd meeting of the OECD Competition Committee on 11 June 2020. More papers, presentations and contributions from delegations on the topic can be found out at www.oecd.org/daf/competition/start-ups-killer-acquisitions-and-merger-control.htm.
Dan starr realtor - scope of real estate investmentsDanStarrRealtor
Dan Starr Realtor can help you through every step of the buying and selling process and make sure you’re in a new home as quickly and easily as possible.
This presentation by Wim Holterman was prepared for a roundtable discussion on Start-ups, killer acquisitions and merger control at the 133rd meeting of the OECD Competition Committee on 11 June 2020. More papers, presentations and contributions from delegations on the topic can be found out at www.oecd.org/daf/competition/start-ups-killer-acquisitions-and-merger-control.htm.
Dan starr realtor - scope of real estate investmentsDanStarrRealtor
Dan Starr Realtor can help you through every step of the buying and selling process and make sure you’re in a new home as quickly and easily as possible.
6 Things Startups Should Do To Attract Global InvestorsPriya Kadam
Global investors are looking for the best growth corridors and will invest where they see the opportunity. Lets take a look at 6 Things Startups Should Do To Appeal To Global Investors
Derek siewert - financial strategy and financial objectivesDerekSiewert
Derek Siewert determined that traditional banking channels offered more competitive and cost efficient premium finance alternatives in the marketplace.
Thorough understanding and assessment of tools for capital Investment.
Introduction to Discounting & Compounding.
Tools include NPV, IRR, MIRR, Payback, Discounted Payback.
Comparisons, limitations and their effectiveness.
Evaluation and Conclusion.
• Detail-oriented accounting and finance professional with hands-on experience of 5 years in corporate action, performance analysis, fund administration and reporting, reconciliations, custody operations and financial analysis
• Exceptionally organized with the ability to perform multiple tasks in a fast-paced environment, consistently meeting deadlines with accurate and detailed results
• Flexibility to adapt to changing environments, working independently and in a team while managing multiple deliverables
• Working experience of 5 years with all complex financial instruments such as Fixed Income, Debt issuance, Equities, Derivative products and Short term investments.
• Excellent interpersonal and communication skills (written and verbal) for effective interaction with all levels of company management and personnel
• Highly proficient in variety of applications such as Bloomberg, MS Excel, Macros, Word and PowerPoint
• Recognized as a confident, high performing individual demonstrating enthusiasm and initiative
6 Things Startups Should Do To Attract Global InvestorsPriya Kadam
Global investors are looking for the best growth corridors and will invest where they see the opportunity. Lets take a look at 6 Things Startups Should Do To Appeal To Global Investors
Derek siewert - financial strategy and financial objectivesDerekSiewert
Derek Siewert determined that traditional banking channels offered more competitive and cost efficient premium finance alternatives in the marketplace.
Thorough understanding and assessment of tools for capital Investment.
Introduction to Discounting & Compounding.
Tools include NPV, IRR, MIRR, Payback, Discounted Payback.
Comparisons, limitations and their effectiveness.
Evaluation and Conclusion.
• Detail-oriented accounting and finance professional with hands-on experience of 5 years in corporate action, performance analysis, fund administration and reporting, reconciliations, custody operations and financial analysis
• Exceptionally organized with the ability to perform multiple tasks in a fast-paced environment, consistently meeting deadlines with accurate and detailed results
• Flexibility to adapt to changing environments, working independently and in a team while managing multiple deliverables
• Working experience of 5 years with all complex financial instruments such as Fixed Income, Debt issuance, Equities, Derivative products and Short term investments.
• Excellent interpersonal and communication skills (written and verbal) for effective interaction with all levels of company management and personnel
• Highly proficient in variety of applications such as Bloomberg, MS Excel, Macros, Word and PowerPoint
• Recognized as a confident, high performing individual demonstrating enthusiasm and initiative
Early Valuation for Entrepreneurs by John ShumatePlatform Houston
Early Valuation for Entrepreneurs by John Shumate
John Shumate is CEO of ValuLogik and has focused his career on working closely with venture-backed companies. He has worked with hundreds of early- and growth-stage companies across many industries, many of them dealing with highly-technical products or business models. He believes strongly in the use of carefully-applied rigor to rationalize financial models, business plans, valuations, and other quantification tools. He has over a decade of financial experience, including buy-side and sell-side mergers and acquisitions; debt and equity capital raises; strategic consulting; complex financial modeling; business plan development; equity and derivative valuation; and venture incubation. John recently served as Vice President at Blue Equity, a growth-stage private equity firm, and Chief Financial Officer at BellaNovus, an early-stage medical device development company. He was a Senior Associate at bCatalyst, a business incubator and financial services provider to early-stage companies. He has also held analytical roles for Ethicon-Endo Surgery, a division of Johnson & Johnson, and Hilliard-Lyons, a regional brokerage house. John attended the Wharton School at the University of Pennsylvania, where he received a B.S. in Economics and dual concentrations in Finance and Management
Capital raising activity is ever changing. Asset managers are looking for new ways to raise capital and push the boundaries as greater pressure is placed on traditional models.
The desire to increase hold periods, lower the cost of capital, alter and diversify investment strategies, and provide liquidity for investors has caused managers to reprioritize long-term business objectives. Indeed, permanent capital and other specialty finance structures, which were once considered non-conventional in the industry, have become a common discussion point for asset managers that are evaluating the strategy of their next fundraising effort.
Our panel will discuss the range of various permanent capital structures, including Permanent Capital Acquisition Partnerships (PCAPs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), YieldCos, Special Purpose Acquisition Companies (SPACs), Public Asset Managers, Business Development Companies (BDCs), Closed End Funds, Interval Funds, and Variable Annuity and Variable Life Funds. We will also discuss various issues associated with these products, including:
• Strategic comparison of structures;
• Market trends and investor base;
• Distribution requirements;
• Tax consequences; and
• Regulatory requirements.
Complete guide to Building an Acquistion Strategy and Valuation MethodologiesSTRATICX
DESCRIPTION
For a business any business looking to engage in acquisition activity it is critical to understand what your strategy is. Acquisition and investment is more than a financial exercise, there has to be a strategy intent as well.
This document is in three main sections to help formulating an acquisition strategy:
1. Identifying the Acquisition Target and Process
2. Diligencing the Target
3. Evaluating Other Strategic Considerations
Followed by a overview of valuation methodologies commonly used to value targets:
1. Public Market Comparables
2. Merger Market Comparables
3. DCF
4. Pro Forma
This powerpoint is designed to give a good foundations and building blocks for those interesting in learning more about the above techniques.
1. INVESTMENT PARTNERSHIP EXPERTISE
Management
• General Partner and authority/responsibility
• Payment Structure
• Expenses
Determine best investment locations for partnership to
manage
• Travel restrictions
• Property oversight issues
• Time requirements
Establish investment criteria
• Amount of money to invest
• Returns on and return of investment goals
• Market Sector
• Types of properties and number of properties
targeted for the portfolio
• Type Class of property (A, B, C)
o Turn Key – coupon clipper
o NNN Lease
o Acquire and redevelop of alter use
o Acquire, Fix up, and Flip
o Acquire, Fix up, and Keep
o Acquire and expand
Identify and Establish Investment Target Property
• Demographics – latest census results
• Economic structure of the location
• Local Employers (big 5 or 10 in area)
• Evaluate base or ancillary job types
• New Employers entering the market
• Redevelopment
• Stage of the market being entered
Establish Financing Criteria
Establish Time Frames
Determine payout structure (e.g. 80/20) and payout timeline
