Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In conclusion It is the dream, in every discipline, to come up with a theory or construct that explains everything in that disciple.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

CFO Leadership

JANUARY 25, 2024

For companies with leases set to expire within the next two years, lease restructuring emerges as a prudent financial strategy. Since most companies need capital to offset costs associated with constructing new spaces and facilitating relocations, many property owners are commonly offering turn-key improvements and sizable free rent packages.

Marketing 52

Marketing Budgeting Restructuring Construction 52

CFO Leadership

JANUARY 5, 2024

For companies with leases set to expire within the next two years, lease restructuring emerges as a prudent financial strategy. Since most companies need capital to offset costs associated with constructing new spaces and facilitating relocations, many property owners are commonly offering turn-key improvements and sizable free rent packages.

Marketing 52

Marketing Leadership Budgeting Restructuring 52

Cube Software

MAY 11, 2023

They're constructed to answer specific questions relevant to one or more of the financial statements. Keep in mind pro forma statements do not usually include one-time costs such as restructuring costs. Normally, these are concerned with a company's present situation - you build on historical data to create financial statements.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Barry Ritholtz

MARCH 5, 2024

What happened over the last year and a half or so is rates went up and valuations went down. I think those are the things that are gonna keep lawyers and restructuring advisors very busy for the foreseeable future. How does this affect how you think about putting portfolios together, constructing portfolios?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah.

Restructuring 62

Restructuring Investments Marketing Banking 62

Barry Ritholtz

SEPTEMBER 26, 2023

And if they don’t, we’re happy to own them at the valuation that we are creating that company act. The cost of constructing a home is higher today than it was three years ago. So there is real inflation in cost of construction. Tell us about what’s going on today that makes it so interesting.

Investments 52

Investments Banking Economics Marketing 52