M&A Mindset

Issue #7: May 10, 2024

Welcome!

As always, the M&A Mindset keeps things simple in 3 separate sections:

1. INTERESTING M&A ARTICLES
2. INSIGHTS & INFOGRAPHICS
3. BOOKS OF INTEREST

This issue's focus areas for INSIGHTS & INFOGRAPHICS:

• Capex vs. Opex
• Debt vs. Equity
• Liquidity vs. Solvency

Check out the focus areas for the next issue at the end of the newsletter.

Enough chat. Let's get to it.

ARTICLES

Interesting M&A/Finance Finds

• In The M&A World, Culture Is King
• Bumble Looking For Serious Relationship
• “There’s Money Everywhere”: Milken Conference 2024
• Understanding Private Equity
• Could Private Equity Win The Next Superbowl?

And Just Because...

• Wall Street Jargon Translation

INSIGHTS & INFOGRAPHICS

Capex vs. Opex

• What is the difference between Capex and Opex? How do they impact the financial statements? What are some things to consider about them? What are some examples of each?
• Check out the summary below:

INSIGHTS & INFOGRAPHICS

Debt vs. Equity

• Both are often effectively used by companies and in M&A transactions. But what are the different types/sources of debt and equity capital? What about the advantages and disadvantages of each?
• High level summary below:

INSIGHTS & INFOGRAPHICS

Liquidity vs. Solvency

• Could you quickly generate enough cash to pay your monthly bills or can you even survive long-term as a company? Simply put, that is the difference between liquidity and solvency.
• Some key aspects of each below:

BOOKS OF INTEREST

Good Reads This Week

If books are listed here, I've read them and found them interesting.

Thanks again for taking a look.

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Look for these INSIGHTS & INFOGRAPHICS in the next issue:

• M&A Due Diligence Overview
• Key LOI Components
• Stock Sale vs. Asset Sale

Questions, comment, or suggestions for topics?

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