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21 results for “deal evaluation”
Company18 mentions across episodes
Deal
Topic2 mentions across episodes
deal evaluation
...deals tend to bust. So I would say you wanna give yourself enough room so that you can absorb some due diligence disappointments. But having said that, the LOI process is competitive and brokers want every penny they can get. And, sure, they care abo
45:45 / 46:52
from transcript45:45 – 46:52
But sometimes the owners are not nefarious. They just don't really know. They think they have contracts, and they don't really have contracts. They think they have what we would call contractually recurring revenue, and they don't. They think they ha
44:58 / 46:11
from transcript44:58 – 46:11
...I I've seen deals that are wildly overpriced on paper, but are done by almost debt like investors who are seeking to get a return. Right? So I I've seen one that was like, it started with a one and a half x liquidation preference. The liquidation pre
16:27 / 17:35
from transcript16:27 – 17:35
...evaluation and power, which I think is tremendous. And then where do you go from there, Haitham? Or fill in a piece that we missed. So after that investment committee meeting Mhmm. The deal team and the IC members individually write a seven to eight
9:03 / 10:16
from transcript9:03 – 10:16
...billion dollar evaluation, it's just it's not the right
15:56 / 17:00
from transcript15:56 – 17:00
think, you know, they you you have to look at time. I put that money to work in other investments that also did fantastic in that time. So while I may have left two and a half x on the or two x on the price of Uber today in its eighties, I was able t
5:56 / 7:03
from transcript5:56 – 7:03
...They called the deal strategic on the Palo Alto Networks side. GeekWire did report that the transaction was for more than $500,000,000 but we don't have anything more concrete yet. But, no Jason, actually it's not that great of a price because I thin
23:12 / 24:15
from transcript23:12 – 24:15
and a combination of equity, equity, and debt. The debt piece was at an 11 and a half. There are two pieces, two tranches at an 11 and a half percent interest rate and a 9% interest rate. The equity piece was at an $18,000,000,000 valuation, which An
1:24:44 / 1:25:49
from transcript1:24:44 – 1:25:49
what the replacement cost is of all their fixed assets, all their factories, etcetera. I'm like, okay. If this factory disappeared What's the market value if we were to sell this thing and get rid of it? Exactly. And so that way, they're always makin
1:37:26 / 1:38:30
from transcript1:37:26 – 1:38:30
So someone could make you an offer, but I imagine without expertise in that particular market, you wouldn't necessarily know if it was a good price or not. So how do you go about making sure that you're getting the most money possible? I get that que
47:44 / 49:00
from transcript47:44 – 49:00
...or maybe there's a put. Right? I I've seen deals that are
15:42 / 16:52
from transcript15:42 – 16:52
...deal team's bonuses. You don't wanna have a clawback, less about the financial implication, but there's a lot of pride involved. Sure. And so those memos get distributed, and the pro con meeting happens. And we want collective enthusiasm at that meet
9:45 / 10:59
from transcript9:45 – 10:59
David, your little startup's worth a dollar, and I I pick it up for that. And my company then later becomes worth $2,000,000,000 by integrating your product. We would look at this as an acquisition that added nearly a billion dollars of value, And th
11:10 / 12:15
from transcript11:10 – 12:15
And those patients had potential claims, contingent claims. They said they suffered injury. They weren't adjudicated. There were no judgments, but the plaintiff's attorney may have had a case as patients may have suffered. Nevertheless, when we sold
49:24 / 50:31
from transcript49:24 – 50:31
You can pretty much guarantee that first number is never what anybody really expects as the final. Now, again, there are gonna be a lot of parts that move back and forth, depending on how much upfront, how much is held back, how much is cash, how muc
17:11 / 18:17
from transcript17:11 – 18:17
...deals only, or 6 or 7 figure deals only. And anybody who's not selling 6 or 7 figure deals, like, you should not use this product. And you just go straight for the high end and you help customize it for them and you give them a lot of attention. Or t
1:01:27 / 1:02:32
from transcript1:01:27 – 1:02:32
you know, picked from the same orchard that aren't bruised, that are shiny and new and don't have worms in them, and and we put them out, you know, and say, hey. Look. We worked with these apples. These are these are some good apples. How about these
48:00 / 49:01
from transcript48:00 – 49:01
...deal it is and the rest. But what I can guarantee you is the first offer that you get in that first draft of the LOI that you get is never the top end of the number Never. That I've Never. You know, gone out to to my approval committee for that hunti
16:26 / 17:33
from transcript16:26 – 17:33
...was that it was done in stock according to Axios and was done, I believe, at the last kind of valuation marks for the companies. And, Grammarly was valued, Jason backed me up, like, 13,000,000,000, and I think Coda was valued at, like, 1.3 last time.
46:24 / 47:33
from transcript46:24 – 47:33
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