Bloom Equity Partners’ Post

Technology will continue to transform the Portfolio Valuation process; this article written by my colleagues Chris Franzek and Elizabeth Kettler illustrates how Stout is on the forefront of this transformation...

🚀 Direct indexing is on the rise. As you’ll see in this Insights article written by one of our relationship managers, Anthony Marcozzi, these assets are set to double by 2026, helping to reshape the future of personalized investing. However, only 44 percent of wealth advisers are familiar with direct indexing, and only 16 percent are using it in client accounts. Clearly articulating the value proposition of direct indexing for more wealth advisers could enable more of them to convey four key benefits to their clients:   ✅Building more personalized and sustainable portfolios.   ✅Unlocking potential tax savings.   ✅Offering a holistic view of clients’ investments with more data and automated reporting.   ✅Giving clients more control over their unique investor journey. Want to learn more about each of these benefits? In this article, Anthony breaks things down. 🔗 https://lnkd.in/exbU7J-5 #DirectIndexing #Investing #SustainableInvesting #WealthManagers

Learn how Private Equity Investors and owners are adding Revenue Operations to their value-creation toolbelt. Organic revenue growth – the increase in a company’s sales over time – is the primary basis for creating business value. The more sustainable and scalable revenue growth is, the more valuable a business becomes. In fact, the ability to grow revenues organically has created more firm value than all efforts to reduce costs, expand earnings multiples, and improve free cash flow combined according to an analysis of total shareholder return over a twenty year span. This has led investors to prioritize Revenue Engineering over Financial Engineering as a means for finding, unlocking and realizing more value from their investments. https://lnkd.in/giZkXDpD

For #Tech firms, robust #FinancialData is vital. It validates projections, helping secure capital. Get to know how an Investors assess a company's forecasting history and accuracy. #GrantThornton

Dive into the transformative world of #EmbeddedFinance with insights from industry pioneers, exploring its rise, benefits, and future prospects. https://lnkd.in/gC5KCMb9 #FintechInnovation #FinancialRevolution

Where could $374 billion in dry powder go? Private capital loved software —or it did for about a decade, during which capital deployment skyrocketed. In more recent quarters, software markets have reflected global macroeconomic uncertainty. Publicly listed companies’ multiples swooned; access to debt markets tightened; and private markets continued to hold large amounts of dry powder. Developments in banking that have affected major tech-financing entities may also affect capital raises for software. Developments in banking that have affected major tech-financing entities may also affect capital raises for software. But tech is only becoming more important in business, while also becoming more complex. Technology continues to blossom and is - … - https://lnkd.in/dpxp_875 www.Cyprus-CEO.com Actually, Everyone is in Business. #CEO #business #marketing #tech #interesting #legal #money

Dive into the transformative world of #EmbeddedFinance with insights from industry pioneers, exploring its rise, benefits, and future prospects. https://lnkd.in/gUDDQEYv #FintechInnovation #FinancialRevolution

As we close out the first month of 2024, we’re excited to send out our first official press release. We’re committed in our journey of empowering investors to discover the world’s value and in making value-oriented investing the central operating system for financial institutions of all shapes and sizes. Read the full press release here: https://lnkd.in/gRQQW_qy If you’re interested in a demo of Countercyclical, please visit: https://countercyclical.io #countercyclical #saas #software #chicago #finance #capitalmarkets #investing #valueinvesting #rias #research #analysis #pressrelease

𝐈𝐬 𝐓𝐡𝐢𝐬 𝐭𝐡𝐞 𝐁𝐨𝐭𝐭𝐨𝐦 𝐨𝐟 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞𝐬? 🔥If you are a founder, investor, or industry enthusiast, we just updated our research, where we analyzed thousands of Software M&A deals and their valuation multiples from the last seven years to help you. Key insights include: 📉Sizeable decline in valuation multiples with the median 𝐄𝐕/𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐟𝐚𝐥𝐥𝐢𝐧𝐠 𝐭𝐨 2.0𝐱, its lowest point over the last seven years. 📊The median EV/EBITDA multiple dropped from 21.2x in 1H 2022 to 12.8𝐱 𝐢𝐧 1𝐇 2023, well below its pre-COVID average of ~16.6x. 🌍 We expect 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 2𝐇 2023, with investors favoring companies generating positive cash flow over high-growth, unprofitable businesses.  🔎Curious to know more? Click here to read the full report by Filip Drazdou: https://lnkd.in/daRcTazS #software #mergersandacquistions #softwarevaluation

𝐈𝐬 𝐓𝐡𝐢𝐬 𝐭𝐡𝐞 𝐁𝐨𝐭𝐭𝐨𝐦 𝐨𝐟 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞𝐬? 🔥If you are a founder, investor, or industry enthusiast, we just updated our research, where we analyzed thousands of Software M&A deals and their valuation multiples from the last seven years to help you. Key insights include: 📉Sizeable decline in valuation multiples with the median 𝐄𝐕/𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐟𝐚𝐥𝐥𝐢𝐧𝐠 𝐭𝐨 2.0𝐱, its lowest point over the last seven years. 📊The median EV/EBITDA multiple dropped from 21.2x in 1H 2022 to 12.8𝐱 𝐢𝐧 1𝐇 2023, well below its pre-COVID average of ~16.6x. 🌍 We expect 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 2𝐇 2023, with investors favoring companies generating positive cash flow over high-growth, unprofitable businesses. 🔎Curious to know more? Click here to read the full report by Filip Drazdou: https://lnkd.in/daRcTazS #software #mergersandacquistions #softwarevaluation