What Time Is It in the Bubble?

What’s a bubble?  Wikipedia defined the dot-com bubble of the 90’s as:  The dot-com bubble (also referred to as the dot-com boom, the Internet bubble and the information technology bubble)  was a historic speculative bubble covering roughly 1997–2000 (with a climax on March 10, 2000, with the NASDAQ peaking at 5,408.60  in intraday trading before closing at… Continue reading What Time Is It in the Bubble?

The Idiocy of Multi-Billion $ Evaluations

 Part  Deux –  In Which I Continue My Rant On Valuations The other day, I penned my thoughts about private equity. Amplifying on that theme, there are a lot of unprofitable companies out there funded by private equity or venture money, with multi-billion dollar valuations. Oh yeah? Sez who? Apparently only the people who hope… Continue reading The Idiocy of Multi-Billion $ Evaluations

Are You Contemplating Becoming an Angel?

(Caveat:  I am not an attorney, accountant, or licensed professional in any regard; before contemplating any financial transaction, you should seek the advice of trusted professionals.  The following is strictly my opinion.) I saw an interesting deal this week which didn’t make me very happy.  A second stage start-up that I am aware of filed… Continue reading Are You Contemplating Becoming an Angel?

Carl’s Jr. Update

(OPINION) Investor Norman Peltz (Wendys/Arbys group, says he wants to play too, is studying CKE financials to see if he wants to bid.   Peltz is an activist investor, and as head of Triarc Companies, has hit a couple home runs (let’s not talk about Snapple, tho). On the other hand, TH Lee, the first bidder,… Continue reading Carl’s Jr. Update

Lee Bags Carl Karcher

CKE, parent of Carl’s Jr and Hardee’s picked up by Thomas Lee Partners for  close to a billion, including debt assumption.  Lee also holds big stakes in Dunkin’ Donuts and Baskin Robbins. This is the second big food deal this week, with the news that Diamond Foods (DMND) of California has gobbled up Kettle Foods… Continue reading Lee Bags Carl Karcher

Steak ‘n Shake Hungry for Western Sizzlin

Steak ‘n Shake  and Western Sizzlin Corp. have announced they have signed a non-binding letter of intent to merge the Sizzlin group into a wholly-owned subsidiary of SNS.   The deal is valued at $23 million.  SNS  has 486 restaurants, and the Sizzlin folks operate or franchise 113 outlets in 19 states.   Full press release here.

Reconstructed Cash Flow

In marketing your business, the idea is to make it as attractive as possible to any prospective buyer, but of course stay within the confines of legality and ethics. You should consider having a pro-forma reconstructed cash flow statement of what the operation might look like under a different owner,but I wouldn’t send these statements… Continue reading Reconstructed Cash Flow

The Sum of the Parts

You probably learned the word “arbitrage” in the Julia Roberts/Richard Gere film “Pretty Woman.” They gave quite a detailed explanation of how the sum of the parts, in a business, is sometimes worth more than the whole. Under certain circumstances, this might be an option for you – selling off inventory, intellectual property or patents,… Continue reading The Sum of the Parts