Pernod Ricard has built a leader through #mergersandacquisitions. Today it is a group that generates 11.5 billion euros in revenue (12 month trailing), 60% gross margin, 3.2 billion euros of EBITDA and 2 billion of net profit. Not bad 😎 infographic Quartr
ComClaims
Servicios financieros
Comclaims apoya en la puesta en valor de activos derivados de litigios
Sobre nosotros
Comclaims provee consultaría y gestión en el sector de la litigación Comclaims apoya a la compañía demandante a crear una cartera de litigios, con voluntad de vender unos derechos sobre dicha cartera a cambio de un importe económico. Muchas compañías españolas tienen demandas interpuestas frente a terceros, como consecuencia del curso normal de los negocios. Estas demandas se pueden originar en temas como disputas contractuales, diferencias entre accionistas, o reclamaciones administrativas o fiscales. Una compañía puede obtener, sin recurso, un valor económico inmediato de estas demandas, a cambio de renunciar a parte de su valor a largo plazo y sin perder el control del proceso.
- Sitio web
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https://www.comclaims.es/
Enlace externo para ComClaims
- Sector
- Servicios financieros
- Tamaño de la empresa
- De 2 a 10 empleados
- Sede
- Madrid
- Tipo
- De financiación privada
- Fundación
- 2021
Ubicaciones
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Principal
Cómo llegar
Madrid, ES
Empleados en ComClaims
Actualizaciones
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The #Ranking of the leading quoted companies in the #Adtech industry. Here it goes: By #marketcap: 1. The Trade Desk 2. AppLovin 3. DoubleVerify 4. Criteo 5. LiveRamp 6. Magnite 7. Integral Ad Science 8. Taboola 9. MediaAlpha 10. PubMatic 11. Appier 12. Viant Technology 13. Perion Network 14. Cardlytics 15. Nexxen 16. Innovid 17. AdTheorent 18. Digital Turbine 19. Outbrain 20. Fluent, Inc
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Budgets vs. Forecasts vs. Projections 🧩 Although some people might confuse the terms, they’re not the same. 🎯 The #Budget: Aligns your spending plans with revenue targets and strategic goals. It sets the baseline for measuring performance and acts as a control mechanism to manage costs effectively. 🎯 The #Forecast: Serves as a guide for short to mid-term financial performance. It incorporates real-time market feedback to adjust strategies dynamically and helps identify early warning signs and opportunities for proactive actions. 🎯 The #Rolling Forecast: Extends traditional forecasts by providing a 12-month forward-looking view. It's dynamic, recalibrating predictions with new data and emerging trends, enabling a more agile response to market shifts and competitor actions. 🎯 The #Projections: Promote long-term thinking and future scenario planning. They inform stakeholders about potential growth paths and risks, influencing policy and strategic decisions at the highest levels. Thanks Oana Labes, MBA, CPA for the great explaination
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#Bernard #Arnault: The Napoleon of #MergersandAcquisitions (M&A)🏆✨ Bernard Arnault, is the driving force behind LVMH , the world's largest luxury goods company. Under his leadership, LVMH controls around 75 prestigious brands across fashion, cosmetics, wines, and spirits, including Christian Dior Couture, GIVENCHY, and SEPHORA. 🛍️��� Known for his aggressive acquisition strategy, Arnault has made bold acquisitions, much like Napoleon’s tactical conquests. Some of his key acquisitions include Christian Dior SE in 1984, Tiffany & Co. in 2020 for $16 billion (the largest luxury deal in history), and many other high-end brands like Bvlgari and Fendi. 🏅💎 Some numbers on LVMH: Market Cap: €350 billion Revenue (TTM): €86 billion Gross Margin: 69% EBITDA: €25 billion Operating Income: €23 billion Net Income: €15 billion Number of Employees: 192,287 Revenue Growth (YOY): 12% Visual: Quartr
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M&A, Fusiones y Adquisiciones- Managing Partner at Bondo Advisors
🏆 Amazon is probably only a couple of years away, at current growth rates, from becoming the leader 🥇in revenue rankings worldwide, overtaking Walmart, the current leader. 📉 If you look at trailing twelve months revenue, #Amazon is only 10% below #Walmart, but it grew twice as fast in the past year: 12% versus 6%. 🏪 The two companies operate fundamentally in the same space (retail), although Amazon has a more diversified revenue split, with one-third of its business coming from non-retail sources, while Walmart's revenue is almost entirely retail. 📊 When you compare the revenue of the two companies, some interesting differences arise: 💵 TTM Total #Revenue: Walmart leads by 11% Walmart: 💲657B Amazon: 💲591B 🛒 #Retail Revenue: Walmart leads by 62% Walmart: 💲650B Amazon: 💲400B 💻 #ECommerce Revenue: Amazon is almost 4X Walmart Amazon: 💲375B Walmart: 💲100B 🏢 Physical Retail: Walmart is almost 30 times larger than Amazon Walmart: 💲550B Amazon: 💲20B 🔍 Where is Amazon a lot larger than Walmart to justify it being almost 4 times the market cap of Walmart❓ 📈 Growth: 23% CAGR in the past decade versus 3.5% for Walmart 💰 Gross Margin (TTM): Amazon $270B and Walmart $158B (+77%) 💼 EBITDA: Amazon $96B versus Walmart $40B (almost 2.5X) 📊 Net Profit: Amazon $38B versus Walmart $19B (2X more profit) 📈 On the other hand, Walmart is a very profitable retail business with almost $28B of operating profit on its $650B retail business. 💸 Amazon does not have a profitable $400B retail business, possibly because it has prioritized growth. Over two-thirds of Amazon's operating profit comes from its cloud business (Amazon Web Services), and probably the rest from its $47B advertising business (Walmart's ad business is barely $4B). Obviously, the ads business would not exist without the retail business and to an extent could be considered just another way to make money on retail. But then again, it is quite remarkable that Amazon is not profitable through the direct margin generated by the $375B of products they deliver to people's homes. 📚 A few more interesting numbers: 🔬 Amazon is super R&D intensive: it spent $85.5 billion on R&D in the past 12 months. 🏬 Walmart, being fundamentally a brick-and-mortar retailer, owns over 60% of its premises worldwide and 85% of its premises in the US. That is over 6,000 stores, $219 billion in property and equipment at cost (probably worth a lot more, since a lot of the real estate they bought was decades ago). 📏 Walmart stores have a total of 1,053,064,756 square feet, which translates to an average revenue per square foot TTM of $617. 🌐 Amazon, as I explained, is a much more diversified business. The split of revenue for 2023 was: #Online Stores: 40% 3rd Party Retail: 24% Amazon Web Services (AWS): 16% #Advertising: 8% #Subscriptions: 7% Physical Stores: 3.5% 🌍 Finally, both companies are still super US-centric. Amazon only has 27% of its revenue from outside the US. Walmart: 18%
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🤣The adjusted EBITDA POEM. Thanks to Joshua Novick for the great image 🤣 EBITDA, earnings clear and true, Adjusted shifts the view askew. Like burger photos, glossy, bright, Real ones give the honest bite. Adjusted shows a polished scene, But hides the costs that lie between. In finance, trust the taste you know, Not just the numbers' fleeting glow.
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ComClaims ha compartido esto
M&A, Fusiones y Adquisiciones- Managing Partner at Bondo Advisors
📌 Have you ever had a flat 🛞 tire❓ If it has happened to you, you will surely know how important tires are. 📊 The $190 billion worldwide #tire market is a submarket of the global #automotive industry, which is currently valued at $3564 billion. 📈 The two largest tire manufacturers, the French #Michelin and the Japanese #Bridgestone, generate similar revenue and profit to Subaru, which is 22nd in the list of car manufacturers. 🚗 Subaru: $31 billion revenue and €2.5 billion net profit 🏆 Michelin: $31.6 billion revenue and €2.2 billion net profit 🥈 Bridgestone EMEA: $30.6 billion revenue and €2.3 billion net profit 🚀 Michelin has grown twice as fast as Bridgestone in the past 20 years (2004 to 2023) and is now the leader in market share. 🏆 Michelin grew revenue by 60.5%, CAGR 2.5%. 🥈 Bridgestone grew revenue by 31.9%, CAGR of 1.5%. 📊 Market share: 🥇 Michelin 15.1% & 🥈 Bridgestone 14.2% (🥉Goodyear follows with 9.6%). 🚗 #Car versus 🚍 #Truck tires: 🔸Bridgestone is stronger in the car tire segment (55% of their total revenue) compared to Michelin (51% of the French tire total revenue). 🔹Michelin is stronger in the truck segment, with 28% of total revenue (compared to 21% for the Japanese). 📉 Of the global tire market, approximately 60% of the total volume are car tires, and truck tires represent 30%. By volume, the market represented a little more than 1.5 billion car and light truck tires and some 220 million truck and bus tires. 💼 Similar margins: Both companies generate 18% EBITDA margins and similar net margins (🔹7% Michelin and 🔸8% Bridgestone). 🌍 Geographic distribution: 🔹Michelin is particularly strong in Europe: 35% of the French manufacturer's revenue is European. 🔸Bridgestone generates 26% of their revenue in their home market, Japan. Both Michelin and Bridgestone generate a substantial part of their revenue in the American continent (Michelin 39%, Bridgestone 44%). 🏎️ Other competitors: 3️⃣ The Goodyear Tire & Rubber Company: $20 billion in revenue but only $3.5 billion market cap. 4️⃣ Sumitomo Rubber AKO : $8.4 billion in revenue and $3 billion market cap. 5️⃣ Pirelli: $7.3 billion in revenue and third in the ranking with a $6.6 billion market cap. 6️⃣ Yokohama Tire Corporation: $7 billion in revenue and $4.2 billion market cap. 7️⃣ Toyo Tires: $4 billion in revenue and $2.7 billion market cap. 📊 Some additional curious data from the tire market: 🚗Car Tires: 27% of the total market revenue comes from original equipment (tires placed on a new car) and 73% from replacements. 🚍Truck Tires: Original equipment is 17%, and replacements are 83%
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One of the typical risks that escrows address is #litigation, which can encompass both known #lawsuits and potential future claims. Some #businesses are inherently more prone to litigation due to factors such as the nature of their operations, regulatory environment, or historical legal issues. Ensuring protection against these legal risks is crucial for buyers, as it helps safeguard against unexpected liabilities that could arise after the transaction is completed.
M&A, Fusiones y Adquisiciones- Managing Partner at Bondo Advisors
#Escrows: Loved ❤️ by Buyers and 😡Hated by Sellers But what are escrows and how are they used in #mergerandacquisition (M&A) deals❓ 🔐 An escrow is part of a purchase price that is held by an "escrow agent" and is released only when certain conditions are met. 🕵️ It is used to protect the buyer from certain past risks, detected or undetected in due diligence, that materialize. 💼 Whether there should be a percentage of the purchase price retained in an escrow, and the amount, is one of the big negotiation points of all deals post due diligence and in the Sales Purchase Agreement (SPA) negotiation phase. 📜 Typically, escrows are tied to "reps and guarantees" and any costs that arise from before the change in control. For example, a tax fine from two years before the deal, a lawsuit from an employee or client from the previous year, or a client refusing to pay a large invoice because a service was not properly delivered. 📊 The escrow amount will depend a lot on the risks that were detected in due diligence and the nature of the business (for example, businesses that are highly regulated and prone to being fined by the authorities). ⏳ How long is typically an escrow? 🔹12-18 months for unknown business risks 🔹Up to 3 years for tax, labor, etc. 💰 Typical amount: 🔹Between 5% and 15% of the purchase amount, but can be substantially more if there is any specific large risk that is highly probable.
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🌟 ¡Increíble pero cierto! 🌟 Amadeus no solo es un líder mundial en hashtag#traveltech, sino que también es la sexta empresa española por capitalización de mercado, justo detrás de gigantes como Inditex, Iberdrola, Santander, BBVA y CaixaBank. Además, se posiciona en el puesto 11 en términos de EBIT.
M&A, Fusiones y Adquisiciones- Managing Partner at Bondo Advisors
¿Sabías que Amadeus, una empresa #española, está entre las #TOP30 🚀empresas de #software por capitalización bursátil a nivel mundial❓Por encima de Zoom, Sage, Docusign, Cloudflare, HubSpot... 🏆 Amadeus es #líder mundial en #traveltech. Sus ingresos son 2❎ mayores que los de Sabre Corporation (€5.4B frente a €2.6B), su competidor más directo. Su capitalización es 26❎ mayor que la de Sabre (€29.8B frente a €1.1B) 🥇 #AMADEUS: 🔹 Fundada inicialmente en 1987 por Air France, Iberia y SAS - Scandinavian Airlines, Amadeus conecta agencias de viajes y operadores turísticos con aerolíneas, alquiler de coches, hoteles y líneas de cruceros 🛠️ Cartera de Servicios: 🔹 Amadeus proporciona soluciones a 474 aerolíneas, 132 operadores aéreos, 29 líneas de cruceros, 133 operadores en tierra, más de 1 millón de proveedores de hospitality, y 90 operadores ferroviarios. 🎲 Fusiones y Adquisiciones: 🔹 Desde 2013, la empresa ha realizado diversas adquisiciones importantes que han reforzado su posición de liderazgo en la industria, incluyendo la española Voxel, an Amadeus company este año, TravelClick (€1.4B) en 2018, Navitaire, an Amadeus company en 2017, y Newmarket en 2014. 🥈 #SABRE: 🔸 Con sede en Texas. Desarrollada originalmente por American Airlines con la ayuda de IBM en 1960, el servicio de reservas se puso a disposición de los agentes de viajes externos en 1976 y se independizó de la aerolínea en el año 2000. Sabre opera en los mismos segmentos que Amadeus. 🛠️ Cartera de Servicios: 🔸 La distribución de viajes de Sabre ofrece inventario, precios y disponibilidad de una amplia gama de proveedores, incluidas aerolíneas, hoteles, alquiler de coches, operadores ferroviarios, líneas de cruceros y operadores turísticos. La empresa también proporciona una suite de productos de tecnología de software a través de modelos SaaS y alojados. 📊 Comparación de Datos Clave de los Dos Líderes del Mercado 📊 ✈️ Distribución Aérea/Viajes (GDS - Sistema Global de Distribución): 🔹 Amadeus: €2,655M (49% del total de ingresos de 2023), y 450 millones de reservas aéreas. 🔸 Sabre: €1,890M (70% del total de ingresos), 302 millones de reservas aéreas en 2023. 🛬 Soluciones y Software de IT para Aéreas/Viajes: 🔹 Amadeus: €1,903M (35% del total de ingresos de 2023). 🔸 Sabre: €535M (20%). 🏨 Soluciones de Hospitalidad y Software para Hoteles: 🔹 Amadeus: €883M (16% del total de ingresos de 2023). 🔸 Sabre: €275M (10%). 🌐 Ingresos por Región: 🔹 Amadeus: EMEA 49%, Américas 31%, Asia y Pacífico 20%. 🔸 Sabre: EE.UU. 38%, Europa 20%, APAC 17%, Otros 25%. 🧩 Otros Competidores relevantes. Travelport (número 🥉 mundial), TravelSky Technology Limited (cotizada, cerca de mil millones de cifra de negocio), Pegasus, Kiu System Solutions, Sirena-Travel JSCS. 🔄La cifra de negocios de Amadeus es un 25% superior a la de Indra (el otro gran player tecnológico español). Sin embargo, su EBITDA es 5 veces el de Indra y su beneficio neto 6 veces el de Indra❗
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