Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ).

Bank 123

Bank Banking Funds Government 123

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Wall Street Mojo

JANUARY 17, 2024

The financial institution who are the market maker of the swap, execute it in exchange for a fee. Interest rate swap accounting is often used for speculation and has also been attracting fixed income groups because it shows the expectation of the market regarding interest rates.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Mergers and Inquisitions

AUGUST 16, 2023

In terms of industry focus , technology (especially “general IT,” Internet, and semiconductors) and healthcare have always accounted for a high percentage of deal activity. But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. It is also important to mention that non-sovereign bonds carry a high amount of counterparty risk, which needs to be taken into account before investing. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Mergers and Inquisitions

MAY 14, 2025

This makes these assets a bit lumpy in financial models because the total capacity can stay the same for years but suddenly jump up when an expansion is completed. Some of these are non-financial and relate to the companys overall capacity, while others are financial (e.g.,

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Areas like healthcare services and medical devices are fairly generalist and follow standard accounting and valuation. in biology. If you have an M.D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Peak Frameworks

OCTOBER 17, 2023

Clear Accountability: Each division's performance can be measured independently. Hybrid Organizational Structure As the name suggests, this structure blends elements from different organizational models to best suit the company's needs. Financial reporting implications: Different structures can influence financial reporting nuances.

Corporation 52

Corporation Finance Finance Management 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. lower intensity).

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Growth Business

AUGUST 3, 2023

However, it is enough money to get your company off the ground and start validating your business model,” said Sam Dallow, accounting, finance and tax expert at Counting King. It’s also crucial to do research on the investors themselves: what they invest in, their portfolio and their recent investments. How long will it take?

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets.

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

APRIL 30, 2025

Portfolio Company Exits Does the parent company acquire many of the groups portfolio companies? Financial Modeling and Valuation: When you analyze a potential investment in CVC, you might look ahead to potential synergies if your firm ends up acquiring the startup in the future.

Capital 59

Capital Corporation Funds Investment 59

Mergers and Inquisitions

MAY 28, 2025

Its also much harder to find information on specific private credit deals, which may limit discussions about the firms portfolio and track record. That said, you are probably less likely to get questions about valuation and M&A/merger models because these are rarely the core focus in credit.

Capital Market 59

Capital Market Corporation Capital Banking 59