Mergers and Inquisitions

AUGUST 16, 2023

I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms. Recruiting and whether you can break in without “donating” your kidney to Xi Jinping. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. Think: benchmarking portfolios rather than modeling companies. There’s much less technical work because your analysis tends to be very high-level.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

FEBRUARY 28, 2024

see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. You cover quarterly earnings and send updated models and notes to clients and other teams.

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. Can you understand even 1% of the Inflation Reduction Act without falling asleep reading it? MPL Buy-In Transaction (BofA and Evercore) BofA – Discussion Materials and Valuation Fairness Opinion (pg.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

DECEMBER 4, 2024

For more on these points, please see the public finance investment banking article and the analytical examples there. Among the bulge brackets , Goldman Sachs and JP Morgan should be at the top of this list now that they have dedicated teams (plus their existing reputations and market shares).

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64