Wall Street Mojo

JANUARY 15, 2024

Table of contents Operating Lease Accounting Definition Operating Lease Accounting Explained Examples Impact Recommended Articles Operating Lease Accounting Explained Operating Lease Accounting refers to the recordkeeping concerning an operating lease scenario whereby the lessor owns the property and the lessee only uses it for a fixed time.

Accountant 98

Accountant Financial Modeling Financial Models Valuation 98

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Tax Benefit (wallstreetmojo.com) A business needs to plan the that will help it to reduce the tax burden, either in the form of exemptions or deductions according to the tax benefit principle. Recommended Articles This article has been a guide to what is Tax Benefit.

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

Growth Business

AUGUST 3, 2023

It sounds like you’re ready to raise pre-seed funding. The thing to note here is that you don’t have to raise pre-seed funding, but it is beneficial. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. Who do I get pre-seed funding from?

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

JULY 26, 2023

A long time ago, hardly anyone knew about search funds or search fund internships. But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Wall Street Mojo

FEBRUARY 8, 2024

Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business. The insurance company can save on their funds and avoid the hassle of documentation and paperwork very frequently.

Insurance 98

Insurance Medical Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

Accounting Information System refers to the computer-based method used by the companies to collect, store and process the accounting and the financial data, which the internal users of the company use to give a report regarding various information to the stakeholders of the company, such as creditors, investors, tax authorities, etc.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. Recommended Articles This has been a guide to what are Convertible Securities.

Securities 98

Securities Investors Shares Financial Modeling 98

Wizenius

JULY 17, 2023

Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Financial Modelling: Practice financial statements in Excel to build comfort and eventually transition to financial modelling. Excel and PowerPoint: Become a master of these two applications!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” To explain this point, we need to step back and explain the business model of commercial banks.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

OCTOBER 30, 2024

For example: Early-Stage Startup: Can we raise more VC funding? For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director. The key questions that corporate finance teams answer also vary. Will the government raid our offices? Potentially, yes.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

JANUARY 17, 2024

It helps identify the availability of liquid funds with the organization in a particular accounting period. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. It ascertains the closing balance of cash and cash equivalents at the end of the year.

Accountant 98

Accountant Finance Finance Profitability 98

Growth Business

JUNE 7, 2023

The crucial question we are looking for an answer to when we view this is to what extent the business can miss its targets and yet still achieve meaningful goals that mean it will be worth more at the next funding round/exit. #3 How much money? We want to know and we will ask for this document at some point.

Investors 95

Investors Business Sale Investment 95

Wall Street Mojo

JANUARY 14, 2024

Article Link to be Hyperlinked For eg: Source: Nostro Account (wallstreetmojo.com) Through nostro account, the banks of one country keep track of the money flowing or being stored in another country. Examples Advantages Disadvantages Nostro Account vs Vostro Account Recommended Articles How Does A Nostro Account Work?

Accountant 52

Accountant Financial Modeling Financial Models Bank 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Revenue Sharing (wallstreetmojo.com) Primarily revenue distribution is a firm sharing its success with everyone—especially stakeholders. Revenue distribution opens the gates for future funding and investment. In large corporations, revenue distribution is not limited to stakeholders.

Shares 52

Shares Financial Modeling Financial Models Profitability 52

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. As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

MAY 14, 2025

For example, a public finance team would not advise on an M&A deal between two data center REITs or on the financing for a privately funded offshore wind farm. 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.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Majority Shareholder (wallstreetmojo.com) The majority shareholders enjoy decision-making power in the company as major decisions require their approval. Recommended Articles This article has been a guide to Majority Shareholder and its meaning.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Cost Allocation (wallstreetmojo.com) It becomes necessary, especially for large organizations, because of the existence of various departments. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Financial Modeling 52

Financial Modeling Financial Models Profitability Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Interest Rate Swap | Examples | Uses | Swap Curve (wallstreetmojo.com) In this context, vanilla swap is widely used in the market. Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Loan Calculator (Personal and Educational) (wallstreetmojo.com) Despite its usefulness, educational loan calculators have limitations. Upon acceptance of the loan offer, the funds are typically disbursed directly to the educational institution to cover the approved expenses.

Education 52

Education S&P Financial Modeling Financial Models 52

Wall Street Mojo

JANUARY 18, 2024

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. The only way to withdraw the funds is by paying a penalty fee. This is usually a preferred mode of short-term investment for investors.

Financial Institution 52

Financial Institution Bank Banking Accountant 52

Wall Street Mojo

JANUARY 18, 2024

Bullet Bond Explained Strategy Example Advantages Disadvantages Bullet Bond vs Amortization Bond Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A bullet bond is a fixed-income security type with a specific maturity date and pays periodic interest over the bond’s life. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Cost of Labor (wallstreetmojo.com) It is an amount paid by employers towards the workers’ wages, benefits, and payroll taxes. Recommended Articles This has been a guide to what is Cost Of Labor. Table of contents What Is Cost of Labor?

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Tax Accounting (wallstreetmojo.com) Also, tax policies in each country differ with Generally Accepted Accounting Principles on various items. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

Wall Street Mojo

JANUARY 16, 2024

When there is a discrepancy in the statements, they get to know where the issue lies and treat them accordingly, thereby helping them know their exact financial position. The borrower could be an individual like a home loan seeker or a corporate body borrowing funds for business expansion. read more statement is often called a BRS.

Accountant 52

Accountant Bank Banking Financial Modeling 52

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? see the fixed income trading article for the full list ). closer to the work at a quant fund ).

Equities 59

Equities Debt Asset Management Recruitment 59

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Profit and Loss Statement (wallstreetmojo.com) A company compares its actual P&L figures to predictions or industry benchmarks and accordingly makes adjustments in future strategies. Article Link to be Hyperlinked For eg: Source: Profit and Loss Statement (wallstreetmojo.com) How To Prepare?

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

JANUARY 15, 2024

To achieve this objective of retaining employees, employers offer a valuable financial incentive, which the former should be in a position to accept. Article Link to be Hyperlinked For eg: Source: Golden Handcuffs (wallstreetmojo.com) Golden handcuff is a significant measure that companies adopt to not lose their most productive employees.

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. PE firms view these companies as especially appealing since low multiples mean they can use higher debt percentages to fund the acquisitions. Why is Private Equity Interested in a “Boring” Sector Like Healthcare Services? If you have an M.D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Banking Bank Investors 52

Mergers and Inquisitions

JULY 3, 2024

That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job. But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID). On-cycle recruiting is primarily an issue for U.S.-based

Recruitment 59

Recruitment Private Equity Equities Funds 59

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

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Investment Banking 59

Investment Banking IT Finance Finance 59

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Funds are wired, ownership transfers, and the post-close phase begins. Close and Transition After diligence and final documentation, the deal moves to closing.

M&A 40

M&A Valuation Private Equity Negotiation 40

Mergers and Inquisitions

APRIL 19, 2023

I think this is a bit too complicated, so this article will use these 3 categories: Base Metals and Bulk Commodities – Anything used for energy (coal), as a precursor to other metals (iron ore), or to produce electronics, batteries, and other products (copper, cobalt, lithium, aluminum, etc.) goes here.

Investment Banking 52

Investment Banking Bank Banking Investment 52