Mergers and Inquisitions

MAY 29, 2024

This article will focus on careers and recruiting , while the accompanying YouTube video will discuss the technical/modeling aspects in more detail. And yes, coincidentally, we have a new Project Finance & Infrastructure Modeling course. Credit, lending, and corporate development roles at client companies are possible.

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Mergers and Inquisitions

JULY 3, 2024

When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job.

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Mergers and Inquisitions

JULY 26, 2023

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. As usual, the truth is somewhere in between. appeared first on Mergers & Inquisitions.

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Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. Can we speed up the data consolidation processes? Potentially, yes.

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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. Communication: Enhance your communication skills.

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Investment Banking Banking Bank Investment 52

Peak Frameworks

MAY 17, 2023

In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course.

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Financial Modeling Financial Models Finance Finance 52

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. How do they add value beyond introductions?

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iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. How do they add value beyond introductions?

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M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. They over-complicated the financial model (e.g., So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.”

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Equities Valuation Financial Statement Financial Modeling 105

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. There are some famous counter-examples (e.g., KKRs buyout of electricity utility TXU ), but these typically only happen due to extreme mismanagement or terrible ideas (e.g.,

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Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

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Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. We’ve covered merger arbitrage and activist hedge funds in separate articles, and distressed hedge funds will get their own future article, so I’ll focus on special situations here.

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Mergers and Inquisitions

JANUARY 31, 2024

A Day in the Life of a Single-Manager Hedge Fund Analyst At most single-manager hedge funds, an average day is like the one described in the Hedge Fund Analyst article : Market research on specific companies and assets. The average banker or private equity investor would probably feel more comfortable at a single-manager fund.

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Funds Management S&P Recruitment 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. Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. Timing also matters.

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Focus Investment Banking

DECEMBER 5, 2024

In this article, I will expand on this question, as well as offer thoughts on managing the costs associated with a sale process and the importance of working in tandem with legal and financial specialists. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners.

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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. Treasury yield at?

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Equities Debt Asset Management Recruitment 59

iMerge Advisors

APRIL 9, 2025

But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. In this article, well break down how software companies are valued, what drives multiples, and how to position your business for maximum value.

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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.

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Mergers and Inquisitions

JULY 19, 2023

More differences emerge when you compare long-only hedge funds to long-only asset management: Investment Analysis and Financial Modeling You complete similar analyses and financial models at any “fundamental” firm ( long/short equity , long-only, activist , event-driven , etc.). both also do long/short equity).

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Funds Asset Management Management Equities 52

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.

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Investment Banking Banking Bank Investment 52

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. At Software Equity Group, we have the entire M&A process nailed down. Deciding what information to share through the data room is critical.

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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.

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Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. These include points like PPA rates, escalation factors, debt sculpting vs. sizing , the DSCR , LLCR , and forecasting the CFADS and Cash Flow to Equity.

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Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? How many individuals can be team owners?

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Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. public markets roles ( hedge funds , asset management , etc.),

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Mergers and Inquisitions

NOVEMBER 15, 2023

I first criticized the CFA in a 2009 article , which generated a lot of angry comments. 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. Please read the articles on lateral hiring and MBA-level recruiting.

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Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Mergers and Inquisitions

MAY 28, 2025

Private credit has become a hot area lately, and weve received many frantic questions about what to expect in interviews and case studies. Previous articles on direct lending , mezzanine funds , corporate banking , DCM , and LevFin have covered parts of this topic, but I wanted to consolidate everything here and explain some of the nuances.

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Mergers and Inquisitions

APRIL 30, 2025

We have detailed articles on both venture capital and corporate development careers , so Ill refer you to those for the main points. 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.

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iMerge Advisors

APRIL 12, 2025

This article outlines the key strategies to help you negotiate the best possible outcome when selling your software company from pre-market positioning to final term sheet negotiations. Sophisticated buyers whether private equity firms or strategic acquirers will scrutinize your financials, customer contracts, churn metrics, and codebase.

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Lake Country Advisors

JANUARY 13, 2025

This article outlines the key differences, helping you identify the right professional for your business goals. Financial Buyers : Private equity firms and investment groups interested in businesses with strong cash flow and growth potential.

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