Mergers and Inquisitions

JANUARY 24, 2024

They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms). These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here.

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Equities Valuation Financial Statement Financial Models 105

OfficeHours

JULY 11, 2023

IS THE IPO MARKET COMING BACK? If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. We invite you to create a free account on our platform to access our free materials, latest blogs, and articles.

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Investment Banking Bank Banking Middle Market 130

OfficeHours

OCTOBER 16, 2023

In this article, we will discuss a few of the reasons why private equity investors care about monitoring inflation and what effect changes in inflation can have on investment performance. Currently, inflation in the U.S. Inflation can also impact a private equity firm’s exit strategy for an investment.

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Investors Private Equity Debt Equities 100

Mergers and Inquisitions

SEPTEMBER 20, 2023

Most articles are copied/pasted/tweaked text, others appear to be written by ChatGPT, and others repeat generic questions you might get in an interview for a janitorial position. A: See our guide and examples for the “ Walk me through your resume ” question and the article on how to walk through your resume in buy-side interviews.

Capital 59

Capital Valuation Investment Portfolio 59

Wizenius

JULY 2, 2023

In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. For instance, when a fast-growing e-commerce player like Shopify reaches its peak, an exit via an Initial Public Offering (IPO) can yield substantial profits. Take your career to new heights in the dynamic world of finance.

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Private Equity Equities Investment Financial Modeling 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more.

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Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). 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 Banking Bank Investment 59

Wall Street Mojo

JANUARY 17, 2024

Examples Importance Statement of Cash Flow Vs Income Statement Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A cash flow statement records the overall cash movement in and out of business throughout an accounting period. In 2015, Box came up with its IPO. Before its IPO, Private Equity Investors financed Box Inc.

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Accountant Finance Finance Profitability 98

Wizenius

JULY 17, 2023

Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Our investment banking course online provides in-depth knowledge of financial analysis, M&A, valuation techniques, and advanced Excel modelling. News is a gateway to the outside world.

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Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

OCTOBER 18, 2023

Investment Banking: Deals The basic difference is that in “investment banking” groups, such as technology , TMT , healthcare , or consumer retail , you work on various deal types: sell-side and buy-side M&A, leveraged buyouts, IPOs, follow-on offerings, and bond issuances. or debt offerings (investment-grade or high-yield bonds).

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

JULY 12, 2023

This is a summary version, but it should be enough to give you some practice: The Video Tutorial and the Files If you prefer to watch or listen to this tutorial, you can get the 14-minute video walkthrough below: If you prefer to read, you can continue with this article. So, should we do the deal?

Capital 52

Capital Valuation Boutique Banking 52

Mergers and Inquisitions

MARCH 13, 2024

This style is about purchasing minority stakes in cash-flow-negative-but-high-growth companies that want to scale and eventually go public or sell (think: Uber or Airbnb before their IPOs). Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs.

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Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

APRIL 12, 2023

I will focus on the investment banking AC here to avoid turning this article into a novella (for S&T tips, see the article on rates trading ). For example, you might get an urgent client request, a VP’s request to schedule a meeting for a potential client, and the same VP who wants to know the dates of an upcoming IPO roadshow.

Investment Banking 64

Investment Banking Banking Bank Investment 64

The Deal

AUGUST 9, 2023

M&A is a central part of SymphonyAI’s growth strategy as the company prepares for a potential private placement and, eventually, an IPO. “We’re billion valuation in 2021. ” … Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website.

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Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. What about when the IPO market is shut down and exits look uncertain?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Software Equity Group

SEPTEMBER 17, 2024

If you file Articles of Incorporation with your state, your business will become a C Corp. C Corp for Software Companies Factor Impact Investor Appeal Tax Efficiency Ownership Flexibility M&A Potential C Corps are highly attractive to investors, particularly for those considering venture capital or IPO.

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M&A Corporation Stock Investors 52

Focus Investment Banking

APRIL 14, 2024

Healthy competition for the top bakeries has increased valuations in recent years, with strong purchase price / cash flow (EBITDA) multiples. Jim has worked on numerous IPOs, sell-side transactions, fairness opinions, and capital raises, mainly for consumer products companies and restaurants. Download the article here.

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M&A Food Private Equity Manufacturing 52

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JULY 31, 2024

We covered these three main segments in the industrials investment banking article , and they also apply here. The modeling and valuation are not very specialized, so you could potentially compete for these roles if you’ve worked in industrial-adjacent areas (e.g., Many markets are still highly fragmented, so this can work quite well.

Private Equity 66

Private Equity Equities Middle Market Debt 66

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. He also stresses the necessity of understanding the valuation of a business, customer concentration, and other factors that can affect a company’s saleability.

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Mergers and Inquisitions

APRIL 10, 2024

But this article will focus on dedicated sports PE firms and some mega-funds that have made sports investments. And as with Bitcoin and AI, soaring valuations always attract new buyers who expect even greater fools in the future. Why Did Private Equity Suddenly “Get Interested” in Sports? only a handful a decade ago).

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Private Equity Equities Funds Entertainment 103

Cooley M&A

FEBRUARY 1, 2024

Private equity slowed but not stopped by financing environment Despite record amounts of dry powder accumulating for sponsors, high financing costs, persistent valuation gaps and a closed tech IPO market led to a significant decrease in private equity M&A activity in 2023.

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M&A Mergers and Acquisitions Private Equity Equities 59

Mergers and Inquisitions

NOVEMBER 20, 2024

A: See our guide and examples for the “ Walk me through your resume ” question and the article on how to walk through your resume in buy-side interviews. Exits Up Slightly But Still Poor – M&A activity has ticked up modestly, but the IPO market is still mostly shut. Notice how “price” and valuation are not on this list.

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Private Equity Equities Capital Valuation 59

Focus Investment Banking

FEBRUARY 11, 2025

Traditional terminal exit routes for private equity-backed companies are to larger strategic acquirers (often public companies) and IPOs, where a private company becomes publicly traded. It is also likely that IPOs will come to PPM, perhaps first to those specialties with the largest assets (e.g.,

Private Equity 52

Private Equity Healthcare Equities Medical 52