OfficeHours

FEBRUARY 9, 2024

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. You have to start from the bottom again and build a solid reputation, even if you had been viewed as a “top-bucket” at the prior firm, which can be challenging.

Private Equity

Beyond M&A

SEPTEMBER 8, 2023

Download Since then, the ‘pattern’ has reduced to the following common findings: Amber Flags: Strategy & Roadmap: More often than not, there’s a lack of a cohesive strategy and clear roadmap. Most teams, driven by a commercial mindset, build solutions tailored to their immediate customer needs.

Architecture

Midaxo

APRIL 17, 2023

LLMs get their ‘intelligence’ from being trained on a massive amount of data — basically most of the public internet and a lot of books. Instead of spending time and mental energy on coming up with the building blocks, you can focus on curating and improving the raw materials. It’s an exciting road ahead for M&A.

M&A

Francine Way

JULY 12, 2017

Build proforma income statement and balance sheet. The 5th step in DCF is to build the proforma income statement and balance sheet, using the proforma assumptions, forecast horizon, and the growth stage selected from the previous step. To download @RISK for a free trial version, click here. Derive Free Cash Flow to Firm (FCFF).

Discounted Cash Flow

Quest: Mergers & Acquisitions

AUGUST 19, 2019

Firemen don’t rush into burning buildings in their gym gear. Download the e-book The post M&A security: How to protect your next M&A (Part 3) appeared first on The Quest Blog. They pile on 75 pounds of personal protection equipment – and they have just over 1 minute to properly gear up.

M&A

Focus Investment Banking

MAY 22, 2025

Whether building a platform or bolting on strategic capabilities, understanding these traits is key to identifying value and managing risk in todays evolving M&A environment. This typically results from a diversified book of business (by geography, industry, and carrier) and strong carrier relationships. Download full article here.

Broker

Razorpay

FEBRUARY 19, 2025

When approvals crawl, and data remains siloed, even well-resourced teams struggle to close books on time, forecast cash flow accurately, or build stronger vendor partnerships. Better Invoice Booking : Our OCR-led invoice booking and matching system auto-matches invoices to POs and GRNs, reducing manual reconciliation errors.

Management

Devensoft

AUGUST 14, 2023

Download the full article as a PDF. Download now Challenges in Integration Management Office Despite the benefits of an IMO, there are several challenges associated with it. Download the post-merger playbook as a PDF to take with you. Communication also helps to build trust and confidence among stakeholders.

M&A

Razorpay

SEPTEMBER 19, 2024

Examples include: Digital downloads (e.g., software, e-books, music) Physical goods from online retailers Pre-orders for upcoming product releases 2. For new clients, consider starting with smaller projects or paid trials to build trust before larger commitments. Offer guarantees or refund policies to reduce perceived risk.

Book-building

Mergers and Inquisitions

JUNE 14, 2023

Investment Banking PowerPoint Shortcuts: The Quick Access Toolbar (QAT) The Quick Access Toolbar in Office programs lets you build shorter versions of existing shortcuts. We make our recommended PowerPoint QAT freely available right here , so you should download it and follow the installation instructions.

Investment Banking

Devensoft

AUGUST 24, 2023

Download the full article as a PDF. Download now Why does internally controlled integration matter? Download the post-merger playbook as a PDF to take with you. Address concerns and gather feedback to enhance the integration strategy and build support. Download this post-merger integration playbook as PDF.

Business

Devensoft

JUNE 13, 2023

Download the full article as a PDF. Download now Assessing Company Goals and Objectives Before pursuing a post-merger integration or divestiture transaction, it is important to understand the company’s goals and objectives. Download the post-merger playbook as a PDF to take with you. Get a copy to-go. Short on time?

M&A

FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics

Razorpay

SEPTEMBER 22, 2023

Users can also transfer money by selecting receiver’s contact from their phone book or entering the receiver’s contact number. Step 2: Registration and Verification Download and install the chosen UPI app. builds upon the foundation laid by its predecessor, UPI 1.0, Open the app and select the option to register.

IT

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price.

Business

Razorpay

FEBRUARY 19, 2025

When approvals crawl, and data remains siloed, even well-resourced teams struggle to close books on time, forecast cash flow accurately, or build stronger vendor partnerships. Better Invoice Booking : Our OCR-led invoice booking and matching system auto-matches invoices to POs and GRNs, reducing manual reconciliation errors.

Management

Razorpay

MAY 30, 2025

Builds Trust: For first-time buyers or customers in smaller towns, COD signals a lower-risk shopping experience. If you’re just starting out with Shopify, you can check out our guides on How to Build a Shopify Website and How to Sell on Shopify to get the basics in place first.

Accountant