Mergers and Inquisitions

MARCH 27, 2024

All the bulge bracket banks in the U.K. run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), Therefore, most of your success depends on how well you network and how you perform in the final interview(s) or presentation. Which Banks Offer Spring Weeks?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

SEPTEMBER 11, 2024

For a good example, look at this BofA presentation to Green Plains , which was structured as an MLP at the time and treated like a pipeline company in oil & gas. If you look at the presentations and valuations below, you will still see standard valuation multiples like TEV / Revenue, TEV / EBITDA, and P / E.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JULY 12, 2023

It won’t replace Analysts or Associates because it can’t create entire presentations with all the correct details. But it speeds up the process by generating slide templates based on your queries, presentation data, and free examples on the sec.gov site. So, should we do the deal?

Capital 52

Capital Valuation Boutique Bank 52

Mergers and Inquisitions

JANUARY 10, 2024

When a deal becomes “active” in IB, you dive into it and go in-depth into all aspects, from the financials to the buyer/seller outreach to the presentations and more. You can think of it like this: Wealth Management: Broad and long-term/continuous client coverage.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

OCTOBER 18, 2023

In a good industry group, you might build a 3-statement model for a client based on a detailed review of its business, and you would use the output in the CIM and management presentation to market the company. If it’s a 5-person regional boutique , take the BB capital markets offer. Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

DECEMBER 4, 2024

This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium. Examples Valuations, Fairness Opinions, and Bank Presentations Finding these presentations and Fairness Opinions was quite difficult because most sports M&A deals involve non-public assets.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

Equity research recruiting tends to be less structured, though the bulge bracket banks and elite boutiques still run traditional processes that start over a year before summer internships. bulge bracket research team to startup PE firm). consolidation accounting , lease accounting , etc.).

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

SEPTEMBER 6, 2023

Liquid vs. Illiquid Funds: “Illiquid funds” (most private equity firms) have more reporting requirements than “liquid funds” (most hedge funds) and must present metrics such as the IRR, MOIC , and contributions and distributions. Annual Audits: Each private fund must receive an annual audit. In the U.S.,

Private Equity 105

Private Equity Equities Finance Finance 105