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. Among the elite boutiques , Evercore, Lazard, Rothschild, and Guggenheim advise on many deals. Houlihan Lokey also publishes useful market updates.

Investment Banking

Wizenius

JULY 9, 2023

The choice between working in a bulge bracket investment bank or a boutique investment bank depends on individual preferences and career goals. Specialization and Niche Expertise: Boutique IB Firms specialize in specific industries or sectors, offering in-depth knowledge and tailored advice.

Bulge Bracket

OfficeHours

JUNE 2, 2023

Simply put, you want to get as much understanding when it comes to things like dealing with financial models, selecting comparable companies, how to format a deck, etc., Listen, as much as bankers and consulting hardos want to convince you otherwise, we are human beings, and we need our rest and focus to stay attentive.

Investment Banking

Wizenius

OCTOBER 3, 2024

Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client 2) Kick-off meeting for a new deal 3) Meeting to gather data for Information Memorandums, financial models or meetings to introduce the client to potential investors etc. The more senior you are, the more you travel.

Investment Banking

Wizenius

MAY 27, 2024

Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client, 2) Kick-off meeting for a new deal 3) Meeting to gather data for work on the Information Memorandums/financial models or meetings to introduce the client to potential investors etc.

Investment Banking

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms.

Investment Banking

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. but they are less consistent than those above. are also active in renewables.

Investment Banking

Mergers and Inquisitions

MARCH 13, 2024

Financial Modeling: Like private equity, 3-statement models are common, as are valuations and DCF models , but LBO models are less common since not all deals use debt. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) Investment Banking Experience at Bulge Bracket or Top Domestic Banks – As with PE anywhere, you need a few years of IB experience to be competitive in most cases.

Private Equity

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on.

Investment Banking

Chesapeake Corporate Advisors

MARCH 19, 2025

In addition, CCAs investment banking team included Associates Aidan Olmstead and Kevin Afriyie who focused on deal execution support, financial modeling, and marketing material creation. We extend our most sincere thanks and congratulations to Stephanie Germano and the BRS management team on achieving such a meaningful milestone.

Investment Banking

Mergers and Inquisitions

APRIL 2, 2025

or even in some boutique bank interviews in the U.S. If you already have our financial modeling course or the full IB Interview Guide, navigate to the first module of those courses to get everything. A 4-page technical cheat sheet you can use to review key concepts and formulas before you step into the interview room.

Investment Banking

Chesapeake Corporate Advisors

APRIL 15, 2025

5 Ways FP&A Delivers Value for Middle Market Companies FP&A encompasses a wide range of finance-related activities, including budgeting, forecasting, financial modeling, and performance analysis, among others. Your business might engage in some, but not all of these finance activities.

Middle Market