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 40

Investment Banking Investment Banking Bank 40

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.) Also, the standard process of conducting informational interviews to pitch yourself and learn more about firms is much less common. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Bulge Bracket 94

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. You’ve probably seen it in threads on Reddit, Wall Street Oasis, and other forums, which contain “mixed” information (i.e., it ranges from “somewhat helpful” to “completely wrong”).

Investment Banking 82

Investment Banking Banking Bank Investment 82

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 105

Private Equity Equities Capital Portfolio 105

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 59

Investment Banking Banking Bank Investment 59

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 52

Investment Banking Banking Bank Investment 52

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. For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 52

Investment Banking Corporation Utilities Advisory 52

Chesapeake Corporate Advisors

APRIL 15, 2025

The best way to overcome this challenge is to invest in Financial Planning and Analysis (FP&A). FP&A is much more than a financial function. Its a strategic function: a structured, holistic approach to obtaining the data-driven insights you need to make informed decisions, optimize performance, and navigate uncertainty.

Middle Market 52

Middle Market Profitability Business Corporation 52