Bulge Bracket Financial Models Investors 
Mergers and Inquisitions
JANUARY 22, 2025
People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.
Mergers and Inquisitions
DECEMBER 4, 2024
With teams valued at sky-high prices, deal participation is limited to institutional investors such as SWFs and PE firms (and the occasional billionaire). Regulations – Does the league allow private equity or other financial sponsor ownership? BofA is also strong, and you’ll see Citi, DB, and MS on many deals as well.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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. However, they all relate to an assets ability to pay or repay its investors. It takes a long time to find these examples, especially for non-U.S.
Mergers and Inquisitions
AUGUST 16, 2023
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. 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.)
Mergers and Inquisitions
SEPTEMBER 11, 2024
Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. 146) SunPower / Maxeon – Spin-Off (Centerview and GS) Investor Presentation CBRE and Blackstone / Altus Power – SPAC / IPO (Citi, JPM, MS, and Duff & Phelps) IPO Investor Presentation Fairness Opinion (pg.
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.
Expert insights. Personalized for you.
64 
Let's personalize your content