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.)

Private Equity

How2Exit

MAY 23, 2023

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. After four years, in 1990, the economy was slow and the deal flow was slow.

Capital

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” This context is crucial for our day-to-day operations.

Trading

OfficeHours

JULY 8, 2023

I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?”

Private Equity

Wall Street Mojo

FEBRUARY 9, 2024

Monomoy observes less competition in the LMM as the primary lenders have enormous diversified portfolios. You may also find some useful articles here – Top 10 Middle Market Investment Banks List Bulge Bracket Top 10 Bulge Bracket Investment Banks

Middle Market

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking

Mergers and Inquisitions

MARCH 22, 2023

First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article. Regulators should not cave into threatening tweets from VCs who claim the world is going to end because their portfolio companies cannot “make payroll.” What Happens Next with UBS and Credit Suisse?

Banking

Mergers and Inquisitions

JULY 23, 2025

The two main divisions in CB are credit/underwriting/portfolio management and sales / “relationship management”; the latter offers a much higher pay ceiling (e.g., And the large firms, such as the bulge-bracket banks and middle-market banks , all offer commercial banking services as well.

Investment Banking

The TRADE

OCTOBER 18, 2024

This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks. This is an ongoing pattern that we suspect will continue for some time.” And we’ve seen some significant launches this year in that space.

Broker

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests. You can get into good business schools in the U.S.

Recruitment

Mergers and Inquisitions

FEBRUARY 28, 2024

Banks do not appear to offer many internships in this area, so if your goal is a bulge bracket bank , you’ll likely have to work in other credit roles first and network your way in. Rate Changes: If interest rates are set to rise over the next year, how would you structure your portfolio?

Equities

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Evercore has a “pre-MBA diversity program,” but GS, MS, and JPM only appear to offer “fellowships” or “early insight student programs ” without specific details attached.

IT

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. Usually hosted by bulge bracket banks, SIs are an internalising mechanism that allow banks to execute flow over the counter or off exchange.

Trading

The Deal

AUGUST 15, 2023

Bulge-bracket deal expectations may also be a factor. “I I suspect the growing value of console publishers reflects the chance that another big tech company with exposure to the gaming space might want to beef up their portfolio to be competitive with a potentially stronger Xbox platform,“ Barbour said.

S&P

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).

Investment Banking

Cooley M&A

FEBRUARY 1, 2024

billion sale of portfolio company Adenza to Nasdaq – PE-backed tech exits also took a hit in 2023, with total deal values declining 35% versus 2022. [2] Despite some isolated bright spots – such as Thoma Bravo’s $10.7 Still, average leverage levels in sponsor buyouts declined from 7.1x in 2022 to 5.9x

M&A