Mergers and Inquisitions

DECEMBER 20, 2023

Admittedly, not all banks did this, and many bulge bracket firms will start in the normal time frame of January – March. So, your candidacy is more about presentation, consistency, and ensuring you have a good enough background to be competitive. bulge brackets (well, except for RBC).

Investment Banking

Mergers and Inquisitions

JULY 17, 2024

based bulge brackets (GS, MS, JPM, Citi, and BofA) are the strongest international banks, and Avendus, Kotak, JM Financial, ICICI, and Axis are the strongest domestic firms. Among the bulge brackets, the U.S.-based I found contradictory information when researching this point, but I’ll present my rough estimates below.

Investment Banking

Mergers and Inquisitions

FEBRUARY 2, 2022

But the cherry on top came from the infamous “105-hour workweek” leaked presentation from a group of Goldman Sachs Analysts. Meanwhile, Goldman Sachs paid quite well, with many Associates in the $400K – $500K total compensation range, and various other bulge bracket and middle market firms followed suit. at some smaller firms.

Investment

Mergers and Inquisitions

MARCH 27, 2024

All the bulge bracket banks in the U.K. Therefore, most of your success depends on how well you network and how you perform in the final interview(s) or presentation. This one varies by bank, but you’ll usually have to prove yourself with an end-of-week interview or case presentation. Which Banks Offer Spring Weeks?

Investment Banking

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

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. By contrast, you’ll do far more PowerPoint work in ECM / DCM, and the “modeling” work could more accurately be called “data gathering.”

Investment Banking

Mergers and Inquisitions

JULY 23, 2025

And the large firms, such as the bulge-bracket banks and middle-market banks , all offer commercial banking services as well. You must normally present this in-person , so you can’t just rely on AI/automated tools or your friends or co-workers to do this for you.

Investment Banking

The TRADE

OCTOBER 18, 2024

Some of the aspiring players are present in the Prime Brokerage Survey, with outperforming scores set by players including Pershing, CIBC Mellon, Marex, Cantor and TD Securities. This is an ongoing pattern that we suspect will continue for some time.”

Broker

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

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A

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.

Capital

Mergers and Inquisitions

APRIL 5, 2023

Presentations – Traditional PE: The “deal review” pace above means that you could make several presentations to the investment committee or Board each month. Round 3: You might have to prepare and present a short case study or investment pitch in this round (~60 minutes). And each one will take a fair amount of time and effort.

Recruitment

Mergers and Inquisitions

MAY 8, 2024

This results in unnecessary presentation turns, re-run analyses for no apparent reason, and endless back-and-forth over minutiae in the Fairness Opinion and other documents. In 2021, after the infamous “Goldman Sachs” presentation went viral , banks raised base salaries and changed their staffing and work-from-home policies.

Investment

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