iMerge Advisors

APRIL 9, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. The best M&A advisors for tech companies combine financial acumen with operational understanding of recurring revenue models, customer retention metrics, and product roadmaps.

M&A

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.

Investment Banking

Mergers and Inquisitions

DECEMBER 4, 2024

Beyond that experience, bankers look for the same qualities as always: High grades, a good university or business school, previous finance internships, and networking and interview prep. Many bankers think about joining a sports team or league doing corporate development or business development work, which is possible (e.g.,

Investment Banking

Mergers and Inquisitions

OCTOBER 30, 2024

Within a company, there are also roles such as corporate development and business development, but these also focus on external entities. It’s worth using a site like accountingcoach.com to review all these topics from more of an “accountant’s perspective,” as we usually explain them in terms of valuation and financial modeling.

Corporate Finance

Chesapeake Corporate Advisors

JANUARY 15, 2025

Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. Offit Kurman served as legal counsel to Fireline. and Northern Virginia markets.

Corporation

Chesapeake Corporate Advisors

OCTOBER 28, 2024

Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S. Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. Offit Kurman served as legal counsel to Freestate.

Corporation

How2Exit

JULY 1, 2025

He’s a global speaker, EO member, MIT graduate, and firm believer that small business is powered by soul—not spreadsheets. Because business fundamentals—people, process, and trust—are universal. ” David Miller doesn’t buy businesses the way most finance bros do. Observe before acting.

M&A

Chesapeake Corporate Advisors

JUNE 23, 2025

To succeed in a competitive market in volatile times, your business needs to make data-driven decisions, optimize performance, and create long-term value. That is precisely what Financial Planning & Analysis (FP&A) enables. For example, financial modeling can help you: Determine whether to make new investments.

Financial Modeling

Sun Acquisitions

DECEMBER 20, 2024

In the past, dealmakers relied on intuition, experience, and financial modeling to identify and assess potential targets. Big data refers to the vast and complex datasets that are generated by businesses and consumers every day. This can help companies better understand a deal’s potential risks and rewards.

M&A

Mergers and Inquisitions

MAY 14, 2025

Yes, electric charging stations are infrastructure, but EV companies main business is manufacturing and selling cars, and cars are consumer discretionary items. 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.

Investment Banking

CNBC: Investing

AUGUST 6, 2025

"AI business revenue declined year over year as U.S. AMD is executing well toward its target financial model, but we remain Neutral as shares appear to be nearly fully valued." Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S.

S&P

Beyond M&A

SEPTEMBER 24, 2024

The Financial Model Challenge in Tech Due Diligence It’s no secret that the current economic climate is challenging. The M&A world is feeling the squeeze, and nowhere is this more apparent than in the financial models being presented during Tech Due Diligence (DD). That’s just the reality of the market today.

Financial Modeling

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "What we measure gets improved.

Financial Modeling

Software Equity Group

OCTOBER 31, 2023

Most SaaS founders have a clear vision for their business. At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. Therefore, the model must reflect a holistic understanding of the industry and take its nuances into account.

Financial Modeling

Mergers and Inquisitions

AUGUST 6, 2025

But I’ll start with a quick “market update”: Table Of Contents AI for Financial Modeling: What “Prompted” This Article? Why I’m Taking a Fairly Relaxed Attitude AI for Financial Modeling: What “Prompted” This Article? They have some great media coverage, including this clip with Andrew Ross Sorkin.

Financial Modeling

OfficeHours

MAY 31, 2023

Last week, I graduated from Harvard Business School. When I get asked whether the business school was worth it, my response is always “YES, but not in the ways I had expected.” When I get asked whether the business school was worth it, my response is always “YES, but not in the ways I had expected.”

Business

OfficeHours

JUNE 5, 2023

Enhanced Financial Modeling Skills Financial modeling is a CRITICAL aspect of deal execution. The OfficeHours Private Equity course not only comes equipped with a tech-specific modeling course, but also a growth equity cohort and cap table models for you to leverage as needed. Talk about a great head start!

Private Equity

Presser & Co

APRIL 4, 2023

I first heard of a 3-way excel financial model in the early part of my career and it was spoken about in hushed tones, with such aura. So let’s start with a definition of a 3-way integrated excel financial model. So, most buyers insist on reviewing the seller’s estimate of the future cash generation of a business.

Financial Modeling

Mergers and Inquisitions

MAY 29, 2024

Project Finance vs. Corporate Finance: Financial Modeling Here’s a chart summarizing the key modeling and analytical differences: Types of Assets and Legal Structure The “Types of Assets” category should be obvious if you’ve made it this far in the article. the value of the target company’s core business operations in the deal).

Corporate Finance

OfficeHours

JUNE 6, 2023

T he most important skill for a private equity junior is financial modeling. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

Private Equity

Wizenius

JULY 14, 2023

Thanks, Pratik Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Master the art of investment banking and financial modeling with our comprehensive online course. Go for an MBA if it excites you but do keep in mind you will not fail if you don't have one.

Financial Modeling

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

Financial Statement

Wall Street Mojo

JANUARY 17, 2024

Tax Benefits refer to the credit a business receives on its tax liability for complying with a norm proposed by the government. The benefit is either credited back to the business after paying its regular taxation amount, or it is deducted when paying the tax liability in the first place. What is Tax Benefit?

Financial Modeling

OfficeHours

AUGUST 9, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses.

Private Equity

MergersCorp M&A International

FEBRUARY 15, 2024

One of the key services provided by MergersCorp is business valuation which plays a crucial role in the M&A process. It involves analyzing various factors and financial metrics to arrive at an accurate estimate of the business’s worth. Firstly, it helps both buyers and sellers in setting the right price for a business.

Valuation

Wall Street Mojo

JANUARY 16, 2024

First, they pay taxes on the corporate profit Corporate Profit Corporate profit, or ‘profit after tax, is the net income received from the business after deducting direct expenses, indirect expenses and all the applicable taxes from the total revenue generated by the company during the year.

Corporation

Wall Street Mojo

JANUARY 3, 2024

Article Link to be Hyperlinked For eg: Source: Sales Return Journal Entry (wallstreetmojo.com) The accounting equation Accounting Equation Accounting Equation is the primary accounting principle stating that a business's total assets are equivalent to the sum of its liabilities & owner’s capital.

Sale

Wall Street Mojo

JANUARY 15, 2024

The role of cybersecurity has increased considerable ever since businesses have started shifting their data to electronic form and taking the help of softwares and technology to get the jobs done. Small businesses mainly use this method, since their transaction and operational procedures are not very vast, widely spread and complex.

Accountant

Focus Investment Banking

DECEMBER 5, 2024

Deciding to sell your business is never an easy choice. Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners.

Business

Wizenius

OCTOBER 1, 2024

Candidates are often given a case study round in which they are expected to create a financial model along with a set of few company and/or industry slides as a part of the selection process. Typically, the interview structure for junior to mid senior positions in IB involve Case Study round followed by technical round(s) of interview.

Investment Banking

Wall Street Mojo

JANUARY 15, 2024

The difference between assets and liabilities gives us the equity – the net worth of a business. read more all the income and expenditures of the business. read more all the income and expenditures of the business. Start Learning Now How to Read Balance Sheet Assets? read more and Long Term Assets.

Accountant

Wall Street Mojo

FEBRUARY 8, 2024

In business, it can be the employee’s spending which one has spent for business- or work-related purposes. Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business.

Insurance

How2Exit

AUGUST 22, 2023

-Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn Concept 1: Lessons Learned From Acquiring Businesses rn Acquiring businesses can be a challenging and rewarding endeavor.

Financial Analysis

Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up. A good collection of decks can be found here.

Investors

OfficeHours

AUGUST 20, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses.

Private Equity

How2Exit

JULY 3, 2023

Ron Concept 1: Specializing In Business Acquisitions And Mergers Business acquisitions and mergers are complex processes that require careful planning, strategic decision-making, and expert guidance. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions

Wizenius

JULY 18, 2023

1) Stay Updated: Stay ahead of the game by reading a business newspaper daily. I personally recommend Business Standard for its granular insights and industry trends. 5) Financial Modelling: Practice building financial models to sharpen your skills. It's a great way to stay informed and gain an edge.

Investment Banking Analyst