Mergers and Inquisitions

JUNE 11, 2025

Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. The investor presentation for the deal. Your Opinion of the Deal – Will it benefit the company raising capital? Number of Deals: You just need one (1) deal discussion in nearly all cases. What about their investors? Why or why not?

M&A

The TRADE

JULY 24, 2025

However, all in all, the good intentions behind regulators’ decisions at the time cannot be denied – the pursuit of more efficient capital markets is necessary after all. But, demonstrably, there was work to be done when it came to the introduced set-up.

Asset Management

Focus Investment Banking

NOVEMBER 20, 2024

Washington, DC, (November 20, 2024) – Cole Strandberg, Managing Director at FOCUS Investment Banking and host of the Autobody News Collision Vision podcast , was one of several auto aftermarket experts to present during the IDEAS Collide Showcase at SEMA earlier this month. I think we’re underutilizing that here in the collision industry.”

Investment Banking

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. But I want to be fair, so I will present their positives and negatives here.

Corporate Finance

Beyond M&A

DECEMBER 18, 2024

For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. This capability opens up a plethora of applications, from autonomous vehicles and personalized healthcare to dynamic financial modeling and beyond.

Investors

Lake Country Advisors

JUNE 24, 2025

Understanding this gap ahead of time helps you present a more honest financial story. That’s especially important for buyers who aren’t planning to inject additional capital right away. High EBITDA with low cash flow may raise concerns: A disconnect between EBITDA and actual available cash can be a red flag.

Business

Accenture Capital Markets

DECEMBER 2, 2024

But in return, those captive audiences present a unique opportunity for firms to build trust by removing friction in the client experience and demonstrating the value of engagement beyond the core scope of their services. The post Building trust in retirement through engagement appeared first on Accenture Capital Markets Blog.

Economics

How2Exit

DECEMBER 2, 2024

Jamie leverages his skills through Monopoly Capital to assist small to medium-sized enterprises (SMEs) in enhancing their operations and preparing for acquisitions or successful exits. Jamie shares his transformative journey from discovering his passion for business after watching "The Thomas Crown Affair" to co-founding Monopoly Capital.

Business

Mergers and Inquisitions

DECEMBER 18, 2024

The final round usually consists of a private equity case study presentation based on a CIM , a company they assign, or a company of your own choosing. This round is more about your critical thinking and presentation skills and less about raw technical abilities. Off-Cycle Recruiting: Slow processes for very close start dates.

Private Equity

CNBC: Investing

AUGUST 5, 2025

All we can do is control our process in the present and plan accordingly. To avoid the concern that we need to be able to predict the future to successfully invest in the markets, we recently deployed a VIX hedge to our Active Opps portfolio at Inside Edge Capital with a favorable risk-reward ratio. No one knows the future.

S&P

Mergers and Inquisitions

JANUARY 22, 2025

Some of these topics still come up in equity research, but they do not care nearly as much about M&A and LBO modeling, and instead of deal discussions, youll have to present stock pitches (ideally, 1 Buy recommendation and 1 Hold or Sell recommendation). consolidation accounting , lease accounting , etc.).

Investment Banking

Mergers and Inquisitions

DECEMBER 4, 2024

There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium.

Investment Banking

MergersCorp M&A International

DECEMBER 31, 2024

By aligning interests and presenting a united front, companies can better advocate for their position in the face of regulatory hurdles. The ongoing evolution of trade agreements, tariffs, and sanctions will shape corporate strategies as businesses seek to mitigate risk and capitalize on emerging markets.

M&A

iMerge Advisors

APRIL 13, 2025

Whether you're preparing for a full exit or exploring growth capital, understanding how to craft a compelling CIM is critical to a successful outcome. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation

Global Newswire by Notified: M&A

JULY 7, 2025

billion and total equity capital of $221 million. About Norwood Financial Corp Norwood Financial Corp, through its subsidiary, Wayne Bank operates sixteen offices in Northeastern Pennsylvania and fourteen offices in Delaware, Sullivan, Ontario, Otsego and Yates Counties, New York. billion, loans outstanding of $1.8 About PB Bankshares, Inc.

IT

The TRADE

NOVEMBER 1, 2024

It’s driving that capital light variable cost operating model that you can no longer ignore. Obviously, it presents risks in different ways for some people potentially in their roles. We did a survey on about 300 global asset managers and one of the main themes that came out of that was around outsourcing.

Trading

The TRADE

NOVEMBER 13, 2024

But what does the persistent evolution of AI mean for capital markets specifically? Speaking to The TRADE, Timothee Consigny, chief technology officer at H2O Asset Management, asserts that there is a definite place for artificial intelligence within capital markets and the time for adoption is now. “[Gen-AI]

Trading

The TRADE

JULY 1, 2025

The possible acquisition is motivated by the “growing need to enhance the European Union’s global competitiveness,” said Euronext, with the potential combination with ATHEX presenting an opportunity to “deliver on Euronext’s ambition to consolidate European capital markets with growth and synergy opportunities”.

Stock

Mergers and Inquisitions

JULY 9, 2025

Meanwhile, in Accounting/Controllership, you might spend a lot of time reviewing receivables and payables and determining whether certain spending should be capitalized or expensed. Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices.

Corporate Finance

CNBC: Investing

JUNE 11, 2025

With technical rejection and elevated implied volatility (IV) offering attractive premiums, this set-up presents a timely opportunity for bearish exposure to capitalize on WMT's vulnerabilities. The trade To capitalize on WMT's potential downside, I'm selling a July 25, 2025 $98/$103 Call Vertical @ $2.08

Retail

Global Newswire by Notified: M&A

JUNE 25, 2025

Morgan Securities LLC, RBC Capital Markets, Vestra Advisors, and Wells Fargo served as financial advisors to New Home. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth.

Corporation

CNBC: Investing

JUNE 24, 2025

Last week, both Mastercard and Visa were under pressure after news broke about the stablecoin bill — a classic knee-jerk reaction that now presents a solid trading opportunity. For this particular setup, I'm focusing on Mastercard (MA).

Trading

Focus Investment Banking

JANUARY 10, 2025

The era of the single store generalist Body Shop is coming to an end is the subject of this month’s series, and it’s based on a presentation I’ve been giving at SEEMA Association events and beyond. I think it should excite you. To kick off the series, our guest today is Me and Only Me. So it’s an industry I love.

Private Equity

TM Capital

JANUARY 9, 2025

Following the event, TM Capital will collect feedback from the investors you met with, present this feedback to you, and coordinate follow-up dialogue if desired. appeared first on TM Capital. All investors sign a non-disclosure agreement that restricts post-conference contact without an invitation from you to do so.

Private Equity

CNBC: Investing

JULY 17, 2025

FAST dedicated an entire slide in their presentation to the current trade situation (via Fastenal): The CFO noted they have been proactively engaging with customers this year as it relates to tariff costs. Sales were up 8.6% year-over-year, operating margin improved to 21.0% last year, and earnings per share was up 12.7% year-over-year.

Stock

CNBC: Investing

JULY 22, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital.

Investment

Tyton Partners

JULY 8, 2025

Earlier this year, in partnership with World Education Services and Strada Education Foundation, we published Catalytic Capital: Funding the Missing Middle in the Education-to-Workforce Ecosystem. This dialogue has surfaced important questions and new use cases about how the field can move from recognition to action.

Education

Focus Investment Banking

JULY 10, 2025

The market has spoken Well-located auto service real estate with strong tenancy and long lease terms is drawing significant attention from real estate investment trusts, private capital and 1031 exchange buyers. The key is presenting each in the right light.

Book-building

Mergers and Inquisitions

MAY 14, 2025

Industrials: Infrastructure includes railroad, toll road, seaport, and airport companies within industrials, but not airlines, capital goods, or aerospace/defense companies. Since they are deemed essential services, governments regulate them strictly by setting an allowed or authorized Return on Equity and capital structure.

Investment Banking

Global Newswire by Notified: M&A

JULY 31, 2025

SmartRecruiters’ deep expertise in high-volume recruiting, recruitment automation, and AI-enabled candidate experience and engagement are considered an ideal addition to the SAP SuccessFactors human capital management (HCM) suite. SmartRecruiters CEO, Rebecca Carr said, “SmartRecruiters mission has always been to make hiring easy.

Portfolio

CNBC: Investing

AUGUST 4, 2025

The project represents "the fastest and most economical way to deliver nearly 3GW to Virginia's grid to support America's AI and cyber, shipbuilding, and military + defense preeminence" via Dominion's earnings presentation. This project has rare bipartisan support from both the state of Virginia and Congress.

Stock

CNBC: Investing

JULY 15, 2025

We offer active portfolio management and regular subscriber updates like the idea presented above. Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns LIF personally and in his wealth management company Inside Edge Capital.

Stock

Global Newswire by Notified: M&A

JULY 31, 2025

All statements, other than statements of present or historical fact included in this press release, regarding the Company’s strategy, future operations, prospects, plans and objectives of management, are forward-looking statements.

Media

CNBC: Investing

JUNE 10, 2025

The breakout in the IBIT chart is around $64 and with the increased position size I would not want to see price move back below $58, which I'll use for a risk-reduction level We offer active portfolio management and regular subscriber updates like the idea presented above.

S&P

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29.

Portfolio

JD Supra: Mergers

OCTOBER 1, 2024

INTRODUCTION TO HR RISKS IN PE INVESTMENTS - Private equity (PE) investments in Germany present unique challenges and opportunities, particularly from a human resources (HR) perspective.

Private Equity

Accenture Capital Markets

NOVEMBER 16, 2023

At Accenture’s capital markets team, we’ve completed a research project into the future of capital raising. More so, I suspect people most interested may be small-cap issuers, many of whom currently seem to struggle to raise the capital in the way that best suits their needs and at times when they need it the most.

Capital Raising