OfficeHours

AUGUST 9, 2023

To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). Strategic thinking skills are essential.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Global Banking & Finance

MAY 31, 2023

London equities fall as energy stocks dip; U.S. debt ceiling vote eyed By Johann M Cherian and Shashwat Chauhan (Reuters) – Britain’s commodity-heavy stock indexes slid on Wednesday as weak China economic data drove commodity prices lower, while sentiment remained fragile ahead of a crucial vote on the U.S.

Debt 52

Debt Equities Stock Economics 52

CNBC: Investing

JUNE 9, 2025

expected) and a 44% stock drop underscore tariff sensitivity, with Q1 2025 guidance cut 20% due to cost pressures. billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. Net debt has roughly doubled over the past five years, and the $30.4 share vs. $2.10

Retail 98

Retail Trading Stock IT 98

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Lake Country Advisors

JUNE 11, 2025

Most business sales fall into one of two categories: asset sales or stock sales. Asset Sales vs. Stock Sales – What’s the Difference? Stock Sales – What’s the Difference? Understanding the difference between asset and stock sales can help you avoid surprises and build a smoother, more strategic transaction.

Sale 52

Sale Business Stock Broker 52

Francine Way

JULY 17, 2017

This current post about Leveraged Buy Out (LBO) is about a valuation method used by a very specific type of financial acquirer: private equity (PE) firms. Building a historical 3-statement model and a debt-interest schedule. Building the go-forward debt-interest schedule. Building a proforma balance sheet.

Valuation 130

Valuation M&A Debt Equities 130

How2Exit

NOVEMBER 25, 2024

This episode is a goldmine for anyone interested in understanding the intricate strategies that private equity employs to rapidly grow companies through acquisitions. Key Takeaways: Roll-ups serve as a potent strategy for rapid company growth, often offering a de-risked investment decision that private equity firms leverage.

Business 130

Business Mergers and Acquisitions Finance Finance 130

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). If growth and sale are not part of your plan, then an equity raise is not the right choice for you.

Finance 110

Finance Finance Equities Business 110

Wizenius

APRIL 1, 2023

When companies need to raise capital, they have two primary options: Debt involves borrowing money, while equity involves issuing shares of ownership in the company. Let's take a look at examples of companies that raised capital through debt, and analyze the factors that influenced their decision.

Debt 52

Debt Equities S&P Shares 52

Francine Way

JULY 12, 2017

Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). Determine the year-by-year future non-equity claims from the latest 10-K, especially those that will occur during the forecast horizon, and their combined present value. Derive Free Cash Flow to Firm (FCFF).

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Explore the role of private equity now. Currently, inflation in the U.S.

Investors 130

Investors Private Equity Equities Debt 130

Presser & Co

MAY 22, 2023

But on the stock market you only hear of share prices or market capitalisation, which represent equity value. So what is enterprise value and how does it differ from equity value? Put simply, enterprise value = equity value + debt – cash. The more the value of debt, the less the value of equity.

Equities 52

Equities Debt M&A Shares 52

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 130

Investors Private Equity Equities Investment 130

TechCrunch: M&A

JULY 27, 2023

Upgrade, a provider of personal credit lines and other consumer financial products, today announced that it’s agreed to acquire Uplift, the buy now, pay later (BNPL) vendor, for $100 million in cash and stock.

Finance 245

Finance Finance IPO Debt 245

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant 52

Accountant Equities Debt Private Equity 52

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 100

Investors Private Equity Equities Debt 100

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity? Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

CNBC: Investing

JUNE 18, 2025

More advisors also embraced private debt, with about 19% of participants saying they're turning to this asset class, compared to 12.5% The 20% portion is split among structured notes to offer downside protection and income, as well as private credit, private equity, real estate and commodity ETFs.

S&P 62

S&P Portfolio Investment Funds 62

Wall Street Mojo

JANUARY 17, 2024

The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock. Convertible securities combine features of both debt and equity instruments. What Are Convertible Securities?

Securities 98

Securities Investors Shares Financial Modeling 98

RKJ Partners

AUGUST 6, 2017

Making equity dollars last is particularly important since they come at a high price. Although the price is high, these precious equity dollars are often a critical factor in an emerging company's success. There is no question that in today's fundraising environment, capital efficiency is paramount.

Debt 40

Debt Capital Raising Capital Equities 40

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? Each role has common analytical elements, but the specifics and deliverables differ (e.g.,

Equities 59

Equities Debt Asset Management Recruitment 59

The TRADE

NOVEMBER 30, 2023

Read more: Euronext continues investment in clearing business with 50 new hires As of the 27 November, Euronext Clearing now clears: equities, ETFs, structured products, warrants, and bonds across six Euronext markets and the new development will contribute to reducing fragmentation in European capital markets.

Equities 64

Equities Trading Management IT 64

Sun Acquisitions

APRIL 26, 2024

Debt Financing: The Double-Edged Sword Debt financing is a standard route for companies pursuing M&A, offering the allure of leveraging existing assets to fund the transaction. High debt levels can burden the newly formed entity with interest payments, impacting its financial flexibility.

Mergers and Acquisitions 59

Mergers and Acquisitions Finance Finance Mergers 59

Software Equity Group

JUNE 27, 2023

This concept is called rollover equity and is common for private equity transactions. What is Rollover Equity? The offer of ongoing ownership is known as “rollover equity” because the seller chooses to roll a portion of the sale proceeds back into the company’s new ownership structure. How Does Rollover Equity Work?

Equities 52

Equities IT Private Equity M&A 52

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. The key questions that corporate finance teams answer also vary.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

The Deal

JUNE 22, 2023

billion in cash and stock announced June 12. Geller is on the deal at Adenza, while managing partner Holden Spaht and partner Brian Jaffee lead the investment at Thoma Bravo, a private equity sponsor. The private equity sponsor then merged the two companies to form Adenza, a financial technology company based in San Francisco.

Private Equity 98

Private Equity S&P Equities Finance 98

The TRADE

JANUARY 16, 2024

The new firm – Panmure Liberum – will be a market maker in over 750 stocks with all-cap execution capabilities and have over 250 quoted corporate clients with market cap of £250 million. Together the two firms have an aggregate of £9.9 The new combined entity will have offices in Cambridge, Guernsey, Leeds, London, and New York.

Investment Banking 111

Investment Banking Mergers Banking Bank 111

Francine Way

JULY 11, 2017

Target’s current stock price: Can be obtained from sources such as Yahoo Finance. Target’s Beta: Can be obtained from sources such as S&P Capital IQ / Value Line reports, Yahoo Finance company profile, or calculated using historical return data of the company’s stock price from Yahoo Finance.

Valuation 130

Valuation M&A DCF Financial Statement 130

Mergers and Inquisitions

JUNE 11, 2025

If you go against my advice and discuss an equity or debt deal instead, you’d have to search for documents like the S-1 for an IPO or a credit rating update issued by the credit rating agencies. You can cite terms like the coupon rate, original issue discount , and covenants for debt deals. What about their investors?

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] The Notice does not extend the netting rule to deSPAC transactions where target shareholders do not receive SPAC stock (e.g.,

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity.

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

MAY 3, 2023

The main argument in favor of the DDM is that it best represents what happens in real life when you buy a stock. In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. Otherwise, the written version follows: Why Use a Dividend Discount Model?

Valuation 64

Valuation DCF Debt Financial Modeling 64

The TRADE

MAY 29, 2023

Head of UBS’ Neo business, Nej D’jelal, left the bank to join the London Stock Exchange Group (LSEG) as head of its Workspace platform, effective from the end of this month. Barclays appointed Scott McDavid as its new global head of equities, effective from September.

Trading 64

Trading Equities Investment Banking Electronics 64

The Deal

SEPTEMBER 20, 2023

company, which raised billions in debt and equity this year from Magnetar Capital LLC, Blackstone Tactical Opportunities Fund LP, Nvidia Corp. billion debt financing in CoreWeave with Blackstone in August and led $421 million in equity rounds this year, in addition to prior investments. CoreWeave Inc. The Roseland, N.J.,

Equities 59

Equities Debt Finance Finance 59

The TRADE

JULY 29, 2024

Previously he worked as an equities and fixed income trader at James Hambro & Partners and before that as a high touch cash equities trader for Jefferies. Previously in his career he worked for the London Stock Exchange Group, including as a market risk analyst at LCH.

Asset Management 64

Asset Management Equities Trading Sale 64