Peak Frameworks

OCTOBER 17, 2023

Here are some of the most common organizational structures and designs: Functional Organizational Structure This model organizes its workforce based on specialized roles or functions such as marketing, finance, or operations. Pros: Clear Role Definitions: Every individual knows their responsibilities and who to report to.

Corporation 52

Corporation Finance Finance Management 52

Peak Frameworks

SEPTEMBER 12, 2023

At its core, a retainer fee is a financial agreement that ensures mutual commitment between professionals and their clients. Investment Bankers M&A advisory is replete with examples of retainer fees. Investment Bankers M&A advisory is replete with examples of retainer fees.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

M&A Leadership Council

JANUARY 4, 2024

Frankly, every skilled M&A executive is the product of great mentors and deep M&A experience. They encapsulate a framework that can help any leadership team embarking on their first M&A journey. Ideally, M&A is not a “winner-take-all” conquest. Ideally, M&A is not a “winner-take-all” conquest.

M&A 52

M&A Financial Modeling Financial Models Management 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? This definition excludes life sciences and biopharmaceutical companies because they differ greatly from service and device companies. Why do PE firms operate there? For example, in the U.S.,

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. The short version is that if you are the right person and can afford it , I recommend the WSMM coaching, which you can apply for here. If you are an international student applying to U.S.

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

APRIL 12, 2023

Investment Banking Assessment Center Definition: The assessment center (AC) is the final step in the IB recruiting process in places like Hong Kong, London, and other parts of EMEA ; it requires you to complete online tests, case studies, group exercises, and specialized tasks in addition to standard interviews.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 24, 2023

But, as usual, I want to start with the definitions and fund types: What is an “Event-Driven Hedge Fund”? But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. By contrast, an event-driven fund would never bet on such a situation.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. Metals & mining investment banking used to be a “sleepy” group.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Growth Business

AUGUST 3, 2023

Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I And I said, ‘Let’s have a conversation anyway.’

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking? No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

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 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

APRIL 30, 2025

These groups are attached to large companies (often in the tech industry) and invest in startups not solely for financial reasons. However, if the group has multiple Limited Partners, it is definitely more of an independent fund. The venture capital market is highly cyclical , which discourages some bankers from considering it.

Capital 59

Capital Corporation Funds Investment 59

Mergers and Inquisitions

MAY 28, 2025

Private credit has become a hot area lately, and weve received many frantic questions about what to expect in interviews and case studies. Previous articles on direct lending , mezzanine funds , corporate banking , DCM , and LevFin have covered parts of this topic, but I wanted to consolidate everything here and explain some of the nuances.

Capital Market 59

Capital Market Corporation Capital Bank 59