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

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

OfficeHours

MAY 31, 2023

The discounted cash flow analysis, commonly referred to as the DCF, along with the Leverage Buyout Analysis, commonly referred to as the LBO, are some of the most commonly used and complex financial modeling techniques on the Street today. investment banking, private equity , VC, etc.) Are you preparing for the buyside?

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DCF Discounted Cash Flow Finance Finance 147

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Bulge Bracket 94

Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? Why do PE firms operate there?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Anti-trust Issues: Especially in North America, regulatory scrutiny can delay or derail mergers that significantly alter market dynamics.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

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

Mergers and Inquisitions

JULY 3, 2024

When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job. It barely exists outside the U.S.

Recruitment 59

Recruitment Private Equity Equities Funds 59

Mergers and Inquisitions

JUNE 26, 2023

We are making major changes to the main BIWS financial modeling course in a few days, which I also wanted to announce directly on this site. And if you already have the current financial modeling course from a previous purchase, you’ll also have access to these 3 new courses, so you don’t have to do anything here.

Financial Modeling 59

Financial Modeling Financial Models Private Equity M&A 59

Wizenius

JUNE 5, 2023

M&A (Merger and Acquisitions): As an investment banking professional, showcasing your experience and knowledge in mergers and acquisitions (M&A) is crucial. Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Let's dive in!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. The post The Search Fund Internship: Perfect Pathway into Investment Banking and Private Equity Roles?

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. A long/short equity fund could find an undervalued company, like it for reasons A, B, and C, and argue that its price will increase by 50%.

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Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations.

Valuation 64

Valuation DCF Debt Financial Models 64

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 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Peak Frameworks

SEPTEMBER 19, 2023

For instance, someone with a deep understanding of equity research who is also proficient in data analytics and global economic trends embodies the T-shape model. An equity researcher might need insights from the tech department to evaluate a fintech startup's potential.

Finance 52

Finance Finance IT Financial Modeling 52

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. But the U.S.

Bank 123

Bank Banking Government Funds 123

Mergers and Inquisitions

DECEMBER 6, 2023

Pair Trades: To achieve this market neutrality, trades are usually paired so that if you long one company in your universe, you’ll short another company, and the gains come from the spread (more on long/short equity ). appeared first on Mergers & Inquisitions. What Do You Do as a Multi-Manager Hedge Fund Analyst?

Funds 104

Funds Management Recruitment Portfolio 104

Devensoft

AUGUST 22, 2023

Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? In this guide, we’ll demystify the process of leveraging the Enterprise Value Calculator, a robust tool that considers intricate financial factors to accurately gauge a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Wall Street Mojo

JANUARY 15, 2024

Mergers and sales – In case the company has plans to merge with another suitable entity or is considering the option of selling some of its assets to raise funds or reduce costs, these shareholders have the power to approve it or vote against it. It is so since, to become one, his shareholding shall be over 50%.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Mergers and Inquisitions

JULY 19, 2023

If you’re interested in long-only hedge funds, you should ask a different set of questions: Do these long-only funds offer any advantages over strategies like long/short equity ? Theoretically, an equity fund could be long-only and manage its risk by buying stocks that are negatively correlated with the market.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

APRIL 12, 2023

Complete a modeling test , such as a simple merger model , the Enterprise Value bridge calculation , valuation multiples, or credit stats and ratios in different scenarios. Read about a company and draft a report , similar to an equity research report , describing its key risks, opportunities, and current valuation.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Mergers and Inquisitions

APRIL 5, 2023

Sovereign Wealth Fund Strategies Sovereign wealth funds can invest in almost anything, from equities to fixed income to real estate, infrastructure, private equity, hedge funds, and more. Others operate more like funds of funds and delegate much of the investing process to private equity firms, hedge funds, and other asset managers.

Recruitment 59

Recruitment Funds Private Equity Investment 59

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

Wall Street Mojo

JANUARY 15, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

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. OK, now to the good news: This situation is starting to change.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JANUARY 10, 2024

By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. In wealth management, you advise the same clients over long periods , but in IB, you hop from deal to deal – though some groups do operate on more of a “client service” model.

Investment Banking 59

Investment Banking Management Bank Banking 59

Cooley M&A

JULY 9, 2021

To determine the fair value of Regal’s common stock at the effective time of the merger, the court reduced the deal price by $3.77/share, In Regal , the court found that the deal price was the most reliable indicator of the fair value, given the sales process and other objective indicia of reliability. 1] In Halpin v.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

JANUARY 31, 2024

In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation. Tiger Global is another example of this issue: It started as a hedge fund but later expanded into private equity and venture capital , with different teams for each one.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. Improve Your Communication Skills – Finally, if you want to advance in industries like investment banking and private equity, you must improve your communication skills.

Investment Banking 59

Investment Banking Debt IT Finance 59

Mergers and Inquisitions

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Complete an Excel or financial modeling course or the most relevant parts of one (see our 10- and 20-hour study plans ).

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

FEBRUARY 18, 2025

Case Study: When Engineering Becomes a Liability The company had already received its first tranche of Private Equity investment. A financial model breaking down cost, value, effort, and time. To understand it, we need to dive deeper , revealing hidden layers of inefficiencies and challenges that remain unseen from the surface.

Engineering 130

Engineering M&A IT Financial Modeling 130

Mergers and Inquisitions

APRIL 2, 2025

If you already have our financial modeling course or the full IB Interview Guide, navigate to the first module of those courses to get everything. Equity Value vs. Enterprise Value and how to explain changes in these metrics. M&A and LBO modeling, including quick math questions. We respect email privacy.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 28, 2025

The Private Credit Recruiting Process The same on-cycle and off-cycle recruiting processes in private equity also exist in private credit, but off-cycle recruiting represents a much higher percentage of the total. The private equity mega-funds with huge credit arms (Ares, Apollo, etc.) A: See above.

Capital Market 59

Capital Market Capital Corporation Bank 59

Mergers and Inquisitions

APRIL 30, 2025

Financial Modeling and Valuation: When you analyze a potential investment in CVC, you might look ahead to potential synergies if your firm ends up acquiring the startup in the future. appeared first on Mergers & Inquisitions. Yes, its very speculative, but it also never comes up in traditional VC.

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Capital Corporation Funds Investment 59

Lake Country Advisors

JANUARY 13, 2025

Selecting the proper professional depends on the scale and scope of your business and your financial goals. An M&A advisor is a specialized professional who guides businesses through the intricate mergers and acquisitions process. What Is an M&A Advisor?

Broker 52

Broker M&A Business Negotiation 52