OfficeHours

MAY 21, 2023

Private equity associates are the workhorses of any investment team. They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Depending on the practices of the fund, associates may be expected to present part or all of the investment committee memo.

Private Equity 130

Private Equity Equities Portfolio Financial Models 130

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

JD Supra: Mergers

AUGUST 21, 2024

An estimated 75% of private equity transactions and 64% of larger strategic acquirers use it. Woodruff Sawyer’s R&W team presents this comprehensive look at this facet of coverage. RWI is a well-established tool in the merger and acquisition (M&A) toolbox for both private equity and strategic buyers.

Insurance 171

Insurance Private Equity Mergers and Acquisitions Equities 171

JD Supra: Mergers

SEPTEMBER 20, 2023

The food industry is generally considered recession-resistant and less susceptible to economic downturns than other sectors, making it an attractive investment for private equity firms seeking stable returns. By: Goodwin

Food 159

Food Private Equity Business Economics 159

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation.

Private Equity 165

Private Equity Portfolio Finance Finance 165

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here 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 _ rn About The Guest(s): Adam Coffey is a veteran U.S.

Private Equity 130

Private Equity M&A Equities Book-building 130

Growth Business

MAY 13, 2024

Drawing from decades of experience and my own trials and triumphs in the business world, I’ve outlined seven key strategies to help you prepare, execute, and ultimately succeed in selling your business to private equity. Remember, private equity firms invest in potential.

Private Equity 98

Private Equity Equities Business Negotiation 98

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

OfficeHours

MAY 31, 2023

While video interviews made it easier to appear presentable and personable, showcasing only our shoulders and up, the shift back to face-to-face interactions introduces new challenges. Nervousness, sweatiness, and overall appearance now come into play, making it crucial to present yourself with confidence and positivity.

Finance 130

Finance Finance Private Equity Investment Banking 130

Francine Way

JULY 18, 2017

As I mentioned in my valuation preparation post , Dividend Discount Model (DDM) is a valuation method that uses the predicted dividends and a discount rate to find the present value estimate of a potential investment. Forecasting dividend amounts during the forecast horizon, as well as their present values.

Valuation 130

Valuation M&A DCF Shares 130

The TRADE

JUNE 20, 2024

Over half (54%) of buy-side respondents say that getting proper coverage from their brokers is one of their biggest pain points in their daily equity trading workflow, a new report from Coalition Greenwich has found. That’s it—that’s the ask. The playbook’s wide open for those who wish to study it.”

Broker 78

Broker Trading Equities Electronics 78

The TRADE

MAY 8, 2025

Discussions around the want or need to expand trading hours for equities have been ongoing for several years, with varying levels of acceptance and subsequent action being taken across the globe. Whether equities will eventually adopt the 24/7 model is another story all together, however.

52

52

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

Francine Way

JULY 13, 2017

Calculating cost of debt, cost of equity, and weighted average cost of capital (WACC). Determining 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. Tangible Book Value = Book Value of Equity - Goodwill.

Valuation 130

Valuation M&A DCF Book-building 130

OfficeHours

AUGUST 7, 2023

When we refer to a case study here, I am referring to a situation in which you are given a CIM of a sample company and asked to create an LBO model as well as formulate thoughts on this company as a potential investment opportunity given what is presented in the CIM.

Investment 130

Investment Business Underwriting IT 130

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC).

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

OfficeHours

JUNE 5, 2023

The paper LBO is one of the most commonly used and intimidating interview techniques for private equity. Many candidates dread the paper LBO, but simply put, it is one of the most definitive “weeder” techniques used by many private equity firms and investment banking to lower the applicant pool.

Private Equity 147

Private Equity Valuation Debt Equities 147

The TRADE

OCTOBER 11, 2023

Continuing the growth and expansion of our global derivatives business presents a tremendous opportunity for Cboe and is an area where we intend to continue sharpening our focus,” said Fred Tomczyk, chief executive of Cboe Global Markets. Under Adam’s leadership, our equities business brought many new client-driven solutions to the market.

S&P 119

S&P Equities Trading Business 119

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. ref: London private equity recruiting ), and smaller funds are mostly off-cycle. But those covering the industry for 20+ years were not surprised.

Recruitment 59

Recruitment Private Equity Equities Funds 59

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 105

Corporate Finance Finance Finance Corporation 105

OfficeHours

FEBRUARY 9, 2024

Having spent time in technology growth equity and VC in college, I realized quickly that my passions and career goals didn’t align with RX or the exit opps from MM banking to MM private equity. You’ve got your dream private equity! But that is just the first step of the private equity journey. Knowledge is Power.

Private Equity 173

Private Equity Recruitment Banking Bank 173

The TRADE

FEBRUARY 3, 2025

Investec Bank is set to launch a new electronic trading platform aimed at facilitating low-touch equity trading, The TRADE can reveal. “This dynamic environment has presented us with the opportunity to introduce an innovative offering that aligns with our clients’ evolving needs.”

Electronics 52

Electronics Trading Consulting Mergers and Acquisitions 52

TM Capital

JANUARY 9, 2025

These investor groups include private equity firms, family offices, growth equity firms, and sovereign wealth funds investing across all industries. 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.

Private Equity 52

Private Equity Investors Equities Capital 52

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. For private equity (PE) groups, these rates determine the cost of capital, which is essential for their investment strategies.

Private Equity 52

Private Equity Valuation Equities Business 52

Devensoft

AUGUST 21, 2023

In the fast-paced world of mergers and acquisitions (M&A), two titans of finance go head-to-head: venture capitalists and private equity firms. On the other side of the ring, private equity firms are focused on acquiring established businesses, restructuring them, and driving operational efficiencies to maximize returns.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Software Equity Group

MARCH 18, 2024

Software Equity Group’s expertise becomes invaluable for those whose exit strategy involves seeking majority investment or strategic sale. As you likely know, we keep a close eye on the M&A market and publish quarterly and annual reports presenting the latest SaaS industry information.

Equities 52

Equities M&A Negotiation Investors 52

How2Exit

MAY 20, 2024

This conversation dives deep into the precarious practice of over-leveraging in business acquisitions and the perils it presents for entrepreneurs. He elucidates on the market dynamics, contrasting the more natural debt-equity structures of large companies with the often artificially stimulated small business sector.

Business 130

Business Book-building Equities Acquisitions 130

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. trillion in growth and buyout private equity dry powder , these investors stand ready to bridge the gap.

Middle Market 52

Middle Market Private Equity Equities Investment 52

Francine Way

JUNE 22, 2020

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). A template presentation deck - based on a real merger case - will be presented here to showcase concepts and thought processes. Negative equity balance.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This entails meticulously reviewing a multitude of deals presented by investment bankers. Exploring a day in the life of a PE professional provides valuable insights into this dynamic field.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

How2Exit

MAY 30, 2023

This includes analyzing the income statement, balance sheet, and cash flow statement to identify any discrepancies or inaccuracies that may be present. We are seeing an increasing amount of private equity entering the veterinary space, both at the clinic level and the pet product level. making it highly competitive to get into.

Private Equity 130

Private Equity Business Equities Investment 130

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. Obviously, the biggest buying market in this country is private equity firms.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Sun Acquisitions

DECEMBER 16, 2024

Rise of Sustainability-focused Private Equity: Private equity firms increasingly seek to invest in companies with strong sustainability credentials. This strategic collaboration presents a win-win scenario for businesses, the environment, and society.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

Lake Country Advisors

AUGUST 8, 2024

This metric provides a quick snapshot of a company’s total equity value as perceived by the stock market. This valuation reflects the market’s assessment of the company’s equity value based on its stock price and the number of shares available. Determine Discount Rate: Assuming InnovateTech’s WACC is 10%.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

How2Exit

FEBRUARY 25, 2024

With a background in bond hedge funds and management consulting, Austin transitioned into private equity before launching Steel River with his business partner, Eric Factor. rn Employee Equity : Offering equity to branch managers and employees drives investment in the company's success and helps retain top talent.

Acquisitions 130

Acquisitions Equities Private Equity Business 130

How2Exit

JUNE 13, 2023

He has worked in private equity, corporate strategy, and has been the CEO of multiple businesses. Nick shares his expertise and insights on buying and selling businesses, drawing from his extensive experience in private equity and his own entrepreneurial journey.

Business 130

Business Private Equity Acquisitions Equities 130

The TRADE

OCTOBER 21, 2024

Last year, Goldman Sachs’ chief operating officer for EMEA equity execution services Eleanor Beasley took home the Industry Person of the Year Award in a landslide victory. Over the course of his career, Baugh has become renowned as a trusted partner to clients and for leading positive change in the European equities marketplace.

Trading 98

Trading Financial Market Equities Advisory 98