iMerge Advisors

APRIL 10, 2025

Top advisors help with positioning, financial modeling, and managing diligence not just making calls. As we noted in Exit Business Planning Strategy , early planning with the right advisor can significantly increase exit value and reduce post-sale surprises. Ask for anonymized case studies or references.

M&A

iMerge Advisors

APRIL 9, 2025

Top advisors help with positioning, financial modeling, and managing diligence not just making calls. As we noted in Exit Business Planning Strategy , early planning with the right advisor can significantly increase exit value and reduce post-sale surprises. Ask for anonymized case studies or references.

M&A

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate Finance Jobs Definition: In corporate finance, you manage a company’s financial statements, cash, and capital structure, and you forecast and plan its future financial performance, usually on a divisional or regional level for large companies. What Are Corporate Finance Jobs? not banks or investment firms).

Corporate Finance

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

Mergers and Inquisitions

DECEMBER 4, 2024

Recruiting and Daily Life as an Analyst or Associate in Sports Investment Banking Sports investment banking is not particularly specialized, so you don’t get extra points for having “industry experience” in the same way you might in an oil & gas , mining , or financial institutions group. Deals could be done on a corporate level (i.e.,

Investment Banking

Chesapeake Corporate Advisors

JANUARY 15, 2025

In addition, CCAs investment banking team included Director Katie Kieran who focused on day-to-day execution and Senior Analyst Miles Gally who provided financial modeling and deal execution support. Anna Gavin remains a shareholder, and she will continue to lead the Company going forward.

Corporation

Chesapeake Corporate Advisors

OCTOBER 28, 2024

Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation.

Corporation

How2Exit

JULY 1, 2025

For him, most M&A failures have nothing to do with financial modeling and everything to do with emotional blind spots. His coaching practice is rooted in aligning people, strategy, and scalable systems to turn growth into exit velocity. It’s trust. Emotional intelligence. He doesn't open with a spreadsheet.

M&A

Chesapeake Corporate Advisors

JUNE 23, 2025

Strategic Financial Planning It is likely your business engages in financial planning to some degree, though many companies primarily focus on operational considerations when making decisions. Robust Budgeting and Forecasting Your budgeting is most effective when it happens in concert with financial forecasting.

Financial Modeling

Sun Acquisitions

DECEMBER 20, 2024

In the past, dealmakers relied on intuition, experience, and financial modeling to identify and assess potential targets. Financial modeling: Big data analytics can be used to build more accurate and sophisticated financial models of potential targets. Big data analytics is transforming M&A strategy.

M&A

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer.

Investment Banking

CNBC: Investing

AUGUST 6, 2025

AMD is executing well toward its target financial model, but we remain Neutral as shares appear to be nearly fully valued. " Goldman Sachs stands by neutral rating, raises price target to $150 from $140 Goldman's new forecast is 14% below AMD's current valuation. Long term, we believe share gains are less certain.

S&P

Beyond M&A

SEPTEMBER 24, 2024

The Financial Model Challenge in Tech Due Diligence It’s no secret that the current economic climate is challenging. The M&A world is feeling the squeeze, and nowhere is this more apparent than in the financial models being presented during Tech Due Diligence (DD). Fundraising is tough across the board.

Financial Modeling

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "What we measure gets improved. rn "What we measure gets improved.

Financial Modeling

Mergers and Inquisitions

AUGUST 6, 2025

But I’ll start with a quick “market update”: Table Of Contents AI for Financial Modeling: What “Prompted” This Article? Why I’m Taking a Fairly Relaxed Attitude AI for Financial Modeling: What “Prompted” This Article? But a lot has changed over the past few years. These tools have advanced and become multimodal (i.e.,

Financial Modeling

Software Equity Group

OCTOBER 31, 2023

At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. This makes financial modeling an invaluable tool for any company, but it’s important to understand that it is built on numerous assumptions and inputs.

Financial Modeling

OfficeHours

MAY 29, 2023

Gain valuable insights on deal sourcing, due diligence, valuation, financial modeling, and more. Learn to create dynamic models, conduct sensitivity analyses, and make informed investment decisions. Do you have a burning desire to unlock your full potential and achieve remarkable success? Look no further!

Private Equity

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. Is it worth it? I will discuss this below.

DCF

OfficeHours

JUNE 5, 2023

Enhanced Financial Modeling Skills Financial modeling is a CRITICAL aspect of deal execution. Simply put, any private equity associate course must focus on developing and refining these skills. Flexibility and Accessibility The Private Equity Course is designed with convenience in mind.

Private Equity

Wizenius

JULY 30, 2023

Given the extreme tight timelines faced by IB analysts to turn around financial models (deadline was yesterday!), Recreate blank templates of them if your organization has created few pre-defined models. Take the first step towards unlocking the secrets of investment banking and financial modelling with Wizenius.

Financial Modeling

Presser & Co

APRIL 4, 2023

I first heard of a 3-way excel financial model in the early part of my career and it was spoken about in hushed tones, with such aura. So let’s start with a definition of a 3-way integrated excel financial model. Only the smartest people could build these, I was assured. Why then is a 3-way so important in M&A?

Financial Modeling

Wizenius

JULY 25, 2023

Are you looking to excel in financial modeling for Investment Banking? Follow these 10 effective steps to build accurate and efficient models that will impress your mentors and potential employers. 1) Blueprint: Plan Ahead Before diving into your financial model, create a blueprint of the entire structure.

Financial Modeling

Mergers and Inquisitions

MAY 29, 2024

Project Finance vs. Corporate Finance: Financial Modeling Here’s a chart summarizing the key modeling and analytical differences: Types of Assets and Legal Structure The “Types of Assets” category should be obvious if you’ve made it this far in the article. By contrast, Project Finance roles are more specialized and “siloed.”

Corporate Finance

OfficeHours

JUNE 6, 2023

T he most important skill for a private equity junior is financial modeling. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

Private Equity

Wizenius

MAY 19, 2023

By examining these key elements, we can gain valuable insights into a company's potential for long-term success. Growth: The Engine of Progress Growth is the lifeblood of any company, driving its expansion and prosperity. By measuring the annual percentage increase in earnings, revenue, or relevant metrics, we gauge a company's ability to thrive.

Investment Banking

Wizenius

JUNE 11, 2023

Adjust Financial Statements for Inflation: Normalize historical financial statements by adjusting for the effects of inflation. Understand the Company's Exposure: Assess the company's exposure to inflation and currency fluctuations by identifying its revenue sources, cost structure, and geographical presence.

Financial Modeling

Wizenius

JULY 12, 2023

Academics: Not a deal breaker, but definitely opens up many doors for interviews if you are an Ivy league pass out or from a recognized university/course Financial Modelling: Knowledge of financial modelling, valuation techniques is a must. Research skills: Underrated skill but very very important in investment banking.

Investment Banking

OfficeHours

JUNE 2, 2023

Simply put, you want to get as much understanding when it comes to things like dealing with financial models, selecting comparable companies, how to format a deck, etc., You will NOT be asked to explain how you built a model. There are a lot of reasons why investment banking courses can be beneficial to a junior employee.

Investment Banking

OfficeHours

MAY 21, 2023

They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Learn the essential strategies for financial modeling. Private equity associates are the workhorses of any investment team.

Private Equity

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 ).

Accountant

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

Wizenius

OCTOBER 1, 2024

Candidates are often given a case study round in which they are expected to create a financial model along with a set of few company and/or industry slides as a part of the selection process. Typically, the interview structure for junior to mid senior positions in IB involve Case Study round followed by technical round(s) of interview.

Investment Banking

Beyond M&A

OCTOBER 3, 2023

Additionally, we’re observing financial models that are more grounded, with realistic growth plans and an emphasis on profitability. We are well into the year, so it’s time for the (retrospective) Tech Tends of 2023. It’s becoming increasingly apparent that the tech landscape is unlike any other year.

Negotiation

Wall Street Mojo

JANUARY 3, 2024

It is to be noted that since journal entry forms the basis of accounting for any transaction and is the basic foundation of all financial statements and financial reporting of a business, it should be done correctly and state every detail of the transaction. read more is tallied.

Sale

Peak Frameworks

SEPTEMBER 19, 2023

Deep Expertise in Financial Modeling, Analysis, and Valuation: At its core, finance revolves around understanding numbers. Financial modeling and analysis, for instance, were crucial during Apple's acquisition of Beats, enabling decision-makers to understand the true value of the deal and the potential return on investment.

Finance

Wall Street Mojo

FEBRUARY 8, 2024

Out Of Pocket Expense Meaning Out-of-pocket expense refers to the direct payment generally made in the form of cash by one which in the future may or may not be borne by an external third party as it does not fall under their liabilities. In business, it can be the employee’s spending which one has spent for business- or work-related purposes.

Insurance

Wall Street Mojo

JANUARY 4, 2024

The daily accrued interest formula is vital for accurate financial reporting and equitable transactions in the secondary market. It ensures that buyers compensate sellers fairly, reflecting the true value of the financial instrument based on the interest earned up to the settlement date.

Accountant