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Agentic AI Musings

Beyond M&A

Unlike traditional AI models that require explicit instructions and constant oversight, Agentic AI can adapt, learn, and make decisions in real-time, much like a human agent. This capability opens up a plethora of applications, from autonomous vehicles and personalized healthcare to dynamic financial modeling and beyond.

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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

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.

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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

Mergers and Inquisitions

This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium. Examples Valuations, Fairness Opinions, and Bank Presentations Finding these presentations and Fairness Opinions was quite difficult because most sports M&A deals involve non-public assets.

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Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

But I want to be fair, so I will present their positives and negatives here. Expect the usual mix of behavioral/fit questions and technical questions, but the technical ones will focus on accounting and concepts like the breakeven formula , net present value , journal entries, capital structure, and hedging.

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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

This makes these assets a bit lumpy in financial models because the total capacity can stay the same for years but suddenly jump up when an expansion is completed. It takes a long time to find these examples, especially for non-U.S. deals, and it wasnt possible to refresh the entire set within my time constraints.

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Tech Due Diligence: Your Financial Model Sucks.

Beyond M&A

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.

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Understanding the SaaS Financial Model: Key Concepts and Methods

Software Equity Group

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.