Mergers and Inquisitions

MAY 14, 2025

And the answer is maybe consumer retail , FIG , and most of tech and TMT ? Infrastructure includes select verticals from many other groups, but not entire other groups: For example, in real estate, data center, cell tower, and fiber infrastructure REITs are considered infrastructure, but hotel and retail REITs are not.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Peak Frameworks

MAY 2, 2024

Notable Examples Several high-profile vertical mergers have reshaped industries, such as the acquisition of Pixar by Disney , integrating content creation with distribution channels, and Amazon’s purchase of Whole Foods , linking retail distribution with a leading online platform.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

Wall Street Mojo

JANUARY 17, 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 ).

Profitability 52

Profitability S&P Financial Statement Accountant 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. Advanced Financial Modeling : There’s a case study on Jazz Pharmaceuticals if you’re more interested in that vertical.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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. Set Up a “Bond Ladder” – You know, just like every retail investor does. In other words, banks’ lending activities are not constrained by their deposits.

Bank 123

Bank Banking Government Funds 123

Mergers and Inquisitions

MARCH 13, 2024

Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. The main risk factor in deals is executing the growth plan, not default risk due to debt (PE) or product/market risk (VC).

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JULY 26, 2023

You can think of a search fund as a private equity firm meets a SPAC , minus the celebrity sponsor who’s there to swindle retail investors. The Interview Process for a Search Fund Internship You are unlikely to get traditional “technical questions” unless you’ve marketed yourself as having financial modeling experience.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

OCTOBER 11, 2023

Junior-level roles consist of real estate financial modeling , reports and memos, due diligence, and meetings. Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations. For example, in the U.S.,

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

JANUARY 13, 2025

Their clients include: Local Retailers and Service Providers : Small shops, restaurants, and service-oriented businesses. Unlike M&A advisors who leverage complex financial models, business brokers prioritize immediate, tangible factors. Let’s explore the distinct roles and methods that set business brokers apart.

Broker 52

Broker M&A Business Negotiation 52