Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. If Company Z announces a new product at this upcoming conference, how much could its stock price increase?

Funds 104

Funds Management Recruitment Portfolio 104

OfficeHours

AUGUST 20, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?”

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 15, 2024

Moving Average Convergence Divergence is a technical analysis tool traders use to determine the stock market’s future trend. Article Link to be Hyperlinked For eg: Source: Moving Average Convergence Divergence (wallstreetmojo.com) MACD is an indicator of price momentum, showing the direction of the stock price is in the market.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Mergers and Inquisitions

OCTOBER 30, 2024

Treasury is more important in an industry like commercial banking ( FIG ) than in industrials or consumer/retail because banks constantly issue Debt and Equity and change their Dividend and Stock Repurchase policies to comply with regulatory capital requirements. The key questions that corporate finance teams answer also vary.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

JANUARY 15, 2024

Majority Shareholder Meaning Majority Shareholder, also known as a controlling shareholder, is an individual or a corporation that owns the majority of the stock of the company. I.e., more than 50% of the stock enjoys more voting power than other shareholders. The power increases if the stocks come with voting rights.

Financial Models 52

Financial Models Financial Modeling Valuation Shares 52

Wall Street Mojo

JANUARY 15, 2024

In addition, the companies have stock opportunities to offer to employees, who have completed a minimum specific number of years working with the same employer. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

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). Otherwise, the written version follows: Why Use a Dividend Discount Model? The post The Dividend Discount Model (DDM): The Black Sheep of Valuation?

Valuation 64

Valuation DCF Debt Financial Modeling 64

Wall Street Mojo

FEBRUARY 9, 2024

Bullish Engulfing Pattern Explained A bullish engulfing pattern is the most commonly used and easy to interpret form of candlestick pattern that analysts and investors can use to detect the possibility of upward movement of the stock market in future. Individuals may buy a stock when its price surges from the gap down on the second day.

Financial Asset 52

Financial Asset Financial Models Financial Modeling Stock 52

Wall Street Mojo

JANUARY 17, 2024

read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. The ownership percentage depends on the number of shares they hold against the company's total shares.

Accountant 98

Accountant Finance Finance Profitability 98

Wall Street Mojo

JANUARY 17, 2024

read more 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 Institution 91

Financial Institution Banking Bank Financial Models 91

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 ).

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Wall Street Mojo

JANUARY 3, 2024

Article Link to be Hyperlinked For eg: Source: Fiscal Quarter (wallstreetmojo.com) Example #2 Company B ltd is a publicly traded company Publicly Traded Company Publicly Traded Companies, also called Publicly Listed Companies, are the Companies which list their shares on the public stock exchange allowing the trading of shares to the common public.

Financial Models 52

Financial Models Financial Modeling Public Trading Financial Statement 52

Wall Street Mojo

JANUARY 18, 2024

Advantages and Disadvantages Certificate of Deposit Vs Bond Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A certificate of deposit is defined as an investment vehicle that locks invested funds for a fixed tenure and offers safer but lower rates of return as compared to stocks or bonds.

Financial Institution 52

Financial Institution Accountant Banking Bank 52

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else.

Funds 52

Funds Asset Management Management Equities 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. Immediately after this sale, the bank also announced plans to raise additional equity and convertible preferred stock. In other words, banks’ lending activities are not constrained by their deposits.

Banking 123

Banking Bank Government Funds 123

iMerge Advisors

APRIL 8, 2025

For example, a vertical SaaS company serving healthcare providers might position itself as a platform for payer-provider integration, with expansion potential into adjacent compliance tools.

M&A 40

M&A Valuation Private Equity Negotiation 40

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, Following the adjustments for synergies and changes in Regal’s value between signing and closing, the fair market value of Regal’s common stock was determined to be $23.60/share, 1] In Halpin v.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

MARCH 13, 2024

However, they often invest using preferred stock with liquidation preferences attached to limit their downside risk (similar to VCs). Financial Modeling: Like private equity, 3-statement models are common, as are valuations and DCF models , but LBO models are less common since not all deals use debt.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

AUGUST 16, 2023

poor stock-market performance, slowing growth rates, and an aging population. Communication Skills and Some Technical Knowledge – Since most PE firms do growth-oriented deals, financial modeling and technical skill are a bit less important than communication skills – as you’ll need these skills to source deals and meet local entrepreneurs.

Private Equity 94

Private Equity Equities Recruitment Bulge Bracket 94

Solganick & Co.

NOVEMBER 15, 2023

On the other hand, Adjusted EBITDA delves further by incorporating additional adjustments such as one-time expenses, stock-based compensation, or restructuring charges to better reflect the company’s sustainable earnings.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Mergers and Inquisitions

MAY 24, 2023

But even if the specific catalysts never materialize, the stock price might still increase by 20% or 30%. If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course. If this fund is right, the company’s price may increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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. Expect 3-statement modeling or valuation tests, stock pitches , and combined exercises where you do both (e.g., Read the filings, build a model, and make a long/short pitch”).

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. You cover quarterly earnings and send updated models and notes to clients and other teams. existing coverage” in ER. The output is more about the credit stats and ratios (Debt / EBITDA, EBITDA / Interest, etc.),

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

APRIL 5, 2023

Depth of Work – Traditional PE/HF: You’ll spend time doing market research, meeting management teams/customers/competitors, and building detailed financial models for any deal that moves past your quick screening. They might ask you to pitch a stock, but it will be less formal than in ER and HF interviews. Why this firm?” “Why

Recruitment 59

Recruitment Funds Private Equity Investment 59

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 64

Investment Banking Equities Banking Bank 64

Wall Street Mojo

JANUARY 18, 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 Models 52

Financial Models Financial Modeling Accountant Insurance 52

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 Banking Bank 59

iMerge Advisors

APRIL 12, 2025

Key components of a strong deal include: Valuation: Based on EBITDA, ARR, or revenue multiples, depending on your model. Deal structure: Cash vs. stock, upfront vs. deferred payments, earn-outs, and escrows. Tax efficiency: Asset vs. stock sale, and how proceeds are taxed (see Tax Law Changes and the Impact on Personal Taxes ).

Negotiation 40

Negotiation M&A Valuation Private Equity 40