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? AI for Financial Modeling: What Can You Do About This?

Financial Modeling

OfficeHours

AUGUST 9, 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

Wall Street Mojo

JANUARY 17, 2024

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Securities

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. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds

Wall Street Mojo

JANUARY 15, 2024

Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Start Learning Now How to Read Balance Sheet Assets?

Accountant

Wall Street Mojo

JANUARY 14, 2024

It helps the bank which has the account in the bank of another country by simplifying the exchange and trading process for the foreign currencies. Commonly for shares, it is two business days after the trade. Start Learning Now Advantages It is for the one who takes care of the entire financial framework of the company or government.

Accountant

Wall Street Mojo

JANUARY 17, 2024

Example The Trading Perspective Of Interest Rate Swap Uses Swap Rate Swap Curve Who Are The Market Makers? Interest rate swap agreements require terms setting, including fixed rates and contract dates, and are traded over the counter. Almost all cases, the floating rate is tied to a reference rate.

Financial Institution

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance.

Investment

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

Wall Street Mojo

JANUARY 3, 2024

The same is vital for the publicly traded companies as they must present specific information on an ongoing basis to the Securities and Exchange Commission concerning their quarterly performance in form 10-Q. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Financial Modeling

OfficeHours

FEBRUARY 26, 2024

For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member. I recently joined a women’s network for my investing sector and I’m excited to meet other like-minded investors to trade ideas with and keep as part of my expanding social and professional circles.

Economics

Wall Street Mojo

FEBRUARY 9, 2024

However, in the same trading session, the bears lost strength, and the bulls managed to take complete control, driving up the price above the red candle’s high. How To Trade? Also, the number of buy trades are more than the sale. How To Trade? Start Learning Now How To Find? There is a huge chance of finding it.

Financial Asset

Wall Street Mojo

JANUARY 15, 2024

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Financial Modeling

Wall Street Mojo

JANUARY 18, 2024

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Accountant

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). People tend to ignore this trade-off between Payouts, Growth, and Cash Retention and blindly assume Dividends based on dividend-per-share or EPS figures.

Valuation

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

JANUARY 17, 2024

However an important point to note is that is has market value which keeps fluctuating, resulting in trading an profit-making opportunities from difference in prices. Speculators use the difference in prices to trade and make profits. In case of claim, the amount can be adjusted by payment of cash, or physical payment of the security.

Financial Modeling

Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. Jacobs is a moderate-growth, moderate-margin company in the professional services space, currently trading at 1.2x revenue and 11.5x EBITDA multiple , matching its own.

Funds

Wall Street Mojo

JANUARY 17, 2024

Importance Profit And Loss Statement Vs Balance Sheet Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A profit-and-loss statement is a company’s financial record documenting costs incurred and revenues collected to determine the company’s profit for a specific accounting period.

Profitability

Wall Street Mojo

JANUARY 15, 2024

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Accountant

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 Institution

Peak Frameworks

MAY 2, 2024

The Role of Financial Analysis in Vertical Mergers Financial analysis underpins the decision-making process, involving: Financial Modeling: Creating models to forecast the financial performance of the merged entity.

Mergers

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt

Mergers and Inquisitions

NOVEMBER 1, 2023

Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. Advanced Financial Modeling : There’s a case study on Jazz Pharmaceuticals if you’re more interested in that vertical. For example, in the U.S.,

Private Equity

Mergers and Inquisitions

APRIL 12, 2023

In regions like London and Hong Kong , ACs are used for investment banking , sales & trading , and other areas at banks and consulting firms. I will focus on the investment banking AC here to avoid turning this article into a novella (for S&T tips, see the article on rates trading ). How much would it be worth?

Investment Banking

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. The government’s actions over the weekend did not seem to reduce panic in the sector, with regional banks like Western Alliance Bancorp and First Republic down by huge percentages in pre-market trading on Monday.

Banking

Mergers and Inquisitions

JULY 19, 2023

But if you consider long-only or “long-biased” funds, the liquidity and Beta are often higher: A fund that holds only stocks can easily sell them, and the lack of short positions makes it easier to unwind trades. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds

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

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. see the fixed income trading article for the full list ). What if there’s a recession or a slowdown in global trade? You cover quarterly earnings and send updated models and notes to clients and other teams.

Equities

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. Quant finance , prop trading , or certain types of hedge funds might be a better fit for you. This week, though, I am posting a public service announcement. ChatGPT for Email: What Next?

Investment Banking

Cooley M&A

JULY 9, 2021

Key Takeaway : As courts increasingly rely on deal price as the most reliable indicator of fair value in an appraisal proceeding, buyers should carefully document and quantify any expected synergies reflected in their financial models used to support the deal price. Panera Bread was a publicly traded company that JAB Holdings B.V.

Mergers and Acquisitions

iMerge Advisors

APRIL 16, 2025

This includes: Proprietary source code and architecture Patents and trade secrets Customer data and usage analytics Machine learning models and training data APIs, SDKs, and developer ecosystems These assets can drive premium valuations, especially in strategic acquisitions.

Valuation

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. Despite what renewable cheerleaders often claim, the entire industry is very dependent on government subsidies, tax incentives, regulation, and even monetary/fiscal/trade policy.

Investment Banking

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on. As with the job itself, the theme is breadth over depth.

Investment Banking

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 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.

Funds

Mergers and Inquisitions

APRIL 5, 2023

Trade Surpluses – Some countries, like Singapore, are not rich in commodities but serve as trade hubs and generate significant revenue from these activities. The approval process might take longer (say, 2-3 months rather than 1 month) because more people need to weigh in.

Recruitment

Wall Street Mojo

JANUARY 16, 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