Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. The Top Growth Equity Firms Why Did Growth Equity Get So Popular?

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? In most of the world, healthcare is either government-run or a mixed public/private sector. Are there many private healthcare companies for PE firms to acquire?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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. investment banking, private equity , VC, etc.) Are you preparing for the buyside?

DCF 147

DCF Discounted Cash Flow Finance Finance 147

Mergers and Inquisitions

MAY 29, 2024

Project Finance vs. Corporate Finance: Recruiting We’ve covered investment banking recruiting , private equity recruiting , and even “ corporate finance at normal company ” recruiting many times on this site, so I’ll refer you to those articles. That’s a critical part of any LBO model.” an equity IRR of 7% to 13%).

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Mergers and Inquisitions

JULY 3, 2024

When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job.

Recruitment 59

Recruitment Private Equity Equities Funds 59

Mergers and Inquisitions

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. appeared first on Mergers & Inquisitions. As usual, the truth is somewhere in between.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Anti-trust Issues: Especially in North America, regulatory scrutiny can delay or derail mergers that significantly alter market dynamics.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

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 59

Financial Modeling Financial Models Private Equity M&A 59

How2Exit

JULY 3, 2023

Ron Concept 1: Specializing In Business Acquisitions And Mergers Business acquisitions and mergers are complex processes that require careful planning, strategic decision-making, and expert guidance. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. They over-complicated the financial model (e.g., So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.”

Equities 105

Equities Valuation Financial Statement Financial Models 105

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. With this one, you need to look at the entire category , which means merger arbitrage on one end and activist on the other.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

An equity researcher might need insights from the tech department to evaluate a fintech startup's potential. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course. Consider the negotiation nuances during AT&T's merger with Time Warner.

Finance 52

Finance Finance IT Financial Models 52

Mergers and Inquisitions

APRIL 5, 2023

Sovereign Wealth Fund Strategies Sovereign wealth funds can invest in almost anything, from equities to fixed income to real estate, infrastructure, private equity, hedge funds, and more. So, your best option in most cases is to gain traditional investment banking or private equity experience and use that to move in.

Recruitment 59

Recruitment Funds Private Equity Investment 59

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. Tiger Global is another example of this issue: It started as a hedge fund but later expanded into private equity and venture capital , with different teams for each one.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. OK, now to the good news: This situation is starting to change.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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. Improve Your Communication Skills – Finally, if you want to advance in industries like investment banking and private equity, you must improve your communication skills.

Investment Banking 59

Investment Banking Debt IT Finance 59

Mergers and Inquisitions

FEBRUARY 28, 2024

You cover quarterly earnings and send updated models and notes to clients and other teams. The differences vs. equity research lie in the details: Financial models focus on the downside scenarios and analyze each issuance separately: the Yield to Worst , Yield to Maturity , Recovery percentages, and the default risk.

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

JULY 19, 2023

More differences emerge when you compare long-only hedge funds to long-only asset management: Investment Analysis and Financial Modeling You complete similar analyses and financial models at any “fundamental” firm ( long/short equity , long-only, activist , event-driven , etc.).

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Banking Bank Investment 59

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.

Investment Banking 59

Investment Banking Management Banking Bank 59

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

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

FEBRUARY 18, 2025

Case Study: When Engineering Becomes a Liability The company had already received its first tranche of Private Equity investment. A financial model breaking down cost, value, effort, and time. However, no Tech DD had been performed before the deal. Not a popular choice, but essential for survival.

Engineering 130

Engineering M&A IT Financial Models 130

Mergers and Inquisitions

MAY 28, 2025

The Private Credit Recruiting Process The same on-cycle and off-cycle recruiting processes in private equity also exist in private credit, but off-cycle recruiting represents a much higher percentage of the total. The private equity mega-funds with huge credit arms (Ares, Apollo, etc.) A: See above.

Capital Market 59

Capital Market Corporation Capital Banking 59

Mergers and Inquisitions

APRIL 30, 2025

Financial Modeling and Valuation: When you analyze a potential investment in CVC, you might look ahead to potential synergies if your firm ends up acquiring the startup in the future. appeared first on Mergers & Inquisitions. Yes, its very speculative, but it also never comes up in traditional VC.

Capital 59

Capital Corporation Funds Investment 59

Lake Country Advisors

JANUARY 13, 2025

Selecting the proper professional depends on the scale and scope of your business and your financial goals. An M&A advisor is a specialized professional who guides businesses through the intricate mergers and acquisitions process. What Is an M&A Advisor?

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Brokers rely on data-driven research, financial modeling, and industry-specific insights to determine an accurate market price. Customizing Financing Solutions : Depending on the deal’s requirements, brokers advise on options like loans, equity financing, or hybrid models that balance risk and reward.

Broker 52

Broker M&A Business Negotiation 52