Wall Street Mojo

JANUARY 18, 2024

Trial Balance Meaning Trial Balance is the report of accounting in which ending balances of a different general ledger of the company are and is presented into the debit/credit column as per their balances, where debit amounts are listed on the debit column, and credit amounts are listed on the credit column. read more of the organization.

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. read more and balance sheet Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time.

Accountant 98

Accountant Finance Finance Profitability 98

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The transcript also emphasizes the importance of not giving up too much too soon.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

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). The basic set of steps looks like this: Step 1: Forecast Revenue and Expenses This is the same as in any other 3-statement model or DCF.

Valuation 64

Valuation DCF Debt Financial Models 64

Tyton Partners

FEBRUARY 3, 2025

As we project toward 2025, this sector is poised to sustain its robust performance, driven by substantial investor interest and the opportunities presented by a highly fragmented market. In 2025, investors are expected to focus increasingly on companies that enhance operational efficiencies within the education sector.

Education 52

Education Sale Investors Medical 52

Wall Street Mojo

JANUARY 15, 2024

Furthermore, auditors often use external confirmation to verify the accuracy of certain financial information. This may involve contacting third parties, such as banks or suppliers, to corroborate the details presented in the financial statements. which can be internal or external.

Financial Statement 52

Financial Statement Financial Models Financial Modeling Accountant 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.

Bank 123

Bank Banking Funds Government 123

Wall Street Mojo

JANUARY 16, 2024

It aims to nullify the difference in the same or next accounting period Accounting Period Accounting Period refers to the period in which all financial transactions are recorded and financial statements are prepared. Balance reconciliation is required to ensure that all purchases and sales transactions are recorded properly.

Accountant 52

Accountant Bank Banking Financial Models 52

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

APRIL 12, 2023

You’re better off developing a broader set of skills , such as how to work in a group, prioritize emails, and give a simple presentation, rather than memorizing technical details. In regions like London and Hong Kong , ACs are used for investment banking , sales & trading , and other areas at banks and consulting firms.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Mergers and Inquisitions

JANUARY 10, 2024

In wealth management, you advise the same clients over long periods , but in IB, you hop from deal to deal – though some groups do operate on more of a “client service” model. Think: benchmarking portfolios rather than modeling companies. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Bank Banking 59

Software Equity Group

APRIL 9, 2024

Typical documents exchanged during the due diligence phase of an M&A transaction include documents such as the CIM, financial models, customer analysis, employee census, vendor agreements, sales contracts , intellectual property such as trademarks and copyrights, and so on.

Negotiation 52

Negotiation M&A Investors Shares 52

iMerge Advisors

APRIL 16, 2025

Income Approach This method estimates the present value of future economic benefits derived from the IP. For example, if a proprietary algorithm enables a 20% cost reduction or drives $5M in annual upsell revenue, that incremental cash flow can be modeled and discounted to present value.

Valuation 40

Valuation M&A Engineering Negotiation 40

Mergers and Inquisitions

MAY 24, 2023

Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium.

Investment Banking 105

Investment Banking Bank Banking Investment 105

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. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Lake Country Advisors

FEBRUARY 6, 2025

Confidentiality is the backbone of any successful business sale. Securing confidentiality during a sale is one of a business broker’s most critical roles. Why Confidentiality Matters in Business Sales Confidentiality during a business sale is more than just a considerationit’s a fundamental necessity.

Broker 72

Broker Sale Business Securities 72

Mergers and Inquisitions

OCTOBER 11, 2023

But before presenting a full pro/con list, I want to start with a sector overview and the main pathways in: How to Get into Commercial Real Estate: Which Sector Do You Target? Junior-level roles consist of real estate financial modeling , reports and memos, due diligence, and meetings. For example, in the U.S.,

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

JANUARY 13, 2025

Identify Prospective Buyers Finding the right buyer is essential for a successful sale. M&A advisors emphasize: Confidential Offering Memorandum : A professional document highlighting your companys financial performance, growth opportunities, and competitive strengths. What Is a Business Broker?

Broker 52

Broker M&A Business Negotiation 52

Mergers and Inquisitions

MAY 28, 2025

For example, PC appeals to you because of the critical thinking required to evaluate the downside risk in deals; you use much less of this in IB since its a sales role. A: Maintenance covenants relate to financial metrics that the company must maintain after it raises Debt (e.g., no asset sales or dividend issuances).

Capital Market 59

Capital Market Corporation Capital Bank 59