OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

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Private Equity Equities Financial Modeling Financial Models 147

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

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Private Equity Equities Investment Valuation 147

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

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Private Equity Equities Recruitment Bulge Bracket 94

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?

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Private Equity Equities Capital Portfolio 105

OfficeHours

MAY 29, 2023

GENERALLY FOR INCOMING PE ASSOCIATES LOOKING TO LEVEL UP TO VP… Perfect for anyone starting their Private Equity Associate Job this summer… Discounts available for former OfficeHours Mentees, email nadia@getofficehours.com for more details Dive deeper into the details! You’ve got your dream private equity!

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Private Equity IT Financial Modeling Financial Models 130

Wizenius

JULY 2, 2023

In the world of finance, Private Equity (PE) stands as a strategic and dynamic investment approach that unlocks value in businesses. 1) First Stage - Acquire Private Equity firms embark on a meticulous search for investment opportunities, resembling detectives on a mission. Start your journey towards success today!

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Private Equity Equities Investment Financial Modeling 52

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?

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Private Equity Healthcare Equities Middle Market 59

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

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Private Equity Equities Investment Banking Financial Modeling 52

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 Modeling 105

Wizenius

JULY 9, 2023

They also tend to have broader exit opportunities, such as moving to private equity, corporate finance, or executive roles within large corporations. Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today!

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Bulge Bracket Boutique Financial Modeling Financial Models 52

Wizenius

JULY 17, 2023

Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Financial Modelling: Practice financial statements in Excel to build comfort and eventually transition to financial modelling. Communication: Enhance your communication skills.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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 banking, private equity , VC, etc.)

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Investment Investment Banking Finance Finance 147

How2Exit

JULY 3, 2023

The speaker mentions that if the seller's main goal is to retire or spend more time with their family, a private equity firm may not be the right buyer. Private equity firms often require the seller to stay involved in the business for a certain period of time and may offer additional incentives to keep them engaged.

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Mergers and Acquisitions Business Negotiation Private Equity 130

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. Mastery of Financial Regulations and Compliance: The financial world is heavily regulated.

Finance 52

Finance Finance IT Financial Modeling 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide to Valuation For software founders and CEOs, few questions carry more weight than: What is my software company worth? Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions.

Valuation 40

Valuation M&A Discounted Cash Flow Profitability 40

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 ).

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Accountant Finance Finance Profitability 98

iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. Sophisticated buyers will scrutinize your financials, customer metrics, contracts, and team. Timing also matters.

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M&A Valuation Private Equity Negotiation 40

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. LEARN MORE: Understanding the SaaS Financial Model: Key Concepts and Methods Common COGS expense line items for software companies include: Hosting expenses to deliver the actual software.

Profitability 95

Profitability Professional Services Business IT 95

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. Valuation Techniques: Employing discounted cash flow (DCF) and comparative analysis to ascertain the target’s value.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

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Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

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Investment Banking Banking Bank Investment 59

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. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below).

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Investment Banking Banking Bank Investment 52

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.

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Funds Management S&P 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.). lower intensity).

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Funds Asset Management Management Equities 52

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Gone are the days when the high-burn, growth-at-all-cost model was considered an attractive asset.

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Tyton Partners

FEBRUARY 3, 2025

Key areas of focus for investment include technology platforms that enhance learning outcomes, services improving operational efficiency, and innovative financial models that make education more affordable and sustainable.

Education 52

Education Sale Investors Medical 52

Focus Investment Banking

DECEMBER 5, 2024

Bankers generally include a nominal monthly services fee to cover the costs of compiling materials, creating financial models with projections, and the work of reaching out to hundreds of potential acquirers in the space, negotiating pricing and terms and walking through the diligence and closing process with the seller.

Business 52

Business Sale Negotiation Accountant 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 ).

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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. Appraisal / Valuation Real estate appraisal is the process of valuing a property, which is essential when it is being sold.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Key components of a strong deal include: Valuation: Based on EBITDA, ARR, or revenue multiples, depending on your model.

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Negotiation M&A Valuation Private Equity 40

Lake Country Advisors

JANUARY 13, 2025

M&A advisors provide end-to-end services, ensuring precision in handling all aspects of a transactionfrom valuation to closing. Evaluate the Value of the Business An accurate valuation lays the groundwork for a successful M&A transaction. Below are the critical roles they play.

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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.

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Capital Market Capital Corporation 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. Institutional VCs take a more holistic view and care more about whether a market is promising in general.

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Capital Corporation Funds Investment 59

Lake Country Advisors

MARCH 13, 2025

Conducting Market Research and Valuation A well-researched valuation builds trust and ensures both parties have a clear understanding of the businesss worth. Brokers rely on data-driven research, financial modeling, and industry-specific insights to determine an accurate market price.

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