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

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? Teams are often bought and sold based on this future potential rather than today’s cash flows.

Investment Banking

Chesapeake Corporate Advisors

JANUARY 15, 2025

This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. Offit Kurman served as legal counsel to Fireline.

Corporation

Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling.

Corporation

Chesapeake Corporate Advisors

JUNE 23, 2025

By updating financial projections on a regular basis and assessing the financial outcomes of various scenarios, FP&A enables you to make informed decisions based on data, rather than gut instinct. For example, financial modeling can help you: Determine whether to make new investments. Test different paths.

Financial Modeling

CNBC: Investing

AUGUST 6, 2025

export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next generation," CEO Lisa Su said during a call with analysts. AMD is executing well toward its target financial model, but we remain Neutral as shares appear to be nearly fully valued."

S&P

Wall Street Mojo

JANUARY 3, 2024

What Is Sales Return Journal Entry? Sales Return in terms of payroll journal entry can be defined as the one which shall be used to account for the customer returns in the books of account or to account for when there is a return of goods sold by the customer due to defective goods sold, or misfit in requirement of the customer, etc.

Sale

Software Equity Group

OCTOBER 31, 2023

At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. This makes financial modeling an invaluable tool for any company, but it’s important to understand that it is built on numerous assumptions and inputs.

Financial Modeling

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

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. Is it worth it? I will discuss this below.

DCF

Wall Street Mojo

JANUARY 15, 2024

They are typically derived from sources like the payroll system, financial statements, reports, sales and purchase data, invoices, inventory , etc. Data can be anything like sales ledger Sales Ledger A sales ledger is a ledger entry that records any sale in the book of records, even if the payment is received or not yet received.

Accountant

OfficeHours

AUGUST 9, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank.

Private Equity

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

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. It is an asset because the company has made the sale but is yet to receive the money. Start Learning Now How to Read Balance Sheet Assets?

Accountant

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

Wall Street Mojo

JANUARY 15, 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

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 ).

Accountant

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. Add to it all the incoming cash from various sources like cash sale of goods or services, proceeds from the sale of assets or investments, the funds acquired by the issue of shares or through bank loans, etc.

Accountant

Wall Street Mojo

FEBRUARY 8, 2024

During the sale procedure, the buyer has to pay some amount from their own pocket, which are not related to mortgage payment. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Insurance

Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up. How much money?

Investors

OfficeHours

AUGUST 20, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank.

Private Equity

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 speakers also touch upon the perspective of the buyer in a sale transaction.

Mergers and Acquisitions

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities

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

Wall Street Mojo

JANUARY 17, 2024

Profit and Loss Statement Explained The P&L statement is a financial report containing a company’s costs, profits , and revenue. It also demonstrates the company’s ability to increase sales and profits by controlling its debts and costs. In some business, the income tax will be a part of the cost of sales.

Profitability

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. How do I prepare my business for sale or to attract investors? It is important to ensure your financials or your point-of-sale reports clearly separate revenue from these different sources.

Business

Presser & Co

MAY 8, 2023

By providing a pre-built 3-way model to potential buyers, you are guiding each buyer to assess your business rapidly and as a result, buyers can all assess your business at a similar rate, resulting in you and your M&A advisor maintaining the momentum of the sales process for longer and deeper into the sales campaign.

M&A

Software Equity Group

OCTOBER 25, 2023

In a business selling a material product, your volume of sales requires you to increase the amount you spend on materials to produce said product. 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

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 ).

Shares

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

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

Wall Street Mojo

JANUARY 15, 2024

Mergers and sales – In case the company has plans to merge with another suitable entity or is considering the option of selling some of its assets to raise funds or reduce costs, these shareholders have the power to approve it or vote against it. It is so since, to become one, his shareholding shall be over 50%.

Financial Models

Wall Street Mojo

JANUARY 16, 2024

These are the necessary expenditures and can be fixed or variable in nature like the office expenses, administration, sales promotion expense, etc. 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

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

Wall Street Mojo

JANUARY 15, 2024

. #2 – Documentation Under the documentation, the auditor collects written documents like purchase invoices, sales invoices, policy documents of the company, etc., which can be internal or external. This evidence is more reliable as there is some proof in writing based on which the auditor is forming his opinion.

Financial Statement

Mergers and Inquisitions

DECEMBER 6, 2023

You might think that as a Hedge Fund Analyst , you’ll do deep market research, speak with counterparties, suppliers, and customers, and build detailed financial models to support your views… …and you would do those things if you were at a single-manager hedge fund. What Do You Do as a Multi-Manager Hedge Fund Analyst?

Funds

Cooley M&A

JULY 9, 2021

In the Delaware appraisal decisions that have followed, the court has consistently found deal price (minus synergies) to be the most reliable indicator of fair value, so long as there was a sufficiently robust sales process that bore “objective indicia” of reliability. Pre-Payment of Appraisal Award Non-Refundable. Conclusion. 1] In Halpin v.

Mergers and Acquisitions