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Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Due Diligence: A Deep Dive Due diligence is a comprehensive investigation of a target company’s financial, operational, and legal aspects. Identify any potential financial risks or liabilities.

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Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

But I want to be fair, so I will present their positives and negatives here. Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. In my view, corporate finance jobs are not ideal “stepping stone roles.”

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Off-Cycle Private Equity Recruiting: How to Prepare for the Slow Grind to the Finish Line

Mergers and Inquisitions

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.

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Strategic Finance Jobs: An Upgrade Over Corporate Finance, or a Smoke Screen for Standard FP&A Work?

Mergers and Inquisitions

Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices. Initially, it’s more of an Excel, research, and number-crunching role, but it shifts to presentations and communications as you move up. end up in these roles.

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M&A Blog #15 – valuation (tools and data preparation)

Francine Way

Just as any home appraiser or credit officer does before going through the analytical exercise to produce a score for a home or a borrower, valuation professionals go through several steps of preparation before the actual exercise of producing a number that can be used as a value of a company.

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M&A Blog #16 – valuation (Discounted Cash Flow)

Francine Way

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. The major steps of DCF are: Identify extraordinary, unusual, non-recurring items from the target’s 10-Ks and 10-Qs.

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M&A Blog #24 - Merger Relative Valuation

Francine Way

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here.

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