Mergers and Inquisitions

JULY 19, 2023

When you hear the term “long-only hedge funds,” your first thought might be: “How can a hedge fund hold only long positions? Doesn’t that contradict the term ‘hedge fund’? Why would investors pay high fees for what is effectively a mutual fund?” These are all good questions.

Funds 52

Funds Asset Management Management Equities 52

How2Exit

MAY 20, 2024

Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. rn Key Takeaways: rn rn rn Typical leverage for large public companies is between 50-60% debt; anything higher is considered risky.

Business 130

Business Book-building Acquisitions Equities 130

How2Exit

AUGUST 27, 2023

Sam also discusses his involvement in the search fund community and how he helps aspiring entrepreneurs through boot camps and mentorship. rn The search fund community provides valuable resources and support for aspiring entrepreneurs. rn The search fund community provides valuable resources and support for aspiring entrepreneurs.

Business 130

Business Acquisitions Funds Shares 130

Mergers and Inquisitions

JULY 26, 2023

A long time ago, hardly anyone knew about search funds or search fund internships. 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.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

MAY 8, 2024

The “crazy hours” in investment banking are mostly unwarranted and reflect poor senior leadership, bad project management, and misplaced priorities. It often looks like this: Managing Director (MD): “Hmm… how can I generate more fees… I know, let’s pitch companies A, B, and C on unlikely deals X, Y, and Z.”

Investment 111

Investment Investment Banking Bank Banking 111

Mergers and Inquisitions

MAY 29, 2024

The term “Project Finance” at large banks refers to a group that operates like Debt Capital Markets or Leveraged Finance but for infrastructure rather than normal companies. In other words, if you lend $500 million to fund a new offshore wind development, what are your chances of losing money?

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours. Outsourced trading is no longer a taboo topic.

Trading 64

Trading Management Asset Management Funds 64

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. Could the company default on one of its issuances?

Equities 59

Equities Asset Management Debt Recruitment 59

Growth Business

JUNE 2, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success EXCLUSIVE: Target Global is to deploy around £87m (€100m) from its £435m (€500m) venture fund for companies at late Series A and upwards in 2023, according to its founding partner. We’ve tried to pick the best topics for each of the markets we’ve been in.

Funds 59

Funds Investment Capital Engineering 59

Focus Investment Banking

DECEMBER 26, 2023

In particular, companies in the logistics space likely will enjoy an enhancer to valuation if they utilize cutting edge technology. If a business owner does not want to sell, then buyers have limited recourse to buy companies. The panelists used a quaint Midwest colloquialism to state that technology “rules the roost for deals.”

Private Equity 52

Private Equity M&A Equities Insurance 52

Mergers and Inquisitions

AUGUST 16, 2023

I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms. As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S.

Private Equity 82

Private Equity Equities Recruitment Funds 82

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Portfolio Private Equity 130

Peak Frameworks

AUGUST 15, 2023

Insider trading , a highly controversial topic in financial ethics and law, involves the trading of a public company's stock by individuals with access to non-public, material information about the company. Contrary to popular belief, not all insider trading is illegal.

Trading 52

Trading Financial Market Stock Investors 52

Francine Way

JUNE 28, 2020

It is very common for a Corporate Strategy & Development person (especially those with cross-functional project management background) or a CEO’s Chief of Staff to be tasked with the responsibility of generating a monthly / quarterly report of some sort for the executive team, the Board of Directors (BoD), or both.

S&P 130

S&P Collaboration IT Sale 130

How2Exit

FEBRUARY 5, 2024

With a background in multifamily real estate and finance, Chandler brings his expertise to the company, which specializes in commercial lighting retrofit projects for large apartment complexes. They focused on rebranding the company as Get Green NOI and expanding their services beyond lighting retrofitting.

Business 130

Business Book-building Acquisitions Profitability 130

Focus Investment Banking

MAY 23, 2024

It’s not just the human deaths I find regrettable and tragic, but it’s company deaths, as well. The company grew and expanded into a full product line, but the credit squeeze of 2008 put them in the grave. Likewise, the first Circuit City store I visited was in the early 1980s on a tire company business trip to North Carolina.

Business 52

Business Book-building Profitability Sale 52

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” It is the most senior position in venture capital.

Capital 52

Capital Book-building Portfolio Investment 52

How2Exit

JUNE 6, 2023

However, he landed an internship with a gas company, which he found unfulfilling. He then went on to work for Accenture, where he started his career in technical management. He now runs his own company, Dub Value Creation, where he helps small businesses grow and execute successful M&A deals.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

Wall Street Mojo

JANUARY 15, 2024

Transaction motive plays a significant role in uninterrupted economic operation by ensuring funds are available for all economic activities. It serves immediate needs and daily operations, while speculative motives safeguard against losses and aid in potential capital gains, illustrating contrasting goals in money management.

Economics 52

Economics Financial Transaction Business Management 52

Cooley M&A

DECEMBER 14, 2020

On November 24th, Burson Cohn & Wolfe (BCW) brought together experts from across financial services to discuss current activity and prospects for special purpose acquisition companies (“SPAC”). The group covered a wide range of topics during the 90-minute session, including three key themes highlighted below.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Wall Street Mojo

JANUARY 15, 2024

Operating lease accounting plays an important role when it comes to managing the transactional affairs relating to the lessee and lessor relationship in this type of lease arrangement. These guidelines seemed to not have a uniform impact on the companies that used it. Show the journal entry for the operating lease transaction.

Accountant 98

Accountant Financial Modeling Financial Models Valuation 98

Cleary M&A and Corporate Governance Watch

APRIL 17, 2023

In 2019, the (then Dutch) parent company of Shell was sued by an NGO, Milieudefensie, for breach of its duty of care towards Dutch nationals. Derivative claims can arise from an actual or potential act or omission by a company director, involving negligence, default, breach of duty or breach of trust.

Underwriting 52

Underwriting Investors IT Corporation 52

How2Exit

MAY 9, 2023

This involves researching the industry, the company, and the market. Concept 2: DSOs and MSOs Buy Practices One of the topics discussed on the How to Exit podcast is the purchase of dental and medical practices by Dental Service Organizations (DSOs) and Medical Service Organizations (MSOs).

Business 130

Business IT Investment Economics 130

Growth Business

JUNE 7, 2023

The crucial question we are looking for an answer to when we view this is to what extent the business can miss its targets and yet still achieve meaningful goals that mean it will be worth more at the next funding round/exit. #3 5 – Data room = Nice to have The data room is the folder where you keep all the in-depth company detail.

Investors 70

Investors Business Sale Investment 70

Cooley M&A

JANUARY 23, 2024

Strained access to public markets and funding The IPO market remained relatively inactive in 2023, leading many life sciences companies looking to raise funds to turn to other exit strategies. This is the case particularly for companies primarily or exclusively focused on developing early-stage assets.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Mergers and Inquisitions

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets.

Bulge Bracket 104

Bulge Bracket Bank Banking Boutique 104

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business.

Trading 52

Trading Portfolio Management Asset Management Management 52

Razorpay

OCTOBER 27, 2023

Payment security refers to the processes and practices used to safeguard financial transactions, funds and personal information of clients from threats like online and offline payment fraud, unauthorized access, and data breaches. Mention that your company employs a reliable payment gateway that complies with PCI standards.

Securities 98

Securities Bank Banking Business 98

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. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Transactional Delights

FEBRUARY 14, 2021

Today’s topic broadly covers the current shareholder landscape. public companies ’”. The obvious counter to the view that Fink is showing more teeth in this letter is that BlackRock consists of mostly passive index funds that can’t sell a company that doesn’t comply with its request since that particular capital is mostly permanent.

Retail 40

Retail M&A S&P IT 40

How2Exit

JUNE 12, 2023

Ron Concept 1: Rapid Diligence Helps Buy Businesses Rapid Diligence is a company that specializes in helping people buy small businesses, mostly online, but they have also worked with traditional businesses as well. Rapid Diligence has a track record of success in buying, growing, and exiting e-commerce businesses. or contract. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

GillAgency

FEBRUARY 10, 2022

The challenges and successes that we have seen, puts us at a vantage point to cover this very important topic. Exiting a business is most likely the single most important thing a company will do. If you do not want to read all the sections, we have listed the topics in a table of contents here as well.

Business 52

Business Sale Broker IT 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts.

S&P 52

S&P Investment Portfolio Corporation 52

How2Exit

JULY 3, 2023

Professionalizing the financials, managing expectations, seeking professional guidance, and fostering collaboration are all essential elements in ensuring a successful outcome. The speakers advise entrepreneurs to think about what they really want to do and evaluate their passion for running the company.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130