Peak Frameworks

AUGUST 29, 2023

Harvard ranks #3 on our investment banking target school list , behind only UPenn and Georgetown. We make explicit note that this target school list is an investment banking list and many of Harvard's students opt to go directly to the buyside, which would hurt their placement here. hires into the top investment banks.

Investment Banking 52

Investment Banking Bank Banking Investment 52

OfficeHours

JULY 11, 2023

When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker.

Investment Banking 100

Investment Banking CFA Bank Banking 100

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. What is a “Bulge Bracket Bank”? The name “bulge bracket” (BB) comes from the prospectus for an IPO or debt issuance, which lists all the banks underwriting the deal.

Bulge Bracket 101

Bulge Bracket Bank Banking Boutique 101

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I got so tired of these debates that I never planned to cover this topic again. These points go back to the flawed concept of “ investment banking certifications.”

CFA 59

CFA Investment Banking Bank Banking 59

The TRADE

AUGUST 30, 2023

He [Hock] will be responsible to new important tasks within the Union Investment Group that deal with strategic issues surrounding future topics such as the token economy, digital assets and data science,” said a spokesperson for Union Investment’s asset management division. Hock declined to comment.

Trading 104

Trading Asset Management Management Portfolio Management 104

OfficeHours

JULY 11, 2023

Written by a Top OfficeHours Female Coach When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. The Series exams refer to a variety of licensing exams that are commonly associated with investment banking and related fields.

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Midaxo

APRIL 23, 2024

The best Corp Dev leaders know that the investment of time here pays off handsomely. investment banks, analyst firms, strategic consultancies.). AI is a hot topic today and many of the best Corp-Dev leaders are working with their partners to maximize on AI potential and share in the learnings.

M&A 147

M&A Investment Banking Analyst Corporation Investment Banking 147

Solganick & Co.

AUGUST 24, 2023

ACG LA Business Conference, September 12-13, 2023 – Beverly Hills, CA We are excited to meet our investment banking and private equity peers at this once-a-year event. This is one the best conferences to attend to learn about current and upcoming M&A trends and topics. Solganick also participates in DealSorce.

M&A 52

M&A Investment Banking Private Equity Advisory 52

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

M&A 52

M&A Capital Raising Investment Banking Financial Statement 52

Mergers and Inquisitions

AUGUST 23, 2023

Almost nothing is worse than recruiting for investment banking internships , winning an offer, preparing , completing the internship, and then not getting a return offer. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

SEPTEMBER 19, 2023

During the TradeTech FX Europe panel, the ever-present build versus buy topic arose. He added that the firm does not solely use its own TCA and banks are still employed and compared in order to get recommendations and develop continually.

Trading 109

Trading Bank Banking IT 109

OfficeHours

FEBRUARY 26, 2024

I recently joined a women’s network for my investing sector and I’m excited to meet other like-minded investors to trade ideas with and keep as part of my expanding social and professional circles. investment banking, private equity , VC, etc.) You can also check our various course curriculums for different careers (i.e.

Economics 130

Economics Finance Finance CFA 130

OfficeHours

JUNE 27, 2023

WHAT IS OFFICEHOURS OfficeHours is a career development company catered towards investment banking analysts and other finance professionals who just kicked off their careers. Coaching sessions vary by topic. We hand-select coaches on a per call basis. WHAT IS INCLUDED IN THE PERSONALIZED COACHING SESSION?

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun. Capital sources, like all of us, do not like surprises.

Capital 52

Capital Advisory Bank Banking 52

Focus Investment Banking

DECEMBER 26, 2023

Among other topics discussed at the meeting, non-compete agreements are losing their luster, as Delaware courts are invalidating them. Bill”) Snow, a FOCUS Managing Director, is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker.

Private Equity 52

Private Equity M&A Equities Insurance 52

How2Exit

FEBRUARY 18, 2024

b' E188: Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy - Watch Here rn rn About the Guest(s): rn Costa Tagalakis is an investment partner at Valsoft Corporation, a Canadian company specializing in the acquisition and operation of vertical market software businesses.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

Peak Frameworks

SEPTEMBER 10, 2023

The Current State of Social Mobility Social mobility in North America, especially in the United States, has been a topic of much debate and concern in recent years. For instance, Nordic countries like Denmark and Sweden, known for their high social mobility, exhibit more equitable wealth distribution World Bank.

Education 52

Education Economics Finance Finance 52

The TRADE

SEPTEMBER 29, 2023

A recent Coalition Greenwich report delved into the top trends affecting FX market structure, pinpointing ‘higher cost of accessing credit’, ‘more electronification of trade execution’, and ‘changing credit provision by banks’ as the main drivers. Not just best execution, also the regulatory requirements.

Trading 70

Trading Investment IT Bank 70

OfficeHours

AUGUST 6, 2023

This makes me more invested in our conversation overall. State the purpose of the email: State whether you are reaching out to learn more about a particular topic related to their industry focus or their firm in particular. investment banking, private equity , VC, etc.) and how our process works.

IT 130

IT Investment Private Equity Recruitment 130

Mergers and Inquisitions

SEPTEMBER 20, 2023

No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not. There are better and worse explanations for your answers, but in the absence of time travel, VC interviewers can’t determine if your startup investment pitch was “correct.” Which market is attractive?

Capital 59

Capital Valuation Investment Portfolio 59

How2Exit

JUNE 12, 2023

This is crucial because buying a business is a significant investment, and due diligence is crucial to ensure that the investment is sound. By working with Rapid Diligence, buyers can gain a better understanding of the risks and opportunities associated with a business and make more informed decisions about their investments.

Business 130

Business Investment Profitability Risk Assessment 130

The TRADE

FEBRUARY 22, 2024

Think of exchanges that now have a digital asset offering, banking giants which have dedicated units and the wave of experienced personnel who have made the transition from traditional finance to this burgeoning sector. Important to highlight that we are not only talking about assets on chain, but also cash on chain, i.e. e-money.

Finance 130

Finance Finance Trading Investors 130

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.” is better for domestic funds.

Private Equity 75

Private Equity Equities Recruitment Funds 75

Focus Investment Banking

NOVEMBER 13, 2023

Our first installment on this topic can be read here. One photonics industry executive aptly described the situation as follow: “Despite the high value and potential return on investment [state of the art optical] technologies can bring, they still require a significant capital outlay. Contact Brent at Brent.Costello@focusbankers.com.

Manufacturing 52

Manufacturing Mergers and Acquisitions Capital Telecommunication 52

Peak Frameworks

OCTOBER 17, 2023

Agenda items: Listing out the topics of discussion. Why it's Crucial: Starting with a clear understanding ensures you're aware of the topics that will be covered. Importance in the Finance Sector Minutes can heavily impact investment decisions. Objectives or purpose of the meeting: A brief on what was intended to be achieved.

Finance 52

Finance Finance Accountant Shares 52

Accenture Capital Markets

NOVEMBER 2, 2023

As our research shows (see graphic), RMs—firms’ costliest resource at 60-70% of the annual cost base according to our discussions with the leaderships of 20 banks in the region—perform too many tasks, and many of those (the red circles) even add little or no value for their customers. There must be a better way. But how to do that?

Management 85

Management Advisory Risk Management Business 85

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.” They are chiefly responsible for the identification and vetting of investment opportunities.

Capital 52

Capital Book-building Portfolio Investment 52

Focus Investment Banking

NOVEMBER 27, 2023

Last year, the hot topic of discussion at the East Palo Alto forum was cryptocurrency. Artificial Intelligence (AI) is all the rage now. (“Bill”) Snow, a FOCUS Managing Director, is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

FineMark

JANUARY 17, 2024

In other words, the less one pays at the time of initial investment, the greater the forward returns. Historically, investing at such levels results in lower future returns. Understanding this, we believe that investing in equities today will likely result in lower returns than in the recent past.

S&P 52

S&P Equities Valuation Investment 52

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Investment Banking 52

Investment Banking IT Finance Finance 52

Francine Way

JULY 11, 2017

Discounted Cash Flow (DCF) i s 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. to find the value estimate of a potential investment. The length of the holding period: Typically 5 to 7 years given the PE firm.

Valuation 130

Valuation M&A DCF Financial Statement 130

Mergers and Inquisitions

MAY 3, 2023

It’s not a likely interview topic, and it goes against my normal advice to focus on the core concepts , learn them very well, and skip the bells and whistles. But people who aim for investment banking roles are very much into those bells and whistles, so questions about the DDM and other “exotic” methodologies began rolling in.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. What distinguishes thriving government contractors from those that languish?

Government 52

Government Business Middle Market Corporation 52

Focus Investment Banking

JULY 17, 2023

Instead, by prioritizing audits and third-party merchandising efforts to a percentage of stores (for example, the top quartile of stores within a chain), you’re more likely to see a return on an investment. In addition to auditing compliance related topics, store visits can often be supplemented with merchandising objectives and actions.

Sale 52

Sale Retail Investment Banking Food 52

How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. The speaker suggests that buyers should reasonably expect the involvement of an investment banker, especially in larger transactions.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Accenture Capital Markets

MAY 8, 2024

With this in mind, I’d like to take a deep dive today into what reinvention could look like in investment banking—and provide you with a glimpse of how next-generation technologies could help to turn it into reality. And investing in process simplification and task automation. Embracing new technologies such as cloud computing.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wall Street Mojo

JANUARY 15, 2024

Income, transaction frequency, and bank access drive cash needs, with regional variations, cultural preferences, and government policies playing a role. Access to Financial Services Influence: Reliance on cash is impacted by factors such as restricted access to traditional banking services or the existence of alternative financial systems.

Economics 52

Economics Financial Transaction Business Management 52