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

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Bank Banking 52

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

The Deal

AUGUST 4, 2023

The post Activist Investing Today: Campaign’s Fein Talks Tenure, AI, McDonald’s appeared first on The Deal. In addition, cybersecurity and the growth of artificial intelligence are both legitimate issues corporations must examine and consider when identifying director candidates, he said. “But

Investment 52

Investment Government Management Business 52

European Investment Bank

JUNE 28, 2023

The approach encompassed a decision-making tool, the SASB five-factor model, to evaluate potentially material topics, specifically applied to the EIB. In preparing this report, the EIB updated the materiality assessment carried out in 2018 in accordance with the SASB framework.

Investment Banking 52

Investment Banking Bank Banking Investment 52

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

MAY 10, 2024

What’s been the main topic of conversation on your desk over the last month? One topic is that US data has been surprising to the upside and the economy has remained resilient. Asset allocation is an important and timely topic. The SEC’s T+1 mandate is undoubtedly the biggest topic at the moment.

Trading 62

Trading Investment IT Equities 62

Tyton Partners

APRIL 30, 2024

Our team here at Tyton Partners was out in force at this year’s ASU+GSV conference, with almost 30 of our strategy consultants and investment bankers on-site in San Diego. Seen and heard over the noise of the crowd: The post 10 Ruminations on ASU+GSV 2024 on Higher Education, EdTech, and People appeared first on Tyton Partners.

Education 64

Education Collaboration Consulting Profitability 64

Global Banking & Finance

SEPTEMBER 1, 2023

From fiction to reality: The evolution of AI in the Finance industry By Alister Sneddon, Head of Product, CMC Invest AI in financial services is a hot topic, with some companies even appointing AI as their CEO. But can AI make better financial decisions than humans? And perhaps more importantly – should it?

Finance 52

Finance Finance Financial Services Investment 52

The Deal

FEBRUARY 8, 2024

on their own and then Engaged came out with their deck at a conference,” said Dan McDermott, a lecturer at Penn who created an activist investing class in 2021. said he started the course after realizing that much of the subject matter involved in the world of activist investing wasn’t being taught in U.S. “They found VF Corp.

Government 59

Government Corporation Corporate Finance Investment 59

Tyton Partners

JANUARY 18, 2024

The book has made me think a lot about the relationship between impact investing, philanthropy and the uncertain future which is unfolding. If you have any questions about this topic, please don’t hesitate to reach out at impact@tytonpartners.com. As many others have noted, what’s perhaps most new here is the pace of change.

Investment 52

Investment Education IT Government 52

European Investment Bank

JANUARY 11, 2024

The Evaluation function (IG/EV) of the European Investment Bank Group (EIBG) promotes accountability through evidence-based assessments of the Group’s performance and results. In 2023, IG/EV finalised three evaluations and launched four new ones on topics such as EIB Group’s Gender Strategy and its Climate Bank Roadmap.

Investment Banking 52

Investment Banking Accountant Bank Banking 52

PE Hub

MAY 24, 2023

In his role, he will work with the HEP portfolio on product, market and technology topics, as well as participate in diligence on prospective investments. The post HEP recruits Singh as operating partner appeared first on PE Hub.

Recruitment 41

Recruitment Portfolio Investment 41

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

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

Tyton Partners

OCTOBER 26, 2023

And as a result of the market conditions, investment activity continued to be tepid. This briefing covers key developments and issues over the last quarter that we feel are of particular interest to those operating and investing in vocational technology and the future of work in the UK and Europe more generally.

Education 52

Education Economics Collaboration Investment 52

Tyton Partners

AUGUST 3, 2023

This briefing is not exhaustive, but covers key developments and issues over the last quarter that we feel are of particular interest to those operating and investing in vocational technology and the future of work in the UK and Europe more generally.

Education 52

Education Collaboration Economics Investment 52

How2Exit

FEBRUARY 12, 2024

They can generate passive income and provide long-term wealth." - Matt Raad rn "The key to success in website investing is understanding the basics of website development and conducting thorough due diligence." - Matt Raad rn "Buying and selling websites is like trading fine red wines.

Business 130

Business Portfolio Profitability M&A 130

H. Friedman Search

APRIL 11, 2024

There seems to be a common pattern among public finance firms, whether they be investment banks, regional banks, boutiques, or large and small law firms. The purpose of writing about this topic is to let you know that you have to expect things to be moving much slower before offers are being tendered. What’s the pattern?

Finance 187

Finance Finance Bulge Bracket Bank 187

Beyond M&A

MARCH 3, 2023

So here are some unusual topics that could be discussed during a tech due diligence process: 1. This topic is especially relevant for companies with a significant technology footprint that significantly impacts the environment. This would be especially useful for larger firms and those that want to keep track of their ESG credentials.

Private Equity 130

Private Equity Investors IT M&A 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

Beyond M&A

OCTOBER 2, 2023

In addition, I listened to a Podcast where one of the large Due Diligence providers stated there was a ‘ pattern in DD ‘ My thinking was, ‘ If there’s a pattern, aren’t people wasting time and money, and can’t we identify those patterns before a firm goes into a sale or investment process?

Investors 147

Investors Corporate Finance Investment M&A 147

The TRADE

FEBRUARY 13, 2024

In a statement released on 13 February, ESMA said it no longer expected National Competent Authorities (NCAs) to prioritise supervisory actions towards investment firms relating to the periodic reporting obligation to publish the RTS 28 reports.

Consulting 57

Consulting Investment Investors Trading 57

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. rn The company has a capital investment arm, facilitating deals and providing opportunities for passive small business investing.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

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

Wizenius

AUGUST 7, 2023

Even the banks where you deposit your money are legally required to retain only 3-10% of their funds, allowing the remaining to be invested or lent out. This is a critical concept covered in **investment banking courses after 12th**, as it forms the foundation of financial decision-making.

Valuation 52

Valuation Investment Banking Financial Analysis Financial Modeling 52

The TRADE

FEBRUARY 5, 2024

While the industry has – and continues to – unpack the importance of trade automation and the interconnectedness of global markets when it comes to discussions around T+1, the time has come to assess the investment funding side of the topic, as well as the settling of trades, explained the report.

Trading 102

Trading Stock Investment Funds 102

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

Mergers and Inquisitions

JANUARY 24, 2024

They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms). How would you screen the market and use your network to find potential investments? multiple of invested capital in this deal? multiple and 30% IRR?

Equities 104

Equities Valuation Financial Statement Financial Modeling 104

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

FineMark

DECEMBER 7, 2023

It’s time well invested to protect yourself and your loved ones during this holiday season. Remember, knowledge is the best defense against cybercrime and fraud. Stay informed, share this information with your friends and family, and take proactive steps to safeguard your personal and financial information.

Securities 52

Securities Financial Statement Media Shares 52

The TRADE

APRIL 23, 2024

Noted earlier in the discussion, this speaker highlighted the trading desk’s role within a wider financial organisation as a retainer of alpha, highlighting the importance of this in the overall investment process. Our trading group are viewed as part of the investment process with interaction and culture aligned.

Trading 52

Trading Engineering Investment Equities 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

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

Accenture Capital Markets

SEPTEMBER 5, 2023

As firms build out their future wealth platform , this journey will include partnering with wealthtechs; investing in a robust data pipeline; executing a digital decoupling; and equipping your firm’s operating model and culture with ongoing innovation. To learn more, download our full report, “ Technology Vision 2018.”

Management 92

Management Business Investment Capital Market 92

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