Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Visit www.kavaliro.com About Accordion Accordion is a financial consulting firm uniquely focused on private equity. ORLANDO, FL.,

Consulting 40

Consulting Sale IT M&A 40

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. What Are Corporate Finance Jobs? not banks or investment firms).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

The TRADE

AUGUST 25, 2023

Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.

Asset Management 52

Asset Management Equities Management Professional Services 52

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Profitability: What is the targeted return on invested capital (ROIC), return on assets (ROA), or return on equity (ROE) - along with the payback period.

M&A 130

M&A Acquisitions Consulting Capital 130

OfficeHours

OCTOBER 27, 2023

OfficeHours is an online platform that provides 1-on-1 coaching, training, and advice to help you land a job in competitive finance careers including investment banking, private equity, growth equity, venture capital, and hedge funds.

Entertainment 130

Entertainment Investment Banking Media Banking 130

Solganick & Co.

FEBRUARY 16, 2022

in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Wipfli also adds expanded capabilities in cloud computing, ERP solutions, and outsourced accounting. “We

Consulting 52

Consulting IT Sale M&A 52

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Explore the role of private equity now. Currently, inflation in the U.S.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

JULY 4, 2023

Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.

Sale 130

Sale Private Equity Recruitment Equities 130

OfficeHours

JUNE 22, 2023

More surprisingly, a handful of private equity associates have also reached out about being laid off or being put on performance plans in a tough market. Or maybe you feel you have enough experience and want to jump into an investing role at a hedge fund, private equity firm, or VC fund. Do you want to be a career banker?

Investment Banking 130

Investment Banking Banking Bank Investment 130

OfficeHours

JUNE 26, 2023

Learn how to condense your banking or consulting projects into three impactful bullets per section, with each bullet restricted to a maximum of two lines. We’ll guide you on what to include and what to exclude, ensuring that you focus on relevant information that aligns with your lateral switch or private equity aspirations.

Private Equity 130

Private Equity Equities Recruitment Investment Banking Analyst 130

How2Exit

MAY 20, 2024

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

Business 130

Business Book-building Equities Acquisitions 130

OfficeHours

OCTOBER 31, 2023

Check out our Private Equity Curriculum Celebrating 10/31 with LIMITED ACCESS to $10.31 Our flagship program has placed mentees into most major private equity firms since launching in 2020. You’ve got your dream private equity! But that is just the first step of the private equity journey.

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

Razorpay

JULY 11, 2023

What is a Current Account? A current account is a kind of deposit account for individuals and organizations that deal with a huge number of transactions. The scale of these transactions is too large for a regular savings account. Read more: What is a Current Account? What is RazorpayX?

Accountant 40

Accountant Banking Bank Business 40

OfficeHours

MAY 24, 2023

If you would like a leg up in the recruiting process, consider pursuing courses that focus on finance, accounting, statistics, mathematics, engineering, and economics. Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading. and how our process works.

Investment 147

Investment Investment Banking Finance Finance 147

Growth Business

JULY 24, 2023

It was also suggested that Government and the British Business Bank consult with one another to create a fund focused on women and ethnic minority founders. Currently, 80 per cent of funding goes to firms in the ‘Golden Triangle’ of London, Cambridge and Oxford, despite these accounting for just 19 per cent of all small businesses. .

Capital 97

Capital Funds Business Government 97

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 105

Investment Banking Banking Bank Investment 105

The TRADE

JULY 24, 2023

When it comes to TCA in fixed income, the expert panellists were clear that it is on the rise, despite being a comparatively harder task to implement than in the equities space, with decisive hurdles to overcome on the road to adoption. The post Can the use of TCA in fixed income mirror equities? appeared first on The TRADE.

Equities 52

Equities Trading Engineering Consulting 52

How2Exit

MARCH 24, 2023

They can help them with things such as accounting, profit and loss statements, and other financial documents. Concept 3: Equity in Exchange For Value Equity in exchange for value is a concept that has become increasingly popular in recent years. This involves getting a loan from a lender based on the company’s income.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

How2Exit

MAY 30, 2023

We are seeing an increasing amount of private equity entering the veterinary space, both at the clinic level and the pet product level. Private equity is already investing heavily in the pet industry, and it is expected to continue to grow. making it highly competitive to get into.

Private Equity 130

Private Equity Business Equities Investment 130

OfficeHours

JULY 18, 2023

Many young professionals in investment banking, consulting, or related fields often wing a few interviews in private equity or other buyside roles to “see how it goes” before they get serious about landing an offer. First off, the world of private equity, buyside roles, and finance in general is small.

Private Equity 130

Private Equity Recruitment Investment Banking Equities 130

How2Exit

JUNE 13, 2023

He has worked in private equity, corporate strategy, and has been the CEO of multiple businesses. Nick now focuses on helping entrepreneurs achieve eight or nine-figure exits through his consultancy work. rn Private equity firms look for unique and remarkable businesses in growing markets.

Business 130

Business Private Equity Acquisitions Equities 130

How2Exit

OCTOBER 2, 2023

b' rn 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. Barnett is a small business expert, consultant, and author. Their team is experienced in M&A, and they hire the best talent available.

Business 130

Business Acquisitions M&A Finance 130

Software Equity Group

MARCH 18, 2024

Software Equity Group’s expertise becomes invaluable for those whose exit strategy involves seeking majority investment or strategic sale. Finally, our network goes beyond buyers and investors to include other professionals, such as legal advisors, accountants, and consultants, who provide support and ensure a smooth transition.

Equities 52

Equities M&A Negotiation Investors 52

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

How2Exit

APRIL 17, 2023

This is what Mariplex did, and it allowed the company to be recapitalized by Vitruvian Partners, a 20-plus billion dollar private equity firm. This allows for more collaboration, more accountability, and more learning. A consultant can provide valuable insight and advice on how to best approach a company's exit strategy.

M&A 130

M&A Consulting IT Business 130

The TRADE

SEPTEMBER 30, 2024

Luke Holmes, head of equity sales trading, US clients at Kepler Cheuvreux left the firm after five years, as revealed by The TRADE. Holmes joined Kepler in 2019 having previously served in equity sales trading roles at Sanford C. Janus Henderson Investors appointed Francesca Alesi as a junior equity trader, based in London.

Trading 64

Trading Sale Equities Asset Management 64

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. McKinsey reckons that 60 per cent of employees could save 30 per cent of their time with workflow automation, with automated accounting software, for instance.

Business 64

Business Finance Finance Accountant 64

OfficeHours

JULY 18, 2023

Practice your introduction Similar to how you should prepare the answer to “tell me about yourself” in banking, consulting, and private equity interviews, a call with a headhunter usually involves the same type of question right off the bat. Has your FT IB Start Date been pushed back? This guide has you covered!

Recruitment 130

Recruitment Private Equity Equities Investment Banking 130

How2Exit

JUNE 10, 2024

Senator and transitioned into the financial sector with Ernst and Young in their consulting group. Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. The accounting is certainly key.

Investment Banking 100

Investment Banking Business Investment Banking 100

OfficeHours

JUNE 2, 2023

Listen, as much as bankers and consulting hardos want to convince you otherwise, we are human beings, and we need our rest and focus to stay attentive. investment banking, private equity , VC, etc.) BEFORE you actually hit the desk. With all the great options out there – what is the best one to choose? and how our process works.

Investment Banking 147

Investment Banking Banking Bank Investment 147

Francine Way

JUNE 22, 2020

Specifically, they should be interested in what each party brings to the transaction, each party’s equity share in NewCo, and the issues / risks associated with the transaction. Negative equity balance. For the accounting professionals out there, earnings manipulation is a matter of concern. Working Capital deficit.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

OfficeHours

JULY 11, 2023

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. Yes, for sure Maybe, depends on the opportunities Probably not Check Out All Our Blog Posts Why Do Consultants Perform Better Than Investment Bankers In PE Interviews?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Lake Country Advisors

OCTOBER 31, 2024

Key Considerations Before Buying In: Equity and Ownership : Determine what percentage of the business you’re acquiring, as it will influence your role in decision-making, profit distribution, and overall control within the company. Ensure equity contributions—whether monetary or through expertise—are accurately reflected.

Business 52

Business Profitability Debt Shares 52

OfficeHours

JUNE 27, 2023

Early Start Dates Last year, on-cycle recruiting kicked off before Labor Day Weekend, making it t he earliest private equity on-cycle kick-off in history. Our program supplements self-studying with a hands-on approach on everything you need to know to get the best chance of getting a job in Private Equity.

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Solganick & Co.

APRIL 24, 2024

The report covers subsectors including systems integrators/application partners, cloud computing, cybersecurity, data analytics, MSPs, and software development services and IT consulting companies. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Mergers and Inquisitions

MAY 8, 2024

They must change in a big way to attract better candidates and remain competitive with tech and consulting. Before 2008, banking jobs paid so much more than consulting, tech, and other roles that junior bankers would put up with anything to get in. Banks are destroying their reputations with their failed cultures.

Investment 111

Investment Investment Banking Bank Banking 111