Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. When you’re purchasing employee benefits, particularly health insurance at that scale, it’s a significantly different buying experience and also service experience as well. Ryan Basseri: Absolutely.

Insurance 52

Insurance M&A Healthcare Medical 52

Razorpay

MARCH 21, 2024

A mandate is a standard instruction that you provide to your issuing bank and other institutions allowing them to automatically debit the mentioned amount from your bank account. This ensures that the payer is the owner of the bank account and agrees to the terms and conditions of the e-mandate.

IT 98

IT Bank Banking Accountant 98

Sun Acquisitions

NOVEMBER 1, 2024

Consider cyber insurance as an added layer of protection. Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. In a tech-driven world, businesses must adapt their M&A strategies to account for digital transformation, cybersecurity, data analytics, and seamless integration.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. Deposits up to $250K are insured in the U.S., Is This “Bailout” Justified? Is It a Bailout?

Bank 123

Bank Banking Funds Government 123

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

OfficeHours

AUGUST 25, 2023

The buyer universe for this debt most often includes collateralized loan obligation (“CLO”) funds, high-yield mutual funds, insurance companies, and other similar institutional buyers. Are you preparing for the buyside? Schedule a call now with our top coaches or submit your application directly here and we’ll be in touch!

Private Equity 130

Private Equity Equities Debt Finance 130

Razorpay

APRIL 10, 2025

The transaction limit for e-Mandate is Rs 1,00,000 per transaction for specific categories: subscription to mutual funds, payment of insurance premiums, and credit card bill payments. This ensures that the payer is the owner of the bank account and agrees to the terms and conditions of the e-mandate. Use Cases of e-Mandate 1.

IT 40

IT Insurance Bank Banking 40

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Francine Way

JULY 8, 2017

In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’. Elimination of costs post-transaction: any cost that the target won’t incur under a new ownership, such as: key-person insurance, credit insurance, etc.

M&A 130

M&A Acquisitions Sale Investment 130

Mergers and Inquisitions

MARCH 22, 2023

Insure the Deposits – But this is expensive and is available only up to a certain per-account limit in most countries, such as CHF 100,000 in Switzerland and $250,000 in the U.S. Create a “free” national bank that offers checking/saving accounts for everyone. What Should Banks and Regulators Do? Crypto solves everything.

Bank 98

Bank Banking Government Investment Banking 98

OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. as many times as you possibly can.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Peak Frameworks

AUGUST 24, 2023

These can include account maintenance fees, inactivity fees, and fees for additional services like research reports or access to premium trading platforms. Some brokerages may also charge a fee for transferring out funds or closing an account. Deposit funds into the account. Range and quality of services. Start trading.

IT 52

IT Trading Accountant Investors 52

Sun Acquisitions

MAY 24, 2024

During the due diligence process, acquirers must scrutinize not only the target company’s existing IP portfolio but also assess its risks and opportunities. Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Razorpay

DECEMBER 27, 2023

Direct fund flow: The RBI mandated that all disbursals and repayments will flow directly between the lender and borrower’s accounts, without any pass-throughs. Insurance charges: Included in APR only if linked/integrated with the loan product. Credit card EMI programs: Not covered by Digital Lending Guidelines.

Bank 52

Bank Banking Risk Management Business 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Focus Investment Banking

OCTOBER 23, 2023

Investing in real estate not only provides upside in value, but it also offers tax benefits, such as deductions for rent, insurance, upkeep and property taxes. In addition to a 401(k), open an Individual Retirement Account (IRA), which offers tax advantages similar to a 401(k), with the added benefit of flexibility. Minimal effort.

Funds 52

Funds S&P Investment Business 52

Focus Investment Banking

MARCH 28, 2024

We believe over 400 total transactions have occurred, though it is difficult to account for all activity. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. A third group (e.g., We also see them being aggressive about acquisitions.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Mergers and Inquisitions

MAY 17, 2023

Vista and Thoma Bravo have accounted for around half of all software buyouts over the past few years, and they use a similar playbook: cut costs, increase efficiency, and raise prices when possible. billion buyout of Duck Creek Technologies (insurance SaaS) in early 2023 for a seemingly nonsensical 234x EBITDA multiple and 7.6x

Private Equity 64

Private Equity Equities Recruitment Funds 64

Wall Street Mojo

JANUARY 18, 2024

Some of these are banks, NBFCs, investment companies, brokerage firms, insurance companies and trust corporations. read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. Your team will also feel more confident about the process.

Business 52

Business Sale Broker IT 52

Growth Business

AUGUST 3, 2023

“Be clear on your strategy to investors and the type of investor you are looking for, i.e. investors that can provide strategic input and/or opportunities to help grow and develop the business by way of technology or distribution,” said Todd Davison, MD of Purbeck Personal Guarantee Insurance. Here’s where you could get funding.

Funds 52

Funds Investors Investment Business 52

Devensoft

AUGUST 24, 2023

Risk Pooling and Insurance: Centralize risk management and insurance programs to negotiate better rates and coverage. Sharing risks across entities can lead to reduced insurance premiums and improved financial resilience. Strategic Portfolio Optimization: Assess the integrated portfolio of products, services, and solutions.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 64

Trading Management Funds Asset Management 64

The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. The portfolio will include investment grade corporates and securitised credit. Ali Dibadj The partnership is set to close by Q3 2025.

Insurance 59

Insurance Asset Management Portfolio Investment 59

Focus Investment Banking

FEBRUARY 15, 2025

Large corporate buyers accounted for several mega deals in 2024 including Mars acquiring Kellanova for $36 billion and Campbells Soup purchasing Sovos Brands for $2.3 billion acquisition of The Duckhorn Portfolio, a producer of fine wines, and PepsiCos announced acquisition of Siete Foods, a maker of better-for-you products, for $1.2

Food 52

Food Middle Market Private Equity M&A 52

Mergers and Inquisitions

NOVEMBER 20, 2024

Growth Equity Interview Questions: Markets & Investments These questions could span a huge range because they could ask you about anything from the current fundraising environment to the IPO and M&A markets to specific markets their portfolio companies operate in. Q: Which portfolio company of ours would you have invested in?

Private Equity 59

Private Equity Equities Capital Valuation 59

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Physicians for National Health Program note that 64% of health spending is paid by the government and most public sector employees are able to get health insurance from the government.

Healthcare 40

Healthcare M&A Valuation Hospitality 40