Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Financial Modelling: Proficiency in financial modelling is highly valued in the investment banking industry.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

OCTOBER 30, 2024

At much larger companies, forecasting and planning become more important because there will be institutional investors who want earnings targets. Do the investors believe our numbers and metrics like ARR and ARPU ? But you could also rotate into corporate strategy , investor relations , or other areas.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Do you want to stay on post-transaction or transition out? Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 16, 2025

Key Drivers of Software IP Value Regardless of method, several qualitative and quantitative factors influence how buyers and investors assess IP value: Legal Protection: Are patents filed? appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Is codebase ownership clear?

Valuation 40

Valuation M&A Engineering Negotiation 40

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. 146) SunPower / Maxeon – Spin-Off (Centerview and GS) Investor Presentation CBRE and Blackstone / Altus Power – SPAC / IPO (Citi, JPM, MS, and Duff & Phelps) IPO Investor Presentation Fairness Opinion (pg.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity.

Negotiation 52

Negotiation M&A Investors Shares 52

Peak Frameworks

SEPTEMBER 12, 2023

Investment Bankers M&A advisory is replete with examples of retainer fees. For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. They allow PE professionals to deep-dive into potential investments, and secure in their compensation.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52