Article Book-building Portfolio 
How2Exit
OCTOBER 2, 2023
With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses. She highlights the ease of buying profits compared to building them and encourages listeners to work smarter, not harder. rn rn Quotes: rn rn "Easier to buy profits than it is to build them."
How2Exit
OCTOBER 15, 2023
rn Building relationships and networking are crucial in the acquisition space. rn rn Article: rn rn rn rn rn How to Source Off-Market Deals: Insights from a Deal Sourcing Expert rn Welcome to the How to Exit podcast, where we delve into the world of small to medium business acquisitions and mergers.
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Midaxo
APRIL 17, 2023
Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.
How2Exit
DECEMBER 11, 2023
Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability). 2021, March 10).
Peak Frameworks
MAY 17, 2023
In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy.
Mergers and Inquisitions
JANUARY 10, 2024
Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. Note that the scope is more limited in “pure” WM roles; you’ll do more non-portfolio work in private banking.)
Mergers and Inquisitions
JUNE 5, 2024
We cover many of the trade-offs in the earlier wealth management vs. investment banking article , but in short: Investment banking has better exit opportunities at all levels. There are so many articles, guides, and resources about IB interview questions that you have no excuse to be caught unprepared.
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