Beyond M&A

OCTOBER 2, 2023

I wrote an article a few weeks ago on the Patterns of Due Diligence , which was prompted by a discussion with another DD provider on the ‘common issues’ we see. Through this collaborative method, we don’t just point out flaws; we work together to fix them.

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Focus Investment Banking

NOVEMBER 19, 2023

DOWNLOAD THE FULL ARTICLE. Brent Costello has more than 30 years experience as an investment banker and mergers and acquisition and corporate finance lawyer. Frequently, acquisitions offer a better overall equity outcome than the “grow and sell later” strategy.

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Solganick & Co.

NOVEMBER 23, 2023

was recognized on the annual 2023 Leaders of Influence: Investment Bankers by the Los Angeles Business Journal Here is the full article: Los Angeles Business Journal – Leaders of Influence Aaron Solganick Aaron Solganick is a high energy and experienced technology investment banker with an entrepreneurial spirit. .’s

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Mergers and Inquisitions

FEBRUARY 19, 2025

Yes, a corporate finance or wealth management internship might look worse on your resume/CV, but larger companies are a much better bet if you need the money. So, if internship compensation is a deal-breaker, always ask upfront whether it is paid. Which VC Firms Offer Internships?

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Mergers and Inquisitions

DECEMBER 20, 2023

I’ll cover the following points in this updated article: Table Of Contents: The “Ideal” IB Internship Recruiting Timeline in the U.S. Corporate finance roles at nearby companies. Corporate banking. We have an article on the MBA investment banking recruiting process , so please refer to that for more details.

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Mergers and Inquisitions

MARCH 22, 2023

With the number of emergency / news-related articles on this site lately – two in a row! Technically, my assessment in that article was correct: “The short answer is that it’s very unlikely that any of these firms will go bankrupt. First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

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How2Exit

OCTOBER 7, 2024

With extensive experience in the field, Ryan shares his remarkable journey from a corporate finance role to becoming the owner of multiple thriving businesses across various industries. This dialogue dives deep into the intricacies of valuing businesses, acquiring profitable ventures, and the lessons learned along the way.

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Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking: Recruiting Weve covered IB recruiting extensively on this site, including how to get an IB internship , how to break in at the MBA level , and how to get in as a lateral hire ; theres also an article about equity research recruiting. and areas like corporate finance or strategy at normal companies.

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The Deal

FEBRUARY 8, 2024

and this subject material was not covered when I was in grad school, and I thought the topic goes over a lot of ground, including negotiation, business law, corporate finance, corporate governance and many ESG topics, and I pitched it to a couple schools in the Washington, D.C., “I have an M.B.A., law and M.B.A.

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Mergers and Inquisitions

JUNE 19, 2024

I noticed the other day that we had articles about how to start a private equity firm and how to start a hedge fund but nothing on venture capital. And if you think starting your own VC firm is “easy money,” please stop reading this article and seek psychiatric help immediately: Table Of Contents What is Venture Capital?

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Mergers and Inquisitions

SEPTEMBER 25, 2024

I wrote this article because I’m more of a neutral, 3 rd party observer. no pre-MBA finance experience to private equity ). Introduction and Starting Assumptions This article focuses on full-time MBA programs in the U.S. So, I’ve seen when the degree is useful and not so useful over the past 15+ years.

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The Deal

SEPTEMBER 20, 2023

Itochu has tapped KPMG Corporate Finance Inc. Editor’s note: The original, full version of this article was published Aug. Japanese conglomerate Itochu Corp. has retained financial advisers for a carve-out of small adhesives unit Helmitin Inc., sources familiar with the matter said.

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Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

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Mergers and Inquisitions

MARCH 27, 2024

For tips on performing well at each stage, please see the articles on IB internships , internship preparation , S&T internships , and assessment centers. The rates trading article has some tips for S&T assessment centers and interviews. The average range is probably more like 20 – 40%. Bankers in regions like the U.S.

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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.

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Peak Frameworks

MAY 17, 2023

In this article, we will delve into the concept of revenue, the role it plays in a company's financial health, and how it is used by investors and analysts. Understanding these financial intricacies is crucial in the world of corporate finance. Revenue is the lifeblood of any business. What is Revenue?

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Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – 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 industrials sector.

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OfficeHours

AUGUST 20, 2023

Intrapreneurship in Private Equity To further this, in investment banking and other corporate finance roles, processes are established to make junior-level roles more systematic and, (ergo) repetitive. If you’re interested in learning more, a senior coach will be available for a free introductory call with live advice.

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Mergers and Inquisitions

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” They could also ask you about the bankruptcy and restructuring processes and the options for distressed companies (see the restructuring IB article ).

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Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

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Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

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How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

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Mergers and Inquisitions

MARCH 8, 2023

This article from PIMCO and the correlation data sum it up quite well: Included within commodity trading are the following firms and groups: Commodity trading desks at oil, gas, mining, power, and agricultural companies. The hierarchy follows the one in the hedge fund career path article. Practical experience is king with commodities.

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Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Strategic Leadership (wallstreetmojo.com) These leaders emphasize the importance of creating a shared vision for the organization and integrating the efforts of all employees to reach a common goal. Recommended Articles This article has been a guide to what is Strategic Leadership.

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Wall Street Mojo

FEBRUARY 8, 2024

Article Link to be Hyperlinked For eg: Source: Boil The Ocean (wallstreetmojo.com) To avoid such instances, tackling a significant task or project with a clear and meaningful objective is essential rather than making it unnecessarily complex. Recommended Articles This has been a guide to Boil The Ocean and its meaning.

Business 52

Business Management IT Collaboration 52

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Empire Building (wallstreetmojo.com) The goal of empire building is typically to increase personal authority, status, and resources within the organization, often at the expense of the overall efficiency and effectiveness of the business. Table of contents What Is The Empire Building?

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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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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 first criticized the CFA in a 2009 article , which generated a lot of angry comments. Please read the articles on lateral hiring and MBA-level recruiting. Not much has changed since then.

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Peak Frameworks

MAY 17, 2023

This article will delve into the essence of combinations in mathematics , their practical applications in finance, and why they are essential for financial professionals. Investment Banking Scenario analysis in investment banking and corporate finance also benefits greatly from the use of combinations.

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Viking Mergers & Acquisitions

MAY 9, 2023

You understand corporate finance. On a larger scale, you understand the mechanics of what finance looks like. Related Articles What is an Exit Strategy? He describes it like this: “A 30-year career in the stock market and wealth management gives you a pretty solid understanding of the financial markets and how they work.

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Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. Recommended Articles This has been a Guide to Statement of Cash Flows. You can learn more about financing from the following articles – What is the Purpose of Cash Flow Statements?

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Focus Investment Banking

APRIL 14, 2024

Jim Sowers is a Managing Director with more than 30 years of experience in investment banking and corporate finance. Download the article here. He specializes in the Food & Beverage industry, with a focus on manufacturing, distribution, and multi-unit restaurants.

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Focus Investment Banking

NOVEMBER 13, 2023

Brent Costello has more than 30 years experience as an investment banker and mergers and acquisition and corporate finance lawyer. In the third and final installment of this report, we’ll look at the risks small photonics companies run by remaining in business versus selling to an investor or larger strategic buyer.

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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. This is not the case in IB until you reach a very senior level (for more on all these points, see the article on investment banker salaries ).

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Peak Frameworks

MAY 17, 2023

Visual Basic for Applications (VBA) is a powerful programming language that can elevate your skills as a finance professional. 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.

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Mergers and Inquisitions

OCTOBER 18, 2023

Specifically, private equity is not feasible from most ECM or DCM teams, hedge funds are also challenging, venture capital is a stretch, and you won’t have the right skills for corporate development. And now, we return to questions #3 and #4 at the top of this article: 3) How would you compare capital markets and traditional IB offers?

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Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. This equation plays a critical role in financial reporting, decision-making, and understanding the financial health of a business.

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