Wizenius

JULY 2, 2023

In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. For instance, when a fast-growing e-commerce player like Shopify reaches its peak, an exit via an Initial Public Offering (IPO) can yield substantial profits. Take your career to new heights in the dynamic world of finance.

Private Equity 52

Private Equity Equities Investment Financial Modeling 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Tax Benefit (wallstreetmojo.com) A business needs to plan the that will help it to reduce the tax burden, either in the form of exemptions or deductions according to the tax benefit principle. Recommended Articles This article has been a guide to what is Tax Benefit.

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Revenue Sharing (wallstreetmojo.com) Primarily revenue distribution is a firm sharing its success with everyone—especially stakeholders. In the profit-sharing model, firms only share profits; they do not distribute losses. Table of contents What Is Revenue Sharing?

Shares 52

Shares Financial Models Financial Modeling Profitability 52

Wall Street Mojo

FEBRUARY 8, 2024

Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business. Recommended Articles This article has been a guide to Out of Pocket Expense and its meaning.

Insurance 98

Insurance Medical Financial Models Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity?

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Cost Allocation (wallstreetmojo.com) It becomes necessary, especially for large organizations, because of the existence of various departments. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin. read more analysis. #2

Financial Models 52

Financial Models Financial Modeling Profitability Valuation 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Majority Shareholder (wallstreetmojo.com) The majority shareholders enjoy decision-making power in the company as major decisions require their approval. These shareholders are in a position to influence the company’s decisions and can select or replace the board of directors.

Financial Models 52

Financial Models Financial Modeling Valuation Shares 52

Mergers and Inquisitions

OCTOBER 30, 2024

The high-level differences are: FP&A: Create revenue and expense targets for different departments, assess how close each department is to reaching its goals, create 5-year plans and forecasts, and tell the Chief Financial Officer (CFO) how the company’s Profit & Loss (P&L) Statement is trending. Potentially, yes.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Trial Balance (wallstreetmojo.com) At the end of the financial year, the balances of all the ledger accounts are extracted. The total of both should be equal. Table of contents Trial Balance Meaning Trial Balance Explained Objectives How To Prepare? Start Learning Now How To Prepare?

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. read more , and taxable profit arises due to a timing issue. Table of contents What Is Tax Accounting?

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Full form Of CDS (wallstreetmojo.com) CDS is also known as a credit derivative contract or instrument that is signed between two counterparties, i.e., the buyer and the third party, who agree to take the swap of the risk. However, cash is always a preferred method of payment.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Cost of Labor (wallstreetmojo.com) It is an amount paid by employers towards the workers’ wages, benefits, and payroll taxes. It is obvious that a very high cost of labor will affect the profitability of the business. Table of contents What Is Cost of Labor?

Financial Models 52

Financial Models Financial Modeling Manufacturing Management 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Moving Average Convergence Divergence (wallstreetmojo.com) MACD is an indicator of price momentum, showing the direction of the stock price is in the market. Investors can analyze the profitability shown by MACD to make decisions regarding the price of a particular stock.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Wall Street Mojo

JANUARY 18, 2024

Payroll Definition Payroll is an entity’s financial list of the total number of employees working with it during the period and the amount paid to them in the form of the net pay comprising the salary, wages, bonuses, commissions, deductions, various perquisites, and similar other benefits, for a particular period of the time.

Financial Models 52

Financial Models Financial Modeling Accountant Insurance 52

Wall Street Mojo

JANUARY 15, 2024

To achieve this objective of retaining employees, employers offer a valuable financial incentive, which the former should be in a position to accept. Article Link to be Hyperlinked For eg: Source: Golden Handcuffs (wallstreetmojo.com) Golden handcuff is a significant measure that companies adopt to not lose their most productive employees.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Growth Business

JUNE 7, 2023

In form, it is an Excel workbook with monthly forecasts of profit and loss until the business either runs out of cash or breaks even. How much money? We want to know and we will ask for this document at some point. So get out there, write a great pitch deck and start selling that equity. Simon King joined Octopus Ventures in 2012.

Investors 95

Investors Business Sale Investment 95

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Interest Rate Swap | Examples | Uses | Swap Curve (wallstreetmojo.com) In this context, vanilla swap is widely used in the market. Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Bullish Engulfing Pattern (wallstreetmojo.com) This two-candlestick pattern indicates that the bears or sellers pushed the financial asset’s price lower in the green candle. Shortly after, He sold the stock at $13 per share and made a profit of $1,500. How To Trade?

Financial Asset 52

Financial Asset Financial Models Financial Modeling Stock 52

Wall Street Mojo

JANUARY 18, 2024

Bullet Bond Explained Strategy Example Advantages Disadvantages Bullet Bond vs Amortization Bond Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A bullet bond is a fixed-income security type with a specific maturity date and pays periodic interest over the bond’s life. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. Activist – These funds attempt to create their own catalysts by forcing specific changes at companies and then profiting when the share price increases.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Solganick & Co.

NOVEMBER 15, 2023

EBITDA serves as a standardized measure of a company’s operational profitability, providing a basis for comparing its earnings potential with that of other businesses. Understanding the nuances between the two is crucial for making informed business decisions and comprehending a company’s financial health.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. These roles are for bankers and people with deal experience, such as corporate development professionals; firms care much more about your investment, financial modeling , and due diligence skills than your scientific knowledge. If you have an M.D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Most of this guide deals with the “late-stage VC” strategy, as dozens of other articles cover private equity strategies such as leveraged buyouts and traditional private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Software Equity Group

APRIL 9, 2024

Typical documents exchanged during the due diligence phase of an M&A transaction include documents such as the CIM, financial models, customer analysis, employee census, vendor agreements, sales contracts , intellectual property such as trademarks and copyrights, and so on.

Negotiation 52

Negotiation M&A Investors Shares 52

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else. both also do long/short equity).

Funds 52

Funds Asset Management Management Equities 52

Growth Business

AUGUST 3, 2023

Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too. Most funds will have preset requirements, going through financial models like cash flows, balance sheets and profit and loss forecasts, so be really clued up on your numbers. “It

Funds 52

Funds Investors Investment Business 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Low-Hanging Fruit (wallstreetmojo.com) The low-hanging fruit principle applies to various business-related aspects, such as marketing, sales, and growth. Cost-Benefit Analysis: This is a systematic process that organizations utilize to compare the costs and profits of a project or proposal.

Financial Models 52

Financial Models Financial Modeling Business Valuation 52

Mergers and Inquisitions

APRIL 19, 2023

I think this is a bit too complicated, so this article will use these 3 categories: Base Metals and Bulk Commodities – Anything used for energy (coal), as a precursor to other metals (iron ore), or to produce electronics, batteries, and other products (copper, cobalt, lithium, aluminum, etc.) goes here.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

OCTOBER 11, 2023

In the second category, you make investment decisions and profit based on your capital and deal performance. Brokerage We have a detailed commercial real estate brokerage article , so you should review that for all the details. It’s like the buy-side vs. sell-side distinction in finance, but specifically for real estate.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

JANUARY 13, 2025

This article outlines the key differences, helping you identify the right professional for your business goals. Strategic Positioning : They showcase your businesss profitability, scalability, and market position to present it as a standout opportunity.

Broker 52

Broker M&A Business Negotiation 52

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Most Favored Nation (wallstreetmojo.com) It also ensures that all trading partners of a country get the same advantage and access to fair competition without any preferential treatment to any of them. Recommended Articles This article has been a guide to Most Favored Nation & its meaning.

Trading 98

Trading Financial Models Financial Modeling IT 98