Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Bank Banking 64

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. These individuals are usually “high net worth” (HNW), meaning an average of $5 – $10 in assets, but it could be as low as $1 million.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

DECEMBER 6, 2023

So, expect a lot of quarterly financial projections , quick public comps , and simple DCF models linked to specific catalysts. Do Multi-Manager Hedge Funds Deliver? Multi-manager hedge funds have been in the news because they’ve performed better and grown more quickly than the larger hedge fund universe.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. So, your best option in most cases is to gain traditional investment banking or private equity experience and use that to move in.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

MARCH 5, 2025

Then there are mid-sized funds with between $1 and $10 billion in AUM, such as Braidwell, BVF Partners, Casdin Capital, Cormorant Asset Management, Deep Track Capital, EcoR1, PFM Health Sciences, Polaris Partners, Rock Springs, and Vivo Capital. Other large funds include Perceptive Advisors, RA Capital, and RTW.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64