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. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

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? Non-Equity Funds – Finally, it is difficult to “short” certain securities effectively, such as distressed debt and many types of credit (especially structured products ).

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. What Do You Do as a Fixed Income Research Analyst or Associate?

Equities 59

Equities Asset Management Debt Funds 59

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

JANUARY 31, 2024

Speaking with customers, suppliers, management teams, and market participants. 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. This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

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. By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

OCTOBER 11, 2023

But it’s also important when a commercial real estate loan refinancing occurs, as the amount of new debt is based on the property’s value. Asset Management “Asset management” (AM) refers to what institutional investors, such as PE and life insurance firms, do after buying new properties. For example, in the U.S.,

Private Equity 101

Private Equity Investment Banking Debt Funds 101