Wizenius

OCTOBER 3, 2024

Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client 2) Kick-off meeting for a new deal 3) Meeting to gather data for Information Memorandums, financial models or meetings to introduce the client to potential investors etc. The more senior you are, the more you travel.

Investment Banking 52

Investment Banking Investment Bank Banking 52

Wizenius

MAY 27, 2024

Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client, 2) Kick-off meeting for a new deal 3) Meeting to gather data for work on the Information Memorandums/financial models or meetings to introduce the client to potential investors etc.

Investment Banking 40

Investment Banking Investment Bank Banking 40

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms.

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. but they are less consistent than those above. are also active in renewables.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

MARCH 13, 2024

Financial Modeling: Like private equity, 3-statement models are common, as are valuations and DCF models , but LBO models are less common since not all deals use debt. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) Investment Banking Experience at Bulge Bracket or Top Domestic Banks – As with PE anywhere, you need a few years of IB experience to be competitive in most cases.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

DECEMBER 4, 2024

Here’s a good example for the Aloha Stadium redevelopment project , which has a very aggressive projected improvement: Sports Accounting, Valuation, and Financial Modeling We’ll focus on teams and leagues in this section because the other verticals are covered in the other industry group articles on the site.

Investment Banking 105

Investment Banking Bank Banking Investment 105

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

Chesapeake Corporate Advisors

MARCH 19, 2025

In addition, CCAs investment banking team included Associates Aidan Olmstead and Kevin Afriyie who focused on deal execution support, financial modeling, and marketing material creation. We extend our most sincere thanks and congratulations to Stephanie Germano and the BRS management team on achieving such a meaningful milestone.

Investment Banking 52

Investment Banking Corporation Utilities Sale 52

Mergers and Inquisitions

APRIL 2, 2025

or even in some boutique bank interviews in the U.S. If you already have our financial modeling course or the full IB Interview Guide, navigate to the first module of those courses to get everything. A 4-page technical cheat sheet you can use to review key concepts and formulas before you step into the interview room.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Chesapeake Corporate Advisors

APRIL 15, 2025

5 Ways FP&A Delivers Value for Middle Market Companies FP&A encompasses a wide range of finance-related activities, including budgeting, forecasting, financial modeling, and performance analysis, among others. Your business might engage in some, but not all of these finance activities.

Middle Market 52

Middle Market Profitability Business Corporation 52