Wizenius

JULY 9, 2023

The choice between working in a bulge bracket investment bank or a boutique investment bank depends on individual preferences and career goals. Specialization and Niche Expertise: Boutique IB Firms specialize in specific industries or sectors, offering in-depth knowledge and tailored advice.

Bulge Bracket 52

Bulge Bracket Boutique Investment Banking Financial Modeling 52

iMerge Advisors

APRIL 10, 2025

The best M&A advisors for tech companies combine financial acumen with operational understanding of recurring revenue models, customer retention metrics, and product roadmaps. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

The best M&A advisors for tech companies combine financial acumen with operational understanding of recurring revenue models, customer retention metrics, and product roadmaps. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

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. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

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. If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., In other words, banks’ lending activities are not constrained by their deposits.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. 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.

Private Equity 105

Private Equity Equities Capital Portfolio 105