Bulge Bracket Capital Financial Modeling 
Mergers and Inquisitions
DECEMBER 4, 2024
There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Among the bulge brackets , Goldman Sachs and JP Morgan should be at the top of this list now that they have dedicated teams (plus their existing reputations and market shares).
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.
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Mergers and Inquisitions
AUGUST 16, 2023
RMB vs. USD: Does the firm raise capital in China’s currency (the RMB), or does it raise USD from Limited Partners overseas? You could add a few other names to this list, such as Xiaomi (its PE arm), Huaxing, and BA Capital for RMB funds, and Macquarie and Bain in the USD funds. is better for domestic funds.
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.
Mergers and Inquisitions
FEBRUARY 28, 2024
The differences vs. equity research lie in the details: Financial models focus on the downside scenarios and analyze each issuance separately: the Yield to Worst , Yield to Maturity , Recovery percentages, and the default risk. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters.
Mergers and Inquisitions
SEPTEMBER 11, 2024
Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. There are also quite a few boutique banks in the space, including Marathon Capital, Onpeak Capital, CRC-IB, Finergreen, Virentis, Ocean Park, Global Power Partners, and Rubicon Capital.
Mergers and Inquisitions
APRIL 5, 2023
Sovereign wealth funds have much longer time horizons and more “permanent capital” than traditional PE firms, hedge funds, and funds of funds, and these points create differences in timing, strategy, and willingness to pay. The approval process might take longer (say, 2-3 months rather than 1 month) because more people need to weigh in.
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