Chesapeake Corporate Advisors

OCTOBER 28, 2024

Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S. Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. Offit Kurman served as legal counsel to Freestate.

Corporation 98

Corporation Investment Banking Healthcare Advisory 98

OfficeHours

JUNE 6, 2023

T he most important skill for a private equity junior is financial modeling. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

Wizenius

JULY 14, 2023

Thanks, Pratik Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Master the art of investment banking and financial modeling with our comprehensive online course. Go for an MBA if it excites you but do keep in mind you will not fail if you don't have one.

Financial Models 52

Financial Models Financial Modeling Investment Banking Business 52

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

Financial Statement 111

Financial Statement Financial Models Financial Modeling Middle Market 111

Sun Acquisitions

NOVEMBER 26, 2024

But in today’s fast-paced business environment, the role of technology is becoming increasingly crucial for success. Valuation Precision: Financial modeling software powered by advanced algorithms can improve valuation accuracy. Mergers and acquisitions (M&A) have always been a high-stakes game.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

Wall Street Mojo

JANUARY 17, 2024

Tax Benefits refer to the credit a business receives on its tax liability for complying with a norm proposed by the government. The benefit is either credited back to the business after paying its regular taxation amount, or it is deducted when paying the tax liability in the first place. What is Tax Benefit?

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

Beyond M&A

DECEMBER 18, 2024

This capability opens up a plethora of applications, from autonomous vehicles and personalized healthcare to dynamic financial modeling and beyond. The potential for Agentic AI to disrupt existing business models and create new markets is immense.

Investors 130

Investors Investment IT Healthcare 130

MergersCorp M&A International

FEBRUARY 15, 2024

One of the key services provided by MergersCorp is business valuation which plays a crucial role in the M&A process. It involves analyzing various factors and financial metrics to arrive at an accurate estimate of the business’s worth. Firstly, it helps both buyers and sellers in setting the right price for a business.

Valuation 52

Valuation M&A Business Mergers and Acquisitions 52

OfficeHours

AUGUST 9, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Wall Street Mojo

JANUARY 16, 2024

First, they pay taxes on the corporate profit Corporate Profit Corporate profit, or ‘profit after tax, is the net income received from the business after deducting direct expenses, indirect expenses and all the applicable taxes from the total revenue generated by the company during the year.

Corporation 98

Corporation Profitability Financial Models Financial Modeling 98

Chesapeake Corporate Advisors

JANUARY 15, 2025

Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. Offit Kurman served as legal counsel to Fireline. and Northern Virginia markets.

Corporation 52

Corporation Investment Banking Education Advisory 52

Mergers and Inquisitions

DECEMBER 4, 2024

Beyond that experience, bankers look for the same qualities as always: High grades, a good university or business school, previous finance internships, and networking and interview prep. Many bankers think about joining a sports team or league doing corporate development or business development work, which is possible (e.g.,

Investment Banking 105

Investment Banking Bank Banking Investment 105

Wall Street Mojo

JANUARY 3, 2024

Article Link to be Hyperlinked For eg: Source: Sales Return Journal Entry (wallstreetmojo.com) The accounting equation Accounting Equation Accounting Equation is the primary accounting principle stating that a business's total assets are equivalent to the sum of its liabilities & owner’s capital.

Sale 98

Sale Accountant Financial Models Financial Modeling 98

Wizenius

OCTOBER 1, 2024

Candidates are often given a case study round in which they are expected to create a financial model along with a set of few company and/or industry slides as a part of the selection process. Typically, the interview structure for junior to mid senior positions in IB involve Case Study round followed by technical round(s) of interview.

Investment Banking 52

Investment Banking Financial Models Financial Modeling Investment 52

Focus Investment Banking

DECEMBER 5, 2024

Deciding to sell your business is never an easy choice. Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners.

Business 52

Business Sale Negotiation Investors 52

Wall Street Mojo

JANUARY 15, 2024

The role of cybersecurity has increased considerable ever since businesses have started shifting their data to electronic form and taking the help of softwares and technology to get the jobs done. Small businesses mainly use this method, since their transaction and operational procedures are not very vast, widely spread and complex.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Wall Street Mojo

JANUARY 15, 2024

The difference between assets and liabilities gives us the equity – the net worth of a business. read more all the income and expenditures of the business. read more all the income and expenditures of the business. Start Learning Now How to Read Balance Sheet Assets? read more and Long Term Assets.

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up. A good collection of decks can be found here.

Investors 95

Investors Business Sale Investment 95

Wall Street Mojo

FEBRUARY 8, 2024

In business, it can be the employee’s spending which one has spent for business- or work-related purposes. Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business.

Insurance 98

Insurance Medical Financial Models Financial Modeling 98

How2Exit

AUGUST 22, 2023

-Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn Concept 1: Lessons Learned From Acquiring Businesses rn Acquiring businesses can be a challenging and rewarding endeavor.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Wizenius

JULY 18, 2023

1) Stay Updated: Stay ahead of the game by reading a business newspaper daily. I personally recommend Business Standard for its granular insights and industry trends. 5) Financial Modelling: Practice building financial models to sharpen your skills. It's a great way to stay informed and gain an edge.

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking Bank Banking 52

Wizenius

JULY 2, 2023

In the world of finance, Private Equity (PE) stands as a strategic and dynamic investment approach that unlocks value in businesses. Throughout the investment journey, PE firms keep a close eye on the Internal Rate of Return (IRR), utilizing sophisticated financial models to predict future returns accurately.

Private Equity 52

Private Equity Equities Investment Financial Models 52

How2Exit

JULY 3, 2023

Ron Concept 1: Specializing In Business Acquisitions And Mergers Business acquisitions and mergers are complex processes that require careful planning, strategic decision-making, and expert guidance. The role of a business advisor in the context of acquisitions and mergers is multifaceted.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

OfficeHours

AUGUST 20, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position.

Accountant 98

Accountant Finance Finance Profitability 98

Wizenius

JUNE 25, 2023

Look for companies with financial metrics that are similar to those of the target company, as this will enhance the comparability of valuation multiples. Analyze Business Model and Market Positioning: Evaluate the business model, products/services, and market positioning of potential comparable companies.

Valuation 52

Valuation Financial Models Financial Modeling Investment Banking 52

Wall Street Mojo

JANUARY 15, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 98

Accountant Financial Models Financial Modeling Valuation 98

Wizenius

JUNE 5, 2023

Financial Modelling: Proficiency in financial modelling is highly valued in the investment banking industry. Highlight your skills in building and utilizing complex financial models to evaluate investment opportunities, project future financial performance, and assess risk.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

OCTOBER 25, 2023

It can be instrumental in measuring how well a company can scale and how much money is available to run a business. The saying “You have to spend money to make money” is embodied by COGS, and the amount you spend on your business will likely be influenced by your industry. These include general administration costs like rent.

Profitability 95

Profitability Professional Services Business IT 95

Wizenius

JUNE 23, 2023

This approach provides a more accurate valuation by considering the capital needed to support ongoing business activities and maintaining a balanced financial projection. Thanks, Pratik S , Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today!

DCF 52

DCF DCF Analysis Capital Financial Models 52

Wall Street Mojo

JANUARY 16, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 98

Accountant Financial Models Financial Modeling Investment 98

Wall Street Mojo

JANUARY 18, 2024

This sample trial balance report reflects the closing balance of different ledger accounts related to all transactions that took place within the business. When the auditors check the authenticity of the books, they go through all levels of financial records to endure they are error free and present a true and fair view of the business.

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

Peak Frameworks

MAY 17, 2023

For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy. VBA in the Context of Finance In finance, VBA for Excel is commonly used for financial modeling, forecasting, data analysis, and automation of repetitive tasks.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

Wall Street Mojo

JANUARY 15, 2024

The business may be existing in the market for a very long time period and the majority shareholder rights have been carried forward from generation to generation. In small businesses, it is normal to find such shareholders as part of the management, too, because their number of outstanding shares is limited.

Financial Models 52

Financial Models Financial Modeling Valuation Shares 52

M&A Leadership Council

FEBRUARY 15, 2023

From Strategy Plan to Strategic Execution Processes Let’s begin with the fundamental premise that M&A is an end-to-end business process for growth. 2. Business Case to Synergy Alignment: Research and practical experience demonstrate that approximately 50% of all synergies aren’t identified until post-closing.

M&A 93

M&A Business IT Financial Models 93

Presser & Co

MAY 8, 2023

In our last newsletter, we discussed why you would build a 3-way model if you were planning to sell your business. So how do you go about building a 3-way model? 3-way financial models not easy to build and maintain in excel.

M&A 52

M&A Financial Statement Financial Models Financial Modeling 52

Wall Street Mojo

JANUARY 16, 2024

It can be classified into direct costs Direct Costs Direct cost refers to the cost of operating core business activity—production costs, raw material cost, and wages paid to factory staff. It is an important element of any business operation in which considerable investment is required.

Financial Models 52

Financial Models Financial Modeling Manufacturing Management 52