OfficeHours

JUNE 12, 2023

Some ways you can network with firms you want to work for, especially if you don’t have contact with them, are to attend industry events and connect with professionals on LinkedIn. Think about what professional or extracurricular experiences you may have that could apply here.

Private Equity 147

Private Equity Equities Investment Valuation 147

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.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Peak Frameworks

SEPTEMBER 12, 2023

Example: During the 2008 Financial Crisis, many financial models based on parametric VaR underpredicted potential losses, causing significant challenges. For Capital Allocation: Banks and financial institutions use VaR to determine the amount of capital they need to hold to cover potential losses.

Portfolio 52

Portfolio Private Equity Risk Management Finance 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 ).

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

Mergers and Inquisitions

JULY 3, 2024

That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job. But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID). interview and hire candidates ~1.5 – 2.0+

Recruitment 59

Recruitment Private Equity Equities Funds 59

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Bank Banking Investors 52

Wall Street Mojo

JANUARY 17, 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 ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

How2Exit

JULY 3, 2023

They may have specific financial models and return expectations that they need to meet. The speakers emphasize that this is not an insult to the seller, but rather a reflection of the buyer's financial model and return requirements. However, the podcast also cautions against rushing into a sale.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

M&A Leadership Council

JANUARY 4, 2024

Just like any process, your leadership team and those responsible for executing it must understand and align on the phases, decisions, risks, events, and key milestones throughout the entire M&A lifecycle. Resourcing is key to deal-thesis attainment , so build in appropriate costs to the deal’s financial model.

M&A 52

M&A Management Financial Modeling Financial Models 52

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.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

JULY 19, 2023

Investment Style – Long/short strategies depend more on timing and getting individual quarters and events right, while long-only strategies often use longer holding periods and require deeper dives into companies. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 52

Cooley M&A

JULY 9, 2021

Nonetheless, parties should be mindful of the potential impact of Regal in transactions with delayed closings (particularly those with more significant gaps between signing and closing), as it provides a roadmap for would-be appraisal arbitragers to potentially capitalize on increases in target’s value between signing and closing.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Growth Business

AUGUST 3, 2023

“I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. These individuals can invest alone or as part of a syndicate, where a group of angel investors club together and pool their capital and experience.

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

Technology & Services: This one includes any company that is built on top of sports, such as firms in the gambling, data/analytics, software, and live event sectors. Is it suddenly popular among a certain demographic due to recent events or player relationships (e.g., How many live viewers does the average game have?

Investment Banking 105

Investment Banking Bank Banking Investment 105

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 Modeling Financial Models Investment 98

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. In equity research, the goal is to get clients to pay for the teams research consistently , but revenue does not depend on deals or other specific events.

Investment Banking 64

Investment Banking Equities Bank Banking 64

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Working capital adjustments: How is net working capital calculated and settled? Is there an earn-out? What are the incentives?

Negotiation 40

Negotiation M&A Valuation Private Equity 40