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. For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. Pros Investment candidate: Agent.ai

Investors 130

Investors Investment IT Healthcare 130

Wizenius

JUNE 23, 2023

Working capital refers to the difference between a company's current assets and current liabilities and is a measure of the operational liquidity required to fund day-to-day operations. Impact of Working Capital on Cash Flows: Changes in working capital can affect the cash flows used in the DCF analysis.

DCF 52

DCF DCF Analysis Capital Financial Models 52

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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). T he main goal of private equity companies is to enhance the value of the companies in which they invest, usually over a 5 to 10-year hold period, and then exit their investment.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Wizenius

JUNE 5, 2023

In the highly competitive field of investment banking, a well-crafted resume can be the key to landing coveted interview opportunities. In this blog post, we will highlight five essential keywords that you should incorporate into your resume to increase your chances of getting those sought-after investment banking interview calls.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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). The main goal of private equity companies is to enhance the value of the companies in which they invest, usually over a 5 to 10-year hold period, and then exit their investment.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 4, 2024

Accrued Interest Formula Explained Formula Examples Relevance and Use Accrued Interest Vs Capitalized Interest Recommended Articles Accrued Interest Formula Explained The accrued Interest formula calculates the interest amount earned or payable on the debt over one accounting period. Table of contents What is an Accrued Interest Formula?

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Beyond M&A

OCTOBER 3, 2023

Quality Takes a Dip The once-ceaseless stream of high-calibre tech firms has waned, as evidenced by an increasing number of our reports flashing red flags—advising against investment. International Investment: A New Frontier You might want to cast your net beyond domestic waters if you seek quality. New Zealand, and Australia.

Negotiation 147

Negotiation Investment Profitability Financial Models 147

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. It is divided into various sections. Start Learning Now How to Read Balance Sheet Assets?

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Wall Street Mojo

JANUARY 17, 2024

It accounts for three major business activities in which cash is exchanged, i.e., operating, investing, and financing. The investing activities comprise the long-term asset purchase or sale. read more in a business from three significant activities: operating, investing, and financing.

Accountant 98

Accountant Finance Finance Profitability 98

Wizenius

JUNE 25, 2023

As an investment banking analyst, the selection of comparable companies for a valuation analysis is a crucial task that requires careful consideration and justification. Review Financial Similarity: Assess the financial characteristics of potential comparable companies. Start your journey towards success today!

Valuation 52

Valuation Financial Models Financial Modeling Investment Banking 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. What Are Convertible Securities?

Securities 98

Securities Investors Shares Stock 98

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. To be clear, this is a tiny percentage of my annual income (think: well below 1%) because most of my earnings come from other sources (products, rent, investments, etc.).

Investment Banking 82

Investment Banking Banking Bank Investment 82

Wizenius

JUNE 25, 2023

Weighted Average Cost of Capital (WACC): Calculate the Weighted Average Cost of Capital (WACC), which represents the average rate of return required by the company's investors. The WACC considers the cost of debt and equity financing and reflects the risk associated with the company's capital structure.

Financial Models 52

Financial Models Financial Modeling Investment Banking DCF Analysis 52

Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. And wealth managers at large banks may advise people with as little as a few hundred thousand to invest. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. 1) Analyzing Deals: The routine of a PE expert involves extensive analysis of potential investment prospects. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” And the impact on the banking industry , venture capital, and startups. But the U.S.

Banking 123

Banking Bank Funds Government 123

Growth Business

JUNE 7, 2023

Again, just as with sales, the fundraising collateral you use will go ahead of you and may tilt the balance in favour of, or away from, getting a meeting or even investment. Should a VC decide to invest, there will almost certainly be some kind of internal process involving the writing of a paper and presenting it to an investment committee.

Investors 95

Investors Business Sale Investment 95

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

JULY 26, 2023

Like a PE firm, a search fund raises capital from outside investors and aims to multiply that capital by investing it – but like a SPAC, it makes only one acquisition. Because search funds raise little capital to acquire these small businesses, most search fund internships are unpaid. Why Do a Search Fund Internship?

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. Many of these firms have performed quite well, but it depends on the specific funds you’re looking at (the large firms offer many different funds to invest in).

Funds 104

Funds Management Recruitment Portfolio 104

iMerge Advisors

APRIL 10, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 17, 2024

Tax benefits can manifest in several forms, including deductions for business expenses, credits for specific activities or investments, and allowances for the depreciation of assets. A business can use specific provisions of the country’s tax legislation to reduce the said tax payment to the government.

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). These firms lie in the territory of life science venture capital firms that invest in high-risk, early-stage companies. For more on this, please see our healthcare investment banking article.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Wall Street Mojo

JANUARY 15, 2024

The AIS is a process that can generate reports based on the data provided that can be used further for deriving conclusion and decision making regarding investments and projects. Financial Data about individuals like past Months Bank Statement, Tax return receipts helps banks to understand customer’s credit quality, repayment capacity etc.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Wall Street Mojo

JANUARY 16, 2024

It denotes the organization's profit from business operations while excluding all taxes and costs of capital. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Mr. Agnes is a sole proprietor.

Corporation 98

Corporation Profitability Financial Models Financial Modeling 98

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). But people who aim for investment banking roles are very much into those bells and whistles, so questions about the DDM and other “exotic” methodologies began rolling in.

Valuation 64

Valuation DCF Debt Financial Models 64

How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. They may have specific financial models and return expectations that they need to meet.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Wall Street Mojo

JANUARY 15, 2024

Collateralized debt obligation (CDO) is a Structured product used by banks to unburden themselves of risk, and this is done by pooling all debt assets (including loans, corporate bonds, and mortgages) to form an investable instrument (slices/trances) which are then sold to investors ready to assume the underlying risk. read more it may cause.

Debt 52

Debt Banking Bank Investors 52

Wall Street Mojo

JANUARY 18, 2024

Banks and financial institutions Financial Institutions Financial institutions refer to those organizations which provide business services and products related to financial or monetary transactions to their clients. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 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 ).

Shares 52

Shares Financial Models Financial Modeling Profitability 52

MergersCorp M&A International

JANUARY 18, 2024

With years of experience in the investment banking and finance industry, the firm has built a formidable reputation for its expertise and ability to guide businesses through the intricate process of M&A. When it comes to M&A, international finance plays a crucial role in ensuring the success of the transaction.

M&A 52

M&A Consulting Mergers and Acquisitions Finance 52