Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

Wizenius

AUGUST 16, 2023

For more complex transactions, especially those involving significant capital, external audit and legal firms might be enlisted. 4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt. Table of contents What Are Convertible Securities?

Securities 98

Securities Shares Investors Financial Models 98

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

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

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. Some PE firms also invest in this vertical, typically via separate groups (see below).

Private Equity 59

Private Equity Healthcare Equities Middle Market 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

Tyton Partners

FEBRUARY 3, 2025

Key areas of focus for investment include technology platforms that enhance learning outcomes, services improving operational efficiency, and innovative financial models that make education more affordable and sustainable. We are keen to explore these developments and assess their potential impact on your business in 2025.

Education 52

Education Sale Investors Medical 52

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Speaking with customers, suppliers, management teams, and market participants.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MAY 24, 2023

Special Situations – These funds focus on companies that are spinning off or divesting divisions, reorganizing, or otherwise going through more unusual changes (not just simple acquisitions or capital raises). 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g.,

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: 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

For example, Capital IQ splits up the sector by metal type (aluminum, diversified, copper, gold, precious metals, silver, and steel). Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above.

Investment Banking 52

Investment Banking Bank Banking 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. Its “portfolio” consists of that single company, assuming it finds and acquires one.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests.

Recruitment 59

Recruitment Funds Private Equity Investment 59

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

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 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

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets.

CFA 59

CFA Investment Banking Bank Banking 59