OfficeHours

JULY 11, 2023

government currently generates about $400 million of annual revenue 2.45/.4 If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. It’s business that caters to the U.S. 4 = 6.125x Revenue, what was NTM?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. Will the government raid our offices? You may have more options in certain groups, such as Treasury. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

FineMark

JANUARY 17, 2024

First, Americans experienced rapidly rising inflation driven by a combination of rolling COVID restrictions (which prompted pandemic-related government largess) and monetary easing meant to keep the economy from falling into the abyss. Today, at approximately 22 times earnings, the S&P is on the upper boundary of this valuation spectrum.

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

What we didn’t anticipate was the government liquidity cannons firing in response to three bank failures: Signature, Silicon Valley Bank, and First Republic. Additionally, the Strategic Petroleum Reserve (SPR) was drained to tamp down high energy prices, an action that is, effectively, a transfer payment provided by the government.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

The Dutch government recently announced a similar export-restricting initiative. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. You’ll notice our positioning hasn’t changed since our last letter.

S&P 52

S&P Bank Banking Investment 52