Wizenius

JUNE 25, 2023

Additionally, consulting with industry experts, financial advisors, or utilizing established valuation methodologies can provide further insights into determining an appropriate discount rate. Thanks, Pratik S , Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today!

Financial Models 52

Financial Models Financial Modeling Investment Banking DCF Analysis 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

OfficeHours

JULY 22, 2023

Learn the essential strategies for financial modeling. We know that last year, not all associate roles were filled up during On-Cycle because PE firms did not find enough Homerun candidates. They saved a few spots for later in the cycle!

Private Equity 130

Private Equity Recruitment Equities Financial Modeling 130

Wizenius

AUGUST 16, 2023

This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas. Thanks, Pratik Unlock the Secrets of Investment Banking and Financial Modelling - Enroll in Wizenius Investment Banking Course Today!

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

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. What Are Corporate Finance Jobs? They could potentially test your Excel skills or even VBA, Power BI, Tableau, etc.,

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Peak Frameworks

SEPTEMBER 12, 2023

Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. At its core, a retainer fee is a financial agreement that ensures mutual commitment between professionals and their clients. This type is common in sectors like biotechnology where specialized financial advice is necessary.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Software Equity Group

OCTOBER 25, 2023

LEARN MORE: Understanding the SaaS Financial Model: Key Concepts and Methods Common COGS expense line items for software companies include: Hosting expenses to deliver the actual software. This includes the employees’ assigned implementation, consulting, data migration, and training duties. This includes their salaries.

Profitability 95

Profitability Professional Services Business IT 95

Wall Street Mojo

JANUARY 15, 2024

In case of ambiguity, a tax professional should be consulted to avoid any miss in tax compliance as there are fines and penalties for tax defaulters. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Accountant 52

Accountant Profitability Financial Models Financial Modeling 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. Complete an Excel or financial modeling course or the most relevant parts of one (see our 10- and 20-hour study plans ).

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

MARCH 13, 2024

From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity. Growth equity offered a compromise: Modeling and deal work, networking, and shorter hours than most PE roles.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Devensoft

AUGUST 22, 2023

Financial Modeling Software: Advanced financial modeling software, like Microsoft Excel with specialized add-ins or dedicated financial modeling tools, allows for complex enterprise value calculations. These tools may incorporate sophisticated valuation techniques and scenarios.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Mergers and Inquisitions

APRIL 12, 2023

In regions like London and Hong Kong , ACs are used for investment banking , sales & trading , and other areas at banks and consulting firms. You should not expect a detailed financial modeling test or other Excel work; these short case studies usually involve “back of the envelope” math.

Investment Banking 64

Investment Banking Bank Banking Investment 64

How2Exit

APRIL 10, 2023

Concept 2: Raise Money Compliantly Raise.com is a consultancy and licensing firm that helps their clients to raise capital for their businesses. Additionally, companies should consider providing investors with informational materials, such as financial models and presentations.

Capital 130

Capital Investors Investment Broker 130

Razorpay

MAY 6, 2024

Recurring billing is a fundamental financial model that facilitates the automatic and periodic collection of payments for products or services, typically through subscriptions. For example, Practo is a healthcare platform that offers subscription-based services for access to telehealth consultations and medical records.

Entertainment 52

Entertainment Business Accountant Education 52

Mergers and Inquisitions

JULY 19, 2023

More differences emerge when you compare long-only hedge funds to long-only asset management: Investment Analysis and Financial Modeling You complete similar analyses and financial models at any “fundamental” firm ( long/short equity , long-only, activist , event-driven , etc.). hiring MDs to analyze biotech companies).

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

JULY 26, 2023

Many search fund founders are relatively young (35-40 or less) and come from banking, consulting, or general management backgrounds; many also have MBAs. The Interview Process for a Search Fund Internship You are unlikely to get traditional “technical questions” unless you’ve marketed yourself as having financial modeling experience.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

MAY 24, 2023

If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course. And the only way to test this claim is to value each division separately and add them up: The example here is for LG Chem, a conglomerate in South Korea. should convertible arbitrage be in this category?)

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.: Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

NOVEMBER 1, 2023

Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. Advanced Financial Modeling : There’s a case study on Jazz Pharmaceuticals if you’re more interested in that vertical.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Beyond M&A

FEBRUARY 18, 2025

Not the worst I’ve seen which was 198 competing epics which was really down to poor record keeping and project management) This was an easy one for a consultant (or Gordon Ramsay): simplify the menu. A financial model breaking down cost, value, effort, and time. Not a popular choice, but essential for survival.

Engineering 130

Engineering M&A IT Financial Modeling 130

Chesapeake Corporate Advisors

MARCH 19, 2025

In addition, CCAs investment banking team included Associates Aidan Olmstead and Kevin Afriyie who focused on deal execution support, financial modeling, and marketing material creation. We extend our most sincere thanks and congratulations to Stephanie Germano and the BRS management team on achieving such a meaningful milestone.

Investment Banking 52

Investment Banking Corporation Utilities Advisory 52

Lake Country Advisors

FEBRUARY 6, 2025

Trade secrets, financial models, and operational methods are critical assets that must remain protected to preserve market advantages. From the initial consultation to the final handover, our team works tirelessly to ensure that sensitive information is protected at every stage. Ready to sell your business with confidence?

Broker 72

Broker Sale Business Securities 72