Peak Frameworks

SEPTEMBER 19, 2023

Application in Private Equity and Corporate Finance In the heart of high-stakes deals and corporate strategies, price indices serve as a touchstone for decision-making processes in both private equity and corporate finance. The drop in oil prices in early 2020 led to significant changes in related indices.

Private Equity 52

Private Equity Corporate Finance Finance Finance 52

Mergers and Inquisitions

OCTOBER 16, 2024

I worked in corporate finance at Johnson & Johnson out of undergrad but switched to the business development team because the work was more dynamic, and I preferred working on partnerships over reporting and budgeting. Interviewee: Well, I’m a finance major, so I want to do something fast-paced in finance.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Peak Frameworks

SEPTEMBER 12, 2023

The Role of WTO in Private Equity, Investment Banking, and Corporate Finance The World Trade Organization (WTO) serves as a linchpin in the realm of international trade, thereby indirectly shaping the global finance industry. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Focus Investment Banking

DECEMBER 1, 2023

LFM is excited to add another impressive platform company to the firm’s growing portfolio,” commented Steve Cook, LFM Executive Managing Director. “We We believe SisTech’s excellent production model and strong operational track record are truly differentiated in a fragmented market.

Investment Banking 52

Investment Banking Manufacturing Investment Bank 52

Mergers and Inquisitions

JUNE 19, 2024

Before doing anything else, you must decide on your fund size and team size, which depend on your strategy and the number of portfolio companies you plan to invest in. To keep things simple, let’s assume that you want a portfolio of 25 startups and you plan to invest in seed rounds for an average of $2 million per startup.

Capital 105

Capital Funds Investment Portfolio 105

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market. This strategy leverages existing business activities to mitigate risk exposure.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Peak Frameworks

SEPTEMBER 19, 2023

ZBB, which has gained popularity among large American corporations like Kraft Heinz, calls for the justification of every expense in every new period and promotes a cost-conscious culture. This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Mergers and Inquisitions

FEBRUARY 19, 2025

The main differences are: Less involvement in portfolio company review, fundraising, and deal execution. Yes, a corporate finance or wealth management internship might look worse on your resume/CV, but larger companies are a much better bet if you need the money. What do you think about our portfolio companies?

Capital 59

Capital Bank Banking Recruitment 59

Peak Frameworks

SEPTEMBER 11, 2023

In the realm of finance, this could mean regularly reviewing investment portfolios to ensure they align with a client's risk tolerance and return expectations, or analyzing financial reports for discrepancies and errors. In 2012, Microsoft made a significant corporate financial decision — the acquisition of Yammer for $1.2

Finance 52

Finance Finance Management Private Equity 52

OfficeHours

AUGUST 9, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Due diligence is arguably more important on the buyside than in any other finance role, given that you have to live with your investment for the long term.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

The TRADE

FEBRUARY 5, 2024

He also led Deutsche Bank’s corporate financing business in India and contributed heavily to the development of the bank’s structured finance business across south and southeast Asia. Mark Burgess joined commodities specialist Marex as equities trader following a 14-year stint at Winterflood Securities.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Focus Investment Banking

MAY 31, 2024

Washington, DC (May 31, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, and (..)

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52

Periculum Capital

OCTOBER 27, 2023

The Company will continue to operate under its legacy name while expanding GMS’s complementary product portfolio and geographic presence within the Phoenix metro market. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale Management IT Advisory 52

Focus Investment Banking

JULY 20, 2023

Washington, DC, (July 20, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that GEM Manufacturing (“GEM”), a portfolio company of CORE Industrial Partners (“CORE”), has acquired Coining Manufacturing LLC (“Coining”) (..)

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52

Focus Investment Banking

SEPTEMBER 17, 2024

Washington, DC (September 17, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, (..)

Investment Banking 52

Investment Banking Acquisitions Investment Bank 52

OfficeHours

AUGUST 20, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Due Diligence in Private Equity Due diligence is arguably more important on the buyside than in any other finance role, given that you have to live with your investment for the long term.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Peak Frameworks

SEPTEMBER 19, 2023

Implications in Asset Pricing and Portfolio Selection Asset pricing is another area where this heuristic plays a role. Pitfalls in Private Equity and Corporate Finance In private equity , where major buyouts and acquisitions happen, the representativeness heuristic can lead to massive oversights.

Finance 52

Finance Finance Private Equity Investment 52

Periculum Capital

MARCH 8, 2024

SAM is a portfolio company of Peak Rock Capital. With a young family to support and having recently departed from a comfortable corporate role, he took the bold step of founding PrecisionPoint. Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc.,

Sale 52

Sale IT Capital Advisory 52

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. For example, corporate banking would satisfy many of these goals.

Investment Banking 59

Investment Banking Management Bank Banking 59

Peak Frameworks

MAY 17, 2023

In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry. Versatility in Problem-Solving VBA's flexibility allows finance professionals to create custom solutions for a variety of problems.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

Periculum Capital

NOVEMBER 2, 2023

Cadence, a Wellspring portfolio company and one of the largest distributors of lubricant, fuel, and other ancillary products in the eastern portion of the United States, was an ideal buyer as it sought to increase the density of its Indiana footprint following the acquisition of another Indiana distributor last year.

Sale 52

Sale IT Capital Advisory 52

Peak Frameworks

SEPTEMBER 11, 2023

The company’s product portfolio is strategically aligned with this mission, providing electric vehicles and renewable energy solutions. By mastering this framework, financial professionals can gain a competitive advantage in areas such as private equity, investment banking, and corporate finance.

Collaboration 52

Collaboration Private Equity Investment Banking Finance 52

Peak Frameworks

JUNE 21, 2023

For example, to calculate the average return of an S&P 500 portfolio over the past ten years, we would sum up the returns for each year and then divide by ten. , In corporate finance, the mean can aid in forecasting key business metrics, thus informing strategic decision-making.

Financial Analysis 52

Financial Analysis Private Equity S&P Corporate Finance 52

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. On the surface, these changes address some big problems with the CFA: The lack of relevance to many finance careers and the limited practical skills tested. When is the CFA Useful?

CFA 59

CFA Investment Banking Bank Banking 59

Periculum Capital

MARCH 11, 2022

SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Select Home Health Services, Inc.

Sale 52

Sale IT Healthcare Capital 52

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 Bank Banking 59

Mergers and Inquisitions

MARCH 22, 2023

So, if you’ve accepted an offer at CS, all you can do at this point is network around and look at fields outside of IB (Big 4, corporate banking, valuation, corporate finance, etc.), and see if anything is available at the last minute.

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

SEPTEMBER 13, 2023

Most dedicated distressed funds offer less liquidity and longer lock-up periods than other hedge funds, and they tend to hold positions for months or years with fairly concentrated portfolios. You will not be a good candidate for venture capital, growth equity, or corporate finance roles because the skill sets are too different.

Debt 103

Debt Funds Investment Equities 103

Focus Investment Banking

APRIL 14, 2024

Many smaller operators who are well positioned with a solid customer base, a robust portfolio of goods, and healthier product lines could explore a sale at today’s attractive pricing, with options to sell to an industry competitor or a private equity group (PEG). Bakery industry challenges remain, and the market is increasingly competitive.

M&A 52

M&A Food Private Equity Manufacturing 52

Wall Street Mojo

JANUARY 4, 2024

Diversification : Empire building often involves diversifying the company’s portfolio by entering new markets or industries. Differences in corporate culture and management styles may lead to conflicts and hinder effective collaboration. This diversification spreads risk and reduces dependence on a single market segment.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.:

Investment Banking 59

Investment Banking Bank Banking Investment 59

Growth Business

MARCH 1, 2024

Rob Myers, senior partner and UK head at Equistone Partners Europe explains how over the past 30 years, private equity has evolved into a central component of the European corporate funding landscape – particularly in the UK. However, there is hope things will improve in 2024.

Private Equity 59

Private Equity Equities Investment Business 59

Mergers and Inquisitions

APRIL 24, 2024

Energy Consulting to Asset Management: Consulting is closer to finance than engineering, but a pre-MBA internship would still be useful because AM firms recruit relatively few MBAs and normally want people with finance experience. You’re looking for a pre-MBA internship but can also work part-time in the first year of your program.

IT 59

IT Investment Banking Recruitment Finance 59

Solganick & Co.

NOVEMBER 12, 2024

Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40