Mergers and Inquisitions

MAY 3, 2023

It can be useful for certain companies, such as power and utility firms and midstream (pipeline) operators in oil & gas … …but it’s also much harder to set up and use than a standard DCF. The basic set of steps looks like this: Step 1: Forecast Revenue and Expenses This is the same as in any other 3-statement model or DCF.

Valuation 64

Valuation DCF Debt Financial Models 64

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. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

MARCH 13, 2024

There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor. Scaling a company’s sales & marketing by hiring more sales reps. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

APRIL 7, 2024

Discounted Cash Flow (DCF) Analysis: This is the most common valuation method involving discounting future cash flows back to their present value. Understanding this macroeconomic factor can help anticipate market changes and potential investor behavior. Stability and methodical growth is seen is a positive characteristic.

Private Equity 52

Private Equity Valuation Equities Business 52

Software Equity Group

FEBRUARY 26, 2024

DCF: Discounted Cash Flow Estimates a company’s value and forecasts future cash flow by incorporating the time value of money. DCF is used when making investment decisions and understanding a business’s current and future value. FCF is the cash available on hand to pay investors and creditors.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 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. At a multi-manager, however, you’ll spend more time analyzing the catalysts , evaluating investor sentiment , and poring through data and analytics.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll find information on previous issuances and shareholders / investors, and you might occasionally work on a simple model for an IPO or bond issuance.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

SEPTEMBER 20, 2023

If you worked at a startup, how did you win more customers or partners in a sales or business development role? Although there have been many high-profile funding rounds lately, I don’t think most of these companies will have good outcomes for investors. Q: What are some key metrics and ratios for SaaS companies?

Capital 59

Capital Valuation Investment Portfolio 59

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). All mining companies care about their production and reserves and always want to convince investors that they can grow them over time. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Healthcare Private Equity Definition : A healthcare private equity firm raises capital from outside investors (Limited Partners), acquires companies in the healthcare services, devices, and healthcare IT segments, and aims to grow these firms and sell their stakes within 3 – 7 years to realize a return on their investments.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking 64

Investment Banking Equities Banking Bank 64

Mergers and Inquisitions

MARCH 5, 2025

For example, a company may have won approval for its drug and indicated that its expected peak sales will be $5 billion annually. Based on this, the market values the company at a 1x Enterprise Value / Peak Sales multiple, so its current Enterprise Value is $5 billion. Short LQDA, Long UTHR: This works if you have the opposite view.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Mergers and Inquisitions

NOVEMBER 20, 2024

Communication/presentation skills and technical/modeling/deal skills are all quite important, but “sales skills” are also crucial if you’re interviewing at a firm with significant sourcing. If the company executes well, it could easily reach $250 – $300 million in sales over the next 5 years, up from $90 million at the time of the deal.”

Private Equity 59

Private Equity Equities Capital Valuation 59

iMerge Advisors

APRIL 9, 2025

As we explore in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , understanding the drivers behind those multiples is critical to setting realistic expectations and preparing for a successful transaction. Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers?

Valuation 40

Valuation M&A Discounted Cash Flow Business 40