Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Projected Book Value of Equity at the end of the 15 years = from the proforma balance sheet that we developed in our DCF post.

Valuation 130

Valuation M&A DCF Shares 130

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. Factor Requirements: Some teams also structure their portfolios based on “ factors ,” such as quality, momentum, value, etc., These funds are usually multi-strategy as well.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? So, you could mention a related job, such as strategy, finance, or business development at a portfolio company, and say that you want to return to VC at a higher level eventually. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 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

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Interview Guide : There’s a DCF case study based on Attendo AB, a healthcare facility company in Sweden. in biology.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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