Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. Convertible securities combine features of both debt and equity instruments.

Securities 98

Securities Investors Shares Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

One of the most prominent ones is the assets section, which includes current assets like cash and equivalents, followed by long-term assets such as property and investments. Liabilities come next, divided into current liabilities (like debts and payables) and long-term liabilities (e.g., read more other companies.

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

OfficeHours

AUGUST 20, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). The main goal of private equity companies is to enhance the value of the companies in which they invest, usually over a 5 to 10-year hold period, and then exit their investment.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Mergers and Inquisitions

APRIL 12, 2023

Over time, investment banking recruiting has become more impersonal with developments like HireVue interviews , online tests, and recruiters conducting the initial screens. In regions like London and Hong Kong , ACs are used for investment banking , sales & trading , and other areas at banks and consulting firms.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. And wealth managers at large banks may advise people with as little as a few hundred thousand to invest. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59

Wall Street Mojo

JANUARY 17, 2024

It accounts for three major business activities in which cash is exchanged, i.e., operating, investing, and financing. The investing activities comprise the long-term asset purchase or sale. read more in a business from three significant activities: operating, investing, and financing.

Accountant 98

Accountant Finance Finance Profitability 98

Wizenius

JUNE 25, 2023

The WACC considers the cost of debt and equity financing and reflects the risk associated with the company's capital structure. Additionally, consulting with industry experts, financial advisors, or utilizing established valuation methodologies can provide further insights into determining an appropriate discount rate.

Financial Models 52

Financial Models Financial Modeling Investment Banking DCF Analysis 52

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., minutiae about issues like OID for debt issuances ) and did not accurately represent a 1- or 2-hour case study. How would you screen the market and use your network to find potential investments? Specifically, should we invest €60 million at a pre-money valuation of €1.2

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Wizenius

AUGUST 7, 2023

Even the banks where you deposit your money are legally required to retain only 3-10% of their funds, allowing the remaining to be invested or lent out. While a balance sheet provides a snapshot of a company's financial position on a specific date, valuation reflects expectations of the company's worth several years into the future.

Valuation 52

Valuation Investment Banking Financial Analysis Financial Modeling 52

How2Exit

APRIL 10, 2023

They also help their clients to talk to lenders for the debt portion of the deal and to talk to private equity firms to see what their criteria is. Companies must also be able to identify potential investors who may be interested in investing in a deal. The market is volatile, and investors are becoming more cautious.

Capital 130

Capital Investors Investment Broker 130

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). But people who aim for investment banking roles are very much into those bells and whistles, so questions about the DDM and other “exotic” methodologies began rolling in.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Wall Street Mojo

JANUARY 18, 2024

Banks and financial institutions Financial Institutions Financial institutions refer to those organizations which provide business services and products related to financial or monetary transactions to their clients. Table of contents What Is A Bullet Bond?

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Investment Banking 52

Investment Banking Bank Banking Investment 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 ).

Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 17, 2024

read more 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 ).

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

How2Exit

AUGUST 22, 2023

This case illustrates how financial analysis can uncover hidden problems and guide decision-making. rn Concept 5: Acquisition Entrepreneurs Analyze Potential Deals rn Acquisition entrepreneurs play a critical role in the business world by analyzing potential deals and identifying valuable opportunities for growth and investment.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. a credit rating vs. an investment recommendation).

Equities 59

Equities Asset Management Debt Recruitment 59

Wall Street Mojo

JANUARY 17, 2024

Investors should take extra care before investing their money or before entering such contracts. The Credit default swap helps to transfer the credit risk Credit Risk Credit risk is the probability of a loss owing to the borrower's failure to repay the loan or meet debt obligations. read more from the buyer to the third party.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Profit and Loss Statement Explained The P&L statement is a financial report containing a company’s costs, profits , and revenue. It also demonstrates the company’s ability to increase sales and profits by controlling its debts and costs. They can make further investment decisions based on the same.

Profitability 52

Profitability S&P Financial Statement Accountant 52

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). These firms lie in the territory of life science venture capital firms that invest in high-risk, early-stage companies. Some PE firms also invest in this vertical, typically via separate groups (see below).

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. They may have specific financial models and return expectations that they need to meet.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. You could even say that a long-only fund that invests in undervalued companies based on their earnings announcements is “event-driven.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) In other words, banks’ lending activities are not constrained by their deposits. to back them.

Bank 123

Bank Banking Funds Government 123

Devensoft

AUGUST 22, 2023

As opposed to merely focusing on the market capitalization, which only accounts for the company’s equity value, the Enterprise Value Calculator considers the company’s debt, cash, and other financial liabilities. Regularly update financial data and assumptions to reflect the latest information and market conditions.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Focus Investment Banking

DECEMBER 5, 2024

For companies with multiple locations, investment bankers help clear the market and find the best possible buyers and terms. Investment bankers and brokers cannot and should not be providing tax advice, but what they can do is help structure deals unique to each individual seller’s needs by working in tandem with a CPA or financial advisor.

Business 52

Business Sale Negotiation Accountant 52

Wall Street Mojo

JANUARY 15, 2024

The process focusses on revenue earned, deductions, donations, gain or loss from investment, etc. There are expenses like provision for doubtful debts, which are considered for deduction in accounting in the current year. Every individual and corporate should follow them, even though they may be exempted from tax payment.

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. Again, you could ask this same question in 2 sentences: “Quick question – with the financing fees, you’re not factoring in the refinanced debt if the acquirer repays and replaces the target’s debt.

Investment Banking 59

Investment Banking IT Finance Finance 59

Growth Business

AUGUST 3, 2023

“I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. We invested after a little while. Someone pitched to me before they even really wanted to pitch and said, ‘We’re not looking for funding right now.’

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

JANUARY 31, 2024

In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

iMerge Advisors

APRIL 8, 2025

litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here. A well-run process creates competitive tension without overexposing the company.

M&A 40

M&A Valuation Private Equity Negotiation 40

Solganick & Co.

NOVEMBER 15, 2023

EBITDA acts as a valuable tool for investors, analysts, and stakeholders, providing a quick assessment of a company’s financial health. It aids in assessing the efficiency and profitability of a business, enabling stakeholders to gauge its ability to repay debt, fund future growth, and generate sustainable earnings.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people. but it’s fine for your first job.

Private Equity 101

Private Equity Investment Banking Debt Funds 101