Peak Frameworks

MAY 2, 2024

The Role of Financial Analysis in Vertical Mergers Financial analysis underpins the decision-making process, involving: Financial Modeling: Creating models to forecast the financial performance of the merged entity.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

Peak Frameworks

SEPTEMBER 11, 2023

For instance, financial institutions may offer specialized training programs to help employees develop expertise in areas like risk management or financial modeling. Change Management The financial sector is subject to constant change due to evolving regulations, market dynamics, and technological advancements.

Financial Institution 52

Financial Institution Finance Finance Management 52

OfficeHours

MAY 31, 2023

My degree didn’t make me a better financial modeler. We conceive our own definition of success. Having spent the entirety of my own career in investment banking and then in private equity, my definition of success had become somewhat…rigid. I didn’t start a billion-dollar company.

Business 147

Business Private Equity Investment Banking Equities 147

Peak Frameworks

SEPTEMBER 12, 2023

For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. Deliverables: Clearly outline the outcomes expected, whether it's a detailed financial analysis, a list of potential investors, or a finalized deal.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Wall Street Mojo

JANUARY 16, 2024

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Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

Wall Street Mojo

FEBRUARY 8, 2024

But here, another crucial point to understand that if the copayment is high, it will definitely lower the premium, but the basic reason of insurance will take a backseat. Financial aid during necessity related to health issues is an important requirement for the citizens of any country.

Insurance 98

Insurance Medical Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 17, 2024

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Securities 98

Securities Investors Shares Stock 98

Peak Frameworks

MAY 17, 2023

VBA for Excel: A Basic Understanding Definition of VBA VBA, or Visual Basic for Applications, i s an event-driven programming language developed by Microsoft. For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

Wall Street Mojo

JANUARY 15, 2024

Management, investors, shareholders, financiers, government, and regulatory agencies rely on financial reports for decision-making. 3 – Established Procedures As stated in the definition, AIS follows predefined steps and procedures to perform various functions. read more , etc. #3

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

OfficeHours

JUNE 12, 2023

If you were part of a finance or investment club in college, you can definitely highlight that experience to show that you have the investing mindset that it takes to succeed in private equity.

Private Equity 147

Private Equity Equities Investment Valuation 147

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position.

Accountant 98

Accountant Finance Finance Profitability 98

Wall Street Mojo

JANUARY 18, 2024

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Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

Wall Street Mojo

JANUARY 4, 2024

Cost Allocation Definition Cost allocation is the method of identifying as well as assigning the elements of cost to each cost object, such as a product or a department for which cost is to be allocated, based on an appropriate cost driver, which serves as a base for allocation of the elements of the cost.

Financial Modeling 52

Financial Modeling Financial Models Profitability Valuation 52

M&A Leadership Council

FEBRUARY 15, 2023

To what extent are you able to incentivize synergy performance beyond that which is captured in the financial model? 3. Operating Model Development and Execution: Of these critically important strategic sub-processes, this one has our vote for the most universally misunderstood and most poorly managed.

M&A 93

M&A Business IT Financial Modeling 93

Mergers and Inquisitions

DECEMBER 6, 2023

You might think that as a Hedge Fund Analyst , you’ll do deep market research, speak with counterparties, suppliers, and customers, and build detailed financial models to support your views… …and you would do those things if you were at a single-manager hedge fund. What Do You Do as a Multi-Manager Hedge Fund Analyst?

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate Finance Jobs Definition: In corporate finance, you manage a company’s financial statements, cash, and capital structure, and you forecast and plan its future financial performance, usually on a divisional or regional level for large companies. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

JANUARY 16, 2024

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Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? This definition excludes life sciences and biopharmaceutical companies because they differ greatly from service and device companies. That said, there is far more healthcare PE activity in the U.S.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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

Wall Street Mojo

JANUARY 18, 2024

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. Table of contents Certificate of Deposit (CD) Definition Certificate of Deposit Explained History Features Types Examples What is Negotiable CD?

Financial Institution 52

Financial Institution Accountant Bank Banking 52

Wall Street Mojo

JANUARY 16, 2024

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Accountant 52

Accountant Bank Banking Financial Modeling 52

Wall Street Mojo

JANUARY 15, 2024

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Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

Mergers and Inquisitions

MARCH 13, 2024

Growth Equity Definition: In traditional growth equity, firms invest minority stakes in companies with proven business models that need the capital to expand; some firms also use “growth buyout” strategies, which are like traditional leveraged buyouts but with higher growth potential. You could keep going and add plenty of names.

Private Equity 105

Private Equity Equities Capital Portfolio 105

M&A Leadership Council

JANUARY 4, 2024

Resourcing is key to deal-thesis attainment , so build in appropriate costs to the deal’s financial model. The best definition of integration I have ever heard doesn’t even mention integration per se. Redefine integration. Like all aspects of M&A, integration is perhaps the ultimate “experience-driven” capability set.

M&A 52

M&A Management Financial Modeling Financial Models 52

Mergers and Inquisitions

JULY 19, 2023

I’ll answer both questions here, but I want to start with a few definitions: What is a Long-Only Hedge Fund? Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. There are payment plans and financial aid options in some cases, but you should not expect to pay $100 for the full curriculum, mock interviews, and resume editing.

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

APRIL 12, 2023

Investment Banking Assessment Center Definition: The assessment center (AC) is the final step in the IB recruiting process in places like Hong Kong, London, and other parts of EMEA ; it requires you to complete online tests, case studies, group exercises, and specialized tasks in addition to standard interviews.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 24, 2023

But, as usual, I want to start with the definitions and fund types: What is an “Event-Driven Hedge Fund”? If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

APRIL 5, 2023

I’ll address all these points here and cover the advantages and disadvantages of SWFs, but let’s start with the definitions and overview: What Are Sovereign Wealth Funds? And while the pay ceiling is lower, it’s not that big a difference until you reach the top levels – especially after factoring in the lower taxes.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

JANUARY 31, 2024

In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation. Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds?

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

FEBRUARY 28, 2024

Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. You cover quarterly earnings and send updated models and notes to clients and other teams. existing coverage” in ER.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

JULY 3, 2024

That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job. But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID). interview and hire candidates ~1.5 – 2.0+

Recruitment 59

Recruitment Private Equity Equities Funds 59

Growth Business

AUGUST 3, 2023

There’s definitely a common range at early stage, between 15-25 per cent, or four-to-six-times’ of your round size. Most funds will have preset requirements, going through financial models like cash flows, balance sheets and profit and loss forecasts, so be really clued up on your numbers. “It

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

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? What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Wall Street Mojo

JANUARY 16, 2024

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Accountant 98

Accountant Financial Modeling Financial Models Investment 98