European Investment Bank

JUNE 20, 2024

As part of its Climate Strategy, the European Investment Bank drew up a list of eligible sectors and eligibility criteria for climate action and environmental sustainability. This version of the document also updates environmental sustainability definitions to reflect the EU Taxonomy Environmental Delegated Act.

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Investment Banking Banking Bank Investment 52

Focus Investment Banking

JUNE 8, 2023

The group has been assisting listed companies in communicating and developing financial and non-financial documents (URD, ESEF, DPEF, CSR, climate reports, etc.) Download this press release as a PDF The post FOCUS Investment Banking Represents The LABRADOR Group in its acquisition of Argyle appeared first on FOCUS Investment Banking LLC.

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Investment Banking Bank Banking Acquisitions 52

Wizenius

MAY 4, 2023

As a finance student, you'll likely come across the term "term sheet" when studying investment banking and finance. In investment banking, a term sheet is a non-binding document that outlines the basic terms and conditions of an investment or financing deal between two parties. What is a Term Sheet?

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Investment Banking Investment Banking Bank 52

H. Friedman Search

JUNE 21, 2024

A Significant Change As we mentioned in previous blogs, positions now are limited and getting hired is more challenging because of the disruption that has been created by the exiting of two very large investment banking firms and the absorption of their bankers, both the originating ones as well as the transactional bankers and their juniors.

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Business Recruitment Finance Finance 246

Wizenius

OCTOBER 5, 2024

In continuation to my earlier post, this is the concluding part on the IB sell side M&A process 6) Due Diligence After receiving the Indicative Offers, a selected set of potential investors will conduct their respective due diligence.

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M&A Investment Banking Investment Banking 52

Beyond M&A

SEPTEMBER 11, 2023

Firms that qualify can benefit from a Free Virtual Data room using LENS – the platform where we simplify your diligence procedures and document management, accelerating your path to funding. Beyond M&A is committed to helping firms in the capital-raising process work securely and efficiently.

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M&A Capital Raising Capital Investment Banking 130

Mergers and Inquisitions

JULY 26, 2023

Search fund founders need interns for countless tasks: filtering/screening companies, conducting due diligence, reviewing company documents, and, once the deal closes, reviewing the company’s financial performance. And you need early experience to get internships that convert into full-time offers at large banks.

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Private Equity Investment Banking Funds Equities 52

The TRADE

OCTOBER 13, 2023

The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE. The new entity is a “leading force in UK investment banking and the adviser of choice for UK listed companies,” said Deutsche Bank, with Alex Ham, and Ross Mitchinson having been named co-chief executives.

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Bank Banking Acquisitions Investment Banking 59

Focus Investment Banking

AUGUST 10, 2023

The Labrador Group, a leading global communication firm specializing in corporate disclosure documents, headquartered in Paris, France, has acquired Argyle, a leading advisory and creative services provider for US public company shareholder communications. This case study highlights the unique process of this transaction.

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Investment Banking Advisory Corporation Banking 52

Wizenius

MAY 29, 2024

Associates are busy with presenting the analysis and documents 5) Analysts: They spend most of their time in the office with limited client face time. Basically, VP’s responsibilities span across the Business Development as well as Deal Execution 4) Associate: They have relatively less client facing time then the senior bankers.

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Investment Banking Investment Banking Bank 40

Focus Investment Banking

AUGUST 2, 2023

We also provide commentary on current supply chain trends and document the ups and downs in public company valuations. DOWNLOAD THIS REPORT The post Supply Chain Technology and Logistics Report First Half 2023 appeared first on FOCUS Investment Banking LLC.

Private Equity 52

Private Equity Investment Banking Valuation M&A 52

Focus Investment Banking

FEBRUARY 4, 2025

Legal : Corporate documents, legal issues, compliance with regulations. The timeline for completing a sale or investment transaction is typically 6-to-9-months, but it can extend based on complexity or unforeseen events. Operational : Daily operations, staffing, KPIs, and efficiency metrics.

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Sale Negotiation Business Private Equity 52

How2Exit

SEPTEMBER 22, 2024

With over 15 years of experience in investment banking, primarily in London, Ian has led numerous successful M&A transactions. Repeatable Processes : Develop and document processes that ensure scalability and allow the delegation of tasks to less experienced team members.

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Mergers and Acquisitions Business Sale M&A 130

European Investment Bank

NOVEMBER 27, 2023

The European Investment Bank (EIB) is one of the largest multilateral providers of climate finance, and is committed to advancing climate action and environmental sustainability through its Climate Bank Roadmap.

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Investment Banking Banking Bank Finance 52

The TRADE

SEPTEMBER 21, 2023

UK-based investment bank Peel Hunt has appointed the former head of electronic and program trading and sales at Numis Securities to head up its own electronic trading division. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Electronics 52

Electronics Trading Investment Banking Banking 52

Solganick & Co.

OCTOBER 11, 2023

Sector growth is driven by the legal services segment, which is on the forefront of awareness of tech-solutions such as billing & tracking, document management, and payment processing. ChatGPT and GenAI tools are being leveraged to eliminate routine tasks, review documents, automate contracts, and conduct predictive case analysis.

M&A 52

M&A Investment Banking Utilities Advisory 52

Wizenius

JUNE 25, 2023

As an investment banking analyst, the selection of comparable companies for a valuation analysis is a crucial task that requires careful consideration and justification. Justification: Document and provide a rationale for the selection of specific comparable companies. Start your journey towards success today!

Valuation 52

Valuation Financial Modeling Financial Models Investment Banking 52

OfficeHours

JULY 8, 2023

Yes Not yet There’s a process and art to this and I wouldn’t go in unprepared is all I will say… Access our Free Headhunter Documents from our PE Platform here 5 Questions Headhunters Ask Investment Banking Analysts Headhunters are the gatekeepers to many buyside jobs including those in private equity, growth equity, & hedge funds.

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

Focus Investment Banking

MARCH 10, 2025

Pass on domain knowledge to team members or document it. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. For a successful exit, the answer should usually be Yes. You cant be the walking encyclopedia of the company.

Investment 52

Investment Book-building Sale Business 52

Focus Investment Banking

NOVEMBER 3, 2023

The post Business Services 3Q 2023 M&A Report appeared first on FOCUS Investment Banking LLC. This resurgence in activity suggests that M&A will remain a significant strategy for growth and adaptation in the sector in the coming quarters. Download the full report here.

M&A 52

M&A Business Investment Banking Economics 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant. DCM would be a tougher sell because you only work with investment-grade bonds. But it’s more common to go from law school to investment banking and then move to a hedge fund.

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Debt Funds Investment Equities 103

Focus Investment Banking

AUGUST 13, 2023

It provides potential buyers or investors with access to essential documents, such as financial statements, contracts, intellectual property records, and operational data, enabling them to thoroughly assess the target company's value, risks, and potential synergies. FOCUS helps our clients understand key steps to consider and how to prepare.

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Business Financial Statement Mergers and Acquisitions Sale 52

Peak Frameworks

OCTOBER 17, 2023

The minutes of these meetings not only highlighted the gravity of the situation but also documented the multiple avenues explored before arriving at decisions. Relevant references to documents: Any supporting materials discussed or referred to. How to Prepare: Review any pre-meeting documents or agendas distributed.

Finance 52

Finance Finance Accountant Shares 52

Focus Investment Banking

JULY 24, 2024

We also provide commentary on current supply chain trends and document the ups and downs in public company valuations. In our First Half 2024 report, we summarize 125 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening.

Valuation 52

Valuation M&A 52

Focus Investment Banking

JULY 24, 2024

We also provide commentary on current supply chain trends and document the ups and downs in public company valuations. In our First Half 2024 report, we summarize 125 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening.

Valuation 52

Valuation M&A 52

Focus Investment Banking

FEBRUARY 21, 2024

We also provide commentary on current supply chain trends and document the ups and downs in public company valuations. In our Second Half 2023 report, we summarize 73 M&A transactions across the Supply Chain Technology and Logistics segments including the reason why they are happening. DOWNLOAD THIS REPORT

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Valuation M&A 52

MergersCorp M&A International

JANUARY 16, 2024

These transactions require various administrative functions to be handled with precision, ranging from legal documentation to regulatory compliance and financial reporting. One of the critical aspects of M&A transactions is legal documentation.

Corporation 52

Corporation Mergers and Acquisitions M&A Mergers 52

Peak Frameworks

AUGUST 15, 2023

Organization and Structure A well-structured document makes it easier for the reader to follow your points. This is particularly important in lengthy documents like annual reports. And remember, a well-proofread document is non-negotiable. Proper sectioning, headings, and bullet points can significantly enhance readability.

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Business Corporation Finance Finance 52

Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal. The tax specialist also recommends strategies to reduce your tax liability and works with the CPA and investment banker to determine the best deal structure.

Business 52

Business Sale M&A Negotiation 52

Focus Investment Banking

AUGUST 29, 2023

FOCUS Investment Banking represented DIGITALiBiz, Inc. He gave us an outline of what we were going to need—our revenue, our EBITDA, our taxes, what amounted to thousands of documents. The documentation was smooth initially. We provided tons of documentation. iBiz), a U.S. He made us very comfortable.

M&A 52

M&A Mergers and Acquisitions Government IT 52

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. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals. What is Sports Investment Banking?

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Investment Banking Bank Banking Investment 105

Focus Investment Banking

JUNE 21, 2024

Fourth, DCR Systems developed CollisionClarity , its own software application that “essentially forces us to document everything that we do, whether it be through pictures, videos, position statements, manufacturers work, instructions, any industry supportive documents that we’re building,” Giarrizzo said.

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Manufacturing IT Business Insurance 52

OfficeHours

AUGUST 7, 2023

Look for the pages with a company overview, key investment highlights, and financials first. Skim through the rest of the document, but don’t put pressure on yourself to memorize every single detail. investment banking, private equity , VC, etc.) and how our process works.

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Investment Business Underwriting IT 130

Focus Investment Banking

SEPTEMBER 17, 2024

An LOI is a crucial document that outlines the basic terms and conditions of the transaction. While the LOI is a preliminary document, it should still cover all critical aspects of the deal. While legal jargon is necessary for certain provisions, the overall tone of the document should be straightforward.

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Negotiation M&A Private Equity Risk Management 52

Focus Investment Banking

MAY 15, 2023

Alpha Systems started as a paper document management company that mostly served patient care institutions throughout the Mid Atlantic. The post Preparing for a Sale: How a Two-Generation Family-Owned Business Achieved a Successful Exit appeared first on FOCUS Investment Banking LLC.

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Sale Business Healthcare Management 52

Periculum Capital

OCTOBER 27, 2023

They were well-organized and made the due diligence process and documentation run smoothly. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. Thanks to the entire Periculum team for bringing us to a successful closing!”

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Sale Management IT Advisory 52

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing.

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Debt Food Debt Capital Markets Capital 52