Software Equity Group

OCTOBER 31, 2023

At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. This makes financial modeling an invaluable tool for any company, but it’s important to understand that it is built on numerous assumptions and inputs.

Financial Models 52

Financial Models Financial Modeling Business Profitability 52

OfficeHours

MAY 29, 2023

GENERALLY FOR INCOMING PE ASSOCIATES LOOKING TO LEVEL UP TO VP… Perfect for anyone starting their Private Equity Associate Job this summer… Discounts available for former OfficeHours Mentees, email nadia@getofficehours.com for more details Dive deeper into the details! You’ve got your dream private equity!

Private Equity 130

Private Equity IT Financial Modeling Financial Models 130

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wizenius

JULY 2, 2023

In the world of finance, Private Equity (PE) stands as a strategic and dynamic investment approach that unlocks value in businesses. 1) First Stage - Acquire Private Equity firms embark on a meticulous search for investment opportunities, resembling detectives on a mission. 2) Grow The excitement amplifies in the growth phase.

Private Equity 52

Private Equity Equities Investment Financial Modeling 52

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). To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. But outside of those, its status is murkier.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. In this guide, we’ll demystify the process of leveraging the Enterprise Value Calculator, a robust tool that considers intricate financial factors to accurately gauge a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Wall Street Mojo

JANUARY 17, 2024

Convertible securities combine features of both debt and equity instruments. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. read more have features of equity as well as debt.

Securities 98

Securities Shares Investors Financial Modeling 98

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may have more options in certain groups, such as Treasury.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity? How to Read Balance Sheet Liabilities? How to Analyze the Balance Sheet?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

Wall Street Mojo

JANUARY 3, 2024

read more shall stand true when revenue is reduced from the Owner’s equity , and Assets are reduced either in cash or accounts receivable. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Sale 98

Sale Accountant Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 4, 2024

Investors and financial professionals must be aware of accrued interest when engaging in transactions to avoid discrepancies in the valuation and pricing of securities. read more during reporting 10Q and 10k.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Wizenius

JUNE 5, 2023

Financial Modelling: Proficiency in financial modelling is highly valued in the investment banking industry. Highlight your skills in building and utilizing complex financial models to evaluate investment opportunities, project future financial performance, and assess risk.

Investment Banking 52

Investment Banking Bank Banking Investment 52

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. Sensitivity Analysis: Perform a sensitivity analysis to understand the impact of different discount rates on the valuation. Adjust the WACC to account for the company's specific risk profile.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking DCF Analysis 52

Wizenius

JULY 17, 2023

Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Financial Modelling: Practice financial statements in Excel to build comfort and eventually transition to financial modelling. Excel and PowerPoint: Become a master of these two applications!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wall Street Mojo

JANUARY 17, 2024

Accounting For Revenue Sharing Arrangements Examples Advantages And Disadvantages Revenue Sharing Vs Profit Sharing Vs Equity Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways Revenue sharing is the distribution of a company’s revenue among stakeholders, shareholders, and other contributors.

Shares 52

Shares Financial Modeling Financial Models Profitability 52

Wizenius

JULY 9, 2023

They also tend to have broader exit opportunities, such as moving to private equity, corporate finance, or executive roles within large corporations. Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Start your journey towards success today!

Bulge Bracket 52

Bulge Bracket Boutique Investment Banking Financial Modeling 52

Wall Street Mojo

JANUARY 18, 2024

To have material for the preparation of the financial statement The Preparation Of The Financial Statement Financial statements are written reports prepared by a company's management to present the company's financial affairs over a given period (quarter, six monthly or yearly). read more of the organization.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance. investment banking, private equity , VC, etc.)

Investment 147

Investment Investment Banking Finance Finance 147

Wall Street Mojo

JANUARY 17, 2024

In contrast, the financing activities involve all transactions that affect the equity and liabilities of a company. read more and balance sheet Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time.

Accountant 98

Accountant Finance Finance Profitability 98

Peak Frameworks

SEPTEMBER 19, 2023

For instance, someone with a deep understanding of equity research who is also proficient in data analytics and global economic trends embodies the T-shape model. An equity researcher might need insights from the tech department to evaluate a fintech startup's potential. Take the growth of Tesla.

Finance 52

Finance Finance IT Financial Modeling 52

Wall Street Mojo

JANUARY 15, 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 ).

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. A long/short equity fund could find an undervalued company, like it for reasons A, B, and C, and argue that its price will increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Wall Street Mojo

JANUARY 17, 2024

In the process of interest rate swap valuation , a fixed rate is exchanged for floating rate by taking advantage of the rate fluctuations in the financial market in order to obtain lower rates. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. LEARN MORE: Understanding the SaaS Financial Model: Key Concepts and Methods Common COGS expense line items for software companies include: Hosting expenses to deliver the actual software.

Profitability 95

Profitability Professional Services Business IT 95

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Valuation Techniques: Employing discounted cash flow (DCF) and comparative analysis to ascertain the target’s value.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

Wall Street Mojo

JANUARY 17, 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 ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

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. Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. But the U.S.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

JULY 19, 2023

If you’re interested in long-only hedge funds, you should ask a different set of questions: Do these long-only funds offer any advantages over strategies like long/short equity ? Theoretically, an equity fund could be long-only and manage its risk by buying stocks that are negatively correlated with the market.

Funds 52

Funds Asset Management Management Equities 52

Wall Street Mojo

JANUARY 15, 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 ).

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

Wall Street Mojo

JANUARY 15, 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 ).

Debt 52

Debt Bank Banking Investors 52

Growth Business

AUGUST 3, 2023

Do your research as each accelerator will want different levels of equity. Decide how much investment is being offered and how much equity they’re expecting you to give over. Decide how much investment is being offered and how much equity they’re expecting you to give over. Flexibility around your valuation will go a long way.

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Complete an Excel or financial modeling course or the most relevant parts of one (see our 10- and 20-hour study plans ).

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

APRIL 12, 2023

Complete a modeling test , such as a simple merger model , the Enterprise Value bridge calculation , valuation multiples, or credit stats and ratios in different scenarios. Read about a company and draft a report , similar to an equity research report , describing its key risks, opportunities, and current valuation.

Investment Banking 64

Investment Banking Bank Banking Investment 64

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. Tiger Global is another example of this issue: It started as a hedge fund but later expanded into private equity and venture capital , with different teams for each one.

Funds 59

Funds Management S&P Recruitment 59

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. LEARN MORE: Why Software Companies Choose Software Equity Group 4. Deciding what information to share through the data room is critical.

Negotiation 52

Negotiation M&A Investors Shares 52

Tyton Partners

FEBRUARY 3, 2025

Key areas of focus for investment include technology platforms that enhance learning outcomes, services improving operational efficiency, and innovative financial models that make education more affordable and sustainable.

Education 52

Education Sale Investors Medical 52