Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. 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. By contrast, an event-driven fund would never bet on such a situation.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Peak Frameworks

SEPTEMBER 12, 2023

Example: During the 2008 Financial Crisis, many financial models based on parametric VaR underpredicted potential losses, causing significant challenges. Liquidity Concerns: VaR models might not consider liquidity risks, leading to underestimation of potential losses.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

How2Exit

APRIL 10, 2023

They should also attend conferences and events to meet potential investors in person. By attending these events, companies can get a better understanding of the investment landscape and build relationships with potential investors. One approach is to attend conferences and events, such as those hosted by Raise.com.

Capital 130

Capital Investors Investment Broker 130

OfficeHours

JUNE 12, 2023

Some ways you can network with firms you want to work for, especially if you don’t have contact with them, are to attend industry events and connect with professionals on LinkedIn.

Private Equity 147

Private Equity Equities Investment Valuation 147

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

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. Hence, it's wise to revisit retainer agreements periodically.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

M&A Leadership Council

FEBRUARY 15, 2023

Most acquirers by now have well developed M&A processes that guide their M&A leaders through the various phases, decisions, requirements, events, actions and phase-gates and from step to step through the “M&A lifecycle.” While these good approaches are widely viewed as an intact, coherent process, they rarely function as such.

M&A 93

M&A Business IT Financial Modeling 93

How2Exit

AUGUST 22, 2023

Networking, attending industry events, and leveraging personal connections can help identify potential acquisition opportunities. Financial planning and funding: Sweet mentions that his company does not have its own fund, so they raise funds for each acquisition.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

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 Models 52

Financial Models Financial Modeling Finance Finance 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. This week, though, I am posting a public service announcement. Please stop using ChatGPT for email – or learn to use it correctly so you don’t write horrible emails that sink your career.

Investment Banking 59

Investment Banking IT Finance Finance 59

M&A Leadership Council

MARCH 2, 2022

Instead, this training identifies and discusses 20 specific decisions, events, and processes across the entire M&A lifecycle that every Integration Leader, IMO, Function Team Leader and Program Manager absolutely, positively must plan and execute effectively to be successful! Phase 2 – Due Diligence and Transaction Management.

M&A 52

M&A Management Engineering Business 52

Mergers and Inquisitions

AUGUST 16, 2023

Communication Skills and Some Technical Knowledge – Since most PE firms do growth-oriented deals, financial modeling and technical skill are a bit less important than communication skills – as you’ll need these skills to source deals and meet local entrepreneurs. Family events,” such as birthday parties, graduations, picnics, etc.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

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 Models 52

Financial Models Financial Modeling Insurance Valuation 52

How2Exit

JULY 3, 2023

They may have specific financial models and return expectations that they need to meet. The speakers emphasize that this is not an insult to the seller, but rather a reflection of the buyer's financial model and return requirements. One key takeaway from the podcast is the importance of focusing on purpose over profit.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Banking Bank Investors 52

M&A Leadership Council

JANUARY 4, 2024

Just like any process, your leadership team and those responsible for executing it must understand and align on the phases, decisions, risks, events, and key milestones throughout the entire M&A lifecycle. Resourcing is key to deal-thesis attainment , so build in appropriate costs to the deal’s financial model.

M&A 52

M&A Financial Models Financial Modeling Management 52

Growth Business

AUGUST 3, 2023

Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too. 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

APRIL 12, 2023

Social/Networking: Finally, there may be a networking panel or “social event,” such as a group lunch, which will take another 30 – 60 minutes. You should not expect a detailed financial modeling test or other Excel work; these short case studies usually involve “back of the envelope” math.

Investment Banking 64

Investment Banking Banking Bank Investment 64

Mergers and Inquisitions

JULY 19, 2023

Investment Style – Long/short strategies depend more on timing and getting individual quarters and events right, while long-only strategies often use longer holding periods and require deeper dives into companies. 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

FEBRUARY 28, 2024

You cover quarterly earnings and send updated models and notes to clients and other teams. The differences vs. equity research lie in the details: Financial models focus on the downside scenarios and analyze each issuance separately: the Yield to Worst , Yield to Maturity , Recovery percentages, and the default risk.

Equities 59

Equities Debt Asset Management Recruitment 59

Cooley M&A

JULY 9, 2021

Key Takeaway : As courts increasingly rely on deal price as the most reliable indicator of fair value in an appraisal proceeding, buyers should carefully document and quantify any expected synergies reflected in their financial models used to support the deal price. 1] In Halpin v. Riverstone Nat’l, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 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. These loans create matching deposits on the L&E side of the bank’s Balance Sheet, and the bank then finds real deposits or other funding sources to back the loans.

Banking 123

Banking Bank Funds Government 123