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

Mergers and Inquisitions

MARCH 13, 2024

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. The Top Growth Equity Firms Why Did Growth Equity Get So Popular?

Private Equity 105

Private Equity Equities Capital Portfolio 105

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

OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Many first-year (and some second-year) analysts are unsure if private equity should be their next step.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

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.

Private Equity 52

Private Equity Equities Investment Financial Modeling 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. It mixes public finance , project finance , real estate , and infrastructure. Deals could be done on a corporate level (i.e.,

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JULY 3, 2024

When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job.

Recruitment 59

Recruitment Private Equity Equities Funds 59

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. Thanks, Pratik Unlock the Secrets of Investment Banking and Financial Modelling - Enroll in Wizenius Investment Banking Course Today!

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

OfficeHours

JULY 22, 2023

Learn the essential strategies for financial modeling. Check out the Private Equity Course that has helped thousands of analysts make the move successfully. Get the #1 Rated Private Equity Prep Platform Right Now! Are you currently interviewing for On-Cycle 2025?

Private Equity 130

Private Equity Recruitment Equities Financial Modeling 130

OfficeHours

MAY 24, 2023

Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance.

Investment 147

Investment Investment Banking Finance Finance 147

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. Why T-Shaped Skills Matter in Finance The finance sector is becoming increasingly interdisciplinary. The trade war between the U.S.

Finance 52

Finance Finance IT Financial Modeling 52

OfficeHours

JUNE 2, 2023

Simply put, you want to get as much understanding when it comes to things like dealing with financial models, selecting comparable companies, how to format a deck, etc., You are meant to put in the work in order to become the best finance mind that can eventually lead you to a coveted buyside role. and how our process works.

Investment Banking 147

Investment Banking Bank Banking Investment 147

OfficeHours

MAY 31, 2023

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

Business 147

Business Private Equity Investment Banking Equities 147

Peak Frameworks

SEPTEMBER 12, 2023

Retainer fees , an integral part of the finance landscape, offer security for both professionals and clients. While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Peak Frameworks

MAY 17, 2023

Visual Basic for Applications (VBA) is a powerful programming language that can elevate your skills as a finance professional. In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

OfficeHours

FEBRUARY 26, 2024

For those of us embarking on careers in finance, including myself, the unease accompanying economic downturns and market volatility is all too familiar. Just a few years into my journey within the financial sector, I’ve learned the critical importance of adopting a proactive and adaptable stance. and how our process works.

Economics 130

Economics Finance Finance CFA 130

Mergers and Inquisitions

JUNE 26, 2023

We are making major changes to the main BIWS financial modeling course in a few days, which I also wanted to announce directly on this site. And if you already have the current financial modeling course from a previous purchase, you’ll also have access to these 3 new courses, so you don’t have to do anything here.

Financial Modeling 59

Financial Modeling Financial Models Private Equity M&A 59

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!

Bulge Bracket 52

Bulge Bracket Boutique Investment Banking Financial Modeling 52

Wall Street Mojo

JANUARY 17, 2024

Such activities can be analyzed in the financial section of the company's cash flow statement. It accounts for three major business activities in which cash is exchanged, i.e., operating, investing, and financing. In contrast, the financing activities involve all transactions that affect the equity and liabilities of a company.

Accountant 98

Accountant Finance Finance Profitability 98

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. Communication: Enhance your communication skills.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. and areas like corporate finance or strategy at normal companies.

Investment Banking 64

Investment Banking Equities Bank Banking 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. Conclusion Understanding Value at Risk is paramount for anyone in the finance sector.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. Matching the buyer with the seller's "why" is not just about financial analysis.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Peak Frameworks

SEPTEMBER 11, 2023

Case in point: JP Morgan Chase utilized an OD strategy to manage the tumultuous transition during the 2008 financial crisis, demonstrating the potential of OD in the face of adversity. 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

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

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. 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.

CFA 59

CFA Investment Banking Bank Banking 59

Peak Frameworks

OCTOBER 17, 2023

Here are some of the most common organizational structures and designs: Functional Organizational Structure This model organizes its workforce based on specialized roles or functions such as marketing, finance, or operations. Why is it Important for Finance Professionals to Learn About a Company’s Corporate Structure?

Corporation 52

Corporation Finance Finance Management 52

Mergers and Inquisitions

APRIL 5, 2023

If you’ve read this site before, you know this set of goals is impossible for most finance careers: you take a lot of risk, work long/stressful hours, or both. Others operate more like funds of funds and delegate much of the investing process to private equity firms, hedge funds, and other asset managers. Take little-to-no risk.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep.

Investment Banking 59

Investment Banking Bank Banking Investment 59

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

Focus Investment Banking

DECEMBER 5, 2024

Businesses that are prepared with their finances, legal compliance, and operations before going to sale are much more likely to have a successful transaction. Financial Clean-Up Maintaining clean financials is an obvious starting point. How do I prepare my business for sale or to attract investors?

Business 52

Business Sale Negotiation Accountant 52

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. Merger arbitrage is closer to plain-vanilla valuation with a bit of merger model and accretion/dilution analysis , while activist investing is closer to private equity due to the longer holding periods.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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

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

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

JULY 19, 2023

More differences emerge when you compare long-only hedge funds to long-only asset management: Investment Analysis and Financial Modeling You complete similar analyses and financial models at any “fundamental” firm ( long/short equity , long-only, activist , event-driven , etc.). lower intensity).

Funds 52

Funds Asset Management Management Equities 52

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. It’s like the buy-side vs. sell-side distinction in finance, but specifically for real estate.

Private Equity 101

Private Equity Investment Banking Debt Funds 101