Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article.

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Peak Frameworks

MAY 17, 2023

This article will delve into the essence of combinations in mathematics , their practical applications in finance, and why they are essential for financial professionals. Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. 10 - 3)!) = 120 different portfolios.

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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. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Not much has changed since then.

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Focus Investment Banking

DECEMBER 1, 2023

LFM is excited to add another impressive platform company to the firm’s growing portfolio,” commented Steve Cook, LFM Executive Managing Director. “We Download this press release as a PDF The post FOCUS Investment Banking Represents SisTech Manufacturing in its Sale to LFM Capital appeared first on FOCUS Investment Banking LLC.

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Focus Investment Banking

JUNE 7, 2024

Washington, DC (June 7, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Chenega Corporation (“Chenega”) has acquired SecuriGence LLC.

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OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. Develop a strong foundation of financial knowledge Private equity firms typically look for candidates with a strong understanding of finance and accounting principles.

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Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

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OfficeHours

AUGUST 9, 2023

Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank. The good news is that there are many transferable skills from investment banking (and other non-traditional finance roles) to private equity.

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OfficeHours

AUGUST 25, 2023

In recent years, private credit has emerged as an important financing source for corporations of all kinds, especially for private equity-owned businesses with high financial leverage. Following the GFC, the government enacted new regulations that limited banks’ abilities to underwrite highly leveraged financing.

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OfficeHours

JUNE 6, 2023

If you are already out of college, unfortunately, there is nothing that you can do regarding whether or not you attended a target school, but for those who are not currently in investment banking or MBB (i.e., Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation.

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Focus Investment Banking

MAY 31, 2024

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of National Manufacturing Co, Inc. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success. appeared first on FOCUS.

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Investment Banking Manufacturing Banking Bank 52

Focus Investment Banking

SEPTEMBER 17, 2024

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of MSK Precision Products, Inc. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success. appeared first on FOCUS.

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OfficeHours

JUNE 6, 2023

Leveraged buyouts involve acquiring a controlling interest in a mature company, typically through a combination of equity and debt financing, using the acquired company’s assets as collateral to secure debt financing. Private equity firms also invest in distressed debt or provide private debt financing.

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The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

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Peak Frameworks

SEPTEMBER 11, 2023

In a finance context, quality assurance could encompass regular audits of financial transactions, comprehensive compliance training for employees, or the implementation of strict controls to prevent fraudulent activities. It's about creating a systematic approach to tasks to ensure consistency and eliminate potential errors. The result?

Finance 52

Finance Finance Management Private Equity 52

Focus Investment Banking

JULY 20, 2023

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of Coining Manufacturing and Precision Machine Products appeared first on FOCUS Investment Banking LLC.

Investment Banking 52

Investment Banking Manufacturing Banking Bank 52

OfficeHours

AUGUST 20, 2023

Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank. The good news is that there are many transferable skills from investment banking (and other non-traditional finance roles) to private equity.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? How should I balance preparation with investment banking training?

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Mergers and Inquisitions

FEBRUARY 19, 2025

With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier. As in many other fields, there are two main types of venture capital internships: Summer Camps These internships are for early-university students and career changers who want to pivot into finance.

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Capital Banking Bank Recruitment 59

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

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Peak Frameworks

SEPTEMBER 19, 2023

However, in the context of behavioral finance , these heuristics can sometimes manifest as biases, potentially leading to irrational financial decisions. Implications in Asset Pricing and Portfolio Selection Asset pricing is another area where this heuristic plays a role. For instance, consider two companies in the retail sector.

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Finance Finance Private Equity Investment 52

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank?

Bank 52

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Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

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Private Equity Equities Investment Banking Financial Modeling 52

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

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OfficeHours

OCTOBER 16, 2023

For private equity investors, interest rate movements can have a very significant impact on the outlook of their investments since PE uses such a large amount of debt to finance transactions. investment banking, private equity , VC, etc.) This can reduce returns significantly. and how our process works.

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The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Prior to that, he was director, head of ETF business development at the firm.

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OfficeHours

JULY 8, 2023

I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?”

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OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Inflation can also have an impact on the cost of debt required to finance an investment. and how our process works.

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Investors Private Equity Debt Equities 100

Peak Frameworks

SEPTEMBER 19, 2023

Financial firms, from Wall Street giants to boutique investment banks in Europe, have recognized its value. A vivid example of DMAIC in action is Bank of America's Six Sigma initiative. Six Sigma in Finance So, how does Six Sigma weave its magic in the realm of finance? Six Sigma provides the tools to achieve this.

Business 52

Business Finance Finance Investment Banking 52

The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

Asset Management 64

Asset Management Management Sale Capital Market 64

OfficeHours

JULY 22, 2023

Understand there will MOST PROBABLY be an LBO modeling test, there will be a case study, you will be asked why you like PE, why you like XYZ firm, what’s your favorite portfolio company/maybe even least favorite… Interviewing earlier is better because spots fill up on a rolling basis. They saved a few spots for later in the cycle!

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Private Equity Recruitment Equities Financial Modeling 130

The TRADE

JUNE 19, 2023

BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

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Sale Asset Management M&A Investment Banking 64

Mergers and Inquisitions

MARCH 13, 2024

Debt financing is much more common, and the GE firm is often the first institutional investor. Most of these firms started out doing early-stage VC deals and still invest across all company stages. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

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Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. Hedging serves as an indispensable tool for ensuring stability and safeguarding investments in an unpredictable financial environment. By managing the portfolio's delta, professionals can protect against adverse price fluctuations.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. Understanding the Basics Definition VaR determines the potential loss an investment might encounter over a specific timeframe at a given confidence level.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Peak Frameworks

SEPTEMBER 19, 2023

Investment banks, for instance, project revenues from anticipated deals and M&A activities. This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance. Corporate Finance: Capital Budgeting At the heart of corporate finance is Capital Budgeting.

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Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists.

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