Remove Financial Market Remove Financial Models Remove IPO
article thumbnail

Stages of a Private Equity Investment Process Decoded

Wizenius

For instance, during the pandemic, they might spot potential in technology companies like Zoom, analyzing their financials, market trends, and competitive edge. For instance, when a fast-growing e-commerce player like Shopify reaches its peak, an exit via an Initial Public Offering (IPO) can yield substantial profits.

article thumbnail

Wealth Management vs. Investment Banking: Career Deathmatch

Mergers and Inquisitions

There is some overlap because at the large banks, wealth management clients often get early/privileged access to investment banking products, such as upcoming IPOs, equity/debt offerings, or new investment products. Think: benchmarking portfolios rather than modeling companies.