iMerge Advisors

APRIL 8, 2025

For example, a vertical SaaS company serving healthcare providers might position itself as a platform for payer-provider integration, with expansion potential into adjacent compliance tools. A compelling narrative connects your historical performance to future potential, framed in a way that aligns with the buyers strategic goals.

M&A 40

M&A Valuation Private Equity Negotiation 40

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

MARCH 13, 2024

Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. The main risk factor in deals is executing the growth plan, not default risk due to debt (PE) or product/market risk (VC).

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

AUGUST 16, 2023

In terms of industry focus , technology (especially “general IT,” Internet, and semiconductors) and healthcare have always accounted for a high percentage of deal activity. But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Razorpay

MAY 6, 2024

Recurring billing is a fundamental financial model that facilitates the automatic and periodic collection of payments for products or services, typically through subscriptions. For example, Practo is a healthcare platform that offers subscription-based services for access to telehealth consultations and medical records.

Entertainment 52

Entertainment Business Accountant Education 52

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.). hiring MDs to analyze biotech companies).

Funds 52

Funds Asset Management Management Equities 52

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).

Recruitment 59

Recruitment Private Equity Equities Funds 59

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Lake Country Advisors

MARCH 13, 2025

Licensing and Permits Sectors like healthcare and construction often require the seamless transfer or renewal of licenses to maintain business operations post-sale. Licensing and Permits : Certain industries, such as healthcare or manufacturing, often require transferring or renewing licenses and permits.

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

JANUARY 13, 2025

For example, in a healthcare M&A transaction, an advisor might vet a prospective buyer interested in acquiring a medical practice. Unlike M&A advisors who leverage complex financial models, business brokers prioritize immediate, tangible factors.

Broker 52

Broker M&A Business Negotiation 52