Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

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Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

OfficeHours

FEBRUARY 26, 2024

For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member. I recently joined a women’s network for my investing sector and I’m excited to meet other like-minded investors to trade ideas with and keep as part of my expanding social and professional circles.

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Economics Finance Finance CFA 130

Wall Street Mojo

JANUARY 17, 2024

Example The Trading Perspective Of Interest Rate Swap Uses Swap Rate Swap Curve Who Are The Market Makers? Interest rate swap agreements require terms setting, including fixed rates and contract dates, and are traded over the counter. Almost all cases, the floating rate is tied to a reference rate.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. revenue and 11.5x

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Funds Investors Mergers and Acquisitions Mergers 64

Peak Frameworks

SEPTEMBER 19, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course. Deep Expertise in Financial Modeling, Analysis, and Valuation: At its core, finance revolves around understanding numbers. The trade war between the U.S.

Finance 52

Finance Finance IT Financial Modeling 52

Mergers and Inquisitions

MARCH 13, 2023

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. In other words, banks’ lending activities are not constrained by their deposits. But commercial banking is a different story.

Bank 123

Bank Banking Funds Government 123

Wall Street Mojo

JANUARY 15, 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 Modeling 52

Financial Modeling Financial Models Stock Valuation 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). But people who aim for investment banking roles are very much into those bells and whistles, so questions about the DDM and other “exotic” methodologies began rolling in.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. For example, in the U.S., in biology. Can you get in as an D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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. The Federal Trade Commission (FTC) and the Department of Justice (DOJ) are key regulatory bodies overseeing these mergers.

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Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 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. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Investment Banking 59

Investment Banking IT Finance Finance 59

Mergers and Inquisitions

JULY 19, 2023

But if you consider long-only or “long-biased” funds, the liquidity and Beta are often higher: A fund that holds only stocks can easily sell them, and the lack of short positions makes it easier to unwind trades. 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

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. Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

Investment Banking 64

Investment Banking Equities Bank Banking 64

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 Bank Banking Investors 52

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds.

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

APRIL 5, 2023

Trade Surpluses – Some countries, like Singapore, are not rich in commodities but serve as trade hubs and generate significant revenue from these activities. So, your best option in most cases is to gain traditional investment banking or private equity experience and use that to move in.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Chesapeake Corporate Advisors

APRIL 15, 2025

5 Ways FP&A Delivers Value for Middle Market Companies FP&A encompasses a wide range of finance-related activities, including budgeting, forecasting, financial modeling, and performance analysis, among others. Your business might engage in some, but not all of these finance activities.

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Middle Market Profitability Business Corporation 52