M&A Leadership Council

FEBRUARY 15, 2023

By Mark Herndon, Chairman, M&A Leadership Council Some Intergalactic Guidance Remember that 2015 movie with Matt Damon, called The Martian ? It should be "required watching" for all M&A professionals because it offers essential advice all M&A integrators should live by. You just begin. You do the math.

M&A 93

M&A Business IT Financial Models 93

Software Equity Group

OCTOBER 31, 2023

At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance.

Financial Models 52

Financial Models Financial Modeling Business Profitability 52

Mergers and Inquisitions

MAY 29, 2024

This article will focus on careers and recruiting , while the accompanying YouTube video will discuss the technical/modeling aspects in more detail. And yes, coincidentally, we have a new Project Finance & Infrastructure Modeling course. in FP&A roles ) to advising clients on M&A deals in investment banking.

Corporate Finance 59

Corporate Finance Financial Models Financial Modeling Finance 59

Wizenius

JULY 30, 2023

Given the extreme tight timelines faced by IB analysts to turn around financial models (deadline was yesterday!), Recreate blank templates of them if your organization has created few pre-defined models. These models will serve as your go-to-repository or an idea bank when you start taking up new projects.

Financial Models 52

Financial Models Financial Modeling Investment Banking Bank 52

Wizenius

JULY 25, 2023

Are you looking to excel in financial modeling for Investment Banking? Follow these 10 effective steps to build accurate and efficient models that will impress your mentors and potential employers. 1) Blueprint: Plan Ahead Before diving into your financial model, create a blueprint of the entire structure.

Financial Models 52

Financial Models Financial Modeling Investment Banking Bank 52

Sun Acquisitions

SEPTEMBER 5, 2024

In the fast-paced world of mergers and acquisitions (M&A), due diligence is a critical phase where potential risks and opportunities are unearthed. However, with the rapid advancement of technology, the landscape of M&A due diligence is undergoing a transformative shift.

M&A 64

M&A Mergers and Acquisitions Collaboration Risk Assessment 64

OfficeHours

JUNE 6, 2023

Seek staffing that is related to M&A deals that employ intense financial analysis and due diligence. If your bank has weak M&A deal flow or you have not gotten the proper staffing for private equity, you may want to consider adding a third year of investment banking to better prepare yourself.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

Beyond M&A

DECEMBER 18, 2024

This has been at the core of computing since it emerged, but wrapping AI and models makes these small modules very useful. I'm noodling and tinkering with a new (free) hobby project called [link]. To some, Agent-based AI is a buzzword, to others, they are already commercialising it. AI agent startups secured $8.2

Investors 130

Investors Investment IT Healthcare 130

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

Financial Statement 111

Financial Statement Financial Models Financial Modeling Middle Market 111

MergersCorp M&A International

FEBRUARY 15, 2024

MergersCorp M&A International is a reputable company in the mergers and acquisitions industry, offering a wide range of services to its customers. One of the key services provided by MergersCorp is business valuation which plays a crucial role in the M&A process.

Valuation 52

Valuation M&A Business Mergers and Acquisitions 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. In this guide, we’ll demystify the process of leveraging the Enterprise Value Calculator, a robust tool that considers intricate financial factors to accurately gauge a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

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 Models 59

Financial Models Financial Modeling Private Equity M&A 59

Wizenius

JULY 12, 2023

Academics: Not a deal breaker, but definitely opens up many doors for interviews if you are an Ivy league pass out or from a recognized university/course Financial Modelling: Knowledge of financial modelling, valuation techniques is a must. Having said that achieving greatness is not rocket science.

Investment Banking 52

Investment Banking Investment Banking Analyst Financial Models Financial Modeling 52

Wizenius

JULY 14, 2023

Thanks, Pratik Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Master the art of investment banking and financial modeling with our comprehensive online course. If you are good, you will rise in your field whether or not you have an MBA.

Financial Models 52

Financial Models Financial Modeling Investment Banking Business 52

Beyond M&A

OCTOBER 3, 2023

Additionally, we’re observing financial models that are more grounded, with realistic growth plans and an emphasis on profitability. We share our unique vantage point in tech due diligence offers. It’s a big change from last year, when tech firms struggled to find people and afford them. New Zealand, and Australia.

Negotiation 147

Negotiation Investment Profitability Financial Models 147

Wizenius

JUNE 5, 2023

M&A (Merger and Acquisitions): As an investment banking professional, showcasing your experience and knowledge in mergers and acquisitions (M&A) is crucial. Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Let's dive in!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wizenius

JULY 17, 2023

Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. Financial News: Develop a habit of reading financial news. Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Time is on your side, so make the most of it.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wizenius

JULY 2, 2023

For instance, during the pandemic, they might spot potential in technology companies like Zoom, analyzing their financials, market trends, and competitive edge. PE firms collaborate with the management teams of their invested companies, pooling industry expertise with financial prowess. Start your journey towards success today!

Private Equity 52

Private Equity Equities Investment Financial Models 52

MergersCorp M&A International

JANUARY 18, 2024

M&A, short for mergers and acquisitions, is a complex and strategic process that involves combining two or more companies to achieve growth and expansion. This is where MergersCorp M&A International comes in, offering unparalleled international finance consulting services to its customers.

M&A 52

M&A Consulting Mergers and Acquisitions Finance 52

Wizenius

JULY 18, 2023

5) Financial Modelling: Practice building financial models to sharpen your skills. This will help you understand the intricacies of the company and strengthen your financial modelling abilities. Check for typos, spacing errors, and incorrect punctuation in your presentations and financial models.

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking Bank Banking 52

OfficeHours

AUGUST 20, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. If you enjoy financial modeling and due diligence (essential skills for most finance roles) but want to dig deeper into how businesses function operationally, then the buyside could be right for you.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wizenius

JULY 9, 2023

Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Master the art of investment banking and financial modeling with our comprehensive online course. Here are five factors to consider when comparing the two: 1.

Bulge Bracket 52

Bulge Bracket Boutique Investment Banking Financial Models 52

Wizenius

JUNE 23, 2023

This approach provides a more accurate valuation by considering the capital needed to support ongoing business activities and maintaining a balanced financial projection. This approach provides a more accurate valuation by considering the capital needed to support ongoing business activities and maintaining a balanced financial projection.

DCF 52

DCF DCF Analysis Capital Financial Models 52

Wizenius

JULY 26, 2023

Pros and Cons for CAs in Investment Banking: - Pros: CAs bring a strong financial and accounting background to investment banking, enabling them to understand complex financial structures and regulations easily. Additionally, they are skilled in financial analysis, audit, and taxation, which are highly valuable in investment banking.

Investment Banking 52

Investment Banking Investment Bank Banking 52

Wizenius

JUNE 25, 2023

Additionally, consulting with industry experts, financial advisors, or utilizing established valuation methodologies can provide further insights into determining an appropriate discount rate. Thanks, Pratik S , Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today!

Financial Models 52

Financial Models Financial Modeling Investment Banking DCF Analysis 52

Wizenius

JUNE 25, 2023

Analyze Business Model and Market Positioning: Evaluate the business model, products/services, and market positioning of potential comparable companies. Look for companies that have similar business models, target markets, customer profiles, and competitive advantages. Start your journey towards success today!

Valuation 52

Valuation Financial Models Financial Modeling Investment Banking 52

Wizenius

JUNE 28, 2023

Valuation is a complex art that requires a deep understanding of financial modeling and various influencing factors. One critical aspect is determining the appropriate growth rate for the perpetual growth phase in a Discounted Cash Flow (DCF) model. Take the example of Tesla, which revolutionized the electric vehicle industry.

DCF 52

DCF Financial Models Financial Modeling Discounted Cash Flow 52

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. UNDERSTAND this! How insane (she took off work clearly).

Private Equity 130

Private Equity Recruitment Equities Financial Models 130

Wizenius

OCTOBER 6, 2024

Analyst creates pitchbook: The Analyst's role involves financial modeling, Excel-based analysis, industry research, and marketing slides creation to develop the pitchbook. Investment banking analysts are responsible for working on pitches and deal execution in healthcare investment banking groups.

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking Banking Bank 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Presser & Co

MAY 8, 2023

In our last newsletter, we discussed why you would build a 3-way model if you were planning to sell your business. In a nutshell, it’s because buyers more and more build a 3-way model to: (a) understand how your business works and (b) to analyse the impact on their own financial statements should they acquire your business (for strategics).

M&A 52

M&A Financial Statement Financial Models Financial Modeling 52

M&A Leadership Council

JANUARY 4, 2024

Frankly, every skilled M&A executive is the product of great mentors and deep M&A experience. They encapsulate a framework that can help any leadership team embarking on their first M&A journey. Ideally, M&A is not a “winner-take-all” conquest. Ideally, M&A is not a “winner-take-all” conquest.

M&A 52

M&A Management Financial Models Financial Modeling 52

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Wizenius

AUGUST 7, 2023

This is where understanding finance through an **investment banking course with placement**, **investment banking course with certificate**, or an **investment banking course online** can provide insights into how financial systems operate. Valuation and a company's balance sheet lie at opposite ends of the financial spectrum.

Valuation 52

Valuation Investment Banking Financial Analysis Financial Models 52

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Sophisticated buyers will scrutinize your financials, customer metrics, contracts, and team. Are you seeking a full exit, partial liquidity, or a growth partner?

M&A 40

M&A Valuation Private Equity Negotiation 40

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This journey encompasses risk management, optimization of financial returns, and the creation of value within the portfolio. Looking for the best investment banking course in India?

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

M&A Leadership Council

MARCH 2, 2022

Two M&A Integration Training Courses You Need to Attend. By Mark Herndon, Chairman and CEO of the M&A Leadership Council . In 2021 we began offering two outstanding online trainings, The Art of M&A® Integration Strategy and Change Management and The Art of M&A® Executing Integration for Maximum Results.

M&A 52

M&A Management Engineering Business 52