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. The Road Ahead: Navigating Tomorrow’s Challenges As we roll into Q4 2023, it’s crucial to remember that every challenge presents an opportunity for growth and innovation.

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Negotiation Investment Profitability Financial Models 147

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

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 Bank Banking 52

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 Investment Bank Banking 52

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these.

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Corporate Finance Finance Finance Corporation 105

Wizenius

JULY 18, 2023

5) Financial Modelling: Practice building financial models to sharpen your skills. Dive into their Annual Reports, Investor presentations, and research reports, especially the initiating coverage reports. 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

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.

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M&A Consulting Mergers and Acquisitions Finance 52

Wizenius

JULY 26, 2023

In the past, before foreign banks entered India and the rise of MBA programs, Chartered Accountants (CAs) dominated the financial services sector and finance jobs. With the expansion of investment banking in India, CAs have been presented with new opportunities and challenges. Key areas to focus on include: a.

Investment Banking 52

Investment Banking Investment Bank Banking 52

Wizenius

JUNE 25, 2023

Consider varying the discount rate within a reasonable range to assess the effect on the present value of future cash flows. Additionally, consulting with industry experts, financial advisors, or utilizing established valuation methodologies can provide further insights into determining an appropriate discount rate.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking DCF Analysis 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.

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DCF Financial Modeling Financial Models Discounted Cash Flow 52

Mergers and Inquisitions

JUNE 14, 2023

A long time ago, most questions were about Excel, financial modeling , and how to find data quickly. Enter the menu, click “Quick Access Toolbar” on the left side, and go to “All Commands” to add the ones you want: Slide #8 in the presentation has the full list and the proper order. can InternGPT do everything for you?).

Investment Banking 71

Investment Banking Bank Banking Investment 71

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 entails meticulously reviewing a multitude of deals presented by investment bankers. Exploring a day in the life of a PE professional provides valuable insights into this dynamic field.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: In practice, most of this M&A activity consists of asset acquisitions because buying individual solar plants and wind farms is common. Some knowledge of solar and wind assets, batteries, etc.,

Investment Banking 59

Investment Banking Bank Banking Investment 59

iMerge Advisors

APRIL 16, 2025

Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow. However, most M&A professionals and valuation experts rely on one or more of the following approaches: 1. Market Approach Here, valuation is based on comparable transactions involving similar IP.

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Valuation M&A Engineering Negotiation 40

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

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. Inspection involves examining documents, records, and tangible assets, providing tangible proof of financial transactions.

Financial Statement 52

Financial Statement Financial Modeling Financial Models Accountant 52

How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. Having a deep understanding of the complexities involved in these processes allows advisors to provide valuable insights and guidance to their clients.

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Mergers and Acquisitions Business Negotiation Private Equity 130

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. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

APRIL 9, 2024

Guidance from an M&A Advisor : For instance, your advisor might suggest not sharing detailed financial information at the beginning. Instead, they may recommend highlighting other aspects, saving detailed financial data for later stages of review. Have they invested in one of your competitors?

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Negotiation M&A Investors Shares 52

Mergers and Inquisitions

APRIL 12, 2023

You’re better off developing a broader set of skills , such as how to work in a group, prioritize emails, and give a simple presentation, rather than memorizing technical details. People often complain about how it’s impossible to make a “good first impression” in a pre-recorded video or when speaking to a hapless recruiter.

Investment Banking 64

Investment Banking Bank Banking Investment 64

Tyton Partners

FEBRUARY 3, 2025

As we project toward 2025, this sector is poised to sustain its robust performance, driven by substantial investor interest and the opportunities presented by a highly fragmented market. In 2025, investors are expected to focus increasingly on companies that enhance operational efficiencies within the education sector.

Education 52

Education Sale Investors Medical 52

How2Exit

APRIL 10, 2023

Ron Concept 1: Raise Capital Intro Raising capital compliantly is an important part of any business transaction, whether it be real estate, business acquisition, or any other venture. To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies.

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Capital Investors Investment Broker 130

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

JANUARY 10, 2024

By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. In wealth management, you advise the same clients over long periods , but in IB, you hop from deal to deal – though some groups do operate on more of a “client service” model.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking 105

Investment Banking Bank Banking Investment 105

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

Software Equity Group

FEBRUARY 26, 2025

M&A isnt as simple as signing a deal and cashing in. Without the right strategy, SaaS leaders may leave millions of dollars on the table because they may not have the nuanced SaaS M&A experience in negotiating, driving competitive tension, or properly positioning the business. Heres a great example of what were talking about.

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M&A Negotiation Valuation Financial Models 52

Lake Country Advisors

JANUARY 13, 2025

Business brokers and M&A advisors are often used interchangeably, but their roles and expertise differ significantly. Understanding the Difference Between a Business Broker and an M&A Advisor Both business brokers and M&A advisors facilitate business transactions, but their focus, client base, and approach set them apart.

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Broker M&A Business Negotiation 52

Mergers and Inquisitions

OCTOBER 11, 2023

But before presenting a full pro/con list, I want to start with a sector overview and the main pathways in: How to Get into Commercial Real Estate: Which Sector Do You Target? While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored.

Private Equity 101

Private Equity Investment Banking Debt Funds 101