iMerge Advisors

APRIL 9, 2025

Discounted Cash Flow (DCF) : A more theoretical approach, used less frequently in lower middle-market deals due to its complexity and sensitivity to assumptions. While financial metrics provide the foundation, qualitative factorssuch as customer concentration, churn, and IP defensibilitycan significantly influence the final number.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Mergers and Inquisitions

MARCH 13, 2024

Growth Equity vs. Venture Capital vs. Private Equity This section will focus on Strategy #1 (Late-Stage VC Investing) because Strategy #2 is nearly the same as what most middle-market private equity firms do, but with higher-growth companies. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms.

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

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

SEPTEMBER 11, 2024

Renewable Energy Accounting, Valuation, and Financial Modeling For the most part, very little is “new” here. In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 5, 2023

Depth of Work – Traditional PE/HF: You’ll spend time doing market research, meeting management teams/customers/competitors, and building detailed financial models for any deal that moves past your quick screening. So, expect something in-line with pay at middle-market firms , such as $200 – $250K rather than $300K+ total.

Recruitment 59

Recruitment Funds Private Equity Investment 59

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). On-cycle recruiting is primarily an issue for U.S.-based

Recruitment 59

Recruitment Private Equity Equities Funds 59

Chesapeake Corporate Advisors

APRIL 15, 2025

In a fast-evolving landscape, your middle market company might find itself in a precarious position. You are no longer small enough to operate with minimal financial oversight and limited forecasting capabilities, yet you likely lack the resources that large enterprises allocate toward financial planning.

Middle Market 52

Middle Market Profitability Business Corporation 52

Chesapeake Corporate Advisors

MARCH 19, 2025

In addition, CCAs investment banking team included Associates Aidan Olmstead and Kevin Afriyie who focused on deal execution support, financial modeling, and marketing material creation. Nelson Mullins Riley & Scarborough served as legal counsel to the Company.

Investment Banking 52

Investment Banking Corporation Utilities Sale 52

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. Unlike M&A advisors who leverage complex financial models, business brokers prioritize immediate, tangible factors.

Broker 52

Broker M&A Business Negotiation 52