Mergers and Inquisitions

NOVEMBER 1, 2023

Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. Advanced Financial Modeling : There’s a case study on Jazz Pharmaceuticals if you’re more interested in that vertical.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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. Set Up a “Bond Ladder” – You know, just like every retail investor does. 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.

Banking 123

Banking Bank Funds Government 123

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 Banking Bank Investment 52