Successful Acquisitions

APRIL 4, 2024

Capstone’s Abigail Iaconis Earns MMP Certification Capstone Strategic is pleased to announce that Senior Analyst Abigail Iaconis has received her certification as a Middle-Market Professional (MMP) from the Association for Corporate Growth.

Financial Statement 111

Financial Statement Financial Modeling Financial Models Middle Market 111

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. They could have just left the funds in cash, but cash yielded ~0% in 2020 – 2021, so SVB put most of these funds in mortgage-backed securities and other U.S. billion loss on a $21 billion portfolio.

Banking 123

Banking Bank Funds Government 123

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

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 Banking Bank Investment 82

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

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 Banking Bank Investment 59

Mergers and Inquisitions

APRIL 5, 2023

mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. So, expect something in-line with pay at middle-market firms , such as $200 – $250K rather than $300K+ total. Some SWFs operate like long-only asset managers (i.e.,

Recruitment 59

Recruitment Funds Private Equity Investment 59