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 Modeling 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!

Private Equity 130

Private Equity Recruitment Equities Financial Modeling 130

Mergers and Inquisitions

OCTOBER 30, 2024

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. In my view, corporate finance jobs are not ideal “stepping stone roles.”

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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 Modeling 59

Financial Modeling Financial Models Private Equity M&A 59

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. Aim for a balanced Balance Sheet!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wizenius

JULY 9, 2023

They also tend to have broader exit opportunities, such as moving to private equity, corporate finance, or executive roles within large corporations. Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today!

Bulge Bracket 52

Bulge Bracket Boutique Investment Banking Financial Modeling 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.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

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. Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 40

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.” They invest when companies already have revenue (like PE firms), but they do so by purchasing minority stakes , holding them, and selling in an IPO or M&A exit (like VC firms).

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. At its core, a retainer fee is a financial agreement that ensures mutual commitment between professionals and their clients. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

iMerge Advisors

APRIL 9, 2025

But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate a range of quantitative and qualitative factors.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Guidance from an M&A Advisor : For instance, your advisor might suggest not sharing detailed financial information at the beginning.

Negotiation 52

Negotiation M&A Investors Shares 52

How2Exit

APRIL 10, 2023

They also help their clients to talk to lenders for the debt portion of the deal and to talk to private equity firms to see what their criteria is. 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.

Capital 130

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

Tyton Partners

FEBRUARY 3, 2025

Crucially, the financial stability of these providersbolstered by government budgets, grants, and increasing public investment in educational technologycreates a strong foundation for sustained growth. This stability enhances the sectors attractiveness to investors, ensuring long-term sustainability and continued market interest.

Education 52

Education Sale Investors Medical 52

Peak Frameworks

OCTOBER 17, 2023

Here are some of the most common organizational structures and designs: Functional Organizational Structure This model organizes its workforce based on specialized roles or functions such as marketing, finance, or operations. Corporate structure defines how a company's tasks are divided, grouped, and coordinated.

Corporation 52

Corporation Finance Finance Management 52

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

Focus Investment Banking

DECEMBER 5, 2024

In this article, I will expand on this question, as well as offer thoughts on managing the costs associated with a sale process and the importance of working in tandem with legal and financial specialists. Financial Clean-Up Maintaining clean financials is an obvious starting point.

Business 52

Business Sale Negotiation Accountant 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. Deals could be done on a corporate level (i.e.,

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people. individuals, not businesses).

Private Equity 101

Private Equity Investment Banking Debt Funds 101

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.

Broker 52

Broker M&A Business Negotiation 52

Beyond M&A

FEBRUARY 18, 2025

Case Study: When Engineering Becomes a Liability The company had already received its first tranche of Private Equity investment. Introduction Predicting value creation in an engineering teamnot the product, but the team itselfis a challenge worth tackling. However, no Tech DD had been performed before the deal. What Was Needed?

Engineering 130

Engineering M&A IT Financial Modeling 130

Lake Country Advisors

MARCH 13, 2025

Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Business brokers streamline this process by addressing complex legal and financial obligations to ensure smooth deal progression.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 12, 2025

It demands strategic preparation, a deep understanding of buyer psychology, and expert guidance throughout the M&A process. It demands strategic preparation, a deep understanding of buyer psychology, and expert guidance throughout the M&A process. But in M&A, value is multidimensional.

Negotiation 40

Negotiation M&A Valuation Private Equity 40