Financial Models Middle Market Retail 
Chesapeake Corporate Advisors
OCTOBER 28, 2024
Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. Vice President Katie Kieran led day-to-day deal execution and client management. Offit Kurman served as legal counsel to Freestate.
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.
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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.
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.
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.
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