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 Models 59

Financial Models Financial Modeling Private Equity M&A 59

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance. investment banking, private equity , VC, etc.)

Investment 147

Investment Investment Banking Finance Finance 147

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. public markets roles ( hedge funds , asset management , etc.),

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. 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.”

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. In contrast, the financing activities involve all transactions that affect the equity and liabilities of a company. Investing Activities = The cash transactions related to the acquisition and sale of long-term assets.

Accountant 98

Accountant Finance Finance Profitability 98

Software Equity Group

OCTOBER 25, 2023

COGS is a key metric private equity investors and strategic buyers use to evaluate companies. In a business selling a material product, your volume of sales requires you to increase the amount you spend on materials to produce said product. Sales and marketing expenses. This means no commissions should be counted as COGS.

Profitability 95

Profitability Professional Services Business IT 95

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. How do I prepare my business for sale or to attract investors? It is important to ensure your financials or your point-of-sale reports clearly separate revenue from these different sources.

Business 52

Business Sale Negotiation Investors 52

Tyton Partners

FEBRUARY 3, 2025

Key areas of focus for investment include technology platforms that enhance learning outcomes, services improving operational efficiency, and innovative financial models that make education more affordable and sustainable.

Education 52

Education Sale Investors Medical 52

Mergers and Inquisitions

JANUARY 10, 2024

There is some overlap because at the large banks, wealth management clients often get early/privileged access to investment banking products, such as upcoming IPOs, equity/debt offerings, or new investment products. Note that the scope is more limited in “pure” WM roles; you’ll do more non-portfolio work in private banking.)

Investment Banking 59

Investment Banking Management Bank Banking 59

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. Don’t view the sale of your firm as a zero-sum game. What data will investors need as they consider a sale?

Negotiation 52

Negotiation M&A Investors Shares 52

Mergers and Inquisitions

MAY 24, 2023

Here’s how these strategies compare on the “trading vs. private equity” spectrum: The big selling point of the “middle” strategies – special situations and distressed – is that their returns are relatively uncorrelated with the overall market , and they have greater potential upside than something like merger arbitrage.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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

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. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

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. A-list clients, a healthy P&L, and a strong sales pipeline. A financial model breaking down cost, value, effort, and time. However, no Tech DD had been performed before the deal.

Engineering 130

Engineering M&A IT Financial Modeling 130

Lake Country Advisors

JANUARY 13, 2025

Identify Prospective Buyers Finding the right buyer is essential for a successful sale. Financial Buyers : Private equity firms and investment groups interested in businesses with strong cash flow and growth potential. Transition Planning : Advisors help establish a smooth handover, ensuring business continuity post-sale.

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Licensing and Permits Sectors like healthcare and construction often require the seamless transfer or renewal of licenses to maintain business operations post-sale. Contract Structuring and Dispute Resolution Poorly structured agreements can lead to post-sale legal challenges.

Broker 52

Broker M&A Business Negotiation 52