Francine Way

MAY 18, 2017

I chose a public company for this exercise because private company financial statements don’t immediately lend themselves to the accretion / dilution analysis that we are about to review. Public company audited financial statements typically receive a good deal of scrutiny from accountants, equity analysts, and regulatory agencies.

M&A 130

M&A Equities Financial Statement Debt 130

Wall Street Mojo

JANUARY 18, 2024

When the auditors check the authenticity of the books, they go through all levels of financial records to endure they are error free and present a true and fair view of the business. Adjusted trial balance is the base of financial statement preparation, which should be done with skill and proper knowledge regarding accounting procedures.

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

How2Exit

SEPTEMBER 2, 2024

Due diligence allows buyers to make informed decisions based on the target's financial status. Cian shared an eye-opening experience during the due diligence phase of a bus transport company deal: "When the invoice discounting company went to assess the company we were going to buy, they… had nothing.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Peak Frameworks

AUGUST 24, 2023

This includes the cost of transportation, packaging materials, and insurance. Recording and Reporting Period Costs In financial statements, period costs are recognized as expenses in the period they are incurred. These costs incentivize sales teams to achieve their targets.

Utilities 52

Utilities Private Equity Finance Finance 52

Mergers and Inquisitions

MAY 3, 2023

Companies That Issue Reliable/Predictable Dividends as a Business Policy – Many oil & gas transportation companies are like this, as are power/utility companies with regional monopolies on essential services like electricity and water. For example, I reviewed ~10 other midstream companies before settling on this one.

Valuation 64

Valuation DCF Debt Financial Models 64

Mergers and Inquisitions

MARCH 8, 2023

Dedicated commodity trading firms such as Trafigura and Gunvor that buy and sell physical commodities and transport them globally. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock.

Funds 119

Funds Finance Finance Trading 119

Mergers and Inquisitions

MAY 29, 2024

Sectors within infrastructure include utilities (gas, electric, and water distribution), transportation (airports, roads, bridges, rail, etc.), There are usually supporting schedules for the CapEx, Debt Service, Reserves, and other elements, but these are separate from the financial statements.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59