Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. Deposits up to $250K are insured in the U.S., Is This “Bailout” Justified? Is It a Bailout?

Banking 123

Banking Bank Funds Government 123

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

Growth Business

JUNE 7, 2023

It’s also the second Black-founded unicorn in the UK, and co-founders and brothers Oliver and Alexander Kent-Braham, along with CTO David Goaté have set their sights on disrupting the insurance industry. Its lending portfolio of £4.7bn also continues to grow.

Funds 98

Funds Bank Banking Investment 98

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. Elimination of costs post-transaction: any cost that the target won’t incur under a new ownership, such as: key-person insurance, credit insurance, etc.

M&A 130

M&A Acquisitions Sale Investment 130

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. as many times as you possibly can.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Mergers and Inquisitions

MARCH 22, 2023

Insure the Deposits – But this is expensive and is available only up to a certain per-account limit in most countries, such as CHF 100,000 in Switzerland and $250,000 in the U.S. Insuring all deposits or deposits up to $10 million is a bad idea because it will encourage bank executives to be even more reckless.

Bank 98

Bank Banking Government Investment Banking 98

RKJ Partners

AUGUST 6, 2017

Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. From a financial planning point of view, venture loans can be an attractive insurance policy. So, what's the alternative?

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. They are looking for the ideal partner with the best valuation and terms possible. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Wall Street Mojo

JANUARY 18, 2024

Some of these are banks, NBFCs, investment companies, brokerage firms, insurance companies and trust corporations. read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. read more associated with any other issuer other than the government.

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. read more , etc. read more , etc.

Debt 52

Debt Bank Banking Investors 52

Growth Business

AUGUST 3, 2023

“Be clear on your strategy to investors and the type of investor you are looking for, i.e. investors that can provide strategic input and/or opportunities to help grow and develop the business by way of technology or distribution,” said Todd Davison, MD of Purbeck Personal Guarantee Insurance. Here’s where you could get funding.

Funds 52

Funds Investors Investment Business 52

Focus Investment Banking

OCTOBER 23, 2023

We know that the formula for valuing high cash-flowing businesses is a multiple applied to profitability, but with lower-margin businesses, it’s likely to be an asset-based valuation comprised of the A/R, inventory and equipment — hopefully with a bump for goodwill. Minimal effort.

Funds 52

Funds S&P Investment Business 52

Mergers and Inquisitions

MAY 17, 2023

Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies. billion buyout of Duck Creek Technologies (insurance SaaS) in early 2023 for a seemingly nonsensical 234x EBITDA multiple and 7.6x

Private Equity 64

Private Equity Equities Recruitment Funds 64

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. Strategic buyers pay higher premiums than financial buyers who are most likely shopping to either flip or strip your resources to retro fit into their portfolio.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

NOVEMBER 20, 2024

Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”). Notice how “price” and valuation are not on this list. Q: Which portfolio company of ours would you have invested in?

Private Equity 59

Private Equity Equities Capital Valuation 59

Cooley M&A

FEBRUARY 15, 2017

We are seeing funds increasingly fundraising for tech plays and are acquiring the needed sector expertise to build their tech portfolios. Rep & Warranty (R&W) Insurance is Here. Read more from our 2017 M&A Trends Series. The Trump Effect. Innovation Pressures Fuel M&A. Uncertain Times Cast Focus on Deal Certainty.

M&A 40

M&A IPO Pharmaceutical Valuation 40

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Physicians for National Health Program note that 64% of health spending is paid by the government and most public sector employees are able to get health insurance from the government.

Healthcare 40

Healthcare M&A Valuation Hospitality 40