Proud to have worked alongside our investment banking industry specialists Mike Drendel Juan Carlos Barreto Kevin Phelan to customize a solution and approach that maximized value for our client!
Congratulations, Simon!
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Proud to have worked alongside our investment banking industry specialists Mike Drendel Juan Carlos Barreto Kevin Phelan to customize a solution and approach that maximized value for our client!
Congratulations, Simon!
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How do Investment Bankers spot a deal opportunity? When it comes to investment banking, the first mover advantage makes a big difference in winning the mandates Most IBs have clusters like CHR, TMT, Industrials etc. which focus on a set of sectors and any deal opportunities within the respective cluster They track any kind of movements in this space, most common tracking approaches include 1) Internal & External Networking a) Internal Network: If an MD/Director/VP during their client pitches or discussions spots an opportunity in adjacent sector or advisory vertical then they pass on the intel to the respective contact person in the IB who in turn takes the lead forward b) External Network: This can include friends and connects you have made while executing earlier deals. Investment bankers talk to a lot of folks in the corporates and the investor community where a lot of intel gets exchanged. At times, this can be an exclusive intel which can benefit the IB firm massively given the first mover advantage 2) Newsletters Company specific or industry specific periodicals get created where small movements get tracked. Some examples of interesting can be a) Capex plans, intent for acquisitions, tracking suppliers etc. b) Distress signals like orders getting deferred, profit warnings, surprise exits of a key CXO etc. c) Dry powder in case of financial buyers or acquisition fire power (cash balance, leg room to take on additional debt to acquire/invest etc.) in case strategic buyers It is quite a dynamic situation where one notification from Merger market or Factiva can lead to quick calls leading to meetings and eventually a deal! (mostly) Learn practical Investment Banking. Speak to me for guidance on investment banking, career or life! Drop in your details and get a call from me (Link in the comment section)
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Managing Director at Greenwich Capital Group and Townsend Street Capital I Food & Beverage / Consumer Products I Investment Banking I Private Equity and Venture Capital Investor
Recently, I encountered a post on Linkedin from a brokerage firm/small investment bank outlining their ambitious targets for a large number of deal closures this year. It really made me take a step back to think about our model. Such enthusiasm is commendable and highlights a drive that resonates with us in the high-stakes world of investment banking. However, our approach at our firm is distinctively different. While ambition fuels our goals, our strategy is not to merely increase the number of deals. Our commitment lies in the depth of quality and the substantial value we deliver to our clients, far surpassing a focus on volume. In our realm, each engagement is approached as if it were our most crucial, with a dedicated allocation of resources and attention with the appropriate industry knowledge. This philosophy ensures that we not only meet but exceed our clients' expectations, thereby firmly establishing our position above the traditional brokerage or regional investment banking model where firms try to push out as many deals as they can without properly underwriting and positioning these companies. Although a firm can be "financially successful," pushing out a high volume of deals, even with many of them closing with a mediocre outcome or not closing at all, we simply will never partake in that approach. Our mission is to continuously set ourselves apart by offering unparalleled value and reinforcing our status and strong brand of always doing things the right way. Diligence and excellence are the cornerstones of our success. By adhering to these principles, we have and will continue to achieve remarkable outcomes.
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As I want to build my career in finance field so I am always searching for new webinar and complete different type of course too this is my Investment Banking in this I learn how an manager invest money of client and types of investments
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📈💼 Exploring the Dynamic World of Investment Banking 💼📈 Investment banking is like the engine that drives the financial world. It's full of chances to make money, but it can also be pretty complicated. Whether you're someone who knows a lot about investing or someone who's just starting to learn, getting into investment banking can teach you a lot and help you make some good money too. From facilitating mergers and acquisitions to raising capital for corporations, investment bankers are the architects of financial strategies that shape economies. Their expertise spans various sectors, from technology to healthcare, fueling innovation and growth. In this ever-evolving landscape, staying informed is key. Understanding market trends, regulatory changes, and global economic shifts can empower investors to make informed decisions and seize lucrative opportunities. Ultimately, investment banking is a gateway to financial success, offering a platform for individuals to grow their wealth and achieve their long-term goals. So, for those ready to embark on this journey, the world of investment banking awaits, brimming with opportunities to explore and capitalize on.
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An individual professional seeking for oppertunities to upgrade and upskilling the process knowledge for career growth and achive heights along with the organisation.
I embarked on the journey to earn my Investment Banking Operations. This certificate has fortified my understanding of investment Banking and their significance of Banking Operations in today’s world Imarticus Learning
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Unicredit (UCG) Æterna Capital presents a compelling investment case for UniCredit (UCG), identifying a favorable re-entry point for the stock within the price range of €24 to €28. This analysis draws on the bank's strong financial fundamentals and strategic positioning within a promising industry. Key Highlights: Robust Management: UniCredit is steered by a seasoned management team, adept at navigating the complexities of the global banking landscape. Strengthened Financial Health: The bank has shown a marked improvement in its capital ratios and balance sheet strength, reflecting prudent risk management and financial resilience. Concerns: Volatility in Market Conditions: The fluctuating trends in asset and loan portfolios reflect ongoing adjustments to market conditions and regulatory frameworks. Economic Sensitivity: As with all banking institutions, UniCredit’s performance is closely tied to economic cycles, impacting its stock valuation and growth projections. Overall: UniCredit operates in a robust industry, backed by a history of adapting to economic shifts and regulatory changes. While the bank's financials show strong fundamentals, the current market valuation suggests that investors have high expectations for its future growth, which may already be factored into its stock price. This makes the proposed buying range particularly strategic, offering potential for appreciation as market conditions evolve. Attached the "Investment Proposal" pitched to Æterna Capital's Virtual Fund Team Leader: Emanuele Gennarelli Analysis by: Andrea Colonnelli, Roberto Castagna, Kristiyan Dzhambazov Disclaimer: This analysis is for informational and educational purposes only and is not investment advice. Investors are advised to consult with a qualified financial advisor before making any investment decisions.
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Investing in Your Future: The Definitive Ranking of Investment Banking Schools
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TRENDS IN CORPORATE INVESTMENT The underlying objective of an Investment Banking division is to obtain an attractive return on its Investments. The dynamic world we see today requires one to possess key skills in order to turn the highlighted objective into a reality. Maintaining liquidity through cash reserves and prioritizing interest on customer deposits are significant to keeping operations afloat. Citi released a survey report on Corporate Treasury behavior based on liquidity. Geopolitical tensions, the global macro-economic environment and recovery from the Covid-19 pandemic are some of the factors that have influenced Investment behaviour. It was noted that the safety of principal and liquidity remain the most important Investment objective. Most Investment maturities are within 30days in order to cover for any volatility and risk exposure that come with long-term Investments. Large companies keep 49% of their short-term investments in Bank deposits. A reduction of 9% compared to 2022 due elevated deposits during COVID and bank related cash diversification. Investments in money market funds went up slightly. Assessment of Investment Projects also plays a key role in the growth of an Institutions asset base. Aside from the traditional products such as Securities, forecasting of future cash flows from a possible Corporate partnership or merger presents an opportunity to improve Liquidity.
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Navigating today's dynamic financial landscape demands more than just the conventional instruments of investment banking. It demands innovation and strategic leverage that can align with your organizational objectives. To give you an idea, here are a few refreshed perspectives: - Enhanced Liquidity Management: Liquidity can be the deciding factor for your organization's success. Now, that's where the pivotal role of improved management methodologies comes into play. - Mergers & Acquisitions: In an increasingly diversified marketplace, M&A can catalyze your company's growth, creating a more comprehensive, and competitive outlook. - Financing Capabilities: Investment banking not only aids in acquiring large sums of capital but also provides tailored financing capabilities to expound current financial strategies and potential investment opportunities. At Fundwise, we strive to make these elements work for you in a way that resonates with your financial structure. Sound Risk Analysis: In-depth analysis of investment opportunities to mitigate risks and make informed decisions is not an extra – it’s a must. And, we strongly understand this. Client Centric Models: We believe in creating sustainable relationships. Our client-centric models are designed to understand, analyze, and respond to individual client preferences and needs. Establishing Long-term Relationships: Investment outcomes depend on long-term market observations and strategies. Hence, we focus on building long-term relationships with clients to understand their needs and provide solutions that span across the long run. In the realm of investment banking solutions, we saddle strategic insights, operational excellence, and some valuable experience to expedite your company's growth journey. This holistic approach sets us apart. Investment banking is an integral part of our modern economic infrastructure. This acknowledgement and understanding is core to our operational essence. It is the pulse that keeps us innovating, improving, and providingyou with steadfast solutions. Aligning your dreams, desires, and objectives within the proactive scope of investment banking – that is our aim at Fundwise. #InvestmentBanking #Finance #BusinessGrowth #Strategy #Fundwise
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Senior Creative Director
9mo👏👏