Simon Wein’s Post

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.

Hello Connections! I am excited to share that I have completed my First Investment Banking Virtual Experience. I wish to learn more and more on Investment Banking and work in this field some day!! #investmentbanking

The M&A Pitch in Investment Banking - Real life Discussions Investment Bankers during M&A pitches often present a set of acquisition opportunities to their existing clients or newer ones. It involves screening of potential targets through databases like Capital IQ, Factset, Bloomberg, web search or other paid/public sources. A process of filtering from a list of lets say 300-400 companies (the count depends on the sector/niche etc.) to may be 10-20 most relevant names include some discussion areas like (not limited to) 1) Cost and time it may take for the acquiror to replicate what the target has without acquiring it 2) Value that gets created for acquiring the company 3) The acquiror's need for exactly what the target company has. Can it be substituted by any alternatives along with the cost of that alternatives 4) Swiftness and ease of integration with the acquiror The above factors also play a crucial role in determining the premiums that get paid by the acquiror to acquire the target. The best acquisitions fill a hole in the larger company to help them keep up/outperform the competition, faster execution of its growth strategy etc. This is evident in many recent and historical acquisitions in the tech/AI spaces amongst many others. 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)

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.

📈💼 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.

I attended this webinar it is conducted by Equigenius Services topic of INVESTMENT BANKING in this webinar I learn lot things in this session.

One more learning with Project Completion of Investment Banking.

Investing in Your Future: The Definitive Ranking of Investment Banking Schools