Investment Banking Insights

Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper? You might get asked for a deal pitch! Today we cover the basics of how to structure an answer to the question "pitch me a deal" Contact: investmentbankinginsights@gmail.com

What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines? In today's conversation, I speak with Larry B Oliver. As a current IB analyst, Larry has experience navigating the analyst recruiting process and offers tips on how to best navigate it. Larry also runs The Pulse newsletter, a free resource helpi...

When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps. Contact: investmentbankinginsights@gmail.com

Today we discuss some common valuation ratios for investment bankers! Contact: investmentbankinginsights@gmail.com

It's time to reflect on my summer internship in investment banking! Here are the high level lessons I learned. Contact: investmentbankinginsights@gmail.com

We’re back! A quick update for y’all. Contact: investmentbankinginsights@gmail.com

Aside from the basic three methods of valuing a company, here are a few other valuation methodologies you should know. Contact: investmentbankinginsights@gmail.com

Today we cover the three major valuation methodologies! 1. Comparable Companies 2. Precedent Transactions 3. Discounted Cash Flow Contact: investmentbankinginsights@gmail.com

You might know the basic equation for calculating enterprise value already. But how do you account for convertible bonds as part of that calculation? Contact: investmentbankinginsights@gmail.com

Let's learn how to calculated fully diluted shares for a company using something called the Treasury Stock Method. Contact: investmentbankinginsights@gmail.com

Let's break down enterprise value together today! Contact: investmentbankinginsights@gmail.com

Goodwill is one of those weird accounting concepts that doesn't come naturally at first. But it's super important and not that hard to understand once you break down the underlying logic of it. Today we'll learn about goodwill! It's critical for investment bankers to know, particularly in the context of mergers and acquisitions. Contact: investmentbankinginsights@gmail.com

What is EBITDA and why do we care about it as investment bankers? Contact: investmentbankinginsights@gmail.com

What's the difference between GAAP and the ambiguous "Non-GAAP" earnings that we often see in company financials?  Contact: investmentbankinginsights@gmail.com

Capitalizing a purchase vs expensing it can be understood by looking at the differences between the Income Statement and the Balance Sheet. Let's check it out! Contact: investmentbankinginsights@gmail.com

I used to think that when a business "made money" it was the same thing as earning revenue, as well as collecting cash. But then I realized I was wrong. Today we cover a basic accounting principle that's important for investment bankers to understand when looking at financial statements. Contact: investmentbankinginsights@gmail.com

When an asset gets written down in value, how does that impact the financial statements? What happens when debt gets written down too? Contact: investmentbankinginsights@gmail.com

What does it mean for capital to be "working"? Today we unpack this concept, which is plays an important role in understanding the balance sheet, cash flow, and projecting cash flows in a DCF model. Contact: investmentbankinginsights@gmail.com

Can Shareholder's Equity be negative on the balance sheet? And if so, how? Contact: investmentbankinginsights@gmail.com

What happens when a company sells a product, and how are the financial statements impacted? We'll assume the product is sold for $20 and it costs $10 make. Contact: investmentbankinginsights@gmail.com

What happens to the financial statements when a company buys a factory with debt? We'll look at this scenario at Year 0, Year 1, and the end of Year 2 / start of Year 3. Contact: investmentbankinginsights@gmail.com

How do you account for changes in the financial statements when inventory increases by $10? Contact: investmentbankinginsights@gmail.com

How does accrued compensation work on the financial statements? Today we'll work through a simple problem to find out. Contact: investmentbankinginsights@gmail.com

Let's put our knowledge of financial statements and depreciation to work to solve a simple investment banking accounting question. Contact: investmentbankinginsights@gmail.com

Depreciation and Amortization always seems like funny concepts to me, but now that I have studied them in more detail I understand why they exist. Today we'll go over the basics of what D&A actually are and why they matter. Contact: investmentbankinginsights@gmail.com