Viking Mergers

NOVEMBER 28, 2022

Ken had a professional career for more than twenty years before buying his own business. SAM is headquartered in Fort Mill, and for about ten years, Ken raised money for the organization as the Director of Development. And yes, you do have to have some money. Ken says he has always had a sort of entrepreneurial inclination.

Start-ups 130

Start-ups Equity 130

Viking Mergers

SEPTEMBER 12, 2022

After graduating from Eastern Illinois University with his Master’s in Athletic Administration, Kyle began his career in staffing and recruiting, specializing in the tech industry. There, he worked for Jeff McKeehan (who would go on to become Managing Partner in Viking’s Western NC market). Reverse engineer your timeline.

Start-ups 130

Start-ups B2B Business Valuation Marketability 130

Brian DeChesare

JANUARY 10, 2024

It’s one area where people on both sides tend to talk past each other : Bankers say that wealth management roles pay less, offer less interesting work, and lack good exit opportunities. If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate.

Banking 59

Banking Start-ups Equity Corporate Finance 59

Appraiser Newsroom

MARCH 2, 2022

Here’s why Millennials need career mentorship more than any generation that preceded them. By Ciera Graham as seen in Career Contessa. Millennials will also need to articulate what’s most important for them in a career. The number one reason was (unsurprisingly) money. Millennials are working longer hours.

Technology 52

Technology Marketability 52

Brian DeChesare

MAY 11, 2022

You probably don’t have time to read them all, so here is the TL;DR version of my responses: It’s not so much about your “age” – which companies in many countries cannot legally ask for – but your years of post-university full-time work experience. There are few topics as heated as age and investment banking.

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Brian DeChesare

SEPTEMBER 14, 2022

One of the problems with discussing credit analyst roles and the credit analyst career path is that no one agrees on what they mean. For example, if you work in Debt Capital Markets or Leveraged Finance or a closely related area such as corporate banking , technically, you are a “credit analyst.”. And What Do They Do?

Finance 79

Finance Banking Corporate Finance Start-ups 79

ThomsonReuters

FEBRUARY 28, 2024

Once, one of Shaul’s professors spoke about the importance of business development, saying that if you ever want to become a partner in a firm, you need to become a rainmaker and start bringing in your own work. She also hated having to deliver “bad news” when her clients owed money. This strengthened her desire  to have her own firm.

Start-ups 98

Start-ups Accounting Firms Compliance 98

Benzinga

FEBRUARY 13, 2023

Cris Giron started his financial planning career cold calling potential clients, primarily educators in an underserved market, helping them save money into 403(b)'s and plan for retirement. CHARLOTTE, N.C., Legacy Financial Group, based in Albuquerque, NM, originated August of 1995. Full story available on Benzinga.com

Marketability 40

Marketability 40

BV Specialists

SEPTEMBER 12, 2022

From a personal perspective, we all have stages in our life where we strive to become the best version of ourselves, by improving our overall lifestyle in areas such as health, career, and relationships. Would a fresh infusion of working capital allow you to invest in new growth opportunities? Some examples to consider: Overhead Costs.

Marketability 85

Marketability Finance Business Valuation 85

Brian DeChesare

JUNE 21, 2023

You’ll find influencers on Instagram, TikTok, LinkedIn, and other sites constantly praising Dubai and claiming it’s the best place to work or start a business. If you’re interested in the Middle East or have connections to the region, all this hype has probably made you wonder about finance careers there.

Banking 101

Banking Start-ups Finance Equity 101

Benzinga

JUNE 5, 2023

Money is the #1 source of stress - more than jobs, health, and relationships combined. Despite starting his career working in finance on Wall Street, Watson couldn't find resources widely available to easily manage his personal finances, and saw the same pattern for others. Terms were not disclosed.

Finance 40

Finance 40

ThomsonReuters

SEPTEMBER 23, 2022

This is the concept where an employee merely meets the very basics of his or her job description at work. Gallup explains that the overall decline in work engagement has to do with the “clarity of expectations, opportunities to learn and grow, feeling cared about, and a connection to the organization’s mission or purpose.” In Green v.

Start-ups 52

Start-ups Finance 52

Internal Audit 360

MAY 11, 2022

It’s an easy-to-read business book full of forward-looking non-conventional ideas on managing, motivating, and compensating people, among other topics. I liked the book so much that I started following Pink on LinkedIn, where I learned that he had published a new book titled The Power of Regret. Sounds exciting, right?

Start-ups 98

Start-ups Banking 98

Brian DeChesare

JUNE 15, 2022

If you look online, you’ll find many threads, articles, and blog posts saying that back office (BO) and middle office (MO) jobs are “the worst” and that if you end up there, your career is over. People say these roles pay less, offer boring/repetitive work, and do not give you many exit opportunities.

Banking 94

Banking Treasury Start-ups Finance 94

Brian DeChesare

APRIL 5, 2023

When you ask most people about their “career goals,” they sound something like this: Make a lot of money or gain power/prestige. And work normal, stable hours. Take little-to-no risk. But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways.

Equity 59

Equity Start-ups Private Equity Firm Banking 59

Gergory Caruso

MARCH 29, 2022

As a business valuator and business broker who spent much of his career in the Washington, DC area I have frequently worked with government contractors. These status certifications are important for obtaining work in a competitive market. But, you also get the benefit of a larger profit if you can do the work for less cost.

Business Valuation 52

Business Valuation Marketability Appraisal 52

Gergory Caruso

MARCH 29, 2022

As a business valuator and business broker who spent much of his career in the Washington, DC area I have frequently worked with government contractors. These status certifications are important for obtaining work in a competitive market. But, you also get the benefit of a larger profit if you can do the work for less cost.

Business Valuation 52

Business Valuation Marketability Appraisal 52

Benzinga

JANUARY 4, 2024

NASDAQ: ROCL ) ("Roth CH V" or "ROCL"), a publicly-traded special purpose acquisition company, announced today the signing of a definitive agreement for a business combination at a pre-money valuation of $90 million, that is expected to result in NEH becoming a public company. MIDLAND, Texas and NEWPORT BEACH, Calif.,

Net Debt 40

Net Debt Equity Compliance Finance 40

ThomsonReuters

JULY 6, 2023

Are you an accountant looking to break into the exciting world of mergers and acquisitions (M&A) advisory services? M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions. Why should accountants get into M&A advisory?

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Brian DeChesare

SEPTEMBER 20, 2023

Deal, Client, and Fundraising Experience Questions – How did you add value to the deals you’ve worked on? If you worked at a startup, how did you win more customers or partners in a sales or business development role? Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

Brian DeChesare

AUGUST 16, 2023

Careers , including the lifestyle, salaries/bonuses/carried interest, exit opportunities, and differences at domestic vs. international firms. I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms.

Equity 75

Equity Banking Start-ups Private Equity Firm 75

Brian DeChesare

JANUARY 31, 2024

This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. 10 – 15 positions rather than 100+).

Start-ups 59

Start-ups Equity Marketability Banking 59

Brian DeChesare

SEPTEMBER 7, 2022

But if you’re applying in your first or second year of university, you’re unlikely to have substantial work experience – probably just a mix of student activities, volunteer work, and side projects. So, how do you write a resume or CV for a finance internship when you have no real work experience?

Finance 89

Finance Banking Start-ups Marketability 89

Brian DeChesare

NOVEMBER 16, 2022

Mainstream news sources have already covered the story extensively, so I want to take a different angle and comment on how “the smart money” fell for this scam and what it could mean for careers in finance. And if you have been living under a rock, here’s a good 99-second summary. It raised over $1.8

Start-ups 52

Start-ups Banking Finance Technology 52

Peak Business Valuation

MAY 16, 2023

Peak Business Valuation , business appraiser, works with SBA lenders across the country. Buying an Electrical Company with an SBA Loan Buying an electrical business can be a great way to jumpstart your entrepreneurial career. Right now is a profitable time for electrical companies. Schedule a Free Consultation! We are happy to help!

Business Valuation 52

Business Valuation Finance Start-ups Appraisal 52

ThomsonReuters

JULY 19, 2022

A new national research study that analyzed the impact of same-day pay showed that, among other things, over 60% of working Americans think that all employers should offer their employees immediate access to their daily earned wages. How EWAs work. Pay frequency. At the federal level, there are no pay frequency requirements.

Start-ups 98

Start-ups Treasury Banking Technology 98

Lighter Capital

AUGUST 25, 2023

To put that into perspective, a professional golfer has about the same odds of getting a hole-in-one during their career (according to the National Hole-in-One Association) as you do of getting funding from venture capitalists. Founders often wonder: Is venture capital worth it? Venture capital funding is a high-risk, high-reward game.

Venture Capital Fund 92

Venture Capital Fund Equity Marketability Finance 92

Brian DeChesare

MARCH 9, 2022

and you summon Founders and CEOs who desperately need your money to grow their companies. This article assumes that you already know what venture capital is, the basic outline of venture capital careers , and how to get into venture capital. Or, more specifically, they want to become Venture Capital Partners.

Finance 83

Finance Start-ups Equity Marketability 83

Sun Acquisitions

MARCH 22, 2023

There’s also the issue of legacy: You have probably spent most of your career building this business and there’s a level of pride knowing your legacy will live on well beyond your years of ownership, especially if the business is associated with your family name. Can they afford it? Are their goals aligned with the direction of your business?

Finance 52

Finance Banking Marketability 52

Lighter Capital

FEBRUARY 5, 2021

If you already have a functional prototype and a business plan and you've burned through much of your initial money, then you’re ready to start raising real capital for your startup. There are several natural questions that come up at this point: Where can I find the money I need? And how much money should I raise?

Start-ups 52

Start-ups Equity Marketability Finance 52

Brian DeChesare

JANUARY 19, 2022

According to some, you do almost no modeling or technical work in this group, and it’s one of the easier jobs in IB, similar equity or debt capital markets. But if you read other accounts, FSG runs models, Analysts get hands-on technical work, and the hours could be longer and more stressful because your clients are private equity firms.

Private Equity Firm 77

Private Equity Firm Banking Equity Finance 77

ThomsonReuters

MARCH 26, 2021

Together, we discuss career paths and the best advice for those looking to rise to individual success within the tax and accounting profession. Together, we discuss career paths and the best advice for those looking to rise to individual success within the tax and accounting profession. There’s plenty of work to go around.”.

Start-ups 98

Start-ups Marketability 98

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

Brian DeChesare

FEBRUARY 9, 2022

Ask the average student or professional in the finance industry about their long-term career goal, and they’ll usually say, “ private equity mega-funds. ”. Recruiting: If you don’t work in one of the top groups at a bulge bracket bank (or an elite boutique ), you don’t have much of a chance at these firms.

Equity 52

Equity Banking Start-ups Finance 52

Brian DeChesare

DECEMBER 21, 2022

But the other factor is that everything outside of work improved as countries re-opened and life approached “normal” once again. We’re at the end of another year, and, in many ways, 2022 was quite disastrous. All these factors resulted in one of my worst years in terms of both business performance and portfolio performance…. …but

Banking 85

Banking Start-ups Finance EBITDA 85

Brian DeChesare

AUGUST 31, 2022

But before delving into the best candidates for these roles, typical trades, careers, and more, let’s start with the basic definitions: What is a Convertible Arbitrage Hedge Fund? Convertible bonds are hybrid instruments with elements of debt and equity, and some groups that trade convertible bonds also combine elements of S&T and IB.

Banking 67

Banking Risk-free Rate Equity Start-ups 67

Brian DeChesare

DECEMBER 14, 2022

People have counted the number of working bankers by school and created lists based on that; you can find one from College Transitions here. There are countless references to “target schools” in the articles and interviews, and we assume everyone understands the term. vs. Europe vs. Asia) and level (undergraduate vs. Master’s vs. MBA).

Banking 52

Banking Finance Start-ups Corporate Finance 52