Brian DeChesare

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list.

Banking 101

Banking Start-ups Finance Equity 101

Brian DeChesare

MARCH 2, 2022

Unfortunately, this topic is tricky to discuss because “off-cycle” means something different in Europe vs. the U.S. You’ll still spend a good chunk of time on the process, but you will not need to know technical topics in the same depth. vs. elsewhere, and it also differs at different types of banks.

Banking 59

Banking Start-ups Finance Equity 59

Brian DeChesare

FEBRUARY 16, 2022

Also, there are still misconceptions about the financial modeling in the group, the hours, the exit opportunities, and other topics, so this updated article will address all of those: Definitions: What is Public Finance Investment Banking? Do you need to know DBC or Monte Carlo simulations or other, more advanced topics? The Greeks?

Finance 65

Finance Banking Equity Marketability 65

Brian DeChesare

AUGUST 10, 2022

You do not need to be an “expert” in the technical details of oil & gas, but you should know the following topics: The different verticals and how the business models, drivers, and risk factors differ. stake; Sprague is a combined Downstream / Midstream company (Evercore and Jefferies). Valuation Discussion – Jefferies.

Banking 88

Banking EBITDA Dividends Equity 88

Brian DeChesare

APRIL 6, 2022

If you want examples, take a look at a few from Goldman Sachs and Centerview : The differences lie in the metrics and the increased importance of certain topics, such as lease accounting. Among middle-market banks , Jefferies, Harris Williams, William Blair, Baird, and Lincoln International all stand out.

Banking 97

Banking Start-ups Equity Marketability 97