Swimming with Sharks: 3 Steps to Getting Promoted for Investment Bankers
Ambition probably isn’t a strong enough word to describe new investment banking recruits. With top grades and a great resume, they can have any job they want and their decision to choose a position...
View ArticleQuiz: 10 Brain Teaser Questions from Investment Banking Job Interviews
The final and arguably toughest gateway into a lucrative finance career is the grueling interview process. It’s a bit like passing the bar to become a lawyer, or defending your dissertation to get a...
View Article10 Brain Teasers from Investment Banking Job Interviews, Part II
Here’s our latest practice resource for aspiring bankers everywhere, and those who just want to test themselves and have some fun! Building on what was our most popular quiz so far, we’re doing 10...
View Article4 Helpful Tips for Breaking into Investment Banking
Recruiting for the most lucrative finance careers is incredibly competitive. Specifically, one of the most difficult positions to land is as an investment banking analyst. Firms typically only hire...
View ArticleQuiz: 10 valuation questions from analyst job interviews
We’re back with another quiz designed to help you prepare for that big job interview. We’ve already covered brain teasers and financial modeling technical questions, and now we’re looking at valuation...
View ArticleInsider (word) trading – an outsider’s guide to decoding the language of...
So whether you’re a fresh-faced analyst a year or two away from your first gray hairs or just a world-renowned linguist researching for your latest book on the Lost Tribes of Wall Street, The DealRoom...
View ArticleWomen in Dealmaking: A Chat with Jacoline Loewen, UBS Bank (Canada)
In this interview series, we profile trailblazing women working in M&A, private capital and finance who are driving deals. We highlight their experiences and achievements, and share their insights...
View ArticleTop 4 Considerations When Choosing a Virtual Data Room: What to Know Before...
Whether you’re new to selling your business, fundraising, or advising clients on a sale, choosing the right virtual data room (VDR) is critical. On the one hand, a data room can save you time and...
View ArticleShare Your Regional Insight in our Global M&A Fee Survey
M&A Fee Guide 2023/2024 Survey In partnership with Axial, DealCircle and Divestopedia, Firmex is surveying M&A practitioners on the state of advisory fees for sell-side transactions in the...
View ArticleUnveiling the Art of Deal Sourcing for M&A Advisors
The first, and often most important, step to any deal — deal sourcing — is the search for investment opportunities that align with a client’s strategic objectives. It involves uncovering valuable...
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Firmex Chats with Shane Mahmood of Allegiance Capital
Shane Mahmood is the managing director at Allegiance Capital, a private investment bank based in Dallas, Texas, that has completed transactions for hundreds of companies across industries, from...
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Is Insurtech Having Its Moment?
The first year of the COVID-19 pandemic cost insurers $55 billion, a staggering loss only eclipsed by Hurricane Katrina. And yet, in the shadow of that eclipse, the industry has undergone a historic...
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Firmex Chats with John Carvalho, President of Stone Oak Capital and Divestopedia
John Carvalho is the president of Stone Oak Capital Inc., an M&A advisory firm based in western Canada, and co-founder of Divestopedia, one of the leading online educational resources for selling...
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Firmex Chats with John Carvalho, President of Stone Oak Capital and...
John Carvalho is the president of Stone Oak Capital Inc., an M&A advisory firm based in western Canada, and co-founder of Divestopedia, one of the leading online educational resources for selling...
View ArticleDue Diligence Checklists
Fast-track the Diligence Process Selling a company is stressful, with tight deadlines and endless requests for documents. A lack of preparation on the seller’s part can create delays, causing...
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Firmex Chats with Dan Flaherty of Janney
Dan Flaherty is a managing director at Janney Montogomery Scott, a leading financial services firm with over 100 locations in the US. Flaherty has more than 15 years of investment banking experience...
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Firmex Chats with David Allebach of Janney
David Allebach is a managing director at Janney Montogomery Scott, a leading financial services firm with over 100 locations in the US. Allebach has over 20 years of investment banking experience in...
View ArticleChatGPT Cheat Sheet
Over the last year, ChatGPT has built a presence in so many areas of our lives – from curating your music playlist to assisting you at work. The generative AI platform, built and maintained by OpenAI,...
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