Scott Sutherland’s Post

🌴 📈 RISK AND OPPORTUNITY IN LEVERAGED BUYOUTS (LBOS) 💎 #Leveraged Buyouts (LBOs) are integral to #corporate finance risk assessment and opportunity evaluation, particularly in #Private Equity transactions. These models offer valuable insights into how leverage impacts #financial metrics like #EBITDA, enabling swift adjustments for changing market conditions. Key #credit metrics such as #debt/EBITDA, interest coverage ratio, and #debt service coverage ratio play a....

☀️Honored for the opportunity to take an overview course about Investment Banking. Topics such as functions of investment banks, risk management, Loan syndication,Trade cycle of investment banking, mergers and acquisitions,Types of investment banking have been discussed in this course. My sincere gratitude goes to Great Learning-Team for the incredible effort they put into providing educational content. #Aug_2024 #Investment_Banking

In the September issue of Private Equity International, Churchill Asset Management’s Nick Lawler discusses the growing opportunity in private equity secondaries. Read why he thinks this asset class may be the most undercapitalized area in alternatives. https://bit.ly/3Xj6WuW #privateequity #secondaries #privatemarkets

Just delving into the fascinating world of investment banking and discovered its two main divisions: Investment Banking and Capital Market. 1. Investment Banking: Focused on raising capital for corporations through equity or debt offerings and has two groups. - Industry Groups: Interact directly with clients, specializing in sectors like finance, tech, retail, and more. - Product Groups: Handle specific financial instruments like mergers, acquisitions, and originations. 2. Capital Markets: Facilitate the buying and selling of securities. It’s grouped into the S&T and Research. - Sales & Trading: Executes buy and sell orders for clients. - Research: Analyzes companies and markets to provide investment insights. I’ve known it to be an independent financial institution, whereas they consist of different institutional entities working together to make the capital market operation viable. Image Credit: CFI #CMSA #finance #coffeeandcapitalwithCN #capitalmarkets #financialfreedom #investment #learningjourney #cfilearni

According to the Capital Market Proclamation No.1248/2021, Investment banking means a non-deposit taking financial institution that facilitates the creation of capital for other companies, governments, and other entities through underwriting, acting as an intermediary between a securities issuer and the investing public, facilitating mergers and other corporate reorganizations and acting as a broker or financial adviser for institutional clients. Among fifteen capital market services, one is investment bank and it is authorized to undertake the following services. - Act as a broker or financial adviser for institutional clients; - Facilitate the issuance of securities by companies, government and other entities through underwriting; - Act as an intermediary between securities issuers and the investing public; - Facilitate mergers and other corporate reorganizations; and - Other services as defined by the Authority from time to time (CMSPs Licensing and Supervision, 980/2024).

© Investopedia #Investment_banking: #What_It_Is? #What_Investment_Bankers_Do? I. What Is Investment Banking? Investment banking specializes in facilitating large & complex financial transactions, such as mergers and initial public offerings (IPOs). Investment banks raise funds for clients by underwriting new securities and managing IPOs. They provide valuation advice and guidance on structuring deals for mergers, acquisitions, and sales. Additionally, they issue securities to help clients raise capital and prepare necessary documentation for the U.S. Securities and Exchange Commission (SEC) for public offerings. II. #Key_Takeaways √ Investment banking deals primarily with raising money for companies, governments, and other entities. √ Investment banking activities include underwriting new debt and equity securities for all types of corporations. √ Investment banks will also facilitate mergers and acquisitions, reorganizations, and broker trades for institutions and private investors. √ Investment bankers work with corporations, governments, and other groups. They plan and manage the financial aspects of large projects. √ Investment banks were legally separated from other types of commercial banks in the United States from 1933 to 1999, when the Glass-Steagall Act that segregated them was repealed. Investment banks underwrite new debt and equity securities, assist in securities sales, facilitate mergers, acquisitions, and reorganizations, and broker trades for institutions and private investors. They also provide guidance on stock offerings and placements. Many are affiliated with or are subsidiaries of larger banking institutions and are widely recognized names.... Read more from the article https://lnkd.in/dV4N34qN © Wikipedia, the Free Encyclopedia #Investment_Banking is an advisory based financial service for institutional investors, corporations, governments, & similar clients. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. √ An investment bank may also assist companies involved in mergers & acquisitions & provide ancillary services such as market making, trading of derivatives & equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market. √ Another attraction for people to get into investment banking is that you get to work with some intelligent minds who have sharp brains and are driven individuals to prove their financial abilities. Click the link & Read more: https://lnkd.in/d-Ww-ze5

Turnaround Management Association’s Journal of Corporate Renewal recently published an article by Managing Director Rory Keenan that explores the special situations dual-track transaction process and how it applies in a market where rapid interest rate increases, inflationary pressures, and end-market drivers have created difficult refinancing conditions for many issuers. Read the full article at https://lnkd.in/e2KnvRuZ #PrivateCredit #InvestmentBanking #PrivateEquity #MergersandAcquisitions

Configure's @Rory Keenan has authored an insightful piece with @Turnaround Management Association’s Journal of Corporate Renewal, exploring the special situations dual-track transaction process. Read more below >

Private Credit JPMorgan Picks Partners to Boost Its Reach in Private Credit : effort to broaden its reach in the $1.7 trillion private credit market : Cliffwater, FS Investments, Shenkman among participants : JPMorgan will invest alongside partners in loans it originates : rapid expansion of the private credit market has eaten into the profits of banks’ leveraged finance desks : Citigroup and Apollo Global Management agreed to work together on $25 billion worth of deals over the next five years

Dealmaking Jefferies Sees Profit Boost From Strength in Dealmaking Activity : notches record quarter for advisory thanks to M&A rebound well “in a backdrop of declining interest rates and increasing activity driven by pent-up demand for capital markets and advisory deal flow” “That 70% growth is meaningfully fueling our gain in market position” Prior investments in talent help boost results, president says “Absent an unforeseen event or meaningful change in direction, activity levels in M&A and equity capital markets should be higher and stronger in 2025” ‘Greater Share’ activity in equity and debt capital markets “there is an independent opportunity we are pursuing to gain greater share of secondary activities in equities as well as credit products” “The results reflect the continued growth in our capabilities and our relationships, and represents increased market share as well as an improved market”