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Investment Banking 101: Understanding the Industry

Tom Spencer

Investment banking forms part of the financial services industry involved in the underwriting, distribution, and trading of securities. What Investment Bankers Do There are several key roles within investment banking, including corporate finance, sales and trading, and research.

Banking 88
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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

Equity research is a vital function within the investment industry that helps investors make informed decisions about buying, holding, or selling stocks. These reports typically include information on a company’s financial performance, management team, competitors, industry trends, and any other relevant information.

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Key Performance Indicators (KPIs) for Professional Services Firms

Progressus

People often generate nearly 80% of the industry’s revenue, making efficient resource management critical. Utilization goals must strike a balance between short-term revenue targets and long-term considerations to avoid burnout or underutilization, which can lead to cash flow issues.

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Unlocking Business Profit Potential

Business Consulting Agency

Review income statements, balance sheets, and cash flow to identify areas that impact profitability. Consider their track record, industry knowledge, and commitment to collaboration. Set Profitability Goals : Define clear and achievable profitability goals for your business. Develop loyalty programs and personalized experiences.

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From Idea to Business: A Comprehensive Guide

Business Consulting Agency

Market Research : Conduct thorough market research to understand your industry, competitors, and target market. Finances : Secure startup funding through personal savings, loans, investors, or grants. Create a financial plan that includes budgeting, cash flow projections, and funding sources.

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Winning Isn’t Everything: The Art of Playing Well

Tom Spencer

This idea has been echoed by some of the most influential figures in the business and finance world, including Professor Michael Porter, Michael Lewis, and Warren Buffett. The actions of these players in the financial industry were driven by their desire to win at all costs, rather than a commitment to ethical behaviour.

Ethics 78
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Due Diligence by Management Consulting Firms

Tom Spencer

These are outsourced by PE firms or corporate acquirers to a specialist adviser: lawyers for legal issues, accountants for auditing, and investment bankers for carrying out due diligence from a financing perspective. Financial due diligence involves a lot of financial modelling ( DCF , LBO , NAV ) and deal structuring.