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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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How to Improve Your Finance Skills (Even If You Hate Numbers)

Harvard Business

If you’re not a numbers person, finance is daunting. “The decision-makers will want to see a simple model that shows revenue, costs, overhead, and cash flow,” he says. Stop avoiding finance because you’re afraid of numbers. Think of it this way, “Finance is the way businesses keep score.

Finance 28
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2008 Financial Crisis – Causes and historical context

Tom Spencer

Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. The senior slices of a CDO were considered to be safer because they had first priority on cash flows received from the pool of mortgages in the event of default. It all seemed so clear.

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Strong Economy – Strong Buy-Sell Market

Martinka Consulting

The answer is yes, based on the activity level of everybody we know in the M&A/buy-sell industry. The driving force is the baby boomer generation is large and highly entrepreneurial (as per an Intuit study saying this generation owns a disproportionate share of businesses. The third, and most important question is: Why? Easy money.

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Taking Greater Risks to Enjoy Greater Rewards with David Baker: Podcast #14

Consulting Success

David focuses on finances, benchmarking, performance, and positioning of firms, as well as PR, advertising, and more. It was during graduate school where he was studying theology and language that he (somewhat naively) decided that he could produce better ads than the ones he was seeing in newspapers.

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Small and Young Businesses Are Especially Vulnerable to Extreme Weather

Harvard Business

The survey methods stratified firms by industry, age, and size so that our sample reflects the characteristics of businesses in the region. Firms applied for credit to finance recovery. Challenge risk financing conventions. Businesses likely need new forms of risk financing. Our data include about 950 businesses.