Reena Patel

In Chicago Booth's latest M&A Outlook Report, the 2024 market for M&A is expected to grow. Here are my three key insights: 📈 Factors such as a strong performance of the S&P 500, surpassing inflationary pressures, expected interest rate decreases, robust corporate balance sheets and increasing CEO confidence. 📈Long-term trends like Ai, robotics, automation and decarbonization targets are driving renewed apetite for M&A deals as companies seek growth and transformation through acquisitions. 📈More importantly the time is ripe, there is buildup of dry power estimated by a record high of $1.9 trillion globally and pent-up demand from bear markets due to pandemic times, making these assets poised to come to market for the year. To best take advantage of the opportunity for growth a well-prepared and agile M&A team is essential to navigate the challenges of the market. We at Asesores en Finanzas offer exprienced advisory and are ready to be your trusted partners, working closely with you to identify opportunities, mitigate risks, and create value in your M&A journey. Let's connect and explore how we can help you succeed. 🤝📈 #MAtransactions #DealMaking #CorporateFinance #StrategicGrowth

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/gYrXhcbc

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Excited to share my completion of the JPMorgan Chase Investment Banking job simulation program! 🚀🎓 This immersive experience has provided invaluable insights into the fast-paced world of finance, allowing me to sharpen my skills in deal analysis, strategic planning, and client communication. 💼💡 Grateful for the opportunity to immerse myself in the world of finance and for the invaluable knowledge gained. In the simulation I: * Identified an ideal M&A(Merger and Acquisition) target for a client based on an assessment of their strategic and financial criteria. * Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. * Created a 2-pager for the client containing a company profile and summary of the auction process.

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Drew Figdor, Portfolio Manager of the TIG Arbitrage Strategy, shared his thoughts with Yiqin Shen for Bloomberg on the current merger arbitrage landscape and why the team likes complexity. To read the full article, visit https://lnkd.in/eQQYHRUs To learn more about AlTi, visit https://alti-global.com/ ______ #Alternatives #MergerArbitrage #WealthManagement

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/gb3HkwCY

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/gXh2RTa4

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I just completed Citi's Investment Banking on Forage. In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/gSpTC4Xa

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/diMbYCUa

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/dbuGVN-g

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report Check out the simulation here: https://lnkd.in/dHMVGxgi

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I just completed Citi's Investment Banking on @[Forage](urn:li:organization:68514998). In the simulation I: * Completed a job simulation where acting as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company * Created a company profile for the target * Developed a five-year financial projection using a simple income statement model in Excel * Drafted a comparative company analysis * Synthesized an investor update into an internal summary report

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In my continuous efforts to expand Washington Square News’ business and technology coverage, I’m thrilled to have reported on Flite — an event planning startup run by some very passionate NYU students and alumni (Suvir Wadhwa, Rahul Surana, Kanay Jay Shah and Jasmeet Sahota). It’s incredible to see student startups like Flite flourish, especially with the backing of angel investors like Jason Calacanis and seasoned entrepreneurs as mentors like Andrew Boryk. “In February 2024, Flite began participating in the San Francisco-based LAUNCH Accelerator and secured $100,000 of seed funding from founder Jason Calacanis, a top internet entrepreneur and angel investor. Through LAUNCH, Calacanis has backed over 300 technology companies like Uber, Robinhood and Calm. His support kicked off tremendous exposure for Flite’s endeavors. “He has been very, very helpful. He’s a smart guy who always has the answer to everything, no matter what you bring in,” Surana said. “Having somebody like that in your corner is amazing. Ever since then, we’ve secured checks from other investors and even got $10,000 last week.” Flite also been able to grow with the help of advisors like Andrew Boryk, a Forbes “30 Under 30” entrepreneur who has raised over $70 million across several portfolio companies. Guidance from mentors like Boryk has been instrumental to Flite’s expansion, especially when overcoming roadblocks. “We went to a couple of tech mixers in November just trying to meet people in the startup ecosystem,” Surana said. “When we met Andrew Boryk, we were in a bit of a mental block and he was willing to set up a call with us to get us back on track. He has bet on us, not just our startup. He thinks that it’s the people who are the reason why he believes in a startup so much.”” Read more of my article here: https://lnkd.in/eJ8c_G7f #nyunews #flite #techstartup

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The manufacturing sector's pursuit rate shows growing interest and confidence, highlighting resilience amid current economic risks. Strong demand for high-quality manufacturing firms, supported by favorable geopolitical conditions, creates an opportune moment for pursuing exits at higher prices. Non-cyclical manufacturing companies, in particular, stand to benefit the most from these favorable conditions.

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Last week, I participated in JPMorgan Chase & Co. investment banking virtual experience program on the Forage platform and it was incredibly useful to understand what it might be like to be part of an IB team at JPMorgan Chase & Co. , to prepare a DCF valuation, identify and screen M&A targets and provide an investment recommendation in a realistic context. My experience completing this program was validation for me that I really enjoy the typical work of an investment banker and would love to apply what I’ve learned in your team. #investmentbanking #virtualexperience #learning

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