Blog

Modeling in Layers: The Building blocks of a deal-ready model

In Private Equity (PE) and Investment Banking (IB), whether you're pitching a PE transaction, valuing a company, or preparing for an investment committee meeting, you need a deal-ready financial model that works like a well-oiled machine. But no one tells...

Private Equity vs. Venture capital: key differences explained

Private Equity (PE) and Venture Capital (VC) are two pillars of alternative investments. While they share some similarities, their approaches, risk profiles, and strategies differ significantly, making them suitable for different types of investors and businesses. Sector and Industry Private equity funds...

Why Companies have Private Equity Investors as Shareholders?

In advanced capital markets, private companies often seek private equity (PE) investors as shareholders primarily to access expansion and growth capital. This strategic move is driven by several compelling reasons. Access to substantial capital: PE capital is the necessary financial...

Private Equitty Job Posting – Investment Analyst Position At Phoenix Holdings

Phoenix Holdings is seeking an Investment Analyst who will be responsible for both portfolio and investment support. The candidate will primarily be responsible for supporting existing portfolio companies as they commercialize and scale, with additional opportunity for performing due diligence,...

A Career in Private Equity

Recently, Private Equity has been included in one of the 3 specialised pathways of the Level 3 curriculum of CFA Program. Why a career in Private Equity is highly desirable by finance professionals, not only in Vietnam but also in...

Seminar Total Portfolio Management (TPM)

Mr. Vinh Vo-Sang, CFA, master trainer at Vietnam Investment Nurturing Hub, attending the presentation on Total Portfolio Management (TPM) approach yesterday in Ho Chi Minh City, presented by John Bowman, CFA, President of CAIA (Chartered Alternative Investment Analyst Association). TPM...

Glossary 23 – Closing an M&A Transaction: Completion Account

Besides Locked Box mechanism, Completion Account is another common way employed in mergers and acquisitions (M&A) transactions. The Completion Accounts mechanism involves adjusting the purchase price (the amount to be paid to the vendor), which is provisional and agreed upon...

Glossary 22 – Closing an M&A transaction: Locked Box mechanism

Locked Box is one of the two most common mechanisms employed in mergers and acquisitions (M&A) transactions to facilitate the transfer of purchase price (the amount to be paid to the vendor) and ensure that the target company's assets and...

Glossary 20 – Why companies have private equity investors as shareholders

In advanced capital markets, private companies often seek private equity (PE) investors as shareholders primarily to access expansion and growth capital. This strategic move is driven by several compelling reasons. Access to substantial capital: PE capital is the necessary financial...

Glossary 19 – Private Equity Investment Strategies

Private Equity (PE) firms employ various strategies to acquire, invest in, or provide financing to private companies with the goal of generating substantial returns for their investors. Below are some of the key strategies: Leveraged Buyouts (LBOs): this strategy involves...