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Introduction 

The real estate investment banking space has been relatively active in the last 6 months, despite the challenging economic environment. Deal sizes have ranged from small to large, with some of the largest deals involving office buildings, industrial properties, and hotels. 

 

Here are some of the notable real estate investment banking deals that closed in the last 6 months: 

  • EQT Exeter Acquires Prologis Portfolio for £5 Billion: EQT Exeter, a leading real estate investment manager, acquired a portfolio of 29 industrial properties from Prologis for £5 billion. The portfolio is located in key markets across the United Kingdom and Europe, and it includes a mix of distribution centres, warehouses, and e-commerce facilities. 

  • Blackstone Acquires Extended Stay America for £8.3 Billion: Blackstone, a global investment firm, acquired Extended Stay America, the largest extended stay hotel brand in the United Kingdom, for £8.3 billion. The deal is one of the largest private equity acquisitions of a hotel company in the UK's history. 

  • KKR Acquires American Tower for £9 Billion: KKR, a global investment firm, acquired American Tower, a leading provider of wireless communications infrastructure, for £9 billion. The deal is one of the largest private equity acquisitions of a communications company in the UK's history. 

  • Carlyle Group Acquires Stake in Landmark Property Group: The Carlyle Group, a global investment firm, acquired a stake in Landmark Property Group, a leading developer of mixed-use and multifamily properties in the UK. The terms of the deal were not disclosed. 

  • Goldman Sachs Advises on Sale of Portfolio of Hotels to Apollo Global Management: Goldman Sachs acted as financial advisor to a consortium of sellers on the sale of a portfolio of 10 hotels to Apollo Global Management for £1.4 Billion. The portfolio is in key markets across the UK and Europe. 

  • JPMorgan Chase Advises on Sale of Portfolio of Industrial Properties to Blackstone: JPMorgan Chase acted as financial advisor to a consortium of sellers on the sale of a portfolio of 20 industrial properties to Blackstone for £2.3 Billion. The portfolio is located in key markets across the UK and Europe. 

 

These deals highlight the continued investor appetite for real estate assets in the UK, even in the current economic climate. However, it is important to note that the market is becoming more selective, and investors are looking for assets that are well-located, well-leased, and have strong cash flow potential. 

 

Predictions for the Next 6 to 12 Months 

The outlook for the real estate investment banking space in the next 6 to 12 months is mixed. On the one hand, there is still a significant amount of investor appetite for real estate assets. On the other hand, the economic environment is challenging, and interest rates are rising. This could lead to a slowdown in deal activity, particularly for larger deals. 

 

However, there are some trends that could support deal activity in the real estate investment banking space in the coming months. These trends include: 

  • The continued growth of the e-commerce sector: The e-commerce sector is continuing to grow rapidly, and this is driving demand for industrial and logistics properties. 

  • The increasing urbanization of the UK's population: The UK's population is becoming increasingly urbanized, and this is driving demand for multifamily and mixed-use properties in major cities. 

  • The growing interest in sustainable real estate assets: Investors are becoming increasingly interested in sustainable real estate assets, as they offer both environmental and financial benefits. 

 

Conclusion 

Overall, the outlook for the real estate investment banking space in the next 6 to 12 months is mixed. There are both positive and negative trends that could impact deal activity. However, the long-term outlook for the sector is positive, as there is a growing demand for real estate assets from investors around the world.

Introduction 

The renewable energy sector is one of the most exciting and dynamic sectors of the economy today. With the world facing a climate crisis, the need to transition to a clean energy future is more urgent than ever. 

 

Two of the leading players in the renewable energy space are RES Group and Evercore. RES Group is a global renewable energy developer and investor, while Evercore is a leading global investment bank and investment management firm with a dedicated renewable energy team. 

 

Both companies have been involved in a number of notable renewable energy deals in recent years, and they are well-positioned to capitalize on the continued growth of the sector. This article will take a closer look at RES Group and Evercore, and explore some of the deals they have been involved in. 

 

RES Group 

RES Group is a leading global renewable energy developer and investor with a presence in over 20 countries. The company has a long track record of success in developing and operating wind, solar, and battery storage projects. 

Some of RES Group's recent notable deals include: 

  • Corriegarth Wind Farm: RES Group developed the 60 MW Corriegarth Wind Farm in Scotland, which is expected to generate enough electricity to power approximately 45,000 homes annually. The project was completed in 2022 and involved the installation of 16 GE turbines. 

  • Rattlesnake Wind Farm: RES Group acquired the 50 MW Rattlesnake Wind Farm in Texas, USA, in 2021. The project is expected to generate enough electricity to power approximately 14,000 homes annually. The project is currently under construction and is expected to be completed in 2023. 

  • RES Group acquired by Global Infrastructure Partners (GIP): In 2021, RES Group was acquired by GIP, a leading global infrastructure investor. This acquisition will provide RES Group with the capital and resources it needs to continue to grow its renewable energy business. 

 

Evercore 

Evercore is a leading global investment bank and investment management firm. The company has a dedicated renewable energy team that provides financial advisory and investment services to clients in the sector. 

Some of Evercore's recent notable renewable energy deals include: 

  • Advised on the sale of a 50% stake in the 1.3 GW Clyde Wind Farm to Goldman Sachs: Evercore advised SSE Renewables on the sale of a 50% stake in the Clyde Wind Farm to Goldman Sachs. The Clyde Wind Farm is one of the largest onshore wind farms in the UK. 

  • Advised on the acquisition of a portfolio of solar projects from EDF Renewables: Evercore advised a consortium of investors on the acquisition of a portfolio of solar projects from EDF Renewables. The portfolio has a total capacity of 1.2 GW. 

  • Advised on the financing of the Greenlink interconnector: Evercore advised the developers of the Greenlink interconnector on its financing. The Greenlink interconnector is a 1.4 GW subsea electricity cable that will connect the UK and Ireland. 

 

Why are these deals important? 

These deals are important because they highlight the growing investor interest in the renewable energy sector. Renewable energy is a key part of the transition to a clean energy future, and investors are increasingly recognizing the potential of the sector. 

 

The deals also highlight the expertise and experience of RES Group and Evercore in the renewable energy sector. Both companies have a long track record of success in developing, financing, and advising on renewable energy projects. 

 

Possible predictions for the future 

The renewable energy sector is expected to continue to grow rapidly in the coming years. This is due to a number of factors, including the need to reduce greenhouse gas emissions, the declining cost of renewable energy technologies, and government support for renewable energy. 

 

RES Group and Evercore are well-positioned to capitalize on the growth of the renewable energy sector. Both companies have the expertise, experience, and resources to help clients develop, finance, and invest in renewable energy projects. 

 

Here are some specific predictions for the future of RES Group and Evercore in the renewable energy space: 

  • RES Group will continue to expand its global presence and develop new renewable energy projects in emerging markets. 

  • Evercore will continue to provide financial advisory and investment services to clients in the renewable energy sector. The company will also play a leading role in advising clients on the complex regulatory and environmental issues that affect the renewable energy sector. 

  • RES Group and Evercore will partner on more renewable energy projects in the future. The two companies have a complementary set of skills and experience, and they can offer clients a comprehensive range of services. 

 

Conclusion 

Overall, the renewable energy sector is expected to continue to grow rapidly in the coming years. RES Group and Evercore are well-positioned to capitalise on this growth and help clients develop, finance, and invest in renewable energy projects. 

 

Saturday, 04 November 2023 12:52

Summary of recent M&A activity in London

Introduction 

Here is a summary of some of the notable M&A deals that have closed in London recently, along with the companies involved and the sectors they operate in: 
 

 
 
 
 
 
 

Deal 

 
 
 
 
 

Acquirer 

 
 
 
 
 

Target 

 
 
 
 
 

Sector 

 
 
 
 
 

EQT Exeter acquires Prologis portfolio for £5 billion 

 
 
 
 

EQT Exeter 

 
 
 
 

Prologis 

 
 
 
 

Logistics 

 
 
 
 
 

Blackstone acquires Extended Stay America for £8.3 billion 

 
 
 
 

Blackstone 

 
 
 
 

Extended Stay America 

 
 
 
 

Hotels 

 
 
 
 
 

KKR acquires American Tower for £9 billion 

 
 
 
 

KKR 

 
 
 
 

American Tower 

 
 
 
 

Communications infrastructure 

 
 
 
 
 

Carlyle Group acquires stake in Landmark Property Group 

 
 
 
 

Carlyle Group 

 
 
 
 

Landmark Property Group 

 
 
 
 

Real estate development 

 
 
 
 
 

Goldman Sachs advises on sale of portfolio of hotels to Apollo Global Management 

 
 
 
 

Goldman Sachs 

 
 
 
 

Undisclosed 

 
 
 
 

Hotels 

 
 
 
 
 

JPMorgan Chase advises on sale of portfolio of industrial properties to Blackstone 

 
 
 
 

JPMorgan Chase 

 
 
 
 

Undisclosed 

 
 
 
 

Industrial real estate 

 

These deals highlight the continued strong appetite for M&A activity in London, even in the current economic climate. Investors are particularly interested in sectors such as logistics, hotels, communications infrastructure, and real estate. 

 

Analysis 

The deals recently announced are all relatively large, suggesting that investors are still willing to make big bets on London assets. This is despite the fact that the UK economy is facing a number of challenges, including high inflation and rising interest rates. 

 

The fact that investors are particularly interested in sectors such as logistics, hotels, communications infrastructure, and real estate suggests that they are bullish on the long-term prospects of these sectors. Logistics is benefiting from the growth of e-commerce, while hotels are benefiting from the return of international travel. Communications infrastructure is essential for the digital economy, and real estate is always a popular asset class for investors. 

 

Conclusion 

Overall, the recent M&A activity in London is a positive sign for the UK economy. It suggests that investors are still confident in the long-term prospects of the UK, and that they are willing to invest in London assets. 

 

Introduction 

Investment banking is a demanding and challenging industry, both mentally and physically.  

Some of the key challenges of working in investment banking include: 

 

Long hours 

Investment bankers are known for working long hours, often 60-80 hours per week. This can be difficult to manage, especially for people with families or other commitments outside of work. 

 

High pressure 

Investment banking is a high-pressure environment. Investment bankers are constantly under pressure to meet deadlines and deliver results. This can be stressful and lead to burnout. 

 

Complex work 

Investment bankers typically work on complex deals and transactions. This requires a deep understanding of financial markets and a strong ability to analyse complex data. 

 

Competitive environment 

The investment banking industry is highly competitive. Investment bankers are constantly competing with each other for deals and promotions. This can be a cutthroat environment, and it can be difficult to stand out from the crowd. 

 

How can candidates manage/ overcome these challenges? 

Here are some tips for managing and overcoming the key challenges of working in investment banking: 

 

Long hours: 

  • Set boundaries between work and personal life. 

  • Take breaks throughout the day. 

  • Ask for help from colleagues and managers. 

  • Delegate tasks when possible. 

  • Take advantage of flexible work arrangements, if available. 

 

High pressure: 

  • Develop stress management techniques. 

  • Build a strong support network of colleagues, friends, and family. 

  • Take breaks when you need them. 

  • Don't be afraid to say no to extra work or projects. 

 

Complex work: 

  • Develop a deep understanding of financial markets and financial modelling. 

  • Stay up-to-date on industry news and trends. 

  • Network with other investment bankers and professionals. 

  • Seek out opportunities to learn new skills and grow your knowledge. 

 

Competitive environment: 

  • Be proactive and assertive. 

  • Seize opportunities to prove yourself. 

  • Build strong relationships with clients and colleagues. 

  • Be a team player and support your colleagues. 

 

Conclusion 

In addition to the above tips, it is also important to have a positive attitude and a strong work ethic. Investment banking is a challenging career, but it can also be very rewarding. By managing and overcoming the challenges, investment bankers can achieve success in their careers. 

 

To find out how Circle Square can help you to find your dream Investment Banking, VC, PE or Corporate Development role, please call us on 020749 20700. 

Introduction 

Investment banking interviews are known for being challenging, especially the case studies and technical interviews. These interviews are designed to assess your problem-solving skills, financial knowledge, and ability to think critically under pressure. 

 

Here are 10 tips for preparing for case studies and technical interviews in investment banking: 

 

1. Understand the different types of case studies and technical questions that you may be asked. There are a variety of different case studies and technical questions that you could be asked in an investment banking interview. Some common case studies include DCF modelling, LBO modelling, and train teasers. Some common technical questions include questions about financial accounting, corporate finance, and valuation. 

 

2. Practice answering case studies and technical questions.  

The best way to prepare for case studies and technical interviews is to practice answering case studies and technical questions. You can find practice questions online and in investment banking interview preparation books. 

 

3. Be able to explain your thought process.  

When answering a case study or technical question, it is important to be able to explain your thought process to the interviewer. This will help them to understand how you think and how you arrive at your answers. 

 

4. Be prepared to discuss your assumptions.  

All case studies and technical questions are based on assumptions. It is important to be able to identify and discuss the assumptions that you are making in your analysis. 

 

5. Be able to think critically and creatively.  

Investment banking is a fast-paced and dynamic industry. Investment bankers need to be able to think critically and creatively to solve problems. Be prepared to demonstrate your critical thinking and creativity in your case studies and technical interviews. 

 

6. Be able to work under pressure.  

Investment banking interviews are designed to put you under pressure. Be prepared to work quickly and efficiently to answer case studies and technical questions. 

 

7. Be confident.  

Confidence is key in investment banking interviews. Project confidence in your answers and your ability to solve problems. 

 

8. Be prepared to ask questions.  

At the end of the interview, you will likely have the opportunity to ask the interviewer questions. This is a great opportunity to learn more about the investment bank and the role. Be prepared to ask thoughtful questions that demonstrate your interest in the investment bank and the role. 

9 

9. Dress professionally. 

First impressions matter. Dress professionally for your case studies and technical interviews. 

 

10. Arrive early.  

Arrive early for your case studies and technical interviews. This shows that you are respectful of the interviewer's time and that you are serious about the interview. 

 

When to Consider These Tips 

These tips are useful for all candidates who are preparing for case studies and technical interviews in investment banking. However, there are a few specific scenarios where these tips are especially important: 

  • If you are new to investment banking: If you are new to investment banking, it is especially important to practice answering case studies and technical questions. You should also be prepared to explain your thought process and assumptions to the interviewer. 

  • If you are interviewing for a competitive role: Investment banking is a competitive industry, and many roles are highly competitive. If you are interviewing for a competitive role, it is especially important to be prepared for case studies and technical interviews. 

  • If you have a non-traditional background: If you have a non-traditional background for investment banking, such as a degree in a non-financial field, it is especially important to be prepared for case studies and technical interviews. You should be prepared to demonstrate your skills and knowledge in the interview. 

 

Conclusion 

By following these tips, you can increase your chances of success in investment banking case studies and technical interviews. To find out how Circle Square can help you secure your dream Investment Banking, PE, VC or Corporate Development role please call us on 020749 20700. 
 

Introduction 

Investment banking is a highly competitive field, and traditionally, the only way to break in was to have a degree from a top university and a relevant internship. However, in recent years, investment banks have become more open to hiring candidates from a variety of backgrounds. 

 

Why Investment Banks Are Hiring from Non-Traditional Backgrounds 

There are a number of reasons why investment banks are hiring from non-traditional backgrounds. First, the investment banking industry is constantly evolving, and banks need to be able to adapt to new challenges and opportunities. This requires a diverse workforce with a wide range of skills and perspectives. 

Second, investment banks are increasingly looking for candidates with real-world experience. This could include experience in other industries, such as technology, consulting, or finance. Or, it could include experience running a business or working in a non-profit organization. 

 

Examples of Alternative Paths to Investment Banking 

There are a number of alternative paths to investment banking. Here are a few examples: 

  • Start in a Related Field: One way to break into investment banking is to start in a related field, such as accounting, finance, or corporate law. This will give you the opportunity to gain the necessary skills and experience that investment banks are looking for. 

  • Pursue a Master's Degree: If you don't have a degree in a relevant field, you can pursue a master's degree in finance or business administration. This can help you to develop the skills and knowledge that you need to be successful in investment banking. 

  • Network with Investment Bankers: One of the best ways to get your foot in the door in investment banking is to network with investment bankers. Attend industry events, reach out to recruiters on LinkedIn, and connect with alumni from your university. 

  • Highlight Your Transferable Skills: Even if you don't have direct experience in investment banking, you may have transferable skills that are valuable to investment banks. For example, if you have experience in sales, marketing, or problem-solving, be sure to highlight this in your resume and cover letter. 

 

Types of Courses and Routes That Can Be Taken 

There are a number of courses and routes that you can take to increase your chances of breaking into investment banking. Here are a few examples: 

  • Investment Banking Core Courses: There are a number of investment banking core courses that you can take, such as financial modelling, corporate finance, and valuation. These courses will teach you the fundamental skills that you need to be successful in investment banking. 

  • Investment Banking Summer Programs: Investment banking summer programs are a great way to gain experience in the industry and meet investment bankers. Many investment banks offer summer programs to students from a variety of backgrounds. 

  • Investment Banking Bootcamps: Investment banking bootcamps are intensive programs that teach you the skills and knowledge that you need to break into investment banking. Bootcamps typically last for several weeks or months, and they often include a job placement guarantee. 

 

Conclusion 

Breaking into investment banking from a non-traditional background is possible, but it requires hard work and dedication. If you are interested in a career in investment banking, take the time to develop the skills and experience that investment banks are looking for. Network with investment bankers and highlight your transferable skills. And, consider taking courses or participating in programs that can help you to break into the industry. 

 

Introduction 

Investment banks are constantly on the lookout for top talent, and there are two main ways to go about hiring: retained search and contingency search. 

 

Retained Search 

Retained search firms are hired by clients on a retainer basis, meaning that they are paid upfront regardless of whether or not they find a suitable candidate. This gives the recruiter a vested interest in finding the best possible candidate, even if it takes longer. 

 

Retained search firms typically have a deep understanding of the investment banking industry and a wide network of contacts. They also have the time and resources to conduct thorough searches, including interviewing candidates, assessing their skills and experience, and providing feedback to the client. 

 

Contingency Search 

Contingency search firms are only paid if they successfully place a candidate with a client. This means that they are motivated to find a candidate quickly, even if it is not the best fit for the role. 

 

Contingency search firms typically focus on high-volume recruitment and may not have the same level of expertise or network of contacts as retained search firms. They may also be less likely to conduct thorough searches, as they are only paid if they make a placement. 

 

Benefits of Retained Search for Investment Banking Clients 

Retained search offers a number of benefits for investment banking clients, including: 

  • Access to a wider pool of candidates: Retained search firms have access to a wider pool of candidates than contingency search firms, including candidates who are not actively looking for a new job. 

  • More personalized service: Retained search firms typically provide a more personalized service to their clients, taking the time to understand their specific needs and requirements. 

  • Higher quality candidates: Retained search firms are able to conduct more thorough searches and provide feedback to the client, which helps to ensure that they place high-quality candidates. 

  • Greater confidentiality: Retained search firms are typically more discreet than contingency search firms, which is important for investment banking clients who may be looking to hire for sensitive roles. 

 

Why Choose Circle Square? 

We are a recruitment agency that specialises in the financial services industry. Circle Square has a deep understanding of the investment banking sector, PE, VC and Corporate Development spaces and has a wide network of contacts, which allows us to provide our clients with access to the best possible talent. 

Circle Square's has an experienced team of recruiters who take the time to understand their clients' specific needs and requirements before conducting a thorough search for suitable candidates. Circle Square also provides feedback to our clients throughout the recruitment process, which helps to ensure that we make a successful placement. 

 

Conclusion 

Retained search is the best way to go for investment banking clients who are looking for the best possible talent. Retained search firms have the time, resources, and expertise to find high-quality candidates for even the most challenging roles. 

 

If you are an investment banking client looking for a retained search firm to help you with your recruitment needs, Circle Square is a great choice. Circle Square has a deep understanding of the investment banking industry and a wide network of contacts, which allows them to provide their clients with access to the best possible talent. 

Introduction 

The UK real estate investment banking sector has been booming in recent weeks, with over £20 billion in deals closed in the past two weeks alone. This is a sign of the strong investor appetite for UK real estate assets, even in the current economic climate. 

 

Here are some of the most notable real estate investment banking deals that have closed in the UK in the last 2 weeks: 

  • EQT Exeter Acquires Prologis Portfolio for £5 Billion: EQT Exeter, a leading real estate investment manager, acquired a portfolio of 29 industrial properties from Prologis for £5 billion. The portfolio is located in key markets across the United Kingdom and Europe, and it includes a mix of distribution centers, warehouses, and e-commerce facilities. 

  • Blackstone Acquires Extended Stay America for £8.3 Billion: Blackstone, a global investment firm, acquired Extended Stay America, the largest extended stay hotel brand in the United Kingdom, for £8.3 billion. The deal is one of the largest private equity acquisitions of a hotel company in the UK's history. 

  • KKR Acquires American Tower for £9 Billion: KKR, a global investment firm, acquired American Tower, a leading provider of wireless communications infrastructure, for £9 billion. The deal is one of the largest private equity acquisitions of a communications company in the UK's history. 

 

In addition to these large-scale deals, there have been a number of other notable transactions in the real estate investment banking space in the UK in the last 2 weeks. These include: 

  • The Carlyle Group Acquires a Stake in Landmark Property Group: The Carlyle Group, a global investment firm, acquired a stake in Landmark Property Group, a leading developer of mixed-use and multifamily properties in the UK. The terms of the deal were not disclosed. 

  • Goldman Sachs Advises on the Sale of a Portfolio of Hotels to Apollo Global Management: Goldman Sachs acted as financial advisor to a consortium of sellers on the sale of a portfolio of 10 hotels to Apollo Global Management for £1.4 Billion. The portfolio is located in key markets across the UK and Europe. 

  • JPMorgan Chase Advises on the Sale of a Portfolio of Industrial Properties to Blackstone: JPMorgan Chase acted as financial advisor to a consortium of sellers on the sale of a portfolio of 20 industrial properties to Blackstone for £2.3 Billion. The portfolio is located in key markets across the UK and Europe. 

 

These deals are a sign that there is still significant investor appetite for real estate assets in the UK, even in the current economic climate. However, it is important to note that the market is becoming more selective, and investors are looking for assets that are well-located, well-leased, and have strong cash flow potential. 

Furthermore, they highlight the strong demand for industrial, hotel, and communications infrastructure assets in the UK. Investors are also looking for assets that are well-located, well-leased, and have strong cash flow potential. 

 

Conclusion 

The outlook for the real estate investment banking sector in the UK in the coming months is relatively positive. There is still a significant amount of investor appetite for UK real estate assets, and there are a number of key trends that are likely to drive activity in the sector, including the continued growth of the e-commerce sector, the increasing urbanisation of the UK's population, and the growing interest in sustainable real estate assets. 

 

Introduction 

The Tier 5 Youth Mobility Scheme (YMS) is a popular visa option for young professionals from eligible countries to live, work, and travel in the UK for up to two years. While the YMS is not specifically designed for investment banking careers, it can be a valuable pathway for ambitious individuals to break into this competitive industry. 

 

Benefits of the Tier 5 YMS for Investment Banking 

There are several key benefits to using the Tier 5 YMS to pursue a career in investment banking: 

  • Eligibility: The YMS is open to nationals of over 30 countries, including many major economies such as the US, Canada, Australia, and New Zealand. 

  • Accessibility: The YMS application process is relatively straightforward and affordable. Applicants need to meet basic requirements such as age, nationality, and financial resources. 

  • Flexibility: The YMS allows holders to work in any sector or occupation, including investment banking. 

  • Networking opportunities: The UK is a global financial hub, and London is home to some of the world's leading investment banks. YMS holders have the opportunity to network with and learn from experienced professionals in the industry. 

 

How to Make the Most of the Tier 5 YMS for Investment Banking 

Here are some tips for maximizing the Tier 5 YMS for an investment banking career: 

  • Network with investment banking professionals. Attending industry events, reaching out to recruiters on LinkedIn, and connecting with alumni from your university are all great ways to network with investment banking professionals. 

  • Target boutique investment banks. Boutique investment banks may be more open to hiring YMS holders than larger banks, which often have more rigid hiring criteria. 

  • Highlight your transferable skills. Even if you don't have direct experience in investment banking, highlight your transferable skills in your resume and cover letter. For example, if you have experience in finance, accounting, or business development, be sure to emphasize this. 

  • Be proactive. Don't wait for investment banking opportunities to come to you. Reach out to recruiters and hiring managers directly. 

 

Examples of Individuals Who Have Used the Tier 5 YMS to Launch Investment Banking Careers 

Here are a few examples of individuals who have used the Tier 5 YMS to launch successful investment banking careers: 

  • Case 1: Jane is a US citizen who graduated with a degree in finance from a top university in the US. She used the Tier 5 YMS to secure an internship at a boutique investment bank in London. After her internship, she was offered a full-time position as an investment banking analyst. 

  • Case 2: John is a Canadian citizen who has a background in accounting. He used the Tier 5 YMS to get a job as a financial analyst at a mid-sized investment bank in London. After a year in this role, he was promoted to investment banking associate. 

  • Case 3: Sarah is an Australian citizen who has a degree in economics. She used the Tier 5 YMS to get a job as a research analyst at a large investment bank in London. After two years in this role, she was accepted into the bank's investment banking analyst program. 

 

Conclusion 

These examples demonstrate that the Tier 5 YMS can be a valuable pathway for ambitious individuals to break into investment banking careers. By following the tips above and networking proactively, YMS holders can increase their chances of success in this competitive industry. 

Introduction  

In the competitive realm of investment banking, a well-crafted deal sheet can serve as a powerful tool to complement your resume and bolster your application. A deal sheet provides a concise yet comprehensive overview of your involvement in various transactions, highlighting your expertise and contributions to the world of finance. 

 

Essential Elements of a Deal Sheet 

A deal sheet should be structured in a clear and organized manner, presenting essential details about each transaction you have worked on. Here are the key elements to include: 

  1. Deal Name: Begin by clearly stating the name of the deal or transaction. This provides an immediate reference point for the reader. 

  1. Date: Indicate the date or period during which the deal took place. This helps establish a timeline of your experience. 

  1. Sector: Specify the industry or sector in which the deal occurred. This demonstrates your breadth of experience across different industries. 

  1. Type of Transaction: Briefly describe the nature of the transaction, such as mergers and acquisitions (M&A), initial public offerings (IPOs), or debt financing. This showcases your versatility in handling various types of deals. 

  1. Deal Value: State the financial value of the transaction. This highlights the scale and significance of the deals you have been involved in. 

  1. Role and Responsibilities: Elaborate on your specific role and responsibilities in the deal. This demonstrates your hands-on experience and contributions to the transaction. 

  1. Outcome: Summarize the outcome of the deal, including any notable achievements or successes. This showcases your ability to deliver positive results. 

  1. Grade (Optional): If applicable, include any internal or external grades or ratings assigned to the deal. This provides an objective measure of your performance. 

 

Additional Tips for a Standout Deal Sheet 

  1. Clarity and Brevity: Keep your deal sheet concise and easy to read. Avoid excessive jargon and focus on highlighting key information. 

  1. Quantifiable Results: Wherever possible, quantify your contributions and achievements. This provides tangible evidence of your impact. 

  1. Tailoring: Adapt your deal sheet to align with the specific requirements and focus of the job you are applying for. 

  1. Proofreading: Thoroughly proofread your deal sheet to ensure accuracy and professionalism. 

  1. Supplemental Material: Consider including your deal sheet as an addendum to your resume or as a separate document, depending on the application process. 

 

Conclusion 

By incorporating these elements and following these tips, you can create a compelling deal sheet that effectively showcases your investment banking expertise and strengthens your application. Remember, a well-crafted deal sheet serves as a testament to your experience, skills, and ability to navigate the complex world of finance. 

 

To discuss how Circle Square can help you secure your next Investment Banking, PE, VC or Corporate Development role please call us on 020749 20700. 

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