- The document outlines the structure and divisions of the M&A analysis firm Sortino Group. It includes co-founders, leadership of consumer sectors, and teams focused on M&A deals in various industries.
- Details are provided on the application process, report timeline and format, valuation methods, and diversity monitoring among the analysts.
- The divisions cover consumer/retail, financials, healthcare, media, and technology industries, with ideas to expand coverage to industrials, sports, real estate, and energy.
- The document outlines the structure and divisions of the M&A analysis firm Sortino Group. It includes co-founders, leadership of consumer sectors, and teams focused on M&A deals in various industries.
- Details are provided on the application process, report timeline and format, valuation methods, and diversity monitoring among the analysts.
- The divisions cover consumer/retail, financials, healthcare, media, and technology industries, with ideas to expand coverage to industrials, sports, real estate, and energy.
- The document outlines the structure and divisions of the M&A analysis firm Sortino Group. It includes co-founders, leadership of consumer sectors, and teams focused on M&A deals in various industries.
- Details are provided on the application process, report timeline and format, valuation methods, and diversity monitoring among the analysts.
- The divisions cover consumer/retail, financials, healthcare, media, and technology industries, with ideas to expand coverage to industrials, sports, real estate, and energy.
- The document outlines the structure and divisions of the M&A analysis firm Sortino Group. It includes co-founders, leadership of consumer sectors, and teams focused on M&A deals in various industries.
- Details are provided on the application process, report timeline and format, valuation methods, and diversity monitoring among the analysts.
- The divisions cover consumer/retail, financials, healthcare, media, and technology industries, with ideas to expand coverage to industrials, sports, real estate, and energy.
Application Process - Application Form - Google forms - Knowledge Test (M&A analysts) - Google forms - Interview - Calendly/Zoom
Reports Timeline 1. Will be determined based on the formation of teams
Valuations Step 1: Value the target 1. DCF Model 2. Trading Comps / Public Comps Step 2: Analyse the deal 3. Merger Model
Report Outline - Acquirer overview - Target overview - DCF Model (+ Considerations) - Public Comps (+ Considerations) - Deal overview - Merger Model - SWOT analysis on target - Strengths - Weaknesses - Opportunities - Threats (Risk and Uncertainties) - Industry overview - Impact on the industry (Projections and Assumptions) - Glossary
Divisions - Consumer & Retail: our consumer & retail division will report on company deals within the consumer staples, consumer discretionary and retail verticals. As the name implies, companies in this industry either produce goods and services directly to consumers or provide retailing services for these firms. - Financials: our financials division will cover M&A deals involving brokerages, asset management firms and fintech companies. The financial industry is quite broad in the services it provides; brokerages facilitate trades in different markets, asset managers gain fees when managing individuals/companies’ money and fintech companies design technological tools that support other players in finance. - Healthcare: our healthcare division will focus on two broad categories: healthcare equipment and services (hospitals, medical devices companies and labs) and drug producers (pharmaceuticals and biotech). - Media: our media division will focus on reporting on the media, entertainment and gaming verticals. Such companies derive their revenues from subscriptions and one-time sales, and are increasingly reliant on their online sales. - Technology: our technology division will report on M&A deals within companies that provide software and hardware for individuals and businesses. These companies produce technological devices rather than providing entertainment products and services. - Expansion Ideas: Industrials, Sports, Gaming (media), Real Estate, Energy (diff model), Dividend Growth Model (commercial banks and insurance companies)
Diversity Monitor - Last updated: August 19th - 6 out of 23 analysts are females - Nationality Monitor - 13 countries represented (Bangladesh, Belarus, Brazil, India x2, Italy x3, Romania, Singapore, Spain, Turkey x2, United Kingdom x2, United States + Jiajie? (China), David? (Malta/Bulgaria) - University Monitor * not updated - LSE x2, UCL x2, KCL x2, Warwick x4, QMUL x3, Bath, Leeds, Loughborough, Sussex, Bocconi
