Anyone analyze QoEs before? Need to come up with questions for due diligence call and looking for some guidance

like
Posting as :
works at
You are currently posting as works at

Make sure they did everything correctly eg audit everything looks good then questions should be about the cash to accrual adjustments and any and all pro forma and one time adjustments

like

Got it! Thank you!

Also just understanding flows in margin changes etc chance to learn as much about the business

like

Thank you!

First do a read through of the report. Assuming you’re evaluating a sell-side QoE and you’re doing a business level review vs accounting?

Understand the mgmt, dd, and pf adjustments. Do the add backs make sense based on commentary from the report?

Dig into the trends section (and/or adj. p&l / adj. BS sections, depending on the report). Is commentary descriptive enough? What is still unclear? Is there detail on specific adjustments and how they affect gross margin, revenue, etc directly (vs the EBITDA via)?

like

It’s also not complete yet, so just reviewing it in WIP draft. No commentary found just yet so purely just looking at numbers right now.

Your firm doesn’t have some kind of template list of questions in different topic areas? You want to prepare a data book with a separate tab for each key account class (AR, AP, Inventory, Accrued Expenses, Cash, PP&E, Sales, COGS, OPEX, OIE, etc.) and spread monthly financial data for 2-3 years along with %’s to analyze trends and ask questions about unusual outliers. Also asking about certain entries like whether they only record certain entries quarterly or only at year-end (as this will be a QoE adjustment if you’re scope is a TTM period that doesn’t align with the fiscal year).

like

Great feedback, thank you. It’s not a final draft form yet so just looking at numbers at the moment.

Related Posts

Another fly day, but today is 1 year sober for me. I used to love airports because I could run to a bar as soon as I pass security on a Monday morning. Yet I didn't think I had a problem.

likehelpful

Anyone know what kind of snake? Spotted in northern va

Post Photo
like

I am writing this message besides the staff group of EY GDS. Specifically Staff -1 at assurance level. I would request everyone to spare few minutes and read it -

Wanted to bring out that staff-1's are paid peanuts (3.33L CTC) please don't expect them to slog 12-13 hours. They don't have enough motivation or incentives to work that long. Seniors,AM's and Managers should be more kind and explain the work to them clearly rather than making last minute changes.
(More in comments)

likeuplifting

How much hike and bonus for differentiating lead feedback ?

like

I have received an offer from EY GDS (MENA unit). How's the work life balance, stability etc in GDS MENA unit? Please let me know...
Yoe = 15, technology = Data warehousing

like

My one and only

Post Photo
like

Hello fishes,

Urgent ask!
How is the "COGOPORT" company?
Work culture and Learning in general?

like

What is EBA IN Bosch?

like

How do you go about your LinkedIn profile after having gotten (or in the works of getting) job2? Do you add an end date to your current job?… do you deactivate your LinkedIn? 😅… how do y’all go about it?

like

Assuming that I'm okay with a salary of 70K and more, and that I really don't want to work at a law firm. Is it going to be difficult for me to return to law with two years of experience and one year working in a legal adjacent role.

like

Already spoke with a partner who wanted something done this morning for him to review and then we discuss again. Sent it to him about 4 hours ago. Should take him half an hour to review max. At what point can I check in with him to see when we can catch up so I’m not waiting in the office all day?

like

Can anybody of you please share the American Express Holiday Calendar from Sept to Dec ?

like

We are looking for Search Language Specialists - Manual Software Testing for our Team.

Requirements :
Primary language proficiency (Read/write/Speak) as Native speaker : Marathi & Bengali (Mandate)

Work Location: Bangalore

Work Type : Hybrid

Degree : IT/Technical Degree

SoftSkills : 
Good Communication skills and willingness to work on internationalisation Localization and Translation query.

Good Team Player.

Experience : 3 years

like

How is the work life balance in cognizant ?

like

Has anyone had a nurse state the assumed sex at 12 week ultrasound? The nurse is fairly sure it's a boy, and I'm wondering how accurate her guess is based on a close look of the genitals. Confirmation won't happen until 20 week appt, too far away!

Hi Fishes,

What is Difference between SAP Labs and SAP India Pvt Ltd.

For SAP Consultant which will be best suited organization?

Thanks in Advance

like

Recently i joined cgi but the project does not ses much good as per tech stack.Is there anything I can do in this case.I am tagged to this assignment but project has not yet started.Please help me with issues?

Heard second lottery results are coming out? Anyone heard from D immigration team? I know they are super slow

Any suggestions for someone that is starting their own Video Production Service fulltime?

like

Any pathologists here?
How do you feel about the use of AI in Pathology, and Digital Pathology?

like

Additional Posts in Investment Banking - IBD

Does anyone know typically how many rounds there are for hedge funds interviews and how soon after interviews I’ll hear back about next steps?

like

What kind of bonuses do EY, Deloitte and GT guys working in M&A Corporate Finance make in UK? I’ve got offers from the three - a mix of AM and M levels and would appreciate any insights. Thanks.Grant Thornton EY Deloitte

likehelpful

Thoughts on the Tech investment banking scene in Charlotte, North Carolina?

like

Closing in on a corp dev offer. I work at a boutique (~10 ppl) where the analysts/associates carry a lot of weight during deals. What is the longest i could push my potential start date back to for this new role? I don’t wanna leave while i’m in the middle of a bunch of things and screw over my current firm. They’ve been good to me

like

For those that have worked at a Bulge Bracket and an Elite Boutique, I’d love to hear you compare/contrast your experiences.

like

Have an internship next summer in a vertical I don’t want to work in and is completely unrelated to where I want to end up. However the firm is strong in PE. To try and break into that side after my internship at the same company, would it be more beneficial to take on a (very small boutique) PE internship or an IB internship this fall?

like

What are realistic expectations for 3rd Year Analyst / Direct Promote Associate bonus range at a BB? Note that at MS, 2nd year bonuses in my group last year were 90-115K, while MBA associates received a pro-rated 90K stub (~40k). Personally would be pretty unhappy to take a pay cut between 2nd and 3rd year…

like

Does anyone know about Sage Group? Seems to be a boutique firm but not sure about their culture and overall dealflow in the market.

like

Does anyone know Barclays Ib summer bonus cycle month?? Thanks in advance

like

Anyone have any thoughts on Primary vs Secondaries PE as a career after coming from Tech M&A? Wondering if Secondaries is a good move?

like

Left IBD to quickly - VP1 opps?

Long story short - was lured into an opportunity to do BD for a large PE PortCo… better work/life balance, but honestly miss the deal cycle.

Anyone know of open VP1 opps right now?

Quick background - former MM banker (think Raymond James, Piper Sandler size) doing FinTech and Asset Management within FIG, but also open to other sectors.

Thanks!

like

Has anyone who lateraled for an experienced IB role gotten moving expenses reimbursed? If so, how much was it? Thanks

like

When is external hire IBD recruiting season?

like

currently debating if i should work on the hill or accept an IB role. i feel like working on the hill is invaluable experience that could get me into IB but maybe i’m wrong? Which opportunity gives me best resume experience?

like

Hi all!

Could anyone please look at my CV and Cover Letter for IB associate roles? I need someone experienced to look at them before I start submitting.

Thanks!

like

I am new in London. I have 4 years of M&A experience in the buy side. I have come across an opportunity to work with Rede Partners in London. But I am not aware of what exactly they do and what to expect going ahead. Can someone please guide if they are aware of Rede Partners?

like

Experience in shareholder services for GS?

like

Question for more experienced bankers, when did you start to feel comptent at your job? For example, I am 5 months in and am still making small mistakes and getting corrected, feeling like I’m putting in the work and time but still miss things, thoughts on normal progression?

like

Lower middle market bros. What’a your comp structure? I will share:
100k$ + 60k$ discretionary bonus

like

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal