The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I started my career at Bear Stearns in 2001, then migrated to Credit Suisse in 2008.

Funds 59

Funds Capital Capital Market S&P 59

Focus Investment Banking

SEPTEMBER 3, 2024

Now serving as Chairman Emeritus, he was FOCUS’s CEO and Managing Partner from 2001-2018.When Under his leadership, FOCUS grew to become a nationwide leader in the M&A services industry. Can you tell us about your decision to join FOCUS in 2001? What advice would you have for someone interested in joining the M&A field?

M&A 52

M&A Manufacturing Management Government 52

Peak Frameworks

SEPTEMBER 12, 2023

The Role of WTO in Private Equity, Investment Banking, and Corporate Finance The World Trade Organization (WTO) serves as a linchpin in the realm of international trade, thereby indirectly shaping the global finance industry. Countries are more receptive to foreign investments when the global trade environment is stable.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Focus Investment Banking

JANUARY 18, 2024

The role of a senior advisor at FOCUS Investing Banking is to provide strategic advice and guidance to clients on various financial transactions. In 2001, while operating five locations, he was promoted to partner, and assumed the role of Executive Vice President and COO. Mike joined FOCUS as a senior advisor in 2020.

Sale 52

Sale Business M&A IT 52

Focus Investment Banking

OCTOBER 13, 2024

As always, I’m your host Cole Strandberg. I’m excited today to welcome Ryan Bosseri, founder of Riwire Motorsport Electronics. Basseri shared insights into his journey from selling wiring harnesses on eBay to establishing a successful business that specializes in high-performance custom builds and EV conversions.

M&A 52

M&A Engineering IT Business 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Healthcare Private Equity Definition : A healthcare private equity firm raises capital from outside investors (Limited Partners), acquires companies in the healthcare services, devices, and healthcare IT segments, and aims to grow these firms and sell their stakes within 3 – 7 years to realize a return on their investments.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

The Deal

DECEMBER 20, 2023

Steve Epstein was an associate in the technology investment banking group at Credit Suisse Group from 2000 to 2002, but his time there was his “most impactful professional experience to date,” Epstein said on this week’s Drinks With The Deal podcast. Epstein went to CS during the dot-com bubble, which burst in 2001.

Bank 69

Bank Banking M&A Private Equity 69