The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

Middle Market 52

Middle Market Investment Banking Capital Market Bank 52

The TRADE

DECEMBER 11, 2023

Prior to joining Kepler in 2019 she spent two years at Mirabaud Securities as a senior execution advisor, also serving under Rand prior to his move to Berenberg. Heffernan will join from Flow Traders, where he has been head of fixed income sales since 2019.

Trading 64

Trading Sale Electronics Financial Institution 64

Periculum Capital

MAY 11, 2023

Matt joined Periculum as an Analyst in 2019 and has supported client engagements across all service areas. Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives.

Advisory 52

Advisory Corporate Finance Capital Middle Market 52

Peak Frameworks

OCTOBER 30, 2023

For example, Wells Fargo and Bank of America are giants in this space. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Investment Banks: Institutions like Goldman Sachs and J.P. The profit-making strategies differ across these banks.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Focus Investment Banking

FEBRUARY 12, 2024

In the public markets, the use of public auctions for business sales is commonplace. We saw how in 2019, Les Schwab Tire Centers publicly announced that they hired Goldman Sachs to sell the company. Now, in the private capital markets, sellers are more concerned with confidentiality, so no one finds out a business is for sale.

Negotiation 52

Negotiation Mergers and Acquisitions Business Private Equity 52

Periculum Capital

JANUARY 7, 2021

Joining Periculum in 2019, Matt has supported client engagements across all service areas. Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives.

Advisory 40

Advisory Middle Market Corporate Finance Capital 40

Accenture Capital Markets

SEPTEMBER 5, 2023

The September 2018 go-live date will see approximately 12 entities (groups) come into scope, with a similar number following in September 2019. Knowing the answers to these questions and having a robust delivery plan in place will be fundamental. Where are we now?

Book-building 52

Book-building Management Financial Institution Utilities 52