Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal. in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

Solganick & Co.

FEBRUARY 15, 2023

February 16, 2023 – Solganick & Co. We expect that cybersecurity, AI/ML competencies (particularly within cloud computing), DevOps, software development, digital transformation and immersive environments will be themes for 2023 in technology services M&A These segments are expected to grow significantly in the coming years.

M&A 52

M&A Middle Market Valuation Consulting 52

Solganick & Co.

JULY 29, 2024

July 29, 2024 – Los Angeles and Dallas – Solganick has been named a Top 25 Lower Middle Market Investment Bank by Axial for Q2 2024. Axial released its Q2 2024 Lower Middle Market Investment Banking League Tables. In Q2 of this year, the sell-side membership marketed 2,574 deals on the Axial platform.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Solganick & Co.

AUGUST 14, 2023

August 14, 2023 – Solganick & Co. has published its latest M&A Market Update on the Technology Services industry sector. Transaction activity and valuations within the middle and lower-middle market for software development firms remains robust. Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor.

Management 52

Management Middle Market Investment Banking Corporation 52

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Bank Banking Management 52

Mergers and Inquisitions

NOVEMBER 22, 2023

But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list. The end of Credit Suisse in 2023 means that it’s no longer on this list. Why Have the Bulge Bracket Banks Changed? What About Deutsche Bank and UBS?

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Chesapeake Corporate Advisors

JANUARY 13, 2023

We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Solganick & Co.

FEBRUARY 2, 2024

27, 2023 Photo by David Sprague Too optimistic? But the biggest threat to these deals may be rose-colored glasses, Solganick said, as potential M&A targets refuse to budge for anything short of the kind of offer they would have gotten two or three years ago, when the market was far more favorable and liquidity was abundant. “A

M&A 40

M&A Business Middle Market Investment Banking 40

The Deal

JUNE 15, 2023

More broadly, healthcare has remained a relatively active sector amid a slowdown in deal flow, with several advisory firms bulking up their practices in 2023 as they prepare for a wave of transactions in 2024 and beyond. Cardiovascular Logistics acquired First Coast Cardiovascular Institute in April.

Capital 52

Capital Healthcare Equities Medical 52

Focus Investment Banking

JUNE 8, 2023

Argyle is a leading advisory and creative services provider for US public company shareholder communications. market with approximately 130 clients in 2022. Since 2010, LABRADOR has also developed a very successful subsidiary in the United States with customers such as Delta, Google/Alphabet, Caterpillar, Activision, Moderna.

Investment Banking 52

Investment Banking Bank Banking Acquisitions 52

Focus Investment Banking

JANUARY 19, 2024

According to Cox Automotive data , the average cost of a new EV is $55,488 compared to $48,528 for ICE vehicles as of May 2023. With a lifetime spent in is family’s automotive business, he now advises and assists privately held middle market auto aftermarket companies with mergers and acquisitions.

Engineering 52

Engineering Mergers and Acquisitions Investment Education 52

Focus Investment Banking

FEBRUARY 20, 2025

OVERVIEW Supply Chain Technology and Logistics M&A Report – Second Half 2024 – A Dramatic 115%Increase in Transactions Over 2023 In our Second Half 2024 report we discuss some of the major trends we are seeing in the market, and report on the M&A activity in the overall Supply Chain market.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98

Periculum Capital

MARCH 17, 2025

Drew joined Periculum in 2023 after spending the majority of his career in private equity and in executive positions with growth stage companies. Drew quickly established himself as a leader within the firm, serving as a client-facing deal lead and expanding Periculums market referral networks.

Advisory 52

Advisory Corporate Finance Middle Market Private Equity 52

Focus Investment Banking

FEBRUARY 25, 2025

OVERVIEW Supply Chain Technology and Logistics M&A Report – Second Half 2024 – A Dramatic 115% Increase in Transactions Over 2023. In our Second Half 2024 report we discuss some of the major trends we are seeing in the market, and report on the M&A activity in the overall Supply Chain market.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Investment Banking 52

The TRADE

APRIL 29, 2025

A spokesperson from Stifel confirmed a change to its footprint in cash equities is likely as part of a shift in focus towards become an advisory-led business in Europe, with capital raising capabilities for mid-market issuers. Stifel declined to comment on specific personnel.

Equities 52

Equities Sale Trading Electronics 52

Focus Investment Banking

FEBRUARY 5, 2025

2024: A Year of Relationship Building From Rick Thomas, CEO The past year looked surprisingly similar to the apprehensive market of 2023, but there were still deals to be made.

M&A 52

M&A Investment Banking Economics Debt 52