The TRADE

FEBRUARY 5, 2024

Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 52

Capital Boutique Asset Management Trading 52

Mergers and Inquisitions

MARCH 22, 2023

These are known as “Additional Tier 1 (AT1) Bonds” or “contingent convertible” (CoCo) bonds, and they allow a bank to boost its capital ratios without diluting shareholders via an equity issuance. The post UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023? Klein & Co. banks (GS, MS, JPM, BofA, and Citi).

Banking 98

Banking Bank Government Investment Banking 98

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in deals in 2023. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover. private equity ), which has demonstrated historically higher investment returns.

Private Equity 52

Private Equity Equities IT Investment 52

Benchmark International

APRIL 19, 2023

The awards honor and celebrate brilliant, highly respected, and inspirational women from the United States deal communities, from boutique, middle-market firms to large-cap segments. The SHE for SHE Woman Leader award honors an influential woman from the private equity, venture capital, M&A, and restructuring transactional communities.

Middle Market 52

Middle Market Private Equity Boutique M&A 52

The TRADE

DECEMBER 29, 2023

Cboe names new chief executive as Edward Tilly resigns over undisclosed personal relationships Coming in at number four in The TRADE’s most read stories for 2023 was news in September that Cboe Global Markets’ chief executive officer Edward Tilly had resigned over undisclosed personal relationships.

Asset Management 111

Asset Management Management Broker Trading 111

The TRADE

AUGUST 20, 2024

Amy Thorne Specifically, Northern Trust will support Nedgroup with its new in-house multi-boutique fixed income platform. Amy Thorne, head of integrated trading solutions for EMEA at Northern Trust highlighted that despite the popularity of equity outsourcing among managers, the outsourcing of a fixed income desk has remained less common.

Investment 59

Investment Trading Investment Manager Funds 59

Peak Frameworks

SEPTEMBER 11, 2023

Vanderbilt has one of the lowest Elite Boutique %s among all target and semi-target schools, with no representation at several elite boutiques. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Peak Frameworks

SEPTEMBER 11, 2023

Accordingly, UNC has one of the lowest Elite Boutique %s on our target school list, sending just 5% to these independent advisors. UNC has no presence at many of the elite boutiques. We filtered the data to examine U.S. hires into the top investment banks. We filtered the data to examine U.S. hires into the top investment banks.

Investment Banking 52

Investment Banking Banking Bank Investment 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 Banking Bank Investment 52

Peak Frameworks

AUGUST 29, 2023

Duke sends only 12% to Elite Boutiques and has no presence at many of the top elite boutiques. Duke also places well into private equity , which is typical of schools that have more traditional cachet. Morgan and Bank of America. We filtered the data to examine U.S. hires into the top investment banks.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

AUGUST 10, 2023

UCLA has strong elite boutique hiring statistics, with 26% of total investment banking hires going to elite boutiques. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 27, 2023

We note that Fordham has a negligible presence at the elite boutiques and also has modest presence when it comes to private equity recruiting. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

AUGUST 29, 2023

UChicago ranks #12 on our investment banking target school list and we note its high placement into the very top firms as well as elite boutiques. We note that UChicago also has strong recruiting numbers into private equity. UChicago has very respectable placement into finance and consulting. Like many other top U.S.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 64

Capital Sale Asset Management Management 64

Peak Frameworks

OCTOBER 2, 2023

UMiami is the only school on our target school list to feature no elite boutique hires. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. Morgan hiring the most from them.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 27, 2023

We note that Baruch also has very modest placement into elite boutiques and private equity. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. We filtered the data to examine U.S. David Wu U.S.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 27, 2023

We note that BC has very limited presence at the elite boutiques, with only 10% of investment banking placements into these firms. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The Deal

FEBRUARY 7, 2024

Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. In our financial sponsor coverage effort, we tend to focus on the larger household name private equity firms, the likes of KKR, Blackstone, Apollo, Brookfield, etc., 38 in M&A.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Peak Frameworks

OCTOBER 4, 2023

Morgan , though has relatively weak elite boutique placement. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. WashU sends the most people to Credit Suisse, Morgan Stanley, and J.P. Martin U.S.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

OCTOBER 2, 2023

We note that Johns Hopkins has very low placement into elite boutiques. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. We filtered the data to examine U.S. hires into the top investment banks.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 27, 2023

Accordingly, Middlebury has very little representation at the elite boutique firms. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. Morgan and Barclays and sends 91% of hires into bulge brackets.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 11, 2023

Similarly, Penn State has very minimal presence at the Elite Boutiques (just 4% of hires). Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. We filtered the data to examine U.S.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

AUGUST 10, 2023

Emory University sends a reasonably high amount of investment banking hires into elite boutiques (29% of total hires). Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. Fenves U.S.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The TRADE

JULY 15, 2024

Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. Elsewhere, Wiedmann was head of marketing and key account manager at the investment boutique Tiberius Asset Management, also based in Zug, Switzerland.

Asset Management 64

Asset Management Management Trading Sale 64

Peak Frameworks

SEPTEMBER 27, 2023

Wake Forest has virtually no presence at elite boutiques. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. We also note that the vast majority (94%) of investment banking hires are into bulge brackets.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

OCTOBER 3, 2023

Relatedly, we note that Colgate has very few elite boutique placements, with Bank of America and Barclays hiring the most Colgate students. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 28, 2023

In contrast, we note that Williams has virtually no presence at the elite boutiques (our data revealed only 1 hire at Allen & Co. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. since 2008).

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 11, 2023

We note that UT Austin boasts an impressive Elite Boutique % of 29% , which is the highest among all target schools on our list. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

AUGUST 10, 2023

Indiana has the highest elite boutique placement % (37%) of all schools on the target school list, anchored by its strong relationship with Moelis & Co. Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

OCTOBER 4, 2023

This suggests that Texas A&M is fairly well represented across Wall Street (although lacks relationships to elite boutiques). Our investment banking target school list is a complete rank of 60 schools and analyzed >60k LinkedIn profiles of professionals who worked in investment banking between 2008 and 2023. Welsh III U.S.

Investment Banking 52

Investment Banking M&A Banking Bank 52

Sica Fletcher

MAY 29, 2024

That being said, M&A activity did see drops in deal value and overall volume in 2023, however, this decrease comes with two important caveats: The declines noted came primarily from megadeals and larger agencies valued at over $100MM. When we remove this element, deal volume actually held steady.

M&A 52

M&A Insurance Equities S&P 52

Peak Frameworks

JULY 11, 2023

Georgetown mostly places into the Bulge Bracket banks with a weaker percentage than most in the Elite Boutiques. Georgetown has amazing recruiting statistics, rivaling that of Harvard and UPenn, but they do face some disadvantages such as their weaker presence in leading private equity firms. We filtered the data to examine U.S.

Investment Banking 40

Investment Banking Bulge Bracket Banking Bank 40

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. Two months into the year, that prediction looks questionable.

Banking 123

Banking Bank Funds Government 123

Sica Fletcher

JUNE 11, 2024

Since H1 2023, the average insurance brokerage valuation multiple has hovered around 11.6x 2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 31, 2024

Predictions in H2 2023 suggested that 2024 would be a year of slow recovery, largely dependent on the Federal Reserve’s decision to cut interest rates. in H2 2023 to 287.4B. Deal volume has experienced a drop from 2023. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

M&A 52

M&A Insurance Debt Equities 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

Mergers and Inquisitions

JULY 17, 2024

billion in 2023: ( Source : LSEG Data & Analytics Report on Investment Banking in India ) This may look impressive until you realize that global investment banking fees are typically $100+ billion per year. Among the bulge brackets, the U.S.-based based firms (GS, MS, Citi, JPM, and BofA) tend to perform best.

Investment Banking 59

Investment Banking Banking Bank Investment 59