The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated. Bringing our firms together was the next logical step in this process.”

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Mergers and Inquisitions

MARCH 13, 2023

but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., Second, in the past week, VCs arguably engineered this run on the bank by panicking on social media and telling their portfolio companies to withdraw funds.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MARCH 13, 2024

Like venture capital, cap tables, liquidation preferences , and primary vs. secondary purchases come up frequently (plus, SaaS metrics , SaaS accounting , and so on). What accounts for the difference? Also, you can get in more easily from a middle-market or boutique bank. At some firms, the answer is “a lot more sourcing.”

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

JULY 12, 2023

This startup claims that its service can boost Analyst productivity by 30% and generate millions in extra fees for the average bank, and it plans to sell it to boutique banks for $2,000 per month. Also, these numbers do not account for the dilution in future funding rounds. So, should we do the deal?

Capital 52

Capital Valuation Boutique Bank 52

Chesapeake Corporate Advisors

JUNE 2, 2023

Limiting Company is a 10-year-old cybersecurity business founded by two engineers who worked in the intelligence community. The founder also secured staff buy-in on the new plan, held the team more accountable, provided incentives for achieving profitable growth initiatives, and revisited the plan often to keep it agile.

Government 52

Government Business Middle Market Corporation 52

Mergers and Inquisitions

DECEMBER 20, 2023

To accomplish that, I recommend the following timeline: How to Get an Investment Banking Internship , Step 1: Your First Year in University You don’t necessarily need to pick your major at this stage, but I would recommend finance/accounting or something that will be useful for a wide range of jobs. Internships at regional boutique banks.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

APRIL 19, 2023

But it’s not necessarily required, and plenty of undergrads join these groups via internships without detailed knowledge of the engineering side. The elite boutiques do not have a huge presence in mining, but you’ll sometimes see Rothschild or Perella Weinberg on the list.

Investment Banking 52

Investment Banking Bank Banking Investment 52