Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MARCH 22, 2023

Before delving in, though, I want to start with the elephant in the room: I was partially wrong ~5 months ago when I wrote about Credit Suisse, UBS, and Deutsche Bank, and whether they would become Lehman Brothers 2.0. billion at a P / BV multiple of 0.1x – exceptionally low for a commercial bank. with flying colors !

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking? Do you learn anything?

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

The Deal

FEBRUARY 6, 2024

And with an aim of three times growth over that span, or about 30% to 40% compound annual growth, the Philadelphia-based wealth manager and investment bank is on a path to grow its current business and add more lines of expertise through acquisition. TM is the firm’s third acquisition of a boutique specialist since 2018.

Middle Market 52

Middle Market Investment Banking Capital Market Bank 52

How2Exit

JUNE 26, 2023

Ron Concept 1: Integration Makes Or Breaks Deal Integration is an essential part of any successful merger or acquisition. In conclusion, integration is an essential part of any successful merger or acquisition. Overall, understanding and managing culture is essential to maximize the value of the acquisition.

M&A 130

M&A Mergers and Acquisitions Acquisitions IT 130

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Investment Banking 52

Investment Banking Bank Banking Investment 52

The Deal

FEBRUARY 7, 2024

middle market for expansion and will continue to evaluate acquisitions following a pair of high-profile deals in the past two years. market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Mizuho Financial Group Inc. has its eye on the U.S.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Chesapeake Corporate Advisors

JUNE 26, 2024

This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The family office purchased both the business and the associated real estate.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

(“SSATI”), a custom software development and system integration leader in the US national security community, in its acquisition of DataSync Technologies, Inc. The CCA investment banking team on this transaction included Managing Director Marty O’Neill and Vice President Andy Spears. We’d be excited to work with them again.”

Investment Banking 52

Investment Banking Government Corporation Advisory 52

Chesapeake Corporate Advisors

JANUARY 26, 2023

His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates. Knott has held partner and director-level roles with a regional PE firm and previously served as a vice president with KPMG Corporate Finance, a global, middle market-focused investment bank.

Management 52

Management Middle Market Investment Banking Corporation 52

Solganick & Co.

MAY 13, 2024

May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. To date, the firm has advised on more than $20 billion in merger and acquisition transactions.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Chesapeake Corporate Advisors

JULY 10, 2023

This acquisition brings together two highly respected firms with a shared commitment to delivering innovative solutions to our clients,” said WBCM President Marco Legaluppi. “We Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

How2Exit

OCTOBER 9, 2023

-Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. Subscribe to The Hub - Acquisitions Hub '

Advisory 130

Advisory Business Sale M&A 130

Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists.

IT 59

IT Investment Banking Recruitment Finance 59

Chesapeake Corporate Advisors

JUNE 26, 2024

This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The family office purchased both the business and the associated real estate.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions. Private equity investors take varying approaches to integrating add-on acquisitions, on a spectrum of minimal to extensive operational involvement by the fund and its network.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant.

Debt 103

Debt Funds Investment Equities 103

The TRADE

JULY 15, 2024

During his time at Cboe, Tilly was a driving force behind Cboe’s acquisition of BATS Global Markets in 2017, as well as overseeing the launch of products including 0DTE options. He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina.

Asset Management 64

Asset Management Management Trading Sale 64

Chesapeake Corporate Advisors

MAY 24, 2024

Growth-oriented PE groups often prioritize acquiring such businesses capable of acting as the parent company or “platform,” adept at executing acquisitions and seamlessly integrating acquired businesses into their operations. Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

How2Exit

MAY 23, 2023

Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. This prompted Richard to apply to law school and he graduated from law school while working at the investment bank. Subscribe to The Hub - Acquisitions Hub

Capital 130

Capital Investors Business Investment 130

Chesapeake Corporate Advisors

AUGUST 16, 2024

Before you consider any offers to buy your business, it is important to understand the differences between these private equity acquisition strategies and how each will impact your liquidity at closing and your involvement in the company going forward. Your EBITDA is in the range of $1M – $5M.

Private Equity 52

Private Equity Equities Investment Business 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Shifting economic conditions, changing regulations, and geopolitical events impact all buyers’ appetite for acquisitions and the price and terms they will offer. Investment banks that can stay agile, pivot quickly and strategically, and make decisions nimbly are closing great deals even in a volatile environment.

M&A 52

M&A Investment Banking Negotiation Investment 52

Growth Business

NOVEMBER 23, 2023

The UK’s fintechs cover a range of specialisms, from wealth tech and regtech to insurtech and banking. Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies. The most common fintech in the UK specialises in wealthtech.

Investment 111

Investment Funds Capital Investors 111

Chesapeake Corporate Advisors

OCTOBER 31, 2023

This means the business can continue to operate without the need for an immediate infusion of additional capital post-acquisition. This target ensures that the business will have sufficient liquidity to meet its short-term obligations post-acquisition. For more information, visit www.ccabalt.com or call 410.537.5988.

M&A 52

M&A Capital Management Accountant 52

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Chesapeake Corporate Advisors

MAY 2, 2023

Your Employment Terms Different buyers will have different expectations for your role post-acquisition. An experienced investment banking firm can help you navigate the complexities of evaluating multiple offers, recognizing each seller has different priorities. For more information, visit www.ccabalt.com or call 410.537.5988.

Business 52

Business Investment Banking Corporation Advisory 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Solganick & Co.

FEBRUARY 2, 2024

Opportunities for mergers and acquisitions in Los Angeles have seldom been more ripe, but many may end up spoiling on the vine while dealmakers hold out for a better alternative. He said his boutique investment bank is in full-on hiring mode in order to keep up with the current dealmaking demand, with a likely uptick on the horizon. “At

M&A 40

M&A Business Middle Market Investment Banking 40

Chesapeake Corporate Advisors

MAY 4, 2023

Some are just gathering intelligence about your market—its size, growth trends, and key players—with no intention to follow through with the acquisition. Other times the offer comes from a fundless sponsor, which is a buyer that looks for acquisition targets first, then attempts to line up the financing after.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Periculum Capital

NOVEMBER 15, 2022

Closing the acquisition of Mi-Tech by The Plansee Group is a testament to Periculum’s single-most important differentiator from its competitors,” said Chris Caniff. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

The TRADE

JANUARY 3, 2024

Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. Each provider, independents and banking giants alike, are stacking their rosters with buy-side experience. Will we see more M&A? The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

Peak Frameworks

MAY 22, 2023

For example, the massive Hudson Yards development in New York City began with the acquisition of raw land, which was later transformed into a mixed-use development. Hotels and Hospitality Lodging and tourism-related properties, from boutique hotels like The NoMad in New York City to global chains like Marriott.

Investment 52

Investment Finance Finance Private Equity 52

Chesapeake Corporate Advisors

JUNE 2, 2023

Strategic investors are responding to delayed contract awards and a tight labor market by targeting just the right bolt-on acquisitions. Investors are still active in the M&A middle market, even in a difficult economy. For more information, visit www.ccabalt.com or call 410.537.5988.

Government 52

Government Business Middle Market Corporation 52

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. Several types of debt financing exist , including recurring revenue lending, non-bank cash flow lending, and loans from financial institutions.

Finance 52

Finance Finance Debt Equities 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

Investment Banking 64

Investment Banking Equities Bank Banking 64