iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Global Newswire by Notified: M&A

MARCH 14, 2024

NEW YORK, March 14, 2024 (GLOBE NEWSWIRE) -- ZRG , one of the world’s most rapidly growing global talent advisory firms, today announced its acquisition of Wiser Partners , a retained executive search firm headquartered in Cincinnati, OH, with offices across the U.S.

Boutique 45

Boutique Advisory Sale Acquisitions 45

The TRADE

MARCH 25, 2024

“This is an important partnership that ensures the streamlining and simplification of front office operations within Australia on a single OMS platform with Charles River […] Charles River has proven solutions supporting multi-boutique business like Perpetual. billion AUM as of 31 December 2023. billion AUM as of 31 December 2023.

Management 69

Management Asset Management Boutique Investment Manager 69

Global Newswire by Notified: M&A

DECEMBER 21, 2023

a boutique self-storage and commercial real estate advisory firm, along with their client, Strategic Storage Growth Trust III, Inc. IRVINE, Calif., 21, 2023 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc., SSGT III”), a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc.

Negotiation 52

Negotiation Capital Boutique Advisory 52

Sun Acquisitions

JULY 6, 2022

This is in addition to being members of important organizations such as the Alliance of Merger & Acquisition Advisors (AMAA) and the International Business Broker’s Association (IBBA). For those ready to get started and would like to talk to an experienced team of M&A brokers in Chicago, our Sun Acquisitions agents are ready to help.

Broker 98

Broker Business Mergers and Acquisitions M&A 98

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

Mergers and Inquisitions

OCTOBER 16, 2024

a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms.

Investment Banking 111

Investment Banking Bank Banking Investment 111

How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. Subscribe to Growth & Acquisitions(Formerly The Hub)

Business 130

Business Negotiation Book-building Shares 130

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.

Middle Market 52

Middle Market Private Equity Boutique M&A 52

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

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. Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. Mizuho Financial Group Inc. has its eye on the U.S.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

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

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. DataSync”), a leader in knowledge management and data analysis. We’d be excited to work with them again.” Learn more at www.datasynctech.com.

Investment Banking 52

Investment Banking Corporation Government Advisory 52

Sun Acquisitions

AUGUST 21, 2024

Sun Acquisitions and its sign manufacturing clients understand the competitive world of sign manufacturing, differentiation and customer satisfaction are key drivers of business success. This is where mergers and acquisitions (M&A) come into play.

Manufacturing 52

Manufacturing M&A Mergers and Acquisitions Acquisitions 52

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

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

Chesapeake Corporate Advisors

JANUARY 26, 2023

His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates. He also brings the benefit of his experience in a senior-level role with a regional PE firm, affording him a first-hand understanding of what attracts investors to sellers.

Management 52

Management Middle Market Investment Banking Corporation 52

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.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Chesapeake Corporate Advisors

JUNE 26, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market.

Investment Banking 52

Investment Banking Debt Corporation Advisory 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 With 225 dedicated employees, WBCM will join the TranSystems national 1,500-person workforce. “We

Transportation 52

Transportation Engineering Investment Banking Corporation 52

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. 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

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

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

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

Mergers and Inquisitions

MARCH 22, 2023

Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Also, many of the elite boutiques will benefit because they’ll be perceived as “lower risk” after this crisis due to their lack of large Balance Sheets. Klein & Co.

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT 59

IT Investment Banking Recruitment Finance 59

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.

M&A 52

M&A Capital Management Accountant 52

Chesapeake Corporate Advisors

JUNE 26, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They earn returns primarily from growth via acquisitions and organic sources. Completing bolt-on acquisitions that will boost the company’s revenue and cash flow. The targeted IRR might be in the 30 – 40% range.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

MARCH 13, 2023

And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs. If anything, all this activity with asset sales and acquisitions will boost your prospects if you’re in a group like FIG. But commercial banking is a different story.

Bank 123

Bank Banking Funds Government 123

Sica Fletcher

AUGUST 6, 2024

The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services. Dowling & Partners Securities Stats Ardea Partners Ardea Partners is a boutique investment bank specializing in strategic advisory services for insurance agencies.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

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

Chesapeake Corporate Advisors

MAY 2, 2023

Your Employment Terms Different buyers will have different expectations for your role post-acquisition. For example, if the buyer expects there is $10 million in collectable accounts receivable and discovers that figure is only $7 million, the buyer could “claw back” the difference from the escrow.

Business 52

Business Investment Banking Corporation Advisory 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. Adaptability The M&A market is dynamic, as the last few years have underscored.

M&A 52

M&A Investment Banking Negotiation Investment 52

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

Growth Business

NOVEMBER 23, 2023

Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies. The founders Frog back at idea stage come and work in their office making use of their team of product people, designers, developers, marketers and recruiters to get their businesses started fast.

Investment 111

Investment Funds Capital Investors 111