iMerge Advisors

APRIL 10, 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

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

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 Banking Bank Investment 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

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 Banking 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

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. Learn more at www.datasynctech.com.

Investment Banking 52

Investment Banking Corporation Government Advisory 52

Chesapeake Corporate Advisors

JUNE 26, 2024

The CCA investment banking team on this transaction included Knott, who lead the deal negotiations and provided strategic advice to the buyer, and Senior Analyst Frank Ihle , who provided transaction support. The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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

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

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

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

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. They may keep some CS investment bankers in the U.S. and Asia, especially in sectors like tech and TMT investment banking , but Europe is much more uncertain.

Banking 98

Banking Bank Government Investment Banking 98

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. How Do You Apply for Pre-MBA Internships?

IT 59

IT Investment Banking Recruitment Finance 59

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

Chesapeake Corporate Advisors

JUNE 26, 2024

The CCA investment banking team on this transaction included Knott, who lead the deal negotiations and provided strategic advice to the buyer, and Senior Analyst Frank Ihle , who provided transaction support. The company uses modern technology to deliver exceptional service while protecting customer vehicles.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Platform companies typically represent the first investment by a fund in a particular industry, meaning that the fund will likely rely heavily on existing leadership to operate the business. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

MARCH 13, 2023

The Impact on Investment Banking, Commercial Banking, Venture Capital, and Tech Startups The good news is that nothing here affects investment banking in the U.S. 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.

Banking 123

Banking Bank Funds Government 123

Chesapeake Corporate Advisors

MAY 24, 2024

A business boasting a strong management team, a record of sustainable growth, and scalable operations stands out as an ideal candidate for a “platform-build” investment strategy. The post Five Factors Are Driving Private Equity Investment in Middle Market Companies appeared first on Chesapeake Corporate Advisors.

Middle Market 52

Middle Market Private Equity Equities Investment 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 Banking Bank Investment 105

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

MAY 2, 2023

Your Employment Terms Different buyers will have different expectations for your role post-acquisition. Your investment banker will message your intentions upfront to avoid conflicts later, but you could still receive offers that do not align with your plans. For more information, visit www.ccabalt.com or call 410.537.5988.

Business 52

Business Investment Banking Corporation Advisory 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

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

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

Mergers and Inquisitions

MARCH 13, 2024

Most of these firms started out doing early-stage VC deals and still invest across all company stages. 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. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Banking Bank 64

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. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Government M&A 52

Focus Investment Banking

SEPTEMBER 3, 2024

Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. A great M&A team should also be made up of a great set of attorneys—both inside and outside your organization.

M&A 52

M&A Mergers and Acquisitions Advisory Business 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

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. Morgan believes that given how competitive the landscape has become, firms are going to have to be willing to invest and set aside the necessary investment dollars.

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

SEPTEMBER 6, 2023

This filing isn’t required for small deals, such as $20 million acqui-hires , but it’s part of the process for almost all M&A deals that bulge bracket and elite boutique banks advise on. Information about previous acquisitions , which could affect many PE firms using “roll-up” strategies to complete bolt-on acquisitions.

Private Equity 105

Private Equity Equities Finance Finance 105

The Deal

DECEMBER 20, 2023

Steve Epstein was an associate in the technology investment banking group at Credit Suisse Group from 2000 to 2002, but his time there was his “most impactful professional experience to date,” Epstein said on this week’s Drinks With The Deal podcast. He’ll become the firm’s managing partner on March 1.

Banking 69

Banking Bank M&A Private Equity 69

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. It even includes elements of healthcare , industrials , and oil & gas investment banking. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking 59

Investment Banking Banking Bank Investment 59

MergersCorp M&A International

MAY 28, 2025

May 2025 French Sole Holding SL, a leading global player in the luxury footwear sector, is pleased to announce the successful acquisition of FRMODA SRL, a renowned Italian luxury cosmetic distributor and reseller specializing in high-quality, stylish cosmetic items. Madrid, Spain Thursday, 29.

Shares 52

Shares M&A Portfolio Boutique 52

Chesapeake Corporate Advisors

MARCH 11, 2025

Chesapeake Corporate Advisors (CCA) continues to expand its reach and scope, adding Business Services to its areas of industry focus for investment banking and corporate advisory services. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation 52

Corporation Business Investment Banking Advisory 52