Advisory, Banking and Capital Market - Investment Banking Today

Upstart prime broker Clear Street to launch new investment banking business

The TRADE

JUNE 28, 2023

New York-based independent prime broker Clear Street is set to launch a new investment banking business named Strategic Advisory Services. The new business line will offer strategic advisory, transaction and creative capital solutions to emerging growth companies, subject to regulatory approvals.

Investment Banking

Investment Banking Broker Bank Banking

Michael Mufson Discusses Investment Banking and Business Exit Strategies

How2Exit

JUNE 10, 2024

E221: Michael Mufson Discusses Investment Banking and Business Exit Strategies - Watch Here About the Guest(s): Michael Mufson is a seasoned investment banker with a distinguished career spanning over several decades. Understanding the investment banking process can make a significant difference when preparing to sell or merge a business.

Investment Banking

Investment Banking Business Investment Bank

Today's Capital Markets

PCE

MAY 17, 2023

Wednesday, May 17, 2023 Given today’s economic uncertainty—and all the focus on rising interest rates, bank failures, and market conditions—business owners and financial executives may find that debt markets are top of mind.

Capital Market

Capital Market Capital Debt Capital Markets Debt

Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

FEBRUARY 24, 2025

Periculum was introduced to the Hope team by a past client that understood the value of an investment bank. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale

Sale IT Investment Banking Advisory

How Merchant Banks Help Businesses Grow and Succeed

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

Bank

Bank Banking Business Underwriting

Mizuho Closes Acquisition of M&A and Restructuring Advisory Firm Greenhill

Global Newswire by Notified: M&A

DECEMBER 1, 2023

today announced that Mizuho Americas has completed the acquisition of Greenhill, adding complementary services to the firm’s existing capital markets, banking, and private capital advisory capabilities across the corporate and investment bank. (TSE: 8411 and NYSE: MFG) and Greenhill & Co.,

Advisory

Advisory M&A Acquisitions Investment Banking

Deutsche Bank completes acquisition of Numis

The TRADE

OCTOBER 13, 2023

Deutsche Bank has completed the acquisition of institutional broker Numis and has unveiled a new offering to be known as ‘Deutsche Numis’. The transaction is the next step in Deutsche Bank’s Global Hausbank strategy, which aims to unlock deeper engagement with corporates in the UK.

Bank

Bank Banking Acquisitions Investment Banking

Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms). What Are Corporate Finance Jobs?

Corporate Finance

Corporate Finance Finance Finance Corporation

The Top Insurance Agency Investment Banks of 2024

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

Investment Banking Insurance Bank Banking

FINBOURNE Technology raises £55 million in Series B funding round

The TRADE

JUNE 17, 2024

Over the past year, FINBOURNE has secured new clients across global investment management, banking and capital markets which it serves including Northern Trust, Omba Advisory and the Pension Insurance Corporation (PIC).

Funds

Funds Investment Manager Capital Market Investment

How do Banks Make Money? Explanation, Examples

Peak Frameworks

OCTOBER 30, 2023

While the term "bank" may conjure a monolithic image, the reality is far more nuanced. The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. For example, Wells Fargo and Bank of America are giants in this space. interest annually.

Bank

Bank Banking Proprietary Trading Investment Banking

Solganick & Co. Hires Nicholas Brouwer

Solganick & Co.

JANUARY 9, 2023

has hired Nicholas Brouwer as a Senior Investment Banking Analyst in its Manhattan Beach, CA office. is a data-driven investment bank and M&A advisory firm focused exclusively on software and tech-enabled services companies. Solganick & Co. About Solganick & Co. Solganick & Co.

Investment Banking Analyst

Investment Banking Analyst Investment Banking M&A Advisory

Periculum Announces Completed Sale of Central States Enterprises, LLC's Two Grain Terminal Elevators to ADM

Periculum Capital

JUNE 30, 2021

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

Sale Advisory Corporate Finance Middle Market

The battle for better: Mobile apps in wealth management

Accenture Capital Markets

DECEMBER 5, 2023

This dissatisfaction is notable because mobile is an exceedingly important channel in wealth management: Our survey found clients rank the mobile app in second place overall—just behind an online banking portal—while in five Asian markets, a mobile app even ranked first. What asset classes should the app support?

Management

Management Bank Banking Investors

Periculum Completes Senior Debt Placement for Morgan Foods, Inc.

Periculum Capital

MARCH 12, 2022

Periculum’s role in this debt placement was to design and execute a customized process to solicit proposals from a targeted list of potential lenders that would accomplish the Company’s current and future capital needs. The bank group was led by Bank of America, with participation from JP Morgan Chase Bank and PNC Bank.

Debt

Debt Food Debt Capital Markets Capital

Periculum Announces Completed Sales of Central States Enterprises, LLC's Feed and Bagging Operations to Furst-McNess Company

Periculum Capital

JULY 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

Sale Advisory Corporate Finance Middle Market

Mizuho Eyes Bigger Slice of U.S. Middle Market

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 Capstone, too, has a penchant for middle market deals.

Middle Market

Middle Market Private Equity Advisory M&A

People Moves Monday: Shifts in the trading space

The TRADE

JULY 3, 2023

Alongside him, Torsten Schöneborn joined the bank from BNP Paribas where he had been global head of electronic platform and global head of quant prime broking. Before that, he spent almost 10 years at Deutsche Bank, where his roles included global co-head of electronic equities and head of eFX spot quant trading.

Trading

Trading Investment Banking Bank Banking

Periculum Announces Three Promotions

Periculum Capital

MAY 11, 2023

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab’s unwavering commitment to the success of this firm over the past decade has been instrumental in the development of our advisory practice. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Advisory

Advisory Corporate Finance Middle Market Capital

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation

Transportation Private Equity Advisory Middle Market

Periculum Advises Revelant Technologies in Recapitalization and Growth Equity Investment by Inoca Capital Partners, LLC.

Periculum Capital

OCTOBER 20, 2021

The firm continues to build on its software and technology expertise, providing capital markets and liquidity solutions for venture and non-venture backed emerging growth and later-stage companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Capital

Capital Equities Investment Advisory

Periculum Advises 21st Amendment, Inc. in its Sale to US Liquor Group, LLC.

Periculum Capital

APRIL 13, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale

Sale IT Advisory Corporate Finance

Periculum Advises LUNA Language Services in its Sale to GLOBO Language Solutions, LLC.

Periculum Capital

JUNE 6, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale

Sale IT Advisory Corporate Finance

Periculum Announces Three Promotions

Periculum Capital

JANUARY 7, 2021

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab has been an integral part of our advisory practice, leading transactions from start to finish and developing a growing network. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. We are excited for his continued growth.”

Advisory

Advisory Middle Market Corporate Finance Capital

Periculum Advises Prairie Mills in its Sale to Consolidated Grain and Barge Co

Periculum Capital

MAY 21, 2024

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

Sale IT Food Retail

Periculum Advises AMW Construction Supply, LLC. in its Sale to Gypsum Management & Supply, Inc.

Periculum Capital

OCTOBER 27, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale

Sale Management IT Advisory

Periculum Advises Pet Palace Enterprises, LLC. in its Sale to Destination Pet

Periculum Capital

JULY 13, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The post Periculum Advises Pet Palace Enterprises, LLC.

Sale

Sale IT Advisory Capital

Periculum Advises Hoosier Refreshment Company in its Sale to WP Beverages, LLC, a Subsidiary of Wis-Pak, Inc.

Periculum Capital

DECEMBER 23, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale

Sale IT Advisory Negotiation

Periculum Advises Micro-Dyn Systems in its Sale to The Brydon Group

Periculum Capital

MAY 14, 2024

In addition to Periculum, Bill and Janell were supported through the transaction by the KSM Transaction Advisory Services team, led by Jennifer Miller, and by the Taft Stettinius & Hollister LLP mergers & acquisitions legal team, led by Elijah Hammans.

Sale

Sale IT Mergers and Acquisitions Advisory

People Moves Monday: Goldman Sachs, Eurex, Barclays and more…

The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years.

Investment Banking

Investment Banking Finance Finance Equities

Solganick Expands Cybersecurity Coverage, Hires Michael Kim to Lead Industry Practice

Solganick & Co.

SEPTEMBER 29, 2024

September 30, 2024 – Solganick , a data-driven investment bank focused exclusively on software and IT services companies, announced the addition of a senior level hire to launch and lead the firm’s cybersecurity M&A practice. Davidson and Imperial Capital. For more information, please contact us.

Investment Banking

Investment Banking M&A Mergers and Acquisitions Acquisition Advisories

Fireside Friday with… Clear Street’s Andy Volz

The TRADE

JULY 7, 2023

What is the driver behind Clear Street’s new investment banking unit? The investment banking business will further establish Clear Street in the capital markets space and is another area where we’re excited to add value as a trusted partner. What challenges come with building a platform for multiple asset classes?

Capital Market

Capital Market Risk Management Investment Banking Capital

Periculum Advises PrecisionPoint in its Sale to SAM

Periculum Capital

MARCH 8, 2024

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

Sale IT Capital Advisory

Periculum Advises Hoosier Penn Oil, Inc. in its Sale to Cadence Petroleum Group

Periculum Capital

NOVEMBER 2, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The post Periculum Advises Hoosier Penn Oil, Inc.

Sale

Sale IT Capital Advisory

Tyton Partners Choose to Learn 2024 Part 2 Dives into the Journey of the K-12 Parents who are Moving Out of Public School, from Awareness to Enrollment

Tyton Partners

MARCH 13, 2024

BOSTON, March 13, 2024 (GLOBE NEWSWIRE) — Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 2 of their latest Choose to Learn K-12 initiative, The Open-minded K-12 Parent Journey and Barriers to Action. Learn more at www.tytonpartners.com.

Education

Education Consulting Mergers and Acquisitions Investment Banking

How Gen AI can boost relationship managers’ productivity

Accenture Capital Markets

NOVEMBER 2, 2023

As our research shows (see graphic), RMs—firms’ costliest resource at 60-70% of the annual cost base according to our discussions with the leaderships of 20 banks in the region—perform too many tasks, and many of those (the red circles) even add little or no value for their customers. Remove, reduce, retain—now what?

Management

Management Advisory Risk Management Business

Periculum Advises Select Home Health Services, Inc. in its Sale to Fortis Home Health and Hospice, LLC.

Periculum Capital

MARCH 11, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale

Sale IT Healthcare Capital

What Can Go Wrong When Selling Your Technology Company?

Solganick & Co.

JANUARY 2, 2024

Funding and Financing Issues : If the buyer faces difficulties in securing financing or if the capital market conditions change adversely, it can impact the deal structure or completion. is a data-driven investment bank and M&A advisory firm focused exclusively on technology companies. About Solganick & Co.

M&A

M&A Negotiation Valuation Mergers and Acquisitions

Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group

Periculum Capital

NOVEMBER 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum, along with the Company’s owner, A.J

Sale

Sale IT Government M&A

Tyton Partners’ Listening to Learners Data Assesses Correlation Between Student Safety and Re-enrollment Decisions at Institutions

Tyton Partners

SEPTEMBER 24, 2024

BOSTON, SEPTEMBER 24, 2024 (GlobeNewswire) Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, unveiled Listening to Learners 2024: Stay Safe, Stay Informed: How Awareness of Support Services and Safety Relate to Re-enrollment, focusing on student learning outcomes.

Education

Education Consulting Mergers and Acquisitions Investment Banking

The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

Funds

Funds Broker Bank Banking

Tyton Partners Report Estimates that 20% of the U.S. K-12 Student Population Will Be Eligible for Education Savings Accounts (ESAs) in 2024

Tyton Partners

APRIL 15, 2024

BOSTON, April 15, 2024 (GLOBE NEWSWIRE) — Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, releases the first and second installments of its three-part groundbreaking series, Paying for Choice. Learn more at tytonpartners.com.

Education

Education Accountant Consulting Mergers and Acquisitions

Tyton Partners’ ‘Investing in Tomorrow’ Research Reveals a $100,000 Per Student Impact of High School Financial Education

Tyton Partners

FEBRUARY 8, 2024

[BOSTON, February 8, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announced today the results of its latest report, Investing in Tomorrow: Lifetime Value of Financial Education in High School. Learn more at www.tytonpartners.com.

Education

Education Investment Finance Finance

Tyton Partners Choose to Learn 2024 Uncovers 20% of U.S. K-12 Parents Want a New School Environment for Their Child – What Can the Education System Do?

Tyton Partners

FEBRUARY 15, 2024

[BOSTON, February 14, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 1 of 3 of their latest Choose to Learn K-12 initiative, K-12 Parents Poised to Explore New Educational Options. Learn more at www.tytonpartners.com.

Education

Education Consulting Mergers and Acquisitions Investment Banking

Upstart prime broker Clear Street to launch new investment banking business

Michael Mufson Discusses Investment Banking and Business Exit Strategies

Trending Sources

Today's Capital Markets

Periculum Advises Hope Plumbing in its Sale to Redwood Services

How Merchant Banks Help Businesses Grow and Succeed

Mizuho Closes Acquisition of M&A and Restructuring Advisory Firm Greenhill

Deutsche Bank completes acquisition of Numis

Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

The Top Insurance Agency Investment Banks of 2024

FINBOURNE Technology raises £55 million in Series B funding round

How do Banks Make Money? Explanation, Examples

Solganick & Co. Hires Nicholas Brouwer

Periculum Announces Completed Sale of Central States Enterprises, LLC's Two Grain Terminal Elevators to ADM

The battle for better: Mobile apps in wealth management

Periculum Completes Senior Debt Placement for Morgan Foods, Inc.

Periculum Announces Completed Sales of Central States Enterprises, LLC's Feed and Bagging Operations to Furst-McNess Company

Mizuho Eyes Bigger Slice of U.S. Middle Market

People Moves Monday: Shifts in the trading space

Periculum Announces Three Promotions

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

Periculum Advises Revelant Technologies in Recapitalization and Growth Equity Investment by Inoca Capital Partners, LLC.

Periculum Advises 21st Amendment, Inc. in its Sale to US Liquor Group, LLC.

Periculum Advises LUNA Language Services in its Sale to GLOBO Language Solutions, LLC.

Periculum Announces Three Promotions

Periculum Advises Prairie Mills in its Sale to Consolidated Grain and Barge Co

Periculum Advises AMW Construction Supply, LLC. in its Sale to Gypsum Management & Supply, Inc.

Periculum Advises Pet Palace Enterprises, LLC. in its Sale to Destination Pet

Periculum Advises Hoosier Refreshment Company in its Sale to WP Beverages, LLC, a Subsidiary of Wis-Pak, Inc.

Periculum Advises Micro-Dyn Systems in its Sale to The Brydon Group

People Moves Monday: Goldman Sachs, Eurex, Barclays and more…

Solganick Expands Cybersecurity Coverage, Hires Michael Kim to Lead Industry Practice

Fireside Friday with… Clear Street’s Andy Volz

Periculum Advises PrecisionPoint in its Sale to SAM

Periculum Advises Hoosier Penn Oil, Inc. in its Sale to Cadence Petroleum Group

Tyton Partners Choose to Learn 2024 Part 2 Dives into the Journey of the K-12 Parents who are Moving Out of Public School, from Awareness to Enrollment

How Gen AI can boost relationship managers’ productivity

Periculum Advises Select Home Health Services, Inc. in its Sale to Fortis Home Health and Hospice, LLC.

What Can Go Wrong When Selling Your Technology Company?

Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group

Tyton Partners’ Listening to Learners Data Assesses Correlation Between Student Safety and Re-enrollment Decisions at Institutions

The prime brokerage pie is growing, which means bigger slices for everyone

Tyton Partners Report Estimates that 20% of the U.S. K-12 Student Population Will Be Eligible for Education Savings Accounts (ESAs) in 2024

Tyton Partners’ ‘Investing in Tomorrow’ Research Reveals a $100,000 Per Student Impact of High School Financial Education

Tyton Partners Choose to Learn 2024 Uncovers 20% of U.S. K-12 Parents Want a New School Environment for Their Child – What Can the Education System Do?

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