PJT Partners expands with deal for Dubai-based boutique
Financial Times - Banking
SEPTEMBER 18, 2024
Paul Taubman advisory firm to buy former Morgan Stanley banker May Nasrallah’s deNovo Partners
Simon Bedard: Founder of Exit Advisory Group on Helping Business Owners Exit Well
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. He is also the host of the Buy, Grow, Sell podcast.
Advisory 
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Moelis banker recorded in punching incident charged with assault
Financial Times - Banking
JULY 1, 2024
Jonathan Kaye turned himself in to authorities a week after resigning from senior role at boutique advisory firm
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Freestate Electric, LLC Acquired By Sojitz Energy Services LLC
Chesapeake Corporate Advisors
OCTOBER 28, 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.
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AMA Analytical Services Acquired by SGS
Chesapeake Corporate Advisors
NOVEMBER 14, 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.
ZRG Acquires Wiser Partners, A Leading Boutique Search Firm Focused on Marketing and Sales Roles
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.
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What Has Changed In Public Finance Since June 1st?
H. Friedman Search
JULY 27, 2023
Municipal advisory firms are also looking to expand their horizons and actively looking/hiring for positions. They are out there from boutiques to major name firms, from analysts to heads of public finance and practice group leaders. Expansion On The Horizon But is that all for our public finance industry on this topic?
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Fireline Corporation Acquired by Encore Fire Protection
Chesapeake Corporate Advisors
JANUARY 15, 2025
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.
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Business Services 1Q 2024 M&A Report
Focus Investment Banking
APRIL 30, 2024
Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions. The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics.
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Business Services 2Q 2024 M&A Report
Focus Investment Banking
JULY 17, 2024
Advisory firms were particularly sought after by both buyers and sellers looking for customized solutions that could help them enhance the value of their deals by navigating through complexities effectively.
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Talonvest Capital Negotiates $9.75 Million Life Company Bridge Loan
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.
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CCA Promotes Tim Brasel to Managing Director
Chesapeake Corporate Advisors
MAY 6, 2024
Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.
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CCA Welcomes Miles Gally to Our Investment Banking Team
Chesapeake Corporate Advisors
MAY 12, 2023
Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.
Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year
Mergers and Inquisitions
DECEMBER 4, 2024
Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. BofA is also strong, and you’ll see Citi, DB, and MS on many deals as well.
Macroeconomic Quarterly Update (Summer 2024)
Chesapeake Corporate Advisors
AUGUST 14, 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 with revenues between $10 million and $200 million.
Macroeconomic Quarterly Update (Spring 2024)
Chesapeake Corporate Advisors
MAY 13, 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 with revenues between $10 million and $200 million.
Do You Need An Insurance Agency Investment Bank?
Sica Fletcher
AUGUST 21, 2024
Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. CALL OUR TEAM Why Sica | Fletcher?
Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 11, 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 with revenues between $10 million and $200 million.
Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 6, 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 with revenues between $10 million and $200 million.
Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 4, 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 with revenues between $10 million and $200 million.
Mizuho Eyes Bigger Slice of U.S. Middle Market
The Deal
FEBRUARY 7, 2024
Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. We continue to look to where there is a gap in the market and evaluate opportunities to stay current, relevant and address the needs of our clients.” GHC) for about $550 million.
Rendia, Inc. Acquired by PatientPoint
Chesapeake Corporate Advisors
OCTOBER 24, 2022
For several years leading up to the sale, the CCA corporate advisory team worked closely with Rendia to increase shareholder value, optimize the business’s valuation, and position the company for the best sale outcome. Tim Hodge, Daniel Fitzgerald, and Amanda Chong of Nelson Mullins served as Rendia’s legal counsel.
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QI Services, LLC, KI Services, LLC, and PCH Logistics Inc. acquired by Allstates WorldCargo, Inc., backed by Clarendon Capital
Chesapeake Corporate Advisors
APRIL 8, 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. For more information, visit www.
Stuart Knott Joins CCA as Managing Director
Chesapeake Corporate Advisors
JANUARY 26, 2023
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 with revenues between $10 million and $200 million.
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Common Types of Insurance Agency Sellers
Sica Fletcher
APRIL 11, 2024
Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.
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The Top Insurance Agency Investment Banks of 2024
Sica Fletcher
AUGUST 6, 2024
To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.
Why Investment Banking? How to Answer the Most Boring But Persistent Interview Question of All Time
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.
Confidential Family Office Acquires Peppy’s Car Wash
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.
SoftTech Solutions, Inc. acquired by Synergy ECP, backed by Falfurrias Capital
Chesapeake Corporate Advisors
APRIL 8, 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. For more information, visit www.synergyecp.com.
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Vetegrity, LLC. Recapitalized By Private Investor Group
Chesapeake Corporate Advisors
OCTOBER 16, 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. Learn more at www.vetegrity.com.
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Sensible Solutions and Technologies, Inc. Acquired DataSync Technologies, Inc.
Chesapeake Corporate Advisors
SEPTEMBER 4, 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. Learn more at www.datasynctech.com.
Whitney Bailey Cox & Magnani, LLC Acquired by TranSystems Corp.
Chesapeake Corporate Advisors
JULY 10, 2023
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 with revenues between $10 million and $200 million.
Confidential Family Office Acquired Peppy’s Car Wash
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.
People Moves Monday: BlackRock Aladdin, Polar Capital, Rothschild & Co and more…
The TRADE
FEBRUARY 12, 2024
Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Elsewhere in her career, Wallander held junior analyst roles for M&A at HSBC, DC Advisory Partners, Close Brothers and Merrill Lynch. Polar Capital confirmed his appointment.
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Why Private Equity Investors Find Government Contractors Attractive
Chesapeake Corporate Advisors
OCTOBER 22, 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 with revenues between $10 million and $200 million.
Thinking of Selling Your Business? Why You Need a Sell-Side Quality of Earnings Report
Chesapeake Corporate Advisors
MAY 24, 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 with revenues between $10 million and $200 million.
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When It’s Time to Sell Your Business, an Experienced Team of Trusted Advisors is a Must
Chesapeake Corporate Advisors
MAY 7, 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 with revenues between $10 million and $200 million.
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How Some Sellers are Still Thriving in a Difficult M&A Environment
Chesapeake Corporate Advisors
APRIL 8, 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 with revenues between $10 million and $200 million.
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The Crucial Role of Net Working Capital in M&A: Beyond Cash Management
Chesapeake Corporate Advisors
OCTOBER 31, 2023
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 with revenues between $10 million and $200 million.
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Why the Highest Offer Isn’t Always the Best Offer When Selling Your Business
Chesapeake Corporate Advisors
MAY 2, 2023
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 with revenues between $10 million and $200 million.
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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
The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. Periculum, along with the Company’s owner, A.J They innovate before they realize they do.
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Platform or Bolt-on: Two Different, Compelling Paths of Private Equity Investment
Chesapeake Corporate Advisors
AUGUST 16, 2024
If your goal is to become a PE platform company, our corporate advisory team can help you build greater value in the business and position it as a platform candidate.
Know Your Insurance Agency: Purchase Price Calculations
Sica Fletcher
JUNE 14, 2024
S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals.
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M&A Spotlight “Building the Right Team Makes the Complex Seem Simple”
Focus Investment Banking
SEPTEMBER 3, 2024
Building the perfect team On the M&A advisory side, McEntee turned to FOCUS, which had offices across the US and Europe and was familiar with executing cross border deals. “It’s tough to quantify how valuable that is…I know they are old fashioned kinds of words, trust and respect, but they still work.
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