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. In our financial sponsor coverage effort, we tend to focus on the larger household name private equity firms, the likes of KKR, Blackstone, Apollo, Brookfield, etc.,

Middle Market 52

Middle Market Private Equity Advisory M&A 52

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). private equity or venture capital ). 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

Chesapeake Corporate Advisors

JANUARY 26, 2023

Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor. Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director.

Management 52

Management Middle Market Investment Banking Corporation 52

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. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 64

Capital Sale Asset Management Management 64

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. 7,200 | U.K.:

Investment Banking 105

Investment Banking Bank Banking Investment 105

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.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your 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

Chesapeake Corporate Advisors

APRIL 8, 2024

In 2020, Clarendon Capital, a private equity firm specializing in transportation, logistics , and distribution, invested in Allstates WorldCargo to enhance service offerings and accelerate growth within the transportation industry. For more information, visit www. allstates-worldcargo.com. acquired by Allstates WorldCargo, Inc.,

Transportation 52

Transportation Capital Investment Banking Corporation 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

M&A 52

M&A Insurance Debt Equities 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. Whether your business becomes a platform or an add-on, most PE groups expect you to reinvest a portion of your proceeds back into equity of the new company.

Business 52

Business Equities Debt Corporation 52

Sica Fletcher

APRIL 11, 2024

In these situations, it’s common to see deals with low cash payouts and a higher degree of equity. Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms For the vast majority of insurance agency sellers, you will likely work with an M&A advisory firm.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. A debt covenant is necessary since the lender does not have your company’s equity to fall back on.

Finance 52

Finance Finance Debt Equities 52

Sica Fletcher

MAY 29, 2024

Stock Will Take Up a Larger Percentage of Payout Structures While 20 years ago, transaction payouts were typically 100% cash, more often than not, modern payouts now almost universally contain some amount of equity in the buyer company as a central part of the deal.

M&A 52

M&A Insurance Equities S&P 52

Chesapeake Corporate Advisors

MAY 2, 2023

Additionally, if you decide to roll equity to get a “second bite of the apple,” through a subsequent sale, it will result in less cash today but provides additional upside down the road. The more of the purchase price tied up in a seller’s note and/or earnout, the less you receive upfront and the greater your risk.

Business 52

Business Investment Banking Corporation Advisory 52

Sica Fletcher

JUNE 11, 2024

Whereas 2022 saw equity making up nearly 17.5% As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. the freedom of brokers to work with a variety of carriers, and c.) The use of stock nearly doubled since last year’s data.

Broker 52

Broker Insurance Valuation S&P 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Among 420 private equity firms, the number of closed deals dropped from a high of 193 in Q4 of 2021 to a low of 57 in Q2 of this year, per a GF Data mid-year report. When investment bankers apply a strategic approach to taking the business to market and provide the right resources and guidance, they and their clients thrive.

M&A 52

M&A Investment Banking Negotiation Investment 52

Periculum Capital

NOVEMBER 15, 2022

From the time of signing the equity purchase agreement, the federal government review process took nearly 11 months. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum, along with the Company’s owner, A.J and Arnold & Porter (counsel for anti-trust matters; Washington D.C.)

Sale 52

Sale IT Government M&A 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. A Growth in Owner Equity. Therefore, records of increasing equity over time can be a strong selling point. Indicators of Scalability.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Mergers and Inquisitions

MARCH 22, 2023

These are known as “Additional Tier 1 (AT1) Bonds” or “contingent convertible” (CoCo) bonds, and they allow a bank to boost its capital ratios without diluting shareholders via an equity issuance. But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M.

Bank 98

Bank Banking Government Investment Banking 98

Chesapeake Corporate Advisors

JUNE 2, 2023

And private equity (PE) groups still have a great deal of dry powder to deploy, leading them in search of quality companies. The challenge for lower and middle market government contractors is how to capture their share of this market interest. Investors are still active in the M&A middle market, even in a difficult economy.

Government 52

Government Business Middle Market Corporation 52

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

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 The sale proceeds that the seller contributes to the transaction, which is commonly referred to as rollover equity , provides an opportunity at a “second bite of the apple” when the PEG later sells the company in a 3–5-year time horizon.

Private Equity 52

Private Equity Equities IT Investment 52

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies.

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

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.

Corporation 52

Corporation Business Investment Banking Advisory 52