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.

M&A 52

M&A Business Middle Market Boutique 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middle market is defined by a fairly common set of criteria. Less upfront liquidity, more future payout potential.

Private Equity 52

Private Equity Equities Investment Business 52

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.

M&A 52

M&A Business Middle Market Boutique 52

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.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As conditions have changed, so has the focus of PE groups.

Middle Market 52

Middle Market Private Equity Equities Investment 52

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.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

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.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

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.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

NOVEMBER 22, 2023

However, the global IB fees over the past two years the numbers do not support that argument: UBS cares less about investment banking than the banks above it, but it is still in the top ~7 worldwide for IB revenue. For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets.

Bulge Bracket 105

Bulge Bracket Banking Bank Boutique 105

The Deal

FEBRUARY 7, 2024

market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We 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

Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

The CCA investment banking team on this transaction included Managing Director Marty O’Neill and Vice President Andy Spears. “SSATI’s leadership fully understands what it means to support its customers and employees and has built an organization to do that. Together, we are positioned to accomplish great things.”

Investment Banking 52

Investment Banking Government Corporation Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 2024

The CCA investment banking team on this transaction included Charlie Maskell, Managing Director, Andy Spears, Vice President, and Frank Ihle, Senior Analyst. QI Services, KI Services, and PCH Logistics have a longstanding relationship with Allstates WorldCargo, as they have worked together over a number of years to jointly service clients.

Transportation 52

Transportation Capital Investment Banking Corporation 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

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

These factors include not only the fund’s investment and operating strategies, but the investors’ personalities as well, since most partnerships will involve working together often throughout the fund’s hold period. 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

The CCA investment banking team on this transaction included Marty O’Neill, Managing Director, Andy Spears, Vice President, and Aidan Olmstead, Senior Analyst. Together, the CCA team advised on transaction strategy and provided support throughout the engagement. For more information, visit www.ccabalt.com or call 410.537.5988.

Capital 52

Capital Engineering Investment Banking Corporation 52

Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Generally, these fall into two distinct categories of advisory firms or investment banks. Financial Need. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52

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

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

What happens after the deal closes depends on the PE group’s investment strategy as well as your personal and professional goals. PE firms invest in a business in one of two ways: as a platform company (which serves as a foundation upon which to add other businesses) or as an add-on to an existing platform company.

Business 52

Business Equities Debt Corporation 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

OCTOBER 24, 2022

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Vice President Andy Spears, who together with Smitha Gopal developed the deal strategy, conducted the negotiations, and provided strategic advising throughout the transaction. Learn more at www.patientpoint.com.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Chesapeake Corporate Advisors

JULY 10, 2023

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. “The WBCM and TranSystems combination is natural with similar focuses on innovative transportation and infrastructure solutions,” said TranSystems CEO Richard Morsches.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

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. 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

MAY 7, 2024

The Investment Banker (also called the M&A Advisor) takes the lead role in driving the sale process, advising you along the way. The tax specialist also recommends strategies to reduce your tax liability and works with the CPA and investment banker to determine the best deal structure.

Business 52

Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

MAY 24, 2024

Investing in a sell-side QofE report upfront also enables you to include validated financials in the Confidential Information Memorandum (CIM) that your investment bankers will prepare and use to market your business. The post Thinking of Selling Your Business?

Business 52

Business Negotiation Investment Banking Accountant 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

The TRADE

FEBRUARY 12, 2024

Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital 62

Capital Sale Asset Management Electronics 62

Chesapeake Corporate Advisors

MAY 2, 2023

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. An experienced investment banking firm can help you navigate the complexities of evaluating multiple offers, recognizing each seller has different priorities.

Business 52

Business Investment Banking Corporation Advisory 52

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.

M&A 52

M&A Capital Management Accountant 52

Sica Fletcher

JULY 31, 2024

Two in particular stand out: Buyers are purchasing agencies and brokerages at a loss for their resiliency as investments. In short, insurance brokerages are seen as a more resilient investment, which is of particular importance to the dominant buyer group in the insurance M&A space.

M&A 52

M&A Insurance Debt Equities 52

Solganick & Co.

FEBRUARY 2, 2024

Despite that fact – and the lack of any significant recovery in the year’s back half – dealmakers are optimistic in the New Year, according to Aaron Solganick, chief executive of El Segundo-based investment bank Solganick & Co. “A For more information, please contact us.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

JUNE 11, 2024

Over the last several years, increasing numbers of buyers have begun seeing insurance brokers as a more stable investment because of a.) their increasingly streamlined operations, which lead to a more stable investment. the mandatory nature of insurance in general, b.) the freedom of brokers to work with a variety of carriers, and c.)

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

JUNE 14, 2024

Factors Affecting Valuation Multiples Because valuation multiples are a reflection of how the M&A industry views insurance agencies as an investment, understanding the factors affecting them are less about changing your operations and more about determining when is the right time to enter the market.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MAY 8, 2024

Different factors can trigger this need - some sellers have what they see as a rare investment opportunity that they want to take advantage of. 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.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 4, 2023

That team typically includes an attorney and a CPA that both specialize in mergers and acquisitions, as well as an investment banker , wealth manager , and tax specialist. Your deal team will help you evaluate an unsolicited offer in light of your answers to the previous questions.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Mergers and Inquisitions

MAY 10, 2023

I’ve found that two main groups care about investment banking in Singapore : Students who are from Southeast Asia and are considering whether they want to work in Singapore, NY, London, or other places. It’s just that it’s smaller than you might expect, which means a lower investment banking headcount than true financial centers.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Chesapeake Corporate Advisors

JUNE 2, 2023

And because they were not in sync, they struggled to agree on vital decisions about key issues like building out the leadership team, focusing valuable business development resources, investing in scalable operational processes, and layering new technology onto their existing systems. They did not embrace teaming with partners.

Government 52

Government Business Middle Market Corporation 52