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. in the winter of 2024.

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M&A Mergers and Acquisitions Advisory Business 52

Chesapeake Corporate Advisors

APRIL 8, 2024

The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021. The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021. The fact is that great deals are still happening for A+ companies.

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M&A Investment Banking Negotiation Investment 52

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

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Bulge Bracket Bank Banking Boutique 105

Chesapeake Corporate Advisors

OCTOBER 31, 2023

However, when it comes to M&A, cash alone does not tell the full story. In M&A transactions, the focus shifts from cash to a broader view of a company’s financial health. Here’s the intriguing part: NWC in M&A typically doesn’t include cash in the calculation. For many entrepreneurs, cash is king.

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M&A Capital Management Accountant 52

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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Boutique Advisory Sale Acquisitions 45

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. Do You Need An Insurance Agency Investment Bank?

Investment Banking 52

Investment Banking Insurance Bank Banking 52

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. Tim holds a B.S. from the Robert H.

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Management Investment Banking Middle Market Boutique 52

Solganick & Co.

FEBRUARY 2, 2024

– Quoted in the Los Angeles Business Journal M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome BY STEVE CRIGHTON FEBRUARY 2, 2024 – Los Angeles, CA – Aaron Solganick, CEO and Founder of Solganick & Co. And they’re realizing they need to do an M&A transaction,’” he added.

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M&A Business Middle Market Investment Banking 40

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. 33 on The Deal’s first-quarter M&A league tables, with Greenhill, which ranked No. 38 in M&A. 38 in M&A. Mizuho Financial Group Inc. has its eye on the U.S.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

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.

Negotiation 52

Negotiation Capital Boutique Advisory 52

Sica Fletcher

APRIL 11, 2024

Seller 1: The Owners Insurance agency sellers typically have clear motivations and goals going into the M&A deal process. Insurance Agency Seller Motivations Insurance agency owners enter into an M&A arrangement with one of several goals in mind.

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Insurance Advisory M&A Investment Banking 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). a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). They don’t reflect market changes over time.

Investment Banking 111

Investment Banking Banking Bank Investment 111

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.

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Investment Banking Insurance Bank Banking 52

Mergers and Inquisitions

MAY 10, 2023

Asia-Pacific sees ~$1+ trillion of M&A deal activity per year , and SE Asia accounts for only ~10% of that (note that the first image below is only for 9 months of the year, so the full-year numbers are higher): $50 – $100 billion of M&A deal activity per year may seem like a lot, but it’s less than Canada in an average year.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

JANUARY 26, 2023

In his new role with CCA, Knott will source M&A opportunities and lead investment banking engagements on behalf of middle market clients, developing and implementing effective strategies for taking the business through the next phase of its journey. We are very excited to have Stuart on the CCA team.

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Management Middle Market Investment Banking Corporation 52

Chesapeake Corporate Advisors

MAY 7, 2024

The Value of Each Team Member A complete M&A deal team often includes six key professionals, each bringing vital skills, capabilities, and expertise. When choosing your advisors, always look for extensive experience working on M&A transactions; knowledge of your industry is a plus.

Business 52

Business Sale M&A Negotiation 52

Sica Fletcher

JUNE 14, 2024

Insurance agency owners who are considering the prospect of running an M&A deal process often have many concerns about the fate of their agencies, but the most common by far are those surrounding the agency’s purchase price at closing. Some smaller agencies, for example, might get a higher multiple than 6.1x

Insurance 52

Insurance Valuation M&A S&P 52

Chesapeake Corporate Advisors

OCTOBER 16, 2024

Their expertise in M&A, understanding of market dynamics, and extensive knowledge of government contracting were invaluable in ensuring the success of this process.” The CCA investment banking team on this transaction included Managing Director Marty O’Neill , Vice President Andy Spears, and Analyst Miles Galley.

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Investors Investment Banking Middle Market Government 52

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. Intelligence Community.

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Capital Engineering Investment Banking Corporation 52

Sica Fletcher

JUNE 11, 2024

The Insurance Brokerage M&A Market in 2024 On average, insurance brokerages are seeing the highest valuations they’ve had in a decade. Until this happens, we expect the insurance broker M&A market to remain active but complicated. Since H1 2023, the average insurance brokerage valuation multiple has hovered around 11.6x

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Broker Insurance Valuation S&P 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. If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

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Insurance M&A Valuation Advisory 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. He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA.

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Capital Sale Asset Management Management 64

Periculum Capital

NOVEMBER 15, 2022

Periculum coordinated with Densborn Blachly (lead M&A counsel; Indianapolis, Indiana), Arnall Golden Gregory (counsel for government contracting and national security matters; Washington D.C.) affiliate of The Plansee Group (“Plansee”), the global leader in the production of refractory metals, headquartered in Reutte, Austria.

Sale 52

Sale IT Government M&A 52

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report. What a QofE Includes Two of the most important components of a QofE are the following: Adjusted EBITDA.

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Business Negotiation Investment Banking Sale 52

Mergers and Inquisitions

MARCH 22, 2023

With the number of emergency / news-related articles on this site lately – two in a row! it’s starting to feel a lot like 2008. Before delving in, though, I want to start with the elephant in the room: I was partially wrong ~5 months ago when I wrote about Credit Suisse, UBS, and Deutsche Bank, and whether they would become Lehman Brothers 2.0.

Banking 98

Banking Bank Government Investment Banking 98

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. If you are looking to sell your business, PE firms are likely to be among the interested buyers. This is often called a “buy and build” approach.

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Private Equity Equities Investment Business 52

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. Early-stage software businesses may reach a point where they seek resources to help accelerate growth and execute business goals.

Finance 52

Finance Finance Debt Equities 52

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. What distinguishes thriving government contractors from those that languish?

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Government Business Middle Market Corporation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: In practice, most of this M&A activity consists of asset acquisitions because buying individual solar plants and wind farms is common. Some knowledge of solar and wind assets, batteries, etc.,

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

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Investment Banking Bank Banking Investment 105

How2Exit

JANUARY 13, 2025

Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination.

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. The formalization of a Business Services team was a natural next step for CCA, which has closed 60+ transactions in this sector since its inception.

Corporation 52

Corporation Business Investment Banking Advisory 52

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in deals in 2023. US PEGs still have approximately $1.1 trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. Most PEGs prefer the seller to reinvest a minority stake in the new deal.

Private Equity 52

Private Equity Equities IT Investment 52

How2Exit

APRIL 14, 2025

Her advisory work blends operational excellence with human psychology, emphasizing leadership, culture, and communication. E276: She Built a 7-Figure Practice in 2.5 After helping fellow professionals do the same, she now coaches small business owners on how to make their companies scalable and sellable.

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