Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. The post Stuart Knott Joins CCA as Managing Director appeared first on Chesapeake Corporate Advisors. For more information, visit www.ccabalt.com or call 410.537.5988.

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Management Middle Market Investment Banking Corporation 52

iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

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M&A Boutique Valuation Mergers and Acquisitions 40

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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M&A Business Middle Market Boutique 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.

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M&A Business Middle Market Boutique 52

Chesapeake Corporate Advisors

OCTOBER 31, 2023

Managing cash flow effectively can make or break a business. The post The Crucial Role of Net Working Capital in M&A: Beyond Cash Management appeared first on Chesapeake Corporate Advisors. For many entrepreneurs, cash is king. It ensures bills are paid on time, salaries are met, and opportunities can be seized.

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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?

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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. With the Greenhill transaction, Mizuho has brought about 370 bankers and over 80 managing directors into the fold. GHC) for about $550 million. The deal combined Mizuho, No. 38 in M&A.

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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.

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Investment Banking Bank Banking Investment 111

Chesapeake Corporate Advisors

OCTOBER 16, 2024

As part of the management restructuring, Sean Keller, a veteran executive of the intelligence community, joins Vetegrity as Chief Strategy Officer. These moves will enable Vetegrity to continue its long-standing tradition of innovation and provide high-value services to government clients. Learn more at www.vetegrity.com.

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Investors Investment Banking Middle Market Government 52

The TRADE

FEBRUARY 12, 2024

Former BlackRock Aladdin business development managing director for EMEA, Keith Viverito, joined Clearwater Analytics to support its global expansion plans. Viverito joined Clearwater as managing director for EMEA and will be responsible for strengthening the firm’s go to market strategy in the region and Asia Pacific.

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Capital Sale Asset Management Management 64

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 Banking Bank 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. The existing relationship will help accelerate the integration and growth of the businesses. For more information, visit www. allstates-worldcargo.com.

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Transportation Capital Investment Banking Corporation 52

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.

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Advisory Investment Banking Corporation Healthcare 52

Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

DataSync”), a leader in knowledge management and data analysis. 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.

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Investment Banking Government Corporation Advisory 52

Chesapeake Corporate Advisors

JUNE 26, 2024

“This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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Investment Banking Debt Corporation Advisory 52

Sica Fletcher

APRIL 11, 2024

This goal reflects their hopes for what their own post-closing life will look like, as well as aspirations for their agency under new management. We see retirement as the most common motivation behind this goal, as owners begin to consider options for new management when they start settling into their golden years.

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Insurance Advisory M&A Investment Banking 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.synergyecp.com.

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Capital Engineering Investment Banking Corporation 52

Chesapeake Corporate Advisors

JULY 10, 2023

Specializing in a wide range of disciplines including transportation engineering, civil engineering, environmental services, and construction management, WBCM offers comprehensive expertise to meet the diverse needs of public and private sector clients.

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Transportation Engineering Investment Banking Corporation 52

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

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Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

JUNE 26, 2024

“This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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Investment Banking Debt Corporation Advisory 40

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities. Klein & Co.

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Bank Banking Government Investment Banking 98

Chesapeake Corporate Advisors

OCTOBER 22, 2024

With manageable working capital requirements, the PE investor can grow the business without maintaining an asset-heavy balance sheet or funding constant upgrades. On the other hand, low capital-expenditure businesses tend to be labor dependent.

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Private Equity Government Investors Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

A business boasting a strong management team, a record of sustainable growth, and scalable operations stands out as an ideal candidate for a “platform-build” investment strategy. The transition is most effective when the investor and the business owner share a common vision for the company’s future.

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Middle Market Private Equity Equities Investment 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. Manageable Debt. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance M&A Valuation Advisory 52

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.

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Investment Banking Banking Bank Investment 105

Chesapeake Corporate Advisors

AUGUST 16, 2024

Your management team is strong and capable of leading the organization through the next phase of growth Your earnings before interest, taxes, depreciation, and amortization (EBITDA) is more than $5M. You have achieved some degree of scale in the markets you serve.

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Private Equity Equities Investment Business 52

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. Learn more at SicaFletcher.com.

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Insurance Valuation M&A S&P 52

Chesapeake Corporate Advisors

MAY 4, 2023

For instance, if much of your net worth is tied up in the company, as it is for many business owners, a partial sale could be an opportunity to mitigate risk and gain liquidity. What is the buyer’s plan for you and your management team?

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Business Mergers and Acquisitions Sale Corporation 52

Sica Fletcher

JUNE 11, 2024

Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Broker Insurance Valuation S&P 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com

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M&A Insurance Debt Equities 52

Sica Fletcher

MAY 29, 2024

As the first and only boutique M&A advisor to manage deals of over $1B, Sica | Fletcher has represented so many insurance agencies that we are considered “market makers” by industry experts, which makes us an ideal partner in your sale. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com

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M&A Insurance Equities S&P 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

Companies like Emerson even use these numbers to justify acquisitions like the Open Systems deal: Some consumer-focused companies here also have a subscription element, with customers paying monthly fees to manage their energy. But they do mostly debt/lending deals , not M&A advisory, which may not be what you want.

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Investment Banking Banking Bank Investment 59

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.

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Investment Banking Banking Bank Investment 105

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.

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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.

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