PE Hub

AUGUST 11, 2023

Macquarie Capital is the corporate advisory, capital markets and principal investing arm of Macquarie Group. The post Macquarie Capital names Christopher Hieb as managing director appeared first on PE Hub.

Capital 59

Capital Management Advisory Capital Market 59

The TRADE

JUNE 17, 2024

The move follows a Series A finding round of £15 million in 2021, with this latest investment set to fund the firm’s commercial development, including expanding its sales, product and marketing capabilities in the US, UK, Ireland, Singapore and Australia.

Funds 67

Funds Investment Manager Capital Market Investment 67

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms). if you have a solid accounting background.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Periculum Capital

OCTOBER 20, 2021

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Revelant Technologies (“Revelent” “Company”), a leading Mulesoft implementation and integration partner, in its recapitalization and growth equity investment by Inoca Capital Partners, LLC. appeared first on Periculum Capital.

Capital 52

Capital Equities Investment Advisory 52

Solganick & Co.

JANUARY 9, 2023

has hired Nicholas Brouwer as a Senior Investment Banking Analyst in its Manhattan Beach, CA office. is a data-driven investment bank and M&A advisory firm focused exclusively on software and tech-enabled services companies. Solganick & Co. About Solganick & Co. Solganick & Co.

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking M&A Advisory 52

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. Some merchant banks may be affiliated with other retail or investment banks, but this specialized branch of banking does not provide services to the general public. Regular individuals have retail banks. What do medium to big-sized businesses have? The answer: Merchant banks.

Banking 52

Banking Bank Business Underwriting 52

Periculum Capital

JUNE 30, 2021

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

The Deal

FEBRUARY 7, 2024

middle market for expansion and will continue to evaluate acquisitions following a pair of high-profile deals in the past two years. market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Capstone, too, has a penchant for middle market deals.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Periculum Capital

JULY 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

Tyton Partners

FEBRUARY 8, 2024

[BOSTON, February 8, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announced today the results of its latest report, Investing in Tomorrow: Lifetime Value of Financial Education in High School.

Education 52

Education Investment Finance Finance 52

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. John D’Agostini was appointed co-head of investment banking, joining Clear Street from JonesTrading, where served as managing director, investment banking for over 12 years.

Trading 62

Trading Investment Banking Bank Banking 62

The TRADE

OCTOBER 13, 2023

Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions.

Bank 57

Bank Banking Acquisitions Investment Banking 57

Periculum Capital

MARCH 12, 2022

The Company relied on Periculum to run the process given Periculum’s extensive lender relationships and experience in the debt capital markets. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Debt 52

Debt Food Debt Capital Markets Capital 52

Periculum Capital

MAY 11, 2023

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab’s unwavering commitment to the success of this firm over the past decade has been instrumental in the development of our advisory practice. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Advisory 52

Advisory Corporate Finance Capital Middle Market 52

Periculum Capital

APRIL 13, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

MAY 14, 2024

We couldn’t be happier with our choice of an investment banker and the results we achieved.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

Periculum Capital

JUNE 6, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

JANUARY 7, 2021

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab has been an integral part of our advisory practice, leading transactions from start to finish and developing a growing network. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. We are excited for his continued growth.”

Advisory 40

Advisory Middle Market Corporate Finance Capital 40

Solganick & Co.

SEPTEMBER 29, 2024

September 30, 2024 – Solganick , a data-driven investment bank focused exclusively on software and IT services companies, announced the addition of a senior level hire to launch and lead the firm’s cybersecurity M&A practice. Davidson and Imperial Capital. For more information, please contact us.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Acquisition Advisories 40

Periculum Capital

MAY 21, 2024

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Food Retail 52

Periculum Capital

OCTOBER 27, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale 52

Sale Management IT Advisory 52

Periculum Capital

JULY 13, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The post Periculum Advises Pet Palace Enterprises, LLC.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

DECEMBER 23, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Negotiation 52

Tyton Partners

MARCH 13, 2024

BOSTON, March 13, 2024 (GLOBE NEWSWIRE) — Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 2 of their latest Choose to Learn K-12 initiative, The Open-minded K-12 Parent Journey and Barriers to Action. Learn more at www.tytonpartners.com.

Education 69

Education Consulting Mergers and Acquisitions Investment Banking 69

Accenture Capital Markets

DECEMBER 5, 2023

Clients want an end-to-end mobile offering, but they aren’t getting it today—and a big reason for that is a lack of investment. The post The battle for better: Mobile apps in wealth management appeared first on Accenture Capital Markets Blog. What asset classes should the app support?

Management 110

Management Bank Banking Investors 110

The TRADE

JULY 7, 2023

Firms that continue to make these investments and leverage the best technologies available will have the edge in 2023 and beyond. What is the driver behind Clear Street’s new investment banking unit? With the right alignment and access to technology, many hedge funds will see the coming landscape changes as alpha drivers.

Capital Market 52

Capital Market Risk Management Investment Banking Capital 52

The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years.

Investment Banking 62

Investment Banking Finance Finance Equities 62

Accenture Capital Markets

SEPTEMBER 5, 2023

United Capital’s FinLife platform for RIAs focuses on advice for employment and spending behavior, rather than investment portfolios. [2] 2] By separating the financial planning layer from the broader technology platform, United Capital’s FinLife platform for RIAs is able to generate incremental revenue strictly from advice.

Consulting 75

Consulting Management Capital Market IT 75

Periculum Capital

NOVEMBER 2, 2023

There are a lot of investment bankers out there, so I did my research and found that one of the best just happened to be in my backyard. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Capital Advisory 52

Solganick & Co.

JANUARY 2, 2024

Funding and Financing Issues : If the buyer faces difficulties in securing financing or if the capital market conditions change adversely, it can impact the deal structure or completion. Lack of Proper Advisement : Not using experienced M&A advisors (investment banker, legal, accounting, tax, etc.) About Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Periculum Capital

MARCH 11, 2022

SHHS is a market-leading home healthcare service provider that was experiencing significant growth, in-part because of post-pandemic increases in demand for home-based healthcare. The leadership team of Select Home Health is well known in the Midwest market for providing exceptional care to individuals and their families.

Sale 52

Sale IT Healthcare Capital 52

Peak Frameworks

OCTOBER 30, 2023

Investment Banks: Institutions like Goldman Sachs and J.P. Morgan, which offer services in underwriting and M&A advisory. This can be trading on behalf of their clients (like when you buy a stock through a bank's brokerage service) or proprietary trading where banks invest their own money.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

Accenture Capital Markets

NOVEMBER 2, 2023

Two other findings are also important when thinking about the RM role: First, clients see high value (the green circles) nearly only in advisory, and there is just moderate or low perceived value in RMs’ other tasks. The post How Gen AI can boost relationship managers’ productivity appeared first on Accenture Capital Markets Blog.

Management 85

Management Advisory Risk Management Business 85

Periculum Capital

MARCH 8, 2024

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 15, 2022

For more information about the intricacies of M&A transactions that implicate national security, foreign investment, or FOCI mitigation, please reach out via email to Sean Frazer (sfrazer@periculumcapital.com) or Chris Caniff (ccaniff@periculumcapital.com). Periculum, along with the Company’s owner, A.J

Sale 52

Sale IT Government M&A 52