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

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research.

Banking 52

Banking Bank Business Underwriting 52

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

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

Solganick & Co.

SEPTEMBER 29, 2024

Most recently, Michael served as a vice president in the Technology & Services group at Raymond James, where he advised leading infrastructure technology companies on M&A and capital raising transactions. Davidson and Imperial Capital. Michael is based in Los Angeles, CA. “We

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

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

iMerge Advisors

APRIL 16, 2025

For founders, CEOs, and investors, understanding the evolving valuation landscape is not just a matter of pricingit's a strategic imperative that informs everything from capital raises to exit timing. Deal Structuring Is More Nuanced With buyers more cautious and capital more expensive, deal structures in 2025 are increasingly complex.

Valuation 40

Valuation Private Equity M&A Equities 40

Focus Investment Banking

AUGUST 15, 2023

Mr. McCraw has over 30 years experience serving clients with mergers & acquisitions, advisory services, and business consulting, in addition to starting two businesses of his own and serving as a private company executive. He has also spoken before the Thomson Reuters Midwestern M&A/Private Equity Forum, J.P.

Investment Banking 52

Investment Banking Banking Bank Management 52

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. They may also offer services such as loans, lines of credit, and access to private equity and venture capital investments.

Banking 52

Banking Bank IT Management 52

How2Exit

JULY 13, 2023

Finally, the guests discuss the current market trends in private equity and capital raising. Private equity firms, strategic buyers, and even competitors are all cautious in their investment decisions. The term "scared money" refers to buyers who are risk-averse and prefer to invest in lower-risk opportunities.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

APRIL 29, 2025

US investment bank Stifel is re-evaluating its UK sales trading unit, with a number of positions across cash equities expected to be cut, sources have told The TRADE. Both individuals have previously worked in equity trading roles at Cazenove. Departures have also been prompted across the electronic and DMA team.

Equities 52

Equities Sale Trading Electronics 52

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. While plenty of bankers and equity research professionals from healthcare teams enter biotech hedge funds, people with advanced degrees (M.D., or Ph.D.),

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? What Does a QoE Report Cost and Who Prepares It?

M&A 40

M&A Valuation Advisory Negotiation 40

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

Focus Investment Banking

MARCH 27, 2025

Additionally, for those looking to expand rather than exit, securing the right capital and investment partners can help fuel growth while maintaining control over their business. We also do buy side for some larger entities and now were really making a push on capital raises and the capital markets as well.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52