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

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? Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

M&A 52

M&A Capital Raising Investment Banking Business 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.

Insurance 52

Insurance Advisory M&A Investment Banking 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

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.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?

Banking 52

Banking Bank IT Management 52

Focus Investment Banking

SEPTEMBER 10, 2023

What does this mean for small to medium-sized businesses (SMBs) that struggle to manage rising costs of goods and labor in order to compete in today’s marketplace? As a result, business owners can spend less time managing their business and more time growing it. The fact is many AI tools are affordable and easy to use.

Business 52

Business Mergers and Acquisitions Management IT 52

Growth Business

MARCH 1, 2024

The standard private equity model involves a firm raising capital from a number of institutional investors, such as pension funds and sovereign wealth funds, and investing this money on their behalf into privately owned companies. By contrast, there remains a high level of uncertainty about the final destination of the Brexit process.

Private Equity 59

Private Equity Equities Investment Business 59

How2Exit

JULY 13, 2023

They mention that they have focused their efforts on the right half of the country, as it is more manageable and convenient for them. Finally, the guests discuss the current market trends in private equity and capital raising. The show then shift the conversation to the progress of their chocolate roll-up project.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

APRIL 29, 2025

A spokesperson from Stifel confirmed a change to its footprint in cash equities is likely as part of a shift in focus towards become an advisory-led business in Europe, with capital raising capabilities for mid-market issuers. Departures have also been prompted across the electronic and DMA team.

Equities 52

Equities Sale Trading Electronics 52

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Focus Investment Banking

MARCH 27, 2025

According to Giorgio Andonian , Managing Director at FOCUS Investment Banking , preparation is key to achieving the best outcome. 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. Ill start off with that. Im a tire guy through and through.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52