The Harvard Law School Forum

OCTOBER 19, 2022

Posted by Mary Ann Deignan, Rich Thomas, and Christopher Couvelier, Lazard, on Wednesday, October 19, 2022 Editor's Note: Mary Ann Deignan is Managing Director; Rich Thomas is Managing Director and Head of European Shareholder Advisory; and Christopher Couvelier is Managing Director at Lazard. This post is based on a Lazard memorandum by Ms.

Accountant 85

Accountant Government Corporation Funds 85

Solganick & Co.

FEBRUARY 16, 2022

Wipfli focuses on emerging and mid-market organizations with specialized knowledge in industries including financial institutions/services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology, tribal gaming, and government.

Consulting 52

Consulting IT Sale M&A 52

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. Several types of debt financing exist , including recurring revenue lending, non-bank cash flow lending, and loans from financial institutions.

Finance 52

Finance Finance Debt Equities 52

Solganick & Co.

DECEMBER 27, 2023

AI in Financial Services : AI’s application in financial services, such as for fraud detection, algorithmic trading, and personalized financial planning, is growing. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. About Solganick & Co.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Razorpay

DECEMBER 15, 2024

Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. It offers a broad range of services, including estate planning, tax advisory, retirement planning, and specialized lending. Let’s have a look.

Banking 52

Banking Bank IT Management 52

Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). Klein & Co.

Banking 98

Banking Bank Government Investment Banking 98

Mergers and Inquisitions

DECEMBER 4, 2024

Recruiting and Daily Life as an Analyst or Associate in Sports Investment Banking Sports investment banking is not particularly specialized, so you don’t get extra points for having “industry experience” in the same way you might in an oil & gas , mining , or financial institutions group.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Intrepid Banker Insights

APRIL 1, 2025

Kraft will report to Intrepid’s Head of Financial Sponsor Coverage, Steve Nelson. “We are thrilled to have Dan join to bolster our rapidly growing Financial Sponsors practice,” said Nelson. Kraft began his career at Bank of America in Corporate Banking, serving large-cap, investment grade clients.

Management 52

Management Private Equity Middle Market Advisory 52