Mergers and Inquisitions

FEBRUARY 19, 2025

People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons. With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier.

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How2Exit

OCTOBER 9, 2023

-Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. He is also the host of the Buy, Grow, Sell podcast.

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How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. – Christine McDannell "Negotiation is a muscle that you build.

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Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), For tips on performing well at each stage, please see the articles on IB internships , internship preparation , S&T internships , and assessment centers. The rates trading article has some tips for S&T assessment centers and interviews.

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Mergers and Inquisitions

MAY 10, 2023

You’ll learn about the trade-offs of Singapore and other locations in this article. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. If you’re in the first group, congrats!

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Investment Banking Banking Bank Investment 105

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. Editor’s note: The original, full version of this article was published May 30, 2023, on The Deal’s premium subscription website. GHC) for about $550 million.

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Middle Market Private Equity Advisory M&A 52

The Deal

FEBRUARY 6, 2024

TM is the firm’s third acquisition of a boutique specialist since 2018. Editor’s note: The original, full version of this article was published Dec. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp., which has a focus on founder-led and family business clients.

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Mergers and Inquisitions

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one.

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Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” We’ve done deeper dives into insurance agency EBITDA multiples already, but here’s a quick breakdown from that article. hidden behind a paywall or b.)

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Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

JULY 12, 2023

This is a summary version, but it should be enough to give you some practice: The Video Tutorial and the Files If you prefer to watch or listen to this tutorial, you can get the 14-minute video walkthrough below: If you prefer to read, you can continue with this article. So, should we do the deal?

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Chesapeake Corporate Advisors

OCTOBER 22, 2024

This article was originally published on August 9, 2024 on the I-95 Business website. The government contracting sector has grown rapidly in recent years, and that trend might have you thinking about selling your government contracting business. If you go out to market, your most likely buyer will be a private equity (PE) group.

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Chesapeake Corporate Advisors

MAY 24, 2024

This article was originally published on December 1, 2023 on the I-95 Business website. If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report.

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Business Negotiation Investment Banking Sale 52

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. Selling your business may be one of the most pivotal events of your life. However, the process is fraught with complexities and challenges that can stand in the way of securing the best deal.

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Business Sale M&A Negotiation 52

Mergers and Inquisitions

JULY 17, 2024

Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. If you cannot do that, you could always aim for roles at boutiques or in adjacent fields, such as Big 4 Transaction Services or equity research , and move in from there.

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Growth Business

MARCH 4, 2024

This article was originally written and published by Praseeda Nair on 2 August 2017. With proper regulation, its use can be ringfenced, risks of bias and discrimination are minimised and criminals can be held accountable for wrongdoing.

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Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. This is not the case in IB until you reach a very senior level (for more on all these points, see the article on investment banker salaries ).

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Mergers and Inquisitions

AUGUST 7, 2024

Since I know Sam and the service, I’ve written this review/comparison article that outlines the program, who benefits from it, and how it differs from our coaching services. So, I’m not writing this article to make money. it ranges from “somewhat helpful” to “completely wrong”). Grades: You need at least a 3.0

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Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome. The fact is that great deals are still happening for A+ companies.

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Solganick & Co.

FEBRUARY 2, 2024

He said his boutique investment bank is in full-on hiring mode in order to keep up with the current dealmaking demand, with a likely uptick on the horizon. “At It will be telling when the money starts to really come back, what companies the market will be focusing on.” For the complete article go here: [link] Solganick & Co.

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Mergers and Inquisitions

MARCH 13, 2023

In this “emergency article,” I’ll cover: Exactly what happened , including some points I haven’t seen mentioned elsewhere. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs. It’s the second-biggest bank failure in U.S.

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Bank Banking Funds Government 123

Sica Fletcher

MAY 29, 2024

This article presents our insurance M&A 2024 outlook by providing some essential statistics on what insurance agencies are currently selling for, as well as a few predictions from our research team about what to expect for the rest of the year.

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Peak Frameworks

MAY 22, 2023

In this article, we will delve into the four main types of real estate – land, residential, commercial, and industrial – and explore the investment strategies, risks, and key considerations for each. ,1. Real estate plays a crucial role in the global economy, offering opportunities for investment, wealth creation, and economic growth.

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Sica Fletcher

JUNE 14, 2024

Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals. We’ll also detail some of the factors affecting these calculations.

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Insurance Valuation M&A S&P 52

Mergers and Inquisitions

MARCH 13, 2024

Most of this guide deals with the “late-stage VC” strategy, as dozens of other articles cover private equity strategies such as leveraged buyouts and traditional private equity. Also, you can get in more easily from a middle-market or boutique bank.

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Mergers and Inquisitions

AUGUST 16, 2023

I could stop this article here at ~50 words, but sometimes it’s fun to indulge in a fantasy, so I’ll continue with the topic and cover: Deal types , investment strategies, and top firms. Recruiting and whether you can break in without “donating” your kidney to Xi Jinping. is better for domestic funds.

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Private Equity Equities Recruitment Funds 94

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

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Insurance Advisory M&A Investment Banking 52

Sica Fletcher

JULY 31, 2024

The following article details the major trends we’ve identified in the current market and provides prospective sellers with a few insights to help them secure a favorable payout. Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals. Senior Attention.

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Mergers and Inquisitions

OCTOBER 18, 2023

And now, we return to questions #3 and #4 at the top of this article: 3) How would you compare capital markets and traditional IB offers? If it’s a 5-person regional boutique , take the BB capital markets offer. Should You Accept a Capital Markets Internship or Job Offer? 4) Are capital markets offers “worth” accepting?

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Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. There are also quite a few boutique banks in the space, including Marathon Capital, Onpeak Capital, CRC-IB, Finergreen, Virentis, Ocean Park, Global Power Partners, and Rubicon Capital.

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Mergers and Inquisitions

APRIL 19, 2023

I think this is a bit too complicated, so this article will use these 3 categories: Base Metals and Bulk Commodities – Anything used for energy (coal), as a precursor to other metals (iron ore), or to produce electronics, batteries, and other products (copper, cobalt, lithium, aluminum, etc.)

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Mergers and Inquisitions

DECEMBER 4, 2024

For more on these points, please see the public finance investment banking article and the analytical examples there. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. LionTree and Allen & Co.

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Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking: Recruiting Weve covered IB recruiting extensively on this site, including how to get an IB internship , how to break in at the MBA level , and how to get in as a lateral hire ; theres also an article about equity research recruiting.

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Mergers and Inquisitions

JUNE 5, 2024

We cover many of the trade-offs in the earlier wealth management vs. investment banking article , but in short: Investment banking has better exit opportunities at all levels. There are so many articles, guides, and resources about IB interview questions that you have no excuse to be caught unprepared.

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How2Exit

APRIL 29, 2024

rn rn rn Article: rn Navigating the Future of E-Commerce and Website M&A: Insights from Industry Expert Justin Harris rn The digital marketplace is constantly evolving, with mergers and acquisitions (M&A) playing a significant role in shaping the landscape. I guarantee that."

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Mergers and Inquisitions

SEPTEMBER 6, 2023

This WSJ article has a good summary graph: 2) Many teacher, firefighter, and other pensions have invested in PE firms and hedge funds , and regulators are concerned that they may be paying exorbitant fees for overstated performance. In the U.S., Up until now, the HSR filing has mostly been a formality.

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How2Exit

JANUARY 13, 2025

Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. With a career path that started unexpectedly in college through managing Facebook posts for a PR firm, Brian built and exited his first business right after graduation.

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Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). That said, we will address some of these cases in this article due to the usage of the term off-cycle.

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