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Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition

How2Exit

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.

Business 130
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LiquidityBook acquires Messer to boost multi-asset capabilities

The TRADE

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. With regard to our buy-side clients, and especially newer or smaller funds, time and again we hear their need to shadow their fund admins or manage their own books and records.

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02-09-2024 Newsletter: Intention to Lateral?

OfficeHours

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. You have to start from the bottom again and build a solid reputation, even if you had been viewed as a “top-bucket” at the prior firm, which can be challenging. WHY CHOOSE US?

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Wealth Management vs. Investment Banking: Career Deathmatch

Mergers and Inquisitions

For example, they might ask you how to use a DCF, what bond yields are, or the trade-offs of debt vs. equity – but but they won’t ask you to build a DCF model or calculate Unlevered Free Cash Flow. As with the job itself, the theme is breadth over depth.

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The Full Guide to Pre-MBA Internships: Are They Worth It?

Mergers and Inquisitions

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT 59
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Investment Banking in India: Please Avoid It and Try Again in Another Country

Mergers and Inquisitions

Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. They’re mostly supporting pitch books and deal execution in other regions, not working on domestic deals from start to finish. or Europe and recruiting there.

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From Wealth Management to Investment Banking: How to Make the Leap

Mergers and Inquisitions

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).