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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.

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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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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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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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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 ).

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A new chapter for RBC BlueBay Asset Management’s London-based fixed income trading desk

The TRADE

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. It’s not building up over weeks and weeks. Also falling under the team’s developed markets umbrella is the convertible bonds book of business. We have to act quickly on them.

Trading 98
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SSGA’s Sharon Ruffles on fixed income trading: It’s a different job every day

The TRADE

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. A novel concept to greener traders. On our last business day, that multiplies by 10 taking it to 5,000 but with the same amount of people.

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