Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. It’s one area where people on both sides tend to talk past each other : Bankers say that wealth management roles pay less, offer less interesting work, and lack good exit opportunities.

Investment Banking 59

Investment Banking Management Bank Banking 59

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.

Business 130

Business Negotiation Book-building Shares 130

OfficeHours

FEBRUARY 9, 2024

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. Given that we were mainly doing sell-sides at the EB, a lot of the analysis work was valuation as well as positioning the company and helping the management team with the presentations.

Private Equity 173

Private Equity Recruitment Banking Bank 173

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

Mergers and Inquisitions

APRIL 24, 2024

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. Management consulting firms like to hire candidates from diverse backgrounds, but for tech and finance roles, you have a big advantage with relevant work experience.

IT 59

IT Investment Banking Recruitment Finance 59

How2Exit

JUNE 26, 2023

Communication is also key when it comes to building excitement and removing fear, uncertainty, and doubt. Concept 6: Manage Culture To Maximize Value When it comes to M&A, culture is a key factor to consider. Additionally, companies should spend two to three years prepping their books and revenue to maximize value.

M&A 130

M&A Mergers and Acquisitions Acquisitions IT 130