Book-building, Consulting and Portfolio - Investment Banking Today

How Will ChatGPT Change M&A?

Midaxo

APRIL 17, 2023

Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.

M&A

M&A Mergers and Acquisitions Consulting Book-building

Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

How2Exit

DECEMBER 11, 2023

Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability).

Acquisitions

Acquisitions Mergers and Acquisitions Business Education

Roman Beylin: Revolutionizing Due Diligence with DueDilio

How2Exit

AUGUST 28, 2023

Prospective service providers must fill out an application and undergo a face-to-face interview to assess their background, experience, and client portfolio. He has built a network of over 200 service providers, including M&A attorneys, financial due diligence experts, technology consultants, and more.

Mergers and Acquisitions

Mergers and Acquisitions M&A Business Acquisitions

What is Upfront Payment and How to Ask for One?

Razorpay

SEPTEMBER 19, 2024

This practice is common in various industries such as freelancers, consultants, and service providers. software, e-books, music) Physical goods from online retailers Pre-orders for upcoming product releases 2. For new clients, consider starting with smaller projects or paid trials to build trust before larger commitments.

Book-building

Book-building Consulting Business Funds

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

Mergers and Inquisitions

APRIL 24, 2024

These pre-MBA programs are the most prominent in consulting , finance, and technology , which makes sense since most MBA students target these industries. 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

IT Investment Banking Recruitment Finance

The shift in wealth management that needs to happen

Accenture Capital Markets

OCTOBER 26, 2022

FAs need new strategies to help increase investors’ awareness on how to access knowledge on investing, on the capital markets themselves, and the role of the FA in preparing a professional, personalized portfolio. Special thanks to Sofia Eckrich , Senior Consultant – Strategy, Banking and Capital Markets for contributing to this blog.

Management

Management Capital Market Retail Investors

8 Proven Marketing Strategies for Sustainable Growth

Software Equity Group

APRIL 4, 2023

While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. Built a Talented Team With investment dollars and significant business goals came the need to build a team to execute the strategy effectively.

Sale

Sale Book-building Business M&A

Eyes on a new prize: How outsourced trading has taken off and why the attention is now turning to larger managers

The TRADE

DECEMBER 21, 2023

Hedge fund launches now often choose outsourced trading over building their own capabilities. For them, it’s about building a brand with the sell-side, ensuring that they get all the resources they require.” But that’s not to say it’s going to be for everyone.

Trading

Trading Management Funds Asset Management

Renewable Energy Investment Banking: How to Make Greens by Going Green

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking

Investment Banking Bank Banking Investment

The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

OCTOBER 18, 2024

So you can see how this growth and momentum just starts to really build over time.” We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds.

Funds

Funds Broker Banking Bank

How To Sell My Business – A Step By Step Guide

GillAgency

FEBRUARY 10, 2022

But it can be done and although the results are far better by engaging an experienced broker or consultant, one that partners with you to sell your business, this article will give you all the tools you need if you were to go at it by yourself. In these situations, you can always bring on a business consultant.

Business

Business Sale Broker IT

Unleashing Synergy: A Guide to Strategic Integration and Value Amplification for Internal Business Groups

Devensoft

AUGUST 24, 2023

Unlike traditional external collaborations, where integration efforts may be outsourced or guided by external consultants, the internal integration model places the reins of control squarely within the capable hands of the organization itself. Address concerns and gather feedback to enhance the integration strategy and build support.

Business

Business Collaboration Mergers and Acquisitions Management

Corwin Cleansing Denied In Action For Post-Closing Injunctive Relief Under Unocal

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. 2] By early 2021, Limelight had pursued a number of turnaround initiatives (including hiring a new CEO, implementing a turnaround plan and retaining a consultant), but these measures were unsuccessful.

Mergers and Acquisitions

Mergers and Acquisitions Stock IT Acquisitions

Post-Merger Integration Playbook: A Step-by-Step Guide to Successful M&A Transactions

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. This can help build trust and maintain support for the transaction among key stakeholders.

M&A

M&A Mergers Mergers and Acquisitions Management

What is e-Mandate? Meaning, Registration and How Does It Work?