Mergers and Inquisitions

JANUARY 10, 2024

There is some overlap because at the large banks, wealth management clients often get early/privileged access to investment banking products, such as upcoming IPOs, equity/debt offerings, or new investment products. Investment Banking: Deep and short-term coverage (just until the deal is done!).

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

JULY 12, 2023

They plan to target these smaller and mid-sized banks because they’re easier to reach and they have fewer resources for pitch book creation. Also, small banks depend far less on long and detailed pitch books than large banks. But this company makes a common mistake with this claim: it assumes it will capture 100% of this market.

Capital 52

Capital Valuation Boutique Bank 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

For growth-stage companies, you will see plenty of equity offerings: IPOs , SPACs , PIPEs, and follow-on issuances. 146) SunPower / Maxeon – Spin-Off (Centerview and GS) Investor Presentation CBRE and Blackstone / Altus Power – SPAC / IPO (Citi, JPM, MS, and Duff & Phelps) IPO Investor Presentation Fairness Opinion (pg.

Investment Banking 59

Investment Banking Bank Banking Investment 59