Boutique Bulge Bracket Sale 
Mergers and Inquisitions
DECEMBER 4, 2024
Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Teams are often bought and sold based on this future potential rather than today’s cash flows. LionTree and Allen & Co.
Mergers and Inquisitions
NOVEMBER 22, 2023
I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. What is a “Bulge Bracket Bank”? The name “bulge bracket” (BB) comes from the prospectus for an IPO or debt issuance, which lists all the banks underwriting the deal.
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Mergers and Inquisitions
JANUARY 22, 2025
The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. bulge bracket research team to startup PE firm).
Mergers and Inquisitions
JANUARY 10, 2024
The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)
Mergers and Inquisitions
OCTOBER 18, 2023
Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll also draft sales team memos and registration statements and conduct due diligence if you’re leading the offering. If it’s a 5-person regional boutique , take the BB capital markets offer.
Mergers and Inquisitions
JUNE 5, 2024
Many people find wealth management work boring or repetitive and do not like the heavy sales/cold-calling aspects. If you want higher compensation, the ability to advance without being great at sales, or more interesting work, many other options are far more accessible.
Mergers and Inquisitions
JULY 12, 2023
This startup claims that its service can boost Analyst productivity by 30% and generate millions in extra fees for the average bank, and it plans to sell it to boutique banks for $2,000 per month. PitchBookGPT could target large banks ( the bulge brackets ) instead, as they are more willing to pay for training and productivity tools.
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