Boutique bank founded by Goldman dealmakers aims for UK expansion
Financial Times - Banking
JULY 15, 2024
Ardea Partners hires City grandee Sir Ian Cheshire as it tries to win more business in Britain
Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition
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. based clients.
Business 
130
130 Join 38,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Deal drought raises stakes for boutiques
Financial Times - Banking
JUNE 5, 2023
News, analysis and comment from the Financial Times, the worldʼs leading global business publication
Boutique 75
75 
Simon Bedard: Founder of Exit Advisory Group on Helping Business Owners Exit Well
How2Exit
OCTOBER 9, 2023
Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Legacy and the impact of money should be considered in business exits and negotiations.
Advisory 130
130 
How to Select a Business Broker
Sun Acquisitions
JULY 6, 2022
Selling a business is tough. And that’s why you need to have a seasoned business broker to guide, assist, and advise you during the process. In this post, we consider six questions that will help you know how to select a business broker. Every broker you’ve shortlisted should ideally be a certified business intermediary (CBI).
Broker 98
98 
BCS Global Markets prime sales lead departs for boutique emerging markets bank
The TRADE
AUGUST 2, 2023
One of BCS Global Markets’ prime services sales leads has left the investment bank to join boutique merging markets broker and investment bank BancTrust. Grigoriy Kozin has been appointed head of business development, prime services and electronic execution at BancTrust after three years in his role at BCS.
Boutique 52
52 
Freestate Electric, LLC Acquired By Sojitz Energy Services LLC
Chesapeake Corporate Advisors
OCTOBER 28, 2024
Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S. Sojitz conducts businesses such as manufacturing, selling, importing, and exporting a multitude of products. Freestate has annual revenue of approximately $300 million.
Corporation 98
98 
Business Services 2Q 2024 M&A Report
Focus Investment Banking
JULY 17, 2024
2Q 2024 M&A Report : This quarter there was a noticeable increase in demand for specialized business services within middle market M&A transactions. This period also saw a rise in competition, with boutique consulting firms focusing on specific niches and providing innovative strategies to adapt to changing market conditions.
M&A 52
52 
Is Public Finance In Your Blood?
H. Friedman Search
APRIL 25, 2024
Is there one thing that sets them apart from any other candidate – whether they are at a small, boutique law firm or a large, bulge-bracket investment banking firm? It’s those individuals who, even though they complain about the late-night city council meetings, are going to miss this business.
Finance 240
240 
Business Services 1Q 2024 M&A Report
Focus Investment Banking
APRIL 30, 2024
1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies.
M&A 52
52 
Tick Tock Goes The Public Finance Firms Hiring Clock
H. Friedman Search
APRIL 11, 2024
There seems to be a common pattern among public finance firms, whether they be investment banks, regional banks, boutiques, or large and small law firms. Hopefully, today’s blog can reassure candidates who are waiting for some action from the hiring managers. What’s the pattern? The common thread is no one is hiring quickly.
Finance 234
234 
Connecting Audiences: Fintech Digital’s Human-Centric Digital Marketing Strategy
Global Banking & Finance
OCTOBER 25, 2023
In the vast digital landscape, where algorithms and analytics often take precedence, a boutique digital marketing agency stands apart from the rest. Chicago-based Fintech Digital is taking the fintech marketing world by storm with its unique approach to championing a human-centric marketing perspective that goes beyond numbers and clicks.
Boutique 98
98 
Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year
Mergers and Inquisitions
DECEMBER 4, 2024
Beyond that experience, bankers look for the same qualities as always: High grades, a good university or business school, previous finance internships, and networking and interview prep. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples.
AI could add $500bn to value of SMEs globally
Growth Business
AUGUST 15, 2023
By Timothy Adler on Growth Business - Your gateway to entrepreneurial success Artificial intelligence could add $500 billion in value to SMEs globally, whether they develop AI applications for others or use it themselves. Compliance Embedding AI in legal and compliance operations will be particularly transformative for enterprises.
Business 98
98 
UK growth business events and exhibitions calendar
Growth Business
APRIL 16, 2024
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success With the aim of bringing our readers an extensive UK business events, exhibitions and trade fairs diary, Growth Business will be continually updating this page as new events come onto our radar. It stands for Festival.
Business 52
52 
Charles River appointed to manage front-office operations for Perpetual
The TRADE
MARCH 25, 2024
State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.
Management 69
69 
How much equity should you give away when taking investment for growth?
Growth Business
OCTOBER 25, 2024
By Michael Goodwin on Growth Business - Your gateway to entrepreneurial success Many entrepreneurs’ burning question when considering investment for growth is how much equity to give away. Suppose your business is a fast-growth technology startup, and you’re speaking to tech-focused angel investors or venture capitalists.
Equities 98
98 
Perpetual merges regional asset management businesses under one global umbrella
The TRADE
AUGUST 24, 2023
Perpetual Group has merged its existing regional asset management businesses to form one global division led by a newly created role of chief executive of asset management. The Group said the move will help it to reap the benefits of a “global multi-boutique model” as well as a global distribution team in asset management.
9 Concepts We Can Learn About Raising Capital From How2Exit's Interview W/ Richard Luftig
How2Exit
MAY 23, 2023
It can be difficult to navigate the ever-changing landscape of the business world, but it is possible to adapt to uncertain times. Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. Technology has changed the way money is raised and how businesses operate.
Capital 130
130 
When It’s Time to Sell Your Business, an Experienced Team of Trusted Advisors is a Must
Chesapeake Corporate Advisors
MAY 7, 2024
This article was originally published on June 8, 2023 on the I-95 Business website. Selling your business may be one of the most pivotal events of your life. While you might be tempted to go it alone, experience shows that business owners achieve the optimal results when they partner with knowledgeable advisors to sell the company.
Business 52
52 
Fireline Corporation Acquired by Encore Fire Protection
Chesapeake Corporate Advisors
JANUARY 15, 2025
Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. and Northern Virginia markets. For more information, visit www.encorefireprotection.com.
Corporation 52
52 
Thinking of Selling Your Business? Why You Need a Sell-Side Quality of Earnings Report
Chesapeake Corporate Advisors
MAY 24, 2024
This article was originally published on December 1, 2023 on the I-95 Business website. If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. This figure helps the buyer determine if the business is operationally efficient and adequately funded.
Business 52
52 
Reflecting on 2024: a landmark year for Equiteq
Equiteq
JANUARY 15, 2025
As we prepare to celebrate our 20th anniversary, we have not only achieved record-breaking results but also strengthened our position as the leading global sector boutique, delivering exceptional M&A outcomes in the tech services and consulting industries across all our regions. Here are some key highlights and insights from the year:
Boutique 52
52 
Selling Your Business to a PE Group: What to Know as You Contemplate a Deal
Chesapeake Corporate Advisors
SEPTEMBER 13, 2024
When you decide to sell your business, it is likely you will generate interest from various types of buyers. PE firms invest in a business in one of two ways: as a platform company (which serves as a foundation upon which to add other businesses) or as an add-on to an existing platform company.
Business 52
52 
Credit Suisse fixed income head joins Vontobel
The TRADE
JANUARY 26, 2024
Jackson joined the business this week and is set to report to co-chief executive and head of investments, Christel Rendu, The TRADE understands. The move follows Lue-Fong’s retirement after three decades in the business, which has included stints at: Pictet Asset Management, Standard Bank Group, and Invesco.
Boutique 59
59 
BESTINVER sales trader joins MIT SIM
The TRADE
JULY 5, 2024
Brokerage business MIT SIM has appointed Neil Terence O’Connor as equity trader. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER.
Sale 59
59 
CCA Promotes Tim Brasel to Managing Director
Chesapeake Corporate Advisors
MAY 6, 2024
Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group. Smith School of Business of the University of Maryland. Tim holds a B.S.
Management 52
52 
01-15-2024 Newsletter: Make 2024 Your Year to Recruit
OfficeHours
JANUARY 15, 2024
Centerview Partners hikes UK staff pay to record £413k per head The boutique paid its UK staff more than at any point since it set up in the country in 2009 Taking a Break and Coming Back Stronger After a year of hard work and numerous success stories, we decided to take a step back to recharge and refocus. until 11:59PM ET tonight only !
Recruitment 130
130 
Why the Highest Offer Isn’t Always the Best Offer When Selling Your Business
Chesapeake Corporate Advisors
MAY 2, 2023
When you decide it is time to exit your business, the top question on your mind is likely to be, “How much can I sell the company for?” Maybe you read about a recent deal for a similar business or heard rumors about how much a colleague’s company sold for. Most owners enter the sale process with a figure in mind.
Business 52
52 
10 Questions to Ask Yourself When You Receive an Unsolicited Offer to Buy Your Business
Chesapeake Corporate Advisors
MAY 4, 2023
As a business owner, you probably envision selling your company eventually and enjoying the fruits of your labor. What you probably do not envision is turning down an unsolicited offer to buy the business. Having a business valuation conducted periodically ensures you have a point of comparison if an unsolicited offer comes along.
Business 52
52 
Where to find fintech investment
Growth Business
NOVEMBER 23, 2023
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The UK is a global leader in fintech. They are thematic investors in fintech (financial services, real estate, insurance) and deep tech (AI enabled transformation, security, IoT), across B2C, B2B and B2B2C businesses. mortgages, insurance) software (e.g.
Investment 111
111 
Vanderbilt University Investment Banking Placement (Using Data)
Peak Frameworks
SEPTEMBER 11, 2023
Named in honor of American business magnate, Cornelius Vanderbilt, Vanderbilt is a highly-regarded university with a long legacy. Vanderbilt is home to the Owen Graduate School of Management , a highly-ranked business school that offers an MBA and Executive MBA program.
CCA Welcomes Miles Gally to Our Investment Banking Team
Chesapeake Corporate Advisors
MAY 12, 2023
Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team. A native of Rockville, Maryland, Miles holds a B.A.
What is Six Sigma? A Strategy to Improve Business Processes
Peak Frameworks
SEPTEMBER 19, 2023
Six Sigma is a set of tools and principles that are designed to improve business processes. Originally designed for manufacturing, Six Sigma has become a ubiquitous concept in many areas of business. Financial firms, from Wall Street giants to boutique investment banks in Europe, have recognized its value.
Business 52
52 
University of North Carolina at Chapel Hill (UNC) Investment Banking Placement
Peak Frameworks
SEPTEMBER 11, 2023
UNC is home to the Kenan-Flagler School of Business, a highly-ranked business school that offers both undergraduate and graduate classes. Accordingly, UNC has one of the lowest Elite Boutique %s on our target school list, sending just 5% to these independent advisors. UNC has no presence at many of the elite boutiques.
University of California, Los Angeles (UCLA) Investment Banking Placement
Peak Frameworks
AUGUST 10, 2023
UCLA is home to the Anderson School of Management , one of the top graduate business schools in the country. Unlike other competing Californian universities, UCLA does not have an explicit undergraduate business student population. News # of Business School Undergrads: 0 Median Starting Salary (2022): $70k President: Michael V.
Edmond de Rothschild AM names new head of distribution for DACH region
The TRADE
JULY 12, 2024
. “Regine’s appointment as head of distribution for the DACH region is a recognition of her outstanding contribution to the business over the past three years,” said Jacot. Elsewhere, Wiedmann was head of marketing and key account manager at the investment boutique Tiberius Asset Management, also based in Zug, Switzerland.
KNG Securities appoints former VTB Capital fixed income head as new emerging market sales lead
The TRADE
JUNE 12, 2023
Fixed income investment banking boutique KNG Securities has appointed Fernando Ortega as its new head of emerging market sales. Ortega’s appointment follows a string of recent hires from KNG Securities as part of its strategy of expanding in emerging markets across all areas of its business.
Sale 64
64 
Top Private Equity Firms for Associate Opportunities
OfficeHours
JUNE 2, 2023
What separates Blackstone from some of its mega-fund competitors are the types of businesses that it chooses to invest in. you can really deep dive into how a business works, its operational effectiveness, efficiencies, and inefficiencies.
Private Equity 147
147 
Duke University Investment Banking Placement (Using Data)
Peak Frameworks
AUGUST 29, 2023
Duke is home to the Fuqua School of Business , one of the country's top postgraduate business programs. Duke's Fuqua School of Business does not have an undergraduate student program. Duke sends only 12% to Elite Boutiques and has no presence at many of the top elite boutiques. Morgan and Bank of America.
People Moves Monday: In case you missed it
The TRADE
AUGUST 7, 2023
He took up his role as chief executive officer of the institutional clients group in 2019 after previously serving in the bank’s markets and securities services business. Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities.
IT 52
52 
The TRADE’s most read stories of the year part three: Regulation, consolidation and resignation
The TRADE
DECEMBER 29, 2023
Perpetual merges regional asset management businesses under one global umbrella At number two in our most read stories series, we have the announcement that Perpetual Group had merged its regional assets management businesses to form one global division in August.
Asset Management 111
111 
People Moves Monday: A series of senior appointments
The TRADE
JUNE 19, 2023
BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte.
Sale 64
64 
University of Miami Investment Banking Placement (Using Data)
Peak Frameworks
OCTOBER 2, 2023
UMiami is home to the Herbert Business School , which offers both graduate and undergraduate programs. UMiami is the only school on our target school list to feature no elite boutique hires. News # of Business School Undergrads: 3,338 Median Starting Salary (2022): $54k President: Julio Frenk U.S.
Let's personalize your content