Boutique Business Financial Models 
Chesapeake Corporate Advisors
OCTOBER 28, 2024
Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S. Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. Offit Kurman served as legal counsel to Freestate.
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.
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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. Offit Kurman served as legal counsel to Fireline. and Northern Virginia markets.
Wizenius
OCTOBER 3, 2024
Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client 2) Kick-off meeting for a new deal 3) Meeting to gather data for Information Memorandums, financial models or meetings to introduce the client to potential investors etc. The more senior you are, the more you travel.
Mergers and Inquisitions
JANUARY 22, 2025
People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.
Wizenius
MAY 27, 2024
Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client, 2) Kick-off meeting for a new deal 3) Meeting to gather data for work on the Information Memorandums/financial models or meetings to introduce the client to potential investors etc.
Mergers and Inquisitions
MARCH 13, 2023
To explain this point, we need to step back and explain the business model of commercial banks. Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Some sources describe it like this: The bank accepts deposits from customers and pays them interest.
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