Global Newswire by Notified: M&A

DECEMBER 21, 2023

21, 2023 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc., a boutique self-storage and commercial real estate advisory firm, along with their client, Strategic Storage Growth Trust III, Inc. IRVINE, Calif., SSGT III”), a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc.

Negotiation 52

Negotiation Capital Boutique Advisory 52

The TRADE

JUNE 12, 2023

Fixed income investment banking boutique KNG Securities has appointed Fernando Ortega as its new head of emerging market sales. He joins KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

Sale 64

Sale Securities Capital Investment Banking 64

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms.

Private Equity 105

Private Equity Equities Capital Portfolio 105

The TRADE

FEBRUARY 12, 2024

Earlier in his career, Viverito spent three years as a trader at Great Point Capital. Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital 64

Capital Sale Asset Management Management 64

Mergers and Inquisitions

DECEMBER 4, 2024

There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. LionTree and Allen & Co.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The TRADE

JUNE 1, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium, The TRADE can reveal. Polar Capital confirmed Jenkins’ departure. Her new title is unconfirmed. Millennium declined to comment.

Trading 59

Trading Funds Boutique Capital 59

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking? Do you learn anything?

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

JULY 12, 2023

but the venture capital case study remains a bit mysterious. We’ll go through a short example for a fictional startup called PitchBookGPT , which comes directly from our new Venture Capital & Growth Equity Modeling course. There’s plenty of information online about case studies in finance interviews (IB, PE, etc.),

Capital 52

Capital Valuation Boutique Bank 52

Chesapeake Corporate Advisors

APRIL 8, 2024

SoftTech was acquired by Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services, who is backed by Falfurrias Capital, based in Charlotte, NC. acquired by Synergy ECP, backed by Falfurrias Capital appeared first on Chesapeake Corporate Advisors. Intelligence Community.

Capital 52

Capital Engineering Investment Banking Corporation 52

Mergers and Inquisitions

FEBRUARY 2, 2022

After an initial slowdown when the pandemic first struck in early 2020, banks have generated record-high fees from M&A and capital markets deals. Meanwhile, some elite boutique banks , such as Centerview, went up to $130K for Year 1 Analysts (!). What Happened to Investment Banking Fees? at some smaller firms.

Investment 130

Investment Investment Banking Bank Banking 130

Chesapeake Corporate Advisors

APRIL 8, 2024

Allstates WorldCargo”), a provider of worldwide logistics and transportation services, who is backed by Clarendon Capital, headquartered in Tysons Corner, VA. backed by Clarendon Capital appeared first on Chesapeake Corporate Advisors. QI Services, KI Services, and PCH Logistics were acquired by Allstates WorldCargo, Inc.

Transportation 52

Transportation Capital Investment Banking Corporation 52

Chesapeake Corporate Advisors

OCTOBER 31, 2023

Net Working Capital (“NWC”) is closely scrutinized, as it is a key indicator of a company’s operational efficiency and its ability to keep the business adequately funded. This means the business can continue to operate without the need for an immediate infusion of additional capital post-acquisition.

M&A 52

M&A Capital Management Accountant 52

Growth Business

NOVEMBER 23, 2023

Two-thirds of the UK’s fintech start-ups are in in the city, and in 2020, the capital attracted 94 per cent of the country’s total fintech venture capital. Beringea Beringea is a transatlantic venture capital firm with more than $800m under management across its funds in the UK and the US.

Investment 111

Investment Funds Capital Business 111

Benchmark International

APRIL 19, 2023

The awards honor and celebrate brilliant, highly respected, and inspirational women from the United States deal communities, from boutique, middle-market firms to large-cap segments. The SHE for SHE Woman Leader award honors an influential woman from the private equity, venture capital, M&A, and restructuring transactional communities.

Middle Market 52

Middle Market Private Equity Boutique M&A 52

Growth Business

OCTOBER 25, 2024

This decision is critical and often complex, requiring a delicate balance between securing the necessary capital while retaining future financial benefits and operational control. You need to carefully weigh up how much capital you really need to accelerate the company’s growth and what you’re willing to part with.

Equities 98

Equities Investment Private Equity Valuation 98

The TRADE

JANUARY 26, 2024

Our fixed income boutique represents a key pillar of Vontobel’s Investments capabilities and will continue to develop further for the benefit of our clients.

Boutique 59

Boutique Asset Management Investment Trading 59

Focus Investment Banking

APRIL 30, 2024

The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics. Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions.

M&A 52

M&A Business Middle Market Boutique 52

Mergers and Inquisitions

OCTOBER 16, 2024

a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). private equity or venture capital ). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Focus Investment Banking

JULY 17, 2024

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. Download the full report here. The post Business Services 2Q 2024 M&A Report appeared first on FOCUS.

M&A 52

M&A Business Middle Market Boutique 52

OfficeHours

JUNE 2, 2023

A Middle Market Fund Near You”: No, as you probably guessed, that isn’t the actual name of any specific private equity or venture capital firm. When it comes to investment banking, there are only so many investment banks that you can choose from. Best of luck!

Private Equity 147

Private Equity Equities Middle Market Funds 147

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” And the impact on the banking industry , venture capital, and startups. But the U.S.

Bank 123

Bank Banking Funds Government 123

The TRADE

JUNE 5, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium later this year, The TRADE can reveal. Polar Capital confirmed Jenkins’ departure, while Millennium declined to comment. Her new title is unconfirmed; however, The TRADE understands that it is not a trading role.

Trading 52

Trading Accountant Sale Capital 52

The TRADE

AUGUST 7, 2023

Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities. He joined KNG from VTB Capital, where he most recently served as managing director and global head of equity sales.

IT 52

IT Investment Banking Boutique Equities 52

The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp., FIG specialized in serving community banks.

Middle Market 52

Middle Market Investment Banking Capital Market Bank 52

Focus Investment Banking

SEPTEMBER 16, 2024

Before Autotality, Strandberg was an associate on the equity capital markets team at Noble Capital Markets, a boutique investment bank focused on small cap emerging growth companies in the health care, technology, media, transportation & logistics, and natural resources sectors.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

The TRADE

JULY 15, 2024

Following his departure he is set to join Barclays Capital. Prior to his time at SSGA, Corbyn held settlement-related roles at Credit Suisse, Citigroup, and Barclays Capital. Previously in his career, Paparella ran the institutional structured products Latin America desk for RBC Capital Markets.

Asset Management 64

Asset Management Management Trading Sale 64

The TRADE

AUGUST 1, 2023

Investment banking boutique KNG Securities has appointed Gary Ballard as its new head of equities. He joins KNG from VTB Capital, where he most recently served as managing director and global head of equity sales.

Equities 52

Equities Securities Sale Boutique 52

The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. Bloomberg appointed Colin Williams in an electronic trading and analytics solutions role.

Sale 64

Sale M&A Asset Management Investment Banking 64

The TRADE

AUGUST 24, 2023

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. There will be no further changes to the J O Hambro Capital Management executive committee with Andrew Parry remaining as head of investments.

Asset Management 52

Asset Management Management Business Boutique 52

The Deal

FEBRUARY 7, 2024

Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. We continue to look to where there is a gap in the market and evaluate opportunities to stay current, relevant and address the needs of our clients.” GHC) for about $550 million.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

Low Capital-Expenditure Requirements Many of the highest growth areas of government contracting — including software and professional services — do not require significant capital investment. On the other hand, low capital-expenditure businesses tend to be labor dependent.

Private Equity 52

Private Equity Government Investors Equities 52

Growth Business

SEPTEMBER 12, 2023

billion of funding since 2011, according to research from Oxford University and venture capital firm OpenOcean. The top sector for AI investment in the UK has been in health, with £3.4

Funds 52

Funds Boutique Business Capital 52

The TRADE

MAY 29, 2023

Mazin previously spent 15 years working for Barclays’ investment banking arm, Barclays Capital, focused on distressed and emerging markets debt. He was most recently director of business development at boutique private investment vehicle, Ancora Investment, working specifically on long term investments.

Trading 64

Trading Equities Investment Banking Electronics 64

Sica Fletcher

AUGUST 21, 2024

In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. Because we operate as a boutique firm, our teams provide clients with access to the firm’s principal members on every deal we touch.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Periculum Capital

NOVEMBER 15, 2022

To discuss any business or transaction matter, reach out to Chris, Sean or any member of the Periculum Capital Company team ( www.periculumcapital.com/team/ ). About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

Mergers and Inquisitions

AUGUST 16, 2023

RMB vs. USD: Does the firm raise capital in China’s currency (the RMB), or does it raise USD from Limited Partners overseas? You could add a few other names to this list, such as Xiaomi (its PE arm), Huaxing, and BA Capital for RMB funds, and Macquarie and Bain in the USD funds. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Chesapeake Corporate Advisors

JANUARY 26, 2023

His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates. He also brings the benefit of his experience in a senior-level role with a regional PE firm, affording him a first-hand understanding of what attracts investors to sellers.

Management 52

Management Middle Market Investment Banking Corporation 52