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

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

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

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

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates.

Management 52

Management Middle Market Investment Banking Corporation 52

Mergers and Inquisitions

DECEMBER 20, 2023

Internships at local venture capital or private equity firms. Internships at regional boutique banks. Corporate finance roles at nearby companies. Corporate banking. Smaller firms tend to be a bit slower, so you could find some middle-market and boutique openings, even if the bigger banks are done.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – October 24, 2022 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Rendia, Inc. CCA has worked alongside our team for years, advising on our value creation and corporate strategies.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Chesapeake Corporate Advisors

JULY 10, 2023

Sentinel Capital Partners continues to team with TranSystems to expand its presence in the infrastructure industry. “It appeared first on Chesapeake Corporate Advisors. Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Cleary M&A and Corporate Governance Watch

MARCH 4, 2024

With a stroke of the pen, the Delaware Court of Chancery invalidated commonplace provisions in scores of stockholder agreements relating to public corporations and likely many more relating to private corporations. many venture capital backed companies). In West Palm Beach Firefighters’ Pension Fund v.

Corporation 64

Corporation IPO Government IT 64

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

Mergers and Inquisitions

JUNE 21, 2023

Many people would say that the elite boutiques – specifically, Moelis and Rothschild – are the top banks in the region based on deal activity, business model, and overall experience. Among the other banks, HSBC usually makes a strong showing, most middle-market banks are barely present, and the other elite boutiques (Evercore, Lazard, etc.)

Investment Banking 105

Investment Banking Bank Banking Investment 105

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 Asset Management M&A Investment Banking 64

Mergers and Inquisitions

MAY 10, 2023

It’s safe, stable, low-tax, and light on corporate regulation – you can safely ignore the occasional executions of cannabis traffickers. The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. 7,200 | U.K.: 3,200 | U.K.: ~500

Investment Banking 105

Investment Banking Bank Banking Investment 105

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 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

Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As of May 2024, the influx of over $1.3 Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

The Deal

FEBRUARY 7, 2024

market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. Mizuho Financial Group Inc. has its eye on the U.S.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Chesapeake Corporate Advisors

MAY 24, 2024

Net Working Capital. If the QofE shows your company has significant short-term liabilities and insufficient net working capital to cover them, a buyer may negotiate net working capital more aggressively. Why You Need a Sell-Side Quality of Earnings Report appeared first on Chesapeake Corporate Advisors.

Business 52

Business Negotiation Investment Banking Sale 52

Mergers and Inquisitions

MARCH 22, 2023

I made the same mistake the regulators did: ignoring shifts in the Credit Suisse deposit and cash base because its regulatory capital ratios looked “fine.” Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis.

Banking 98

Banking Bank Government Investment Banking 98

Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. Traditional Distressed Funds That Have Diversified: Anchorage (partially shut down), Brigade, Davidson Kempner, Elliott, Marathon, Silver Point, and York Capital.

Debt 103

Debt Funds Investment Equities 103

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Perhaps you were eager to expand into new geographic markets, or you wanted to expand your product or service offerings, but the business lacked the capital to execute those strategies. Now, you envision the buyer infusing the capital to see your plans through fruition.

Business 52

Business Equities Debt Corporation 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Chesapeake Corporate Advisors

MAY 2, 2023

If representation & warranty insurance is available but the buyer instead requires an escrow to cover breaches of representation of warranties or a shortfall in net working capital delivered at closing, suddenly the deal could be worth less than you may have originally anticipated.

Business 52

Business Investment Banking Corporation Advisory 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Businesses primed to take advantage of strategic growth opportunities (given sufficient capital) or operate in a fragmented market that is ripe for consolidation will be even more appealing to PE investors. Though your business has achieved respectable growth, an infusion of capital would enable you to scale more aggressively.

Private Equity 52

Private Equity Equities Investment Business 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

JULY 17, 2024

Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. Mumbai is the financial capital, but some firms also operate in cities such as Bangalore, Kolkata (Calcutta), and Delhi NCR. or Europe and recruiting there.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Solganick & Co.

MAY 13, 2024

May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. Riley Securities and vice president of investment banking at KPMG Corporate Finance. Aaron Solganick, CEO of Solganick & Co.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Private equity firms provide both capital and industry expertise to drive organic growth for their platform companies, leveraging cost efficiencies and bridging gaps that limit access to trade secrets and talent. About the Author The post A Sellers Guide to Choosing the Right Financial Buyer appeared first on Chesapeake Corporate Advisors.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT 59

IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

JANUARY 10, 2024

The Top Firms in Wealth Management vs. Investment Banking Most people would say the top investment banks are the bulge brackets and elite boutiques , at least for entry-level roles. It’s usually a 50-hour-per-week job , which is significantly better than the 60, 70, or 80+ hours required in IB.

Investment Banking 59

Investment Banking Management Bank Banking 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. Hard currency traders execute emerging market sovereign and corporate debt, denominated in a non-local currency. Trading emerging markets credit for the sell-side is more capital intensive and requires more balance sheet usage.

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Trading Asset Management Management Electronics 98

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! The renewables team still works on corporate-level debt deals, but these are less common than asset-level transactions. but they are less consistent than those above.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 19, 2023

For example, Capital IQ splits up the sector by metal type (aluminum, diversified, copper, gold, precious metals, silver, and steel). Exploration and Development (Capital Expenditures) – How much are companies spending to develop new mines and expand existing ones? Freeport-McMoRan (U.S.), and Steel Dynamics (U.S.).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Peak Frameworks

MAY 22, 2023

Co-ops Cooperative housing , where residents own shares in a corporation that owns the building, is exemplified by the numerous co-op buildings on New York City's Upper East Side. Hotels and Hospitality Lodging and tourism-related properties, from boutique hotels like The NoMad in New York City to global chains like Marriott.

Investment 52

Investment Finance Finance Private Equity 52

Mergers and Inquisitions

AUGUST 7, 2024

For example, what if you get into IB out of undergrad instead of having to take a Big 4 job first , or you get into the M&A group without having to work in capital markets and then switch after a year? This is not for you if you’d also be perfectly fine with a corporate banking or FP&A job offer. Does It Work?

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

DECEMBER 4, 2024

Deals could be done on a corporate level (i.e., There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Representative Public Companies: N/A since these are almost always owned by cities, corporations, or specific teams.

Investment Banking 105

Investment Banking Bank Banking Investment 105