Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

How2Exit

MAY 23, 2023

Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Castle Placement specializes in raising private equity and debt capital for clients.

Capital 130

Capital Investors Business Investment 130

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. He also has experience working across a range of asset classes – equities, commodities, FX spot, listed derivatives, and ETFs.

Boutique 52

Boutique Sale Banking Bank 52

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

The TRADE

FEBRUARY 5, 2024

A Rothschild & Co senior investment dealer has left the firm for a new opportunity at Polar Capital, The TRADE can reveal. Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment.

Capital 52

Capital Boutique Asset Management Trading 52

Global Banking & Finance

JUNE 29, 2023

CHOM CAPITAL: Integrating Sustainability Into Every Stage of the Investment Process CHOM CAPITAL GmbH is an owner-operated asset management boutique with a proven track record across European equities.

Capital 52

Capital Investment Boutique Asset Management 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 105

Investment Banking Banking Bank Investment 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. His new role is unconfirmed.

Capital 62

Capital Sale Asset Management Management 62

The TRADE

AUGUST 1, 2023

Investment banking boutique KNG Securities has appointed Gary Ballard as its new head of equities. Ballard brings over 30 years’ experience in equity sales, having previously held positions at Goldman Sachs, Morgan Stanley and Baring Securities. Gary will spearhead our expansion into equities.

Equities 52

Equities Securities Sale Boutique 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. How does this higher compensation change the investment banking vs. private equity decision and the appeal of IB vs. other industries? What Happened to Investment Banking Fees?

Investment 130

Investment Investment Banking Boutique Bank 130

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. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles.

Trading 57

Trading Funds Boutique Capital 57

Chesapeake Corporate Advisors

OCTOBER 22, 2024

If you go out to market, your most likely buyer will be a private equity (PE) group. Low Capital-Expenditure Requirements Many of the highest growth areas of government contracting — including software and professional services — do not require significant capital investment.

Private Equity 52

Private Equity Government Investors Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. trillion in growth and buyout private equity dry powder , these investors stand ready to bridge the gap.

Middle Market 52

Middle Market Private Equity Equities Investment 52

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

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

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 Investors 111

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

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

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. In return, you will agree to roll over as much as 20-35 percent of the deal value as equity in the new business. Your EBITDA is in the range of $1M – $5M.

Private Equity 52

Private Equity Equities Investment Business 52

The TRADE

AUGUST 7, 2023

Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities. Ballard brings over 30 years’ experience in equity sales, having previously held positions at Goldman Sachs, Morgan Stanley and Baring Securities.

IT 52

IT Investment Banking Boutique Equities 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 ). Hedge Funds / Equity Research : You prefer to advise companies directly rather than following them and investing small takes or recommending investing.

Investment Banking 111

Investment Banking Banking Bank Investment 111

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.

Banking 123

Banking Bank 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

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” Distressed assets offer non-correlated returns, similar to global macro.”

Debt 103

Debt Funds Investment Equities 103

The TRADE

MAY 29, 2023

Prior to joining UBS, he spent eight and a half years at Barclays in electronic equities roles, four and a half years at Plato Partnership as a co-founder and co-chairman and six years at Goldman Sachs in an electronic trading role. Barclays appointed Scott McDavid as its new global head of equities, effective from September.

Trading 62

Trading Equities Investment Banking Electronics 62

The TRADE

JULY 15, 2024

Following his departure he is set to join Barclays Capital. Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. Prior to his time at SSGA, Corbyn held settlement-related roles at Credit Suisse, Citigroup, and Barclays Capital.

Asset Management 62

Asset Management Management Trading Sale 62

Focus Investment Banking

SEPTEMBER 16, 2024

During his time with Autotality, the company partnered with a private equity firm and subsequently made six add-on acquisitions, eventually quadrupling in size. Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. You can also sell debt instruments such as bonds, bills, or notes to investors to raise capital.

Finance 52

Finance Finance Debt Equities 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. In our financial sponsor coverage effort, we tend to focus on the larger household name private equity firms, the likes of KKR, Blackstone, Apollo, Brookfield, etc.,

Middle Market 52

Middle Market Private Equity Advisory M&A 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. Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. He also spent several years at Goldman Sachs in a risk management and product control role.

Sale 62

Sale M&A Asset Management Investment Banking 62

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

JULY 17, 2024

People have argued for years that equity deals “dominate” IB activity in India, but this is a bit of a stretch if you look at the fees by product type: Deals themselves are diversified across different sectors. Mumbai is the financial capital, but some firms also operate in cities such as Bangalore, Kolkata (Calcutta), and Delhi NCR.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Chesapeake Corporate Advisors

JANUARY 26, 2023

Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor. His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates.

Management 52

Management Middle Market Investment Banking Corporation 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. 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.

Business 52

Business Equities Debt Corporation 52

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered. Senior Attention.

M&A 52

M&A Insurance Debt Equities 52

Mergers and Inquisitions

APRIL 24, 2024

Diversity, Equity & Inclusion (DEI) Events – These are like the “programs” above but provide underrepresented minorities (URM) with the chance to get fast-tracked for initial interviews. If you’re targeting an informal venture capital internship , private equity internship , or search fund internship , focus on smaller, local firms.

IT 59

IT Investment Banking Recruitment Finance 59