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.

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Trading Funds Boutique Capital 59

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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.),

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Capital Valuation Boutique Bank 52

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 Capital Sale 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.

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Capital Engineering Investment Banking Corporation 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.

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Investment Funds Capital Business 111

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. She joined from Maple Finance, where she served as general counsel.

Sale 64

Sale Asset Management M&A Investment Banking 64

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

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.

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Sale IT Government M&A 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

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

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.

Equities 52

Equities Securities Sale 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.

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Asset Management Management Trading Sale 64

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

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. Sometimes, we find that owners aren’t sure of what services they actually need; growing their agency prior to a sale might seem necessary even if it wasn’t in their original plan.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Focus Investment Banking

SEPTEMBER 16, 2024

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

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Net Working Capital.

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Business Negotiation Investment Banking Sale 52

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

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Middle Market Private Equity Equities Investment 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

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

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Investment Banking Insurance Bank Banking 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

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Advisory Investment Banking Corporation Healthcare 52

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Bank Banking 59

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

Mergers and Inquisitions

SEPTEMBER 13, 2023

These are nice sales pitches, but the reality is quite different. Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. Distressed investing offers equity-like returns with lower risk.”

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Debt Funds Investment Equities 103

Chesapeake Corporate Advisors

JULY 10, 2023

Sentinel Capital Partners continues to team with TranSystems to expand its presence in the infrastructure industry. “It TranSystems”), a national transportation consulting firm. Headquartered in Baltimore, Maryland, WBCM has served the Mid-Atlantic region with design, engineering, and construction projects for the last 45 years.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Before you begin the sale process, it is critical to think about what an ideal outcome looks like for you and the company. The timing of the second sale will depend on when the platform company achieves the desired growth targets and investment returns, but it typically averages five years. How Do You Envision Life Post-Transaction?

Business 52

Business Equities Debt Corporation 52

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. We’ve seen private capital investment banking practices raise substantial funds amid a difficult fundraising environment.

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M&A Investment Banking Mergers and Acquisitions Private Equity 40

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.

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Finance Finance Debt Equities 52

Chesapeake Corporate Advisors

MAY 2, 2023

Most owners enter the sale process with a figure in mind. Additionally, if you decide to roll equity to get a “second bite of the apple,” through a subsequent sale, it will result in less cash today but provides additional upside down the road.

Business 52

Business Investment Banking Corporation Advisory 52

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

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Insurance Advisory M&A Investment Banking 52

Sica Fletcher

JUNE 11, 2024

As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. If you are an insurance brokerage considering a future sale , the best thing you can do for yourself is speak with an advisor who knows insurance broker M&A.

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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.

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Private Equity Equities Investment Business 52

Sica Fletcher

MAY 29, 2024

5) Advanced Capital Structures and Deal Duration The other factor affecting deal duration is buyer uncertainty. Deals Are Taking Longer Than Ever Historically, M&A transactions have taken between 6-12 months on average, depending on the goals of the seller, the nature of the buyer, and the conditions of the payout.

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M&A Insurance Equities S&P 52

Peak Frameworks

MAY 22, 2023

Hotels and Hospitality Lodging and tourism-related properties, from boutique hotels like The NoMad in New York City to global chains like Marriott. Financing Options Explore financing alternatives, including bank loans, private equity, and sale-leaseback arrangements.

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Investment Finance Finance Private Equity 52

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. Trading emerging markets credit for the sell-side is more capital intensive and requires more balance sheet usage. This close relationship helps when we have very large rebalancing trades to do.

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Trading Asset Management Management Electronics 98