How2Exit

OCTOBER 9, 2023

-Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. After a few years, they sold the business and Simon went back to corporate for a while.

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Advisory Business Sale M&A 130

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group. Tim holds a B.S. from the Robert H.

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Management Investment Banking Middle Market Boutique 52

Chesapeake Corporate Advisors

MAY 13, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The post Macroeconomic Quarterly Update (Spring 2024) appeared first on Chesapeake Corporate Advisors. the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 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). 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

Chesapeake Corporate Advisors

MARCH 11, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The post Macroeconomics Quarterly Update appeared first on Chesapeake Corporate Advisors. the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Chesapeake Corporate Advisors

MARCH 6, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The post Macroeconomics Quarterly Update appeared first on Chesapeake Corporate Advisors. the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Chesapeake Corporate Advisors

MARCH 4, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The post Macroeconomics Quarterly Update appeared first on Chesapeake Corporate Advisors. the highest index value in more than two years.

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Investment Banking Advisory Boutique Corporation 52

The TRADE

JUNE 19, 2023

Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. He joined KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. She joined from Maple Finance, where she served as general counsel.

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Sale Asset Management M&A Investment Banking 64

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.

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Chesapeake Corporate Advisors

APRIL 8, 2024

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – April 11, 2024 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to QI Services, LLC (“QI Services”), KI Services, LLC (“KI Services”), and PCH Logistics Inc. (“PCH allstates-worldcargo.com.

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Transportation Capital Investment Banking Corporation 52

The TRADE

JUNE 5, 2023

LedgerEdge has appointed Stefano Dallavalle is its new product director and Diederik Can Suchtelen as head of its Amsterdam office and EU sales, effectively immediately, The TRADE can reveal. As part of his new role, Van Suchtelen will lead LedgerEdge’s sales effort in the EU as part of the initiative.

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Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

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Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – April 9, 2024 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to SoftTech Solutions, Inc. SoftTech Solutions”), a custom software development firm that specializes in serving the U.S.

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Capital Engineering Investment Banking Corporation 52

How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. Effective negotiation and due diligence are crucial in both buying and selling businesses.

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Periculum Capital

NOVEMBER 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community.

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Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. If you do IB, you can get into deal-based roles ( private equity , corporate development , venture capital , etc.),

Investment Banking 64

Investment Banking Equities Bank Banking 64

Chesapeake Corporate Advisors

JULY 10, 2023

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.

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Transportation Engineering Investment Banking Corporation 52

The TRADE

JULY 15, 2024

Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. She initially joined Edmond de Rothschild AM in June 2021 as co-head of sales Germany and Austria, later being promoted to head of sales Germany and Austria in January 2022.

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Asset Management Management Trading Sale 64

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. Due Diligence Preparation As the saying goes, time kills all deals.

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Business Negotiation Investment Banking Sale 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.

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Management Investment Banking Mergers and Acquisitions Transportation 52

How2Exit

JUNE 26, 2023

This will help to ensure that the company is prepared for the potential sale and has taken the necessary steps to ensure that the company is attractive to potential buyers. This includes understanding their corporate development department and any potential partnerships that could be established.

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M&A Mergers and Acquisitions Acquisitions IT 130

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?

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Chesapeake Corporate Advisors

MAY 24, 2024

Additionally, at the exit of the investment period, the value of retained ownership increases with debt repayments and equity appreciation resulting from both organic and inorganic growth, making liquidity generated at exit typically more meaningful than the initial sale – an event often referred to as “the second bite of the apple.”

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Chesapeake Corporate Advisors

OCTOBER 22, 2024

While that might sound like an easy path to success, a single-buyer sale process never favors the seller; it shifts all the leverage to the buyer. Given how attractive your sector is to PE investors, if you engage in a competitive sale process you will likely have multiple interested buyers, and that typically translates to a better deal.

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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)

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Investment Banking Management Bank Banking 59

Chesapeake Corporate Advisors

MAY 4, 2023

An offer that is significantly higher or lower than your most recent valuation can be a red flag. How does this offer compare to recent sales of comparable companies? After spending years building a business and a brand, you need to know and be aligned with the buyer’s plans for the company post-sale.

Business 52

Business Mergers and Acquisitions Sale Corporation 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. For more information, visit www.ccabalt.com or call 410.537.5988.

Business 52

Business Investment Banking Corporation Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 2024

It takes a disciplined process to execute a company sale effectively—from the initial discussion about your business and what drives its value, through negotiating and closing the transaction. The post How Some Sellers are Still Thriving in a Difficult M&A Environment appeared first on Chesapeake Corporate Advisors.

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M&A Investment Banking Negotiation Investment 52

Mergers and Inquisitions

JUNE 5, 2024

Many people find wealth management work boring or repetitive and do not like the heavy sales/cold-calling aspects. If you want higher compensation, the ability to advance without being great at sales, or more interesting work, many other options are far more accessible. For example, corporate banking would satisfy many of these goals.

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Investment Banking Management Bank Banking 59

Growth Business

APRIL 16, 2024

Event: Independent Hotel Show Date: 15-16 October 2024 Location: Olympia, London, W14 8UX Website: www.independenthotelshow.co.uk/ Brief: An event dedicated entirely to the sector of luxury and boutique hoteliers. It will features over 350 hotel-focused exhibitors, suppliers, designers and industry experts.

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Business Sale Finance Finance 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. Riley Securities and vice president of investment banking at KPMG Corporate Finance. Aaron Solganick, CEO of Solganick & Co.

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M&A Investment Banking Mergers and Acquisitions Private Equity 40

Chesapeake Corporate Advisors

AUGUST 16, 2024

When a PE firm purchases a business, the intent is to grow the company substantially (through organic growth and acquisitions) and quickly (usually within three to seven years) with the goal of a successful sale, to another PE firm, a strategic buyer, or through an Initial Public Offering (IPO).

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Private Equity Equities Investment Business 52

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), And if you’re in sales & trading , you won’t be allowed to trade or sell, just as you’re similarly restricted in S&T internships. Which Banks Offer Spring Weeks? All the bulge bracket banks in the U.K. middle-market banks (Jefferies, Houlihan Lokey, etc.),

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

MARCH 13, 2024

Similarly, SoftBank has played a big role in growth equity (for better or worse…) but it’s the investing arm of a corporation, not a standalone PE/VC firm. Scaling a company’s sales & marketing by hiring more sales reps. Also, you can get in more easily from a middle-market or boutique bank.

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Private Equity Equities Capital Portfolio 105

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

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll also draft sales team memos and registration statements and conduct due diligence if you’re leading the offering. If it’s a 5-person regional boutique , take the BB capital markets offer.

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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. This close relationship helps when we have very large rebalancing trades to do.

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Trading Asset Management Management Electronics 98