Boutique Engineering Portfolio 
The TRADE
OCTOBER 4, 2023
LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated. Bringing our firms together was the next logical step in this process.”
Chesapeake Corporate Advisors
JULY 10, 2023
Headquartered in Baltimore, Maryland, WBCM has served the Mid-Atlantic region with design, engineering, and construction projects for the last 45 years. About WBCM WBCM is a renowned leader in the field of engineering and consulting services. TranSystems”), a national transportation consulting firm.
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Mergers and Inquisitions
MARCH 13, 2024
Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.
Peak Frameworks
JANUARY 15, 2024
UBC is a highly regarded Canadian university, with notable programs in medicine, law, engineering, and business. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support. PMF students consistently place into the top U.S. buyside jobs (e.g.,
Mergers and Inquisitions
MARCH 13, 2023
Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. Is It a Bailout?
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. If you are making a “hard pivot” career change , such as engineering to investment banking, pre-MBA internships are very useful but not necessarily required.
Peak Frameworks
SEPTEMBER 19, 2023
Bill Smith , an engineer at Motorola, can be credited with its inception. Financial firms, from Wall Street giants to boutique investment banks in Europe, have recognized its value. Track Investment Performance: Track the performance of investment portfolios, identify trends, and make data-driven decisions to rebalance portfolios.
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