From the Playing Field to Wall Street
The New York Times: Mergers, Acquisitions and Dive
JULY 20, 2024
For more than 200 pro athletes, the boutique investment firm Patricof Co. is opening the door to the private equity market.
Top Private Equity Firms for Associate Opportunities
OfficeHours
JUNE 2, 2023
When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. Below, I will outline some of the best private equity firms to work for in 2023. And with the firm recently closing a new $3.25
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Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?
Mergers and Inquisitions
MARCH 13, 2024
Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.
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10-16-2023 Newsletter: So you want to pursue a role in Private Equity?
OfficeHours
OCTOBER 16, 2023
Learn more from our leading Private Equity Course! Is Private Equity Right for You? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves Do you think PE is for you? Take advantage of our October Promotion! Just do it. WHY CHOOSE US?
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06-30-2023 Newsletter: Mastering the Paper LBO: A Crucial Part of the Private Equity Interview Process
OfficeHours
JUNE 30, 2023
Are you preparing for upcoming private equity interviews? If so, understanding the mechanics of a leveraged buyout is paramount… Paper LBOs are an important part of any private equity interview. To go from equity value to enterprise value, add the net debt (debt minus cash) of the company to equity value.
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Bulge Bracket IB Or Boutique IB - Which one to choose?
Wizenius
JULY 9, 2023
The choice between working in a bulge bracket investment bank or a boutique investment bank depends on individual preferences and career goals. Specialization and Niche Expertise: Boutique IB Firms specialize in specific industries or sectors, offering in-depth knowledge and tailored advice.
How much equity should you give away when taking investment for growth?
Growth Business
OCTOBER 25, 2024
By Michael Goodwin on Growth Business - Your gateway to entrepreneurial success Many entrepreneurs’ burning question when considering investment for growth is how much equity to give away. Generally, the larger the company, the higher the multiple and valuation an investor would pay for an equity stake.
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Private Equity in China: The Worst of Both Worlds?
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.” is better for domestic funds.
BCS Global Markets prime sales lead departs for boutique emerging markets bank
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.
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01-15-2024 Newsletter: Make 2024 Your Year to Recruit
OfficeHours
JANUARY 15, 2024
Centerview Partners hikes UK staff pay to record £413k per head The boutique paid its UK staff more than at any point since it set up in the country in 2009 Taking a Break and Coming Back Stronger After a year of hard work and numerous success stories, we decided to take a step back to recharge and refocus. until 11:59PM ET tonight only !
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KNG Securities names Goldman Sachs and Morgan Stanley alumnus as head of equities
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.
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02-09-2024 Newsletter: Intention to Lateral?
OfficeHours
FEBRUARY 9, 2024
Having spent time in technology growth equity and VC in college, I realized quickly that my passions and career goals didn’t align with RX or the exit opps from MM banking to MM private equity. You’ve got your dream private equity! But that is just the first step of the private equity journey. WHY CHOOSE US?
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Investment Banker Salary and Bonus Report: 2022 Update
Mergers and Inquisitions
FEBRUARY 2, 2022
How does this higher compensation change the investment banking vs. private equity decision and the appeal of IB vs. other industries? Meanwhile, some elite boutique banks , such as Centerview, went up to $130K for Year 1 Analysts (!). That move has generated a few questions: Will these pay increases last ? at some smaller firms.
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10-31-2023 Newsletter: October 31st PROMO!
OfficeHours
OCTOBER 31, 2023
Check out our Private Equity Curriculum Celebrating 10/31 with LIMITED ACCESS to $10.31 Our flagship program has placed mentees into most major private equity firms since launching in 2020. You’ve got your dream private equity! But that is just the first step of the private equity journey. WHY CHOOSE US?
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BESTINVER sales trader joins MIT SIM
The TRADE
JULY 5, 2024
Brokerage business MIT SIM has appointed Neil Terence O’Connor as equity trader. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER.
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07-04-2023 Newsletter: July 4th PE Platform Sale!
OfficeHours
JULY 4, 2023
Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.
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Demystifying the “Second Bite of the Apple” and its Prevalence in Private Equity
Chesapeake Corporate Advisors
NOVEMBER 19, 2024
Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 The sale proceeds that the seller contributes to the transaction, which is commonly referred to as rollover equity , provides an opportunity at a “second bite of the apple” when the PEG later sells the company in a 3–5-year time horizon.
Rothschild & Co senior dealer departs for Polar Capital
The TRADE
FEBRUARY 5, 2024
Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX. His new role is unconfirmed.
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Chom Capital: Embodying the Principles of Sustainable Finance
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.
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Why Private Equity Investors Find Government Contractors Attractive
Chesapeake Corporate Advisors
OCTOBER 22, 2024
If you go out to market, your most likely buyer will be a private equity (PE) group. About the Author The post Why Private Equity Investors Find Government Contractors Attractive appeared first on Chesapeake Corporate Advisors. In fact, in our recent government contracting engagements, eight of 10 interested buyers were PE investors.
Five Factors Are Driving Private Equity Investment in Middle Market Companies
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.
CHOM CAPITAL: Integrating Sustainability Into Every Stage of the Investment Process
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.
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Platform or Bolt-on: Two Different, Compelling Paths of Private Equity Investment
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.
Benchmark International’s Kendall Stafford Wins SHE For SHE Leader Award
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.
Polar Capital’s head of trading departs for rival hedge fund Millennium
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. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Her new title is unconfirmed. Polar Capital confirmed Jenkins’ departure.
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People Moves Monday: In case you missed it
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. The post People Moves Monday: In case you missed it appeared first on The TRADE.
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Why Investment Banking? How to Answer the Most Boring But Persistent Interview Question of All Time
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.
People Moves Monday: Updates from the trading desk
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.
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Nedgroup Investments outsources to Northern Trust
The TRADE
AUGUST 20, 2024
Amy Thorne Specifically, Northern Trust will support Nedgroup with its new in-house multi-boutique fixed income platform. Amy Thorne, head of integrated trading solutions for EMEA at Northern Trust highlighted that despite the popularity of equity outsourcing among managers, the outsourcing of a fixed income desk has remained less common.
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The Role of Investment Banking Courses in Career Progression
OfficeHours
JUNE 2, 2023
If we are specifically talking about highly coveted firms such as elite boutiques and bulge bracket investment banks, the success rate of interviews is in the single digits, even for target school candidates. investment banking, private equity , VC, etc.) With all the great options out there – what is the best one to choose?
CCA Welcomes Miles Gally to Our Investment Banking Team
Chesapeake Corporate Advisors
MAY 12, 2023
Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.
Vanderbilt University Investment Banking Placement (Using Data)
Peak Frameworks
SEPTEMBER 11, 2023
Vanderbilt has one of the lowest Elite Boutique %s among all target and semi-target schools, with no representation at several elite boutiques. If you are trying to get a top finance job, check out our highly reviewed private equity and investment banking courses, which help thousands of people get into finance every year.
University of North Carolina at Chapel Hill (UNC) Investment Banking Placement
Peak Frameworks
SEPTEMBER 11, 2023
Accordingly, UNC has one of the lowest Elite Boutique %s on our target school list, sending just 5% to these independent advisors. UNC has no presence at many of the elite boutiques. We filtered the data to examine U.S. hires into the top investment banks.
Duke University Investment Banking Placement (Using Data)
Peak Frameworks
AUGUST 29, 2023
Duke sends only 12% to Elite Boutiques and has no presence at many of the top elite boutiques. Duke also places well into private equity , which is typical of schools that have more traditional cachet. Morgan and Bank of America. We filtered the data to examine U.S. hires into the top investment banks.
People Moves Monday: BlackRock Aladdin, Polar Capital, Rothschild & Co and more…
The TRADE
FEBRUARY 12, 2024
Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.
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Distressed Debt Hedge Funds: How to Become a Vulture Capitalist
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.”
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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year
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?
University of California, Los Angeles (UCLA) Investment Banking Placement
Peak Frameworks
AUGUST 10, 2023
UCLA has strong elite boutique hiring statistics, with 26% of total investment banking hires going to elite boutiques. If you are trying to get a top finance job, check out our highly reviewed private equity and investment banking courses, which help thousands of people get into finance every year.
The TRADE’s most read stories of the year part three: Regulation, consolidation and resignation
The TRADE
DECEMBER 29, 2023
The SEC subsequently ordered exchanges to submit new plans for governance of market data in May 2020, in a bid to overhaul control over the equity consolidated tape and address conflicts of interest concerns. Among the asset management bands that were merged were Perpetual, Pendal, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.
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A Sellers Guide to Choosing the Right Financial Buyer
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.
Fordham University Investment Banking Placement (Using Data)
Peak Frameworks
SEPTEMBER 27, 2023
We note that Fordham has a negligible presence at the elite boutiques and also has modest presence when it comes to private equity recruiting. If you are trying to get a top finance job, check out our highly reviewed private equity and investment banking courses, which help thousands of people get into finance every year.
The University of Chicago Investment Banking Placement (Using Data)
Peak Frameworks
AUGUST 29, 2023
UChicago ranks #12 on our investment banking target school list and we note its high placement into the very top firms as well as elite boutiques. We note that UChicago also has strong recruiting numbers into private equity. UChicago has very respectable placement into finance and consulting. Like many other top U.S.
People Moves Monday: SSGA, Clear Street, BTIG and more…
The TRADE
JULY 15, 2024
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. Elsewhere, Wiedmann was head of marketing and key account manager at the investment boutique Tiberius Asset Management, also based in Zug, Switzerland.
Cole Strandberg Named Managing Director
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.
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