Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

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Bulge Bracket Banking Bank Boutique 105

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. For example, a boutique seamstress may consign their goods to a clothing store to sell their goods in order to reach more customers.

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Sale Management Collaboration Retail 52

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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Capital Boutique Asset Management Trading 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.

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Middle Market Private Equity Equities Investment 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

If you go out to market, your most likely buyer will be a private equity (PE) group. 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.

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Private Equity Government Investors Equities 52

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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Trading Funds Boutique Capital 59

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.

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IT Investment Banking Boutique Equities 52

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

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Capital Sale Asset Management Management 64

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.

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Private Equity Equities Investment Business 52

The TRADE

JUNE 19, 2023

Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

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Sale Asset Management M&A Investment Banking 64

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

Trading 52

Trading Accountant Sale Capital 52

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. Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. Following his departure he is set to join Barclays Capital.

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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

Periculum Capital

NOVEMBER 15, 2022

From the time of signing the equity purchase agreement, the federal government review process took nearly 11 months. www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community. in its Sale to Global Tungsten & Powders Corp, U.S.

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Sale IT Government M&A 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.” These are nice sales pitches, but the reality is quite different.

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Debt Funds Investment Equities 103

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. These are marked to market value and do affect the bank’s common equity and regulatory capital ratios, such as its CET 1 Ratio.

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Bank Banking Funds Government 123

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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Management Investment Banking Mergers and Acquisitions Transportation 52

Mergers and Inquisitions

JANUARY 10, 2024

By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. Wealth management also requires more sales and interpersonal skills even at the entry level because it is a sales job from Day 1 – and you need to start bringing in clients early to succeed.

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Investment Banking Management Banking Bank 59

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. Before you begin the sale process, it is critical to think about what an ideal outcome looks like for you and the company. How Do You Envision Life Post-Transaction?

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Business Equities Debt Corporation 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 Banking Bank 52

How2Exit

JUNE 26, 2023

For example, a private equity firm may value a business based on its financial performance and past performance, whereas a larger strategic may value a business based on cost synergies and how their product can be incorporated into their massive distribution model. It is also important to understand the culture of the potential buyers.

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M&A Mergers and Acquisitions Acquisitions IT 130

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.

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Trading Asset Management Management Electronics 98

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. A debt covenant is necessary since the lender does not have your company’s equity to fall back on.

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Finance Finance Debt Equities 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. Private equity firms are extra sensitive to interest rates and thus should become more active in the M&A market as interest rates come down.

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M&A Investment Banking Mergers and Acquisitions Private Equity 40

Chesapeake Corporate Advisors

APRIL 8, 2024

“CCA provided exceptional guidance and support, ultimately leading to a successful outcome.” “The CCA investment banking team was honored to guide Steve Misotti and Tim Pirtle through a sale process that culminated in an excellent outcome for all three companies,” said Maskell. For more information, visit www. allstates-worldcargo.com.

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Transportation Capital Investment Banking Corporation 52

Sica Fletcher

MAY 29, 2024

Stock Will Take Up a Larger Percentage of Payout Structures While 20 years ago, transaction payouts were typically 100% cash, more often than not, modern payouts now almost universally contain some amount of equity in the buyer company as a central part of the deal.

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M&A Insurance Equities S&P 52

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.

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Business Mergers and Acquisitions Sale Corporation 52

Growth Business

NOVEMBER 23, 2023

FPE Capital is a growth equity investor in the UK lower middle-market. Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies. MMC Ventures Offers EIS funding to between 8-12 tech businesses each year with sales of at least £1m each.

Investment 111

Investment Funds Capital Business 111

Sica Fletcher

JUNE 11, 2024

Whereas 2022 saw equity making up nearly 17.5% As long as buyers face higher interest rates, sellers should expect a prolonged deal process contending with complex capital structures and equity-based negotiations. the freedom of brokers to work with a variety of carriers, and c.) The use of stock nearly doubled since last year’s data.

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Broker Insurance Valuation S&P 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

Mergers and Inquisitions

OCTOBER 18, 2023

But in capital markets, you work on just one category of deals , such as equity-related transactions (IPOs, follow-ons, convertible bonds, etc.) Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” or debt offerings (investment-grade or high-yield bonds).

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Investment Banking Capital Market Recruitment Capital 59

Sica Fletcher

MAY 8, 2024

Other times, they are hoping to use their share of the sale to alleviate personal debt. The table below outlines a few key criteria that you should consider before going through with a sale: Should I Sell My Insurance Agency? A Growth in Owner Equity. Are looking for a career change. Indicators of Scalability.

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Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

JULY 12, 2023

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. Boutique banks tend to be much more cost-conscious than large firms and don’t necessarily want to add a $2,000 monthly expense for multiple employees.

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Capital Valuation Boutique Bank 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.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Among 420 private equity firms, the number of closed deals dropped from a high of 193 in Q4 of 2021 to a low of 57 in Q2 of this year, per a GF Data mid-year report. When investment bankers apply a strategic approach to taking the business to market and provide the right resources and guidance, they and their clients thrive.

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M&A Investment Banking Negotiation Investment 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 Evaluate financing methods, such as commercial mortgages, real estate investment trusts (REITs), or private equity funding. ,4.

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Investment Finance Finance Private Equity 52

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. IB is all about deals , while ER is all about coverage.

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Investment Banking Equities Banking Bank 64