Boutique Financial Models Middle Market 
Chesapeake Corporate Advisors
OCTOBER 28, 2024
Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling. Vice President Katie Kieran led day-to-day deal execution and client management. Offit Kurman served as legal counsel to Freestate.
Chesapeake Corporate Advisors
NOVEMBER 14, 2024
Knott, CCA’s investment banking team on this transaction included Vice President Katie Kieran who focused on day-to-day execution and Analyst Miles Gally who provided financial modeling and deal execution support. Saul Ewing served as legal counsel to AMA. For more information, visit www.ccabalt.com or call 410.537.5988.
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Chesapeake Corporate Advisors
JANUARY 15, 2025
In addition, CCAs investment banking team included Director Katie Kieran who focused on day-to-day execution and Senior Analyst Miles Gally who provided financial modeling and deal execution support. Offit Kurman served as legal counsel to Fireline. For more information, visit www.encorefireprotection.com.
Mergers and Inquisitions
MARCH 13, 2024
Growth Equity vs. Venture Capital vs. Private Equity This section will focus on Strategy #1 (Late-Stage VC Investing) because Strategy #2 is nearly the same as what most middle-market private equity firms do, but with higher-growth companies. Also, you can get in more easily from a middle-market or boutique bank.
Mergers and Inquisitions
MARCH 13, 2023
Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.
Mergers and Inquisitions
AUGUST 7, 2024
If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms.
Mergers and Inquisitions
AUGUST 16, 2023
As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,
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