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.
iMerge Advisors
APRIL 10, 2025
Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Morgan bring unmatched reach and capital markets expertise. For mid-market or lower-middle-market tech companies, they may not be the right fit.
iMerge Advisors
APRIL 9, 2025
Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Morgan bring unmatched reach and capital markets expertise. For mid-market or lower-middle-market tech companies, they may not be the right fit.
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.
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