Boutique Financial Models Sale 
Chesapeake Corporate Advisors
NOVEMBER 14, 2024
AMA CEO Todd Woerner commented, “CCA was integral in achieving a successful sale of AMA. We are grateful for their invaluable advice, deal leadership, and the efficiency with which they ran the sale process. The laboratory receives samples from Maryland, Virginia, the D.C. region, New York, Pennsylvania, Minnesota, and Puerto Rico.
Chesapeake Corporate Advisors
OCTOBER 28, 2024
metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. Associate Kevin Afriyie contributed to deal marketing and outreach and Senior Analyst Aidan Olmstead provided deal execution support and financial modeling.
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Mergers and Inquisitions
DECEMBER 4, 2024
Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Teams are often bought and sold based on this future potential rather than today’s cash flows. LionTree and Allen & Co.
Chesapeake Corporate Advisors
JANUARY 15, 2025
This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. Offit Kurman served as legal counsel to Fireline. For more information, visit www.encorefireprotection.com.
Mergers and Inquisitions
JANUARY 22, 2025
People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.
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. Immediately after this sale, the bank also announced plans to raise additional equity and convertible preferred stock. In other words, banks’ lending activities are not constrained by their deposits.
Mergers and Inquisitions
JANUARY 10, 2024
The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.
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