Mergers and Inquisitions

JUNE 21, 2023

You’ll also see a fair number of deals in the financial sponsors group due to the many sovereign wealth funds in the region. Many people would say that the elite boutiques – specifically, Moelis and Rothschild – are the top banks in the region based on deal activity, business model, and overall experience. are much less active.

Investment Banking 105

Investment Banking Bank Banking Investment 105

OfficeHours

JULY 4, 2023

small boutique) “ Last thing you want to be is STUCK in a DOWN-CYCLE being a banking analyst thinking I should’ve recruited before when there were more opportunities.” I can’t imagine going through it without Office Hours.” (EB) WHY CHOOSE US? At OfficeHours , we believe that success is not a one-size-fits-all concept.

Sale 130

Sale Private Equity Recruitment Equities 130

Mergers and Inquisitions

MARCH 13, 2023

Then, the bank lends these funds to companies and individuals and charges interest on these loans. These loans create matching deposits on the L&E side of the bank’s Balance Sheet, and the bank then finds real deposits or other funding sources to back the loans. But the U.S.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MARCH 13, 2024

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. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

MAY 10, 2023

Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. If you focus on the capital markets , you’ll still see some of these names (e.g., 1,000 | Singapore: ~170 Hedge Funds: U.S.: 7,200 | U.K.: 3,200 | U.K.: ~500

Investment Banking 105

Investment Banking Bank Banking Investment 105

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. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

DECEMBER 20, 2023

You probably won’t be able to get a “real” IB internship, but you can find some good alternatives: Search fund internships. Internships at regional boutique banks. Smaller firms tend to be a bit slower, so you could find some middle-market and boutique openings, even if the bigger banks are done. Wealth management.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Solganick & Co.

FEBRUARY 2, 2024

“A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.

M&A 40

M&A Business Middle Market Investment Banking 40

Mergers and Inquisitions

JULY 17, 2024

Of the middle-market banks , only Jefferies seems to have much of a presence. Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. Getting in as a Company Secretary (CS) or Cost and Management Accountant (CMA) may also be possible.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT 59

IT Investment Banking Recruitment Finance 59

OfficeHours

JUNE 30, 2023

Step 3: Calculate Debt and Equity Funding Amounts (Sources & Uses) Since LBOs are financed using a combination of debt and equity, you’ll need to determine how much of each will be used in the transaction. These items are less common, but you can ask your interviewer if you should include them if they are not given in the prompt.

Private Equity 130

Private Equity Equities Debt Recruitment 130

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), middle-market banks (Jefferies, Houlihan Lokey, etc.), Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

OCTOBER 22, 2024

With manageable working capital requirements, the PE investor can grow the business without maintaining an asset-heavy balance sheet or funding constant upgrades. That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important.

Private Equity 52

Private Equity Government Investors Equities 52

Mergers and Inquisitions

OCTOBER 18, 2023

The advantages of capital markets are that you will learn your specific product(s) very well, you’ll spend less time on pitches, and you’ll have more predictable and lighter hours than bankers in other groups. Why not accept a capital markets role?” I recommend accepting a capital markets offer over pretty much any non-IB offer.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

APRIL 19, 2023

The elite boutiques do not have a huge presence in mining, but you’ll sometimes see Rothschild or Perella Weinberg on the list. A few middle market and regional boutique names in the space include Canaccord Genuity, Maxit Capital, Cormark, Haywood Securities, and Eight Capital.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. but they are less consistent than those above.

Investment Banking 59

Investment Banking Bank Banking Investment 59

OfficeHours

SEPTEMBER 2, 2023

You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. Do you know what I would ask for at a smaller fund instead of the larger ones that won’t even engage in this part of the conversation? Ace your interview now.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. E263: Want to Find Hidden Acquisition Gems?

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Chesapeake Corporate Advisors

APRIL 15, 2025

In a fast-evolving landscape, your middle market company might find itself in a precarious position. If your middle market company is looking to drive profitable growth and thrive even in challenging times, prioritizing and formally committing to FP&A can be a game-changer.

Middle Market 52

Middle Market Profitability Business Corporation 52

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Mergers and Inquisitions

MAY 14, 2025

For example, a public finance team would not advise on an M&A deal between two data center REITs or on the financing for a privately funded offshore wind farm. Among the elite boutiques , Evercore, Lazard, Rothschild, and Guggenheim advise on many deals. These metrics are not the same!

Investment Banking 59

Investment Banking Bank Banking Investment 59

How2Exit

MAY 6, 2025

It’s not about funding—it’s about grit, relationship-building, and actually doing the work. Today, John and his daughter run Nokomis Advisory Services, where she handles sell-side clients and he handles buyers—delivering boutique investment banking services to the lower middle market.

Book-building 130

Book-building Business M&A Advisory 130