From the Playing Field to Wall Street
The New York Times: Mergers, Acquisitions and Dive
JULY 20, 2024
For more than 200 pro athletes, the boutique investment firm Patricof Co. is opening the door to the private equity market.
What Has Changed In Public Finance Since June 1st?
H. Friedman Search
JULY 27, 2023
This information becomes valuable, whether they are deciding on a salary or a competitive package by working with us, they get that critical information and much more. They are out there from boutiques to major name firms, from analysts to heads of public finance and practice group leaders.
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Freestate Electric, LLC Acquired By Sojitz Energy Services LLC
Chesapeake Corporate Advisors
OCTOBER 28, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.ccabalt.com or call 410.537.5988.
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AMA Analytical Services Acquired by SGS
Chesapeake Corporate Advisors
NOVEMBER 14, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.ccabalt.com or call 410.537.5988.
Fireline Corporation Acquired by Encore Fire Protection
Chesapeake Corporate Advisors
JANUARY 15, 2025
For more information, visit www.encorefireprotection.com. About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market.
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Who Are the Best M&A Advisors for Tech Companies?
iMerge Advisors
APRIL 10, 2025
Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.
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Who are the best M&A advisors for tech companies?
iMerge Advisors
APRIL 9, 2025
Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.
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01-15-2024 Newsletter: Make 2024 Your Year to Recruit
OfficeHours
JANUARY 15, 2024
Centerview Partners hikes UK staff pay to record £413k per head The boutique paid its UK staff more than at any point since it set up in the country in 2009 Taking a Break and Coming Back Stronger After a year of hard work and numerous success stories, we decided to take a step back to recharge and refocus. WHY CHOOSE US?
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Simon Bedard: Founder of Exit Advisory Group on Helping Business Owners Exit Well
How2Exit
OCTOBER 9, 2023
-Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. He is also the host of the Buy, Grow, Sell podcast.
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9 Concepts We Can Learn About Raising Capital From How2Exit's Interview W/ Richard Luftig
How2Exit
MAY 23, 2023
Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. By understanding the market and having the knowledge and experience to make informed decisions, Richard has been able to make a successful business out of a difficult situation.
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Macroeconomic Quarterly Update (Summer 2024)
Chesapeake Corporate Advisors
AUGUST 14, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Why Investment Banking? How to Answer the Most Boring But Persistent Interview Question of All Time
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). and there’s now an overwhelming amount of information online about investment banking. answer casual but informed. They don’t reflect market changes over time. For example: “Sure.
Macroeconomic Quarterly Update (Spring 2024)
Chesapeake Corporate Advisors
MAY 13, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
10-16-2023 Newsletter: So you want to pursue a role in Private Equity?
OfficeHours
OCTOBER 16, 2023
It’s an opportunity to discover new possibilities and make informed decisions about your career path. EB) “ You guys are like the new WSO — WSO is full of trollers anyway, really tough to get access to any validated information.” Why not have these conversations and see where they may lead? Is Private Equity Right for You?
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How to Get an Investment Banking Internship
Mergers and Inquisitions
DECEMBER 20, 2023
30 – 40 coffee chats or informational interviews ). Internships at regional boutique banks. A good target might be to complete 20-30 coffee chats or informational interviews by the time your second year starts. One (1) solid finance internship and one (1) student/leadership activity or two solid finance internships.
10-31-2023 Newsletter: October 31st PROMO!
OfficeHours
OCTOBER 31, 2023
EB) “ You guys are like the new WSO — WSO is full of trollers anyway, really tough to get access to any validated information.” 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.” WHY CHOOSE US?
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Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 11, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 6, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Macroeconomics Quarterly Update
Chesapeake Corporate Advisors
MARCH 4, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Top Private Equity Firms for Associate Opportunities
OfficeHours
JUNE 2, 2023
The firm specializes in high-growth industries, so you will see a lot of investments in spaces like financial services (specifically FinTech), technology, telecommunications, information technology, and early-stage healthcare companies. When it comes to investment banking, there are only so many investment banks that you can choose from.
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Sensible Solutions and Technologies, Inc. Acquired DataSync Technologies, Inc.
Chesapeake Corporate Advisors
SEPTEMBER 4, 2024
“CCA’s deep govcon experience and specific expertise in the national security sector proved valuable throughout the process and helped SSATI achieve an exceptional deal outcome.” About SSATI SSATI is an information technology service provider specializing in contract work with the federal government and defense agencies.
06-30-2023 Newsletter: Mastering the Paper LBO: A Crucial Part of the Private Equity Interview Process
OfficeHours
JUNE 30, 2023
You may be given a piece of paper with assumptions written out, the interviewer may verbally tell you all the necessary assumptions to perform the LBO, or you might be prompted to ask questions to determine what relevant information you need. You can create a basic source & use a table with this information. WHY CHOOSE US?
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SoftTech Solutions, Inc. acquired by Synergy ECP, backed by Falfurrias Capital
Chesapeake Corporate Advisors
APRIL 8, 2024
With core capabilities in software engineering, big data and cloud computing, and informational retrieval systems, SoftTech employees average nearly 20 years of industry experience and provide on-contract technical leadership in key mission areas. For more information, visit www.softtech-solutions.com.
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Investment Banking Spring Weeks: The Full Guide
Mergers and Inquisitions
MARCH 27, 2024
run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), In fact, here’s an example of one such tracker with dates and information by bank. Applications normally open between August and October, offers are usually sent in December – January, and you get the scheduling information in February.
07-04-2023 Newsletter: July 4th PE Platform Sale!
OfficeHours
JULY 4, 2023
EB) “ You guys are like the new WSO — WSO is full of trollers anyway, really tough to get access to any validated information.” 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.” WHY CHOOSE US?
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Vetegrity, LLC. Recapitalized By Private Investor Group
Chesapeake Corporate Advisors
OCTOBER 16, 2024
“The CCA team is grateful for the opportunity to work with Mark Feffer, Ken Foxton, and Sean Keller as they continue to build a powerful middle market company serving the Defense Information Systems Agency and the intelligence community overall,” O’Neill said. For more information, visit www.ccabalt.com or call 410.537.5988.
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How to Select a Business Broker
Sun Acquisitions
JULY 6, 2022
Boutique brokerage firms like Sun Acquisitions pride themselves on providing one-on-one business broker services, dedicating as much time as needed to help you in your endeavor. Disclaimer: Any information provided in this blog is not intended to replace legal, financial, or taxation advice given by qualified professionals.
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Venture Capital Internships: The Best “Pre-Banking” Role?
Mergers and Inquisitions
FEBRUARY 19, 2025
People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons. Taking notes in meetings and finding information for the full-time staff. Writing investment memos and presentations.
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How much equity should you give away when taking investment for growth?
Growth Business
OCTOBER 25, 2024
By carefully considering these factors, you can make an informed decision that sets your business on the path to success.
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QI Services, LLC, KI Services, LLC, and PCH Logistics Inc. acquired by Allstates WorldCargo, Inc., backed by Clarendon Capital
Chesapeake Corporate Advisors
APRIL 8, 2024
For more information, visit www. About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. allstates-worldcargo.com.
02-09-2024 Newsletter: Intention to Lateral?
OfficeHours
FEBRUARY 9, 2024
EB) “ You guys are like the new WSO — WSO is full of trollers anyway, really tough to get access to any validated information.” 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.” WHY CHOOSE US?
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A new chapter for RBC BlueBay Asset Management’s London-based fixed income trading desk
The TRADE
OCTOBER 26, 2023
UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. Information leakage is key. I don’t want to go out there on a whim and ask someone because they might just pass and say I don’t want to trade that, because then they’ve got all my information.”
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Stuart Knott Joins CCA as Managing Director
Chesapeake Corporate Advisors
JANUARY 26, 2023
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
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Investment Banking Travel – A practical view
Wizenius
OCTOBER 3, 2024
Investment Bankers travel frequently for meetings like (not exhaustive list) 1) Pitch to win a new client 2) Kick-off meeting for a new deal 3) Meeting to gather data for Information Memorandums, financial models or meetings to introduce the client to potential investors etc. Business traveling makes things more complicated.
The TRADE’s most read stories of the year part three: Regulation, consolidation and resignation
The TRADE
DECEMBER 29, 2023
The Group said the move will help it to reap the benefits of a “global multi-boutique model” as well as a global distribution team in asset management. Among the asset management bands that were merged were Perpetual, Pendal, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.
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Investment Banking in Dubai: The New York of the Middle East?
Mergers and Inquisitions
JUNE 21, 2023
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. Among the other banks, HSBC usually makes a strong showing, most middle-market banks are barely present, and the other elite boutiques (Evercore, Lazard, etc.)
The Full Guide to Pre-MBA Internships: Are They Worth It?
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.
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Confidential Family Office Acquires Peppy’s Car Wash
Chesapeake Corporate Advisors
JUNE 26, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.ccabalt.com or call 410.537.5988.
Whitney Bailey Cox & Magnani, LLC Acquired by TranSystems Corp.
Chesapeake Corporate Advisors
JULY 10, 2023
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group
Periculum Capital
NOVEMBER 15, 2022
The strategy also staged the release of information about the Company according to strict hurdles designed to minimize exposure to competitors and foreign entities. www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community.
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Why Private Equity Investors Find Government Contractors Attractive
Chesapeake Corporate Advisors
OCTOBER 22, 2024
By understanding the factors that draw PE groups to this sector, you can make an informed decision about the best pathway to success for your company. Government contracting offers a compelling mix of advantages and opportunities that PE groups find appealing.
Insurance Broker Valuation Multiples: Q3 2024 Projections
Sica Fletcher
JUNE 11, 2024
Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. Reach out to us using the contact information below or through the contact page of this site.
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Thinking of Selling Your Business? Why You Need a Sell-Side Quality of Earnings Report
Chesapeake Corporate Advisors
MAY 24, 2024
Investing in a sell-side QofE report upfront also enables you to include validated financials in the Confidential Information Memorandum (CIM) that your investment bankers will prepare and use to market your business. When you are ready to sell the business that you have spent years building, you want to achieve the best possible outcome.
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Elevate Your Customers’ In-store Checkout Experience: Introducing RazorpayBillme Auto Fetch
Razorpay
FEBRUARY 22, 2024
Whether you’re a small boutique or a multi-store retail chain, auto fetch offers very tangible benefits that translate into real results. Step 2: Razorpay POS looks up the customer’s payment method across historical data to fetch their contact information, if it has been saved earlier.
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