Chesapeake Corporate Advisors

OCTOBER 16, 2024

“Their expertise in M&A, understanding of market dynamics, and extensive knowledge of government contracting were invaluable in ensuring the success of this process.” The CCA investment banking team on this transaction included Managing Director Marty O’Neill , Vice President Andy Spears, and Analyst Miles Galley.

Investors 52

Investors Investment Banking Middle Market Government 52

Wizenius

MAY 27, 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 work on the Information Memorandums/financial models or meetings to introduce the client to potential investors etc.

Investment Banking 40

Investment Banking Investment Banking Bank 40

OfficeHours

OCTOBER 16, 2023

Applicable to Investment Banking Analysts and Beyond! These discussions might reaffirm your interest in Investment Banking as a perfect fit, or they could steer you in a completely different direction. Learn more from our leading Private Equity Course! Just do it. I can’t imagine going through it without Office Hours.” (EB)

Private Equity 130

Private Equity Equities Recruitment Investment Banking Analyst 130

OfficeHours

OCTOBER 31, 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.” However, for private equity investors, this uncertainty represents The Path to Success: Building a Thriving Career in Private Equity Congratulations!

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

OfficeHours

JANUARY 15, 2024

Results stay anonymous Yes, I’m hoping there are many opportunities available Open to seeing opportunities but I don’t need to move Not really looking to recruit Wall Street banks want to forget about 2023. This was supposed to be the year that investment banking bounced back. But 2024 may not be much better.

Recruitment 130

Recruitment Private Equity Boutique Equities 130

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking? and Industrias Peñoles (Mexico).

Investment Banking 52

Investment Banking Banking Bank Investment 52

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

OfficeHours

FEBRUARY 9, 2024

How To Navigate Multiple Offers and Move ASAP Coming from a non-target school, investment banking jobs were coveted roles that were few and far between. Fortunate enough to be one of the “lucky ones”, I landed my first banking role at an MM shop on the Restructuring team. Intention to Lateral? WHY CHOOSE US?

Private Equity 173

Private Equity Recruitment Bank Banking 173

Chesapeake Corporate Advisors

JANUARY 26, 2023

Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor. He also brings the benefit of his experience in a senior-level role with a regional PE firm, affording him a first-hand understanding of what attracts investors to sellers.

Management 52

Management Middle Market Investment Banking Corporation 52

Chesapeake Corporate Advisors

MAY 24, 2024

For business owners who are thinking about selling today, it is helpful to understand five factors now driving PE investment in the middle market. This strategic approach aims to accelerate growth, thereby boosting investor returns through the cultivation of a larger entity primed to dominate a particular market space.

Middle Market 52

Middle Market Private Equity Equities Investment 52

Mergers and Inquisitions

MARCH 22, 2023

These are known as “Additional Tier 1 (AT1) Bonds” or “contingent convertible” (CoCo) bonds, and they allow a bank to boost its capital ratios without diluting shareholders via an equity issuance. The “run” on CS started last year if you look at the Balance Sheet above, but it accelerated with the Silicon Valley Bank failure the week before.

Bank 98

Bank Banking Government Investment Banking 98

Chesapeake Corporate Advisors

AUGUST 16, 2024

First, Some PE Fundamentals PE investment in the middle market is defined by a fairly common set of criteria. These investors are attracted to well-run businesses with positive cash flows, a diverse customer base, and strong industry tailwinds. This is often called a “buy and build” approach.

Private Equity 52

Private Equity Equities Investment Business 52

Mergers and Inquisitions

MARCH 13, 2023

Set Up a “Bond Ladder” – You know, just like every retail investor does. Leave the Proceeds in Cash Temporarily – Some banks, like Fifth Third, did this, with the CFO stating that the bank “could afford to be patient.” But commercial banking is a different story. Venture capital firms also deserve some of the blame here.

Banking 123

Banking Bank Funds Government 123

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.” is better for domestic funds. for a few years.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

If you’re a seller who is evaluating the opportunity to partner with a private equity investor, it’s essential to understand the various characteristics of private equity funds that might be interested in your business.

Private Equity 52

Private Equity Funds Equities Debt 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals. What is Sports Investment Banking?

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

SEPTEMBER 13, 2023

How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant. DCM would be a tougher sell because you only work with investment-grade bonds. But it’s more common to go from law school to investment banking and then move to a hedge fund.

Debt 103

Debt Funds Investment Equities 103

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. When you decide to sell your business, it is likely you will generate interest from various types of buyers. What is the Deal’s Financial Structure?

Business 52

Business Equities Debt Corporation 52

Chesapeake Corporate Advisors

MAY 4, 2023

The Trouble with Unsolicited Offers Unsolicited offers are common for businesses on a strong growth trajectory, with lower risk profiles or recurring revenue models that allow investors to project their returns confidently. And unsolicited offers are happening even in today’s unpredictable economic environment.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

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. Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

Investment Banking 64

Investment Banking Equities Banking Bank 64

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. For more information, visit www.ccabalt.com or call 410.537.5988.

Government 52

Government Business Middle Market Corporation 52

Mergers and Inquisitions

MARCH 13, 2024

There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor. Many people still get in from investment banking and management consulting , but some also get in from VC and finance-related jobs at startups.

Private Equity 105

Private Equity Equities Capital Portfolio 105

OfficeHours

SEPTEMBER 2, 2023

You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. He began his professional journey as an Investment Banking Analyst at UBS.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

Mergers and Inquisitions

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. Preferential Treatment: Firms cannot use “ side letters ” to give certain investors materially better terms unless they disclose them to all the other investors.

Private Equity 105

Private Equity Equities Finance Finance 105

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

The seller’s equity investment enables the PEG to reduce their own investment, freeing up cash for additional acquisitions. As a minority investor, the seller may have control over the day-to-day operations of the company but typically will not have the final say on larger decisions (e.g., further borrowings, distributions).

Private Equity 52

Private Equity Equities IT Investment 52

Chesapeake Corporate Advisors

APRIL 15, 2025

Greater Investor and Stakeholder Confidence A well-structured FP&A function builds the financial transparency that investors, lenders, and other stakeholders expect. Your stakeholders need to know you have the cash to invest in growth, service debt, and distribute funds to investors on the expected timeline.

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.). as most PE recruiting in other countries is off-cycle.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Chesapeake Corporate Advisors

MAY 13, 2025

Investors are watching closely for signs of a rate cut in June, which will hinge on forthcoming data and will likely be influenced by the Trump Administrations policies. Overview The Federal Reserve continues to monitor the labor market and inflation. For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 52

Investment Banking Advisory Corporation Boutique 52