How M&A boutique Evercore became ‘Goldman North’
Financial Times - Banking
MARCH 12, 2024
The New York investment bank is narrowing the gap with its downtown Wall Street rival
Boutique Investment Banking M&A 
Investment banks prepare for 2025 crunch
Financial Times - Banking
JANUARY 5, 2025
Boutiques counting on M&A rebound to support elevated valuations and star hires
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Who Are the Best M&A Advisors for Tech Companies?
iMerge Advisors
APRIL 10, 2025
Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.
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Who are the best M&A advisors for tech companies?
iMerge Advisors
APRIL 9, 2025
Summary of: Who Are the Best M&A Advisors for Tech Companies? This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals.
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Why Investment Banking? How to Answer the Most Boring But Persistent Interview Question of All Time
Mergers and Inquisitions
OCTOBER 16, 2024
“Why investment banking?” 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. in Interviews for Steppingstone Internships “Why Investment Banking?”
How to Get an Investment Banking Internship
Mergers and Inquisitions
DECEMBER 20, 2023
If you want to know how to get an investment banking internship, it’s simple: Start very, very early and have a great “Plan B” if something goes wrong. And yes, you read the news correctly: Banks like RBC, DB, Houlihan Lokey, Rothschild, and Guggenheim opened 2025 summer internship applications in calendar year 2023.
Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?
Mergers and Inquisitions
MAY 10, 2023
I’ve found that two main groups care about investment banking in Singapore : Students who are from Southeast Asia and are considering whether they want to work in Singapore, NY, London, or other places. It’s just that it’s smaller than you might expect, which means a lower investment banking headcount than true financial centers.
Texas A&M Investment Banking Placement (Using Data)
Peak Frameworks
OCTOBER 4, 2023
Texas A&M is a public, land-grant research university located in College Station, Texas. Texas A&M is the largest school in the U.S. Texas A&M also has a highly-renowned athletics program and student life. Texas A&M has a respectable Presence score of 41% and an Elite Firm Hires % of 48%. Welsh III U.S.
Investment Banking in Dubai: The New York of the Middle East?
Mergers and Inquisitions
JUNE 21, 2023
Investment banking in Dubai stands out for attracting remarkable hype on social media. Specifically, should you aim for entry-level investment banking roles in Dubai rather than London, New York, or other financial centers? It’s almost like the city has its own PR department and never-ending marketing campaign.
Bulge Bracket IB Or Boutique IB - Which one to choose?
Wizenius
JULY 9, 2023
The choice between working in a bulge bracket investment bank or a boutique investment bank depends on individual preferences and career goals. Specialization and Niche Expertise: Boutique IB Firms specialize in specific industries or sectors, offering in-depth knowledge and tailored advice.
Do You Need An Insurance Agency Investment Bank?
Sica Fletcher
AUGUST 21, 2024
Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. Do You Need An Insurance Agency Investment Bank?
Bulge Bracket Banks: 2024 Edition
Mergers and Inquisitions
NOVEMBER 22, 2023
I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. What is a “Bulge Bracket Bank”? So, if you need to refer to these firms in real life, try something like “large bank(s)” instead. This does not mean it’s a bad place to work.
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The Top Insurance Agency Investment Banks of 2024
Sica Fletcher
AUGUST 6, 2024
Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.
Business Services 2Q 2024 M&A Report
Focus Investment Banking
JULY 17, 2024
2Q 2024 M&A Report : This quarter there was a noticeable increase in demand for specialized business services within middle market M&A transactions. This period also saw a rise in competition, with boutique consulting firms focusing on specific niches and providing innovative strategies to adapt to changing market conditions.
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Investment Banking in India: Please Avoid It and Try Again in Another Country
Mergers and Inquisitions
JULY 17, 2024
If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. But the main problem is that winning a “true” front-office investment banking role in India is virtually impossible, even if you have outstanding academic credentials and work experience.
University of Toronto (UofT) Investment Banking Placement (Using Data)
Peak Frameworks
JANUARY 15, 2024
If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UofT is ranked #4 on our Canadian investment banking target school list , earning itself a designation as a Canadian semi-target school.
Investment Banker Salary and Bonus Report: 2022 Update
Mergers and Inquisitions
FEBRUARY 2, 2022
I did not expect to revisit investment banker salary and bonus data for a while, but the banks ruined my plans by changing base salaries multiple times in less than a year. based roles at large banks as of early 2022, along with total compensation from 2021. What Happened to Investment Banking Fees? VPs: 25-30%.
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Wealth Management vs. Investment Banking: Career Deathmatch
Mergers and Inquisitions
JANUARY 10, 2024
If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. And wealth managers at large banks may advise people with as little as a few hundred thousand to invest. Think: benchmarking portfolios rather than modeling companies.
Wall Street Mastermind Review: Should You Hire a Coach to Get Into Investment Banking?
Mergers and Inquisitions
AUGUST 7, 2024
To be clear, this is a tiny percentage of my annual income (think: well below 1%) because most of my earnings come from other sources (products, rent, investments, etc.). But even with this, you need to start earlier because fewer banks will be open to hiring you, and the banks that are open to hiring you tend to finish recruiting earlier.
M&A is Back!
Solganick & Co.
MAY 13, 2024
May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. Aaron Solganick founded the firm in 2009 after serving as the senior vice president of investment banking at B.
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Business Services 1Q 2024 M&A Report
Focus Investment Banking
APRIL 30, 2024
1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies. Download the full report here.
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Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions
Mergers and Inquisitions
OCTOBER 18, 2023
Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?
Equiteq Expands ANZ Presence With Appointment of New Managing Director
Equiteq
APRIL 25, 2025
Equiteq, a leading global boutique investment bank, is pleased to announce the appointment of Simon Croft as Managing Director , based in Melbourne, Australia.
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How Some Sellers are Still Thriving in a Difficult M&A Environment
Chesapeake Corporate Advisors
APRIL 8, 2024
When investment bankers apply a strategic approach to taking the business to market and provide the right resources and guidance, they and their clients thrive. The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021.
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Renewable Energy Investment Banking: How to Make Greens by Going Green
Mergers and Inquisitions
SEPTEMBER 11, 2024
If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?
M&A Spotlight “Building the Right Team Makes the Complex Seem Simple”
Focus Investment Banking
SEPTEMBER 3, 2024
Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. A great M&A team should also be made up of a great set of attorneys—both inside and outside your organization. in the winter of 2024.
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The Crucial Role of Net Working Capital in M&A: Beyond Cash Management
Chesapeake Corporate Advisors
OCTOBER 31, 2023
However, when it comes to M&A, cash alone does not tell the full story. In M&A transactions, the focus shifts from cash to a broader view of a company’s financial health. Here’s the intriguing part: NWC in M&A typically doesn’t include cash in the calculation. For many entrepreneurs, cash is king.
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10-16-2023 Newsletter: So you want to pursue a role in Private Equity?
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. People often say not to mess up an interview because it could affect your chances for more opportunities in the future.
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01-15-2024 Newsletter: Make 2024 Your Year to Recruit
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.
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02-09-2024 Newsletter: Intention to Lateral?
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?
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The Money Issue: Los Angeles Business Journal. M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome
Solganick & Co.
FEBRUARY 2, 2024
– Quoted in the Los Angeles Business Journal M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome BY STEVE CRIGHTON FEBRUARY 2, 2024 – Los Angeles, CA – Aaron Solganick, CEO and Founder of Solganick & Co. And they’re realizing they need to do an M&A transaction,’” he added.
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CCA Promotes Tim Brasel to Managing Director
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. Tim holds a B.S. from the Robert H.
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Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition
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?
People Moves Monday: A series of senior appointments
The TRADE
JUNE 19, 2023
Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.
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Stuart Knott Joins CCA as Managing Director
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. Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director.
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07-04-2023 Newsletter: July 4th PE Platform Sale!
OfficeHours
JULY 4, 2023
Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.
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Janney’s Journey to $1 Billion and Beyond
The Deal
FEBRUARY 6, 2024
And with an aim of three times growth over that span, or about 30% to 40% compound annual growth, the Philadelphia-based wealth manager and investment bank is on a path to grow its current business and add more lines of expertise through acquisition. TM is the firm’s third acquisition of a boutique specialist since 2018.
SoftTech Solutions, Inc. acquired by Synergy ECP, backed by Falfurrias Capital
Chesapeake Corporate Advisors
APRIL 8, 2024
The CCA investment banking team on this transaction included Marty O’Neill, Managing Director, Andy Spears, Vice President, and Aidan Olmstead, Senior Analyst. SoftTech Solutions”), a custom software development firm that specializes in serving the U.S. Intelligence Community. intelligence and defense communities.
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Mizuho Eyes Bigger Slice of U.S. Middle Market
The Deal
FEBRUARY 7, 2024
market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. 38 in M&A. 38 in M&A.
Common Types of Insurance Agency Sellers
Sica Fletcher
APRIL 11, 2024
Seller 1: The Owners Insurance agency sellers typically have clear motivations and goals going into the M&A deal process. Insurance Agency Seller Motivations Insurance agency owners enter into an M&A arrangement with one of several goals in mind.
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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. This prompted Richard to apply to law school and he graduated from law school while working at the investment bank. Ron Concept 1: Adapt To Uncertain Times. In today's world, uncertainty is a constant.
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Vetegrity, LLC. Recapitalized By Private Investor Group
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.
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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?
Mergers and Inquisitions
MARCH 22, 2023
Before delving in, though, I want to start with the elephant in the room: I was partially wrong ~5 months ago when I wrote about Credit Suisse, UBS, and Deutsche Bank, and whether they would become Lehman Brothers 2.0. billion at a P / BV multiple of 0.1x – exceptionally low for a commercial bank. ” So, what happened?
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Distressed Debt Hedge Funds: How to Become a Vulture Capitalist
Mergers and Inquisitions
SEPTEMBER 13, 2023
Distressed investing relates specifically to Debt and how much a company’s Debt and Equity “should” be worth when various scenarios play out. The catalysts could be anything from quarterly earnings announcements to covenant breaches to announcements of M&A deals, financings, or strategic reviews.
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