Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). They may keep some CS investment bankers in the U.S. banks (GS, MS, JPM, BofA, and Citi).

Banking 98

Banking Bank Government Investment Banking 98

Peak Frameworks

SEPTEMBER 19, 2023

Financial firms, from Wall Street giants to boutique investment banks in Europe, have recognized its value. 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.

Business 52

Business Finance Finance Investment Banking 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Distressed Debt Non-Control – Buy Debt to gain influence in the restructuring or bankruptcy process and earn a huge gain upon repayment – or get common shares in a debt-for-equity swap and sell the shares at a profit. DCM would be a tougher sell because you only work with investment-grade bonds.

Debt 103

Debt Funds Investment Equities 103

Chesapeake Corporate Advisors

MAY 2, 2023

While these questions might be more critical if you plan to stay on board or could profit from earnouts, many owners need to feel good about the buyer’s strategy once they take the reins. Are you aligned on their transition plan and confident it won’t jeopardize customer service?

Business 52

Business Investment Banking Corporation Advisory 52

Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Chesapeake Corporate Advisors

MAY 24, 2024

Why You Need a Sell-Side QofE When Selling Your Business At a high level, a sell-side QofE report analyzes and validates your business’s profitability, assessing both revenue and costs. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report. The post Thinking of Selling Your Business?

Business 52

Business Negotiation Investment Banking Sale 52

Chesapeake Corporate Advisors

MAY 7, 2024

Based on their experience handling many successful deals, the investment banker can connect you with other professionals who have helped business owners like you achieve their financial goals when they are ready to exit the business, securing the best deal team for the job.

Business 52

Business Sale M&A Negotiation 52

Solganick & Co.

FEBRUARY 2, 2024

Despite that fact – and the lack of any significant recovery in the year’s back half – dealmakers are optimistic in the New Year, according to Aaron Solganick, chief executive of El Segundo-based investment bank Solganick & Co. “A For more information, please contact us.

M&A 40

M&A Business Middle Market Investment Banking 40

Peak Frameworks

MAY 2, 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. For example, a boutique seamstress may consign their goods to a clothing store to sell their goods in order to reach more customers.

Sale 52

Sale Management Collaboration Retail 52

Chesapeake Corporate Advisors

JUNE 2, 2023

The founder also secured staff buy-in on the new plan, held the team more accountable, provided incentives for achieving profitable growth initiatives, and revisited the plan often to keep it agile. The founder envisioned building enterprise value to $40M in three years. 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

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., 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

Chesapeake Corporate Advisors

APRIL 15, 2025

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. Improved Cost Control and Efficiency FP&A can identify operational inefficiencies and opportunities to reduce costs, helping to boost profits.

Middle Market 52

Middle Market Profitability Business Corporation 52

How2Exit

MAY 6, 2025

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. But don’t let the word “boutique” fool you. Not true, he says. The problem?

Book-building 130

Book-building Business M&A Advisory 130