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! WHY CHOOSE US?

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

OfficeHours

OCTOBER 16, 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.” ANSWER THIS FORM A Few Reads to Digest Why Take-Private Dealmaking Remains Attractive for PE Investors In today’s world, there is much uncertainty around public markets.

Private Equity 130

Private Equity Equities Recruitment Investment Banking Analyst 130

The TRADE

JUNE 12, 2023

Van Suchtelen joined LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market. LedgerEdge appointed Stefano Dallavalle is its new product director and Diederik Van Suchtelen as head of its Amsterdam office and EU sales.

Asset Management 64

Asset Management Trading Consulting Investors 64

The TRADE

JULY 12, 2024

“Her sales strategies, specifically tailored to the regional markets, will continue to drive and grow our business in Germany, Austria and now Switzerland, helping our sales teams to continue to be relevant and bring best in class investment strategies to the DACH region’s investors.”

Asset Management 64

Asset Management Sale Boutique Management 64

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team. A native of Rockville, Maryland, Miles holds a B.A.

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. Smith School of Business of the University of Maryland.

Management 52

Management Investment Banking Middle Market Boutique 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

OfficeHours

FEBRUARY 9, 2024

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.” Getting someone to listen Why Take-Private Dealmaking Remains Attractive for PE Investors In today’s world, there is much uncertainty around public markets.

Private Equity 173

Private Equity Recruitment Banking Bank 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

How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm.

Business 130

Business Negotiation Book-building Shares 130

The TRADE

JUNE 5, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium later this year, The TRADE can reveal. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. Her new title is unconfirmed; however, The TRADE understands that it is not a trading role.

Trading 52

Trading Accountant Capital Sale 52

Chesapeake Corporate Advisors

MAY 24, 2024

Growth Opportunities PE investors seek to target companies with the potential to grow significantly, whether by expanding into new geographies, tapping into new customers or products, or introducing innovative products and services. trillion in growth and buyout private equity dry powder , these investors stand ready to bridge the gap.

Middle Market 52

Middle Market Private Equity Equities Investment 52

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. You can also sell debt instruments such as bonds, bills, or notes to investors to raise capital.

Finance 52

Finance Finance Debt Equities 52

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.

Investment Banking 52

Investment Banking Investment Banking Bank 52

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

MARCH 22, 2023

Investors panicked and bid down the prices of other AT1 bonds in Europe, which prompted EU regulators to step in and state that this “ would not happen to other banks.” Investors and large depositors looked at the market and said, “OK, banks are in trouble. The AT1 bondholders are now banding together to file a lawsuit.

Banking 98

Banking Bank Government Investment Banking 98

Chesapeake Corporate Advisors

AUGUST 16, 2024

These investors are attracted to well-run businesses with positive cash flows, a diverse customer base, and strong industry tailwinds. Businesses primed to take advantage of strategic growth opportunities (given sufficient capital) or operate in a fragmented market that is ripe for consolidation will be even more appealing to PE investors.

Private Equity 52

Private Equity Equities Investment Business 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations This list was extremely difficult to compile due to the lack of company-level deals in the sector, but I’ve done my best: Solar Sunergy Renewables – SPAC / IPO (Cohen and Houlihan Capital) Investor Presentation Fairness Opinion (pg.

Investment Banking 59

Investment Banking Banking Bank Investment 59

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

Mergers and Inquisitions

MARCH 13, 2023

Set Up a “Bond Ladder” – You know, just like every retail investor does. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs. Venture capital firms also deserve some of the blame here.

Banking 123

Banking Bank Funds Government 123

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

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) Also, you can sometimes win roles in fundraising and investor relations as a foreigner if the firm targets overseas investors for its Limited Partners.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

OCTOBER 18, 2023

You’ll find information on previous issuances and shareholders / investors, and you might occasionally work on a simple model for an IPO or bond issuance. If this same $1 billion company went public in an IPO, it might sell 10 – 20% of its shares to investors. If it’s a 5-person regional boutique , take the BB capital markets offer.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

APRIL 19, 2023

All mining companies care about their production and reserves and always want to convince investors that they can grow them over time. Key Uses: Since copper is the best conductor of electricity among non-precious metals, it’s widely used in machinery, appliances, batteries, and even electrical wiring for entire buildings.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

JANUARY 10, 2024

The Top Firms in Wealth Management vs. Investment Banking Most people would say the top investment banks are the bulge brackets and elite boutiques , at least for entry-level roles. If you decide it’s not for you, you might be able to move into investor relations , fundraising, or sales jobs, but deal-based roles are highly unlikely.

Investment Banking 59

Investment Banking Management Banking Bank 59

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. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Growth Business

APRIL 16, 2024

Event: Independent Hotel Show Date: 15-16 October 2024 Location: Olympia, London, W14 8UX Website: www.independenthotelshow.co.uk/ Brief: An event dedicated entirely to the sector of luxury and boutique hoteliers. It will features over 350 hotel-focused exhibitors, suppliers, designers and industry experts.

Business 52

Business Sale Finance Finance 52

Peak Frameworks

MAY 22, 2023

Investors may profit from land appreciation, development, or leasing for agricultural or other purposes. Hotels and Hospitality Lodging and tourism-related properties, from boutique hotels like The NoMad in New York City to global chains like Marriott.

Investment 52

Investment Finance Finance Private Equity 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

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.

Government 52

Government Business Middle Market Corporation 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one. Distress Investing – This is good if you’re more advanced and want something written by a top distressed hedge fund investor. The Art of Distressed M&A – Another good reference, but more geared toward investment banking.

Debt 103

Debt Funds Investment Equities 103

Wizenius

MARCH 25, 2023

If the company is not an FX boutique or exchange, FX gains and losses typically are not part of the company's EBITDA. This compensation was well above market value and was a controversial topic among investors. Tesla added back this one-time expense to its EBITDA calculation, resulting in an adjusted EBITDA of $4.2

Insurance 52

Insurance IT Investment Shares 52

Mergers and Inquisitions

DECEMBER 4, 2024

With teams valued at sky-high prices, deal participation is limited to institutional investors such as SWFs and PE firms (and the occasional billionaire). Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. LionTree and Allen & Co.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking 64

Investment Banking Equities Banking Bank 64

OfficeHours

SEPTEMBER 2, 2023

Private equity involves Over the last couple of weeks, we’ve had a couple of phenomenal individuals on our webinar including — Jake – former IB/Consultant who moved over to Strategy at one of the largest media conglomerates in the world out of Los Angeles (Disney) Anthony (ex-student athlete) went to UBS IB and then moved to MM PE and now going (..)

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

Growth Business

OCTOBER 31, 2024

While any investor can provide financial backing, the right one can offer so much more. What other value-add are you hoping the investor can bring besides funds? Corporate investors may offer strategic value alongside funding, particularly in relevant industries. Learn about the investor’s reputation and expertise in the market.

Investment 97

Investment Investors Equities Business 97