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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Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

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Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

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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. It’s one area where people on both sides tend to talk past each other : Bankers say that wealth management roles pay less, offer less interesting work, and lack good exit opportunities.

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The TRADE

AUGUST 24, 2023

Perpetual Group has merged its existing regional asset management businesses to form one global division led by a newly created role of chief executive of asset management. 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.

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Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

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iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

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Chesapeake Corporate Advisors

NOVEMBER 14, 2024

We were thrilled to advise ownership in executing a sale process, which ultimately led to the ideal partner for the management team and staff. Stuart Knott, who led the deal team for CCA , added, “AMA has long been recognized as a leading environmental lab in the Mid-Atlantic market.

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Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. The post Stuart Knott Joins CCA as Managing Director appeared first on Chesapeake Corporate Advisors. For more information, visit www.ccabalt.com or call 410.537.5988.

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Mergers and Inquisitions

FEBRUARY 2, 2022

Managing Director (MD) 35-50 $400-$600K $1,000-$3,000K+ N/A. Meanwhile, some elite boutique banks , such as Centerview, went up to $130K for Year 1 Analysts (!). And some elite boutiques paid above these numbers, meaning that some 2 nd Year Analysts could have earned closer to $300K, depending on the base salary number you select.

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The TRADE

JULY 5, 2024

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. He also previously worked for Gestnord, the brokerage arm of Banca Sella.

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iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

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The TRADE

JULY 12, 2024

Edmond de Rothschild Asset Management has appointed Regine Wiedmann as head of distribution for the DACH region. She will report directly to Marie Jacot, global head of distribution at Edmond de Rothschild Asset Management, and will be based between Frankfurt and Geneva.

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Global Banking & Finance

JUNE 29, 2023

CHOM CAPITAL: Integrating Sustainability Into Every Stage of the Investment Process CHOM CAPITAL GmbH is an owner-operated asset management boutique with a proven track record across European equities.

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The TRADE

FEBRUARY 5, 2024

Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX. His new role is unconfirmed.

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The TRADE

JANUARY 26, 2024

Andrew Jackson Vontobel Asset Management has appointed ex-Credit Suisse senior executive Andrew Jackson, as its new head of fixed income, replacing Simon Lue-Fong who is departing after three years in the role. A spokesperson told The TRADE that Jackson will oversee a team of 39 investment professionals in his new role.

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Chesapeake Corporate Advisors

JANUARY 15, 2025

Managing Director Stuart Knott, who led the deal team for CCA, added, CCAs Business Services Team is grateful to have had the opportunity to advise Fireline on such an important step in a legacy that extends over three generations of the Waters family. We had an incredible response from the market and results that far exceeded my goals.

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Benchmark International

APRIL 19, 2023

Our managing partner, Kendall Stafford, has been awarded the SHE for SHE Leader award by the Global M&A Network's Fifth Annual Top USA Women Dealmakers awards. The SHE for SHE Woman Leader award honors an influential woman from the private equity, venture capital, M&A, and restructuring transactional communities.

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The TRADE

JUNE 1, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium, The TRADE can reveal. Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading.

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The TRADE

DECEMBER 29, 2023

Perpetual merges regional asset management businesses under one global umbrella At number two in our most read stories series, we have the announcement that Perpetual Group had merged its regional assets management businesses to form one global division in August.

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Growth Business

AUGUST 15, 2023

So says Lee Chin Jian, vice-president at boutique investment bank DAI Magister , which has offices in New York and in London, and has advised tech startup clients which have been sold to Apple, Nokia, NVIDIA, Shell, Ziff Davis and others.

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Chesapeake Corporate Advisors

OCTOBER 31, 2023

Managing cash flow effectively can make or break a business. The post The Crucial Role of Net Working Capital in M&A: Beyond Cash Management appeared first on Chesapeake Corporate Advisors. For many entrepreneurs, cash is king. It ensures bills are paid on time, salaries are met, and opportunities can be seized.

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The TRADE

JULY 15, 2024

Flavio Paparella was named managing director within BTIG’s global emerging markets fixed income group, joining from Seaport Global Holdings where he also served as a MD focused on LATAM fixed income. He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina.

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The TRADE

AUGUST 20, 2024

Northern Trust has been selected to provide outsourced trading to global asset manager Nedgroup Investments via its Integrated Trading Solutions (ITS). Amy Thorne Specifically, Northern Trust will support Nedgroup with its new in-house multi-boutique fixed income platform.

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Focus Investment Banking

JULY 17, 2024

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. Download the full report here. The post Business Services 2Q 2024 M&A Report appeared first on FOCUS.

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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). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms.

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Focus Investment Banking

APRIL 30, 2024

The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics. Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions.

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The TRADE

JUNE 12, 2023

Fixed income investment banking boutique KNG Securities has appointed Fernando Ortega as its new head of emerging market sales. He joins KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

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OfficeHours

JUNE 2, 2023

More specifically, Blackstone has been chipping away at a lot of companies in the software industry, such as Cvent, which is the event and work-from-home management. Just like with middle market private equity, you will find yourself working with management both internally within your firm and your portfolio companies much more frequently.

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The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

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The TRADE

AUGUST 7, 2023

Described as “grace under fire,” Paco Ybarra joined Citi in 1987 as a management associate, going on to work on Citi’s trading floors in Mexico, Singapore, New York and London. Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities.

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Peak Frameworks

SEPTEMBER 11, 2023

Vanderbilt is home to the Owen Graduate School of Management , a highly-ranked business school that offers an MBA and Executive MBA program. Vanderbilt has one of the lowest Elite Boutique %s among all target and semi-target schools, with no representation at several elite boutiques.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. 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.

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The TRADE

SEPTEMBER 10, 2024

Francesco Margini The move comes as the FCM sought a solution which could provide extensive automation across clearing and settlement workflows. The Advantage-XTP rollout demonstrates ION’s proven track record in bringing new products to the market and the strong discipline required for a timely and successful delivery to customers.”

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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. Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading.

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Mergers and Inquisitions

DECEMBER 20, 2023

Think: Engineering, math, statistics, or something with elements of all these, such as “management science” or “operations research.” Internships at regional boutique banks. Wealth management. Anything in real estate , such as brokerage, appraisal, or lease management. Corporate finance roles at nearby companies.

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The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

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