From the Playing Field to Wall Street
The New York Times: Mergers, Acquisitions and Dive
JULY 20, 2024
For more than 200 pro athletes, the boutique investment firm Patricof Co. is opening the door to the private equity market.
Freestate Electric, LLC Acquired By Sojitz Energy Services LLC
Chesapeake Corporate Advisors
OCTOBER 28, 2024
Sojitz was created in 2004 as a result of the merger between Nichimen Corporation and Nissho Iwai Corporation. About Sojitz Corporation Sojitz Corporation (TYO: 2768) is a general trading company based in Tokyo, Japan with about 400 subsidiaries and affiliates worldwide.
Corporation 
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Bulge Bracket Banks: 2024 Edition
Mergers and Inquisitions
NOVEMBER 22, 2023
Greenhill was formerly considered an “elite boutique,” at least by some people, so this deal could turn Mizuho into more of an investment bank and give it a greater presence outside Asia, which is why I listed it in the “Potential” category above. The elite boutique banks (Evercore, Lazard, Centerview, etc.)
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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year
Mergers and Inquisitions
DECEMBER 4, 2024
Sports Investment Banking Definition: In sports IB, bankers advise on equity and debt issuances, mergers, acquisitions, and restructuring deals for sports teams and leagues, sports-adjacent technology and services firms, and facilities such as arenas, stadiums, and racetracks. What is Sports Investment Banking? LionTree and Allen & Co.
Investment Banker Salary and Bonus Report: 2022 Update
Mergers and Inquisitions
FEBRUARY 2, 2022
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. Investment Banker Salary and Bonus Levels: Analysts.
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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.
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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk
Mergers and Inquisitions
JANUARY 22, 2025
Equity research recruiting tends to be less structured, though the bulge bracket banks and elite boutiques still run traditional processes that start over a year before summer internships. On the other hand, IB beats it for deal-based hedge fund strategies, such as merger arbitrage and activist investing.
Benchmark International’s Kendall Stafford Wins SHE For SHE Leader Award
Benchmark International
APRIL 19, 2023
The awards honor and celebrate brilliant, highly respected, and inspirational women from the United States deal communities, from boutique, middle-market firms to large-cap segments.
Why Investment Banking? How to Answer the Most Boring But Persistent Interview Question of All Time
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. The post Why Investment Banking?
Venture Capital Internships: The Best “Pre-Banking” Role?
Mergers and Inquisitions
FEBRUARY 19, 2025
People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons. appeared first on Mergers & Inquisitions. The post Venture Capital Internships: The Best Pre-Banking Role?
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How to Get an Investment Banking Internship
Mergers and Inquisitions
DECEMBER 20, 2023
Internships at regional boutique banks. Smaller firms tend to be a bit slower, so you could find some middle-market and boutique openings, even if the bigger banks are done. The post How to Get an Investment Banking Internship appeared first on Mergers & Inquisitions. Corporate finance roles at nearby companies.
How to Select a Business Broker
Sun Acquisitions
JULY 6, 2022
This is in addition to being members of important organizations such as the Alliance of Merger & Acquisition Advisors (AMAA) and the International Business Broker’s Association (IBBA). Every broker you’ve shortlisted should ideally be a certified business intermediary (CBI). How much time will the broker dedicate to your cause?
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Investment Banking in Dubai: The New York of the Middle East?
Mergers and Inquisitions
JUNE 21, 2023
Many people would say that the elite boutiques – specifically, Moelis and Rothschild – are the top banks in the region based on deal activity, business model, and overall experience. Among the other banks, HSBC usually makes a strong showing, most middle-market banks are barely present, and the other elite boutiques (Evercore, Lazard, etc.)
Cole Strandberg Named Managing Director
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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11 Concepts We Can Learn About Why People Are The Important Part Of An M&A Deal From How2Exit's Interview W/ Kison Patel
How2Exit
JUNE 26, 2023
Ron Concept 1: Integration Makes Or Breaks Deal Integration is an essential part of any successful merger or acquisition. In conclusion, integration is an essential part of any successful merger or acquisition. When it comes to mergers and acquisitions, culture is even more important.
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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. To date, the firm has advised on more than $20 billion in merger and acquisition transactions.
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Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?
Mergers and Inquisitions
MAY 10, 2023
You can see a breakout of deals by specific country below, based on the same sources (ION Analytics, Dealogic, and Merger Market ): None of this means that Singapore is “bad.” Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space.
The Full Guide to Pre-MBA Internships: Are They Worth It?
Mergers and Inquisitions
APRIL 24, 2024
We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.
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Investment Banking Spring Weeks: The Full Guide
Mergers and Inquisitions
MARCH 27, 2024
run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), By contrast, you could ignore spring weeks, do student activities and clubs, and network a bit to win a summer internship at a boutique PE/VC/other firm. The post Investment Banking Spring Weeks: The Full Guide appeared first on Mergers & Inquisitions.
UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?
Mergers and Inquisitions
MARCH 22, 2023
Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Also, many of the elite boutiques will benefit because they’ll be perceived as “lower risk” after this crisis due to their lack of large Balance Sheets. Klein & Co.
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Investment Banking in India: Please Avoid It and Try Again in Another Country
Mergers and Inquisitions
JULY 17, 2024
Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. If you cannot do that, you could always aim for roles at boutiques or in adjacent fields, such as Big 4 Transaction Services or equity research , and move in from there.
Whitney Bailey Cox & Magnani, LLC Acquired by TranSystems Corp.
Chesapeake Corporate Advisors
JULY 10, 2023
This merger will yield immediate and long-term benefits for both companies.” “The WBCM and TranSystems combination is natural with similar focuses on innovative transportation and infrastructure solutions,” said TranSystems CEO Richard Morsches.
The Venture Capital Case Study: What to Expect and How to Survive
Mergers and Inquisitions
JULY 12, 2023
This startup claims that its service can boost Analyst productivity by 30% and generate millions in extra fees for the average bank, and it plans to sell it to boutique banks for $2,000 per month. The post The Venture Capital Case Study: What to Expect and How to Survive appeared first on Mergers & Inquisitions.
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Mizuho Eyes Bigger Slice of U.S. Middle Market
The Deal
FEBRUARY 7, 2024
Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. We continue to look to where there is a gap in the market and evaluate opportunities to stay current, relevant and address the needs of our clients.” GHC) for about $550 million.
Wall Street Mastermind Review: Should You Hire a Coach to Get Into Investment Banking?
Mergers and Inquisitions
AUGUST 7, 2024
If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms. appeared first on Mergers & Inquisitions. Grades: You need at least a 3.0 GPA to join the program; the higher, the better.
M&A as a Path to Enhanced Personalization Capabilities in Sign Manufacturing
Sun Acquisitions
AUGUST 21, 2024
This is where mergers and acquisitions (M&A) come into play. For instance, a general sign manufacturer acquiring a boutique firm known for bespoke signage can leverage the acquired talent to deliver more creative and customized solutions.
The Collapse of Silicon Valley Bank: The Start of Great Financial Crisis 2.0?
Mergers and Inquisitions
MARCH 13, 2023
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. appeared first on Mergers & Inquisitions. If anything, all this activity with asset sales and acquisitions will boost your prospects if you’re in a group like FIG.
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Distressed Debt Hedge Funds: How to Become a Vulture Capitalist
Mergers and Inquisitions
SEPTEMBER 13, 2023
If a merger arbitrage fund holds an average of 100 positions, a distressed fund might hold only 10-15 (or even fewer). Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one.
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Wealth Management vs. Investment Banking: Career Deathmatch
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. The post Wealth Management vs. Investment Banking: Career Deathmatch appeared first on Mergers & Inquisitions.
No Return Offer from an Investment Banking Internship: What to Do
Mergers and Inquisitions
AUGUST 23, 2023
All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates. No Return Offer” Policy – Some boutique banks hire interns but never plan to bring them back full-time. If you’re in this category, at least it’s easy to explain in interviews!
Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?
Mergers and Inquisitions
MARCH 13, 2024
Also, you can get in more easily from a middle-market or boutique bank. appeared first on Mergers & Inquisitions. Many people still get in from investment banking and management consulting , but some also get in from VC and finance-related jobs at startups.
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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
Opportunities for mergers and acquisitions in Los Angeles have seldom been more ripe, but many may end up spoiling on the vine while dealmakers hold out for a better alternative. He said his boutique investment bank is in full-on hiring mode in order to keep up with the current dealmaking demand, with a likely uptick on the horizon. “At
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Private Equity in China: The Worst of Both Worlds?
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.) appeared first on Mergers & Inquisitions. is better for domestic funds. The post Private Equity in China: The Worst of Both Worlds?
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.
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Renewable Energy Investment Banking: How to Make Greens by Going Green
Mergers and Inquisitions
SEPTEMBER 11, 2024
Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.
From Wealth Management to Investment Banking: How to Make the Leap
Mergers and Inquisitions
JUNE 5, 2024
The skill sets and cultures are too different, and it will be tough even if you aim to move from a bulge bracket wealth management team to a regional boutique investment banking team. The post From Wealth Management to Investment Banking: How to Make the Leap appeared first on Mergers & Inquisitions.
10 Questions to Ask Yourself When You Receive an Unsolicited Offer to Buy Your Business
Chesapeake Corporate Advisors
MAY 4, 2023
That team typically includes an attorney and a CPA that both specialize in mergers and acquisitions, as well as an investment banker , wealth manager , and tax specialist. Your deal team will help you evaluate an unsolicited offer in light of your answers to the previous questions.
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Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions
Mergers and Inquisitions
OCTOBER 18, 2023
So, prepare for the usual categories , but shift some of your time away from merger and LBO models and learn about IPOs and convertibles for ECM or bond math for DCM. If it’s a 5-person regional boutique , take the BB capital markets offer. Again, LevFin is the exception; expect just as many M&A and LBO interview questions there.
Private Equity Regulation: 2023 Changes and Impact on Finance Careers
Mergers and Inquisitions
SEPTEMBER 6, 2023
the Hart-Scott-Rodino (HSR) Act requires firms that complete a merger to report the deal to the government, assuming they have revenue or assets above certain thresholds. The post Private Equity Regulation: 2023 Changes and Impact on Finance Careers appeared first on Mergers & Inquisitions. In the U.S.,
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What Makes a Website Valuable? Uncovering the Secrets of E-Commerce M&A with Justin Harris
How2Exit
APRIL 29, 2024
Uncovering the Secrets of E-Commerce M&A with Justin Harris - Watch Here rn rn About the Guest(s): rn Justin Harris is a seasoned expert in mergers and acquisitions with a strong focus on the website and e-commerce space. b' E208: What Makes a Website Valuable? rn rn rn Notable Quotes: rn rn rn "Put yourself in their shoes.
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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 Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions.
Drinks With The Deal: Fried Frank’s Epstein on Lessons Learned From Early Banking Stint
The Deal
DECEMBER 20, 2023
Epstein also had the chance to observe Frank Quattrone, who ran the group at CS and went on to launch Qatalyst Partners, now an elite tech M&A boutique. He’ll become the firm’s managing partner on March 1. He always responded to the most junior bankers as if they were the most senior bankers.
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The 400 Questions Investment Banking Guide: 2025 Edition
Mergers and Inquisitions
APRIL 2, 2025
or even in some boutique bank interviews in the U.S. The post The 400 Questions Investment Banking Guide: 2025 Edition appeared first on Mergers & Inquisitions. A 4-page technical cheat sheet you can use to review key concepts and formulas before you step into the interview room. We respect email privacy. Unsubscribe at any time.
Off-Cycle Private Equity Recruiting: How to Prepare for the Slow Grind to the Finish Line
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.
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