Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. Is It a Bailout?

Bank 123

Bank Banking Funds Government 123

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. The main differences are: Less involvement in portfolio company review, fundraising, and deal execution. Can you explain it?

Capital 59

Capital Bank Banking Recruitment 59

The TRADE

JUNE 5, 2023

He joins LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market. As part of his new role, Van Suchtelen will lead LedgerEdge’s sales effort in the EU as part of the initiative.

Trading 64

Trading Sale Boutique Broker 64

The TRADE

JUNE 19, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. Previously, Williams served as an investment account manager at Northern Trust.

Sale 64

Sale M&A Asset Management Investment Banking 64

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Business 111

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. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio.

Capital 130

Capital Investors Business Investment 130

Peak Frameworks

JANUARY 15, 2024

UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support. UBC sends a strong number of graduates into bulge brackets and elite boutiques, with over 1/3 of hires going into these firms. PMF students consistently place into the top U.S.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Earlier in his career, Viverito spent three years as a trader at Great Point Capital.

Capital 64

Capital Sale Asset Management Management 64

Chesapeake Corporate Advisors

JULY 10, 2023

With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. “WBCM has secured a great partner to help continue its legacy as a leading transportation and infrastructure design firm.”

Transportation 52

Transportation Engineering Investment Banking Corporation 52

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.

IT 59

IT Investment Banking Recruitment Finance 59

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

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.

Bank 98

Bank Banking 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. Track Investment Performance: Track the performance of investment portfolios, identify trends, and make data-driven decisions to rebalance portfolios. Over the years, it's spread from manufacturing to service industries.

Business 52

Business Finance Finance Investment Banking 52

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The trading team work closely in tandem with portfolio managers when preparing a strategy. You’re taught to almost think like a PM. More often than not that a price will move but then it will come back.”

Trading 98

Trading Asset Management Management Electronics 98

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.) On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Sun Acquisitions

AUGUST 21, 2024

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. By acquiring companies with unique personalization capabilities, manufacturers can diversify their product portfolio and cater to a broader customer base.

Manufacturing 52

Manufacturing M&A Mergers and Acquisitions Acquisitions 52

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).

Investment Banking 59

Investment Banking Management Bank Banking 59

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Platform or Add-on The first thing that private equity funds will determine is whether your business is a strong candidate for a platform investment or if it would be more suited to be an add-on to an existing portfolio company. As a seller, you will want to be realistic about which route is better for your business in the long-term.

Private Equity 52

Private Equity Funds Equities Debt 52

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

The PE group will expect you to remain on board and work closely with their portfolio team to enhance the business through internal initiatives (like improving processes and driving organic growth) and by helping evaluate acquisition opportunities. More direct involvement for a longer timeframe.

Private Equity 52

Private Equity Equities Investment Business 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

SEPTEMBER 13, 2023

Most dedicated distressed funds offer less liquidity and longer lock-up periods than other hedge funds, and they tend to hold positions for months or years with fairly concentrated portfolios. Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one.

Debt 103

Debt Funds Investment Equities 103

The TRADE

JANUARY 3, 2024

Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. The service provider landscape for outsourced trading is made up of an eclectic mix of firms. The list goes on.

Trading 64

Trading Asset Management M&A Broker 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

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. The elite boutiques do not have a huge presence in mining, but you’ll sometimes see Rothschild or Perella Weinberg on the list.

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. No chance." "The

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Growth Business

OCTOBER 31, 2024

Look into their investment history and portfolio to understand how they think, make decisions, and manage their investments. You should also seek to understand the makeup of the investors’ wider portfolio, which will indicate how experienced they are in supporting companies like yours and flag any potential conflicts of interest.

Investment 97

Investment Investors Equities Business 97

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.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98