Mergers and Inquisitions

SEPTEMBER 11, 2024

For a good example, look at this BofA presentation to Green Plains , which was structured as an MLP at the time and treated like a pipeline company in oil & gas. If you look at the presentations and valuations below, you will still see standard valuation multiples like TEV / Revenue, TEV / EBITDA, and P / E.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), Therefore, most of your success depends on how well you network and how you perform in the final interview(s) or presentation. This one varies by bank, but you’ll usually have to prove yourself with an end-of-week interview or case presentation.

Investment Banking 105

Investment Banking Bank Banking Investment 105

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.)

Investment Banking 105

Investment Banking Bank Banking Investment 105

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. Writing investment memos and presentations. Performing market research and competitive analysis to find interesting companies.

Capital 59

Capital Bank Banking Recruitment 59

Mergers and Inquisitions

JULY 12, 2023

It won’t replace Analysts or Associates because it can’t create entire presentations with all the correct details. But it speeds up the process by generating slide templates based on your queries, presentation data, and free examples on the sec.gov site. So, should we do the deal?

Capital 52

Capital Valuation Boutique Bank 52

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. Also, interviewers could go into more depth on accounting and valuation and ask about nuances that many bankers skip or dont fully understand (e.g.,

Investment Banking 64

Investment Banking Equities Bank Banking 64

Chesapeake Corporate Advisors

MAY 24, 2024

The report prepared by an impartial, well-known third-party presents your company performance in a transparent and straightforward way, resulting in financials that are considered “clean.” In fact, while a sell-side QofE does not replace an audit, buyers view it with a comfortable level of credibility.

Business 52

Business Negotiation Investment Banking Sale 52

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.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Peak Frameworks

MAY 2, 2024

For example, a boutique seamstress may consign their goods to a clothing store to sell their goods in order to reach more customers. Understanding Consignment Sales Consingment sales are a commercial arrangement in which a consignor (owner of the goods) provides merchandise to a consignee (selling party) to sell.

Sale 52

Sale Management Collaboration Retail 52

Mergers and Inquisitions

MARCH 13, 2023

First, they told all their portfolio companies to bank with SVB, creating a huge industry concentration risk: They also failed to look at SVB’s business and how its Balance Sheet was changing and kept encouraging startups to work with them – despite the risk this presented.

Bank 123

Bank Banking Funds Government 123

Focus Investment Banking

SEPTEMBER 3, 2024

He contacted an attorney he had worked with previously, Barry Devereaux, head of boutique consulting firm DVRX Advisory, and hired him to act as de facto in-house counsel. Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52

Mergers and Inquisitions

JANUARY 10, 2024

When a deal becomes “active” in IB, you dive into it and go in-depth into all aspects, from the financials to the buyer/seller outreach to the presentations and more. You can think of it like this: Wealth Management: Broad and long-term/continuous client coverage.

Investment Banking 59

Investment Banking Management Bank Banking 59

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

The more you understand about the different deal structures a PE group might present and the potential outcomes post-transaction, the better equipped you will be to evaluate these offers. Several questions can help you carefully consider a PE deal and ensure it aligns with your objectives.

Business 52

Business Equities Debt Corporation 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Add-on acquisitions also present opportunities for a platform company to expand its service offerings into new geographies. Add-on acquisitions provide the platform company opportunities to cross-sell and up-sell among an expanded customer base that already consumes adjacent service offerings.

Private Equity 52

Private Equity Funds Equities Debt 52

Sica Fletcher

MAY 29, 2024

This article presents our insurance M&A 2024 outlook by providing some essential statistics on what insurance agencies are currently selling for, as well as a few predictions from our research team about what to expect for the rest of the year.

M&A 52

M&A Insurance Equities S&P 52

Chesapeake Corporate Advisors

MAY 24, 2024

If a middle market business presents opportunities to reduce costs, increase operational efficiency, optimize processes, grow revenue, and/or improve margins, it will likely be an attractive target for investors.

Middle Market 52

Middle Market Private Equity Equities Investment 52

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. You can’t ignore them even though some of our tier one banks are present in those markets,” says Ben Thompson, emerging markets local currency trader who has been with BlueBay for a decade.

Trading 98

Trading Asset Management Management Electronics 98

Sica Fletcher

JUNE 14, 2024

Sica | Fletcher is the #1 M&A advisory firm for insurance agencies on the market today, representing everything from boutique agencies to $1B deals. If you are ready to discuss bringing your agency to market, you can reach our team via the contact page for this website or through the contact information below.

Insurance 52

Insurance Valuation M&A S&P 52

Software Equity Group

MARCH 21, 2023

Each method offers different benefits; finding the best option for your software company’s goals is essential to ensure that you clearly understand the landscape and how best to present your business when the time comes to pursue seeking external capital.

Finance 52

Finance Finance Debt Equities 52

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. New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present.

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

OCTOBER 18, 2023

In a good industry group, you might build a 3-statement model for a client based on a detailed review of its business, and you would use the output in the CIM and management presentation to market the company. If it’s a 5-person regional boutique , take the BB capital markets offer. Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

SEPTEMBER 6, 2023

Liquid vs. Illiquid Funds: “Illiquid funds” (most private equity firms) have more reporting requirements than “liquid funds” (most hedge funds) and must present metrics such as the IRR, MOIC , and contributions and distributions. Annual Audits: Each private fund must receive an annual audit. In the U.S.,

Private Equity 105

Private Equity Equities Finance Finance 105

Mergers and Inquisitions

APRIL 19, 2023

Here’s an example from the Capstone / Mantos Copper presentation below: Companies often go into detail on individual mines , with estimates for their useful lives, annual production, and “all-in sustaining costs,” or AISC. and Industrias Peñoles (Mexico).

Investment Banking 52

Investment Banking Bank Banking Investment 52

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.). You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

How2Exit

JANUARY 13, 2025

Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. For sectors like HVAC and car washes, whose business models necessitate territorial aggregation or capturing market synergies, smaller assets present unique growth opportunities.

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Razorpay

DECEMBER 23, 2024

Retail stores: Boutiques, pop-up shops, and small retailers can use mPOS to process transactions anywhere on the sales floor, reducing queues and enhancing customer service. Initiating the Payment The customer presents their payment method (credit/debit card, mobile wallet , or QR code) to the merchant’s mobile point-of-sale device.

Sale 40

Sale IT Accountant Business 40