Global Newswire by Notified: M&A

MARCH 14, 2024

NEW YORK, March 14, 2024 (GLOBE NEWSWIRE) -- ZRG , one of the world’s most rapidly growing global talent advisory firms, today announced its acquisition of Wiser Partners , a retained executive search firm headquartered in Cincinnati, OH, with offices across the U.S.

Boutique 45

Boutique Advisory Sale Acquisitions 45

Shearman & Sterling

JULY 14, 2013

Irving, Carlson & Xavier LLP, represented the sole shareholder of Wadkins & Associates, a leading independent financial and corporate public relations boutique, in its sale to Paddock Strategic Communications, a strategic, integrated communications and marketing firm. Corporate partner Samuel J. Carlson worked on the deal.

Sale 40

Sale Boutique Corporation IT 40

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Teams are often bought and sold based on this future potential rather than today’s cash flows. LionTree and Allen & Co.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The TRADE

JULY 12, 2024

As part of the new role, Wiedmann will drive forward sales activities for institutional clients and distributors in Germany, Austria and Switzerland. Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

Asset Management 64

Asset Management Sale Boutique Management 64

How2Exit

OCTOBER 9, 2023

-Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. He is also the host of the Buy, Grow, Sell podcast.

Advisory 130

Advisory Business Sale M&A 130

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. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Her new title is unconfirmed. Polar Capital confirmed Jenkins’ departure.

Trading 59

Trading Funds Boutique Capital 59

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. He also previously spent 16 years at Instinet as a vice president in sales trading. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital 52

Capital Boutique Asset Management Trading 52

Chesapeake Corporate Advisors

JANUARY 15, 2025

This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. For more information, visit www.encorefireprotection.com.

Corporation 52

Corporation Investment Banking Education Advisory 52

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital 64

Capital Sale Asset Management Management 64

The TRADE

JUNE 19, 2023

Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. He joined KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. She joined from Maple Finance, where she served as general counsel.

Sale 64

Sale M&A Asset Management Investment Banking 64

The TRADE

AUGUST 1, 2023

Investment banking boutique KNG Securities has appointed Gary Ballard as its new head of equities. Ballard brings over 30 years’ experience in equity sales, having previously held positions at Goldman Sachs, Morgan Stanley and Baring Securities.

Equities 52

Equities Securities Sale Boutique 52

The TRADE

AUGUST 7, 2023

Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities. Ballard brings over 30 years’ experience in equity sales, having previously held positions at Goldman Sachs, Morgan Stanley and Baring Securities.

IT 52

IT Investment Banking Boutique Equities 52

Periculum Capital

NOVEMBER 15, 2022

www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community. in its Sale to Global Tungsten & Powders Corp, U.S. Periculum, along with the Company’s owner, A.J Midwesterners are independent, competitive, practical and productive.

Sale 52

Sale IT Government M&A 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. Tim holds a B.S. from the Robert H.

Management 52

Management Investment Banking Middle Market Boutique 52

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. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles.

Trading 52

Trading Accountant Sale Capital 52

Sica Fletcher

AUGUST 21, 2024

In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. Sometimes, we find that owners aren’t sure of what services they actually need; growing their agency prior to a sale might seem necessary even if it wasn’t in their original plan.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Chesapeake Corporate Advisors

MAY 13, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The Strength of the Consumer Keeps the Economy Resilient The University of Michigan Consumer Sentiment Index value for December was 78.8, the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Sun Acquisitions

JULY 6, 2022

Are you looking for a full-time broker or someone to give you specific advice on any aspect of the sale? Boutique brokerage firms like Sun Acquisitions pride themselves on providing one-on-one business broker services, dedicating as much time as needed to help you in your endeavor. What services will the broker provide?

Broker 98

Broker Business Mergers and Acquisitions M&A 98

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. Effective negotiation and due diligence are crucial in both buying and selling businesses.

Business 130

Business Negotiation Book-building Shares 130

Chesapeake Corporate Advisors

MARCH 11, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The Strength of the Consumer Keeps the Economy Resilient The University of Michigan Consumer Sentiment Index value for December was 78.8, the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Chesapeake Corporate Advisors

MARCH 6, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The Strength of the Consumer Keeeps the Economy Resilient The University of Michigan Consumer Sentiment Index value for December was 78.8, the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

Chesapeake Corporate Advisors

MARCH 4, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. The Strength of the Consumer Keeeps the Economy Resilient The University of Michigan Consumer Sentiment Index value for December was 78.8, the highest index value in more than two years.

Investment Banking 52

Investment Banking Advisory Boutique Corporation 52

The TRADE

JULY 15, 2024

Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. She initially joined Edmond de Rothschild AM in June 2021 as co-head of sales Germany and Austria, later being promoted to head of sales Germany and Austria in January 2022.

Asset Management 64

Asset Management Management Trading Sale 64

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.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

Business 52

Business Sale M&A Negotiation 52

Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

Investment Banking 64

Investment Banking Equities Bank Banking 64

How2Exit

JUNE 26, 2023

This will help to ensure that the company is prepared for the potential sale and has taken the necessary steps to ensure that the company is attractive to potential buyers. This will help to ensure that the integration is successful and that the value of the acquisition is maximized.

M&A 130

M&A Mergers and Acquisitions Acquisitions IT 130

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. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Bank Banking 59

Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Due Diligence Preparation As the saying goes, time kills all deals.

Business 52

Business Negotiation Investment Banking Sale 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

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

Chesapeake Corporate Advisors

APRIL 8, 2024

“CCA provided exceptional guidance and support, ultimately leading to a successful outcome.” “The CCA investment banking team was honored to guide Steve Misotti and Tim Pirtle through a sale process that culminated in an excellent outcome for all three companies,” said Maskell. For more information, visit www. allstates-worldcargo.com.

Transportation 52

Transportation Capital Investment Banking Corporation 52

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Bank 123

Bank Banking Funds Government 123

Chesapeake Corporate Advisors

APRIL 8, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. For more information, visit www.synergyecp.com.

Capital 52

Capital Engineering Investment Banking Corporation 52

Razorpay

SEPTEMBER 27, 2024

Razorpay Storefront also serves as an effective landing page for your Meta and Google ads, helping convert your ad traffic into sales. By reaching your customers wherever they are, this feature boosts engagement and opens up more sales opportunities.

Media 52

Media Business Management Shares 52