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9 Concepts We Can Learn About Raising Capital From How2Exit's Interview W/ Richard Luftig

How2Exit

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. This platform is based on data and technology which allows them to narrow down the 65,000 institutional investors on their platform to the best candidates. In 2000, Richard's partner left and he left for Bear Stearns.

Capital 130
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Private Equity in China: The Worst of Both Worlds?

Mergers and Inquisitions

Investment Banking Experience at Bulge Bracket or Top Domestic Banks – As with PE anywhere, you need a few years of IB experience to be competitive in most cases. 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.)

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Lower Middle Market

Wall Street Mojo

A primary importance of it is helping investors identify companies with high growth potential along with the risks involved. The classification helps investors gauge the performance and growth potential to make future investments. In 2022, the company generated an annual revenue of $9 million.

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Trading at the frontier

The TRADE

Wood joined Ninety One in 2021 after serving for a year and a half at Aviva Investors as a credit trader and for five years at Vanguard as a fixed income trader. You’re also going against very sophisticated investors who are no longer naïve. You’ve got competing market makers that you are up against.

Trading 59
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Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions

Mergers and Inquisitions

You’ll find information on previous issuances and shareholders / investors, and you might occasionally work on a simple model for an IPO or bond issuance. If this same $1 billion company went public in an IPO, it might sell 10 – 20% of its shares to investors. If it’s a 5-person regional boutique , take the BB capital markets offer.

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M&A advisory for SaaS businesses under $50 million

iMerge Advisors

Why SaaS Businesses Under $50M Require a Tailored M&A Approach Unlike public SaaS companies or unicorn-scale startups, sub-$50M SaaS businesses often operate in a middle zone too large for micro-acquirers, yet too small to attract the attention of bulge-bracket investment banks.

M&A 40
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The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

“Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. That’s why the money’s with them and they will probably attract even more capital.

Funds 69