Mergers and Inquisitions

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. What is a “Bulge Bracket Bank”? The name “bulge bracket” (BB) comes from the prospectus for an IPO or debt issuance, which lists all the banks underwriting the deal.

Bulge Bracket 105

Bulge Bracket Banking Bank Boutique 105

The M&A Lawyer

OCTOBER 19, 2016

Length: 8 pages | Format: Microsoft Word $100 - Purchase View Sample Form of Bill of Sale Conveying Supplies, Inventory, Fixed Assets, Leases, Other Contracts and Permits – Buyer First Draft A complex bill of sale conveying multiple asset types. Draft prepared by bulge bracket financial institution.

M&A 130

M&A Mergers and Acquisitions Sale Bulge Bracket 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 Banking Bank 59

The TRADE

OCTOBER 9, 2024

Previously in his career, Hagan also spent four years on the sell-side at Société Générale in various FX sales roles. Given the liquidity landscape can often be more sparse or difficult to navigate, the use of local brokers alongside the bulge brackets is something Willis thinks is essential to minimise market footprint.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

iMerge Advisors

APRIL 19, 2025

This article explores the key considerations for SaaS founders contemplating a sale or capital raise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes. Customer Contracts: Review assignment clauses, renewal terms, and any change-of-control provisions that could impact a sale.

M&A 40

M&A Advisory Business Valuation 40

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” You’ll also draft sales team memos and registration statements and conduct due diligence if you’re leading the offering. If it’s a 5-person regional boutique , take the BB capital markets offer.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

The TRADE

OCTOBER 18, 2024

Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks.

Funds 69

Funds Broker Bank Banking 69