Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Razorpay

DECEMBER 15, 2024

This consolidated approach simplifies financial management and helps clients achieve their long-term objectives. Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds.

Bank 52

Bank Banking IT Management 52

Mergers and Inquisitions

MAY 24, 2023

Special Situations – These funds focus on companies that are spinning off or divesting divisions, reorganizing, or otherwise going through more unusual changes (not just simple acquisitions or capital raises). Even corporate development or private equity might be possible, depending on what you did before joining your current fund.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64