OfficeHours

AUGUST 20, 2023

Written by a Top OfficeHours Private Equity Coach Is PE a Good Fit for you? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

OfficeHours

MAY 29, 2023

GENERALLY FOR INCOMING PE ASSOCIATES LOOKING TO LEVEL UP TO VP… Perfect for anyone starting their Private Equity Associate Job this summer… Discounts available for former OfficeHours Mentees, email nadia@getofficehours.com for more details Dive deeper into the details! You’ve got your dream private equity!

Private Equity 130

Private Equity IT Financial Modeling Financial Models 130

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

SEPTEMBER 27, 2024

They are among the most active advisors to medical professionals in transactions with private equity-backed organizations. ” “We enjoyed working with the physician-owners at Mid-Michigan ENT, and are thrilled with this outcome,” said Eric Yetter, Managing Director and Healthcare Team Leader at FOCUS Investment Banking. .”

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

SEPTEMBER 27, 2024

Washington, DC, (September 27, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Dulles Eye Associates has joined ReFocus Eye Health as a supported practice.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wizenius

JULY 2, 2023

In the world of finance, Private Equity (PE) stands as a strategic and dynamic investment approach that unlocks value in businesses. In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. 2) Grow The excitement amplifies in the growth phase.

Private Equity 52

Private Equity Equities Investment Financial Modeling 52

The TRADE

AUGUST 10, 2023

Rebecca Scott has been named global head of equity over the counter (OTC) settlements at Morgan Stanley, following promotion from executive director. She previously held the position of EMEA head of equity OTC settlements and vice president of operations, focused on equity derivatives and cash settlements.

Equities 52

Equities Risk Management Investment Banking Collaboration 52

Focus Investment Banking

MAY 31, 2024

Further, National’s ability to collaborate with customer engineering teams during the design phase can help expedite the process of bringing new products to market and ensure leading product quality in terms of both performance and aesthetics. National”). FOCUS represented PrecisionX in this transaction. appeared first on FOCUS.

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52

The TRADE

JULY 17, 2023

Heraty is set to take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

Equities 52

Equities Management Capital Market Investment Banking 52

Focus Investment Banking

NOVEMBER 14, 2024

” The 2024 IT Nation Torch Award Honorees are: Partner Excellence Award: Abraham Garver , Managing Director at FOCUS Investment Banking, was recognized for his exceptional contributions to the IT Nation and ConnectWise communities, consistently driving value and supporting partners’ growth. million to $30 million.

IT 52

IT Education Media Collaboration 52

Focus Investment Banking

MARCH 13, 2024

In this blog we discuss the pivotal role of technology in shaping the future of M&A banking and the firm’s approach to fostering a collaborative and growth-oriented culture within its technology services team. Q: How is Technology Shaping the Future of M&A Banking?

Collaboration 52

Collaboration M&A Professional Services Private Equity 52

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. 1) Analyzing Deals: The routine of a PE expert involves extensive analysis of potential investment prospects. Looking for the best investment banking course in India?

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. Signal to key strategic buyers an openness to collaboration and potential future transactions.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

The TRADE

MAY 20, 2024

Tradefeedr’s industry advisory board was established earlier this year and seeks to “collaborate with industry leaders to create a trading process that is more transparent and data driven” by bringing together established and knowledgeable market participants.

Sale 64

Sale Asset Management Trading Investment Banking 64

Peak Frameworks

SEPTEMBER 11, 2023

It examines five key areas: Company, Customers, Competitors, Collaborators, and Climate. Collaborators This component recognizes the significance of external entities that collaborate with the company. Collaborator Analysis Collaborators can significantly influence a company's success.

Collaboration 52

Collaboration Private Equity Investment Banking Finance 52

M&A Leadership Council

AUGUST 17, 2023

Ray’s experiences with Fortium partners include advising a start-up on automation of Insurance Property & Casualty front and back-office automation, separation and integration of a manufacturing company following a private equity acquisition (9 months) and digital transformation (18 months) of a New York based Investment Bank to implement a hybrid (..)

Insurance 52

Insurance Private Equity Investment Banking Acquisitions 52

Peak Frameworks

SEPTEMBER 19, 2023

Investment banks, for instance, project revenues from anticipated deals and M&A activities. This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance. Expense categorization is essential for understanding where funds are allocated.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Focus Investment Banking

FEBRUARY 25, 2024

Coincidentally, in that same year, The National Securities Markets Improvement Act of 1996 was passed, allowing private equity funds of all types to raise large pools of money from an unlimited number of institutional investors. According to Wells Fargo, in 2023 there are five times as many private equity-backed firms in the U.S.

Private Equity 52

Private Equity IPO Equities Public Trading 52

How2Exit

MAY 20, 2024

At the age of 21, he entered the realm of investment banking, starting his career with Bank of America and quickly delving into the M&A team. Carl has a storied background, including work with giants like GE and Hewlett Packard, and an impressive stint in private equity. Visit Echo Eight for more information.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Solganick & Co.

MARCH 10, 2025

The expertise, innovation, and collaborative culture weve fostered have laid a strong foundation for our transition to Accordion, where we are fully aligned in core values. Visit www.kavaliro.com About Accordion Accordion is a financial consulting firm uniquely focused on private equity.

Consulting 40

Consulting Sale IT M&A 40

Peak Frameworks

OCTOBER 19, 2023

Engineers and designers collaborate to ensure parts are standardized, and the final product can be assembled seamlessly. For startups, this can be a barrier, often seeking external funding from investment banks or private equity firms. Adapting to Market Changes: The fashion industry often feels this pinch.

Private Equity 52

Private Equity Investment Banking Profitability Manufacturing 52

Intrepid Banker Insights

JUNE 5, 2024

He is highly respected by key industry participants including strategic consolidators, executives, and private equity firms focused on the T&L sector. ” Most recently, Mike Letsch led Transportation & Logistics at Bridgepoint Investment Banking, after nearly 20 years at Bank of America.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. Sunstone Partners has been recognized as one of Inc. Solganick & Co.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

How2Exit

JULY 3, 2023

Furthermore, Kirk Michie emphasizes the importance of working with entrepreneurs who are willing to collaborate closely with their advisors. This collaborative approach allows for a deeper understanding of the client's goals and aspirations, enabling the advisor to tailor their guidance accordingly.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

MergersCorp M&A International

MAY 31, 2024

Another prediction for the future of M&A is the continued rise of private equity firms as major players in the M&A market. Private equity firms have been increasingly active in the M&A space, using their deep pockets and industry expertise to acquire and transform companies in a variety of industries.

M&A 52

M&A Mergers and Acquisitions Private Equity Business 52

Periculum Capital

JUNE 6, 2023

The team crafted a curated buyers list, positioning the Company as a mission-driven community leader and differentiated language service provider with noteworthy nationwide brand equity that both strategic and financial buyers could leverage as a platform for growth.

Sale 52

Sale IT Advisory Corporate Finance 52

Successful Acquisitions

FEBRUARY 7, 2023

He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Advisory Financial Analysis 52

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

How2Exit

JANUARY 29, 2024

After working in various roles in engineering, project management, and investment banking, Pete realized that he wanted to be closer to the action and have a direct impact on the success of a business. The searcher's carry, or equity stake, is often tied to the exit, providing an incentive to achieve a successful outcome.

Funds 130

Funds Investors Business Acquisitions 130

Peak Frameworks

SEPTEMBER 19, 2023

For instance, someone with a deep understanding of equity research who is also proficient in data analytics and global economic trends embodies the T-shape model. Collaboration and Innovation: Working across different departments is now commonplace. Horizontal Bar: This represents a breadth of knowledge across various areas.

Finance 52

Finance Finance IT Financial Modeling 52

Peak Frameworks

OCTOBER 30, 2023

For example, Wells Fargo and Bank of America are giants in this space. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Investment Banks: Institutions like Goldman Sachs and J.P. The profit-making strategies differ across these banks.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Focus Investment Banking

MARCH 17, 2024

Shortened Earnout Period: A shorter earnout timeframe would expedite integration efforts, facilitating smoother collaboration between the acquired firm and the buyer. He advises business owners on sell-side and buy-side transactions, valuation analysis, corporate finance and equity and debt financing in the professional services industry.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Focus Investment Banking

SEPTEMBER 18, 2023

In many ways the pandemic helped make cloud the center of the universe and the glue that helped us all collaborate through the pandemic. We are also opening new channels for CSPs to access private equity capital and continue their expansion into this exciting, dynamic field. CSPs became increasingly important.

Business 52

Business Architecture Management Mergers and Acquisitions 52

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Collaborative Marketing Efforts: Working together on marketing strategies to promote the consigned products effectively.

Sale 52

Sale Management Collaboration Retail 52

Peak Frameworks

OCTOBER 17, 2023

Enhanced Interdisciplinary Collaboration: Promotes collaboration between different departments. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course. Pros: Versatile Resource Allocation: Resources can be allocated more fluidly based on project needs.

Corporation 52

Corporation Finance Finance Management 52

Solganick & Co.

DECEMBER 21, 2023

With the deal, which is expected to close by the end of the month subject to customary closing conditions, Snowflake gains an established “data clean room” platform that lets businesses securely share, collaborate on and gain insights from their and their partners’ data, regardless of the underlying data stack. billion, including debt.

M&A 52

M&A Private Equity Capital Entertainment 52