Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. These points go back to the flawed concept of “ investment banking certifications.” The CFA goes far beyond the skills required in investment banking.”

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

AUGUST 23, 2023

Almost nothing is worse than recruiting for investment banking internships , winning an offer, preparing , completing the internship, and then not getting a return offer. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

MAY 16, 2024

Previously FOCUS served as exclusive financial advisor to Cantey Tech in its Platform transaction with LNC and exclusive financial advisor to Palindrome Consulting in its sale to Cantey Tech. FOCUS served as exclusive financial advisor to NCG. We made the right choice with Cantey Tech.”

Sale 52

Sale IT Investment Mergers and Acquisitions 52

Focus Investment Banking

MARCH 17, 2024

But do earnouts consistently bridge the gap between buyers and sellers in Consulting and Professional Services deals? In the realm of Consulting businesses, where the primary assets are often intangible—knowledge, relationships, and expertise—maintaining these assets post-acquisition is paramount for buyers.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Focus Investment Banking

JANUARY 22, 2024

If you’re considering the sale of your consulting or professional services business, you should understand that buyers will be examining your Gross Margin as an indicator of the value of your firm. Higher Gross Margin companies typically provide complicated, high-level consulting for which they can bill at a premium rate per hour.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Consulting 52

Intrepid Banker Insights

JANUARY 26, 2023

Most recently, she was the founder and Group Head of Special Situations Investment Banking at Cowen. Previously, Lorie held senior banker roles at StormHarbour Securities, Variant Capital Advisors, Seabury Group, KPMG Corporate Finance and Gordian Group.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

Solganick & Co.

MAY 13, 2024

May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. Aaron Solganick founded the firm in 2009 after serving as the senior vice president of investment banking at B.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

MergersCorp M&A International

MARCH 31, 2024

MergersCorp™ M&A International leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world is excited to announce the launch of its highly anticipated franchising program.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

Solganick & Co.

MARCH 11, 2024

With a long and distinguished career in investment banking, Alexei has a proven track record of leading deal execution and origination efforts. Throughout his career, David has consistently demonstrated a strong ability to manage financial analysis and due diligence and lead all corporate finance projects.

M&A 52

M&A Financial Analysis Financial Institution Corporate Finance 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. Clients often pay lawyers, accountants, and consultants a retainer fee in order to retain their services. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists.

IT 59

IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

SEPTEMBER 25, 2024

Good Reasons to Do It 1) You Want to Make a Big Career Change, Especially into Finance or Consulting 2) The MBA Degree is Required at Your Company or is a Promotion Prerequisite 3) You Need to Get Work Permission in the U.S. (or The Short Version Introduction and Starting Assumptions What Has Changed with the “Is an MBA Worth It?”

IT 59

IT Private Equity Finance Finance 59

Mergers and Inquisitions

SEPTEMBER 13, 2023

How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant. But you could also move in from Leveraged Finance or an industry group that does frequent debt deals. DCM would be a tougher sell because you only work with investment-grade bonds.

Debt 103

Debt Funds Investment Equities 103

Periculum Capital

MAY 14, 2024

Bill and Janell Voss co-founded Micro-Dyn in 1989 and since then health plans, providers, consultants and other customers have relied upon Micro-Dyn for complex data validation, grouping and reimbursement calculations software that incorporates the data and specifications from the Centers for Medicare & Medicaid Services.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

Periculum Capital

OCTOBER 20, 2021

Revelant’s architects and consultants are experts in complex, multi-system integrations of legacy and new systems using custom-built software as well as Mulesoft. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Capital 52

Capital Equities Investment Advisory 52

The TRADE

NOVEMBER 6, 2023

He also worked on the client coverage team of Credit Suisse’s agency electronic trading platform, Europe, focused on bespoke execution consulting and strategies. Prior to joining Aquis, Clelland was chief operating officer at HSBC Investment Bank corporate finance division and of Shearman & Sterling in London.

Sale 64

Sale Equities Trading Electronics 64

Mergers and Inquisitions

MARCH 8, 2023

Finally, on the investment banking side , the “top 3” banks (GS, MS, and JPM) all have a good presence in commodities, as do BofA and Citi. Almost no one (< 5%) had management consulting or investment banking backgrounds , and the ones that did also had something closely related to commodities.

Funds 119

Funds Finance Finance Trading 119

Mergers and Inquisitions

MARCH 27, 2024

If you go by most online discussions, investment banking spring weeks in the U.K. are as essential as oxygen or high grades if you want to work at a large bank. Banks are also to blame because they now market spring weeks to students as young as 16. All the bulge bracket banks in the U.K.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Devensoft

AUGUST 22, 2023

Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions. Valuation Services: Some consulting firms and valuation experts provide services that include using their proprietary enterprise value calculators.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Solganick & Co.

NOVEMBER 12, 2024

The report covers the latest mergers and acquisitions for IT services companies, including application partners and systems integrators, MSPs, cybersecurity and MSSPs, data analytics consulting, and software development firms. AWS, Google Cloud, Microsoft Azure, Snowflake, Databricks, ServiceNow, Salesforce, and others).

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40