The TRADE

AUGUST 14, 2024

John Bajus has left his role as Instinet, where he most recently served as head Americas execution sales, to join US equities trading venue IntelligentCross, part of AI powered trading platform company, Imperative Execution. His experience also includes previous roles as an MD at UBS Investment Bank, State Street, and Bear Stearns.

Sale 52

Sale Trading Investment Banking Electronics 52

Chesapeake Corporate Advisors

JANUARY 15, 2025

This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. Firelines offering also includes 24/7 fire alarm monitoring as well as industry leading engineering and design capabilities.

Corporation 52

Corporation Investment Banking Education Advisory 52

The TRADE

JULY 24, 2023

An 18-year Goldman Sachs veteran has left the investment bank to head up buy-side sales and relationships at AccessFintech. Christopher Daur has been appointed global head of buy-side sales and relationships, responsible for strategy, product, and sales.

Sale 52

Sale Management Financial Institution Collaboration 52

Focus Investment Banking

JULY 24, 2023

The CEO was regarded as a top subject matter expert in the industry and the company had brilliant engineering talent. It had a great customer base and recurring revenue backed by renewable contracts and had reached profitability without investment capital. The owners decided on option 3.

Sale 52

Sale Advisory Consulting Business 52

Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.

Sale 52

Sale IT Capital Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 2024

SoftTech was acquired by Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services, who is backed by Falfurrias Capital, based in Charlotte, NC. (“SoftTech Solutions”), a custom software development firm that specializes in serving the U.S. Intelligence Community.

Capital 52

Capital Engineering Investment Banking Corporation 52

Midaxo

APRIL 23, 2024

investment banks, analyst firms, strategic consultancies.). Sales, Customer Support, Strategic Planning). If the network knows what they are looking for, it will work for them by presenting interesting opportunities. Corp Dev leaders usually start by building and maintaining strong ties with external intermediaries (e.g.,

M&A 147

M&A Investment Banking Analyst Corporation Investment Banking 147

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

Chesapeake Corporate Advisors

JULY 10, 2023

Headquartered in Baltimore, Maryland, WBCM has served the Mid-Atlantic region with design, engineering, and construction projects for the last 45 years. Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

Focus Investment Banking

SEPTEMBER 2, 2024

Employee skills and capabilities are important differentiators for any A&D company, as exemplified by the highly skilled labor that electrical engineers and machine tool operators perform. The post Sale Preparation: The Details DO Matter appeared first on FOCUS. Another key element is employee retention.

Sale 52

Sale Business Investment IT 52

How2Exit

FEBRUARY 27, 2023

With the help of services like Flippa, as well as resources like the How2Exit podcast, entrepreneurs and investors can find the right resources to make informed decisions about their investments. Concept 2: Investment bank for the 99%. Flippa is an online marketplace that specializes in the sale of digital assets.

Profitability 130

Profitability Business Investors Investment 130

Solganick & Co.

JULY 5, 2023

Solganick was the exclusive financial advisor to Nextira in its sale to Accenture July 5, 2023 New York and Austin Solganick & Co. Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on technology services and software companies.

M&A 52

M&A Investment Banking Advisory Entertainment 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. He holds a first-class degree in civil and structural engineering from the University of Leeds and an MBA from the University of Chicago.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Bank 123

Bank Banking Funds Government 123

Solganick & Co.

AUGUST 25, 2024

Salesforce acquired Spiff and added it to Sales Cloud. Professional services and other revenues contributed $0.60 billion, showing a 3% Y/Y increase. Salesforce has been expanding its artificial intelligence (AI) suite and its corresponding large language models (LLMs).

Consulting 52

Consulting M&A Mergers and Acquisitions Mergers 52

Focus Investment Banking

JULY 28, 2023

While some companies opt for divestitures in the internal combustion engine (ICE) sector, others see potential for longer-term growth and are willing to sustain those divisions. The post Market Insights: Global Automotive Deal Volume Declines, Macro Challenges Continue – First Half 2023 Recap appeared first on FOCUS Investment Banking LLC.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

Focus Investment Banking

NOVEMBER 27, 2023

But AI is only as good as the information being poured into it, and to that end, most AI engines utilize data from a few years ago. The information that is manipulated by those engines, and therefore the output that is presented to humans, might not be current. Artificial Intelligence (AI) is all the rage now.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Peak Frameworks

OCTOBER 19, 2023

Engineers and designers collaborate to ensure parts are standardized, and the final product can be assembled seamlessly. Distribution and Sale: Once products are assembled, they're packaged in bulk and distributed to retailers or directly to consumers. Adapting to Market Changes: The fashion industry often feels this pinch.

Private Equity 52

Private Equity Investment Banking Profitability Manufacturing 52

Solganick & Co.

OCTOBER 28, 2022

Pandera engineers, data scientists, and technologists build and run leading-edge technology solutions by leveraging cloud, design thinking, data, and analytics through collaborative relationships with partners and customers. Sunstone Partners has been recognized as one of Inc. Solganick & Co.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

How2Exit

FEBRUARY 18, 2024

Prior to joining Valsoft in 2018, Costa honed his skills in investment banking, focusing on the bond market before deciding to dive headfirst into the exciting world of software acquisitions and mergers. rn rn Notable Quotes: rn rn "We like buying small businesses.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

Focus Investment Banking

DECEMBER 3, 2024

I am a Application Engineering specialist with three M Personal Safety division. There’s other controls that are more effective, engineering controls, local exhaust ventilation, maybe substituting a less hazardous chemical for a more hazardous chemical and that sort of thing. Scott Shin: Good. Scott Shin: Sorry about that.

M&A 52

M&A IT Education Engineering 52

Mergers and Inquisitions

SEPTEMBER 25, 2024

The dynamics are totally different in places like India , where (for example), a degree at one of the top Indian Institutes of Management (IIMs) leads to Analyst roles in investment banking. Completely unrelated full-time role” means something like marketing, medicine, engineering, non-profits, journalism, or insurance sales.

IT 59

IT Private Equity Finance Finance 59

Focus Investment Banking

SEPTEMBER 10, 2023

Common examples prevalent in the personal and business environments include search engines, autofill and autocorrect functions in word processing, digital assistants like Alexa, and facial and speech recognition. Doing so can increase sales and make marketing campaigns more efficient. We’re here to help.

Business 52

Business Mergers and Acquisitions Management IT 52

Wall Street Mojo

JANUARY 4, 2024

Organic Growth : Organic growth involves expanding the company’s existing operations, increasing sales, and capturing a larger market share without merging or acquiring other businesses. Google started as a simple search engine in 1998. This dominance in the search engine market laid the foundation for further expansion.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Focus Investment Banking

AUGUST 29, 2023

FOCUS Investment Banking represented DIGITALiBiz, Inc. Navy, in its sale to Chickasaw Nation Industries Inc. Steve : We believed that keeping the acquisition to as few people as possible to mitigate any potential stress of employees that might arise from the sale. iBiz), a U.S. DIGITALiBiz, Inc.

M&A 52

M&A Mergers and Acquisitions Government IT 52

Mergers and Inquisitions

MARCH 13, 2024

Scaling a company’s sales & marketing by hiring more sales reps. Many people still get in from investment banking and management consulting , but some also get in from VC and finance-related jobs at startups. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

JULY 31, 2024

We covered these three main segments in the industrials investment banking article , and they also apply here. Growth” was less of a goal than financial engineering and multiple expansion via cost cuts to improve metrics like Return on Invested Capital (ROIC). To illustrate a simple deal, let’s use CD&R’s ~$2.6

Private Equity 66

Private Equity Equities Middle Market Debt 66

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. The post ESOPs Are an Exit Alternative appeared first on FOCUS Investment Banking LLC.

Debt 52

Debt Retail Business Private Equity 52

Mergers and Inquisitions

MAY 17, 2023

And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side. Having tech or TMT experience in investment banking helps, but it’s not essential if you have good technical skills and can confidently explain your deals.

Private Equity 64

Private Equity Equities Recruitment Funds 64

InvestmentBank.com

NOVEMBER 1, 2020

The owner/operator is reverse-engineering a valuation based on wants/needs, not on fair market value. Our job as investment banking consultants is to help business-owners manage expectations by understanding and owning the true value of their companies.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Mergers and Inquisitions

JULY 12, 2023

Here’s my summary of the product/market fit problem: Other Points in This Venture Capital Case Study We don’t have time to analyze the team or the expected use of funds for this $2 million investment, but you would consider both in real life. In short, they’re “fine but not amazing” – some of the budget numbers seem a bit too low (e.g.,

Capital 52

Capital Valuation Boutique Bank 52

Focus Investment Banking

OCTOBER 16, 2024

Key speakers discussed the decline in investment and sales within the EV market, drawing parallels to past technological market fluctuations, such as the dot-com bubble. And I look at anything in life, my brain instantly goes, okay, how’s it engineered? I have engineers, I have electronical engineers that I work with.

M&A 52

M&A IT Engineering Business 52

The TRADE

OCTOBER 24, 2024

Facilitated by exchanges, a CLOB allows buyers and sellers to submit their trading interests and then utilises a matching engine to match buy and sell orders based on specific requirements such as price time priority. RFQ allows buy-side firms to send out a request for a price to multiple firms at once for the purchase or sale of a security.

Trading 120

Trading Investors IT S&P 120

The TRADE

FEBRUARY 5, 2025

Man Group has appointed Tushara Fernando as managing director, head of enterprise engineering, based in London. Elsewhere in his career, Fernando worked as a senior technical consultant at Excelian and held a sales technology related role at Barclays Investment Bank.

Engineering 64

Engineering Investment Banking Media Consulting 64