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. But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Focus Investment Banking

FEBRUARY 6, 2025

This can become a particular challenge for smaller or middle market manufacturing a $10 million operation, for example, probably wont have as many opportunities to diversify as a $200 million shop. The smaller shop owner needs to make money and fill orders day-to-day.

Manufacturing 52

Manufacturing Middle Market Business Underwriting 52

Devensoft

MAY 26, 2023

In the world of investment banking, mergers and acquisitions (M&A) is a key area of focus. Investment bankers who are able to build strong relationships with clients, potential clients, and other industry professionals have a clear advantage when it comes to winning deals and completing successful transactions.

M&A 52

M&A Investment Investment Banking Bank 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023. CCA’S investment banking team successfully completed five deal transactions across healthcare, engineering, and a variety of other industries.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

Intrepid Banker Insights

NOVEMBER 30, 2022

During his career at Morgan Stanley, Chris helped source, manage, and advise business owners, ultra-high net worth individuals and families on all aspects of their financial lives, including financial planning and liquidity events. “We

Middle Market 52

Middle Market Advisory Private Equity Management 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. where you attend a few days of events and workshops and get fast-tracked for first-round interviews if you do well enough.

IT 59

IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

MARCH 13, 2023

The Impact on Investment Banking, Commercial Banking, Venture Capital, and Tech Startups The good news is that nothing here affects investment banking in the U.S. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank 123

Bank Banking Funds Government 123

Periculum Capital

OCTOBER 20, 2021

Whether it is a growth-focused recapitalization or a returns-acceleration event for venture capital investors, Periculum’s tailored solutions provide the flexibility to ensure all stakeholders are positioned for long-term success. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Capital 52

Capital Equities Investment Advisory 52

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.” is better for domestic funds. for a few years.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Focus Investment Banking

JULY 17, 2023

By providing your third-party merchandisers with event or item specific sell-sheets and shelf talkers, you’re providing an opportunity to build awareness with store level personnel about the upcoming initiatives. Johnson: You’ve experienced the exit process in addition to leading startup ventures through capital events.

Sale 52

Sale Retail Investment Banking Food 52

Mergers and Inquisitions

MAY 15, 2024

The team structure varies widely, but upper-middle-market firms and mega-funds tend to have dedicated operations teams, while smaller firms combine their operations and deal teams. These teams do not seem to recruit many people with a traditional investment banking background, presumably because bankers are clueless operationally.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Mergers and Inquisitions

JULY 3, 2024

based candidates in New York aiming for PE roles at mega-funds and upper-middle-market funds. If you want to participate, you must start preparing after you win a return offer from your investment banking internship because PE firms could move up the timeline even earlier. interview and hire candidates ~1.5 – 2.0+

Recruitment 59

Recruitment Private Equity Equities Funds 59

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. And the trustee will get in the middle of that decision.”

Debt 52

Debt Retail Business Private Equity 52

Focus Investment Banking

DECEMBER 21, 2023

Right before the pandemic and just before I flew on that final trip in February 2020, I was in talks to do an M&A event in Amman Jordan! His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.

M&A 52

M&A Middle Market Economics IT 52

Chesapeake Corporate Advisors

MARCH 11, 2025

Chesapeake Corporate Advisors (CCA) continues to expand its reach and scope, adding Business Services to its areas of industry focus for investment banking and corporate advisory services. I could not be more grateful to the CCA team for their assistance in this process. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation 52

Corporation Business Investment Banking Advisory 52

Focus Investment Banking

FEBRUARY 17, 2025

Behavioral Health, Infusion, and Staffing firms top the list in BRGs survey Many lower middle market private equity groups have revisited their investment priorities as we enter 2025, making room for new opportunities across healthcare verticals.

Private Equity 52

Private Equity Healthcare Equities Investors 52

Mergers and Inquisitions

MARCH 19, 2025

We covered these points and the main verticals in the consumer retail investment banking article. COVID and the Inflation Surge These events changed consumer preferences, disrupted supply chains, and had lasting effects that made supply and demand more difficult to forecast in many verticals.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59