Mergers and Inquisitions

NOVEMBER 22, 2023

I’m still listing it because it was #9 by global IB revenue in 2021 and 2022, but I would not be surprised if it fell off this list eventually. For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets. This does not mean it’s a bad place to work.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – October 24, 2022 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Rendia, Inc. Tim Hodge, Daniel Fitzgerald, and Amanda Chong of Nelson Mullins served as Rendia’s legal counsel.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Bellman was named one of The TRADE’s rising stars of trading and execution back in 2022, a recognition of the most promising talents in the industry. Polar Capital confirmed his appointment.

Capital 64

Capital Sale Asset Management Electronics 64

Periculum Capital

NOVEMBER 15, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. Periculum, along with the Company’s owner, A.J They innovate before they realize they do.

Sale 52

Sale IT Government M&A 52

Sica Fletcher

JUNE 11, 2024

2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. Whereas 2022 saw equity making up nearly 17.5% the freedom of brokers to work with a variety of carriers, and c.) as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Let’s Talk.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

MAY 29, 2024

Although 2024 looks more promising than 2023 or 2022 in general, there are still a great many x-factors that keep buyers in a constant state of “wait and see,” making it difficult for advisors and agency owners to speed the process along.

M&A 52

M&A Insurance Equities S&P 52