The TRADE

APRIL 29, 2024

He originally joined Liberum eight months ago from Numis Securities – now Deutsche Numis, following its acquisition by the bank last year. Joe Wald, BMO Capital Markets’ managing director and co-head of electronic trading left the bank, departing after four years in his most recent role, according to an update on his social media.

Capital Market 64

Capital Market Capital Electronics Asset Management 64

Focus Investment Banking

OCTOBER 29, 2024

Washington, DC, (October 30, 2024) – FOCUS Investment Banking, a leading middle-market investment bank, is pleased to announce that Colin May has joined the firm as a Managing Director in its Automotive Group. Download the Press Release here.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The TRADE

FEBRUARY 27, 2024

The deal will further bolster FIS’ capital markets technology offering, having acquired SunGard in a major deal back in 2015. The firm has also made waves through a number of other bolt-on acquisitions and landmark mandates.

Trading 111

Trading Capital Market Asset Management Capital 111

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Focus Investment Banking

JULY 3, 2024

TSR, Vienna Parent and Vienna Acquisition are affiliates of, and under common control with, BC forward. Upon completion of the merger, TSR became a privately held company controlled by Vienna Parent and Christian, and TSR’s common stock has ceased trading on the NASDAQ Capital Market. “It

Investment Banking 52

Investment Banking Corporation Mergers and Acquisitions Sale 52

The TRADE

OCTOBER 13, 2023

Deutsche Bank has completed the acquisition of institutional broker Numis and has unveiled a new offering to be known as ‘Deutsche Numis’. The transaction is the next step in Deutsche Bank’s Global Hausbank strategy, which aims to unlock deeper engagement with corporates in the UK.

Banking 59

Banking Bank Acquisitions Investment Banking 59

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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 Banking Bank Boutique 105

Global Newswire by Notified: M&A

DECEMBER 1, 2023

today announced that Mizuho Americas has completed the acquisition of Greenhill, adding complementary services to the firm’s existing capital markets, banking, and private capital advisory capabilities across the corporate and investment bank. (TSE: 8411 and NYSE: MFG) and Greenhill & Co.,

Advisory 40

Advisory M&A Acquisitions Investment Banking 40

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

Middle Market 52

Middle Market Investment Banking Capital Market Banking 52

How2Exit

OCTOBER 8, 2023

With a background in law and a passion for business, Arthur has extensive experience in mergers and acquisitions and has worked with a diverse range of clients across various industries. However, it was during his time in law school that he discovered the field of investment banking and realized that this was where his true passion lay.

M&A 130

M&A Capital Securities Mergers and Acquisitions 130

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank?

Banking 52

Banking Bank Business Underwriting 52

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Solganick & Co.

SEPTEMBER 29, 2024

September 30, 2024 – Solganick , a data-driven investment bank focused exclusively on software and IT services companies, announced the addition of a senior level hire to launch and lead the firm’s cybersecurity M&A practice. Davidson and Imperial Capital. For more information, please contact us.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

The Deal

FEBRUARY 7, 2024

middle market for expansion and will continue to evaluate acquisitions following a pair of high-profile deals in the past two years. market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Mizuho Financial Group Inc. has its eye on the U.S.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Mergers and Inquisitions

JUNE 11, 2025

Are you recruiting for investment banking roles to double your compensation? Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. billion acquisition of Alani Nu, announced in February 2025, as an example. Or do you have a genuine interest in working on deals?

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

Asset Management 52

Asset Management Investment Banking Investment Manager Trading 52

OfficeHours

JUNE 6, 2023

Growth equity investments target companies that have already demonstrated market traction and a proven business model. These investments are typically made in companies that are seeking capital to fund expansion, acquisitions, or other strategic initiatives. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Equities Debt Investment 147

Focus Investment Banking

MARCH 3, 2024

The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). Slee also lived in Charlotte and had an Investment Banking firm called Robertson & Foley. And that’s all it took to become an investment banker. Don’t wing it.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

How2Exit

MAY 23, 2023

Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. This prompted Richard to apply to law school and he graduated from law school while working at the investment bank. Castle Placement specializes in raising private equity and debt capital for clients.

Capital 130

Capital Investors Business Investment 130

Periculum Capital

MARCH 12, 2022

Periculum also assisted Morgan with its acquisition of American Soy Products in 2018 and has worked with the Company on previous capital structure projects. The bank group was led by Bank of America, with participation from JP Morgan Chase Bank and PNC Bank. appeared first on Periculum Capital.

Debt 52

Debt Food Debt Capital Markets Capital 52

Tyton Partners

MARCH 13, 2024

BOSTON, March 13, 2024 (GLOBE NEWSWIRE) — Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 2 of their latest Choose to Learn K-12 initiative, The Open-minded K-12 Parent Journey and Barriers to Action.

Education 69

Education Consulting Mergers and Acquisitions Investment Banking 69

Periculum Capital

OCTOBER 20, 2021

With Mulesoft’s acquisition by Salesforce, the Revelant ownership team recognized a large opportunity to grow its Mulesoft business and realized that they needed capital to fund growth while at the same time they wanted to diversify their personal holdings in the Company. appeared first on Periculum Capital.

Capital 52

Capital Equities Investment Advisory 52

The TRADE

DECEMBER 11, 2023

Justin Llewellyn-Jones has been appointed chief operating officer, joining from Broadridge where he most recently served as chief product officer and head of capital markets, North America (equities, FX and derivatives). Dariush Mirfendereski has been appointed head of inflation trading as part of MUFG’s rates trading team.

Trading 64

Trading Sale Electronics Financial Institution 64

Tyton Partners

SEPTEMBER 24, 2024

BOSTON, SEPTEMBER 24, 2024 (GlobeNewswire) Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, unveiled Listening to Learners 2024: Stay Safe, Stay Informed: How Awareness of Support Services and Safety Relate to Re-enrollment, focusing on student learning outcomes.

Education 52

Education Consulting Mergers and Acquisitions Investment Banking 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.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

Periculum Capital

MAY 21, 2024

The Company’s E-Z Bake, Prairie Mills, and Southern Plantation brands are marketed through various retailers and online. In addition to Periculum, John was supported through the transaction by the Krieg Devault LLP mergers & acquisitions legal team, led by Brian Heaton and Sara Jones.

Sale 52

Sale IT Food Mergers and Acquisitions 52

Periculum Capital

MAY 14, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Micro-Dyn Medical Systems, Inc., a leading health care software company, in its acquisition by The Brydon Group. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Mergers and Acquisitions Actuary 52

Tyton Partners

JANUARY 18, 2024

Tyton Partners Closes 2023 with Strong and Consistent Results and Focus on a Robust 2024 We are pleased to announce that Tyton Partners Investment Banking Division closed 2023 with a strong performance despite a global slowdown in M&A activity.

Education 52

Education Sale Mergers and Acquisitions Middle Market 52

Tyton Partners

FEBRUARY 8, 2024

[BOSTON, February 8, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announced today the results of its latest report, Investing in Tomorrow: Lifetime Value of Financial Education in High School.

Education 52

Education Investment Finance Finance 52

Focus Investment Banking

JULY 31, 2023

Specialties that are currently candidates for private equity acquisition include ophthalmology, dermatology, ENT, pain management, urology, women’s health, orthopedics, oncology, cardiology, neurology, nephrology, rheumatology, gastroenterology, and both general and specialty dentists. appeared first on FOCUS Investment Banking LLC.

Medical 52

Medical Private Equity Healthcare Professional Services 52

Periculum Capital

NOVEMBER 2, 2023

Cadence, a Wellspring portfolio company and one of the largest distributors of lubricant, fuel, and other ancillary products in the eastern portion of the United States, was an ideal buyer as it sought to increase the density of its Indiana footprint following the acquisition of another Indiana distributor last year.

Sale 52

Sale IT Capital Advisory 52

Tyton Partners

APRIL 15, 2024

BOSTON, April 15, 2024 (GLOBE NEWSWIRE) — Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, releases the first and second installments of its three-part groundbreaking series, Paying for Choice.

Education 52

Education Accountant Consulting Mergers and Acquisitions 52

Tyton Partners

FEBRUARY 15, 2024

[BOSTON, February 14, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 1 of 3 of their latest Choose to Learn K-12 initiative, K-12 Parents Poised to Explore New Educational Options.

Education 52

Education Consulting Mergers and Acquisitions Investment Banking 52

Solganick & Co.

JANUARY 2, 2024

Running a sell-side mergers and acquisitions (M&A) process for a technology company can be complex, with several potential pitfalls. Valuation Issues : Setting an unrealistic valuation can deter potential buyers or lead to a disconnect between seller expectations and market realities. About Solganick & Co. Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52