Mergers and Inquisitions

DECEMBER 4, 2024

Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples. Finally, Tifosy is a merchant bank that does a mix of sports advisory and lending/investing work. BofA is also strong, and you’ll see Citi, DB, and MS on many deals as well.

Investment Banking 106

Investment Banking Bank Banking Investment 106

Focus Investment Banking

APRIL 30, 2024

Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions. The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics.

M&A 52

M&A Business Middle Market Boutique 52

Focus Investment Banking

JULY 17, 2024

Advisory firms were particularly sought after by both buyers and sellers looking for customized solutions that could help them enhance the value of their deals by navigating through complexities effectively.

M&A 52

M&A Business Middle Market Boutique 52

Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal. They also draft legal documents to protect and distribute your wealth, articulate your health directives, and reduce estate tax impacts.

Business 52

Business Sale M&A Negotiation 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. What Documents Do I Need? Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. Manageable Debt.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

You have documented operational processes in place, but they are not as rigorous or efficient as they could be. If your goal is to become a PE platform company, our corporate advisory team can help you build greater value in the business and position it as a platform candidate. Your EBITDA is in the range of $1M – $5M.

Private Equity 52

Private Equity Equities Investment Business 52

Focus Investment Banking

SEPTEMBER 3, 2024

Building the perfect team On the M&A advisory side, McEntee turned to FOCUS, which had offices across the US and Europe and was familiar with executing cross border deals. For the Devenish deal, Devereux used a concise “RFP” document to invite proposals from three potential attorneys.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52