Advisory Boutique Portfolio 
Mergers and Inquisitions
MAY 14, 2025
3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).
Mergers and Inquisitions
OCTOBER 16, 2024
a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms.
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Chesapeake Corporate Advisors
JULY 10, 2023
With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. “WBCM has secured a great partner to help continue its legacy as a leading transportation and infrastructure design firm.”
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. Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Earlier in his career, Viverito spent three years as a trader at Great Point Capital.
Periculum Capital
NOVEMBER 15, 2022
Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.
Chesapeake Corporate Advisors
AUGUST 16, 2024
The PE group will expect you to remain on board and work closely with their portfolio team to enhance the business through internal initiatives (like improving processes and driving organic growth) and by helping evaluate acquisition opportunities. More direct involvement for a longer timeframe.
Mergers and Inquisitions
MARCH 22, 2023
But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Klein & Co.
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