Mergers and Inquisitions

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” They could also ask you about the bankruptcy and restructuring processes and the options for distressed companies (see the restructuring IB article ).

Debt

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

Trading

Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. We’ve covered merger arbitrage and activist hedge funds in separate articles, and distressed hedge funds will get their own future article, so I’ll focus on special situations here.

Funds

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? see the fixed income trading article for the full list ). . – Treasury yield at?

Equities

The Deal

MAY 2, 2023

Cinven beat Brookfield Asset Management, CVC Capital Partners Group and Apax Partners LLP to pick up the business, The Deal previously reported. The original version of this article was published April 18, 2023, on The Deal’s premium subscription website.

Private Equity

Mergers and Inquisitions

JANUARY 31, 2024

A Day in the Life of a Single-Manager Hedge Fund Analyst At most single-manager hedge funds, an average day is like the one described in the Hedge Fund Analyst article : Market research on specific companies and assets. Speaking with customers, suppliers, management teams, and market participants.

Funds

Mergers and Inquisitions

MARCH 27, 2024

Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. For tips on performing well at each stage, please see the articles on IB internships , internship preparation , S&T internships , and assessment centers.

Investment Banking

The Deal

FEBRUARY 7, 2024

Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. Over the past few years, large asset managers such as BlackRock Inc.

Middle Market

Intrepid Banker Insights

NOVEMBER 2, 2022

FT’s article, “ How Miami became the most important city in America ”, is a fun read on all this and more. Seeing it firsthand, though, I will say that it’s all true – the city has become a beacon for talent, creativity, youth and everything else that makes for a great business center.

Business

The Deal

AUGUST 9, 2023

Sandell Asset Management and Marcato Capital, two members of the SharkWatch 50, were closed in 2019, The Deal previously reported. … Editor’s note: The full, original version of this article was published earlier on The Deal’s premium subscription website. The SEC didn’t respond to a request for comment.

Investors

The Deal

JULY 24, 2023

The list, for instance, lists zero assets for Elliott, and two other prominent activists, TCI Fund Management Ltd. Sandell Asset Management and Marcato Capital, two members of the SharkWatch 50, were closed in 2019, The Deal previously reported. The SEC didn’t respond to a request for comment.

Investors

The TRADE

AUGUST 7, 2024

From Tourmaline’s perspective, Hantman asserts that the firm has been trading for multiple trillion plus asset managers for years, though these are unwilling to be named publicly. Similarly, Crowe confirmed to The TRADE earlier this year that BNY Mellon “absolutely” has large scale clients on its books already.

Trading

Software Equity Group

APRIL 24, 2024

This article offers an overview of key findings from the report and insights into how SaaS companies can capitalize on potential exit opportunities. A few examples include: In 2022, Siemens acquired Brightly Software (formerly Dude Solutions), which provides enterprise asset management and facility operations management SaaS.

Manufacturing

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. This is not the case in IB until you reach a very senior level (for more on all these points, see the article on investment banker salaries ).

Investment Banking

The TRADE

OCTOBER 18, 2024

Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.”

Broker

Software Equity Group

MARCH 7, 2024

Recognized with several awards, including the Stevie Awards for Top Women in Technology, and featured in numerous articles, she is an early visionary for leveraging technology to streamline the compliance process. About Craig Safety Technologies Craig Safety Technologies is a Compliance Management SaaS solution.

Collaboration

Software Equity Group

MARCH 7, 2024

Recognized with several awards, including the Stevie Awards for Top Women in Technology, and featured in numerous articles, she is an early visionary for leveraging technology to streamline the compliance process. About Craig Safety Technologies Craig Safety Technologies is a Compliance Management SaaS solution.

Collaboration

Software Equity Group

MARCH 7, 2024

Recognized with several awards, including the Stevie Awards for Top Women in Technology, and featured in numerous articles, she is an early visionary for leveraging technology to streamline the compliance process. About Craig Safety Technologies Craig Safety Technologies is a Compliance Management SaaS solution.

Collaboration

The Deal

JUNE 21, 2023

Brookfield Infrastructure, a Hamilton, Bermuda-based asset management company, and Toronto-based investment firm Ontario Teachers’ did not disclose the terms of the transaction. Upon the closing, Compass founder and CEO Chris Crosby and the management team of the Dallas-based company will continue in their positions.

M&A

Mergers and Inquisitions

OCTOBER 11, 2023

Brokerage We have a detailed commercial real estate brokerage article , so you should review that for all the details. Asset Management “Asset management” (AM) refers to what institutional investors, such as PE and life insurance firms, do after buying new properties.

Private Equity

CNBC: Investing

JULY 22, 2025

And it probably, in the background, has helped people feel a little bit better about buying some of these wealth managers, asset managers, money center banks at an elevated price-to-book over what they would have paid five years ago when they were being regulated like utilities. INVESTING INVOLVES RISK.

Stock

Mergers and Inquisitions

JUNE 25, 2025

Market Neutral / Relative Value: This is an extremely common crypto strategy because of the need to manage extreme downside risk; elements of it and a sample trade are covered in the convertible bond arbitrage article. Quant: Finally, all crypto funds could use discretionary or quant strategies.

Funds

Mergers and Inquisitions

MAY 28, 2025

Previous articles on direct lending , mezzanine funds , corporate banking , DCM , and LevFin have covered parts of this topic, but I wanted to consolidate everything here and explain some of the nuances. Private credit refers to lending between a non-bank lender , such as an asset manager or investment fund, and a company.

Capital Market