Focus Investment Banking

APRIL 1, 2024

Washington, DC, (April 1, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that CMI Management , an organization that provides facilities and asset management services primarily to government agencies, has been acquired (..)

Investment Banking

Mergers and Inquisitions

AUGUST 23, 2023

Almost nothing is worse than recruiting for investment banking internships , winning an offer, preparing , completing the internship, and then not getting a return offer. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates.

Investment Banking

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management. “The

Investment

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

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead? This second trade would be much less likely at a long-only asset management firm.

Funds

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. Distressed / Restructuring – These funds invest in the debt or equity of distressed companies or ones entering the bankruptcy process.

Funds

Mergers and Inquisitions

SEPTEMBER 13, 2023

If a merger arbitrage fund holds an average of 100 positions, a distressed fund might hold only 10-15 (or even fewer). How to Recruit for Distressed Debt Hedge Funds The best background is restructuring investment banking because the skill set is directly relevant. A few of these funds specialize in distressed (e.g.,

Debt

Mergers and Inquisitions

MARCH 8, 2023

Finally, on the investment banking side , the “top 3” banks (GS, MS, and JPM) all have a good presence in commodities, as do BofA and Citi. at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. Around 10% had wealth management experience.

Funds

Mergers and Inquisitions

DECEMBER 6, 2023

So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere. It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads.

Funds

Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists. How Do You Apply for Pre-MBA Internships?

IT

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? Also, it can be quantitative or fundamental – or both! –

Equities

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

Peak Frameworks

SEPTEMBER 19, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course. Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S., Consider the negotiation nuances during AT&T's merger with Time Warner.

Finance

Mergers and Inquisitions

JANUARY 31, 2024

The Top Single-Manager Hedge Funds Single-manager funds far outnumber multi-manager funds, but they’re also much smaller. Think: “Hundreds of millions in AUM up to a few billion” – a lot of money, but tiny by the standards of the largest hedge funds and asset managers.

Funds

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Banking

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. So, your best option in most cases is to gain traditional investment banking or private equity experience and use that to move in.

Recruitment

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people.

Private Equity

The TRADE

DECEMBER 23, 2024

FIS acquires post-trade platform Torstone Technology Coming in at number 10 in our 2024 most read countdown was a major merger and acquisition scoop announced at the start of the year. Torstone is a global SaaS platform for post-trade securities and derivatives processing technology, originally built by and for a global investment bank.

M&A

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. You could come up with dozens of other potential trades if you also consider call and put options, biotech indices/ETFs, and merger arbitrage ideas.

Funds

Mergers and Inquisitions

MAY 28, 2025

Private credit refers to lending between a non-bank lender , such as an asset manager or investment fund, and a company. To be competitive for private credit roles, you should ideally come from an investment banking background with significant debt experience (e.g., And Why Has It Taken Off?

Capital Market