How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm.

Business

Growth Business

AUGUST 15, 2023

So says Lee Chin Jian, vice-president at boutique investment bank DAI Magister , which has offices in New York and in London, and has advised tech startup clients which have been sold to Apple, Nokia, NVIDIA, Shell, Ziff Davis and others.

Business

OfficeHours

FEBRUARY 9, 2024

small boutique) “ Last thing you want to be is STUCK in a DOWN-CYCLE being a banking analyst thinking I should’ve recruited before when there were more opportunities.” Access expert advice and learn the skills to advance your career. I can’t imagine going through it without Office Hours.” (EB) WHY CHOOSE US?

Private Equity

Mergers and Inquisitions

JULY 12, 2023

This startup claims that its service can boost Analyst productivity by 30% and generate millions in extra fees for the average bank, and it plans to sell it to boutique banks for $2,000 per month. They plan to target these smaller and mid-sized banks because they’re easier to reach and they have fewer resources for pitch book creation.

Capital

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. With regard to our buy-side clients, and especially newer or smaller funds, time and again we hear their need to shadow their fund admins or manage their own books and records.

Portfolio Management

Mergers and Inquisitions

SEPTEMBER 13, 2023

However, various books and textbooks have defined “distressed” as follows: Debt Discounts – If Secured Debt is trading in the low 90% range or below, or Unsecured Debt is trading in the 60-70% range or less, it’s typically distressed. A sharply declining stock price does not necessarily mean a company is “distressed.”

Debt

Mergers and Inquisitions

MAY 10, 2023

Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. As in other regions, the most important point is to start as early as possible in Year 1 of university because you need time to complete off-cycle internships at boutique firms.

Investment Banking

Mergers and Inquisitions

JANUARY 10, 2024

The first few years are very tough because you start from nothing – but if you build a decent book, the job gets easier since you’ll have consistent revenue from long-term clients. So, you won’t pull all-nighters to finish pitch books , and you won’t be called in over the weekend to make last-minute changes to a model.

Investment Banking

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT

Mergers and Inquisitions

JULY 17, 2024

Among the elite boutiques , Moelis has a notable presence, and Rothschild has an office in Mumbai but does not appear to be super-active. They’re mostly supporting pitch books and deal execution in other regions, not working on domestic deals from start to finish. or Europe and recruiting there.

Investment Banking

Peak Frameworks

MAY 2, 2024

For example, a boutique seamstress may consign their goods to a clothing store to sell their goods in order to reach more customers. Consignment sales model particularly favored in industries where product variety and uniqueness are paramount, such as art, fashion, and rare books.

Sale

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. Also falling under the team’s developed markets umbrella is the convertible bonds book of business. Convertible bonds are a hybrid of bonds and equities. More often than not that a price will move but then it will come back.”

Trading

Mergers and Inquisitions

AUGUST 6, 2025

Hebbia – This one’s more of a “knowledge worker” solution for various industries (finance, law, corporate) that speeds up processes such as screening for buyers and sellers, coming up with due diligence question lists, “generating” entire pitch books , and drafting initial CIMs. Auquan is similar but more for credit and asset management.

Financial Modeling

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) You can’t necessarily trust documents at face value, and there are issues with multiple versions of “the books” and other key data. is better for domestic funds.

Private Equity

How2Exit

JUNE 26, 2023

Additionally, companies should spend two to three years prepping their books and revenue to maximize value. One option is to find a boutique bank that may not have the same high pedigree requirements as the larger banks. Overall, understanding and managing culture is essential to maximize the value of the acquisition.

M&A

Mergers and Inquisitions

SEPTEMBER 11, 2024

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations This list was extremely difficult to compile due to the lack of company-level deals in the sector, but I’ve done my best: Solar Sunergy Renewables – SPAC / IPO (Cohen and Houlihan Capital) Investor Presentation Fairness Opinion (pg.

Investment Banking

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. A novel concept to greener traders.

Trading

Mergers and Inquisitions

APRIL 19, 2023

The elite boutiques do not have a huge presence in mining, but you’ll sometimes see Rothschild or Perella Weinberg on the list. A few middle market and regional boutique names in the space include Canaccord Genuity, Maxit Capital, Cormark, Haywood Securities, and Eight Capital.

Investment Banking

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).

Investment Banking

Financial Times - Banking

JULY 7, 2025

Electric boat enthusiasts navigate uncharted waters The power of randomness I miss those heady days of wearing shoes indoors HTSI Menu Search Home World US Companies Tech Markets Climate Opinion Lex Work & Careers Life & Arts HTSI Financial Times Subscribe Sign In Can New York’s boutique banks break Lazard and Rothschild’s grip on Paris?

Boutique

Razorpay

NOVEMBER 25, 2024

Retail Stores: Stores like grocery shops or fashion boutiques focus more on product management. Appointment booking features connect with websites for service businesses. They must print kitchen tickets and track open tabs. They also need to split bills easily. The system should help manage food inventory to prevent waste.

Sale

How2Exit

MAY 6, 2025

He’s also the author of five books, including Buying a Business That Makes You Rich and If They Can Sell Pet Rocks, Why Can't You Sell Your Business? Due diligence goes beyond the books : Understand the customers, culture, suppliers, and lease terms. But don’t let the word “boutique” fool you.

Book-building