How2Exit

MAY 23, 2023

Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. This prompted Richard to apply to law school and he graduated from law school while working at the investment bank. Castle Placement specializes in raising private equity and debt capital for clients.

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The TRADE

AUGUST 2, 2023

One of BCS Global Markets’ prime services sales leads has left the investment bank to join boutique merging markets broker and investment bank BancTrust. The post BCS Global Markets prime sales lead departs for boutique emerging markets bank appeared first on The TRADE.

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Peak Frameworks

SEPTEMBER 28, 2023

Queen's University is a public research university in Kingston, Ontario, Canada, and is the second-best Canadian school for investment banking placement. Home to the well-regarded Smith School of Business Commerce program, Queen's top students consistently go to the very best investment banks in the world.

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Mergers and Inquisitions

NOVEMBER 22, 2023

As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets. Deutsche Bank is a trickier case because it now generates less investment banking revenue than firms like Jefferies, Wells Fargo, and RBC.

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Sica Fletcher

AUGUST 21, 2024

In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. The sections below outline what insurance agency investment banks typically provide for clients, to help readers determine whether they are actually needed.

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Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

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Mergers and Inquisitions

JULY 17, 2024

If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. But the main problem is that winning a “true” front-office investment banking role in India is virtually impossible, even if you have outstanding academic credentials and work experience.

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Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. 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.

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Mergers and Inquisitions

FEBRUARY 2, 2022

But the true inflation rate is likely at 10-20%, and global investment banking fees were up by even higher percentages! What Happened to Investment Banking Fees? After an initial slowdown when the pandemic first struck in early 2020, banks have generated record-high fees from M&A and capital markets deals.

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The TRADE

JUNE 12, 2023

Fixed income investment banking boutique KNG Securities has appointed Fernando Ortega as its new head of emerging market sales. He joins KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years.

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Mergers and Inquisitions

AUGUST 7, 2024

For example, what if you get into IB out of undergrad instead of having to take a Big 4 job first , or you get into the M&A group without having to work in capital markets and then switch after a year? you will face too many upfront rejections at banks , so you should consider non-IB options for now. Grades: You need at least a 3.0

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Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

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OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. Best of luck! and how our process works.

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iMerge Advisors

APRIL 10, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate.

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iMerge Advisors

APRIL 9, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate.

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M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

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Chesapeake Corporate Advisors

APRIL 8, 2024

SoftTech was acquired by Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services, who is backed by Falfurrias Capital, based in Charlotte, NC. The CCA investment banking team on this transaction included Marty O’Neill, Managing Director, Andy Spears, Vice President, and Aidan Olmstead, Senior Analyst.

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Chesapeake Corporate Advisors

APRIL 8, 2024

Allstates WorldCargo”), a provider of worldwide logistics and transportation services, who is backed by Clarendon Capital, headquartered in Tysons Corner, VA. The CCA investment banking team on this transaction included Charlie Maskell, Managing Director, Andy Spears, Vice President, and Frank Ihle, Senior Analyst.

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Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

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Chesapeake Corporate Advisors

OCTOBER 31, 2023

Net Working Capital (“NWC”) is closely scrutinized, as it is a key indicator of a company’s operational efficiency and its ability to keep the business adequately funded. This means the business can continue to operate without the need for an immediate infusion of additional capital post-acquisition.

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Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

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The TRADE

AUGUST 7, 2023

The bank is now in the process of determining who will be appointed to assume Ybarra’s responsibilities when he steps down next year, with plans to announce a succession plan in the coming months. Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities.

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Mergers and Inquisitions

JULY 12, 2023

but the venture capital case study remains a bit mysterious. The VC firm might give you a short investment memo or slide deck for the company, ask you to read it, and then say “yes” or “no” based on your analysis and interpretation. There’s plenty of information online about case studies in finance interviews (IB, PE, etc.),

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Mergers and Inquisitions

MARCH 13, 2023

If you are currently breathing oxygen, you’ve undoubtedly seen the stories about Silicon Valley Bank’s collapse over the past few days. It’s the second-biggest bank failure in U.S. history and the largest bank to collapse since 2008. And the impact on the banking industry , venture capital, and startups.

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The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

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Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). as most PE recruiting in other countries is off-cycle. If youre in the U.S.,

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Private Equity Recruitment Equities Middle Market 98

Mergers and Inquisitions

JUNE 11, 2025

Are you recruiting for investment banking roles to double your compensation? Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. Another example is that many boutique banks issue market and M&A reports with recent transaction activity and even public comps for the sector.

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The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.

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Chesapeake Corporate Advisors

JANUARY 26, 2023

His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates. Knott has held partner and director-level roles with a regional PE firm and previously served as a vice president with KPMG Corporate Finance, a global, middle market-focused investment bank.

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The TRADE

AUGUST 1, 2023

Investment banking boutique KNG Securities has appointed Gary Ballard as its new head of equities. He joins KNG from VTB Capital, where he most recently served as managing director and global head of equity sales.

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The TRADE

MAY 29, 2023

Head of UBS’ Neo business, Nej D’jelal, left the bank to join the London Stock Exchange Group (LSEG) as head of its Workspace platform, effective from the end of this month. D’jelal joins LSEG after two and a half years at UBS heading up its cross-asset investment banking platform.

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Mergers and Inquisitions

MARCH 22, 2023

I made the same mistake the regulators did: ignoring shifts in the Credit Suisse deposit and cash base because its regulatory capital ratios looked “fine.” Investors panicked and bid down the prices of other AT1 bonds in Europe, which prompted EU regulators to step in and state that this “ would not happen to other banks.”

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Solganick & Co.

MAY 13, 2024

May 13, 2024 – Los Angeles Business Journal – by Taylor Mills Solganick Says M&A is Back Los Angeles-based boutique investment banking firm Solganick & Co. Aaron Solganick founded the firm in 2009 after serving as the senior vice president of investment banking at B.

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Chesapeake Corporate Advisors

OCTOBER 22, 2024

A solid long-term cash flow profile enables investors to make informed decisions that drive higher returns, such as rolling out a new product, investing in innovative technology or making a strategic hire. On the other hand, low capital-expenditure businesses tend to be labor dependent.

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Chesapeake Corporate Advisors

JULY 10, 2023

Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay. Sentinel Capital Partners continues to team with TranSystems to expand its presence in the infrastructure industry.

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Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. Traditional Distressed Funds That Have Diversified: Anchorage (partially shut down), Brigade, Davidson Kempner, Elliott, Marathon, Silver Point, and York Capital.

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Focus Investment Banking

JULY 17, 2024

This period also saw a rise in competition, with boutique consulting firms focusing on specific niches and providing innovative strategies to adapt to changing market conditions. Download the full report here. The post Business Services 2Q 2024 M&A Report appeared first on FOCUS.

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