Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. It even includes elements of healthcare , industrials , and oil & gas investment banking. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking 59

Investment Banking Bank Banking Investment 59

OfficeHours

JUNE 30, 2023

It’s relatively easy to master if you practice beforehand, as the test has a structure that many investment professionals will expect you to follow. To go from equity value to enterprise value, add the net debt (debt minus cash) of the company to equity value. On the source side, you will have two lines: debt and equity.

Private Equity 130

Private Equity Equities Debt Recruitment 130

Mergers and Inquisitions

JUNE 11, 2025

Are you recruiting for investment banking roles to double your compensation? Another example is that many boutique banks issue market and M&A reports with recent transaction activity and even public comps for the sector. You can cite terms like the coupon rate, original issue discount , and covenants for debt deals.

M&A 59

M&A Debt Mergers and Acquisitions Bank 59

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. And wealth managers at large banks may advise people with as little as a few hundred thousand to invest. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59

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.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking? Do you learn anything?

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

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?

Investment Banking 59

Investment Banking Bank Banking Investment 59

The TRADE

JUNE 12, 2023

Fixed income investment banking boutique KNG Securities has appointed Fernando Ortega as its new head of emerging market sales. Elsewhere in his career, Ortega served as European head of emerging market sales at Santander Corporate and Investment Banking.

Sale 64

Sale Securities Capital Investment Banking 64

OfficeHours

JULY 4, 2023

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.” I can’t imagine going through it without Office Hours.” (EB) WHY CHOOSE US? At OfficeHours , we believe that success is not a one-size-fits-all concept.

Sale 130

Sale Private Equity Recruitment Equities 130

Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As conditions have changed, so has the focus of PE groups.

Middle Market 52

Middle Market Private Equity Equities Investment 52

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.

Capital 130

Capital Investors Business Investment 130

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.

Private Equity 105

Private Equity Equities Capital Portfolio 105

The TRADE

MAY 29, 2023

D’jelal joins LSEG after two and a half years at UBS heading up its cross-asset investment banking platform. KNG Securities International named London-based Halila Mazin as it’s the newest addition within its credit trading team, in a bid to strengthen its distressed debt and emerging markets offering.

Trading 64

Trading Equities Investment Banking Electronics 64

Chesapeake Corporate Advisors

JUNE 26, 2024

CCA had a long-standing relationship with the buyer, including advising on the debt refinancing of their family-owned business. The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. Growth debt, also called venture debt, most often comes as a principal loan accompanied by an interest payment.

Finance 52

Finance Finance Debt Equities 52

The TRADE

AUGUST 1, 2023

Investment banking boutique KNG Securities has appointed Gary Ballard as its new head of equities. Ballard brings over 30 years’ experience in equity sales, having previously held positions at Goldman Sachs, Morgan Stanley and Baring Securities.

Equities 52

Equities Securities Sale Boutique 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

These factors include not only the fund’s investment and operating strategies, but the investors’ personalities as well, since most partnerships will involve working together often throughout the fund’s hold period. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

Private Equity 52

Private Equity Funds Equities Debt 52

Chesapeake Corporate Advisors

JUNE 26, 2024

CCA had a long-standing relationship with the buyer, including advising on the debt refinancing of their family-owned business. The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

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?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

What happens after the deal closes depends on the PE group’s investment strategy as well as your personal and professional goals. PE firms invest in a business in one of two ways: as a platform company (which serves as a foundation upon which to add other businesses) or as an add-on to an existing platform company.

Business 52

Business Equities Debt Corporation 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing. If your business is not already leveraging these innovative technologies, it could be a good long-term strategy to invest in them.

Private Equity 52

Private Equity Government Investors Equities 52

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. Central to its specialism is the close-knit relationship between RBC BlueBay’s trading and investment teams. You’re taught to almost think like a PM. As a jack of all trades, she covers most developed markets products.

Trading 98

Trading Asset Management Management Electronics 98

Sica Fletcher

JULY 31, 2024

Two in particular stand out: Buyers are purchasing agencies and brokerages at a loss for their resiliency as investments. In addition to the high cost of debt interfering with their bottom line, they also have to contend with a buyer pool that’s larger than ever before , with 50+ buyers in the current pool where there used to be ~5.

M&A 52

M&A Insurance Debt Equities 52

Mergers and Inquisitions

MARCH 13, 2023

Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) The Impact on Investment Banking, Commercial Banking, Venture Capital, and Tech Startups The good news is that nothing here affects investment banking in the U.S. to back them.

Bank 123

Bank Banking Funds Government 123

Chesapeake Corporate Advisors

MAY 2, 2023

A $50 million transaction might include $42 million cash at close (guaranteed), a $5 million seller’s note (where the seller agrees to accept a portion of the purchase price as a series of debt payments), and $3 million in earnouts (which are only paid if the company achieves certain financial metrics over time).

Business 52

Business Investment Banking Corporation Advisory 52

Solganick & Co.

FEBRUARY 2, 2024

Despite that fact – and the lack of any significant recovery in the year’s back half – dealmakers are optimistic in the New Year, according to Aaron Solganick, chief executive of El Segundo-based investment bank Solganick & Co. “A You’re not going to see too many big flashy deals. For more information, please contact us.

M&A 40

M&A Business Middle Market Investment Banking 40

Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Generally, these fall into two distinct categories of advisory firms or investment banks. Financial Need. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Sica Fletcher

MAY 8, 2024

Different factors can trigger this need - some sellers have what they see as a rare investment opportunity that they want to take advantage of. Other times, they are hoping to use their share of the sale to alleviate personal debt. Manageable Debt. The owner is ready to settle down and enjoy their golden years and either a.)

Insurance 52

Insurance M&A Valuation Advisory 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Chesapeake Corporate Advisors

APRIL 15, 2025

The best way to overcome this challenge is to invest in Financial Planning and Analysis (FP&A). Your stakeholders need to know you have the cash to invest in growth, service debt, and distribute funds to investors on the expected timeline. FP&A is much more than a financial function.

Middle Market 52

Middle Market Profitability Business Corporation 52

Chesapeake Corporate Advisors

MAY 13, 2025

in March, suggesting that consumer spending increased in advance of tariffs on imports even as confidence wanes and household debt levels rise. Retail sales increased by 1.4% Consumer confidence took a hit in April, with sentiment falling to 52.2the lowest reading since 2022signaling increased public concern about the economic outlook.

Investment Banking 52

Investment Banking Advisory Corporation Boutique 52