Mergers and Inquisitions

OCTOBER 16, 2024

a summer internship that converts into a full-time offer vs. a boutique internship in your 1 st or 2 nd year of university). These 1 – 2 “steppingstone internships” could be at any firm, but many students do them at boutique investment banks or small/startup private equity or venture capital firms. For example: “Sure.

Investment Banking 111

Investment Banking Bank Banking Investment 111

The TRADE

JUNE 5, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium later this year, The TRADE can reveal. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Both will operate out of Hong Kong.

Trading 52

Trading Accountant Capital Sale 52

Mergers and Inquisitions

MARCH 13, 2024

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. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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. Sometimes, we find that owners aren’t sure of what services they actually need; growing their agency prior to a sale might seem necessary even if it wasn’t in their original plan.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Mergers and Inquisitions

JUNE 11, 2025

Another example is that many boutique banks issue market and M&A reports with recent transaction activity and even public comps for the sector. I still think it’s quite an expensive deal in a difficult market, and it might reduce Celsius’ ability to do future deals since it also issued $900 million in Debt to fund it.”

59

59

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Bank Banking 59

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

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. We’ve seen private capital investment banking practices raise substantial funds amid a difficult fundraising environment.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Net Working Capital.

Business 52

Business Negotiation Investment Banking Sale 52

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 of May 2024, the influx of over $1.3 Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

Mergers and Inquisitions

JULY 12, 2023

But if you’re interviewing at an early-stage VC fund (i.e., 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. Also, these numbers do not account for the dilution in future funding rounds.

Capital 52

Capital Valuation Boutique Banking 52

Chesapeake Corporate Advisors

OCTOBER 22, 2024

With manageable working capital requirements, the PE investor can grow the business without maintaining an asset-heavy balance sheet or funding constant upgrades. While that might sound like an easy path to success, a single-buyer sale process never favors the seller; it shifts all the leverage to the buyer.

Private Equity 52

Private Equity Government Investors Equities 52

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), 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. Which Banks Offer Spring Weeks? All the bulge bracket banks in the U.K.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. A bit like a multi-strategy house, BlueBay was once a hedge fund and long only shop and home to as many as eight investment teams with dedicated traders working on each one independently.

Trading 98

Trading Asset Management Management Electronics 98

Mergers and Inquisitions

OCTOBER 18, 2023

Note that while Leveraged Finance is technically in “capital markets,” it is closer to groups like M&A because most of the work relates to funding for acquisitions and leveraged buyouts. Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.”

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome. Urgent financial requirements (e.g., Market/Business Environment.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Through their experience across many transactions, the banker will also know which buyers are most likely to be interested in this deal (which could include PE firms, strategic acquirers, family offices, or search funds) and how to position the business to appeal to them.

M&A 52

M&A Investment Banking Negotiation Investment 52

The TRADE

JANUARY 3, 2024

Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. And what happens if the floodgates truly open with the arrival of the $100 billion funds?

Trading 64

Trading Asset Management M&A Broker 64

Software Equity Group

MARCH 21, 2023

There is a wide variety of early-stage lenders: large institutional investors, boutique specialist lenders, and high-net-worth individuals are common sources of debt financing. You can secure minority funding without the level of assets or cash flow needed for a bank loan.

Finance 52

Finance Finance Debt Equities 52

Sica Fletcher

MAY 8, 2024

simply wants to settle down and not have to worry about money. Need funds. Other times, they are hoping to use their share of the sale to alleviate personal debt. The table below outlines a few key criteria that you should consider before going through with a sale: Should I Sell My Insurance Agency?

Insurance 52

Insurance M&A Valuation Advisory 52

Peak Frameworks

MAY 22, 2023

Hotels and Hospitality Lodging and tourism-related properties, from boutique hotels like The NoMad in New York City to global chains like Marriott. Financing Options Evaluate financing methods, such as commercial mortgages, real estate investment trusts (REITs), or private equity funding. ,4.

Investment 52

Investment Finance Finance Private Equity 52

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 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. public markets roles ( hedge funds , asset management , etc.),

Investment Banking 64

Investment Banking Equities Bank Banking 64

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies.

Middle Market 130

Middle Market Acquisitions Private Equity Equities 130

Razorpay

DECEMBER 23, 2024

Mobile point of sale (mPOS) is a portable, wireless device that performs the functions of a traditional electronic POS terminal or cash register. Retail stores: Boutiques, pop-up shops, and small retailers can use mPOS to process transactions anywhere on the sales floor, reducing queues and enhancing customer service.

Sale 40

Sale IT Accountant Business 40

Growth Business

OCTOBER 31, 2024

Figure out what you need First things first, you need to be clear on how much funding you need, the stage of your company, and what else you’re looking for in addition to capital. What other value-add are you hoping the investor can bring besides funds? How much capital are you looking to raise?

Investment 97

Investment Investors Equities Business 97

How2Exit

MAY 6, 2025

John deconstructs the psychology behind a sale, the pitfalls of MBA-fueled delusions, and the reality that good businesses do sell—just not always to the highest bidder. It’s not about funding—it’s about grit, relationship-building, and actually doing the work.

Book-building 130

Book-building Business M&A Advisory 130