Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? I am using the same breakout that Inner Circle uses for its deals : Teams & Leagues, Technology & Services, and Facilities.

Investment Banking

Chesapeake Corporate Advisors

JANUARY 15, 2025

This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. Anna Gavin remains a shareholder, and she will continue to lead the Company going forward.

Corporation

Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. “CCA With Freestate’s commitment to its customers, Freestate is well poised to continue to grow and provide excellent craftsmanship in the mid-Atlantic region.”

Corporation

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.

Boutique

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.” The post 07-04-2023 Newsletter: July 4th PE Platform Sale! Celebrating 5 Years of Placements (2020-2024) – Empowering Dreams and Unlocking Opportunities!

Sale

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.

Sale

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket

Shearman & Sterling

JULY 14, 2013

Irving, Carlson & Xavier LLP, represented the sole shareholder of Wadkins & Associates, a leading independent financial and corporate public relations boutique, in its sale to Paddock Strategic Communications, a strategic, integrated communications and marketing firm. Corporate partner Samuel J. Carlson worked on the deal.

Sale

The TRADE

AUGUST 7, 2023

Investment banking boutique KNG Securities 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. The post People Moves Monday: In case you missed it appeared first on The TRADE.

IT

Global Newswire by Notified: M&A

MARCH 14, 2024

NEW YORK, March 14, 2024 (GLOBE NEWSWIRE) -- ZRG , one of the world’s most rapidly growing global talent advisory firms, today announced its acquisition of Wiser Partners , a retained executive search firm headquartered in Cincinnati, OH, with offices across the U.S.

Boutique

How2Exit

OCTOBER 9, 2023

Ron rn rn rn About The Guest(s): Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. rn Summary: Simon Bedard is the founder and CEO of Exit Advisory Group, a boutique M&A firm in Australia. He is also the host of the Buy, Grow, Sell podcast.

Advisory

Peak Frameworks

MAY 2, 2024

Understanding Consignment Sales Consingment sales are a commercial arrangement in which a consignor (owner of the goods) provides merchandise to a consignee (selling party) to sell. For example, a boutique seamstress may consign their goods to a clothing store to sell their goods in order to reach more customers.

Sale

Periculum Capital

NOVEMBER 15, 2022

www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community. www.periculumcapital.com About Densborn Blachly Densborn Blachly is a transaction boutique that is proud to serve the Midwestern business community.

Sale

The TRADE

JUNE 1, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium, The TRADE can reveal. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Her new title is unconfirmed. Polar Capital confirmed Jenkins’ departure.

Trading

How2Exit

JUNE 26, 2023

12 Concepts We Can Learn About __ From How2Exit's Interview W/ Kison Patel - Watch Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

M&A

The TRADE

FEBRUARY 5, 2024

Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. He also previously spent 16 years at Instinet as a vice president in sales trading. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital

The TRADE

JUNE 19, 2023

Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. He joined KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. She joined from Maple Finance, where she served as general counsel.

Sale

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital

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. based clients. Notable Quotes: "It's still a super hot seller's market, which is amazing."

Business

The TRADE

JUNE 5, 2023

LedgerEdge has appointed Stefano Dallavalle is its new product director and Diederik Can Suchtelen as head of its Amsterdam office and EU sales, effectively immediately, The TRADE can reveal. As part of his new role, Van Suchtelen will lead LedgerEdge’s sales effort in the EU as part of the initiative.

Trading

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

Razorpay

AUGUST 12, 2024

What Is POS (Point Of Sale) System? A POS, or point of sale system, is a business payment machine that combines hardware and software to accept payments from customers and record sales data. Retail POS System It offer inventory management, customer relationship management (CRM), and sales analytics.

IT

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.

Trading

The TRADE

JUNE 12, 2023

LedgerEdge appointed Stefano Dallavalle is its new product director and Diederik Van Suchtelen as head of its Amsterdam office and EU sales. Van Suchtelen joined LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market.

Asset Management

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Bank

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.

Investment Banking

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

Sun Acquisitions

JULY 6, 2022

Are you looking for a full-time broker or someone to give you specific advice on any aspect of the sale? Boutique brokerage firms like Sun Acquisitions pride themselves on providing one-on-one business broker services, dedicating as much time as needed to help you in your endeavor. What services will the broker provide?

Broker

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group. Tim holds a B.S. from the Robert H.

Management

Chesapeake Corporate Advisors

MAY 13, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

Investment Banking

Chesapeake Corporate Advisors

MARCH 11, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

Investment Banking

Chesapeake Corporate Advisors

MARCH 6, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

Investment Banking

Chesapeake Corporate Advisors

MARCH 4, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession. Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

Investment Banking

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. Investment Banking: Deep and short-term coverage (just until the deal is done!).

Investment Banking

The TRADE

JULY 15, 2024

Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. She initially joined Edmond de Rothschild AM in June 2021 as co-head of sales Germany and Austria, later being promoted to head of sales Germany and Austria in January 2022.

Asset Management

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

Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions. The podcast discusses trends, culture, growth and scalability, to give actionable insights into how to elevate your business. Listen to the most recent episode here.

Management