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 105

Bulge Bracket Bank Banking Boutique 105

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. For more information, visit www.encorefireprotection.com. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation 52

Corporation Investment Banking Education Advisory 52

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. Smith School of Business of the University of Maryland.

Management 52

Management Investment Banking Middle Market Boutique 52

Periculum Capital

NOVEMBER 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Government M&A 52

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.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

“CCA provided exceptional guidance and support, ultimately leading to a successful outcome.” “The CCA investment banking team was honored to guide Steve Misotti and Tim Pirtle through a sale process that culminated in an excellent outcome for all three companies,” said Maskell. allstates-worldcargo.com.

Transportation 52

Transportation Capital Investment Banking Corporation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market. The post SoftTech Solutions, Inc.

Capital 52

Capital Engineering Investment Banking Corporation 52

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 123

Bank Banking Funds Government 123

Chesapeake Corporate Advisors

OCTOBER 22, 2024

That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important. 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 13, 2024

Growth Equity vs. Venture Capital vs. Private Equity This section will focus on Strategy #1 (Late-Stage VC Investing) because Strategy #2 is nearly the same as what most middle-market private equity firms do, but with higher-growth companies. Scaling a company’s sales & marketing by hiring more sales reps.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. Before you begin the sale process, it is critical to think about what an ideal outcome looks like for you and the company. How Do You Envision Life Post-Transaction?

Business 52

Business Equities Debt Corporation 52

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), middle-market banks (Jefferies, Houlihan Lokey, etc.), And if you’re in sales & trading , you won’t be allowed to trade or sell, just as you’re similarly restricted in S&T internships. Which Banks Offer Spring Weeks?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middle market is defined by a fairly common set of criteria.

Private Equity 52

Private Equity Equities Investment Business 52

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Investors 111

Mergers and Inquisitions

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” And then other banks, such as Goldman Sachs, do not separate their product and industry groups, so there are no separate capital markets teams. Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

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

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. E263: Want to Find Hidden Acquisition Gems?

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Chesapeake Corporate Advisors

MARCH 11, 2025

The most recent include the sale of Freestate Electric, LLC to Sojitz Energy Services LLC, and the sale of Fireline Corporation to Encore Fire Protection. The formalization of a Business Services team was a natural next step for CCA, which has closed 60+ transactions in this sector since its inception.

Corporation 52

Corporation Business Investment Banking Advisory 52

Chesapeake Corporate Advisors

MARCH 19, 2025

(BRS or The Company), a value-added distributor of water and sewer, masonry, and hardscapes supplies in the Mid-Atlantic, in its sale to Fortiline Waterworks (Fortiline), a leading national waterworks supplier and subsidiary of the Reece Group. As such, aligning with the right partner was a foremost priority in pursuing a sale.

Investment Banking 52

Investment Banking Corporation Utilities Advisory 52

Chesapeake Corporate Advisors

MAY 15, 2025

AMA), an environmental, health and safety (EHS) consulting and training firm in its sale to The EI Group, a leading environmental consulting firm. Located in Hanover, Maryland, AMA provides expert, responsive, and professional industrial hygiene and EHS consulting and training services.

Consulting 52

Consulting Investment Banking Engineering Corporation 52

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. But don’t let the word “boutique” fool you. This episode is a goldmine for first-time buyers and retiring business owners alike.

Book-building 130

Book-building Business M&A Advisory 130