OfficeHours

JUNE 2, 2023

however, a majority of Blackstone portfolio companies are companies that you have likely never heard of. A majority of the portfolio companies will come up on a purely transactional basis at larger funds but at smaller funds. When it comes to investment banking, there are only so many investment banks that you can choose from.

Private Equity

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital

The TRADE

MARCH 25, 2024

Specifically, Perpetual’s Australian asset management business is set to adopt Charles River’s investment management system (IMS) which will manage its domestic and global portfolios, order and execution, compliance, post-trade processing and front-office data. billion AUM as of 31 December 2023. billion AUM as of 31 December 2023.

Management

The TRADE

JULY 5, 2024

Read more – The results so far: Equities rebounding as market stays primed for continued macro uncertainty In mid-2019, Spanish asset manager Bestinver acquired local boutique Fidentiis – where O’Connor worked – in a deal that added around €350 million in assets under management to Bestinver’s €7 billion portfolio.

Sale

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

Portfolio Management

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.

Private Equity

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

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. Is It a Bailout?

Bank

The TRADE

JUNE 5, 2023

He joins LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market. 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

JUNE 19, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. Previously, Williams served as an investment account manager at Northern Trust.

Sale

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

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. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio.

Capital

Peak Frameworks

JANUARY 15, 2024

UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support. UBC sends a strong number of graduates into bulge brackets and elite boutiques, with over 1/3 of hires going into these firms. PMF students consistently place into the top U.S.

Investment Banking

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Earlier in his career, Viverito spent three years as a trader at Great Point Capital.

Capital

Chesapeake Corporate Advisors

JULY 10, 2023

With a rich history and an impressive portfolio of successful projects, WBCM brings extensive expertise and innovation to every endeavor. “WBCM has secured a great partner to help continue its legacy as a leading transportation and infrastructure design firm.”

Engineering

Mergers and Inquisitions

MARCH 22, 2023

Before this deal, I had expected that “CS First Boston” would become another elite boutique and a strong competitor to the likes of Evercore, Lazard, and Moelis. Also, many of the elite boutiques will benefit because they’ll be perceived as “lower risk” after this crisis due to their lack of large Balance Sheets. Klein & Co.

Bank

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT

Peak Frameworks

SEPTEMBER 19, 2023

Financial firms, from Wall Street giants to boutique investment banks in Europe, have recognized its value. Track Investment Performance: Track the performance of investment portfolios, identify trends, and make data-driven decisions to rebalance portfolios. Over the years, it's spread from manufacturing to service industries.

Business

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. Think: benchmarking portfolios rather than modeling companies.

Investment Banking

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The trading team work closely in tandem with portfolio managers when preparing a strategy. You’re taught to almost think like a PM. More often than not that a price will move but then it will come back.”

Trading

Mergers and Inquisitions

AUGUST 16, 2023

Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.) On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China.

Private Equity

Sun Acquisitions

AUGUST 21, 2024

For instance, a general sign manufacturer acquiring a boutique firm known for bespoke signage can leverage the acquired talent to deliver more creative and customized solutions. By acquiring companies with unique personalization capabilities, manufacturers can diversify their product portfolio and cater to a broader customer base.

Manufacturing

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Platform or Add-on The first thing that private equity funds will determine is whether your business is a strong candidate for a platform investment or if it would be more suited to be an add-on to an existing portfolio company. As a seller, you will want to be realistic about which route is better for your business in the long-term.

Private Equity

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale

Chesapeake Corporate Advisors

AUGUST 16, 2024

The PE group will expect you to remain on board and work closely with their portfolio team to enhance the business through internal initiatives (like improving processes and driving organic growth) and by helping evaluate acquisition opportunities. More direct involvement for a longer timeframe.

Private Equity

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking

Mergers and Inquisitions

SEPTEMBER 13, 2023

Most dedicated distressed funds offer less liquidity and longer lock-up periods than other hedge funds, and they tend to hold positions for months or years with fairly concentrated portfolios. Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one.

Debt

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. The service provider landscape for outsourced trading is made up of an eclectic mix of firms. The list goes on.

Trading

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. The elite boutiques do not have a huge presence in mining, but you’ll sometimes see Rothschild or Perella Weinberg on the list.

Investment Banking

OfficeHours

SEPTEMBER 2, 2023

Private equity involves Over the last couple of weeks, we’ve had a couple of phenomenal individuals on our webinar including — Jake – former IB/Consultant who moved over to Strategy at one of the largest media conglomerates in the world out of Los Angeles (Disney) Anthony (ex-student athlete) went to UBS IB and then moved to MM PE and now going (..)

Private Equity

Mergers and Inquisitions

JUNE 5, 2024

The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios. The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).

Investment Banking

Financial Times - Banking

JULY 7, 2025

Electric boat enthusiasts navigate uncharted waters The power of randomness I miss those heady days of wearing shoes indoors HTSI Menu Search Home World US Companies Tech Markets Climate Opinion Lex Work & Careers Life & Arts HTSI Financial Times Subscribe Sign In Can New York’s boutique banks break Lazard and Rothschild’s grip on Paris?

Boutique

Global Newswire by Notified: M&A

MAY 20, 2025

a boutique commercial real estate mortgage brokerage firm, is pleased to announce the successful closing of a $51,317,000 acquisition loan on behalf of Reframe Holdings (Reframe). NEWPORT BEACH, CA., May 20, 2025 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc.,

Portfolio

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. No chance." "The

Middle Market

MergersCorp M&A International

MAY 28, 2025

This strategic transaction underscores French Soles commitment to expanding its footprint across Europe and enhancing its product portfolio with innovative Italian craftsmanship. With its extensive distribution channels and loyal customer base, FRMODA complements French Soles brand portfolio and growth strategy.

Shares

Growth Business

OCTOBER 31, 2024

Look into their investment history and portfolio to understand how they think, make decisions, and manage their investments. You should also seek to understand the makeup of the investors’ wider portfolio, which will indicate how experienced they are in supporting companies like yours and flag any potential conflicts of interest.

Investment