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Tell Me About a Recent Deal: Full Guide and Example

Mergers and Inquisitions

Another example is that many boutique banks issue market and M&A reports with recent transaction activity and even public comps for the sector. How much Cash, Stock, and Debt were used, and why? But there are also plenty of lesser-known-but-still-useful sources. If you were the Buyer, would you do this deal?

M&A
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Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

Equity research recruiting tends to be less structured, though the bulge bracket banks and elite boutiques still run traditional processes that start over a year before summer internships. Sure, some Analysts add value and understand companies at a deep level, but do we need 30 teams covering a single large-cap stock? No, probably not.

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Demystifying the “Second Bite of the Apple” and its Prevalence in Private Equity

Chesapeake Corporate Advisors

Sellers should also ask what class of stock the minority investment will comprise. It is important to receive the highest class of stock—the same class as the PEG’s stock, if possible—so that the stock treatment is the same. Determining a good fit with the buyer is important to mitigate this risk.

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Evercore buys London’s elite M&A boutique Robey Warshaw for $196mn

Financial Times - Banking

Complete digital access to quality FT journalism on any device.

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UBS profits double as strong trading revenue offsets investment banking weakness

Financial Times - Banking

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Robey Warshaw’s greatest dealmaking coup: selling itself for $200mn

Financial Times - Banking

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Fundstrat's Tom Lee keeps making bold stock calls — and nailing them

CNBC: Investing

The co-founder of the independent financial research boutique doesn't expect to be right all the time, but leans on history and probability when making calls.