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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

Within investment-grade corporates, it favors telecom issuers, financials and utilities. Among the other sectors the firm is favorable on are utilities and financials, which also pay high dividends. For example, iShares 5-10 Year Investment Grade Corporate Bond ETF has a 30-day SEC yield of 5.32% and an expense ratio of 0.04%.

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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

Renewables, Power & Utilities, Project Finance, Public Finance, Real Estate, Oil & Gas and More? RBC : It has a Power, Utilities & Infrastructure team. Infrastructure Investment Banking vs. Renewables, Power & Utilities, Project Finance, Public Finance, Real Estate, Oil & Gas and More?

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Lower Middle Market

Wall Street Mojo

Lower Middle Market Definition The Lower Middle Market (LMM) is a segment formed by companies ranging from $5 million to $50 million in annual revenue. It forms the lower end of the economy’s middle market, mainly small and medium enterprises.

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The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up

How2Exit

The conversation offers a deep dive into how Roger utilizes his extensive skill set to navigate the complexities of mergers and acquisitions, making significant strides in this highly lucrative sector. The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies.

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Solganick Recognized as a Top Investment Bank by Axial

Solganick & Co.

Named a Top Lower Middle Market Investment Bank by Axial for Q1 2024 April 25, 2024 – Los Angeles and Dallas – Solganick & Co., a leading software and IT services-focused investment bank, has been recognized as one of the Top 25 Lower Middle Market Investment Banks for Q1 2024 by Axial. Solganick & Co.

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E-commerce & SaaS Acquisitions Financing: Expert Stephen Speer on Funding Your Business Dreams

How2Exit

rn rn rn For larger transactions in the lower middle market, different financing structures are utilized, often free from the need for personal guarantees. rn Financing for Larger Deals rn For transactions in the lower middle market (ranging from approximately $10 million to $250 million), the structure is vastly different.

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10-31-2023 Newsletter: October 31st PROMO!

OfficeHours

Use Code: TRICKORTREAT There’s been no better time to utilize our Platform and Top Tier Resources to accelerate your PE Prep! In honor of 10/31… we’re offering a promotion of only $10.31 for OfficeHours Platform Access! Use code TRICKORTREAT at checkout to grab your exclusive discount! Lifetime Access to our PE Resources!