Brian DeChesare

JUNE 15, 2022

Yes, if you’re working at a large bank, it’s generally best to be in a “front office” (client-facing) role. First, note that these terms apply only to investment banks and related finance firms (private equity firms, hedge funds, etc.).

Banking 90

Banking Treasury Start-ups Finance 90

Benzinga

MARCH 28, 2024

At or immediately prior to the closing, IFH is expected to distribute its minority equity interest in Dogwood State Bank to IFH shareholders in the form of a dividend equal to approximately 0.469 shares of Dogwood State Bank for each share of IFH common stock, a value of $7.69/share and Capital Bank.

Banking 40

Banking Dividends Book Value Equity 40

Valutico

FEBRUARY 27, 2024

More importantly, we’ll dig deeper into how discount rates can influence investment choices and how they’re used to figure out a company’s worth. For central banks like the Federal Reserve, it helps control the economy. This is different from the discount rate used in investment. What is a discount rate?

Discounted Cash Flow 52

Discounted Cash Flow Risk Premium Risk-free Rate Weighted Average Cost of Capital 52

Brian DeChesare

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Equity 90

Equity Start-ups Marketability Banking 90

A Neumann & Associates

MARCH 4, 2024

A broker who invests their time building their network or advancing their skill set often translates to a higher success rate for your transaction. Keep note of how much assistance the broker provides during the due diligence period, the buyer obtaining bank financing, and working with your attorney on the agreement.

Start-ups 71

Start-ups Marketability Business Valuation Banking 71

Benzinga

APRIL 12, 2022

the leading financial services firm with offices in Bloomfield Hills, Michigan, and Naples, Florida, announces the official relaunch of its investment banking group. Directed by Matt Miller, the investment banking group services private and public corporations as well as private equity clients. BLOOMFIELD HILLS, Mich.,

Banking 40

Banking Finance Marketability Equity 40

Lighter Capital

JULY 26, 2023

Over his 20+ year global engineering career spanning banking, insurance, and fintech he has developed an innate understanding of the needs of both engineers and enterprises. Today Kpow is trusted by global enterprises for the way it seamlessly fits into their existing environments, securely manages their data, and reduces costs.

Finance 98

Finance Banking Equity Technology 98

Brian DeChesare

MARCH 2, 2022

As investment banking recruitment has moved up earlier – especially in the U.S. These factors have made the off-cycle investment banking internship a popular strategy for many students. vs. elsewhere, and it also differs at different types of banks. France or Germany ). France or Germany ).

Banking 59

Banking Start-ups Finance Equity 59

Brian DeChesare

JULY 12, 2023

Depending on your source, a VC case study might consist of a “cap table” exercise where you calculate the company’s ownership over many investment rounds and the proceeds to each group upon exit… …but it could also be a qualitative discussion of a market, an evaluation of a specific startup, or even a simple 3-statement model.

Banking 52

Banking Marketability Compliance Finance 52

Equidam

MARCH 25, 2024

Diversified Investment Services 4.66 Investment Banking & Brokerage Services 6.04 Investment Holding Companies 4.66 Investment Management & Fund Operators 4.66 Gyms, Fitness and Spa Centers 2.16 UK Investment Trusts 4.66 Diversified Investment Services 4.66 UK Investment Trusts 4.66

EBITDA 57

EBITDA Banking Start-ups Business Valuation 57

Benchmark Report

JULY 22, 2022

Once the full potential of this strategic fit began to be explored, they worked tirelessly to see this transaction to a close. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the #1 Sell-side, Privately Owned M&A Advisor in the World by Pitchbook’s Global League Tables.

Banking 98

Banking 98

Brian DeChesare

SEPTEMBER 14, 2022

For example, if you work in Debt Capital Markets or Leveraged Finance or a closely related area such as corporate banking , technically, you are a “credit analyst.”. Investment banks, investors, and lenders then use these ratings in their analyses. Especially on the commercial banking side, these roles are not super-competitive.

Finance 74

Finance Banking Corporate Finance Start-ups 74

Brian DeChesare

DECEMBER 14, 2022

One topic that I’ve never fully explained on this site is the investment banking target school. And why do banks focus so heavily on a few schools? Definitions: What are “Investment Banking Target Schools”? Investment Banking Target Schools by Region and Level.

Banking 52

Banking Finance Start-ups Corporate Finance 52

Benzinga

APRIL 7, 2022

The investment is made on behalf of two of Crown's value-add funds, Crown Realty IV and Crown Realty V Limited Partnership. Located along Mississauga's prominent Hurontario corridor in the Heartland Business Community, the 50-acre property is comprised of five office buildings and a retail bank branch.

Banking 40

Banking 40

Brian DeChesare

DECEMBER 7, 2022

The first thing to understand about investment banking in Hong Kong is that it’s unlikely you’ll ever be able to work in investment banking in Hong Kong. Hong Kong is still an important financial center, but banks there now focus almost exclusively on mainland China in terms of deals, clients, and new hires.

Banking 52

Banking Equity Start-ups Finance 52

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done. I describe my corporate finance class as an applied, big-picture class.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

Benzinga

FEBRUARY 23, 2023

OTCQX: WAYN ) ("Wayne"), the holding company of Wayne Savings Community Bank and Main Street Financial Services Corp. OTCPK: MSWV) ("Main Street"), the holding company of Main Street Bank Corp., OTCPK: MSWV) ("Main Street"), the holding company of Main Street Bank Corp., as of February 22, 2023.

Banking 40

Banking Dividends Market Capitalization Marketability 40

Brian DeChesare

NOVEMBER 9, 2022

People usually start this discussion by comparing S&T exits to investment banking exit opportunities and saying that S&T exit options are “worse.”. Execution Trading – You take your team’s investment ideas and execute them at the best price and terms to maximize profits on the trade. But that’s not quite accurate.

Banking 69

Banking Equity Start-ups Marketability 69

Lighter Capital

AUGUST 17, 2023

There’s more to it than subtracting your anticipated monthly costs from the cash you have in the bank. Furthermore, a diverse set of customers is good evidence of your startup’s product-market fit. A strong product-market fit will deliver steadier revenue, meaning better funding terms when you raise capital.

Banking 98

Banking Finance Marketability Equity 98

A Neumann & Associates

OCTOBER 12, 2023

Extracting relevant buyers out of a proprietary database and reaching out via direct email campaign; professional M&A advisors invest significant time in cultivating these relationships and tracking their investment criteria, so they know exactly who is interested in what types of investments and which ones are good partners for a seller.

Marketability 52

Marketability Banking Finance 52

Benzinga

JUNE 1, 2022

The strategic and cultural fit between Raymond James and TriState has been continually reinforced as our teams have worked toward this point over the last few months," said Raymond James Chair and CEO Paul Reilly. "We Chartwell Investment Partners will complement and benefit from the resources offered by Carillon Tower Advisers.".

Treasury 40

Treasury Banking Marketability 40

Brian DeChesare

MARCH 8, 2023

But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. Commodity trading desks within sales & trading at the large banks. power, energy (oil, gas, NGLs, etc.),

Finance 104

Finance Start-ups Banking Alpha 104

Brian DeChesare

JANUARY 19, 2022

FSG Investment Banking: What the Financial Sponsors Group Does The Financial Sponsors Group vs. the Financial Institutions Group The Financial Sponsors Group vs. Leveraged Finance vs. Debt Capital Markets Recruiting: Who Gets Into the Financial Sponsors Group? Table Of Contents. So what’s the difference?”.

Private Equity Firm 72

Private Equity Firm Banking Equity Finance 72

Reynolds Holding

MARCH 28, 2024

Treasury Department, issued a Notice of Proposed Rulemaking (“Proposed Rule”) that would extend certain anti-money laundering program requirements to: investment advisers registered (“RIAs”) with the Securities and Exchange Commission (“SEC”); and investment advisers that report to the SEC as exempt reporting advisers (“ERAs”).

Compliance 45

Compliance Banking Treasury Venture Capital Fund 45

Brian DeChesare

DECEMBER 21, 2022

Just look at the financial markets, the crypto meltdown, deal volume at banks, inflation, energy prices, Russia/Ukraine, supply chains, and the hiring environment in tech and finance. But let’s start with my favorite topic: “ranking” banks, schools, and maybe a TV series or three. Bank, School, Dragon, and TV Rankings.

Banking 80

Banking Start-ups Finance EBITDA 80

Benzinga

FEBRUARY 13, 2023

13, 2023 (GLOBE NEWSWIRE) -- United Community Banks, Inc. Additionally, First Miami shareholders will receive a special cash dividend at closing from net proceeds of the sale of certain investment securities held by First Miami. Harton continued, "We believe FNBSM's culture is a great fit with our culture at United.

Banking 40

Banking Book Value Dividends Marketability 40

Benchmark Report

AUGUST 5, 2022

Benchmark International’s client N&L Investment Corporation, a provider of HVAC and plumbing services, has successfully sold to Hufsey Mechanical in Fort Worth, Texas. N&L Investment Corporation is a provider of HVAC and plumbing services for residential customers. Website : [link] Blog : [link].

Banking 52

Banking Marketability 52

Reynolds Holding

MAY 11, 2023

Credit Suisse (CS) was sold to UBS on March 19, 2023, to avoid its further deterioration from long-lasting distress and widespread distrust, especially after the collapse of Silicon Valley Bank. Accounting values are clearly imperfect, but they are the metric that matters for determining bank insolvency.

Banking 59

Banking Equity Book Value Treasury 59

Brian DeChesare

AUGUST 2, 2023

It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code. Quant finance , prop trading , or certain types of hedge funds might be a better fit for you. But the problem is that most AI tools are bad at writing.

Banking 52

Banking Finance Start-ups Equity 52

Reynolds Holding

NOVEMBER 19, 2023

In a new paper, we examine the differences between private and public firms to see whether one outshines the other when it comes to investment efficiency. Managers of public firms may fall into the trap of empire building, i.e., invest excessively, irrespective of opportunities. Our analysis begins with three theories.

Finance 52

Finance Compliance Dividends Banking 52

Brian DeChesare

SEPTEMBER 20, 2023

No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not. There are better and worse explanations for your answers, but in the absence of time travel, VC interviewers can’t determine if your startup investment pitch was “correct.” Which market is attractive?

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

Equidam

FEBRUARY 16, 2024

7.06 ↓ -25.45% Banks* 20.99 8.93 ↓ -32.14% Diversified Investment Services 12.51 6.18 ↓ -9.25% Investment Banking & Brokerage Services* 19.89 34.2 ↑ 71.95% Investment Holding Companies 12.51 34.85 ↑ 178.58% Investment Management & Fund Operators 12.51 9.99 ↓ -18.58% Gyms, Fitness and Spa Centers 12.27

EBITDA 57

EBITDA Terminal Value Banking Marketability 57

Benzinga

MAY 4, 2022

May 04, 2022 (GLOBE NEWSWIRE) -- United Community Banks, Inc. In addition to traditional banking products, Progress offers wealth management and private banking through Progress Financial Services, a division of Progress Bank, with approximately $1.2 GREENVILLE, S.C. and HUNTSVILLE, Ala., million, or $23.52

Banking 40

Banking Book Value Marketability 40

Benzinga

JUNE 22, 2023

Advisors UBS Investment Bank is serving as financial advisor to Conformis, and Hogan Lovells US LLP is serving as its legal counsel. The closing of this transaction is expected by the end of Q3 2023 and is subject to approval by Conformis' stockholders and other customary closing conditions. About restor3d, Inc.

Banking 40

Banking Technology 40

Brian DeChesare

APRIL 5, 2023

The pitch is that you do a mix of high-level “macro” work and occasional “micro” work, such as direct investments, you may get to live in exotic locations and pay less in taxes, and you work much more normal hours than in other finance jobs. Some SWFs operate like long-only asset managers (i.e.,

Equity 59

Equity Start-ups Private Equity Firm Banking 59

Brian DeChesare

AUGUST 10, 2022

With the possible exception of FIG , oil & gas investment banking generates the highest number of panicked emails and questions. But before delving into the exit opportunities and the long-term outlook, let’s start with the fundamentals: Oil & Gas Investment Banking Defined. How do I move around?

Banking 82

Banking EBITDA Dividends Equity 82

Reynolds Holding

OCTOBER 18, 2022

public in consideration for tokens and use the proceeds to develop a network or platform, while touting the tokens as an attractive investment whose value derives from that network or platform. While this paradigm will not fit every cryptoasset, there are many for which a careful evaluation of its basic premise is warranted.

Marketability 56

Marketability Banking Equity Technology 56