The Big Picture

JULY 26, 2022

I really didn’t know the difference between private equity or consulting, or anything. Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. We hired a consulting and coaching firm for our whole organization.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. For those of you who are new to my blog, my name is Sara. And that’s it.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Robert will be on the “for” team. JR will be on the “against” team.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. And that’s enough time to get to know a space, and to get to know a sector, and to get to know a company and decide if you want to make an investment or not. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So have we now gotten to the point where this sort of silliness is over, or are the venture capitalists and investment banks that bring these companies public, are they still playing that game? DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Finance Financing Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59