Axial

MAY 18, 2023

Your options include: Hiring a professional investment bank. Qualified investment banks have extensive experience building these materials. Ask them for samples so you can get familiar with their work; some banks might be a better fit for your business and style than others. Hire an M&A consultant.

Consulting 52

Consulting Consultants Legal Banks 52

JMI Equity

DECEMBER 11, 2024

IKONA Partners, a San Francisco -based technology-focused boutique investment bank, acted as the exclusive financial advisor to SmartPass and Reach Capital in this transaction. Goodwin Procter LLP acted as legal advisor to Raptor. For more information about this acquisition and Raptor’s solutions, visit www.raptortech.com.

Boutique Investment Banks 40

Boutique Investment Banks Education Consulting Consultants 40

The Big Picture

APRIL 18, 2023

It’s not just power generation from those sources, but it’s companies that are involved in consulting, in utility services, in companies that make components that are helping electrify the economy, in electric vehicles or in HVAC systems. BARATTA: They had bought a bunch of educational publishing assets, including U.S.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. It’s mostly institutional investors who are advised by third-party brokers — RITHOLTZ: Consultants. MIELLE: –or consultants. I worked really hard. I was born white.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Your parent may work there.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. They’ve got, they’ve got now financial wellness, financial education.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

The Big Picture

APRIL 25, 2023

And so, I started to see, you know, what he’s done with his law school education. Chuck went on to be general counsel for a small firm like Fidelity Investments — RITHOLTZ: Heard of them, heard of them. HAMBURGER: So, I came up with this consulting concept and I pitched it to the firm’s partnership.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. And so, it was a wonderful life and during COVID in the banking sector. RITHOLTZ: Right. Previously, they were brokerage firms. RITHOLTZ: Right. So, you start with the bankers.

Banks 81

Banks Debt Financing Finance 81

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 Consulting Consultants 59

The Big Picture

SEPTEMBER 26, 2023

The investment banks were stuck with syndications that they had committed to, to place in the markets with price caps on the, on the coupons. I, I think that that’s very important because I always took the early part of my career as education or an opportunity for education as much as it was employment.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. To me, the core mission of universities should be educating the students who go through — RITHOLTZ: One would think. If you were just paying for education, it should be one-tenth of that. RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Big Picture

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. We were consulted on the recapitalization of Freddie Mac and Fannie Mae. It’s great to be here.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Insight Partners

DECEMBER 17, 2024

User-in-the-loop: Developers working closely with users across the full agentic lifecycle For Agents to move beyond experiments, developers are taking a consultative approach to iterating with users on design, deployment, and scaling in production environments. We share two key learnings and design tradeoffs from our conversations below: 1.

Startups 116

Startups Consulting Consultants Leveraging 116

The Big Picture

DECEMBER 10, 2024

Much more involved than a consulting firm. They are experts at digital transformation across a wide variety of sectors in the investing world. And they’re not, again, they’re not just consultants. He was running the h and q investment bank, and then Roger was my next door neighbor and very good friends with Jim.

Consulting 52

Consulting Consultants Private Equity Firms Private Equity Firms 52

The Big Picture

AUGUST 23, 2022

And my very first experience was actually before I joined Salomon Brothers, I had another job at the Boston Consulting Group. I didn’t want to be a consultant. I want to be investing in this privatization in Eastern Europe. And there’s a certain feeling that you get if you make 10 times your money.

Legal 128

Legal Banks Law Firms Taxes 128

The Big Picture

JANUARY 14, 2025

So I I, I started off in that, but I mainly learned that I didn’t really wanna do investment banking because it didn’t hit on my core skillset, which was like engineering back down quantitative techniques and tools. It was accounting, investment banking and consulting. And that’s what I did.

Hedge Funds 59

Hedge Funds Funds Financing Finance 59