2023 marked a historic year in energy sector dealmaking, witnessing transactions worth an astonishing $192 billion. This figure represents a tripling of the deal value...
In our previous posts, we've delved into how being part of a dealmaking network significantly enhances your business opportunities, whether you're an independent...
Starting your own broker-dealer (BD) or joining an established one can be a viable option for investment banking managing directors' large books of business. A primary...
Securing deals demands substantial execution work, diverting crucial time from deal origination and slowing firm's growth. The key question arises: how can we redirect...
The world of decentralized technology has seen remarkable advancements in recent years, disrupting traditional industries and opening up new possibilities....
As 2024 unfolds, the M&A market in the U.S. presents a landscape brimming with both challenges and opportunities. For investment bankers and CEOs of boutique firms,...
Blockchain was first introduced over a decade ago and there has been quite a bit of buzz with this technology! It has become a game-changing innovation that serves many...
Entrepreneurial boutique investment bankers in the lower middle markets face the challenge of a fragmented space that hinders their ability to source and execute on...
Over time, the financial industry’s atomization has led to increased competition and complexity in the sector, posing challenges for small financial entities in terms...
In a strong show of leadership, Finalis Securities, LLC submitted a public comment in response to FINRA’s Regulatory Notice 25-04, which solicits industry feedback on a...