Tag Archives: mergers

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What’s In a Name? Lessons Learned From a Merger

Originally published in Medium By Patrick Crocker Investment bankers are typically thought of as numbers people; we’re not branding experts, we’re not ‘touchy feely’. However, merging…

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A Special Club

Originally published in Financial Advisor By Mark Hurley One of the nuttier recent developments in the wealth management industry has been the emergence of a…

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Middle-market investment banking goes Goldman

Originally published by CNBC By Mike McGill The middle-market investment banks serving a great swath of the American economy are coping with change on at least…