Boutique investment bank

Technology Holdings Wins Boutique Investment Bank of the Year and M&A Deal of the Year ($100M - $250M) at the 14th Annual International M&A Awards

Retrieved on: 
Tuesday, July 4, 2023

Technology Holdings , a global boutique investment bank with offices in North America, Europe and the Asia-Pacific has been named the Boutique Investment Bank of the Year at the 14th Annual International M&A Awards.

Key Points: 
  • Technology Holdings , a global boutique investment bank with offices in North America, Europe and the Asia-Pacific has been named the Boutique Investment Bank of the Year at the 14th Annual International M&A Awards.
  • The Annual International M&A Awards is run by The M&A Advisor .
  • The ceremony recognizes the leading transactions, restructurings, deal financings, products and services, and firms which impact mergers and acquisitions worldwide.
  • Roger Aguinaldo , Founder and CEO at The M&A Advisor , said: “International M&A Excellence is exemplified by exceptional industry players.

JD Merit Professionals See Promotions after Successful 2021

Retrieved on: 
Thursday, February 24, 2022

Chris Barnes, who joined JD Merit in 2020 as a Director in the Denver office, has also been promoted to Managing Director.

Key Points: 
  • Chris Barnes, who joined JD Merit in 2020 as a Director in the Denver office, has also been promoted to Managing Director.
  • Craig Dickens, CEO of JD Merit, shared his excitement regarding the promotions, saying in an announcement that Sasakura and Barnes are "invaluable contributors...each personifying the attributes that make JD Merit a great place to work".
  • Dickens continued, "promotions came after a year of tremendous growth and recognition for JD Merit, which [Barnes and Sasakura] helped drive".
  • In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, restructuring advisory services, business valuations, and project financing through its subsidiary, JD Merit Securities, member FINRA / SIPC, a full-service Broker-Dealer licensed in 50 states.

JD Merit Advises GlobalTech Plastics on its Sale to Molded Dimensions, a Platform company of Shoreview Industries

Retrieved on: 
Wednesday, February 23, 2022

Specializing in primary verticals Automotive, Healthcare, Aerospace, and Infrastructure, GlobalTech molds complex engineered parts for a variety of customers primarily in regulated industries.

Key Points: 
  • Specializing in primary verticals Automotive, Healthcare, Aerospace, and Infrastructure, GlobalTech molds complex engineered parts for a variety of customers primarily in regulated industries.
  • Craig Dickens, CEO of JD Merit and 20-year veteran of the plastics industry, commented, "We were thrilled to represent GlobalTech and its highly capable team in the sale to Molded Dimensions.
  • GlobalTech proved to be a technology forward plastics company, and the investments in technology, systems and processes solidified them as a leader in the space."
  • After analyzing multiple offers, GlobalTech selected MDI / Shoreview for their cultural fit, growth focus and unique adjacent expertise in the rubber markets.

JD Merit Announces the Addition of Two Senior Investment Banking Professionals in Los Angeles Office

Retrieved on: 
Tuesday, February 22, 2022

Barnes have joined the Company as Vice Chairman and Managing Director, respectively in the company's Los Angeles office.

Key Points: 
  • Barnes have joined the Company as Vice Chairman and Managing Director, respectively in the company's Los Angeles office.
  • "We are thrilled to bring back together these two senior investment banking executives with such great track records of success working together.
  • Prior to joining JD Merit, Mr. Albert was the Head of the Western Region for Deloitte Corporate Finance.
  • In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, restructuring advisory services, business valuations, and project financing through its subsidiary, JD Merit Securities, member FINRA / SIPC, a full-service Broker-Dealer licensed in 50 states.

JD Merit Announces the Addition of Two Senior Investment Banking Professionals in Los Angeles Office

Retrieved on: 
Thursday, February 17, 2022

Barnes have joined the Company as Vice Chairman and Managing Director, respectively in the company's Los Angeles office.

Key Points: 
  • Barnes have joined the Company as Vice Chairman and Managing Director, respectively in the company's Los Angeles office.
  • "We are thrilled to bring back together these two senior investment banking executives with such great track records of success working together.
  • Prior to joining JD Merit, Mr. Albert was the Head of the Western Region for Deloitte Corporate Finance.
  • In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, restructuring advisory services, business valuations, and project financing through its subsidiary, JD Merit Securities, member FINRA / SIPC, a full-service Broker-Dealer licensed in 50 states.

JD Merit Wins M&A Advisor Awards

Retrieved on: 
Thursday, February 17, 2022

SEATTLE, Feb. 17, 2022 /PRNewswire/ --JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor Awards.

Key Points: 
  • SEATTLE, Feb. 17, 2022 /PRNewswire/ --JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor Awards.
  • During this ceremony, JD Merit was presented with the following awards:
    M&A Advisor is the preeminent organization recognizing professional excellence in completing complex and industry significant Mergers and Acquisition.
  • Joseph (JD) Durnford, Chairman of JD Merit, was a featured speaker during the event, and shared his views on deal-making best practices and current M&A trends.
  • In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, restructuring advisory services, business valuations, and project financing through its subsidiary, JD Merit Securities, member FINRA / SIPC, a full-service Broker-Dealer licensed in 50 states.

JD Merit Wins 2021 M&A Advisor Awards

Retrieved on: 
Thursday, February 17, 2022

SEATTLE, Feb. 17, 2022 /PRNewswire-PRWeb/ --JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor Awards.

Key Points: 
  • SEATTLE, Feb. 17, 2022 /PRNewswire-PRWeb/ --JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor Awards.
  • During this ceremony, JD Merit was presented with the following awards:
    M&A Advisor is the preeminent organization recognizing professional excellence in completing complex and industry significant Mergers and Acquisitions.
  • Joseph (JD) Durnford, Chairman of JD Merit, was a featured speaker during the event, and shared his views on deal making best practices and current M&A trends.
  • In addition, JD Merit offers other Investment banking services such as debt and equity capital raises, restructuring advisory services, business valuations, and project financing through its subsidiary, JD Merit Securities, member FINRA / SIPC, a full-service Broker-Dealer licensed in 50 states.

Centurion Invest Closes $2.0 Million CIX Pre-Sale Week Ahead of Schedule

Retrieved on: 
Tuesday, January 18, 2022

Centurion Investment intends to issue a total of 2.4B CIX Tokens with a value of USD 31.4M.

Key Points: 
  • Centurion Investment intends to issue a total of 2.4B CIX Tokens with a value of USD 31.4M.
  • offering a bonus of 20% per token to a small group of early investors during the private round.
  • This transformation was captured by Centurion Investment, the fastest growing platform in its region specialized in trading and investing."
  • Many still see crypto as complicated and tangled, however, what Centurion Investment offers for investors will change minds.

Centurion Invest Closes $2.0 Million CIX Pre-Sale Week Ahead of Schedule

Retrieved on: 
Tuesday, January 18, 2022

Centurion Investment intends to issue a total of 2.4B CIX Tokens with a value of USD 31.4M.

Key Points: 
  • Centurion Investment intends to issue a total of 2.4B CIX Tokens with a value of USD 31.4M.
  • offering a bonus of 20% per token to a small group of early investors during the private round.
  • This transformation was captured by Centurion Investment, the fastest growing platform in its region specialized in trading and investing."
  • Many still see crypto as complicated and tangled, however, what Centurion Investment offers for investors will change minds.

Veteran Investment Banker David Hirschfield Joins Ravinia Capital as Managing Director

Retrieved on: 
Thursday, July 15, 2021

CHICAGO, July 15, 2021 /PRNewswire-PRWeb/ --Ravinia Capital LLC, a boutique investment bank, announced today that veteran investment banker David Hirschfield is joining the firm as Managing Director, effective immediately.

Key Points: 
  • CHICAGO, July 15, 2021 /PRNewswire-PRWeb/ --Ravinia Capital LLC, a boutique investment bank, announced today that veteran investment banker David Hirschfield is joining the firm as Managing Director, effective immediately.
  • Remarking upon his transition to Ravinia Capital, David explains, "the team at Ravinia shares my hands-on, operational approach to business challenges and I am eager to marry up my experience with theirs."
  • Sharing his own thoughts on welcoming Hirschfield to the team, Tom Goldblatt, Managing Partner at Ravinia Capital, adds, "we are excited to bring additional value to our clients through the combination of David's extensive investment banking expertise with our own.
  • Chicago-based Ravinia Capital LLC is a boutique investment bank that offers advisory services tailored towards privately held, middle market clients with revenues between $25 and $500 million.