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Firm Update: June 2024

Welcome to our June Broker – Dealer newsletter! First, we will share some thoughts on collaboration best practices on our platform. Then, we will provide

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Firm Update: May 2024

Welcome to our May Broker – Dealer newsletter! Below, I would like to share some thoughts on the “Virtual Family Office,” the hot new approach

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Firm Update: October 2023

Welcome to our October Broker-Dealer Newsletter. Below, I would like to share a few thoughts on deal referral marketing. Then, Michelle Mueller will provide compliance updates,

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Firm Update: September 2023

Welcome to our September Broker-Dealer Newsletter. Below I would like to introduce GT Investment Management, our new RIA. Then, Michelle Mueller will provide compliance updates,

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Firm Update: August 2023

Welcome to our August Broker-Dealer Newsletter. I share some updated thoughts as to deal best practices in this August 2023 market environment. Then, Michelle Mueller

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Firm Update: July 2023

Welcome to our July Broker-Dealer Newsletter. For July, I share some thoughts as to 2023 year-to-date results along with the deal outlook for the remainder

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Firm Update: June 2023

Welcome to our June Broker-Dealer Newsletter.  This month, I will share some thoughts on how boutique investment bankers can leverage AI technologies to enhance their

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Firm Update: May 2023

Welcome to our May Broker-Dealer Newsletter.  This month, I will share some current data points on banker transaction fee ranges. Then, Michelle Mueller will provide

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Firm Update: March 2023

Welcome to our March Newsletter. In this month’s newsletter, I will share some thoughts both as to the evolving world of government interevention and “industrial

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Firm Update: December 2022

Welcome to our December Broker-Dealer Newsletter. Welcome to December! Let’s all spend great time with family and friends this month and take advantage of improving deal market

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Firm Update: July 2022

Welcome to our July Newsletter. In this month’s edition, I will offer some thoughts on utilizing research as a business development tool, especially in these

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Firm Update: June 2022

Welcome to our June Newsletter. Below find some thoughts on what differentiates “Best-in-Class” bankers, and then Michelle Mueller will share compliance updates and Zaya Bold

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Firm Update: May 2022

Welcome to our May Newsletter. Below find some observations and data points on transaction fees, and then Michelle Mueller will share compliance updates and Zaya

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