Trending Articles

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Buy-side becoming more reliant on TCA, with 85% of traders viewing it as an essential tool

The TRADE

Buy-siders are becoming increasingly reliant on transaction cost analysis (TCA) as a key tool for performance optimisation and increased returns, a new Coalition Greenwich study has found. According to the report, around 85% of buy-side equity traders highlighted it as an important part of broker evaluation. Moreover, third-party TCA systems are the most popular choice when it comes to selecting a TCA platform, with 88% of buy-side traders citing this as a preference, underlining the conveni

IT
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Private Company M&A – Pre-Go-To-Market Seller Self-Diligence & Corporate Clean-Up

JD Supra: Mergers

In a prior article, we covered one of the two forms of reverse diligence in private company M&A – specifically, the diligence that a Seller should conduct to vet a bidder before committing to a deal in an LOI or otherwise. This form of reverse diligence consists of the Seller receiving answers to the right questions to ensure that their goals align with the bidder’s priorities and so the Seller can assess the bidder’s financial strength, deal-closing ability and overall suitability as a Buye

M&A
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Finding the Right Meeting Cadence for M&A Integration Teams

Beyond M&A

When you’re working as an external consultancy on M&A integration, one big piece of the puzzle is how many meetings the buy-side team should actually have. A lot of folks on the buy-side are juggling integration on top of their usual workload, which naturally means they’re suddenly in a lot more meetings—like at least a weekly Integration Management Office (IMO) sync, functional workstream meetings, Steering Committees, vendor catch-ups, etc.

M&A
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Goldman Sachs names five stocks with more upside following their latest earnings

CNBC: Investing

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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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Shareholder Activism: Key 2025 Developments

Deal Lawyers

Barclays Shareholder Advisory Group recently published its H1 2025 Review of Shareholder Activism.

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FIX Trading Community publishes updated MMT ahead of upcoming European consolidated tape

The TRADE

The FIX Trading Community has published Market Model Typology (MMT) 5.0, as part of an effort to provide an industry data standard to help firms prepare for the upcoming European consolidated tape. MMT is an industry data standard for classifying trades across European capital markets, and the offering is set to meet the needs of firms such as investment banks and hedge funds by helping them understand the details of published transactions, to maintain transparency in market data.

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Can Michelangelo’s Angel Help You Find Hidden Value in Your Next Tech Investment?

Beyond M&A

When asked about his process, Michelangelo once said: “I saw the angel in the marble and carved until I set him free.” It’s a poetic way to describe what is, at its core, a process of removal, refinement, and revelation. And honestly—it reminds me a lot of tech due diligence. Because sometimes, our job isn’t to spot what’s broken. It’s to chip away the noise and uncover the value that’s already there , just waiting to be seen.

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Activist Carronade spots a hidden gem in Viasat’s business. How the firm may unlock value

CNBC: Investing

The activist investor appreciates Viasat's Defense and Advanced Technologies business, dubbing it a 'crown jewel' that may be due for a spinoff or IPO.

IPO
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Exits slow in 2025, after a post-COVID bounce back

Private Equity Info

Skip to content Solutions Investment Bankers Private Equity Investors Consultants & Advisors Executive Recruiters Business Owners Features Data Pricing Blog Newsletter Login Request a free trial Investment Trends Exits slow in 2025, after a post-COVID bounce back Posted August 12, 2025 by Andy Jones | Private Equity Info Every six months, we take a look at the ratio of private equity investments to exits to evaluate how the market is reacting to macroeconomic trends.

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People Moves Monday: JP Morgan, Citi, Panmure Liberum, and more…

The TRADE

JP Morgan JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas.  The new offering is set to unify the previously separate structuring teams across sales, trading and banking, and address the evolving needs of JP Morgan’s institutional clients.

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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

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[Webinar] M&A Series: Navigating Qualified Opportunity Zones and Qualified Small Business Stock After the OBBB Act - August 13th, 1:00 pm - 1:30 pm EDT

JD Supra: Mergers

Please join Williams Mullen attorneys Jenny Connors and Anna Derewenda as they break down two of the most powerful tax strategies available today - Qualified Opportunity Zones (QOZ) and Qualified Small Business Stock (QSBS) - and how they are being reshaped by the One Big Beautiful Bill Act (OBBB Act).

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Lower Engagement in Hybrid Integration Projects

Beyond M&A

Over the past year, we’ve been talking about how M&A IT integration is changing — and not in the ways many of us expected. In earlier posts, we covered: The plumbing problem is easing — connectivity, standard APIs, and modern cloud platforms make the baseline migration simpler. The complexity is shifting — application dependencies, AI integration, and business logic alignment are now the real headaches.

M&A
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Morgan Stanley is breaking out to record levels. Using options to ride the move higher

CNBC: Investing

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S&P
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How to Sell Your Business | Sell-Side M&A Advisory

PCE

Unlock maximum value. Minimize disruption. Exit on your terms. If you’re wondering how to sell a business or need a step-by-step sell-side M&A process, PCE’s experienced team will guide you from valuation and preparation through buyer negotiations and deal execution.

M&A
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Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

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Tradeweb and Virtu among working group to collaborate with Digital Asset on UST transaction

The TRADE

Digital Asset, in collaboration with a consortium of financial institutions, has successfully completed the first transaction on the Canton Network which allows for real-time, on chain financing of US Treasuries (UST) against USDC. Justin Peterson Among those included in the industry working group which supported the completion of the transaction are Bank of America, Circle, Citadel, Digital Asset, The Depository Trust and Clearing Corporation (DTCC), Cumberland DRW, Hidden Road, Societe Gene

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BBP Holdco v. Brunswick: Delaware Superior Court reinforces M&A fair disclosure standards

JD Supra: Mergers

In BBP Holdco, Inc. v. Brunswick Corporation, decided July 14, the Delaware Superior Court delivered a resounding defense of the “fair disclosure” standard in M&A transactions. Judge Paul R. Wallace’s 45-page decision after an 11-day trial rejected all fraud and breach of contract claims brought by buyers who alleged that the seller failed to adequately disclose the potential scope of European regulatory issues affecting bowling pinsetter products.

M&A
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RWI: Not Just for Large Deals Anymore

Deal Lawyers

It seems the days of RWI being limited to deals of $50 million or more are over. This Woodruff Sawyer blog says that RWI providers are now offering products with features that make sense for smaller deals. Small deals have always faced a structural mismatch with RWI.

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Goldman Sachs double-upgrades this 'best positioned' defense stock

CNBC: Investing

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Enhance Customer Value: Unleash Your Data’s Potential

The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

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Behind Wall Street’s Abrupt Flip on Crypto

The New York Times: Banking

The reversal risks declawing a century of consumer financial protections and replacing the backbone of bank accounts.

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Citi taps Millennium for head of prime finance for JANA and Asia South regions

The TRADE

Citi has named Jig Patel as head of prime finance for Japan, Asia North, Australia (JANA) and Asia South, as part of the firm’s push to develop its prime finance offering in these markets. Jig Patel Patel will be based out of Hong Kong in his new role and is set to support the growth of Citi’s prime finance platform, as well as assume the responsibility for prime product, stock borrow and lending, synthetic prime brokerage, funding trading, in business risk and the oversight of the client exec

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Delaware Supreme Court Erects a “Formidable Obstacle” to Proving Counterparty Aiding and Abetting Liability in Merger Transactions

JD Supra: Mergers

The In re Columbia Pipeline Group Merger Litigation decision clarifies that a buyer may not be found liable for aiding and abetting a seller-side breach of fiduciary duty unless the buyer had actual knowledge—not merely constructive knowledge—of both the seller-side fiduciary breach and the wrongfulness of the buyer’s own conduct.

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Hot Deal Summer: Why the Heat on Wall Street Matters for Lower Middle Market Sellers

Align Business Advisory Services

Summer is often the season for out-of-office replies, empty corner offices, and deal teams sneaking in some time at the beach. Not this year. This August, Wall Street is setting records instead of vacation plans, as highlighted in an article published this week in the Wall Street Journal. According to LSEG, last week was the. Read More » The post Hot Deal Summer: Why the Heat on Wall Street Matters for Lower Middle Market Sellers appeared first on Align BA.

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Deliver Mission Critical Insights in Real Time with Data & Analytics

In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

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What one investor is doing now that stock valuations are at their historical highs

CNBC: Investing

The S&P 500's forward multiple sits at the high end of its 20 year historic range. Megacap tech stocks represent the bulk of the earnings growth.

S&P
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How Cryptocurrency Could Be Coming for Your Bank Account

The New York Times: Banking

We explain the benefits and the risks.

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Panmure Liberum taps Singer Capital Markets for new equity trader

The TRADE

UK investment bank Panmure Liberum has appointed James Bastick as a director, equity trader. London-based Bastick joins the firm from Singer Capital Markets, where he served as a UK equities market maker from January to July 2025. Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.

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Beyond the Balance Sheet: The Continued Importance of Cybersecurity in M&A

JD Supra: Mergers

In our August 1 post, we discussed how companies that acquire government contractors can inherit the False Claims Act (“FCA”) exposure based on their targets’ cybersecurity violations. Now, the Department of Justice (“DOJ”) delivered another vivid real-world example: a $1.75 million settlement in which a private equity (“PE”) firm, Gallant Capital Partners LLC, was named jointly and severally liable for its portfolio company’s cybersecurity violations on a U.S.

M&A
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Using Data & Analytics for Improving Healthcare Innovation and Outcomes

In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

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Form 8.5 (EPT/RI) - Greencore Group Plc

Global Newswire by Notified: M&A

FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule.

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Wall Street goes full risk-on mode after favorable inflation report. But something is off with this latest runup

CNBC: Investing

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S&P
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Trump Seeks to Sell Fannie Mae and Freddie Mac Shares to Public Investors

The New York Times: Banking

More than a decade after the government bailed out the mortgage giants, the Trump administration is looking for a partial stock-market exit.

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Former Peel Hunt electronic trading head joins Berenberg to bolster algorithmic offering

The TRADE

Berenberg has made two strategic hires to its algorithmic and program trading teams, as part of the firm’s push to bolster its product portfolio and drive institutional growth.    Nishad Vallonthaiel and Jason Rand As part of the expansion, the firm has appointed Nishad Vallonthaiel as head of liquidity solutions.    In his new role, Vallonthaiel is set to help the firm enhance its algorithmic trading capabilities and joins the firm from Peel Hunt, where he had served as head of electronic and p

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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?