Peak Frameworks

JUNE 5, 2023

For instance, the US economy saw a sustained expansion from the end of the Great Recession in 2009 until the onset of COVID-19 in 2020. Such a conducive environment frequently spurs significant investment opportunities and robust financial activity. GDP decreases, unemployment rates rise, and consumer spending slows.

Business 52

Business Economics Investment Investors 52

The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Mark Burgess joined commodities specialist Marex as equities trader following a 14-year stint at Winterflood Securities.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Tyton Partners

NOVEMBER 28, 2023

We invest in and actively support visionary leaders who drive companies that uplift the lower-to-middle-income consumer classes in these burgeoning markets. Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board.

Capital 59

Capital Funds Investment Portfolio 59

Solganick & Co.

DECEMBER 21, 2023

Leading cloud providers like AWS, Azure, and Google Cloud Platform are actively backing their channel partners through strategic investments and acquisitions. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. Here, we list active CVCs in the UK, what they look for and how much they invest. It invests across seed to Series A stages.

Corporation 52

Corporation Capital Investment Media 52

Growth Business

SEPTEMBER 13, 2023

By Rory Bennett on Growth Business - Your gateway to entrepreneurial success On the face of it, Britain’s venture capital firms have never been more ready to invest in your start-up. billion worth of investment. Capital invested by venture capital trusts increased by 8 per cent last year to £664 million. Contact: www.7pc.vc/contact

Capital 52

Capital Business Funds Investment 52

Solganick & Co.

DECEMBER 2, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

M&A 40

M&A Consulting Mergers Investment Banking 40

The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

Trading 52

Trading Asset Management Equities Management 52

Solganick & Co.

JANUARY 22, 2025

Recognize (PE firm), through its portfolio company, Blue Mantus , has acquired SME Solutions and Colligio. Solganick is an AI and data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Pomeroy Technologies acquired Soroc Technology.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

Wall Street Mojo

JANUARY 15, 2024

Collateralized debt obligation (CDO) is a Structured product used by banks to unburden themselves of risk, and this is done by pooling all debt assets (including loans, corporate bonds, and mortgages) to form an investable instrument (slices/trances) which are then sold to investors ready to assume the underlying risk. read more , etc.

Debt 52

Debt Banking Bank Investors 52

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions. Solganick & Co.

M&A 52

M&A Consulting IT Acquisitions 52

Solganick & Co.

APRIL 24, 2024

Solganick is a data-driven investment bank that specializes in IT services and software companies and has advised on multiple M&A transactions within the covered sector verticals. Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. These points go back to the flawed concept of “ investment banking certifications.”

CFA 59

CFA Investment Banking Bank Banking 59

InvestmentBank.com

MAY 26, 2021

EQUITY Prior to the advent of COVID-19, equity markets were poised to extend a decade-long surge that saw a 270% increase in the number of private equity deals between the low point of 2009 through 2019 [2]. Meanwhile, fundraisers suffered a significant reduction in new investments — on pace for the lowest annualized amount since 2015.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment 59

Investment Portfolio S&P Trading 59

The TRADE

APRIL 28, 2025

Columbia Threadneedle Columbia Threadneedle Investments has welcomed Francesca Mace Wilson to the EMEA equity trading desk. The move sees her leaving her role as senior investment control analyst at Capital Group, which she had held since October 2022.

Securities 52

Securities Sale Equities Trading 52