The TRADE

NOVEMBER 28, 2023

Former director at Cboe Global Markets has left the exchange operator after less than two years to re-join agency only broker-dealer Matrix Executions. He re-joins the agency only broker-dealer after also previously serving as a director for almost three years from 2019 to 2022.

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Broker Media Trading Sale 64

The TRADE

DECEMBER 4, 2023

Prior to joining Kepler in 2019 she spent two years at Mirabaud Securities as a senior execution advisor, also serving under Rand prior to his move to Berenberg. Previously in her career, she spent three and a half years as a cash equity broker at Tullett Prebon.

Electronics 64

Electronics Trading Sale Broker 64

The TRADE

DECEMBER 4, 2023

Former director at Cboe Global Markets, Michael Sparacino, has left the exchange operator after less than two years to re-join agency only broker-dealer Matrix Executions. He re-joined the agency only broker-dealer after also previously serving as a director for almost three years from 2019 to 2022.

Capital Market 64

Capital Market Broker Asset Management Trading 64

Sica Fletcher

AUGUST 18, 2020

This blog post analyzes the significance of the statistics included in our ,, Second Quarter 2020 Sica Fletcher Agency & Broker Buyer Index. Of course, this data does not represent all M&A transactions for insurance brokers because many transactions simply go unannounced and unrecorded. million from $4.7

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M&A Insurance S&P Broker 52

Sica Fletcher

MAY 8, 2020

For owners and executives of private insurance brokers, Brown & Brown's first quarter earnings call provides a treasure trove of information. insurance brokers. billion in 2019, here’s the breakdown: 4. Free Cash Flow Machine In 2019 for every $100 of revenue, BRO generated $26 of free cash flow, which means with $2.3

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Insurance Retail Debt Broker 52

The TRADE

NOVEMBER 3, 2023

For example, 53% believe it could answer the problem of lack of familiarity with local markets, highlighting gaining local market insights (44%) and understanding market structure nuances (44%) as among the main concerns.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

JANUARY 22, 2024

O’Driscoll was promoted to the role after serving in a block sales and trading role at the firm since 2019. Before that, O’Driscoll spent just over a year in a junior broker role at the firm. Prior to joining Liquidnet, she spent 5 years at London Stone Securities, most recently serving as an equity sales trader.

Trading 69

Trading Sale Investment Manager Broker 69

The TRADE

DECEMBER 11, 2023

Prior to joining Kepler in 2019 she spent two years at Mirabaud Securities as a senior execution advisor, also serving under Rand prior to his move to Berenberg. Previously in her career, she spent three and a half years as a cash equity broker at Tullett Prebon. She began her career at Newedge in a cash equity trading and sales role.

Trading 64

Trading Sale Electronics Financial Institution 64

The TRADE

OCTOBER 18, 2024

Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% The bank also highlights to us how “as a global multi-asset class prime broker, we are structured to deliver the widest range of services regardless of strategy type or product complexity”. in April 2023, to 92% in 2024.

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Broker Funds Bank Bulge Bracket 69

Sica Fletcher

JULY 1, 2020

As described by Prequin, the foremost provider of data, analytics, and insights to the alternative asset community: In 2019, 1,316 private equity funds closed, securing $595 billion. PE-backed deal flow declined somewhat in 2019. trillion as of December 2019, a record high. Dry powder reached $1.4 in the US.

Private Equity 52

Private Equity Insurance Debt Equities 52

Razorpay

SEPTEMBER 16, 2024

The industry’s growth has been remarkable—while it took five decades to accumulate assets under management (AUM) of Rs 10 lakh crore by 2013, the following six years saw this figure more than double, reaching Rs 23 lakh crore by 2019. Fast forward to August 2024, and the AUM has now surged to an impressive Rs 66.70

Investment 52

Investment Funds Accountant Investors 52

The TRADE

JUNE 16, 2025

The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November. In the US, Finn Maloney is set to join Redburn Atlantic’s US execution team to help with the ongoing build out of its US electronic offering.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

The TRADE

AUGUST 7, 2023

He took up his role as chief executive officer of the institutional clients group in 2019 after previously serving in the bank’s markets and securities services business. One of BCS Global Markets’ prime services sales leads, Grigoriy Kozin, left the investment bank to join boutique merging markets broker and investment bank BancTrust.

IT 52

IT Investment Banking Boutique Equities 52

The TRADE

FEBRUARY 23, 2024

In our latest Liquidity Landscape report, we highlighted that Q4 2023 saw the lowest ‘on exchange’ notional traded vs. any fourth quarter since 2019, and with only a modest increase on Q3. We’re seeing an increasing need for engagement around the process of finding liquidity and executing those orders.

Trading 64

Trading Accountant Broker Collaboration 64

Cooley M&A

DECEMBER 3, 2019

We are also seeing an increase in “no seller indemnity deals”, which Aon estimates to have increased from 12% to 26% of all R&W insurance deals from 2016 to 2018 and, if our experience this year is consistent with that of the broader market, we think those numbers will be even higher for 2019. Michael Coburn. Caitlin Gibson. [1]

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

The TRADE

JULY 10, 2023

The UK Government announced that it has accepted Kent’s review which also sets the path for potentially removing the unbundling rules – an inherited EU law that requires brokers to charge a separate fee for research.

Government 40

Government IT Investment Broker 40

The TRADE

AUGUST 1, 2023

The bank made a renewed push into the emerging markets space in 2018 in the midst of the retreat of several other banking players from the space and the inclusion of Saudi Arabia on the MSCI index in 2019. “We We saw an opportunity where the market landscape had shifted around 2018,” adds Nielson.

Equities 52

Equities Trading Electronics Sale 52

Peak Frameworks

SEPTEMBER 19, 2023

Through banks and brokers: Institutions often have their own allotments of T-Bills and can facilitate purchases for individual investors. A prime example is the 2019 inversion of the U.S. Historical Performance and Yield Trends Examining the historical performance of T-Bills, they have often reacted predictably to economic events.

IT 52

IT Government Economics Investors 52

Sun Acquisitions

AUGUST 2, 2024

Case Studies: Successful M&A in Enhancing Customer Retention To illustrate the impact of M&A on enhancing customer retention, let’s explore a few notable case studies: Case Study 1: IBM and Red Hat In 2019, IBM acquired Red Hat, a leading provider of enterprise open-source software solutions.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

How2Exit

APRIL 9, 2023

In 2019, they saw the rise of big media companies entering the space, such as CNN and the New York Times. This is in contrast to many other M&A brokers who try to "harass" the seller into a deal. Their success was due to their focus on providing high-quality product reviews and product guides.

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M&A Media Mergers and Acquisitions Business 130

The TRADE

OCTOBER 9, 2024

He moved to the buy-side in 2019 for a change of pace, looking to be more holistic in his approach to execution. “The Given the liquidity landscape can often be more sparse or difficult to navigate, the use of local brokers alongside the bulge brackets is something Willis thinks is essential to minimise market footprint.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. Bluebell Capital Partners It was in 2019 that Papanichola found Bluebell Capital Partners, a start-up hedge fund focused on activist investment tucked away in the back streets behind Sloane Square.

Trading 59

Trading Capital Funds Investment 59

The TRADE

MARCH 27, 2024

Our functionality relies on dealer support for the liquidity to happen on the platform and dealer support really started to grow at the end of 2019,” Tradeweb’s head of European interest rate derivatives, Angus McDiarmid tells The TRADE. “It’s It’s a growing interest for us on the euro govey side.

Trading 64

Trading Electronics IT Investment Manager 64

The TRADE

JULY 17, 2024

Jenkins has been on the RLAM trading desk since 2019, joining from abrdn – formerly Aberdeen Standard Investments – where he had been a senior derivatives trader. The more we can build in house with people like Jennifer leading the way, the less reliant we are on broker provided data,” says senior RLAM equity trader Chris Hughes.

Asset Management 52

Asset Management Management Trading Equities 52

The TRADE

AUGUST 7, 2024

Hantman tells The TRADE: “Between 2017-2019, especially in the UK and Europe, there was a lot of pressure for traders to justify their worth, especially considering things like Mifid II unbundling. One respondent specifically commented that “outsourced providers act as an extension to the trading desk and understand our trading goals”.

Trading 59

Trading Management IT Investment Manager 59

The TRADE

JULY 30, 2024

The US market is undeniably ahead of Europe in its adoption of active ETFs thanks to the Securities and Exchange Commission’s (SEC) relaxation of its regulation in 2019, which resulted in more discretion in ETFs. And for me that means that every asset manager is going to need to have a clear strategy of how they’re going to respond.”

Retail 64

Retail Trading Investors Management 64

The TRADE

DECEMBER 21, 2023

Jefferies explained to us that it was seeing 25% of new launch managers looking to outsource in 2019 versus almost 80% in 2022. For a truly balanced view of the space, we must remember that there is an entire population of the fund management industry at the top end of the pyramid who don’t – and may never – use the service.

Trading 64

Trading Management Asset Management Funds 64

OfficeHours

AUGUST 26, 2023

Date: Thursday, August 31st Time: 12:00 pm ET Joe McIlhattan joined Periscope Equity in 2019 and is a Vice President. Join us as Joe McIlhattan, VP and Harry Waddoups, Associate discuss how they work together to find success in MM Private Equity. Yes, I’m interested!

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

Sica Fletcher

APRIL 16, 2020

Many clients have asked us our views about how the COVID-19 pandemic will affect the insurance brokerage industry broadly and the M&A and strategic market for brokers in particular. As much as we would like, we don’t have a crystal ball and, of course, the answer to a great extent is “it depends.”

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Insurance Business IT Economics 52

Growth Business

AUGUST 22, 2023

4 – Hopin Value: $7.75bn Founded: 2019 What do they do? The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. Employees make up its largest shareholder group and in March 2022, the group acquired Italy’s largest insurance broker, Assiteca. #8

Insurance 52

Insurance Bank Banking Funds 52

Sica Fletcher

FEBRUARY 9, 2021

As we have reported throughout the year, the M&A market for insurance brokers remained at peak, pre-pandemic levels despite all of the public health, political, social, and economic dislocations. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019.

Capital 52

Capital IT Economics Insurance 52

The TRADE

FEBRUARY 20, 2025

Prime of prime broker 26 Degrees Global Markets is set to launch extended trading hours for US equity and ETF contracts for difference (CFDs). Gavin White The development will see trading hours go from the existing six and a half hours per trading day, to 16 hours.

Equities 64

Equities Trading Broker Collaboration 64

Sun Acquisitions

MARCH 18, 2025

Their active involvement in local community organizations, including the Rotary Club and Chamber of Commerce, has earned them accolades such as the 2019 Dixon Main Street and Chamber of Commerce Business of the Year and the 2023 Sycamore Chamber of Commerce Spirit of Small Business Award, highlighting their dedication to service and excellence.

Acquisitions 62

Acquisitions Sale Mergers and Acquisitions Consulting 62

How2Exit

JANUARY 13, 2025

In 2019, alongside his partner, he launched DealGen Partners to focus on originating acquisition opportunities in the middle-market for private equity investors. With a career path that started unexpectedly in college through managing Facebook posts for a PR firm, Brian built and exited his first business right after graduation.

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Middle Market Acquisitions Private Equity Equities 130