The TRADE

DECEMBER 14, 2023

In the same period, international accounted for $332 million in Q3 up from $311 in Q3 2022. billion in total portfolio trading volume in Q3 2023, up 11.1% Fellow fixed income titans MarketAxess and Bloomberg have also seen the same year on year growth. billion from the same period in the year prior.

Portfolio

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank

Razorpay

NOVEMBER 30, 2023

Government regulations and the financial industry embracing modern technologies such as electronic Know Your Customer (e-KYC), video verification (KYC), Internet of Things (IoT), artificial intelligence (AI), digital signatures, and account aggregation systems have built a strong foundation for the future of digital-native financial services.

Accountant

Software Equity Group

AUGUST 20, 2024

Founded in 2015, Valsoft has been among the most active strategic buyers of software, making 28 deals in 2023 alone. a provider of practice management software for dental professionals in Canada; the March 2024 purchase for $15 million enterprise value (EV) of TDO Software Inc., The company made 15 acquisitions in 2023.

Investment

Growth Business

MAY 23, 2023

per cent of total economic output, and, according to Deloitte , the UK’s particular strengths include wealthtech (including PFM and cryptocurrencies) and payment technology, which account for more than 50 per cent of all firms. These include accounting, finance, tax, forecasting, cash management, risk management and strategic planning.

Engineering

CNBC: Investing

JULY 1, 2025

Looking at the yearly change in EPS, the rich valuation can be overlooked in this momentum stock for now: 2023: +219% 2024: +148% 2025 expected: +44.8% In our faster money "Active Opps" account, we hold a 5.23% allocation. 2026 expected: 24.9% In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5%

IT

Software Equity Group

MARCH 26, 2024

Main Capital Partners Founded in 2003, Main Capital Partners has been among the most active private equity firms in the software space, making 10 SaaS deals in 2023 alone. The firm employs 99 professionals to manage an active portfolio of 44 companies with an AUM of $35B and a $125M median valuation.

Private Equity

Wall Street Mojo

FEBRUARY 9, 2024

While offsetting a static portfolio, traders or portfolio managers need not rebalance or reset the portfolio to accommodate the changes registered due to market volatility. In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions.

Portfolio

Viking Mergers & Acquisitions

APRIL 17, 2023

Using that, along with feedback from their accountant, they can estimate the net results from a future sale. Understanding that and incorporating risk management into their strategic plan will help mitigate future threats.” Jimmy also urges buyers to take a long-term view rather than solely focus on the present environment.

Mergers and Acquisitions

Solganick & Co.

NOVEMBER 15, 2023

November 15, 2023 Understanding and Unraveling the Difference: EBITDA and Adjusted EBITDA in Mergers and Acquisitions In the context of mergers and acquisitions, EBITDA and Adjusted EBITDA play a pivotal role in assessing the value and potential synergies of the target company.

Financial Analysis

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. He built JML into a custom optical solutions provider over the course of 12 years, and in January 2023 oversaw the company’s purchase by Thorlabs, Inc.

M&A

Wall Street Mojo

JANUARY 15, 2024

Example #2 In May 2023, Aurelian Ohayon, a famous crypto analyst, was standing firm, predicting a bull run for Bitcoin. Traders can uplift their knowledge and risk management tactics. Offer insights regarding optimal stop loss levels and placement. What are the limitations of using the Chande Kroll Stop?

S&P

Focus Investment Banking

APRIL 2, 2025

I actually lead the sustainability practice here at Caliber Collision, which also includes risk management. And of course most people scope three emissions, when you are the size that we are, account for the majority of your emissions. Sustainability is just really good risk management.

M&A

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. New rules have impacted almost every financial firm, ranging from banks to asset managers.

Financial Institution

The TRADE

JANUARY 11, 2024

Historically, the majority of traders have typically been either accounting and finance or economics majors. More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers.” No longer are traders solely required to arrive, learn and sit still.

Trading