The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Saphyre suggests this solution eliminates issues related to failed trades downstream and allows for better real-time collaboration which should support participants in light of the global shifts to a T+1 settlement regime.

Capital 59

Capital Investment Manager Asset Management Trading 59

Lake Country Advisors

FEBRUARY 16, 2024

We’ll walk you through all the important factors to take into account in this in-depth guide to make sure the transaction goes smoothly and successfully. A complete and transparent accounting record provides insight into the business’s success and minimizes uncertainties. What is Selling a Manufacturing Business?

Manufacturing 105

Manufacturing Business Negotiation Sale 105

Sun Acquisitions

SEPTEMBER 14, 2023

Consider seeking the expertise of professionals such as business appraisers, business brokers or investment bankers to determine a realistic valuation range. Build a solid advisory team of attorneys, accountants, and investment bankers specializing in M&A transactions.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Sun Acquisitions

OCTOBER 15, 2024

Clearly defined roles minimize confusion, streamline decision-making, and ensure accountability throughout the negotiation process. Collaborative Culture: Foster a culture of collaboration and open communication within the negotiating team.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

Sun Acquisitions

SEPTEMBER 18, 2023

Seek professional assistance from business appraisers, accountants, or business brokers to determine the fair market value of your company. Consider hiring a business broker, attorney, and accountant who can guide the process. Consider financial performance, market conditions, growth potential, and industry trends.

Sale 59

Sale Business Negotiation Broker 59

Sun Acquisitions

OCTOBER 4, 2023

Assemble a Strong Team Exiting your business is a collaborative endeavor. Surrounding yourself with a competent team of advisors, including lawyers, accountants, and business brokers, can make the process more manageable and efficient. So, embrace the journey and prepare to seize new opportunities beyond your business.

Business 59

Business Broker Negotiation M&A 59

Sun Acquisitions

JUNE 13, 2024

Assemble a team of experienced advisors, such as attorneys, accountants, and business brokers, specializing in mergers and acquisitions. Effective communication and a collaborative approach can create a win-win outcome for both parties.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Sun Acquisitions

SEPTEMBER 3, 2024

Designating a capable integration team led by experienced executives can provide clarity, accountability, and direction throughout the process. Recognizing and addressing cultural differences early on can foster trust, collaboration, and a sense of belonging among employees.

Mergers 59

Mergers Mergers and Acquisitions M&A Collaboration 59

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business 130

Business Negotiation DCF Acquisitions 130

Wall Street Mojo

JANUARY 18, 2024

There are many types of CDs in the market, with some being traditional types, liquid CDs, jumbo types and broker CDs, etc. Certificate of Deposit Explained A certificate of deposit account is a kind of fixed tenure investment instrument offered by banks, credit unions, and brokers working for a financial entity.

Financial Institution 52

Financial Institution Accountant Banking Bank 52

The TRADE

FEBRUARY 23, 2024

The closing auction also continues to be a growing area of focus with closing auctions accounting for approximately 27% of the day’s volume. This is one of the main reasons we continue to see growth in the usage of periodic auctions, with them now accounting for approximately 6% of total volumes.

Trading 64

Trading Accountant Broker Collaboration 64

Sun Acquisitions

SEPTEMBER 30, 2024

Implement initiatives to attract, retain, and develop top talent, foster a culture of collaboration and accountability, and showcase your human capital as a strategic differentiator to prospective buyers.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

AUGUST 22, 2023

Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. The speaker mentions that they trained themselves on accounting principles and gained enough knowledge to analyze these statements effectively.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Sun Acquisitions

AUGUST 19, 2024

Asset-Based Financing: Asset-based financing leverages the value of the target company’s assets, such as inventory, accounts receivable, or intellectual property, to secure funding. By aligning incentives and sharing risks, earn-out agreements can facilitate deal completion in turbulent times.

M&A 59

M&A Finance Finance Economics 59

How2Exit

JULY 3, 2023

Furthermore, Kirk Michie emphasizes the importance of working with entrepreneurs who are willing to collaborate closely with their advisors. This collaborative approach allows for a deeper understanding of the client's goals and aspirations, enabling the advisor to tailor their guidance accordingly.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

SEPTEMBER 16, 2024

Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently. The post Navigating the Exit: A Mid-Market Owner’s Guide to Crafting an Exit Strategy appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Negotiation 59

Negotiation Business Sale Management 59

Growth Business

APRIL 16, 2024

Now in its 14th year, the expo caters to brokers and professionals working in commercial finance. Through our theme of Connecting Minds, Creating the Future, we aim to host a World Expo that inspires people by showcasing the best examples of collaboration, innovation and cooperation from around the world.”

Business 52

Business Sale Finance Finance 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The company made 12 software deals in the past 12 months ending June 30, including three in 2024.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

OCTOBER 9, 2024

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. But sometimes you want to go to the road less trodden, and that’s when you make use of local brokers,” he says. “My

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

JULY 24, 2023

As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business. This is followed by 13% being accounted for by alternatives and 12% by active equity. There are no prescribed measures for any particular asset class at any given time.

Trading 52

Trading Portfolio Management Asset Management Management 52

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Sometimes people don't realize they need a broker. Senior advisors are seasoned professionals with extensive experience in a specific industry.

Sale 52

Sale Business M&A IT 52

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

OCTOBER 19, 2023

360T partners with a broad range of client types globally, including corporates, hedge funds, asset managers and retail brokers, allowing the platform to offer a unique pool of FX liquidity to interact with.

Trading 59

Trading Asset Management Banking Bank 59

Lake Country Advisors

FEBRUARY 6, 2025

Securing confidentiality during a sale is one of a business broker’s most critical roles. Business brokers protect sensitive details, maintain trust between buyers and sellers, and ensure the process runs smoothly. How Brokers Mitigate These Risks Brokers are the linchpin in maintaining confidentiality during a sale.

Broker 72

Broker Sale Business Securities 72

Lake Country Advisors

MARCH 13, 2025

Experienced business brokers play a pivotal role in addressing these complexities. How Business Brokers Ensure Compliance with Legal and Regulatory Requirements Cross-border M&A transactions involve intricate legal and regulatory frameworks that differ significantly from state to state.

Broker 52

Broker M&A Business Negotiation 52

The TRADE

JANUARY 21, 2025

Ninety One has joined Saphyres network of financial institutions, adopting its platform to streamline the onboarding and maintenance of trading relationships with brokers and custodians, as well as manage trading agreements. The synchronisation creates a centralised, up-to-date data source accessible to all authorised parties on the platform.

Broker 52

Broker Financial Institution Trading Investment Manager 52

The TRADE

FEBRUARY 25, 2025

To access end-user cross margining, clients will need to leverage the same dually registered Futures Commission Merchant (FCM) and broker or dealer as registered with the SEC at both CCPs. Our ongoing collaboration with CME Group remains focused on extending cross-margin benefits to more customer accounts and eventually, to other products.

Accountant 64

Accountant Trading Capital Risk Management 64

The TRADE

MAY 16, 2025

Les Vital The offering is supported by introducing broker, Capital Institutional Services (CAPIS) and will allow clients to trade US equities 24 hours a day, five days a week, extending overnight trading opportunities. LiquidityBook is leveraging Blue Ocean ATS to offer its buy-side clients overnight trading access.

Trading 52

Trading Broker Risk Management Sale 52

Lake Country Advisors

MAY 7, 2025

Setting aside time for an internal review and involving reliable advisors, such as a business broker, can pay dividends during buyer negotiations. Enlisting a business broker can help streamline the process by ensuring that only qualified buyers receive access to your sensitive information. What is a due diligence audit?

Business 75

Business Financial Statement Negotiation Broker 75

The TRADE

APRIL 9, 2025

The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally. Our shared culture of collaboration and dedication to our clients make them a natural partner for Guardian.

Insurance 59

Insurance Asset Management Portfolio Investment 59

Lake Country Advisors

APRIL 23, 2025

Many mid-market sellers rely on a skilled business broker to manage critical tasks such as pricing, marketing, and negotiating favorable deals. These brokers often use targeted outreach, robust privacy safeguards, and proven methods to position a company’s unique value. These insights can help you avoid costly missteps.

Broker 66

Broker Business Valuation Sale 66