OfficeHours

JUNE 6, 2023

Deal sourcing typically involves the “softer” skills, and this includes maintaining relationships with investment bankers, brokers, industry professionals, and other intermediaries who can provide leads on potential opportunities. You can also check our various course curriculums for different careers (i.e. and how our process works.

Private Equity 147

Private Equity Equities Debt Investment 147

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Let's say you are older and want to downgrade, just like your home.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

The TRADE

DECEMBER 5, 2023

FlexTrade Systems and BTON Financial have delivered a new integration which provides users of FlexTRADER EMS access to AI-driven broker selection suggestions to help improve best execution performance. “We think this is brilliant news for all concerned.

Trading 72

Trading Broker Portfolio Management Collaboration 72

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Accountant Portfolio 59

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Griffin left Kepler in May after over eight years with the broker dealer. He joins as head of execution sales and microstructure.

Bank 64

Bank Banking Sale Broker 64

The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading 59

Trading Capital Broker Portfolio Management 59

The TRADE

OCTOBER 10, 2024

Our mission is to optimise the transaction chain, provide comprehensive insights into trading processes and order flows within financial markets, and ensure accountability in order execution. These components are the backbone of the PGGM trading analytics desk. How can TCA use be further optimised/automated on the trading desk?

Trading 59

Trading Portfolio Management Portfolio Management 59

The TRADE

JANUARY 24, 2024

In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As Typically, as volatility increases, liquidity decreases, resulting in an increase in impact. Most algos are based on a schedule and that schedule can be interrupted by events.

Trading 128

Trading Electronics Broker Portfolio Management 128

Sica Fletcher

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. As you can see from the chart below, four of the twelve leading brokers in the SF Index (Assured Partners, Alera Group, NFP Corp. What is generally less understood is the impact of the pandemic on the debt markets.

Debt 52

Debt Insurance M&A Broker 52

How2Exit

OCTOBER 2, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. By building direct relationships with founders, SaaS Group can bypass competitive broker processes and establish a more personal connection. These are the main channels."

Acquisitions 130

Acquisitions M&A Profitability Engineering 130

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Prior to this, he worked in an execution sales and account management role at Société Générale, and before that was VP of sales trading at Merril Lynch.

Sale 64

Sale Management Trading Equities 64

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. Interest rate swap accounting is often used for speculation and has also been attracting fixed income groups because it shows the expectation of the market regarding interest rates. A huge tool for fixed-income investors.

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

Francine Way

JULY 8, 2017

Most companies, especially those with $20 million or more in sales, will engage an investment banker or professional advisor to manage the sale process (smaller companies will typically engage a broker-dealer). In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. Trust Accounts. That being said, brokerage owners need to consider a.) Fiduciary Compliance.

Insurance 52

Insurance M&A Advisory Funds 52

Sun Acquisitions

MAY 24, 2024

During the due diligence process, acquirers must scrutinize not only the target company’s existing IP portfolio but also assess its risks and opportunities. Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

The TRADE

NOVEMBER 2, 2023

We were frequently approached by the top four accountancy firms who spoke about amazing opportunities, but I quickly realised this wasn’t the path for me. As mentioned, regulation has redefined bank balance sheets and we’ve consequently witnessed a change in the composition of the traditional broker-dealer community.

Trading 64

Trading Portfolio Electronics Banking 64

Sun Acquisitions

SEPTEMBER 16, 2024

A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers. Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently.

Negotiation 59

Negotiation Business Sale Initial Public Offering 59

Sun Acquisitions

MARCH 27, 2024

The Rising Relevance of Sustainability and ESG in M&A: Several factors contribute to the growing significance of sustainability and ESG in M&A deals: Investor and Stakeholder Pressure: Investors and stakeholders are increasingly demanding transparency and accountability from companies when it comes to ESG matters.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

Sun Acquisitions

FEBRUARY 14, 2024

Diversification: Diversifying your business portfolio can be a prudent goal. Asset-Based Financing: Asset-based financing leverages your company’s assets, such as accounts receivable or inventory, as collateral to secure a loan. These strategies can provide the financial firepower needed to fuel growth.

Acquisitions 59

Acquisitions Business Debt Finance 59

The TRADE

JULY 30, 2024

In Europe, ETFs accounted for $782.9 Within Europe, disclosure on portfolio holdings is still required on a daily basis, and has previously stifled adoption in the region. All that being said, active is a small part of the European ETF industry, accounting for approximately 2% of AUM according to ETFGI as of April 2024.”

Retail 64

Retail Trading Investors Management 64

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Interesting, lucrative, fun but highly unconventional,” he says.

Trading 59

Trading Capital Funds Investment 59

The TRADE

OCTOBER 24, 2023

Clients running active accounts in the EU could apply from March of this year with the clearinghouse confirming that the move was aimed at reducing reliance on CCPs outside of the EU in line with regulatory objectives.

Trading 59

Trading Risk Management Equities Management 59

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” Often we won’t commit orders fully to a broker.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Account-Based. However, an account-based transaction may be more common in the case of a regional buyer seeking to secure dominance in a local market.

M&A 52

M&A Insurance Valuation Advisory 52

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. As of March, roughly a quarter of that AUM is accounted for by active fixed income instruments and another quarter for its passive business.

Trading 52

Trading Portfolio Management Asset Management Management 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. Outside of the U.S., the 167-year-old Swiss bank, Credit Suisse, also suffered a crisis of confidence.

Banking 52

Banking Bank Investment Economics 52

The TRADE

MARCH 27, 2024

Traders can use request for quote or request for market protocols and can upload Ibor portfolios into Tradeweb’s list trading mechanism for conversion into risk free rates. At Tradeweb, around 67-68% of volume on its emerging markets platform was accounted for by RFM in Q4 of last year. “For The result: a boom in RFM.

Trading 64

Trading Electronics IT Investment Manager 64

How2Exit

AUGUST 28, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Prospective service providers must fill out an application and undergo a face-to-face interview to assess their background, experience, and client portfolio.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 64

Trading Management Asset Management Funds 64

OfficeHours

AUGUST 26, 2023

He is responsible for identifying and executing new portfolio company transactions as well as supporting existing portfolio companies. At Periscope, he supports the Praecipio and Uprise Health portfolio companies, where he works directly with Joe. Yes, I’m interested!

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

Lake Country Advisors

JANUARY 16, 2025

Investing in a business broker tailored to niche industries like manufacturing, wholesale, construction, or technology ensures smooth transactions and maximum value. These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential.

Broker 52

Broker Manufacturing Business Valuation 52

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. The portfolio will include investment grade corporates and securitised credit.

Insurance 59

Insurance Asset Management Portfolio Investment 59