Mergers and Inquisitions

MARCH 13, 2023

Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., to back them. Deposits up to $250K are insured in the U.S.,

Banking 123

Banking Bank Funds Government 123

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. Following this, BNY Mellon selected Eurex as the first clearing house to centrally clear repo trades in Europe.

Trading 59

Trading Risk Management Equities Management 59

Sun Acquisitions

JULY 21, 2023

Key Aspects of Due Diligence: Financial Due Diligence: This involves reviewing the target company’s financial statements, tax returns, and accounting practices to assess its financial stability and growth prospects. It also includes analyzing cash flow, debt obligations, and potential liabilities.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Use dashboards and reporting tools to visualize risk data. Ensure alignment of monitoring activities with overall risk management framework. Schedule regular meetings with senior management and the board to review risk status.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Peak Frameworks

OCTOBER 30, 2023

The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. You deposit $10,000 in a bank savings account earning 0.5% Imagine a simple scenario.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Use dashboards and reporting tools to visualize risk data. Ensure alignment of monitoring activities with overall risk management framework. Schedule regular meetings with senior management and the board to review risk status.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. This limitation may lead some clients to look for alternatives, such as wealth management firms, that offer broader access to global financial instruments and opportunities. How Does Private Banking Work?

Banking 52

Banking Bank IT Management 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The banks try to spread the risk and exposure to interest rate by making the dealers sell the swaps to many parties. The banks use interest rate swaps to manage interest rate risk.

Financial Institution 91

Financial Institution Banking Bank Financial Modeling 91

Solganick & Co.

NOVEMBER 15, 2023

Adjusted EBITDA offers a more comprehensive view of the target company’s earnings capacity, incorporating adjustments that reflect its sustainable earnings and accounting for exceptional items that could impact its long-term financial performance.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Wall Street Mojo

JANUARY 17, 2024

The Credit default swap helps to transfer the credit risk Credit Risk Credit risk is the probability of a loss owing to the borrower's failure to repay the loan or meet debt obligations. read more from the buyer to the third party. read more to the third party or the seller.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Software Equity Group

AUGUST 20, 2024

(dba Fusion), a company in the Asset & Facilities Management and Manufacturing vertical which provides cloud-native-based industrial data analytics SaaS in the U.S. The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

You may also need to engage external advisors, such as accountants, lawyers, or consultants, for specialized expertise. Assess the target’s financial health, profitability, and growth potential.Evaluate the target’s working capital management, debt structure, and capital expenditure requirements.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. Risk Management Every project has risks.

Business 52

Business Sale Broker IT 52

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 69

Financial Institution Financial Market Risk Management Banking 69