CNBC: Investing

JULY 17, 2025

Over multiyear periods, products with capped upside could underperform the broader market, even before accounting for the fees of buffer funds, which are typically higher than simple index products, often above 0.75% annually. And even if a fund is delivering its stated returns, that might not be a smart move for every investor.

Investors 73

Investors Funds S&P Investment 73

CNBC: Investing

JUNE 10, 2025

Tax-loss harvesting Tax-loss harvesting opportunities may await investors who have taxable brokerage accounts. Be sure to avoid violating the wash-sale rule, which involves selling an asset at a loss and then buying a "substantially identical" security within 30 days before or after the transaction.

Portfolio 112

Portfolio S&P Stock Investors 112

CNBC: Investing

JULY 7, 2025

This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The views expressed herein are solely those of the author. This document is intended for CNBC Pro subscribers only and is not for distribution to the general public.

Investment 72

Investment S&P Stock Media 72

CNBC: Investing

JULY 14, 2025

This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The views expressed herein are solely those of the author. This document is intended for CNBC Pro subscribers only and is not for distribution to the general public.

Stock 66

Stock Investment Media Finance 66

CNBC: Investing

JULY 14, 2025

"Management stated that China is the largest ride-hailing market, accounting for 40% of global transaction value, followed by U.S. Chang also held an upbeat meeting with Pony AI executives, he said, noting the company's bright outlook for growth in China.

Stock 69

Stock Media Investment Shares 69

CNBC: Investing

JUNE 9, 2025

This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The views expressed herein are solely those of the author. This document is intended for CNBC Pro subscribers only and is not for distribution to the general public.

Stock 59

Stock Investment S&P Media 59

CNBC: Investing

JUNE 16, 2025

This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The views expressed herein are solely those of the author. This document is intended for CNBC Pro subscribers only and is not for distribution to the general public.

Stock 50

Stock Investment Media Finance 50

Focus Investment Banking

JUNE 13, 2025

I am 4th generation and we’ve done everything over the over the years through gas stations to used car lots to OEM dealerships to aftermarket manufacturing and sales distribution, distribution companies where in the last 20 years our focus has solely been on service of mechanical services as well as collision repair. Absolutely not.

Business 52

Business M&A Book-building IT 52

Growth Business

APRIL 4, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Marketing is a pricey and difficult world to navigate but social media is a great way to get eyeballs on your brand for relatively little cost. Setting up accounts on X, Facebook and Instagram is simple, but success lies in ensuring you drive engagement.

Media 104

Media Accountant Business Shares 104

How2Exit

JUNE 20, 2023

I specifically avoided corp-run accounts such as those by Deloitte, KPMG, etc. Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Get educated about the trends, challenges and issues that impact the business sale and acquisitions environment. In No Particular Order!

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

OfficeHours

JULY 4, 2023

Getting someone to listen Read More Blogs Visit OfficeHours Blog and follow us on our social media accounts: Instagram , YouTube , TikTok , and Twitter for our latest updates. The post 07-04-2023 Newsletter: July 4th PE Platform Sale! Understanding the technicals is the part that’s more on the art side.

Sale 130

Sale Private Equity Recruitment Equities 130

The TRADE

JULY 1, 2024

Stephen Wilkes, the head of buy-side solutions sales and head of securities services at Deutsche Bank, will be departing his role after spending almost 13 years at the bank. For nearly five years, Wilkes served as the head of buy-side solutions sales and head of securities services sales in the EMEA region.

Sale 64

Sale Banking Bank Asset Management 64

Growth Business

MARCH 18, 2024

By David Gevorkian on Growth Business - Your gateway to entrepreneurial success In the UK, there are over 16 million people with disabilities , accounting for one in every four people. In this article, you will find actionable tips for creating more inclusive social media content for your business.

Media 52

Media Business IT Accountant 52

How2Exit

NOVEMBER 1, 2022

Micro M&A stands for micro mergers & acquisitions and refers to the practice of acquiring used domain names, social media profiles, websites, and other online properties to boost or grow your business. Not many online businesses are taking advantage of this strategy, which helps make it even more effective. What Is Micro M&A?

M&A 130

M&A Business Mergers and Acquisitions Media 130

Growth Business

OCTOBER 12, 2023

Enterprise Data – Data Management – Sales Representative, Bloomberg, London Enterprise DMS is part of Bloomberg Enterprise Data; a fast-paced, innovative and expanding $1.9 If you’re interested, you can get all the information here. Get full details now.

Sale 52

Sale Collaboration Management Engineering 52

How2Exit

OCTOBER 15, 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. He has extensive experience in entrepreneurship, sales, and marketing, and has successfully acquired and grown multiple businesses. Here are some key approaches: rn 1.

Business 130

Business Mergers and Acquisitions Media Book-building 130

How2Exit

SEPTEMBER 9, 2024

Steve discusses the importance of understanding the motivations behind a business sale, the significance of cash flow analysis, and common red flags to watch out for during financial evaluations. AI in Accounting: AI advancements are revolutionizing accounting processes, allowing professionals to focus on value-added services.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Shearman & Sterling

APRIL 6, 2021

in connection with its sale of a wholly-owned subsidiary, Deluxe Media Inc. ("Target"), to defendant, an affiliate of a private equity firm, DLX Acquisition Corporation. Deluxe Ent. DLX Acquisition Corp.,

Accountant 52

Accountant Bank Banking Private Equity 52

How2Exit

OCTOBER 22, 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. She is a former journalist and has built several successful media companies throughout her career.

Business 130

Business Shares Media Acquisitions 130

OfficeHours

JUNE 5, 2023

In private equity, potential exit options include a sale to a strategic buyer, initial public offerings, or a secondary buyout; well-defined exit plans ensure that the investment objectives are met and provide a clear path to realize value for the firm. You can also check our various course curriculums for different careers (i.e.

Private Equity 147

Private Equity Valuation Debt Equities 147

Sun Acquisitions

APRIL 25, 2023

Navigating the sales process can help ensure you secure the best buyer and get the most out of your sale. The post Navigating the Sales Process: A Step-by-Step Guide to Selling Your Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Sale 52

Sale Business Negotiation M&A 52

How2Exit

MAY 29, 2023

The founder or top executives of the company may be excited about the sale, but the employees may be more concerned about their job security, medical care, and other issues. Concept 6: Monitor Social Media Activity One way to gain insight into a company's culture is to monitor its social media activity.

M&A 130

M&A Mergers and Acquisitions Mergers Acquisitions 130

Shearman & Sterling

APRIL 6, 2021

in connection with its sale of a wholly-owned subsidiary, Deluxe Media Inc. ("Target"), to defendant, an affiliate of a private equity firm, DLX Acquisition Corporation. Deluxe Ent. DLX Acquisition Corp.,

Accountant 40

Accountant Bank Banking Private Equity 40

OfficeHours

MAY 31, 2023

However, the biggest flaw of this article is that it, as you would expect, ends with a sale pitch. The only time you should look at courses like this is when they are on sale, which you will typically find during recruiting season. Is it worth it? I will discuss this below. investment banking, private equity , VC, etc.)

DCF 147

DCF Discounted Cash Flow Finance Finance 147

The TRADE

SEPTEMBER 12, 2023

BlackRock has selected a former FlexTrade order management system pre-sales specialist for a solutions engineering role on its flagship Aladdin platform. Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution.

Engineering 52

Engineering Asset Management Sale Media 52

The TRADE

AUGUST 25, 2023

Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Beckmann announced her appointment in a social media post.

Asset Management 52

Asset Management Equities Management Professional Services 52

The TRADE

JUNE 5, 2023

Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Imandra’s vice president of sales Dan Squires has departed for pastures new after less than a year in his new role. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors.

Trading 52

Trading Accountant Capital Sale 52

How2Exit

FEBRUARY 27, 2023

It also provides tools to help sellers prepare their businesses for sale, such as financial analysis and market research. Additionally, Axial.com helps sellers find advisors and brokers to assist with the sale process. An advisor can provide invaluable guidance throughout the process, helping you to get the most out of your sale.

Business 130

Business Sale Broker Discounted Cash Flow 130

OfficeHours

MAY 24, 2023

If you would like a leg up in the recruiting process, consider pursuing courses that focus on finance, accounting, statistics, mathematics, engineering, and economics. Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading. and how our process works.

Investment 147

Investment Investment Banking Finance Finance 147

How2Exit

MARCH 14, 2023

Concept 4: Social Media Is Key For Success However, in the modern world, success in business requires more than just financial investments. Social media has become an essential tool for entrepreneurs, and social media is playing a key role in helping entrepreneurs succeed. Finally, it is important to have a plan for the future.

Business 130

Business Investors Book-building Acquisitions 130

The TRADE

AUGUST 16, 2023

Trading Technologies International (TT) has appointed Gavin Miller its new director of EMEA sales – TT Fixed Income, his move follows almost five years at fixed income aggregation and surveillance technology business, Algomi.

Trading 52

Trading Electronics Sale Risk Management 52

The TRADE

SEPTEMBER 18, 2023

BlackRock selected a former FlexTrade order management system pre-sales specialist for a solutions engineering role on its flagship Aladdin platform. Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution.

Bank 64

Bank Banking Stock Equities 64

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London.

Capital Market 64

Capital Market Capital Investment Portfolio Management 64

Cooley M&A

SEPTEMBER 1, 2017

A recent decision provides a helpful roadmap for directors and controlling stockholders (who also have fiduciary duties to the minority) when navigating sales of such companies where there are heightened litigation risks due to the presence of actual and perceived conflicts of interest.

Sale 52

Sale Negotiation M&A Mergers 52

How2Exit

OCTOBER 2, 2022

Group the into areas so you can make a concise job description - example: post to Facebook, update Twitter, create infographics, check my direct messages - becomes “Social Media Management” Write done 2 or 3 interview questions someone who would be doing this task should know the answer to. Computer Security tasks.

Book-building 100

Book-building Management Business Media 100

Growth Business

MARCH 10, 2025

A study by McKinsey found that marketing-induced consumer-to-consumer word of mouth generates more than twice the sales of paid advertising. The media have always been the PR industry’s lifeline, and continues to be. The media have always been the PR industry’s lifeline, and continues to be.

Media 68

Media IT Sale Engineering 68

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. First, they want to earn. There are already signs that some big exits are being planned.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130