The TRADE

AUGUST 11, 2025

Jean-Louis Gaucher has joined Oman Investment Bank as head of fixed income sales.    Gaucher will be based out of Muscat in Oman in his new role, and brings almost 20 years of fixed income sales experience to the bank.   The post Oman Investment Bank appoints new fixed income sales head appeared first on The TRADE.

Investment Banking

CNBC: Investing

JULY 12, 2025

Bank of America believes the stock is severely undervalued. "We believe the current share price undervalues BRBR's historical sales growth delivery and potential runway," she said. believe the current share price undervalues BRBR's historical sales growth delivery and potential runway.In

Stock

Focus Investment Banking

JUNE 23, 2025

We enjoyed working with Dr. O’Brien throughout this process and are thrilled with the outcome,” said Eric Yetter, Managing Director and Healthcare Team Leader at FOCUS Investment Banking. Sitwell had many strengths and a wonderful growth story, which allowed us to flex our process and deliver some very strong offers.

Investment Banking

CNBC: Investing

JULY 19, 2025

Yum China Buy the dip in shares of the owner of Pizza Hut and KFC in China, the bank said. "We expect improvement in sales and continue to favor its solid business model and return visibility" analyst Lillian Lou wrote ahead of earnings in early August. Meanwhile shares of the company are up 18% this year.

Stock

How2Exit

MARCH 10, 2025

Key Takeaways: Vendor Financing as a Deal-Making Tool – Richmond explains how structuring deals with seller financing, instead of traditional bank loans, helps align interests and often results in better terms for both buyers and sellers. Overcoming Seller Expectations – Many business owners overvalue their companies.

Business

CNBC: Investing

JULY 26, 2025

"With the vast majority of its sales direct-to-consumer (DTC) we see ODD at a strategic vantage point to grow with this rise," she wrote. "We see ODD well positioned to benefit from the beauty category increasingly moving to online sales as consumers' preferred purchasing channels shift," she went on to say.

Stock

The TRADE

JUNE 24, 2025

Millennium declined to comment. The post Millennium selects hedge fund sales specialist for fixed income trading role appeared first on The TRADE. Read more – Trader of the Year: Millennium’s Charlotte Nutting Mok has also worked in associate and analyst roles at the firm.

Sale

The TRADE

AUGUST 11, 2025

He leaves behind his previous role as managing director, head of sales and marketing for Nordics and Netherlands. JP Morgan   JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas. 

Trading

Focus Investment Banking

MARCH 10, 2025

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

Investment

The TRADE

JUNE 10, 2025

Steve Hemmings has been promoted to the position of equity sales trader at DNB Carnegie, following more than 11 years at Carnegie Investment Bank, The TRADE can reveal. The move will see London-based Hemmings bring extensive industry experience to his new role, spanning mutual funds, private equity, finance and investment strategies. He also (..)

Sale

CNBC: Investing

AUGUST 2, 2025

"We are increasing our PO to $26 (from $24), 10x EV/EBITDA given our increased conviction that the recent inflection in sales growth is sustainable," Nardone said, referring to enterprise value to earnings before interest, taxes, depreciation and amortization. The stock is up 11% this year.

Stock

The TRADE

JUNE 25, 2025

US investment bank Stifel has appointed Sarrah Chaker as a sales trader covering US markets to European clients, The TRADE can reveal. In her new position, Chaker will be based out of Paris, where she will report to Seema Arora, Stifel’s managing director and head of execution services for EMEA.

Sale

The TRADE

JANUARY 7, 2025

She also brings extensive experience in investment banking and capital markets to the new role. Earlier in her career, Day held senior roles at Dresdner Kleinwort, as well as serving as director of equity sales at Panmure Gordon. As part of the role, she oversaw equity capital markets (ECM), trading and post-trade activities.

Capital Market

The TRADE

JULY 28, 2025

He also held stockbroker, associate advisor and dealer’s assistant positions at the firm.   

Trading

Chesapeake Corporate Advisors

NOVEMBER 14, 2024

AMA CEO Todd Woerner commented, “CCA was integral in achieving a successful sale of AMA. We are grateful for their invaluable advice, deal leadership, and the efficiency with which they ran the sale process. The laboratory receives samples from Maryland, Virginia, the D.C. region, New York, Pennsylvania, Minnesota, and Puerto Rico.

Investment Banking

MergersCorp M&A International

JUNE 25, 2025

MergersCorp, a distinguished global advisory firm specializing in Investment Banking and cross-border Mergers and Acquisitions (M&A), today announced the launch of its highly specialized advisory service dedicated to the divestiture of businesses regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Advisory

The TRADE

JULY 7, 2025

Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading. Kilfoy confirmed his appointment in an announcement on social media. Bank of America Merrill Lynch declined to comment.

Bank

Global Newswire by Notified: M&A

JULY 7, 2025

Norwood Financial is the bank holding company for Wayne Bank, which operates 30 banking offices in Pennsylvania and New York. Presence is the bank holding company for Presence Bank, which operates four banking offices, one loan production office and one administration office in Central and Southeastern Pennsylvania.

IT

The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. He replaces Nishad Vallonthaiel as head of electronic trading.

Capital Market

How2Exit

JUNE 23, 2025

Key Takeaways: Seller psychology is everything – If the seller doesn’t have a clear “Plan B” after the sale, they may subconsciously sabotage the deal. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. That can make them unsellable.

Business

MergersCorp M&A International

JUNE 5, 2025

Contractual Review: Scrutinizing supply, sales, and distribution agreements for tariff-related clauses and potential renegotiation risks. The post The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions appeared first on MergersCorp M&A International | Investment Banking.

Mergers and Acquisitions

Mergers and Inquisitions

JUNE 11, 2025

Are you recruiting for investment banking roles to double your compensation? you worked at a smaller bank and are moving to a larger bank). Banks Involved: You do not need to find a deal that the bank you’re interviewing with has advised on. Or do you have a genuine interest in working on deals? in Year 1 or 2).

M&A

The TRADE

JUNE 13, 2025

In his new role, he is set to help bolster RBC’s leveraged credit trading platform, also working closely with the leveraged finance team in global investment banking, and sales and trading. Among them, Mousumi Dey is set to assume the position of director, high yield and leveraged loan sales.

Capital Market

The TRADE

JULY 11, 2025

Barclays has appointed Joseph Lee as head of high touch sales trading, Asia Pacific, as part of the firm’s efforts to bolster and diversify its APAC equities business. Lee will be based out of Hong Kong in the role, where he is expected to support the firm’s expansion into high-touch execution and lead high-touch cash trading efforts across the (..)

Sale

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A

Focus Investment Banking

JULY 8, 2025

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our healthcare services clients (e.g.,

Healthcare

How2Exit

JUNE 16, 2025

Key Takeaways: Monica's Unique Origin Story : She started as an English and rhetoric major aiming for law school but fell into investment banking through a temp job—and never looked back. Monica's journey from English major to equity research analyst at a top San Francisco investment bank is unlikely, but deeply relevant.

M&A

The TRADE

APRIL 29, 2025

Many buy-side traders use broker sales traders to offer guidance on these options, and for more than 60% of them, performance and minimising market impact are the driving force in the decision-making process. Buy-side traders value the expertise and risk management capabilities of high-touch sales traders. constituents. constituents.

Equities

The TRADE

AUGUST 6, 2025

The new offering is set to unify the previously separate structuring teams across sales, trading and banking, and addressing the evolving needs of JP Morgan’s institutional clients through providing solutions. Also joining is Jacob Lindewald, who is set to manage the team’s rates and FX division.

Management

Focus Investment Banking

NOVEMBER 14, 2024

” The 2024 IT Nation Torch Award Honorees are: Partner Excellence Award: Abraham Garver , Managing Director at FOCUS Investment Banking, was recognized for his exceptional contributions to the IT Nation and ConnectWise communities, consistently driving value and supporting partners’ growth. million to $30 million.

IT

Focus Investment Banking

MAY 9, 2025

FOCUS Investment Banking Represents Footing First LLC in its Sale to Morton Buildings, Inc. This acquisition marks a significant milestone for FootingFirst, said Mike McCraw, Managing Director at FOCUS Investment Banking. appeared first on FOCUS.

Investment Banking

The TRADE

JUNE 12, 2025

Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. Previously in his career, he also spent seven years at Citi in equity sales trading roles. “We

Electronics

CNBC: Investing

JULY 28, 2025

The bank's analysts upgraded shares of the athletic footwear and apparel manufacturer to an overweight rating from neutral. One of the parts is global inventory and sales growth finally "on track" to alignment by the end of the second quarter in 2026. Analyst Matthew Boss hiked his price target to $93 per share from $64.

Media

Razorpay

AUGUST 2, 2025

It’s a standardised message within the SWIFT network that confirms the originating bank has sent a payment and provides a detailed trail of its journey. An MT103 is a standardized SWIFT message used to confirm an international wire transfer between banks. What is an MT103 SWIFT Message? Start tracking them in real-time.

Banking

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A

Periculum Capital

FEBRUARY 24, 2025

Periculum was introduced to the Hope team by a past client that understood the value of an investment bank. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale