How2Exit

AUGUST 28, 2023

By conducting thorough due diligence, buyers can make informed decisions and mitigate risks associated with the acquisition. 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

How2Exit

DECEMBER 11, 2023

Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability).

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MARCH 27, 2023

Ackler's story is a great example of how investing in real entrepreneurs can pay off and help create a successful venture capital portfolio. He was also able to draw on his experience and the experiences of his colleagues to help guide Mert Deshery, his co-author of the book Exit Right, through the exit process.

Business 130

Business Investment Capital IT 130

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Asset Management Management 52

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Razorpay

NOVEMBER 30, 2023

They want it to be quick and convenient, like shopping online or booking a hotel. This will enable them to extract and synthesise valuable insights from both current and previously utilised datasets pertaining to non-performing accounts, analysing extensive volumes of information.

Accountant 52

Accountant Book-building Business Financial Services 52

Mergers and Inquisitions

APRIL 24, 2024

If you’re targeting an informal venture capital internship , private equity internship , or search fund internship , focus on smaller, local firms. For VC, firms with under ~$200 million or less in their current fund are appropriate (if you can’t find this information, maybe target firms with under $500 million AUM total).

IT 59

IT Investment Banking Recruitment Private Equity 59

Software Equity Group

APRIL 4, 2023

While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. For some time before this, our CEO informally checked in with SEG to gain insights into which metrics would maximize our enterprise value (EV).

Sale 52

Sale Book-building Business M&A 52

Razorpay

SEPTEMBER 19, 2024

Reputable Payment Gateways: During upfront payment, clients trust the business with their financial information. software, e-books, music) Physical goods from online retailers Pre-orders for upcoming product releases 2. For new clients, consider starting with smaller projects or paid trials to build trust before larger commitments.

Book-building 52

Book-building Consulting Business Funds 52

Growth Business

AUGUST 3, 2023

Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I What can I use the funding for?

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

MAY 14, 2025

Its effects are less direct in verticals such as data centers and renewables, but if theres a disruption to trade, such as a tariff apocalypse , these sectors will be hurt because it will become more expensive to build and maintain assets. Distributable Cash Flow for Midstream companies).

Investment Banking 59

Investment Banking Bank Banking Investment 59

Devensoft

AUGUST 24, 2023

Identify potential synergies and areas of concern to inform the integration strategy. Address concerns and gather feedback to enhance the integration strategy and build support. Establish communication channels and forums for sharing information, best practices, and insights.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

On May 1, 2023, the Delaware Court of Chancery addressed an unsettled question under Delaware law—whether a fully informed, uncoerced vote of disinterested stockholders (so-called “Corwin cleansing” [1] ) can be applied to defeat claims to enjoin defensive measures under Unocal Corp. Mesa Petroleum Co. Grace [21] and Williams v.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

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. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading 52

Trading Portfolio Management Asset Management Management 52

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.” This context is crucial for our day-to-day operations.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. On the producer side, you can see how much they spend to build new plants, factories, and processing centers.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Who are the key stakeholders involved in the integration or divestiture, both internal and external?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price.

Business 52

Business Sale Broker IT 52

The TRADE

DECEMBER 21, 2023

Suddenly the longstanding narratives of ‘giving up control’, ‘loss of information’ and ‘replacing jobs’ have been replaced with the realisation for some fund managers that you can supplement your trading desk with an outsourced trading provider by turning to them for a particular geography, asset class or cover for holiday periods or busy times.

Trading 64

Trading Management Asset Management Funds 64

The TRADE

FEBRUARY 24, 2025

SimCorp has entered into a strategic partnership with LSEGs SaaS platform, Yield Book, to integrate the offering into its Axioma Risk analytics suite. This is another step toward enabling faster and more informed investment decisions. The post SimCorp and Yield Book partner on analytics suite integration appeared first on The TRADE.

Book-building 64

Book-building Asset Management Risk Management Debt 64

Beyond M&A

MAY 20, 2025

Having just completed a complex international M&A IT Integration, the added value is sharing the lessons learned so we can enhanced the buy and build process in the future, M&A is rarely simple. They should feed your integration frameworks, update your due diligence templates, and inform how you assess future targets.

M&A 130

M&A IT Consulting Mergers and Acquisitions 130

The TRADE

JANUARY 24, 2025

Secondly and partly due to an increase in passive investment strategies there has been a rise in portfolio trading, where a basket of bonds can be traded in one go with a single counterparty. In the US, another pain point we solved for clients was the inclusion of less liquid securities in their portfolio trades on the platform.

Portfolio 64

Portfolio Trading Investors Book-building 64

The TRADE

MAY 1, 2025

Within equity futures, there is a centralised exchange, deep order books and excellent liquidity in most contracts. What should be front of mind for firms when it comes to building effective, workable equity futures TCA capabilities? As a result, being able to access this data via an O/EMS allows for a more detailed analysis.

Equities 52

Equities Trading Portfolio Management Broker 52

Focus Investment Banking

MAY 28, 2025

Midas International franchise portfolio, with 1,163 stores in the U.S. Prospective sellers need to keep their books and records in good shape, Tomarchio said. Also, the building and equipment need to be in decent shape. Big deals are still made. Mavis Tire Express Service Corp. is in the process of buying TBC Corp.s

Shares 52

Shares Mergers and Acquisitions Book-building M&A 52

The TRADE

FEBRUARY 7, 2025

When a human is deciding how to make a trading decision, he or she relies on prior experiences and information at hand. The trader probably has a Bloomberg terminal with streaming order book data and a news feed. They form the foundational building blocks of many trading algorithms. Where was the last trade in this instrument?

Securities 59

Securities Electronics Trading Book-building 59

Razorpay

APRIL 10, 2025

Booking tickets Set up automatic payments for Airline, train or bus ticket booking. Increase Customer Retention One-time digital authentication allows you to auto-debit your customer’s bank account helping your customer enjoy uninterrupted service–in the longer run building customer loyalty and customer retention.

IT 76

IT Insurance Bank Banking 76