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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Consistently book expenses to the appropriate line item. ’ Youve likely spent 30 to 40 years building your current assets and net worth.

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LSEG launches historical analytics for bonds via Snowflake

The TRADE

The London Stock Exchange Group (LSEG) has gone live with historical analytics powered by Snowflake, offering clients greater detail on bond securities. The new offering combines LSEGs pricing services with Yield Book analytics to create pricing information for around 2.9 million bonds with a 20 year look back period.

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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more

CNBC: Investing

" Raymond James upgrades Parsons to strong buy from market perform Raymond James double upgraded the defense and national security company and says it's a nuclear beneficiary. " UBS upgrades KeyCorp to buy from neutral UBS says the regional bank company is "building momentum."

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Using options to buy the dip on this credit card name while hedging risk

CNBC: Investing

When you layer options on top of this mindset, you can build a powerful and structured trading system. I dive into the full strategy in detail in my book Mean Reversion Trading , and you'll find tons of real-world trade examples on my site. For this particular setup, I'm focusing on Mastercard (MA).

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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IEX firms up launch date for new options exchange

The TRADE

The firm announced the launch of the US options exchange in September 2024, and efforts have already been made to expand IEXs options team, file the proposed rule book with the US Securities and Exchange Commission (SEC) and maintain engagement with regulatory authorities and industry stakeholders.

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How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

First, with cyber-crime continually growing, the need for MSPs with robust security offerings grows in parallel. The right advisor knows how to position your company optimally, how to build a market of buyers and when to push during negotiations. This is music to the ears of strategic acquirers and private equity firms.