Successful Acquisitions

AUGUST 17, 2023

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming.

Broker 52

Broker Advisory Business M&A 52

Sun Acquisitions

MAY 3, 2024

The M&A Catalyst in Metal Manufacturing Mergers and acquisitions are more than just financial transactions; they are transformative events that can meld the strengths of two entities into a single, more competitive, innovative force. Events like the Industry 4.0 Driving the Future: The Role of Industry 4.0 technologies.

Manufacturing 52

Manufacturing M&A Mergers and Acquisitions Mergers 52

The TRADE

SEPTEMBER 4, 2023

Visit our event page for more information. Winners will be revealed at The TRADE’s gala awards ceremony at The Savoy Hotel on 8 November 2023, alongside our other prestigious awards including EMS, Algorithmic Trading and Buy-Side categories, so be sure to reserve your place for an unforgettable evening.

Trading 52

Trading Electronics Broker Collaboration 52

How2Exit

JULY 3, 2023

Furthermore, Kirk Michie emphasizes the importance of working with entrepreneurs who are willing to collaborate closely with their advisors. This collaborative approach allows for a deeper understanding of the client's goals and aspirations, enabling the advisor to tailor their guidance accordingly.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

How2Exit

FEBRUARY 23, 2023

Techniques such as mirroring, labeling, and calibrated questioning can help to build rapport and establish a collaborative relationship. In addition, it is important to be prepared for unexpected events or developments that could have a significant impact on the negotiation. Using effective communication is also important.

Business 130

Business Negotiation DCF Acquisitions 130

The TRADE

JANUARY 31, 2024

The BlackRock EMEA equity trading team picked up The TRADE’s highly coveted Trading Desk of the Year, Long-Only award at the Leaders in Trading 2023 event in November. In addition to trading, Geekie also facilitates business-wide ‘action groups’ aimed at monitoring developments of, and providing intelligence on, key market events.

Equities 59

Equities Trading Collaboration Investment 59

The TRADE

OCTOBER 2, 2024

We view this as a complement to broker led avenues of liquidity, not as a replacement.” When managed well this adds a new dimension to the relationship, another point for discussion and collaboration,” he argues. For a buy-side institution to transfer execution to a sell-side broker to execute on their behalf, there needs to be trust.

Trading 64

Trading Electronics Management Broker 64

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. You’re taught to almost think like a PM.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

How2Exit

AUGUST 22, 2023

Networking, attending industry events, and leveraging personal connections can help identify potential acquisition opportunities. It emphasizes the need for both technical skills, such as financial analysis, and relational skills, such as building relationships with sellers and brokers.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Tyton Partners

JUNE 20, 2023

Cecilia Conrad (CC): Lever for Change is a broker. We also know that there is this public-facing database that philanthropic advisors sometimes use to help source for their clients, and then we have events around the finalists, which can have a big impact. Tyton Partners (TP): What is Lever for Change? CC That was the first one.

Funds 52

Funds IT Collaboration M&A 52

The TRADE

JULY 24, 2023

Instead, the trading team reacts to market events tailoring their approach across asset classes to whatever activity is taking place and opting for an all-hands-on-deck approach when major moves occur. “It For DWS, this innovation comes in the form of collaborating with vendors in a mutually beneficial partnership. “I

Trading 52

Trading Portfolio Management Asset Management Management 52

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

JANUARY 16, 2025

Daniel Shepherd BTON joins the dots between TCA and order routing and its AI-powered broker recommendation system transforms the traditional broker selection process by leveraging advanced neural network algorithms to predict slippage and dynamically match orders to the optimal broker. AI is not a niche sport.

Collaboration 59

Collaboration Broker Trading Capital Market 59

The TRADE

MAY 16, 2025

Les Vital The offering is supported by introducing broker, Capital Institutional Services (CAPIS) and will allow clients to trade US equities 24 hours a day, five days a week, extending overnight trading opportunities. LiquidityBook is leveraging Blue Ocean ATS to offer its buy-side clients overnight trading access.

Trading 52

Trading Broker Risk Management Sale 52