The TRADE

JANUARY 23, 2024

Omar Darwish has joined fintech pioneer GTN as equity sales trader following a three-and-a-half-year stint at Arqaam Capital. His appointment comes as GTN continues its expansion efforts to build a comprehensive electronic trading and investment platform. GTN serves brokers, banks, asset managers, and fintech clients.

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The TRADE

JUNE 28, 2023

New York-based independent prime broker Clear Street is set to launch a new investment banking business named Strategic Advisory Services. Clear Street has hired a team of investment bankers to build out the investment banking and advisory offering.

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OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

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The TRADE

JANUARY 16, 2024

Panmure Gordon and Liberum are set to merge to create the UK’s largest independent investment bank, with ex-Barclays executive Rich Ricci stepping into the chief executive role of the combined entity. Together the two firms have an aggregate of £9.9

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OfficeHours

AUGUST 23, 2023

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! TOMORROW at 12PM ET Webinar Highlights: What inspired you to make the switch from investment banking to growth equity and eventually pursuing starting your own business?

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Equities Recruitment Investment Banking S&P 130

Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

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Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

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Investment Banking M&A Bank Banking 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

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The TRADE

MAY 14, 2024

Nasdaq’s Nordic and Baltic equity offering, QuoteView, will be made available through Nasdaq Data Link this month, covering primary venues and MTFs in the region across equities, mutual funds and ETFs. The offering, which is powered by BMLL, provides T+1 consolidated best bid and offer (CBBO) data for Nordic and Baltic equity markets.

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The TRADE

SEPTEMBER 19, 2023

Wall Street giant Citi has made a number of cuts to it cash equities trading business in London, according to two people with knowledge of the matter, The TRADE can reveal. Lackenby joined the bank two years ago from broker Market Securities. Citi is the latest bank making cuts to its trading and investment banking unit.

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Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

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Mergers and Inquisitions

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. And you need early experience to get internships that convert into full-time offers at large banks.

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The TRADE

JULY 3, 2023

Before that, he spent almost 10 years at Deutsche Bank, where his roles included global co-head of electronic equities and head of eFX spot quant trading. New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering.

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The TRADE

OCTOBER 13, 2023

Deutsche Bank has completed the acquisition of institutional broker Numis and has unveiled a new offering to be known as ‘Deutsche Numis’. The transaction is the next step in Deutsche Bank’s Global Hausbank strategy, which aims to unlock deeper engagement with corporates in the UK.

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The TRADE

JUNE 20, 2023

Bloomberg has introduced a white label solution for US treasuries, allowing a wide range of broker dealers to provide liquidity for trades initiated on its platform as part of its D&I dealer initiative. This will then be routed to a range of counterparties, delivering pricing back to the counterparty which initiated the RFQ. “We

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The TRADE

OCTOBER 2, 2023

Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director. Webster also joins from Credit Suisse where she had previously spent 18 years, first as a pan European equity cash trader and later in a sales and trading role also within the AES division.

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The TRADE

AUGUST 1, 2023

The players that now dominate in the EMEA equities space are typically larger and have roots that stretch across the Atlantic due to tricky market conditions that have made economies of scale and the ability to internalise risk increasingly essential. “If Goldman Sachs’ equities revenues globally had fallen from $3.24

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Equities Trading Electronics Sale 52

The TRADE

AUGUST 7, 2023

The bank is now in the process of determining who will be appointed to assume Ybarra’s responsibilities when he steps down next year, with plans to announce a succession plan in the coming months. Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities.

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The TRADE

MAY 20, 2024

Elsewhere, Citi named a new chief executive of its broker dealer entity Citigroup Global Markets Inc (CGMI). Prior to this, he spent more than eight years at Societe Generale Corporate and Investment Banking (SGCIB), working across multi asset sales and trading, hedge fund sales, and prime brokerage.

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The TRADE

AUGUST 2, 2023

One of BCS Global Markets’ prime services sales leads has left the investment bank to join boutique merging markets broker and investment bank BancTrust. He also has experience working across a range of asset classes – equities, commodities, FX spot, listed derivatives, and ETFs.

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The TRADE

NOVEMBER 20, 2023

He reports to Michael Hunstad, global equities chief investment officer and deputy chief investment officer of Northern Trust Asset Management, according to the business. Both joined from Wall Street giant Citi and will be working alongside Tim Caulton.

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Asset Management Management Trading Investment 64

The TRADE

JULY 13, 2023

New York-based independent prime broker Clear Street is set to expand into the futures market – subject to regulatory approval – with the acquisition of software developer, React Consulting Services. With this move, Clear Street’s offering will finance US equities, options, fixed income, and futures.

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The TRADE

OCTOBER 18, 2024

According to Coalition Greenwich, the top dozen investment banks offering prime services saw revenues rise to a record $20.4 Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. billion in 2023.

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How2Exit

OCTOBER 10, 2023

Juan has a background in finance and technology, and he has experience in investment banking and private equity. rn They pre-approve a lot of deals from various brokers and have funded over 30 buyers so far. rn Boopos looks at the quality of revenues and financial metrics when evaluating businesses for funding.

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The TRADE

FEBRUARY 19, 2024

Agency broker BTIG selected the former head of execution strategy at Millennium to take up the same role. JP Morgan appointed a new head of global equities amid wider changes to senior leadership in its markets division. He joined JP Morgan in 2005 as a trader on the equity exotics desk in London.

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The TRADE

NOVEMBER 15, 2023

Brodie was employed by brokers BTIG and United First Partners, and investment banks Jefferies and Bear Stearns, prior to joining Citi. Olivetree is expanding its team in London at a time when some firms are trimming headcount in equities. Both join from Wall Street giant Citi and will be working alongside Tim Caulton.

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Mergers and Acquisitions Trading Profitability Equities 52

The TRADE

SEPTEMBER 25, 2023

Previously in his career, he served as president and chief executive of TD Ameritrade Holding Corporation for eight years and as vice chairman of TD Bank Financial Group. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

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The TRADE

NOVEMBER 6, 2023

SIX’s head of equities Adam Matuszewski has resigned from the exchange group after over 10 years to take up a new role at Citadel Securities based in London. Matuszewski has spent the last ten and a half years at SIX in equities focused roles, originally joining the exchange in 2013 in a trainee product management role for equities.

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The TRADE

DECEMBER 11, 2023

Previously in her career, she spent three and a half years as a cash equity broker at Tullett Prebon. She began her career at Newedge in a cash equity trading and sales role. Former head of market services and digital at Euronext, Eglantine Desautel, has been selected to head up the European consolidated tape efforts.

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The TRADE

JULY 26, 2023

The results represent the highest revenue for a second quarter since 2016, said the bank, with revenue for the first half of the year up 8% overall – at €15.1 Despite overall profits in some areas of the bank, the investment bank revenues fell by 11% in the second quarter compared to the Q2 2022 results.

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Peak Frameworks

OCTOBER 17, 2023

Earnings Potential: High-performing brokers or bankers can significantly boost their earnings, making positions in sectors like investment banking highly lucrative. This was evident during the 2008 financial crisis , where some brokers aggressively sold mortgage-backed securities.

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The TRADE

JULY 7, 2023

How are client demands of prime brokers shifting? That edge often comes from a fund’s partners like prime brokers, who can facilitate lending and trading strategy implementation, and offer tools for pulling real insights from the troves of data that are a byproduct of proper market engagement.

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Mergers and Inquisitions

MARCH 8, 2023

Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. Finally, on the investment banking side , the “top 3” banks (GS, MS, and JPM) all have a good presence in commodities, as do BofA and Citi.

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The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. Each provider, independents and banking giants alike, are stacking their rosters with buy-side experience. The list goes on.

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Trading Asset Management M&A Broker 64

PCO M&A Specialists

DECEMBER 15, 2021

However, over the past year or so, we have seen some very powerful private equity firms start to become comfortable with valuations and make competitive bids on quality companies. While Rentokil works through this high-profile integration, it may allow private equity to fill the void. Where do valuations go from here?

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How2Exit

JULY 3, 2023

The speaker mentions that if the seller's main goal is to retire or spend more time with their family, a private equity firm may not be the right buyer. Private equity firms often require the seller to stay involved in the business for a certain period of time and may offer additional incentives to keep them engaged.

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Focus Investment Banking

DECEMBER 5, 2024

Brokers for sales of smaller companies (typically 1-2 locations) will generally skip the monthly services fees but ask for a higher success fee upon closing. I have seen brokers charge as high as 10-12% of the total sale price. They will charge a small percentage of the total enterprise value for their success.

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