Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Invest in data analytics capabilities to harness the power of big data. Financial Planning Tech-driven M&A requires significant financial investment, not just in the acquisition but also post-merger integration. This alignment will guide decision-making and integration efforts.

Mergers

CNBC: Investing

JULY 31, 2025

Investment grade companies have Moody's ratings that range from triple-A to Baa3. Below that threshold, companies with ratings ranging from Ba1 to C are deemed non-investment grade. "Investment grade corporate spreads are relatively tight, but on an absolute level, their single-digit yield is still compelling."

Investors

The TRADE

NOVEMBER 28, 2024

With increasing process and decision-making automation in trading, I cannot see this evolving in that direction – unless the trader makes a script to instruct the systems to route volume based on what broker took him/her out for lunch that week, in which case the trader would need to know how to program!

Engineering

CNBC: Investing

JULY 8, 2025

"The share prices of the universal banks and brokers we cover have, on average, risen 35% over the past three months," Martinez said. The analyst noted a "more cautious stance" on larger banks like JPMorgan and Goldman Sachs over what he said is a still choppy macroeconomic backdrop.

Stock

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. The healthcare team at FOCUS Investment Banking specializes in handling these competitive sell-side processes. Our healthcare services clients (e.g., Our healthcare services clients (e.g.,

Healthcare

The TRADE

JULY 24, 2025

This followed the FCA’s July 2024 decision to re-introduce an optional element of rebundling for Mifid investment firms, with the UK buy-side able to facilitate joint payments for third-party research and execution services. This is an opportunity to get dealers back into the investment team’s process.

Asset Management

The TRADE

JUNE 27, 2025

Broker-dealer Bruce Markets’ Alternative Trading System (ATS) offering has announced a new strategic investment round, led by leading industry players including Fidelity Investments, Nasdaq Ventures, and Robinhood.

Investors

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.

Equities

Sun Acquisitions

APRIL 29, 2025

However, to ensure that M&A deals are successful, measuring their return on investment (ROI) is essential. It is calculated by dividing the net profit from the investment by the initial investment. It calculates the discount rate at which the net present value of the investment’s cash flows equals zero.

M&A

Sun Acquisitions

NOVEMBER 4, 2024

This involves investing in the right technologies and fostering a culture that embraces digital transformation. Invest in training and development to ensure your team can effectively leverage these technologies. Companies must assess their technological capabilities and identify areas where AI can add the most value.

M&A

The TRADE

JANUARY 7, 2025

As part of the integration, OptimX is now a certified sweep partner on Charles Rivers investment management system (IMS) meaning Charles River institutional clients can now access OptimX liquidity via their desktops. The post OptimX connects with Charles River to offer institutional clients bilateral liquidity appeared first on The TRADE.

Broker

The TRADE

JUNE 12, 2025

Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November.

Electronics

Lake Country Advisors

JUNE 11, 2025

If you’re working with a broker to sell your business , understanding the difference between these deal types isn’t just helpful, it’s essential. Working with a construction business broker helps sellers structure deals that preserve value and protect against liability. READ MORE: What Does a Business Broker Do?

Sale

Lake Country Advisors

JUNE 24, 2025

This is especially critical in complex sectors like manufacturing, where working with a manufacturing business broker ensures your documentation meets industry standards. This is attractive to buyers who are planning to invest more resources or expand their footprint. In short, your financials are more than just reports; they’re proof.

Business

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

Lake Country Advisors

AUGUST 6, 2025

A business broker can help you identify and evaluate these buyer types, so you know what to expect before the first conversation takes place. Investor Buyer : This includes private equity firms, family offices, or individual investors who see your business as an opportunity for return on investment.

Investors

Focus Investment Banking

NOVEMBER 11, 2024

We’ll explore the connection between employee health, workplace performance, recruiting and retention and why investing in benefits can be a game changer for collision repair businesses just like yours. Is it one cookie cutter scenario and do what we can to ballpark kind of what that investment might look like? Enjoy the show.

Insurance

Sun Acquisitions

JULY 7, 2025

When companies merge, they can tap into new markets, invest in local infrastructure, and support small businesses through expanded supply chains. This might include funding education programs, supporting local nonprofits, or investing in affordable housing initiatives.

M&A

The TRADE

NOVEMBER 19, 2024

This ultimately helps a buy-side firm evaluate a broker, whether they executed a particular trade or not.” This comes as no surprise with growing concerns from the buy-side about best execution and investments in tools such as TCA to help evaluate their counterparties.

Electronics

CNBC: Investing

AUGUST 1, 2025

"AON is poised to deliver stronger than consensus 2026 organic growth and free cash flow (FCF 9%+ above Visible Alpha consensus for 2026/2027) supported by talent investments (more brokers), NFP acquisition synergies (acquired in 2024), and a recovery in M & A and capital markets activity."

Stock

The TRADE

JUNE 18, 2025

Jan Treuren Cboe Clear Europe launched the clearing service in March 2025, wherein Natixis Corporate & Investment Banking acted as a principal lender against JP Morgan as a borrower, as part of the first trades cleared through the new service.

Trading

Sun Acquisitions

NOVEMBER 18, 2024

The Synergy of Cultures Effective cultural integration, however, can unlock a wealth of benefits: Enhanced Employee Engagement: When employees feel valued and heard, they become more engaged and invested in the success of the merged company.

M&A

The TRADE

JULY 1, 2025

London-based alternative investment firm, Regents Gate Capital (RGC), has selected big xyt to provide execution analytics and trading cost analysis (TCA).

Capital

Lake Country Advisors

JULY 17, 2025

In industries like healthcare, a healthcare broker might help identify a strong platform business, one with solid systems, a scalable model, and steady revenue, to serve as the foundation. This makes the investment feel more predictable and manageable. This is the anchor company around which future acquisitions are built.

Acquisitions

CNBC: Investing

JULY 10, 2025

The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index.

S&P

Global Newswire by Notified: M&A

AUGUST 1, 2025

In July, Commonwealth was ranked #1 in Independent Advisor Satisfaction Among Financial Investment Firms by J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 12 Times in a Row.” Power for the 12th consecutive year. LPL Financial Holdings Inc.,

Acquisitions

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. This guide will help you navigate the process and make informed decisions to protect your investment.

Business

The TRADE

MAY 22, 2025

Jamie Crank, group executive, technology and data at ASX said: This new offering puts the needs of our customers first and has the potential to benefit an underserved market segment, such as buy-side firms, niche and smaller broker and investment firms, and emerging software providers.

Trading

The TRADE

JULY 30, 2025

Institutional digital asset prime broker FalconX has moved to expand into Latin America, as part of the firm’s drive to grow its global offering. Andre Portilho As part of the expansion, the firm now supports two of the region’s largest financial institutions, investment bank BTG Pactual and Brazilian cryptocurrency exchange Mercado Bitcoin, bringing (..)

Financial Institution

CNBC: Investing

JULY 30, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Stock

CNBC: Investing

JUNE 18, 2025

"The fiscal backdrop has been a source of some volatility on the long end, we like Treasurys as an investment we, we do favor the intermediate part of the curve," said Straehl. "Lower Beta, high divided stocks are definitely a way to stay invested while insulating yourself," Sosnick said.

Investors

The TRADE

AUGUST 5, 2025

MarketAxess is set to launch Mid-X protocol in US credit, as part of the firm’s effort to make multiple enhancements to its dealer-initiated protocols. The firm has said that the launch for US investment grade and high yield bonds on Mid-X, the anonymous mid-point matching session, is scheduled for September this year, with enhancements to Dealer (..)

Trading

Sun Acquisitions

JUNE 5, 2025

By investing in leadership development, companies can ensure a successful M&A integration and create a high-performance culture that drives long-term growth and success. The post Leadership Development: A Critical Factor in M&A Success appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A

Sun Acquisitions

JUNE 17, 2025

PE firms investing domestically —far surpassing the number of outbound (89) and inbound (27) transactions, a sign of confidence in American manufacturing resilience. Patriot Capital invested in Libra Industries , a contract manufacturer in the semiconductor space. Most notably, 580 of these deals involved U.S.

Private Equity

The TRADE

JUNE 12, 2025

Over the last two decades, retail investing in the US and Europe has evolved considerably as financial technology has developed and investing has become more accessible. Overcoming these challenges and nuances in the years ahead will ensure that retail investing appeals to a broader audience of investors and consumers.

Retail

CNBC: Investing

JULY 14, 2025

Josh — Earnings season is super annoying for trend-following investment strategies. BlackRock (BLK) , Interactive Brokers (IBKR) and Netflix (NFLX) are all strong stocks at interesting inflection points. The other three are worth taking a look at. Let's do some high-level stats on the overall list and then we'll dive in.

Stock

Sun Acquisitions

JANUARY 8, 2025

Buyers are invested in a smooth transition, which is often vital for maintaining the businesss value and reputation. The post How to Sell an IT Business: Everything You Need to Know in Five Minutes appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Business