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

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

General Disclosures Fundstrat Global Advisors is an independent research company and is not a registered investment advisor and is not acting as a broker-dealer under any federal or state securities laws. IRC Securities is a FINRA registered broker-dealer that is focused on supporting the independent research industry.

Stock

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance

OfficeHours

OCTOBER 11, 2023

We cover topics like private equity, investment banking, switching careers, and how to grow in your job. open.spotify.com/show/7aeLSeoDAPHEGZ89UECnmk Join us as Polly Helvacioglu shares her journey from Investment Banking Analyst to Vice President. The post 10-11-2023 Newsletter: How to win in Investment Banking?

Investment Banking

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.

Investment Banking

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. The deal comes just three months after Deutsche Bank completed the acquisition of institutional broker Numis for £410 million.

Investment Banking

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

Investment Banking

Focus Investment Banking

OCTOBER 30, 2023

Washington, DC, (October 30, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is honored to be named among the Top Lower Middle Market Investment Banks for the third quarter of 2023 by Axial.

Investment Banking

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.

Broker

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

Middle Market

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

Middle Market

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.

Investment Banking

The TRADE

JULY 12, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that Barclays and Barclays Ireland are now live as clearing brokers at CDSClear. LCH also announced that its 24-hour foreign exchange clearing service, ForexClear, cleared the first NDF trade for Axis Bank – where Societe Generale acted as clearing broker.

Broker

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

Middle Market

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.

Investment Banking

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 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 technology services industry by Axial, the trusted deal platform serving the lower middle market.

Investment Banking

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.

Investment Banking

The TRADE

JANUARY 23, 2024

Throughout his career, UAE-based Darwish has also worked as sales trader at investment banks Credit Suisse and Commercial International Bank (CIB). GTN serves brokers, banks, asset managers, and fintech clients.

Sale

OfficeHours

AUGUST 23, 2023

Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship. How did your investment banking experience help you succeed in growth equity investing and beyond?

Equities

The TRADE

MAY 14, 2024

The offering allows investment banks and brokers to identify addressable liquidity to enhance data and analytics processes and add value across research, algo optimisation, trading analytics and risk parameters.

Book-building

Mergers and Inquisitions

JULY 26, 2023

There are two main reasons to do a search fund internship: As an undergraduate, it gives you highly relevant experience that will be useful when you apply for investment banking internships. And you need early experience to get internships that convert into full-time offers at large banks. Why Do a Search Fund Internship?

Private Equity

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.

Trading

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.

Bank

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

Broker

The TRADE

SEPTEMBER 19, 2023

Lackenby joined the bank two years ago from broker Market Securities. Brodie enjoyed stints with brokers BTIG and United First Partners before joining the US bank two years ago. Brown had worked at Citi for sixteen years, before this she was employed by German rival Deutsche Bank. Citi declined to comment.

Trading

The TRADE

OCTOBER 24, 2024

BGC Group and ten global investment banks and market-making firms announced a partnership in April 2024 to create FMX Holdings which includes the exchange, as well as a spot foreign exchange platform, and a US cash treasuries platform.

Trading

Sun Acquisitions

MAY 26, 2022

As seasoned M&A brokers, we’ve dealt with our fair share of buyers and sellers, and here are the top 6 places we recommend you consider selling your business. Investment Banks. When thinking about where to sell a small business, few people consider investment banks. M&A Brokers. Contact us today.

Business

The TRADE

SEPTEMBER 21, 2023

UK-based investment bank Peel Hunt has appointed the former head of electronic and program trading and sales at Numis Securities to head up its own electronic trading division. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Electronics

How2Exit

NOVEMBER 17, 2023

Traditional investment banks and business brokers were not equipped to handle the unique needs of the tech industry. You could go to a big investment bank, like a Goldman Sachs, but they would not return your call because the business was too small. Smale saw an opportunity to fill this void and founded F.E.

Mergers and Acquisitions

American Banker - Investment Banking

OCTOBER 12, 2023

After Archegos' collapse, Nomura had lost almost $3 billion, one of the biggest losses in the history of the prime-broker industry that caters to investment funds.

Broker

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. Grigoriy Kozin has been appointed head of business development, prime services and electronic execution at BancTrust after three years in his role at BCS.

Boutique

The TRADE

JUNE 5, 2025

Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. In the same week, Deutsche Bank confirmed it was set to acquire institutional broker Numis for 410 million, according to documents seen by The TRADE. Previous companies include Bloomberg Tradebook, Execution, Canaccord, C.I.M

Electronics

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.

Funds

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.

IT

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 Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% That’s adding a level of interest in the sector again by allocators. billion in 2023.

Broker

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.

Sale