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

Sun Acquisitions

JUNE 23, 2025

The post Lessons Learned from Successful M&A Deals appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Thorough Due Diligence: Financial Due Diligence: Conduct a comprehensive financial analysis to assess the target company’s financial health, including its revenue, profitability, and debt levels.

M&A

The TRADE

JULY 9, 2025

According to the study, 78% of buy-side equity traders predict that this area will see the most benefits, with 61% also foreseeing impacts on venue selection, and 50% on broker and strategy choices. Coalition Greenwich interviewed 40 buy-side equity traders in North America from July to September 2024 to collate the report.

Equities

Sun Acquisitions

JANUARY 3, 2025

The post The Power of Synergy: How Mergers Create Exceptional Value appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Shared resources, from IT infrastructure to supply chains, can lead to substantial savings. Pursuing synergy has its risks, but the rewards can be transformative.

Mergers

Sun Acquisitions

JULY 1, 2025

The post Effective Integration Strategies for a Seamless Merger appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. By embracing change with a clear vision, strategic planning, and a focus on people and culture, organizations can transform potential challenges into stepping stones for growth.

Mergers

Sun Acquisitions

NOVEMBER 1, 2024

The post Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Acquiring companies need to understand the target’s digital capabilities, potential technology debts, and how well their systems integrate with their own.

Mergers

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. A growing trend in the acquisition space is what’s known as an add-on acquisition. The keyword is add-on.

Acquisitions

Sun Acquisitions

NOVEMBER 11, 2024

The post M&A: A Strategic Tool for Supercharged Growth appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Acquisitions happen when a larger company takes over a smaller one, absorbing it into its operations. Employees of both companies may resist change.

M&A

Sun Acquisitions

NOVEMBER 26, 2024

The post M&A in the Digital Age: How Tech is Supercharging Dealmaking appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Technology can play a vital role by streamlining the consolidation of IT systems, data migration, and other critical tasks.

M&A

The TRADE

NOVEMBER 25, 2024

Eurex Clearing announced it was shutting down its Securities Lending CCP service in 2021 following low clearing volumes and a prioritisation of other businesses. Other attempts included efforts from EuroCCP – which now operates as Cboe Clear Europe after being acquired by Cboe Global Markets in 2020.

Finance

The TRADE

JULY 17, 2025

Institutional trading technology provider OptimX has executed its first live US equity trades on its bilateral liquidity network, in a bid to streamline trader workflows. The network is expected to remove disruptions to existing strategies or infrastructure while simultaneously helping institutional traders to direct flow with control and transparency, (..)

Equities

Sun Acquisitions

NOVEMBER 15, 2024

The post The Rise of Strategic M&A appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. There are several reasons why strategic M&A is becoming increasingly popular: Fill strategic gaps: Companies can use M&A to fill gaps in their product offerings or service lines.

M&A

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

NOVEMBER 4, 2024

The post Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Automation in Post-Merger Integration Streamlining Processes Post-merger integration (PMI) is often the most challenging phase of an M&A deal.

M&A

The TRADE

JULY 24, 2025

Some desks have come to be viewed by their PMs as operational rather than integral to the investment process which feels a shame. Joint payments is about working together to help those who are helping performance.” But, demonstrably, there was work to be done when it came to the introduced set-up. And so, it began.

Asset Management

The TRADE

JULY 14, 2025

The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension funds, and more.

Investment

Focus Investment Banking

JULY 8, 2025

Phase 2: Targeted Outreach to Strategic and Financial Buyers Unlike many brokers, FOCUS Investment Banking markets sell-side opportunities only via direct outreach to pre-selected buyer groups. This diligence includes financial, legal, and operational components.

Healthcare

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 firm downgraded JPMorgan to reduce from hold. Its new price target of $259 implies more than 11% downside for the stock from Monday's close. Another 11 have hold ratings on the stock.

Stock

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. Whether your deal is based on earnings, revenue multiples, or cash flow, buyers use financial metrics to justify their offer.

Business

Sun Acquisitions

APRIL 29, 2025

Pre-Deal Analysis Before embarking on an M&A transaction, it is essential to establish clear expectations and benchmarks for success. This includes defining the deal’s strategic goals and identifying the key metrics that will be used to measure its performance. Be patient and avoid making hasty judgments based on short-term results.

M&A

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. Asset Sales vs. Stock Sales – What’s the Difference?

Sale

Sun Acquisitions

APRIL 25, 2025

The post The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. The Direct Impact on PE/VC Firms When capital gains taxes rise, the after-tax returns for PE/VC firms on their investments decrease.

Private Equity

Sun Acquisitions

JULY 24, 2025

Thanks for reading, Domenic The post Sellers Have All the Leverage in 2025 appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Add in the pressures of payroll, insurance premiums and quarterly projections, and heading for the exit has never looked so good. But what about the market? Talk, after all, is cheap.

Manufacturing

Global Newswire by Notified: M&A

AUGUST 1, 2025

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Accessibility: Skip TopNav LPL Financial Closes Its Acquisition of Commonwealth Financial Network August 01, 2025 09:00 ET | Source: LPL Financial Holdings, Inc. SAN DIEGO, Aug.

Acquisitions

The TRADE

JUNE 12, 2025

The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November. 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

The TRADE

JANUARY 7, 2025

OptimX Markets, in which Aquis acquired a minority stake last August , is a liquidity management service provider focused on optimising interactions between institutions and their broker counterparties. The post OptimX connects with Charles River to offer institutional clients bilateral liquidity appeared first on The TRADE.

Broker

Lake Country Advisors

MAY 9, 2025

Engaging local business brokers or specialized brokers for manufacturing or construction adds targeted expertise, while having the right advisors streamlines decision-making and overcomes potential hurdles. Comparing your operation to both enterprise-level organizations and smaller firms reveals insights to guide a successful sale.

Middle Market

Beyond M&A

AUGUST 1, 2025

You design for it — long before the exit is in motion. That’s one of the biggest mindset shifts we push at Beyond M&A. Too many founders treat a sale like a calendar event. Something for “next year” or “when the numbers are better.” But in reality? Exit is just growth with a spotlight on it. It reveals everything. It tests everything.

Financial Modeling

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. A healthcare broker can often guide these internal transitions, especially when patient trust and staff retention are crucial. The type of buyer you sell to shapes every part of that outcome.

Investors

The TRADE

NOVEMBER 19, 2024

This ultimately helps a buy-side firm evaluate a broker, whether they executed a particular trade or not.” “Using electronic execution methods provides value beyond a single trade execution. When evaluating a firm’s panel of dealers, a buy-side desk may take into consideration various reasons why it may redirect its flow from one to another.

Electronics

Sun Acquisitions

JULY 7, 2025

The post M&A as a Force for Good: Creating Positive Social Impact appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Accelerating Innovation for Societal Challenges At the heart of every successful M&A is the opportunity to combine strengths and create something more significant than the sum of its parts.

M&A

Focus Investment Banking

NOVEMBER 11, 2024

In this first episode we’re diving into a critical aspect of workplace health, employee well being and the role of benefits in collision repair businesses. Now, at the time of this recording, I have just landed after a very early morning flight. Enjoy the show. This episode is brought to you by Thrive. Ready to hit the gas on growth.

Insurance

The TRADE

JULY 24, 2025

billion deal, which is expected to “exponentially’ expand the firm’s capacity, and make it one of the largest non-bank prime brokers globally. Hidden Road has expanded its prime brokerage product suite with the launch of support for OTC options on digital assets.

Broker

The TRADE

JANUARY 14, 2025

Capital markets technology provider Trading Technologies (TT) has moved to enhance its institutional clients visibility and agility in the equities markets with the launch of a new broker ranking system. The post Trading Technologies launches new equities broker ranking system appeared first on The TRADE.

Broker

The TRADE

JULY 21, 2025

Massimo Labella, co-head of international prime brokerage and outsourced trading at Marex, said: “Serhan’s arrival strengthens our ability to connect with managers across regions and strategies, as demand for outsourced trading continues to grow.” Liquidnet Juan Ferrer Pons has joined Liquidnet as a listed derivatives sales trader, as part of the (..)

Trading

The TRADE

JUNE 23, 2025

Susquehanna Institutional broker dealer Susquehanna International Securities has appointed Matt Coupe to its fixed income trading team. Coupe most recently served at Barclays as global head of cross asset market structure, departing the bank last year after a nine-year stint.

Trading

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 ideas.

Stock