Sun Acquisitions

NOVEMBER 26, 2024

Integration platforms can help manage the process efficiently, minimizing disruption and ensuring a smoother transition for both companies’ employees. Building Relationships : M&A success hinges on building trust and rapport with the target company’s management team.

M&A

Sun Acquisitions

NOVEMBER 4, 2024

Automation can streamline various integration processes, from IT system consolidation to HR management. Collaboration platforms enhanced with AI can also help manage projects, track progress, and resolve issues quickly. Ensure that all teams have access to real-time information and updates.

M&A

The TRADE

JULY 24, 2025

In May, the UK’s Financial Conduct Authority’s (FCA) implemented new rules allowing fund managers to pay for research with a joint payment option, essentially allowing for the ‘bundling’ together of payments for trade execution and research.

Asset Management

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

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. constituents.

Equities

The TRADE

JULY 16, 2025

Speaking on his appointment, Tufano said: “I’m proud to join Clear Street to lead the broker-dealer clearing division at a time when the industry demands scalability, speed and simplicity.

Banking

The TRADE

JULY 21, 2025

SIX Adam Matuszewski has rejoined SIX as managing director and part of the management committee for exchanges, following a year-long stint at Citadel Securities, The TRADE can reveal.   London-based Matuszewski returns to SIX after having previously left in February 2024 following a 10-year tenure with the firm.   During his time at the exchange, (..)

Trading

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

Lake Country Advisors

MAY 9, 2025

Middle-market companies tend to have greater complexity in their revenue streams, capital structure, and overall financial management. 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.

Middle Market

Lake Country Advisors

JUNE 24, 2025

Here’s why metrics are the foundation of every serious business deal: They show how healthy (or fragile) your business really is: Buyers want to see how consistent your revenue is, how well you manage costs, and whether you’re building something sustainable. That’s an indicator of sustainable, well-managed growth.

Business

CNBC: Investing

JULY 31, 2025

"In general, we have a higher quality bias at this point in time," said Sam Millette, director of fixed income at broker-dealer Commonwealth Financial Network. "Investment grade corporate spreads are relatively tight, but on an absolute level, their single-digit yield is still compelling.

Investors

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

Sun Acquisitions

JULY 24, 2025

“Ultimately, right now, sellers have everything working in their favor: deal scarcity, cash-heavy buyers, and the market timing misapprehensions of other sellers, stated Domenic Rinaldi, Managing Partner of Sun Acquisitions. These conditions are creating a perfect storm of motivated buyers and premium valuations.

Manufacturing

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

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

Insurance

The TRADE

NOVEMBER 19, 2024

This ultimately helps a buy-side firm evaluate a broker, whether they executed a particular trade or not.” The quality of sales and relationship management was the second highest reason noted by respondents, with 22% citing it as an important element. The common thread connecting the FX discussion on dealers and MDPs is competition.

Electronics

The TRADE

JULY 24, 2025

Michael Higgins The brokerage has said that the launch follows growing industry demand for increased sophistication in risk management tools, and through the offering, institutional clients will be able to execute, and cross-margin OTC options integrated with the rest of their digital asset portfolio.

Broker

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. Employee Buyer : This path involves someone already within your business, such as a trusted manager or member of the leadership team, stepping into ownership.

Investors

The TRADE

DECEMBER 5, 2024

Liquidity management service provider OptimX Markets has partnered with BMO Capital Markets to bring the firm’s institutional algorithmic trading flow to institutional buy-side trading desks in European markets. BMO will now offer a range of trading opportunities tailored to their institutional client base through OptimX.

Capital

The TRADE

JUNE 18, 2025

At the time, Cboe noted that several entities were already on board, with other banks, asset managers, broker-dealers, and agent lenders having also completed final testing in preparation for clearing.

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

The TRADE

JUNE 16, 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. Aroeman brings more than 30 years of industry experience to his new role, largely covering the delivery of derivatives, structured products and risk management solutions to Indonesian clients.

Capital Market

The TRADE

JUNE 23, 2025

Susquehanna Institutional broker dealer Susquehanna International Securities has appointed Matt Coupe to its fixed income trading team. He also played a key role in the integration of Refinitiv into LSEG, covering managing director positions.

Trading

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

Sun Acquisitions

NOVEMBER 18, 2024

Change Management Expertise: Consider involving change management experts to guide the integration process and help employees navigate the transition. Studies show that companies that effectively manage cultural integration are significantly more likely to achieve their M&A goals.

M&A

Global Newswire by Notified: M&A

AUGUST 1, 2025

(NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. About LPL Financial LPL Financial Holdings Inc.

Acquisitions

The TRADE

NOVEMBER 1, 2024

There has been a shift in the size and scale in the types of managers that we’re talking to. We did a survey on about 300 global asset managers and one of the main themes that came out of that was around outsourcing. A lot of it goes back to pressure on managers. What is driving these trends on the client side?

Trading

The TRADE

MAY 22, 2025

Jamie Crank The new integration sees Beeks Exchange Cloud powering ASXs new Colo OnDemand solution to supply a fully managed Infrastructure as a Service (IaaS) offering to provide access to on-demand cloud computing and high-performance trading infrastructure within the ALC.

Trading

The TRADE

JULY 21, 2025

Others are expected to take place in the coming days, The TRADE understands. “Last week, Clear Street decided to part ways with a small portion of London-based team members, representing one group partially responsible for regional equity execution. Clear Street has been vocal in its attempts to expand in the UK.

Trading

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. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business

CNBC: Investing

JULY 10, 2025

Stephens speculated that the financial services sector, the most underweight grouping in the S & P 500, may drive Interactive Brokers , the largest financial stock in S & P 400 Midcap index, to migrate to the 500. The stock skyrocketed 24% in the next trading session following the announcement last month.

S&P

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

CNBC: Investing

JUNE 18, 2025

We don't think we are anywhere near that stage in policy management of the issue. " Investing in Low Volatility ETFs Steve Sosnick of Interactive Brokers believes investors need to consider investing in low-volatility stocks and ETFs due to the geopolitical uncertainty.

Investors

Sun Acquisitions

JULY 24, 2025

Larry Sanderman, Managing Director of Sun Acquisitions, served as the lead advisor for this transaction, overseeing all aspects of the client engagement. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Sun also provided advisory services throughout the diligence period.

Acquisitions

Sun Acquisitions

JUNE 5, 2025

Manage Change: They can help employees adapt to change and minimize disruption. Change Management: Prepare Employees for Change: Communicate the reasons for the merger and the expected impact on employees. The Importance of Leadership in M&A Strong leadership is essential to navigate the complexities of M&A.

M&A

Sun Acquisitions

JANUARY 8, 2025

Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Its a complex process with a lot of things to manage, including legal, financial, and operational challenges. Before you take the next step, lets walk through some key factors to consider.

Business

The TRADE

JUNE 12, 2025

At Nutmeg, we were one of the first robo-advisors and are now the largest digital wealth manager in the UK, serving more than 200,000 clients. Retail investors need user-friendly, cost-effective, and intuitive platforms to easily initiate, manage and track their long-term investments.

Retail