The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. Elsewhere, other local regulatory changes and benchmark replacements continue to impact prime brokers.

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Broker Asset Management Trading Funds 113

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. Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. Dey will report to Michael Mulholland, head of European leveraged credit sales.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. He joins as head of execution sales and microstructure. Griffin left Kepler in May after over eight years with the broker dealer.

Banking 64

Banking Bank Sale Trading 64

Sun Acquisitions

FEBRUARY 6, 2023

CHICAGO, IL ­- February 6, 2023 – Sun Acquisitions is pleased to announce the successful sale of Trouvaille Med Spa to MedSpa Partners Inc. Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa].

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. This is why it is important to work with a broker or financial advisor who can help you understand the true value of your business and set realistic expectations. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business. Several trends have shaped the business sales environment in recent years.

Business 96

Business Sale Negotiation Mergers and Acquisitions 96

The TRADE

JUNE 26, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF, The TRADE can reveal. He joins as head of execution sales and microstructure. Griffin left Kepler in May after over eight years with the broker dealer.

Broker 52

Broker Trading Sale Financial Services 52

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell. Once a sale has been decided, the process to look for a new owner is pretty well established.

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M&A Acquisitions Sale Investment 130

The TRADE

MAY 20, 2024

Kepler Cheuvreux’s head of market structure and liquidity solutions has left the broker dealer, The TRADE can reveal. He joined the broker dealer in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022.

Broker 52

Broker Trading Electronics Sale 52

Sun Acquisitions

APRIL 7, 2025

Here are some of the primary financial benefits of diversification through M&A: Risk Reduction: Companies can spread risk across a more comprehensive portfolio by acquiring businesses in different industries or regions. This can help to reduce the company’s overall risk exposure and improve its financial stability.

M&A 65

M&A Mergers and Acquisitions Healthcare Profitability 65

The TRADE

JULY 19, 2023

Acuiti’s research – commissioned by MIAX – included responses from senior executives across 94 proprietary trading firms, hedge funds, banks and interdealer brokers, as well as the main futures commission merchants ( FCM ) that serve the derivatives market.

Trading 98

Trading Proprietary Trading Funds Broker 98

The TRADE

OCTOBER 2, 2023

RBC appointed two former Credit Suisse senior algorithmic trading individuals to join its low touch electronic sales and trading team. Also appointed to the low touch sales and trading team at RBC is Suzanne Webster, who joined as a multi-asset director. He joined from Luminex where he most recently served as head of sales.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Kepler Cheuvreux Execution Services (KCx) appointed Seb Klatt as program trading (PT) sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

MAY 15, 2024

We are proud to announce a newly integrated set of markets sales and trading capabilities for clients provided by Global Markets Trading. In addition, the firm’s newly launched Buy-side Trading Solutions offering provides multi-asset trading services to support global portfolio implementation at scale.

Trading 69

Trading Asset Management Capital Market Broker 69

The TRADE

JUNE 29, 2023

In preparation for Candriam’s entry into the new market, New York Life Investments’ sales teams will support introductory conversations with US-based broker dealers and other financial intermediaries. Candriam’s European trading desks will cover the US offshore market from the Bloc.

Investment 64

Investment Investors Asset Management Sale 64

Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Growth Potential : Are you aiming to expand an existing portfolio? Consider partnering with local business brokers or industry advisors if you find skill gaps. Am I Financially Prepared?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

The TRADE

JUNE 5, 2023

LedgerEdge has appointed Stefano Dallavalle is its new product director and Diederik Can Suchtelen as head of its Amsterdam office and EU sales, effectively immediately, The TRADE can reveal. As part of his new role, Van Suchtelen will lead LedgerEdge’s sales effort in the EU as part of the initiative.

Trading 64

Trading Sale Boutique Broker 64

Lake Country Advisors

OCTOBER 3, 2024

This guide delineates the various types of business sales, analyzes the corresponding tax ramifications, and underscores the importance of collaborating with a team of experienced transaction specialists, including a proficient business broker.

Business 52

Business Mergers and Acquisitions Sale Capital 52

Sun Acquisitions

JUNE 9, 2025

Understanding the value of what you’ve built is an essential early step in the sale process. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks. How to Get Ready for an Exit Pristine record-keeping is always a boon for any business sale.

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Manufacturing Business Valuation Sale 59

Lake Country Advisors

AUGUST 28, 2024

From assessing its value to transitioning ownership, understanding the nuances of your industry is crucial for a successful sale. Whether you’re in the manufacturing, healthcare, or technology sector, engaging local business brokers can streamline the process, providing expert guidance to maximize the value of your business.

Business 52

Business Sale Manufacturing Valuation 52

The TRADE

OCTOBER 18, 2024

Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% in April 2023, to 92% in 2024. Those are the relatively commoditised parts of the business.

Funds 69

Funds Broker Banking Bank 69

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Earlier in his career he held equity sales and trading positions at Cantor Fitzgerald. The post People Moves Monday: Shifts in the trading space appeared first on The TRADE.

Trading 64

Trading Investment Banking Banking Bank 64

IBG

AUGUST 23, 2023

If a recession does occur, don’t rule out the possibility of benefiting from it in a sale of your business. By John Zayac In business sales, a company’s value can be influenced by many factors, some of which defy prediction or logic. Strategic Value. Distressed-Asset Targets.

Economics 52

Economics M&A Sale Business 52

Sun Acquisitions

SEPTEMBER 16, 2024

A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers. Having well-documented processes in place not only streamlines operations but also instills confidence in potential buyers regarding the business’s sustainability post-sale.

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Negotiation Business Sale Management 59

Sun Acquisitions

FEBRUARY 26, 2024

This strategic consolidation can lead to a more substantial portfolio, empowering firms to meet the needs of niche markets and maintain a presence in larger, diversified sectors. Geographical expansion is another crucial outcome of M&A-led diversification.

M&A 52

M&A Manufacturing Acquisitions Utilities 52

The TRADE

AUGUST 15, 2023

Trading, portfolio and risk management solutions provider TS Imagine has added CLSA’s AI-powered European algo suite to its list of certified brokers. TS Imagine’s TradeSmart features pre-certified connections to more than 250 listed brokers and venues, as well as broker algos.

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Broker Trading Risk Management Investment Manager 40

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. Not once was it a seamless experience unfortunately.

Business 52

Business Sale Broker IT 52

Lake Country Advisors

JANUARY 3, 2025

Investing in tech companies for sale offers unparalleled opportunities for growth, profitability, and market dominance. Whether youre a seasoned investor or exploring a new venture, partnering with a technology broker ensures you confidently navigate this complex process. Opportunities to enhance service portfolios.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

The TRADE

DECEMBER 5, 2024

They aim to strengthen the security of the US Treasury market by requiring central clearing for eligible instruments such as repos, reverse repos, inter-dealer broker transactions, and other cash transactions. Particularly, with a shift from transparency solely being held by broker dealers, to the buy-side. “As

Trading 59

Trading Risk Management Portfolio Broker 59

Sun Acquisitions

JANUARY 26, 2024

This includes evaluating the target company’s technological capabilities, patent portfolio, and market positioning. for privately held metal manufacturers, our clients have achieved higher multiples through a sale to synergistic buyers looking to advance technology and improve operating efficiencies and financial performance.

Manufacturing 52

Manufacturing M&A Acquisitions Mergers and Acquisitions 52

The TRADE

NOVEMBER 2, 2023

A friend suggested I consider investment banking and following a trading and sales summer placement at ABN AMRO in the City, I was instantly captivated – I had found my fit. As mentioned, regulation has redefined bank balance sheets and we’ve consequently witnessed a change in the composition of the traditional broker-dealer community.

Trading 64

Trading Portfolio Banking Bank 64

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. We view this as a complement to broker led avenues of liquidity, not as a replacement.”

Trading 64

Trading Electronics Management Broker 64

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.) Fiduciary Compliance.

Insurance 52

Insurance M&A Advisory Funds 52

How2Exit

APRIL 9, 2023

They acquire assets at a fair price point and then aggregate them to create a portfolio. The team has also professionalized the sites they acquire by using better SEO tactics, better content strategies, and optimizing the sales processes. This is in contrast to many other M&A brokers who try to "harass" the seller into a deal.

M&A 130

M&A Media Mergers and Acquisitions Business 130

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. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

Peak Frameworks

SEPTEMBER 19, 2023

Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions. Apart from interest rates, central banks, like the Federal Reserve, utilize tools such as open market operations, including the purchase and sale of T-Bills.

IT 52

IT Government Investors Economics 52